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Research · free template

Research Survey Template

A general-purpose research questionnaire with consent, demographics, closed and open questions.

A ready-to-use research & data collection form for small teams who need a reliable intake process: 13 questions, 4 pages, 4 conditional rules.

Questions
13
Pages
4
Layouts
classic · card
Conditional rules
4
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Live preview and test console

This is the real form. Answer it to test the 3 conditional rules — nothing is sent or stored.

Page 1 of 4 — About this study

About this study

Taking part is voluntary and you can stop at any point.

Every question on this page is currently visible.

Compliance checklist

Ready to publish
  • Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
  • Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
  • Legal text not required — passingThis template collects neither health nor regulated financial information.
  • Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Research Survey Template is built for small teams who need a reliable intake process who need to collect the same complete information from everyone.

  • Small teams who need a reliable intake process working in research & data collection.
  • Teams who need to collect the same complete information from everyone without writing code or paying for a custom build.
  • Anyone replacing chasing missing details over email with one structured record per enquiry.
  • Respondents are the people you send it to — the form asks them 13 questions across 4 screens.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of chasing missing details over email and turns each submission into a record your team can act on immediately.

  • 7 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It measures sentiment on a numeric scale.
  • Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 4 pages keeps each screen short and shows respondents how much is left.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Research Survey Template lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 4 conditional rules ship with it.

  • Features conditional hiding: if “Do you consent to take part in this study?” is No, “How often do you use this service or product?” is removed from the form and is never submitted.
  • Features advanced show logic: if “Did you experience any problems during the period covered by this survey?” is Yes, the form dynamically exposes “Please describe the problem”. Otherwise that question never appears.
  • Features advanced show logic: if “May we contact you about a follow-up interview?” is Yes, the form dynamically exposes “Email address”. Otherwise that question never appears.
  • Features conditional validation: if “May we contact you about a follow-up interview?” is Yes, “Email address” becomes mandatory before the form can be sent.
  • All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

This is the workhorse instrument for primary quantitative research: one questionnaire that opens with a plain-language statement of what the study is for, records consent before a single answer is stored, and only then starts asking. The body follows the order that keeps completion rates up — easy, non-threatening closed questions first, the more demanding rating and open-ended items in the middle, and demographics at the end where people are already committed. Closed questions use fixed options so answers arrive as clean categories rather than free text, the rating items share one scale so they can be compared, and every sensitive question carries a 'prefer not to say' option so a non-answer is recorded honestly instead of guessed. Two open questions sit at the end for the things a fixed list cannot anticipate, which is usually where the most quotable material comes from. Conditional rules keep the form short: a follow-up appears only when someone reports a problem, and the contact block appears only for people who agree to be approached again. Everything lands as one row per respondent, which is the shape statistics software expects.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Page 1 — About this study

  • Study or project namerequired
  • Do you consent to take part in this study?required

Page 2 — Your experience

  • How often do you use this service or product?required
  • How much do you agree with each statement?required
  • Overall, how satisfied are you?
  • Did you experience any problems during the period covered by this survey?required
  • Please describe the problem

Page 3 — Open questions

  • What works well, in your own words?
  • What would you change first?

Page 4 — About you

  • Age group
  • Employment status
  • May we contact you about a follow-up interview?required
  • Email addressrequired

13 questions in total.

How the form changes as it's filled in

This template ships with 4 conditional rules, grouped into 4 behaviours driven by 3 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Do you consent to take part in this study?”

  • Hides questions

    If “Do you consent to take part in this study?” is No, the form hides “How often do you use this service or product?”, so nobody answers questions that don't apply.

Driven by “Did you experience any problems during the period covered by this survey?”

  • Reveals questions

    If “Did you experience any problems during the period covered by this survey?” is Yes, the form reveals “Please describe the problem”.

Driven by “May we contact you about a follow-up interview?”

  • Reveals questions

    If “May we contact you about a follow-up interview?” is Yes, the form reveals “Email address”.

  • Makes answers required

    If “May we contact you about a follow-up interview?” is Yes, “Email address” becomes required before the form can be submitted.

Set it up step by step

  1. 1

    Rewrite the study statement

    Replace the introduction with your own purpose, funder, data retention period and contact details.

  2. 2

    Keep consent before the questions

    The consent question gates the rest of the form, so a declined response never carries data.

  3. 3

    Swap in your own items

    Change the closed questions for yours, keeping one shared rating scale so items stay comparable.

  4. 4

    Pilot with five people

    Run it past five people who resemble your sample and fix anything they had to re-read.

  5. 5

    Export and analyse

    Download the CSV once fieldwork closes and analyse closed and open questions separately.

Mistakes to avoid

  • Asking demographic questions first, which raises drop-off before the reader has any reason to care.
  • Writing double-barrelled questions ('Was the service fast and friendly?') that cannot be analysed.
  • Leaving no 'prefer not to say' option, which turns a sensitive question into a forced answer.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Export to CSV, screen out incomplete or straight-lined responses, then analyse closed questions as frequencies and code the open questions into themes before you quote any of them.

Works in both layouts

Browse classic templatesBrowse card templates

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These pages cover the same subject ground as the research survey template, matched on the words people actually search for.

Frequently asked questions

Is this suitable for a dissertation or ethics submission?

It gives you the structure an ethics committee expects — purpose statement, voluntary consent, withdrawal wording and a contact route — but the wording must be your own and approved by your own committee.

Should demographics go first or last?

Last, in almost every case. Age, income and ethnicity questions at the top raise abandonment before the respondent knows why you are asking.

How long should a research survey be?

Under ten minutes for a general public sample. Completion falls sharply past that unless respondents are paid or personally invested in the topic.

Can I collect responses anonymously?

Yes. Leave the contact block hidden and remove the name field; the form then stores answers with no identifying detail attached.

Is the Research Survey Template template free to use?

Yes. You can preview and test Research Survey Template on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Research Survey Template template ask for?

It asks 13 questions across 4 pages, 7 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Research Survey Template form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this research & data collection form work?

4 conditional rules ship with the template: Features conditional hiding: if “Do you consent to take part in this study?” is No, “How often do you use this service or product?” is removed from the form and is never submitted. Features advanced show logic: if “Did you experience any problems during the period covered by this survey?” is Yes, the form dynamically exposes “Please describe the problem”. Otherwise that question never appears. Features advanced show logic: if “May we contact you about a follow-up interview?” is Yes, the form dynamically exposes “Email address”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Research Survey Template form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Research Survey Template form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

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