Internet, Phone, Mail, and Mixed-Mode Surveys :The Tailored Design Method

Publication subTitle :The Tailored Design Method

Author: Don A. Dillman  

Publisher: John Wiley & Sons Inc‎

Publication year: 2014

E-ISBN: 9781118921296

P-ISBN(Hardback):  9781118456149

Subject: C915 social investigation and social analysis

Language: ENG

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Disclaimer: Any content in publications that violate the sovereignty, the constitution or regulations of the PRC is not accepted or approved by CNPIEC.

Description

The classic survey design reference, updated for the digital age

For over two decades, Dillman's classic text on survey design has aided both students and professionals in effectively planning and conducting mail, telephone, and, more recently, Internet surveys. The new edition is thoroughly updated and revised, and covers all aspects of survey research. It features expanded coverage of mobile phones, tablets, and the use of do-it-yourself surveys, and Dillman's unique Tailored Design Method is also thoroughly explained. This invaluable resource is crucial for any researcher seeking to increase response rates and obtain high-quality feedback from survey questions. Consistent with current emphasis on the visual and aural, the new edition is complemented by copious examples within the text and accompanying website.

This heavily revised Fourth Edition includes:

  • Strategies and tactics for determining the needs of a given survey, how to design it, and how to effectively administer it
  • How and when to use mail, telephone, and Internet surveys to maximum advantage
  • Proven techniques to increase response rates
  • Guidance on how to obtain high-quality feedback from mail, electronic, and other self-administered surveys
  • Direction on how to construct effective questionnaires, including considerations of layout
  • The effects of sponsorship on the response rates of surveys
  • Use of capabilities provided by newly mass-used media: interactivity, presentation of aural and visual stimuli.
  • The Fourth Edition reintroduces the telephone—including coordinating land and mobile.

Grounded in the best research, the book offers practical how-to guidelines and detailed examples for practitioners and students alike.

Chapter

Why Emphasize Mixed-Mode Data Collection?

What Is Tailored Design and Why Is It Needed?

Conclusion

Chapter 2 Reducing People's Reluctance to Respond to Surveys

Example of a Survey With a High Response Rate

Using Social Exchange Concepts to Motivate Potential Respondents

Does Social Exchange Still Apply in Today’s Asynchronous and Rapid-Fire Communication Environment?

Increasing the Benefits of Survey Participation

Decreasing the Costs of Participation

Establishing Trust

It’s More Than Just Getting People to Respond

Putting the Parts Together: Some Guidelines for Applying Social Exchange

Guideline 2.1: Use a Holistic Approach to Design

Guideline 2.2: Social Exchange Concepts Should Be Applied Differently Depending on the Survey Population, Topic, Sponsorship, and Survey Mode(s) Available

Guideline 2.3: Identify and Evaluate Whether to Change or Eliminate Design Constraints That Are Especially Likely to Have a Negative Impact on Response and Data Quality

Mixed-Mode Designs Provide New Opportunities for Applying Social Exchange

Guideline 2.4: Use Multiple Modes of Communication to Gain More Opportunities to Increase Benefits, Decrease Costs, and Build Trust

Guideline 2.5: Use Multiple Modes of Response to Increase Benefits, Decrease Costs, and Build Trust

Guideline 2.6: Utilize Knowledge From Past Research and Feedback From Early Contacts to Adapt Implementation Procedures in Order to Reduce Nonresponse Error

Returning to the WSU Doctoral Student Experience Survey: Why It Obtained Such a High Response Rate

Conclusion

List of Guidelines

Guidelines for Applying Social Exchange

Guidelines for Applying Social Exchange in Mixed-Mode Surveys

Chapter 3 Covering the Population and Selecting Who to Survey

Essential Definitions and Their Use

Current Coverage and Access Considerations

Common Sampling Frames and Assessing How Well They Cover the Population

Area Probability Sampling

Address-Based Sampling

RDD Sampling

Telephone Directories

Lack of General Population Internet Frame

Other Alternatives

Reducing Coverage Error

Coverage Outcomes

Probability Sampling

How Large Should a Sample Be?

