Survey design and interpretation / Survey guide

Survey methods · Worked example

Pretest a survey recall period

Check which experience people recall before choosing a survey reference period. Use free-text probes and an explicit out-of-window case.

Opens product registration. Example questions are not imported automatically.

Editable examplesPractical guidanceNo-code starting point

DESIGN THE ANSWER SPACE

PROMPT 01

Which interaction came to mind when you read the question?

Optional short open textIdentify the selected episode without requesting private interaction contents.
PROMPT 02

Approximately when did it happen, if you remember?

Optional short open textAllow uncertainty instead of manufacturing an exact date.
PROMPT 03

How did you decide it belonged in the stated period?

Optional short open textCheck whether people used the same time boundary as the question.

Suggested formats to adapt, not preconfigured product fields.

A worked interpretation example

From a comment to a practical next step.

Illustrative scenario. These are not customer results.

01 / OBSERVE

Keep the finding specific

Synthetic pilot episodes are five days ago, 12 days ago, 41 days ago and unknown; the draft’s period is the past 30 days.

02 / INVESTIGATE

Choose an action to test

Clarify the 30-day boundary and no-experience route; keep the 41-day and unknown cases visible as interpretation issues.

03 / FOLLOW UP

Check the experience again

Pilot the revision with new volunteers and check whether their chosen episodes match the stated period; retain reasons for uncertainty.

Read the answers carefully

Limits to preserve

A few pilot interviews cannot establish population recall accuracy. Do not convert uncertain dates into exact values or average them with known dates.

Pilot note: the period is interpreted inconsistently; revise boundary wording and retain unknown timing instead of forcing a date.

From question to next step

Make the feedback useful.

01

Set the decision

Run the optional pilot before fielding the main questionnaire with people similar to the intended respondents.

02

Invite relevant voices

Clarify the 30-day boundary and no-experience route; keep the 41-day and unknown cases visible as interpretation issues.

03

Choose an action

Pilot the revision with new volunteers and check whether their chosen episodes match the stated period; retain reasons for uncertainty.

A useful starting point

Free-text pilot questions

A draft asks about the past 30 days. Some pilot readers choose their last interaction even when it occurred earlier; another cannot place it in time.

If nothing was unclear or difficult, say so. Skip questions about steps you did not experience; use not applicable where appropriate.

QUESTION 01

Which interaction came to mind when you read the question?

Identify the selected episode without requesting private interaction contents.

QUESTION 02

Approximately when did it happen, if you remember?

Allow uncertainty instead of manufacturing an exact date.

QUESTION 03

How did you decide it belonged in the stated period?

Check whether people used the same time boundary as the question.

QUESTION 04

What would you do if you could not recall an interaction in that period?

Test a skip or no-applicable-experience route.

Download the questions as text ↓

Examples to adapt, rather than a validated research instrument.

Choose the response format

Make room for the explanation.

Suggested formats for this example questionnaire
QuestionSuggested formatWhat to preserve
Which interaction came to mind when you read the question?Optional short open textIdentify the selected episode without requesting private interaction contents.
Approximately when did it happen, if you remember?Optional short open textAllow uncertainty instead of manufacturing an exact date.
How did you decide it belonged in the stated period?Optional short open textCheck whether people used the same time boundary as the question.
What would you do if you could not recall an interaction in that period?Optional short open textTest a skip or no-applicable-experience route.

Make questions optional where appropriate. If you add a rating scale, label its endpoints, keep one idea per question, and retain a follow-up for reasons. These examples are not a validated measurement instrument.

Before you send it

Check what your wording assumes.

BEFORE / LEADING

Think about your last interaction, whenever it was.

AFTER / CONTEXTUAL

Think about an interaction within the past 30 days; skip if none comes to mind.

The revision makes the intended time boundary and no-experience route explicit; it still needs pretesting.

Build with SurveyTeams

Adapt these pilot questions in SurveyTeams

Use these examples to draft your questionnaire. Create a survey draft, add questions, and check the respondent preview in SurveyTeams. Additional features depend on your account and plan.

Create your survey in SurveyTeams

Opens product registration. Example questions are not imported automatically.

Learn about the product ↗

Run a focused feedback cycle

Plan the invitation, review and follow-up.

When and whom to ask

Run the optional pilot before fielding the main questionnaire with people similar to the intended respondents.

Who reviews the finding

The questionnaire reviewer chooses the period based on the decision and the pilot evidence.

What to check after a change

Review episode-selection explanations after revision; do not claim the pilot proves that every future answer is accurate.

Handle responses carefully

Do not request private messages or precise personal event histories. Approximate dates and not remembered are acceptable.

A worked measurement study

Inspect the data. Trace the decision.

Every record here is synthetic. Use the rule to review your own evidence before taking action.

Follow the example events

  1. P1
    5 days ago

    Known, within window

  2. P2
    12 days ago

    Known, within window

  3. P3
    41 days ago

    Known, outside window

  4. P4
    Timing unknown

    Not forced into a date

Work through the rule

Two known episodes are within 30 days; one is outside; one is unknown. These are pilot cases, not a recall-accuracy percentage or a valid population sample.

Pilot note: the period is interpreted inconsistently; revise boundary wording and retain unknown timing instead of forcing a date.

Invented records · inspect every count

Inspect the synthetic example
Invented pilot IDRecalled timingTreatment
P15 days agoInside stated window
P212 days agoInside stated window
P341 days agoOutside stated window
P4UnknownKeep uncertainty

On small screens, scroll a wide table sideways to see all columns.

Download example data (.csv) · Download method worksheet (.json)

Keep evidence and inference separate

Observed

Four episode-selection explanations

Supports a specific wording revision to test.

Unknown

Population recall error

Do not report an accuracy benchmark.

Next check

Pilot the revised wording with new volunteers

Look for boundary misunderstandings and skip clarity.

Before you send it

Questions, answered.

Should I always use a 30-day period?

No. This is an example period chosen for the draft; your decision and respondents’ experience determine the appropriate period.

Is an unknown date a failed answer?

It is useful uncertainty in a pilot. Preserve it without guessing.

Does a clearer period guarantee accurate recall?

No. The pilot only helps identify specific interpretation problems.

Can I load this example automatically?

No. Copy or download the free-text pilot questions and adapt them in your draft. The registration link does not import them. The calculation worksheet is a separate manual example; verify supported fields and features in your account.

Continue exploring

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