---
generated_by: surveylegend-page-markdown
title: Phone Survey Participation Template | SurveyLegend
description: Find out what makes research calls easier to recognize and join.
  Adapt seven phone survey participation questions in SurveyLegend.
canonical: https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/phone-survey-participation-template/
---

# Phone Survey Participation Template

An unanswered call does not explain why someone declined. Use seven questions to learn whether the invitation, caller identity, timing or interview format needs attention.

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**SurveyLegend** 1 / 7

Phone Survey Participation

After reading the invitation, how clear is the purpose of the proposed research call?

Very unclear

Somewhat unclear

Neither clear nor unclear

+3 more answer choices

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Phone Survey Participation [Preview](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/phone-survey-participation-template/#try-template)

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An unanswered call does not explain why someone declined. Use seven questions to learn whether the invitation, caller identity, timing or interview format needs attention.

This phone survey participation template helps a research team improve how it invites adults to one planned telephone study. Show a plain-language invitation first, then ask what would make participation practical. SurveyLegend can be used to build the feedback questionnaire; the team must manage recruitment and calls through its own approved process.

## When to Use This Template

Use this questionnaire while piloting recruitment materials, before calling the full sample. Include people who would decline a call as well as those willing to join. SurveyLegend’s overview of [telephone surveys ](https://www.surveylegend.com/types-of-surveys/telephone/)explains the method; this template addresses the narrower question of how an invitation and call process could work for potential participants.

**Create your phone survey participation in SurveyLegend**

This phone survey participation template helps a research team improve how it invites adults to one planned telephone study. Show a plain-language invitation first, then ask what would make participation practical.

## 7 Phone Survey Participation Survey Questions

Please consider the proposed research call described above. These questions ask about your preferences, not permission to call you. Participation is voluntary and every question is optional. Do not enter a phone number, name or health information.

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## A little feedback. A clearer picture.

Explore this 7-question example at your own pace. Every question is optional.

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SurveyLegend demo Question 1 of 7

### Phone Survey Participation

01 After reading the invitation, how clear is the purpose of the proposed research call?

Choose one answer, or skip this question.

Very unclear Somewhat unclear Neither clear nor unclear Somewhat clear Very clear I have not read the invitation

02 What would help you recognize a legitimate call from this study?

Choose the options that apply, or skip this question.

A study phone number provided in advance The research organization named in advance A way to verify the study independently A scheduled call I have agreed to None of these Something else Not sure

03 Which first invitation format would you prefer?

Choose one answer, or skip this question.

Email describing the study Postal letter describing the study Text message describing the study An invitation during an existing appointment or meeting No invitation preference I would prefer not to be invited Another format

04 Which arrangement would make the research call most practical for you?

Choose one answer, or skip this question.

A time agreed in advance A choice of callback times A way for me to call the study team No scheduling arrangement is needed A phone call would not work for me Not sure

05 What is the main reason you might not take part in this research call?

Choose one answer, or skip this question.

Uncertainty about who is calling The proposed call length Finding a private place Hearing or communication access The subject of the study Inconvenient timing I am not interested No particular barrier Another reason Prefer not to say

06 If a phone interview did not suit you, which available alternative would you prefer?

Choose one answer, or skip this question.

An online questionnaire A paper questionnaire An in-person conversation No alternative is needed I would not take part through another method Another format Not sure

07 What would you change in the invitation or call arrangements?

Share your answer, or skip this question.

#### One last look

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0 answered

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## How to Adapt the Questionnaire

Replace the example invitation with the actual study purpose, expected call length, sponsor, verification route and privacy explanation. Offer only invitation and response formats the project can support, and change all copies together. Keep “I would not take part” available. Review wording for [leading questions ](https://www.surveylegend.com/survey-questions/leading-questions/); do not tell respondents that calls are convenient or trustworthy. Collect any later permission and contact details separately.

## When to Ask

Test the questionnaire after people have seen the invitation but before recruitment opens. Use an existing permitted contact route or voluntary pilot panel; do not cold-call people to ask why they dislike cold calls. Give a definite feedback deadline and explain who will review the responses.

## How to Use the Responses

Start with purpose clarity, then compare recognition and scheduling preferences. Review barriers among people who say a phone call would not work; averaging their answers with willing participants can hide an access problem. Multiple-choice percentages may exceed 100%. A pilot recruited online will miss some people with limited digital access, and preferences do not predict an achieved response rate. Select one feasible invitation change, test comprehension again and keep refusals separate from failed contact.

## What the Research Adds

Peters and colleagues (2023) examined caller ID and text messaging in two waves involving 1,313 surgical patients. Their abstract identifies “getting patients to answer calls from unknown numbers” as a barrier. The study supports paying attention to recognition and contact arrangements, which informs Questions 2–4 here. It used a clinical setting and a comparison with routine hospital calls, not a randomized test of this questionnaire. Its response rates should not be promised for another project. Read the [patient survey study ](https://journals.sagepub.com/doi/10.1177/26320843231167496).

## Frequently asked questions

### Is this the script for my main telephone study?

No. It gathers feedback on the invitation and call arrangements. Write the substantive interview questions separately for the study's own objective.

### Do these answers authorize a research call?

No. Preferences and participation permission are different. Use the project's approved consent and contact process before arranging any call.

### Can caller ID prove a call is genuine?

No. Provide an independent verification route. A recognizable displayed number is a cue, not proof of identity.

## Printable Phone Survey Participation Survey

Provide the actual invitation as an introductory panel, followed by the seven optional questions. Use single-select circles, multi-select squares for Question 2 and a lined area for Question 7. State that no contact permission is collected; include no phone-number field. Paper responses need separate review or manual entry; they are not automatically added to online results.

![First page of the printable Phone Survey Participation Template with questions and answer spaces](https://www.surveylegend.com/survey-template-media/pdf-previews/phone-survey-participation-template-pdf-preview.avif)

[![](https://www.surveylegend.com/user-guide-media/icons/download-pdf.svg) Download the questionnaire](https://www.surveylegend.com/downloads/survey-templates/phone-survey-participation-template.pdf)

Export Phone Survey Participation Survey as PDF

## AI Prompt: Phone Survey Participation Survey

Copy this phone survey participation survey prompt into an AI assistant to prepare the questionnaire. Review the result, then build and customize it in SurveyLegend. It does not automatically create or transfer a survey.

## Phone Survey Participation Survey Prompt

AI Prompt: Phone Survey Participation Survey

[Create this survey in SurveyLegend](https://www.surveylegend.com/register/)

Copy the prompt into an AI assistant to draft the questions, then build your survey in SurveyLegend.

[Sign in](https://app.surveylegend.com/) to SurveyLegend to build your phone survey participation survey

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