Identifying Household Members and Within-Household Respondent Selection

Postsurvey Adjustments and Calculating Sampling Error

Weighting

Calculating Sampling Error

Nonprobability Sampling

Conclusion

Chapter 4 The Fundamentals of Writing Questions

Issues to Consider When Starting to Craft Survey Questions

What Concepts Do I Need to Measure?

What Type of Information Is the Question Asking For?

What Survey Mode(s) Will Be Used to Ask the Questions?

Is This Question Being Repeated From Another Survey, and/or Will Answers Be Compared to Previously Collected Data?

Will Respondents Be Willing and Motivated to Answer Accurately?

The Anatomy of a Survey Question and Types of Question Formats

Guidelines for Choosing Words and Forming Questions

Guideline 4.1: Choose the Appropriate Question Format

Guideline 4.2: Make Sure the Question Applies to the Respondent

Guideline 4.3: Ask One Question at a Time

Guideline 4.4: Make Sure the Question Is Technically Accurate

Guideline 4.5: Use Simple and Familiar Words

Guideline 4.6: Use Specific and Concrete Words to Specify the Concepts Clearly

Guideline 4.7: Use as Few Words as Possible to Pose the Question

Guideline 4.8: Use Complete Sentences That Take a Question Form, and Use Simple Sentence Structures

Guideline 4.9: Make Sure “Yes” Means Yes and “No” Means No

Guideline 4.10: Organize Questions in a Way to Make It Easier for Respondents to Comprehend the Response Task

Conclusion

List of Guidelines

Guidelines for Choosing Words and Forming Questions

Chapter 5 How to Write Open- and Closed-Ended Questions

Guidelines for Writing Open-Ended Questions

Guideline 5.1: Specify the Type of Response Desired in the Question Stem

Guideline 5.2: Avoid Making Respondents (or Interviewers) Calculate Sums; When Possible, Have the Computer Do It

Guideline 5.3: Provide Extra Motivation to Respond

Guideline 5.4: Use Nondirective Probes to Obtain More Information on Open-Ended Items

General Guidelines for Writing All Types of Closed-Ended Questions

Guideline 5.5: When Asking Either/Or Types of Questions, State Both the Positive and Negative Side in the Question Stem

Guideline 5.6: Develop Lists of Answer Categories That Include All Reasonable Possible Answers

Guideline 5.7: Develop Lists of Answer Categories That Are Mutually Exclusive

Guideline 5.8: Consider What Types of Answer Spaces Are Most Appropriate for the Measurement Intent

Guidelines for Nominal Closed-Ended Questions

Guideline 5.9: Ask Respondents to Rank Only a Few Items at Once Rather Than a Long List

Guideline 5.10: Avoid Bias From Unequal Comparisons

Guideline 5.11: Randomize Response Options If There Is Concern About Order Effects

Guideline 5.12: Use Forced-Choice Questions Instead of Check-All-That-Apply Questions

Guidelines for Ordinal Closed-Ended Questions

Guideline 5.13: Choose Between a Unipolar or a Bipolar Scale

Guideline 5.14: Choose an Appropriate Scale Length—In General, Limit Scales to Four or Five Categories

Guideline 5.15: Choose Direct or Construct-Specific Labels to Improve Cognition

Guideline 5.16: If There Is a Natural Metric (e.g., Frequencies, Amounts, Sizes, etc.), Use It Instead of Vague Quantifiers

Guideline 5.17: Provide Balanced Scales Where Categories Are Relatively Equal Distances Apart Conceptually

Guideline 5.18: Verbally Label All Categories

Guideline 5.19: Remove Numeric Labels From Vague Quantifier Scales Whenever Possible

Guideline 5.20: Consider Branching (or Decomposing) Bipolar Scales to Ease Respondent Burden and Improve Data Quality

Guideline 5.21: Provide Scales That Approximate the Actual Distribution of the Characteristic in the Population, or Ask the Question in an Open-Ended Format to Avoid Biasing Responses

