(upbeat music)
- [Instructor] Okay, so if you want to create a survey
with Microsoft Forms,
but you want to have it be dynamic
and change based on the answers that are given
to different questions,
we're going to go over how to do that right now.
So I'm just starting at forms.office.com,
and I'm going to left click on a new form.
We're just going to call this
music program customer survey,
and the point of this is going
to be you're gonna send it out to existing customers
and you're going to find out what classes they want
to take next.
So let's add the first question
and we're just going to make it multiple choice.
We're just going to ask them if they're interested
in taking another class.
Now this may not be the best sales technique, right?
May just want to start showing in the class options,
but we're going to show this just to help you understand
what the branching is that we're going to talk about.
So Microsoft Forms is smart enough
where it's suggesting some options
and they're right in that this is a yes and no question,
but I wanted to add all,
because what we're going to do
isn't going to have a response for maybe,
so we'll add yes and we'll left click on no also
to add those two values to this multiple choice question.
And the user needs to answer this for this to work,
so we will left click on required,
and we want this control whether
or not they're shown any more questions.
But if we go to branching now,
there's not enough questions
to really have this make sense,
so if they answered no, you could bring them
to the end of the form,
but if they answer yes,
you want to bring them to the next question.
So let's go back.
We're not ready to do the branching options yet.
We're going to add the next question
and let's make this a multiple choice, as well,
keep this nice and simple.
And we'll ask them which type of class they would like.
We'll make it piano, violin,
and you get the option here to add other,
and this other is kind of a smart field
where it's not just a radio button where you click it.
It's going to give you a fill in field
if you select this option
because it knows that other could be anything.
But that's not actually what we want here.
We want an other that's just a choice,
another radio box that they can click
and it'll bring them down to another question
where they can give more detail,
so let's make it another, but just not this other option
that Forms are suggesting,
and you'll see a little bit more
on why that is later.
So let's still hold off on the branching for a bit.
Let's build this out.
This is going to be the result that they choose.
Piano, so we'll give them some courses to choose from.
Beginner, intermediate,
and again, there's some artificial intelligence going
on here and it's suggesting that the next one be advanced.
Let's accept that, that's a good answer.
And then we also want to get some choices
if they say violin.
We'll just do beginner and intermediate for violin.
We're leaving these as required
so the branching really works
'cause you have to kind of flow through this form.
Okay, so earlier, we had the option
where the user could select other.
That's going to bring them down to this question.
Then we actually have, let's say, courses for flute
and courses for tuba,
but that's in a big soundproof room
'cause it's really loud, right?
So tuba and then the other option here,
we'll leave as what Microsoft Forms was trying to give us,
which was just an input box.
So here, the user could type in
if they have some other type of instrument,
and you get enough people choosing
that particular instrument,
maybe you want to offer another course.
So now that we have the questions done
that are going to flush out what courses
that they're looking for,
we want to turn around and contact them,
so we want to get kind of closure here.
We're going to ask them when we want them to contact us
and get some contact information from them,
so there's a date field here that we can use
that will only accept a valid date,
so when you ask this question,
the user will get a pop up calendar
and they'll be able to click a date,
and if you happen to download this form into Excel later,
you can sort by this date field.
So we'll ask, when would they like us to text you?
And then we're going to get a text number here,
so let's do this as just a text field
so they have an input box to type the answer into.
We'll say
what's your mobile number?
So they will type in their phone number here.
We'll do a little bit of data validation
in case they type something
that's not actually a phone number,
so we're going to left click on the three dots,
put in the restriction,
and really, what we can just do is say
it should be a number.
We could get a little bit more advanced,
say it must be greater than
and then put some multi digit number in there
to make sure they don't just type in 23,
but we'll just leave it as number for now.
And so we have enough questions here to do our branching.
So we're going to scroll back up to the top
and then we're going to go to the upper right corner
to these three dots, and select branching.
And let's just go from the top down.
So if they say they're interested
in taking another course,
we've already selected next if they say yes,
but if they say no,
let's just end the form there,
'cause they're not interested in any more courses,
but if they're interested in piano,
you want to bring them to the piano courses questions.
If they're interested in violin, bring them to violin,
and if they want to do something else,
bring them to the other option.
So if the user selected piano,
they come down to this question and they answer beginner.
Then you want to get some contact information from them,
so you say, when would you like us to text you?
All of these are going to end up there.
Same as the violin.
And the flute.
And then after they give you a date to contact them,
you just go to the next question.
What's your mobile number?
And then we'll say this is the end of the form.
So what this will do is this will end up giving your users
a more streamlined experience
because if they're just interested in violin courses,
that's the only questions that they're going to get.
They can skip the rest of the form.
It's going to increase your response rate
because your users would be less likely
to abandon the form,
and then after you send it out,
let's go back here.
You'll just left click on the responses tab
and be able to see all the responses that came in
or you could open it up in Excel
to do some further analysis on it.
If you want to see an overview of how Forms works,
check out this video in the upper right hand corner,
and if you like this video
and you want to see more like it,
you can subscribe in the lower right hand corner.
Thanks.