A quick step by step to get your market research or your custom forms online and embedded on your website. 10 steps. http://pt.linkedin.com/in/nunocesarnunes/

1. Google Docs
Step by step to create a form based on Google Docs
Contact
Nuno Nunes
nuno.cesar.nunes@gmail.com
http://www.linkedin.com/in/nunocesarnunes
April 20090

2. Agenda
1. Google Docs Overview
Requirements
How to access Google Docs
Functions overview
Google Forms editor
2. Forms overview
Elements overview
Short Text box
Long Text box
Radio button
Check box
Combo box
Radio Button (with scale)
3. Creating a Google Documents Form in 10 steps
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3. 1. Google Docs overview
In this section you will be provided a general overview of
accessing and using Google Docs
2

4. 1. Google Docs Overview
Requirements
To use Google Docs you have the following requirements:
Computer (basically any computer will be enough, even the oldest ones)
•
Internet connection
•
A gmail account
•
A web browser
•
A little (but not much) computer experience!
•
3

5. 1. Google Docs Overview
How to access Google Docs
1. Via your Gmail account 2. Directly via http://docs.google.com
4

6. 1. Google Docs Overview
Functions overview
Actions
Share files with
Folder
Folders friends, colleagues and
content
coworkers
and
Upload a file you created in
Search your computer
Create new
documents
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7. 1. Google Docs Overview
Google Forms Editor
Drag and drop
Add a new question
question to move it
Form Title up or down in the
form
Form introduction
Question and Help
Edit, Duplicate or
text
Delete this question
Question type (view section 2. Forms
Overview for details
Does this question
Click “Done” to
require an answer?
finishing editing this
question
URL to preview form
(opens a new window) 6

8. 2. Forms overview
In this section you will be explained how to use and combine
different form elements such as text boxes, radio buttons,
check boxes, combo boxes
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9. 2. Forms overview
Elements overview
Short Text Box
This form is available in the following
URL:
Long Text Box
http://www.globalevents.ws/Training/
Radio Button
Check Box
Combo box
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10. 2. Forms overview
Short Text Box
The short text box is used to receive an open answer
from the respondent that only requires a few
characters or words.
Examples: On Google Docs Forms this
element is designated:
• First Name, last Name
“TEXT”
• Mobile Phone
• Email
• Name one of your strenghts
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11. 2. Forms overview
Long Text Box
The Long Text Box is used to enable the respondent to
provide a complex open feedback, such as a
sequence of sentences or a text:
Examples: On Google Docs Forms this
element is designated:
• Paper abstract
“ PARAGRAPH TEXT”
• Full address
• Explain your motivation to join us
• Explain how the decision in the previous answer
was achieved
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12. 2. Forms overview
Radio Button
The Radio Button allows a single choice out of a list of
potential responses. The respondent can select one
and only one of the options
Examples: On Google Docs Forms this
element is designated:
• Gender (M/F)
“ MULTIPLE CHOICE”
• Age (several intervals)
• Do you want to receive our newsletter (Yes/No)
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13. 2. Forms overview
Check Box
The Check Box allows the respondent to select
multiple answers, from a list of possible responses, by
ticking the selected options
Examples: On Google Docs Forms this
element is designated:
• Areas of interest
“ CHECKBOXES”
• Previous work experience
• Select the places you’ve been before
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14. 2. Forms overview
Combo box
The Combo Box illustrates a single choice question,
just like the Radio Button, where respondents can
choose one and only one of the presented options:
Examples: On Google Docs Forms this
element is designated:
• Gender (M/F)
“ CHOOSE FROM A LIST”
• Age (several intervals)
• Do you want to receive our newsletter (Yes/No)
• Country (choose from a list of countries)
The difference between a Combo Box and a Radio
Button is simply it’s look & feel
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15. 2. Forms overview
Radio Button (with scale)
The Radio Button with scale is a particular application
of the Radio Button. respondents can choose one
option on a ranked list of options:
Examples: On Google Docs Forms this
element is designated:
• Degree of satisfaction
“SCALE (1-N)”
• Level of agreement
• Frequency of use
• Expected final ranking position
• How many appointments did you have this week?
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16. 3. Creating a Google Docs Form in
10 steps
In this section you will be presented a 10 steps approach on
how to create a Google Docs Form from beggining to end
15

17. 3. Creating a Google Docs Form
Step 1: Login to your Google Docs account
Go to http://docs.google.com and login to your Google Docs account, using your Gmail user
settings.
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18. 3. Creating a Google Docs Form
Step 2: Create a new form
Create a new Form. This will open a new window or tab with the Form Edition view
17

19. 3. Creating a Google Docs Form
Step 3: Insert form Title and Introduction
Form Title
Insert the Form Title and
Form Introduction. You
can also delete the Form introduction
Question 1 that is created
by default once you start Delete Question 1
a new form. A new
question setup will
appear immediately (go to
step 4)
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20. 3. Creating a Google Docs Form
Step 4: Insert questions
Fill the prompted fields to create the first question.
Click “Done” when the first question is defined
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21. 3. Creating a Google Docs Form
Step 5: Add new question
Click “Add question” and select the second question type
Insert question details and click done to save the question.
Repeat this step for all the questions you decide to include in your form. 20

22. 3. Creating a Google Docs Form
Repeat Step 5
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23. 3. Creating a Google Docs Form
Step 6: edit confirmation message
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24. 3. Creating a Google Docs Form
Step 7: save and preview your form
SAVE
NOTE: this is a print
screen, in your
browser window the
form should appear
PREVIEW
with a vertical scroll
bar
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25. 3. Creating a Google Docs Form
Step 8: discover the file in your Google Docs folder
Your form file will appear in your Google Docs account:
Google Docs
Edited today
Items owned by
me
Here are the two
forms created
today
Clicking on the file you will
open the spreadsheet view
of the form, with all the
questions and responses
NOTE: In Google Docs you can change the Form File
Name, without changing any content of the form 24

26. 3. Creating a Google Docs Form
Step 9: edit form properties
The spreadsheet view allows you to edit Go to form editor
form properties, share the form with
Go to live form
coworkers and activate email notifications
Activate/Deactivate
Access form
form
summary
Invite editors
Activate
notifications
Share
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27. 3. Creating a Google Docs Form
Step 10: making your form available
Direct URL Embedded
You can make your form available through your Direct URL created by Google Docs or Embedding
your form in another website or portal. The Embedded form can be done through the URL or an
HTML tag. Check your website or portal administration settings to determine how to do it
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28. QUESTIONS?
nuno.cesar.nunes@gmail.com
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