The Challenges of Writing Ordinal Closed-Ended Questions

Conclusion

List of Guidelines

Guidelines for Writing Open-Ended Questions

General Guidelines for Writing All Types of Closed-Ended Questions

Guidelines for Nominal Closed-Ended Questions

Guidelines for Ordinal Closed-Ended Questions

Chapter 6 Aural Versus Visual Design of Questions and Questionnaires

The Importance of Visual Design in Self-Administered Surveys

Visual Design Concepts and Their Application to Surveys

General Guidelines for the Visual Presentation of Survey Questions

Guideline 6.1: Use Darker and/or Larger Print for the Question Stem and Lighter and/or Smaller Print for Answer Choices and Answer Spaces

Guideline 6.2: Use Spacing to Help Create Subgrouping Within a Question

Guideline 6.3: Visually Standardize All Answer Spaces or Response Options

Guideline 6.4: Use Visual Design Properties to Emphasize Elements That Are Important to the Respondent and to Deemphasize Those That Are Not

Guideline 6.5: Choose Font, Font Size, and Line Length to Ensure the Legibility of the Text

Guideline 6.6: Integrate Special Instructions Into the Question Where They Will Be Used, Rather Than Including Them as Free-Standing Entities

Guideline 6.7: Separate Optional or Occasionally Needed Instructions From the Question Stem by Font or Symbol Variation

Creating an Effective Question Layout

Guidelines for the Visual Presentation of Open-Ended Questions

Guideline 6.8: Provide a Single Answer Box If Only One Answer Is Needed and Multiple Answer Boxes If Multiple Answers Are Needed

Guideline 6.9: Provide Answer Spaces That Are Sized Appropriately for the Response Task

Guideline 6.10: To Encourage the Use of Proper Units or a Desired Response Format, Provide Labels and Templates With Answer Spaces

Guidelines for the Visual Presentation of Closed-Ended Questions

Guideline 6.11: Align Response Options Vertically in One Column or Horizontally in One Row, and Provide Equal Distance Between Categories

Guideline 6.12: Place Nonsubstantive Options After and Separate From Substantive Options

Guideline 6.13: Consider Using Differently Shaped Answer Spaces (Circles and Squares) to Help Respondents Distinguish Between Single- and Multiple-Answer Questions

Guidelines for the Visual Presentation of Questionnaire Pages or Screens

Guideline 6.14: Establish Grouping and Subgrouping Within and Across Questions in the Questionnaire

Guideline 6.15: Establish Consistency in the Visual Presentation of Questions, and Use Alignment and Vertical Spacing to Help Respondents Organize Information on the Page

Guideline 6.16: Use Color and Contrast to Help Respondents Recognize the Components of the Questions and the Navigational Path Through the Questionnaire

Guideline 6.17: Visually Group Related Information in Regions Through the Use of Contrast and Enclosure

Guideline 6.18: Consistently Identify the Beginning of Each Question and/or Section

Guideline 6.19: Use Visual Elements and Properties Consistently Across Questions and Pages/Screens to Visually Emphasize or Deemphasize Certain Types of Information

Guideline 6.20: Avoid Visual Clutter

Guideline 6.21: Avoid Placing Questions Side by Side on a Page so That Respondents Are Not Asked to Answer Two Questions at Once

Guideline 6.22: Minimize the Use of Matrices and Grids, and When They Cannot Be Avoided, Minimize Their Complexity

A Case Study: The Use of Visual Design Principles to Improve Data Quality in the American Community Survey

Conclusion

List of Guidelines

General Guidelines for the Visual Presentation of Survey Questions

Guidelines for the Visual Presentation of Open-Ended Questions

Guidelines for the Visual Presentation of Closed-Ended Questions

Guidelines for the Visual Presentation of Questionnaire Pages or Screens

Chapter 7 Ordering Questions and Testing for Question Order Effects

Question Order

Guideline 7.1: Group Related Questions That Cover Similar Topics Together

Guideline 7.2: Begin With Questions Likely to Be Salient to Nearly All Respondents and Choose the First Question Carefully

Guideline 7.3: Place Sensitive or Potentially Objectionable Questions Near the End of the Questionnaire

