Modes of Survey Administration

The choice of how to administer a survey is a critical decision in the research process, directly influencing response rates, data quality, cost, and the types of questions that can be effectively asked. This “mode of administration” is the channel through which researchers engage with participants. The optimal mode depends on the target population, the research budget, the timeline, and the complexity of the questionnaire. The most common modes are online surveys, mail surveys, telephone interviews, and face-to-face interviews, each with a distinct profile of advantages and disadvantages

Online Surveys

Powered by ubiquitous internet access and platforms like Qualtrics and SurveyMonkey, online surveys have become a dominant mode of data collection. They are typically distributed via email invitation, links embedded on websites, or through social media. The respondent clicks a link and completes the questionnaire independently in a web browser. This method automates data collection, as responses are entered directly into a dataset, eliminating the need for manual data entry

  • Strengths
    • Cost-Effective: This is often the cheapest mode, as it eliminates printing, postage, and interviewer labor costs
    • Speed: Data can be collected from thousands of respondents in a matter of days or even hours
    • Convenience for Respondent: Participants can complete the survey at a time and place of their choosing
    • Complex Question Logic: Sophisticated skip patterns, randomization of questions and answer options, and piping (inserting previous answers into later questions) can be easily programmed
    • Reduced Social Desirability Bias: For sensitive topics, the perceived anonymity of an online survey may encourage more honest responses compared to interviewer-led modes
    • Multimedia Integration: Visual aids, videos, and audio clips can be easily embedded within the survey
  • Weaknesses
    • Coverage Error: This mode systematically excludes individuals without reliable internet access, a phenomenon known as the “digital divide.” This can lead to samples that underrepresent older adults, rural populations, and lower-income households
    • Low Response Rates: Email invitations are easy to ignore or may be caught in spam filters. Without personal contact, motivating participation can be challenging
    • Lack of Interviewer Support: If a respondent is confused by a question, there is no one available to provide clarification, which can lead to missing data or measurement error
    • Identity Verification: It can be difficult to confirm that the intended recipient is the person who actually completed the survey

Mail Surveys

The traditional mail survey involves sending a physical paper questionnaire, a cover letter explaining the study’s purpose, and a stamped return envelope to a sample of households. While its use has declined with the rise of the internet, it remains a viable option for reaching populations that are difficult to access online

  • Strengths
    • Broad Coverage: Mail surveys can reach nearly any household with a physical address, overcoming the digital divide
    • Respondent Anonymity: Like online surveys, the lack of an interviewer can make respondents feel more comfortable answering questions on sensitive topics
    • Respondent Pacing: Participants can complete the survey over time and consult personal records if needed to answer specific questions (e.g., about household expenditures)
  • Weaknesses
    • Low and Slow Response: Mail surveys are notorious for low response rates, and the data collection period is lengthy, as it relies on the speed of postal services
    • Cost: Printing, mailing, and return postage costs can be substantial, especially for large samples
    • Questionnaire Simplicity: Complex skip patterns are confusing and often poorly executed by respondents on paper, leading to errors
    • No Clarification: As with online surveys, there is no interviewer to help with confusing questions
    • Literacy Requirements: This mode assumes respondents can read and write in the language of the questionnaire

Telephone Interviews

In this mode, interviewers contact respondents by phone and administer the survey verbally. These are often conducted from centralized call centers using Computer-Assisted Telephone Interviewing (CATI) systems, which display the questions on a screen for the interviewer and allow for immediate data entry. The rise of mobile phones and caller ID has created new challenges for this mode

  • Strengths
    • High Speed of Data Collection: A team of interviewers can collect a large amount of data in a relatively short period
    • Interviewer Clarification: Interviewers can clarify ambiguous questions and probe for more complete, nuanced answers, improving data quality
    • Good Population Coverage: Most households have a telephone, providing broader access than online surveys, though challenges with cell-phone-only households persist
    • Higher Response Rates: It is often harder for a person to refuse a direct request from another person than to ignore an email or a mailed questionnaire
  • Weaknesses
    • Increasingly Difficult to Reach Respondents: The proliferation of spam calls has made the public wary of answering unknown numbers, and call-blocking technologies are common
    • Social Desirability Bias: Respondents may be more likely to give socially acceptable answers to a live interviewer than they would in a self-administered survey
    • Interviewer Effects: The interviewer’s tone, gender, or way of asking a question can subtly influence a respondent’s answers
    • Limited Complexity: Long lists of response options are difficult for respondents to remember over the phone, and visual aids cannot be used
    • Respondent Fatigue: Telephone interviews must be kept relatively short, as respondent patience wanes quickly

Face-to-Face Interviews

This mode involves an interviewer traveling to meet a respondent in person, typically in their home or a neutral location. The interviewer administers the questions and records the answers, often using a laptop or tablet with Computer-Assisted Personal Interviewing (CAPI) software. This is widely considered the gold standard for achieving high response rates and data quality

  • Strengths
    • Highest Response Rates: The personal touch and the rapport an interviewer can build often result in the highest cooperation rates of any mode
    • Ideal for Complex Surveys: Long, complicated questionnaires are most feasible in this mode. Interviewers can guide respondents, clarify questions, and use visual aids like show cards or videos
    • Rich Data Quality: Interviewers can probe for detailed, open-ended responses and observe non-verbal cues that may provide additional context
    • Reduced Nonresponse: Interviewers can encourage respondents to answer all questions, minimizing missing data
  • Weaknesses
    • Extremely High Cost: This is by far the most expensive mode due to interviewer salaries, training, and travel expenses
    • Time-Consuming: The logistics of scheduling and conducting in-person interviews make data collection a very slow process
    • Significant Interviewer Effects: The interviewer’s presence is most impactful in this mode. Their personal characteristics (age, race, gender) and behavior can introduce bias
    • Highest Potential for Social Desirability Bias: The direct, in-person interaction can create the strongest pressure for respondents to provide socially acceptable answers
    • Safety and Logistical Challenges: Ensuring the safety of interviewers and navigating access to certain neighborhoods or buildings can be difficult

Ultimately, researchers often use mixed-mode designs—combining methods like an email invitation followed by a mail survey or phone call—to leverage the strengths of one mode to compensate for the weaknesses of another. This decision is a critical trade-off between cost, speed, coverage, and the quality of the data collected