How to Create a Basic Survey in Microsoft Word

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While you can create a quiz in Microsoft Forms, Word might be your application of choice. If you want to do a basic survey, Microsoft Word has the tools you need. Also, you can use a template if you prefer.

We’ll show you some templates you can download to start your survey and how to create your questionnaire from scratch. You can then print, send or share your survey, just like any other Word document.

Microsoft Survey Templates for Word

Because a survey is a fillable form and Microsoft offers its own Forms app, you won’t find many survey templates for Word directly from Microsoft these days. However, there is one that you can refer to in case it fits your needs.

RELATED: How to create a fillable form with Microsoft Word

This restaurant survey is ideal if you own a restaurant, but you can also adapt it to your own business by simply changing the text. It offers checkboxes, grading, and open-text questions and answers.

Restaurant Survey Template in Word

You can create this survey by opening Word, going to the Home section, and clicking “More Templates.” Type Survey in the search box and you should see this option.

Search for survey template in Word

Select the template for more details and click “Create” to use it.

restaurant survey template details

Alternatively, you can download the template from Microsoft or open it in Word for the web and use it there.

Third-Party Survey Templates for Word

A good option for a Word survey is a third-party template. You can easily do a web search, but here are a couple of options that might be helpful for your situation.

This social media survey template from Hloom offers many types of questions and answers. You will find short answers, long answers, yes or no, and questions with check marks. Once you download the survey, select “Duplicate” to make a copy. You can then edit the survey to fit your needs.

Social Media Survey Template in Word

This Examples.com Exit Interview Survey template offers simple checkbox responses as ratings from strongly disagree to strongly agree. There are several sections that you can use for your own business or service. Remove the check marks you see as examples, and you’ll have a blank survey to customize.

Exit Interview Survey Template in Word

Both Hloom and Examples.com offer over 20 free survey templates across many categories and industries. Choose from templates for employees, customer service, new products, customer feedback, online shopping, product development, product satisfaction, health, training, and more.

Create your own survey in Word

If you can’t find a template you like or just want to create a survey yourself, let’s walk through how to set up a basic survey in Word.

Open Word and create a blank document. Then add your survey title and a logo or other image if you like.

Add your questions, and then use the Controls on the Developer tab to insert your answer types. Here are some examples using our Product Survey.

Survey title and questions in Word

RELATED: How to Add the Developer Tab to the Microsoft Office Ribbon

Add a dropdown list

We added the first question asking what product they bought. We then select the dropdown list content control to allow the respondent to choose their product from a list.

Dropdown form control in Developer tab

Select the control and choose “Properties” in the Controls section.

Properties for a control on the Developer tab

Then click “Add”, enter an item from the list and select “OK”. Do this for each item in the list and select “OK” in the Properties window when finished.

Property box to add dropdown list items

You can then click the dropdown box to see the items in the list.

drop down list in word

Add a written list

If you plan to print your survey instead, you can simply number your items for the respondent to circle. Type each item, select all of them, and use the Bullets or Numbering option in the Paragraph section of the Home tab.

List formatted with numbers in Word

Add checkboxes

Another common response type for surveys is a checkbox. You can insert two or more checkboxes for things like yes or no answers, multiple selections, or single answers.

After your question, select the Content Control checkbox in the Controls section of the ribbon on the Developer tab.

Checkbox control in Developer tab

You can then select the checkbox, click “Properties” and choose the checked and unchecked symbols you want to use.

Properties check box to change the symbol

Add a rating scale

One type of question and answer you often see in a survey is a rating scale, or Likert scale. You can easily create this using a table in Word.

RELATED: How to Draw a Custom Table in Microsoft Word

Add the table by going to the Insert tab and using the Table dropdown box to choose the number of columns and rows.

Table dropdown on Insert tab

In the first row, enter the answer options and in the first column, enter the questions.

Questions and answers in a Word table

You can then add checkboxes, numbers, circles, or whatever you like for the respondent to choose their answers. Checkboxes work well whether you distribute the survey digitally or physically, so that’s what we’ve inserted here.

Check boxes in a table

Finally, you can format your table for a better appearance by centering the text and check boxes, adjusting the font size, or removing the table border.

Formatted Rating Scale Table

Additional Survey Items

You can use the other form controls available in Word for additional question types if you wish. You’ll see a combo box for a list of items with the option to enter another, the date picker for a date selection, and rich text and plain text controls for entering a name or comment.

Survey created in Word

Once you finish editing a template or creating your survey from scratch, you can easily print, send or share the questionnaire with your respondents.

For more information, learn how to make Word documents fillable but not editable or how to protect parts of your document from being edited.

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