Guideline 7.4: When a Series of Filter and Follow-Up Questions Are to Be Used, Ask All of the Filter Questions Before Asking the Follow-Up Questions

Guideline 7.5: Ask Questions About Events in the Order the Events Occurred

Guideline 7.6: Avoid Unintended Question Order Effects

Testing Questions and Questionnaires

Guideline 7.7: Obtain Feedback on the Draft Questionnaire From Content, Questionnaire, and Analysis Experts (i.e., expert reviews)

Guideline 7.8: Conduct Cognitive Interviews of the Complete Questionnaire in Order to Identify Wording, Question Order, Visual Design, and Navigation Problems

Guideline 7.9: Conduct Experimental Evaluations of Questionnaire Components

Guideline 7.10: Conduct a Small Pilot Study With a Subsample of the Population to Evaluate the Questionnaire

Guideline 7.11: Use Eye Tracking to Learn How Respondents Are Visually Processing Questionnaires

Guideline 7.12: Conduct Testing in the Mode or Modes That Will Be Used to Complete the Questionnaire

Guideline 7.13: Document and Archive All Aspects of the Survey Design

Conclusion

List of Guidelines

Question Order

Testing Questions and Questionnaires

Chapter 8 Telephone Questionnaires and Implementation

Types of Telephone-Only Surveys Today

Guidelines for Designing Telephone Questionnaires

Guideline 8.1: Break Complex Questions Into a Series of Simpler Questions

Guideline 8.2: Avoid Question Formats That Tax Respondents’ Memory

Guideline 8.3: Make Sure the Words the Interviewer Reads Clearly Convey What Is Being Asked

Guideline 8.4: Provide Clear and Simple to Recognize Cues to the Interviewer About What Material Must Be Read, What Is Optional, and What Should Not Be Read to the Respondent

Guideline 8.5: Locate Interviewer Instructions Where They Are Needed by Interviewers

Guideline 8.6: Include Conversational Cues and Short and Simple Transition Statements to Help Interviewers Administer the Questions

Guideline 8.7: Avoid the Use of Abbreviations and Special Characters and Include Pronunciations for Difficult Words, Names, or Places

Guideline 8.8: Include a “Don’t Know” or “Refused” Option for Every Question

Guideline 8.9: Provide Ways for Interviewers to Respond to and Record the Outcome of Every Possible Scenario That Can Be Anticipated

Guideline 8.10: Provide Standardized Scripts for Responses to Questions Respondents May Ask and to Address Any Special Procedures for the Study

Guideline 8.11: Display Each Individual Question on Its Own Screen to Reduce Clutter and Support Efficient Processing

Guideline 8.12: Include Additional Questions Needed for Screening and Weighting Surveys That Include Cell Phones

Guideline 8.13: Consider Offering Cell Phone Respondents Reimbursement for Their Minutes Used

Guidelines for Administering Telephone Questionnaires

Guideline 8.14: Provide a Short, Clear, and Persuasive Introduction to the Survey

Guideline 8.15: Read Questions Fully and Exactly, in Order, as They Appear in the Questionnaire

Guideline 8.16: Record Answers Exactly as Respondents Provide Them

Guideline 8.17: Focus on the Respondent and Practice Active Listening

Guideline 8.18: Use a Controlled Speaking Pace and Manage the Pitch and Tone of Your Voice

Guideline 8.19: Provide Encouragement and Targeted Feedback to Respondents

Guideline 8.20: Train Interviewers Before They Start Calling Sample Members and Provide Regular Follow-Up Trainings

Guidelines for Establishing Calling Rules and Procedures

Guideline 8.21: Make Multiple Attempts to Reach Someone at Each Sampled Telephone Number

Guideline 8.22: Vary the Days of the Week and Times of the Day That Call Attempts Are Made to Each Sample Member

Guideline 8.23: Decide How Telephone Numbers Will Be Dialed and Review Legal Rules About Calling

Guideline 8.24: Implement a System for Tracking Every Call Attempt and Assign Each Sample Member a Unique ID Number

Guideline 8.25: Decide Whether to Provide a Phone Number or Description That Displays on Caller ID

