How to Master Microsoft Forms - Systemise Your Business!

Introduction

This tutorial will guide you through mastering Microsoft Forms, a powerful tool included in Microsoft 365. By leveraging Microsoft Forms, you can streamline your business processes, reduce paperwork, and enhance efficiency. Whether you're gathering feedback, conducting surveys, or automating data collection, this guide will help you get started with practical steps and insights.

Step 1: Access Microsoft Forms

To begin using Microsoft Forms, you need to access the platform.

• Go to the Microsoft 365 homepage.
• Log in with your credentials.
• Click on the “Forms” app from the list of available tools.

Step 2: Explore Microsoft Forms Templates

Templates can save you time and provide a great starting point for your forms.

• In Microsoft Forms, navigate to the "Templates" section.
• Browse through various available templates like surveys, quizzes, and polls.
• Select a template that fits your needs, which will automatically load into the form editor.

Step 3: Create a New Form

If you prefer to build a form from scratch, follow these steps.

• Click on the “New Form” button.
• Enter a title and description for your form to inform respondents about its purpose.
• Consider making the title engaging to encourage participation.

Step 4: Style Your Form

Customizing the appearance of your form can make it more appealing.

• Choose a theme by clicking on the “Theme” button.
• Select from the available options or upload your own background image.
• Adjust font styles and colors to match your branding.

Step 5: Build Your Form

Now it’s time to add questions and construct the form.

• Click on “Add new” to insert different types of questions (multiple choice, text, rating, etc.).
• For each question, provide clear wording and options if applicable.
• Use the “Required” toggle to ensure important questions must be answered.

Step 6: Implement Net Promoter Score

Collecting feedback on customer satisfaction is crucial for any business.

• To include a Net Promoter Score question, select the rating question type.
• Label it appropriately, such as "How likely are you to recommend us on a scale from 0 to 10?"
• Make it a required question to gather essential data.

Step 7: Use Branching in Forms

Branching allows you to create personalized experiences based on respondents' answers.

• Click on the question where you want to apply branching.
• Select the “Add branching” option.
• Set conditions to navigate respondents to different questions based on their answers.

Step 8: Collect Responses

After building your form, it's time to gather responses.

• Click on the “Share” button to get a link to your form.
• You can choose to share via email, social media, or embed it on your website.
• Monitor responses in real-time by checking the “Responses” tab.

Conclusion

Microsoft Forms is an invaluable tool for systemizing your business operations. By following these steps, you can create customized forms that enhance data collection and improve engagement. Start utilizing Microsoft Forms today to streamline your processes and make informed decisions based on the responses gathered. Consider exploring additional features and integrations within Microsoft 365 to maximize your business's efficiency.