There are different types of surveys to measure customer satisfaction and loyalty, depending on your goals and resources. For instance, the Customer Satisfaction Score (CSAT) is a simple survey that asks customers to rate their satisfaction with a product, service, or interaction on a scale from 1 to 5 or 1 to 10. It can be used to measure the quality of customer service at a given point in time. The Net Promoter Score (NPS) is more comprehensive and asks customers to rate their likelihood of recommending your business on a scale from 0 to 10. It is helpful for measuring customer loyalty and advocacy over time. Lastly, the Customer Effort Score (CES) is newer and asks customers to rate how easy or difficult it was for them to achieve their desired outcome with your business on a scale from 1 to 5 or 1 to 7. This survey can be used to measure the convenience and friction of your customer service process.
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Often, a survey may include several of these types of questions. For example, both a Net Promoter and a Customer Satisfaction may be included. Equally important to these types of questions is a follow-up question asking for reasons why a particular answer was selected.
Once you have chosen your survey type, it's important to design your survey questions carefully and clearly. Use simple language that your customers can understand and relate to, and avoid leading, biased, or ambiguous questions that can influence or confuse answers. Additionally, include open-ended questions that allow customers to express their opinions and suggestions in their own words. It's also wise to limit the number of questions to avoid survey fatigue and low response rates. Ideally, your survey should take no more than 5 minutes to complete. Before launching it to the whole population, test your survey on a small sample of customers to identify and fix any errors or issues with the design.
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Gathering feedback from your internal team can help garnish more micro honed questions. It also gives your front line team the chance to be apart of a process/implementation to hopefully improve something that might impact their daily work.
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You want your questions to be specific. Generalized questions or questions that are too open-ended about your service or product are often unhelpful in aiding to truly improve your business. Make it easier on your customer to feel comfortable with providing honest feedback by asking better questions.
Once you’ve designed your survey questions, you need to execute your survey strategy effectively and efficiently. This involves selecting the best time, channel, and incentive for your survey. When choosing the right time, consider sending the survey soon after the customer has interacted with your business, while their experience is still fresh in their mind. However, avoid peak hours or busy periods, as customers may be less likely to respond. As for the channel, pick the one that is most convenient and relevant for your customers, such as email, SMS, phone, web, or social media. Additionally, ensure that your survey is compatible and accessible across various devices and platforms. Lastly, offer customers a motivating reason to complete your survey – such as a discount, reward, donation or a chance to win a prize – and communicate how it will benefit them and your business.
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Also consider where in the customer journey you send out this survey. If too much time passes by after they have completed the service or used the product they may not give true feedback.
Finally, you need to interpret your survey results accurately and meaningfully. This means analyzing the data and extracting the insights that can help you improve your customer service performance. To do this, calculate your survey metrics such as CSAT, NPS, or CES by using the appropriate formulas and benchmarks. Additionally, segment your survey data by different criteria like demographics or product, and read and categorize open-ended responses with keywords, themes, or sentiment analysis. Then act on your survey results by implementing changes, improvements, or innovations based on customer feedback. Be sure to communicate these actions and outcomes to your customers and thank them for their participation and input.
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Another valuable way of utilizing survey results is to look at participation patterns. There can be some very useful insights that can be drawn from analyzing simple participation in your survey. Was there elevated participation due to some new positive or negative events or product release? Are certain types of recurring issues more likely to cause participation even though the number of individuals impacted is low? Are there certain agents that somehow convince greater positive survey participation, and you want to learn what best practices can be gleaned from them? Analyzing participation trends can be just as helpful as looking at the contents of the survey answers.
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Its important not to view results in a vacuum or worse rose colored glasses ! How do your results compare to how the rest of the industry is doing ? How do they compare to other segments of your industry or other industries with which you at least partially compete ? What are your customers saying when you speak to them directly. What do the members of your team say the customers are telling them ? You need feedback from multiple channels to compensate for the inevitable margin of error in any one channel. Intelligence from all channels need to then be considered against each other.
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I feel it is critical to weigh current trends such as: Last 6 Weeks, Last Full Month In addition to: National Brand Benchmark comparisons As well as: Year of Year property comparisons. I want my staff to know how well they perform where others struggle and where they struggle where others succeed. Including how well we historically performed. I also want my staff to know their trends of improvement over time. If there's a spectacular score I enjoy researching my location's place among the brand for that judged category using the Ranker feature. For those competitive minded staff it helps knowing how many properties are out performing us.
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The hardest part about surveys is when the metrics are used to judge a store or team in specific and the feedback is not actually used to improve the customer experience. We are told to specifically ask customers to give us a "10" on the survey so that way we always stay in the green instead of trying to make sure the customer's needs were met. This can skew the results. I have seen plenty of surveys where the customer's comments are definitely negative but they gave us a "10" overall anyways. On top of that many of the surveys are taken by customers that are in the store quite frequently. This allows them to repeatedly fill out surveys to help out the cashiers who are under pressure to ask for those "10".
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