Guideline 8.26: Consider Leaving a Voice Mail Message, Especially When Calling Cell Phones

Guideline 8.27: Establish Procedures for Dealing With Inbound Calls

Guideline 8.28: Maintain an Internal Do Not Call List

Quality Control and Testing Guidelines for Telephone Surveys

Guideline 8.29: Obtain Expert Review and Conduct Cognitive Interviews, Experimental Evaluations, and Pilot Studies of Implementation Materials and Procedures

Guideline 8.30: Test the Programming of the Autodialer, CATI Software, and the Database as Well as Interviewer Workstations

Guideline 8.31: Implement a System for Monitoring Progress and Evaluating Early Calling

Guideline 8.32: Collect Paradata That Provides Feedback About the Questionnaire and Implementation Process Whenever Possible

Guideline 8.33: Monitor Interviewer Performance to Ensure Quality, Identify Areas for Retraining, and Develop Metrics for Tracking Interviewer Performance

Guideline 8.34: Validate That Interviews Were Conducted Accurately

Conclusion

List of Guidelines

Guidelines for Designing Telephone Questionnaires

Guidelines for Administering Telephone Questionnaires

Guidelines for Establishing Calling Rules and Procedures

Quality Control and Testing Guidelines for Telephone Surveys

Chapter 9 Web Questionnaires and Implementation

Guidelines for Designing Web and Mobile Questionnaires

Guideline 9.1: Decide How the Survey Will Be Programmed and Hosted

Guideline 9.2: Evaluate the Technological Capabilities of the Survey Population

Guideline 9.3: Take Steps to Ensure That Questions Display Similarly Across Different Devices, Platforms, Browsers, and User Settings

Guideline 9.4: Offer a Questionnaire Optimized for Mobile (Browser or App Based)

Guideline 9.5: Decide How Many Questions Will Be Presented on Each Web Page and How Questions Will Be Arranged

Guideline 9.6: Create Interesting and Informative Welcome and Closing Screens That Will Have Wide Appeal to Respondents

Guideline 9.7: Develop a Screen Format That Emphasizes the Respondent Rather Than the Sponsor

Guideline 9.8: Use a Consistent Page Layout Across Screens and Visually Emphasize Information That Is Essential to Completing the Survey While Deemphasizing Inessential Information

Guideline 9.9: Allow Respondents to Back Up in the Survey

Guideline 9.10: Do Not Require Responses to Questions Unless Absolutely Necessary for the Survey

Guideline 9.11: Design Survey-Specific and Item-Specific Error Messages to Help Respondents Troubleshoot Any Issues They May Encounter

Guideline 9.12: Evaluate Carefully the Use of Interactive Features, Balancing Improvements in Measurement With the Impact on Respondent Burden

Guideline 9.13: Do Not Include a Graphical Progress Indicator

Guideline 9.14: Use Audiovisual Capabilities of the Web Sparingly, and Evaluate the Differential Effect They May Have on Respondents

Guideline 9.15: Allow Respondents to Stop the Survey and Finish Completing It at a Later Time

Guideline 9.16: Whenever Possible, Collect Paradata That Provide Feedback on How the Respondent Interacts With the Questionnaire

Guidelines for Web and Mobile Survey Implementation

Guideline 9.17: To the Extent Possible, Personalize All Contacts to Respondents

Guideline 9.18: Consider Sending an Incentive Electronically With the Survey Request

Guideline 9.19: Use Multiple Contacts and Vary the Message Across Them

Guideline 9.20: Carefully and Strategically Time All Contacts With the Population in Mind

Guideline 9.21: Keep E-Mail Contacts Short and to the Point

Guideline 9.22: Carefully Select the Sender Name and Address and the Subject Line Text for E-Mail Communications

Guideline 9.23: Take Steps to Ensure That E-Mails Are Not Flagged as Spam

Guideline 9.24: Assign Each Sample Member a Unique ID Number

Guideline 9.25: Work Within the Capabilities and Limits of the Web Server(s)

Quality Control and Testing Guidelines for Web and Mobile Surveys

Guideline 9.26: Obtain Expert Review and Conduct Cognitive Interviews, Experimental Evaluations, and Pilot Studies of Web Implementation Materials and Procedures

