Skip to main content icon/video/no-internet

The survey introduction is a key step that affects the survey's response rate; therefore, interviewers need special training in it. A key part of an interviewer's role is to gain cooperation from the respondent. This opportunity for enlisting cooperation occurs within a time period of variable length, which starts with the interviewer's initial contact with the sampled unit and continues until the selected respondent agrees to participate in the survey or provides a definitive “no.” Depending on the survey design, this conversation is often conducted over multiple callbacks. This time period has traditionally been called the doorstep introduction. In this entry, it is referred to as the survey introduction.

Interviewers' abilities to gain cooperation during the introduction to a survey vary greatly. For example, in exploring interviewers' survey introduction skill versus respondents' reluctance, Pamela Campa-nelli and her colleagues found that interviewers' skill could affect response rates by 13 to 20 percentage points for in-person surveys.

This entry details the five parts of the survey introduction and discusses the differences and similarities of introductions for surveys of establishments and surveys of households.

Parts of Introduction

The survey introduction can be thought as being made up of five parts, which generally occur in the following order.

1. Interviewers Introduce Themselves

In this first step the interviewers are typically trained to introduce themselves by saying their name; the name of the survey organization, sponsor, or both; and the topic of the survey. For example,

Hello, I'm Pamela Jones calling from Research Inc. We are doing a study about health care and doctors for the ABC Institute of Health.

Although this sounds simple, this is a very critical step. As suggested by the University of Michigan's Interviewer's Manual, interviewers must convince the respondent that he or she is a professional interviewer from a reputable organization, who is collecting valuable and important data and that the respondent is key to the success of the research.

Interviewers' voice, manner, and beliefs about themselves make as much of a difference as what they say. Interviewers should show a warm, friendly, confident manner and speak slowly. If interviewers believe they will have difficulty and are not confident, this will show.

For in-person surveys, the interviewer's appearance can also be a factor in providing credibility. At the U.K. National Centre for Social Research, interviewers are not told specifically what to wear, but they are told to be “neat and neutral.” For in-person surveys, interviewers have the advantage of being able to show their identification card, and it is generally suggested that interviewers smile and make eye contact.

2. Advanced Letters

Use of an advance letter is common for in-person surveys and also can be used in many telephone surveys. An advance letter gives interviewers a psychological advantage. They are not making a cold call but one that has been warmed by the legitimacy of the advance letter. Even if the person who answers the door (or answers the phone) has not received or read the letter, interviewers can still use the letter to their advantage. Well-trained interviewers have copies of the letter with them (or at least know the content) and use this as a peg to start a

...

  • Loading...
locked icon

Sign in to access this content

Get a 30 day FREE TRIAL

  • Watch videos from a variety of sources bringing classroom topics to life
  • Read modern, diverse business cases
  • Explore hundreds of books and reference titles

Sage Recommends

We found other relevant content for you on other Sage platforms.

Loading