We're going to be taking a look at the Pro version of Microsoft Forms. Forms
is included in Office 365 and the Pro Edition is additional to that. What it
has is additional options that analyze the data that you get back and it also
has additional options to send the surveys out. Microsoft put some example
data in Forms that you can use to look at these options. That's actually what
we're going to use. I've gone into what's called a customer satisfaction
survey and there's three sections that we can look at which are: creating the
questions, sending the surveys, and viewing the responses. The Creating the questions
isn't largely different from Microsoft Forms that isn't Pro, so we won't spend a
lot of time here. If you want to see a video about how to create these
different types of questions, I've linked to another video up in the upper right
hand corner. but this video is just going to focus on the differences that make
this Pro. So those would start in the Send survey area. You have a couple of
different options here. The first one is the email and when we left click on this,
you're already going to see some differences. One is that the email
editor is built-in, instead of launching Outlook and there are some advantages
that you get here from it being built in. One is that there are links ready to
be inserted that are the survey link and an unsubscribe link and you can also put
in first name and last name that will correspond with each of the people that
you are sending it to. That can make the survey look a little bit more personal
when it comes into someone's email inbox. You can also choose from some
templates. If you left click on default template and let's say you're
looking for some feedback on the event, just left click this and it's going to
give you some just better starting sentences that you can then
customize from there. So that's what we pick up by using the built-in email
editor. Let's go back to the top to look at some other options. We covered email
then next is integration with Microsoft Flow. Microsoft Flow is its own app
that you would find in the upper left hand corner. You would launch that,
but Microsoft Flow will create certain actions based on responses. So you could
have something like, if you built an app with Microsoft Power Apps and the person
using the app said you know this app is terrible, it could launch them into the
survey and that survey response would then flow through Microsoft Forms Pro.
Another example of using Microsoft Flow might be if you send out a customer
survey after you have a sale on a website. That would be another trigger.
It would trigger the Flow, sending the survey out to someone who just purchased
the product. There are other ways to integrate Microsoft Flow, but just
know that's here and that's an option now so you can look further into that.
The embed option has been expanded. This will give you some code
that you can put on your website that will put a Microsoft Form on your site.
There's a few different ways to do it. So, now you can do it just as an
inline embed. This is a representation of your website and the Form would just
go in line with everything else. You could have it be a pop-up or you could
embed a button that you would click on that would launch the form. You can also
pass some parameters in the embed code. If you wanted, you could check them here
and once you got the code, you would just log in to the backend of your website
and paste the HTML in. You would use this button here called generate code, but
that's turned off because this is all just sample data. You can also just grab
the link. This is available in the regular Microsoft Forms just like this
too, because all it is is a link and you would use that link say maybe to create
an email with your own HTML code and use this link or you could just send it
someone they could click on it. This option is also available in
regular Forms, but you could say print this out that someone else could scan
and it would bring them to the form. That covers these options that have been
added to send the survey out, but there's also a lot of enhancements in Forms Pro
about how to view the responses. The responses that Microsoft put in here,
there's enough of them that these dynamics kind of makes sense and that's
why I'm using the sample data. I could create my own and just give it four or
five responses, but then all of these analytics wouldn't be very helpful.
If you don't currently have Office 365, if you go down and look at
the description in the video, I have a link there that'll give you more
information and it is an affiliate link so if you use that, you'll help to
support my channel which of course I would really appreciate! Once you
sign up for Office 365, the option to upgrade to Pro is available. First, we'll
go over the overview which focuses on the responses as a whole to all of the
questions and then we can look at the question responses to specific questions.
All of these tiles are links so, for example, if I click on the 100 responses,
I left click on it, and there's a Power BI back-end here that's analyzing this
data and it's come up with 4 stats that it thinks are relevant that tell us
about the forms. If you hover over one of them, this is the Net
Promoter Score. This is trying to tell me how happy people were. You have people
that were passive, but then you have promoters, and detractors. You can
click around in here and it'll highlight it and hover over it and show you a
little bit more information. Clicking on these will make a little bit more
sense as we go on here. So, that's the responses. If you look at the invitations
that were sent, so this focus is on all of them, not just those that were
responded to. Some of these I don't think filled out right, but this will be a
graphical representation of how many people send it back,
answered the survey. There's also the detail below in all of these and, if you
wanted to, you could export it all or you could export it line by line. If you
think you had some bad data that was sent back, you could just delete it. If
you drill down into sentiment, this is Microsoft trying to figure out how
happy the people are again, but there's some more interesting cards here.
Among people who answered product knowledge, and to which feature influenced the
rating the most, etc, etc. It thinks that it's come up with something useful here
and we can click through these. There's a couple of these analysis and these come
automatically. They use artificial intelligence to try to come up with some
interesting relationships. So, after you send your data out, some of these cards
might provide some helpful insight to you. You just won't know until you try it.
If you go to question responses, this looks at the responses to individual
questions. This one was a star rating that you would give a certain question.
If I scroll down to some of these charts, they are interactive. So let's look at
number three for example. the detractors will be 34 responses. If I left click on
that this chart changes. You can see if I come up here and then the
product knowledge 35, I left click on that, these charts change as well. So
they're designed to give you the ability to drill down into what it's telling you.
This last one is kind of neat looking. It's creates a word cloud and that's
based on the responses that people typed in. So, you can maybe gain some sentiment
here or you can always left click on more details and it will bring you to
the underlying data.