Guideline 9.27: Test the Survey Using a Variety of Devices, Platforms, Connection Speeds, Browsers, and User-Controlled Settings, and Test the Database to Ensure That Items Are Collected and Coded Correctly

Guideline 9.28: Establish a Procedure for Dealing With Bounced E-Mails

Guideline 9.29: Establish Procedures for Tracking Incentives

Guideline 9.30: Establish Procedures for Dealing With Respondent Inquiries

Guideline 9.31: Implement a System for Monitoring Progress and Evaluating Early Completes

Guideline 9.32: Develop Procedures to Ensure Data Security

Conclusion

List of Guidelines

Guidelines for Designing Web and Mobile Questionnaires

Guidelines for Web and Mobile Survey Implementation

Quality Control and Testing Guidelines for Web and Mobile Surveys

Chapter 10 Mail Questionnaires and Implementation

Guidelines for Designing Paper Questionnaires

Guideline 10.1: Determine Whether Keypunching or Optical Imaging and Scanning Will Be Used, and Assess the Limitations That May Impose on Designing and Processing Questionnaires

Guideline 10.2: Construct Paper Questionnaires in Booklet Formats, and Choose Physical Dimensions Based Upon Printing and Mailing Considerations

Guideline 10.3: Decide Question Layout and How Questions Will Be Arranged on Each Page

Guideline 10.4: Use Symbols, Contrast, Size, Proximity, and Pagination Effectively When Designing Branching Instructions to Help Respondents Correctly Execute Them

Guideline 10.5: Create Interesting and Informative Front and Back Cover Pages That Will Have Wide Appeal to Respondents

Guidelines for Implementing Mail Questionnaires

Guideline 10.6: To the Extent Possible, Personalize All Contacts to Respondents (Even When Names Are Unavailable)

Guideline 10.7: Send a Token of Appreciation With the Survey Request

Guideline 10.8: Send a Postage Paid Return Envelope With the Questionnaire

Guideline 10.9: Use Multiple Contacts, Each With a Different Look and Appeal

Guideline 10.10: Carefully and Strategically Time All Contacts

Guideline 10.11: Select All Mail-Out Dates With the Characteristics of the Population in Mind

Guideline 10.12: Place Information in the Mailing Exactly Where It Needs to Be Used

Guideline 10.13: Take Steps to Ensure That Mailings Will Not Be Mistaken for Junk Mail or Marketing Materials

Guideline 10.14: Evaluate the Impact of Size and Weight of Mailing Materials on Mailing Costs

Guideline 10.15: Assemble the Mailings in a Way That Maximizes the Appealing Aspects of Each Element When the Package Is Opened

Guideline 10.16: Ensure That All Addresses in the Sample Comply With Current Postal Regulations

Guideline 10.17: Assign an Individual ID Number to Each Sample Member

Quality Control and Testing Guidelines for Mail Surveys

Guideline 10.18: Obtain Expert Review and Conduct Cognitive Interviews, Experimental Evaluations, and Pilot Studies of Implementation Materials and Procedures

Guideline 10.19: Test All Systems for Producing and Mailing Contacts and Questionnaires and Closely Examine Production Quality Proofs of All Materials

Guideline 10.20: Establish Procedures for Dealing With Undeliverable Mail

Guideline 10.21: Establish Procedures for Dealing With Returned Incentives

Guideline 10.22: Establish Procedures for Dealing With Respondent Inquiries

Guideline 10.23: Evaluate Early Returns for Problems That Can Be Addressed Midstride

Conclusion

List of Guidelines

Guidelines for Designing Paper Questionnaires

Guidelines for Implementing Mail Questionnaires

Quality Control and Testing Guidelines for Mail Surveys

Chapter 11 Mixed-Mode Questionnaires and Survey Implementation

When Single-Mode Surveys Are Not Acceptable

Why Consider a Mixed-Mode Survey Design

Lower Costs

Improve Timeliness

Reduce Coverage Error

Improve Response Rates and Reduce Nonresponse Error

Reduce Measurement Error

Combined Effects

Guidelines for Designing Questionnaires That Will Minimize Measurement Differences Across Survey Modes

