Mail Surveys - Best Practices

This Article discusses best practices to consider inpersonalization of the cover letter without the
the administration of mail surveys. There is noneed for and cost of a match with the mailing
single idea that alone will dramatically improveenvelope. We recommend the use of a clear and
response rates. Rather, it is a combination ofconcise, personalized cover letter signed by a
properly planned steps that can result in overallperson of high authority at the surveying
enhancement. By keeping these practices in mind,company. The letter should set forth the purpose
it will help insure a quality experience for both theof the survey, confidentially requirements, support
survey participants and the company on whoseinformation, and the end date of the survey.
behalf the survey is conducted, as well asInstructions on completing the survey instrument
potentially improve response rates.should be included on the cover letter - - or even
At the outset, surveying companies should acceptbetter at the beginning of the instrument.
that most properly administered mail surveyExcept for rare instances, the use of 1st class
projects are fairly complicated. If done correctly,USPS and business reply postage are important
they are far more involved than simple print, mail,practices. Each will add to the cost of the project
tabulate and report. Companies might want to- and can result in significant cost increases - but
consider the factors mentioned below whenthey each can have a significant impact on
planning a mail survey:response rates. Use of bulk rate postage can also
1. Is the length of the survey instrumentresult in delays in receipt of the mailings for
appropriate for the audience?varying percentages of participants.
2. Is there a well-written cover letter andUse of Incentives:
instructions?Deciding whether or not to use incentives is for
3. Is there a method of reaching someone in thethe most part a budgetary consideration; although
event of support issues?in certain instances, it can also have a
4. Is the mailing envelope properly identified?customer-relations element attached to it.
5. Is the mailing being sent out by 1st class USPS?Assuming large quantities of available sample, one
6. Is a business reply envelope being used?can always send out more mailings instead of
7. Are awards or other incentives needed?offering incentives. However, the key
8. Will online survey hosting increase the responseconsideration is whether the use (and costs of
rate?administration) of an incentive saves money by
Design of the Survey Instrument:producing more completes at a lower overall cost
The length of the survey instrument must bethan sending out additional mailings. If the survey
appropriate for the audience. A survey participantpopulation is limited in size, then awards might be
who pays $50.00 for a product that is readilyneeded to produce an adequate number of
available from multiple vendors and that is not acompletes for actionable data. Keep in mind that
priority item to the participant will be less likely tothere might be quality of data issues relating to
complete a longer questionnaire than a participantthe use of incentives. A surveying company
who purchased an expensive car or an enterpriseshould consult with an experienced survey
product. This is a matter of common sense.company regarding the use of incentives and
Consider how much time you would be willing towhat the options might be.
spend responding to a questionnaire - given theCoordination of Mail Surveys with Online Survey
subject and offered incentives, if any. In manyHosting:
cases, a one-sheet questionnaire printed on bothIt is not uncommon for surveying companies to
sides (called "duplex" printing) is the appropriateconsider the use of online survey hosting in
length. This still might be too long depending onconjunction with a mail survey. If this is done,
the subject of the survey.best practices suggest a variable insert of a
To some extent, consideration of length isunique login id into each mailing along with survey
accommodated by the topic. For example, therelogin instructions. It would also be correct to
are only so many questions that can be askedvariable insert a tracking id onto the questionnaire
about the taste of toothpaste. Yet someto de-dupe responders who complete both the
companies might include six or seven basicmail survey and online survey. Technical support
questions, 10 demographic questions, and anothershould also be available for online responders.
bank of questions on buying habits. Before youAs is the case with incentives, the use of an
know it, the questionnaire is close to four pagesonline survey is primarily a budgetary
long. If this happens, the surveying companyconsideration. That is, will the use of an online
might want to consider using incentives to actuallysurvey enhance overall response rates to offset
keep the costs down (more about this later).the added costs of offering this option? If not,
Packaging the Survey Instrument:then the use of an online survey might not be
There are certain best practices a surveyingjustified unless it is desirable from a client-relations
company should consider relating to the packagingstandpoint. Also, keep in mind when calculating the
of the survey instrument. This starts with whatcomparative costs that mail surveys have data
the participant first sees when he/she receivesentry fees while online surveys do not.
the mailing. The mailing envelope should include theIn summary, when conducting mail surveys, a
logo and colors of the surveying company so thatsurveying company should carefully consider each
the participant views this as an "official" mailing.and every step of the survey administration
Printing of color logo will increase the costs of theprocess. That includes length of the survey
project, but is something that should be stronglyinstrument; packaging of the survey materials
considered unless color logo is an expensiveincluding mailing envelope and type of postage;
add-on given its design.formatting and personalization of the cover letter;
Use of windows envelopes are preferred;survey support options; use of incentives; and
although labels can be used if need be. Theviability of coordinated online survey hosting.
advantage of a window envelope is the