Guideline 11.1: Use the Same Question Format and Wording Across Modes

Guideline 11.2: Use Similar Visual Formats Across Modes

Guideline 11.3: Use Similar Wording and Visual Formats Across Web and Telephone Surveys

Guideline 11.4: When Mixing Mail and Web, Leverage Web Technologies When They Will Help Respondents Navigate the Questionnaire or Reduce Errors, But Not When They Will Likely Result in Measurement Differences

Guideline 11.5: When Mixing Web or Paper With Telephone, Give Priority in Both Modes to the Short and Simple Stimuli Needed for Telephone

Guideline 11.6: When Mixing Web or Mail With Telephone, Build in Conversational Cues and Transition Statements to Unify the Design Across Modes

Guideline 11.7: If There Is Even a Small Chance of Mixing Modes in the Project, Design the Questionnaire for the Possibility of Mixed-Mode Data Collection

Guideline 11.8: Recognize That Even With Unified Mode Design, Some Measurement Differences May Still Occur Across Modes

Expanding the Research Base for Designing Mixed-Mode Surveys

Guidelines for Using Multiple Contact Modes to Achieve More Effective Communication With Potential Respondents

Guideline 11.9: Obtain Contact Information for More Than One Survey Mode Whenever Possible

Guideline 11.10: Use Multiple Contact Modes to Increase the Likelihood of Contacts Being Received and Attended to by the Sample Members

Guideline 11.11: Use Contact by a Mode Different Than the Response Mode to Increase Trust That the Survey Is Legitimate and Useful

Guideline 11.12: Send a Token Cash Incentive With an Initial Postal Mail Contact to Increase Trust in the Survey

Guideline 11.13: Consider Including a Second Cash Incentive in a Later Contact to Improve Response Rates

Guidelines for Providing Alternative Response Modes

Guideline 11.14: Utilize Information on Respondent Mode Preferences When Practical, but Recognize That Improvements in Response Rates and Data Quality May Be Quite Modest

Guideline 11.15: Avoid Offering a Simultaneous Choice of Response Modes Unless Barriers to Responding in Both Modes Are Removed

Guideline 11.16: Offer a Mail Response Option After a Web Response Option in Sequential Mixed-Mode Designs to Increase Response Rates and Improve Data Quality

Guideline 11.17: When Possible Utilize a Sponsor That Has an Established Connection With Sample Members to Increase Response

Guideline 11.18: Reduce Survey Costs by Withholding More Expensive Response Modes Until Later in the Implementation Process

Guideline 11.19: When Using Multiple Contact and Response Modes, Choose Software and Management Tools That Facilitate an Integrated Design and Implementation Process

From Individual Guidelines to Practical Study Designs

Applying the Mixed-Mode Guidelines

Guidelines for Testing Mixed-Mode Surveys

Guideline 11.20: Review and Test the Questionnaires for Each Survey Mode Being Used

Guideline 11.21: Test All Implementation Procedures, Especially the Coordination Across Modes

Guideline 11.22: Plan an Initial Pilot Test, Especially If Testing a New Mixed-Mode Design

Guideline 11.23: Document and Disclose the Methodology Used and the Results Achieved

Conclusion

List of Guidelines

Guidelines for Designing Questionnaires That Will Minimize Measurement Differences Across Survey Modes

Guidelines for Using Multiple Contact Modes to Achieve More Effective Communication With Potential Respondents

Guidelines for Providing Alternative Response Modes

Guidelines for Testing Mixed-Mode Surveys

Chapter 12 Responding to Societal Change and Preparing for What Lies Ahead

Panels and Longitudinal Surveys

Nonprobability Sampling

New Mobile Devices and Technology

Supplementing Questionnaires With Measurement Using Electronic Devices

Big Data and Administrative Records

Data Security

Specialized Purpose Surveys

International and Cross-Cultural Surveys

The Challenge of Connecting With Empowered but Diverse Respondents

References

Author Index

Subject Index

EULA

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