Customer Satisfaction Survey Questions

USAA Survey says Shoppers Plan to Use Cash this Holiday Season

Friday, November 6, 2009 by Jake Waage
Retail Survey Says Shoppers will use cash, not credit, this holiday seasonUSAA Survey says Shoppers Plan to Use Cash this Holiday Season USAA, the insurance and financial company who we've reported tops customer satisfaction surveys time and time again says shoppers are planning to use more cash and less credit this holiday season. Their insurance survey report shows 85% of shoppers plan to use cash and 62% plan to use more cash this year than last year.

They also found that 56% of consumers have been saving cash throughout the year to spend during the holidays. This jives with other survey research that Americans are, in general, saving more and spending less. Perhaps more important to USAA's financial services business, though, is their data which shows that 74% of those who plan to use a credit card for their holiday purchases plan to pay off the balance immediately

On a broader note, a retail survey commissioned by the National Retail Foundation reports overall holiday sales will be down about 1% and that two-thirds of families have adjusted their holiday plans due to the economy.

Online retailers continue to be the bright spot, however, with sales expected to increase about 8%, according to Forrester Research

What is a Survey?

Friday, November 6, 2009 by Sherrie Mersdorf
What is a Survey?Rarely are we asked the question, What is a survey? Typically questions follow the path of, Why do I need a survey program? What am I going to get out of conducting online web surveys to collect customer feedback? Or How do I get started measuring employee satisfaction with online questionnaire templates?

However, sometimes it's good to define market research and what it means, and answer the rarely asked question, What is a survey?

Market Research Definition (mahr-kit-ree-surch)
The gathering and studying of data relating to consumer preferences, purchasing power, etc., especially prior to introducing a product on the market.

Survey Definition (ser-vey)
Collect quantitative information about items in a population. Surveys of human populations and institutions are common in political polling and government, health, social science and marketing research.

Chances are though, you're still wondering about those other questions. These posts may help you answer those ever burning questions about why you should create and design surveys.

New to Survey Design? Use Pre-Created Survey Templates

Thursday, November 5, 2009 by Lisa Boruah
Cvent offers a variety of Pre-Designed Survey Templates you can choose from for your first online web survey. These internet survey templates contain default questions, email, welcome and thank you text which you can utilize when designing a questionnaire. You can also choose from over 50 different graphical templates to suit the look and feel of your survey forms. Here’s a list of the different pre-created survey templates that you can use to build the base of your survey:

Advertisement Evaluation
Association Member Survey
Blank Survey
Buying Experience Survey
Company Evaluation
Customer Satisfaction Questionnaire
Customer Service Satisfaction Survey
Demographic Survey
Employee Benefits Survey
Employee Exit Interview
Employee Satisfaction Questionnaire
Internet Behavior Survey
Post-Event Survey
Pre-Event Survey
Product Feedback Survey
Senior Management Evaluation
Training Evaluation

Besides this vast list of pre-designed questionnaires and graphical survey templates, Cvent also offers you a Question Library, which is filled with Customer Service, Demographics, Event, HR/Training, Marketing/Sales questions that you can utilize in your survey.

So! Go ahead and Sign up for an online web survey free trial account now and enjoy these á-la-carte features absolutely free.

Acting on Research Results

Thursday, November 5, 2009 by Kelli Kelley
Completing a study is just the first step in the market research process. A good researcher knows there is plenty of work left to be done analyzing survey data and taking action on survey results.

Stay in touch with the client and schedule presentations of the research. If you have a client contact assigned to the project, go over the preliminary survey data to see what key findings they feel are the most important to share. Create presentations around these key findings. You can also create separate market survey reports for different groups within the same company.

For example, if you have just completed a large product survey that includes feedback on customer satisfaction, the client may want a presentation simply on customer feedback for their customer service team.

A good researcher also has an eye for finding problems. If you notice an area for improvement in the course of your market research analysis, propose a solution to that problem for the client. Take this market research survey example, customers complain about being on hold too long when calling customer service. You could propose several ideas from hiring more staff to setting time goals for staff to talk to customers.

Even though the client may not agree with your solution ideas, ignoring problems you identify through the research is a bad idea. The client is paying you to compile and analyze research data, and they will likely appreciate all your efforts even if the information does not fit in with their current business plan.

Writing Surveys for Your Audience

Wednesday, November 4, 2009 by Kelli Kelley
Market researchers write survey questions for different audiences all the time. Sometimes the groups are broad, like consumers or non-consumers, and sometimes they are far narrower, like employees at a small advertising agency. When writing surveys for any audience, be sure and use the clearest and most sensible language to communicate with that audience.

For instance, if you were hired by the small advertising company to complete a 360 performance survey, you should use the correct title structure for supervisors and employees at the company. You don’t want to refer to managers, if at the agency supervisors are referred to as account executives. It would be confusing and yield improper results for your employee questionnaire.

Similarly, if you were performing a bank customer satisfaction survey, you wouldn’t want to ask survey respondents who only have standard checking accounts about their habits with their savings accounts.

In addition to doing the research necessary to communicate with your audience, you must also use clear language. There’s nothing worse than trying to respond to a survey questionnaire that is poorly written, with confusing grammar or overly long sentences.

Writing as clearly and directly as possibly will give you the answers you need. Have multiple people proofread your survey if possible. Everyone processes information differently and a variety of people may find different errors or points of confusion. Having others read the survey is beneficial, because as the survey creator it is hard not to be biased. You need to make sure it is clear to the respondents and as the survey creator, it is hard not to be biased.

3 Steps to Filtering your Survey Views

Tuesday, November 3, 2009 by Caitlin Rawles
One of the great things about Cvent Web Surveys software application is that it is constantly getting “better.” I, for one, am not aware of another survey software company that can state with confidence that 80% of all product enhancements come directly from the requests of current clients. Cvent, however, has certain processes in place so that every time a client expresses interest in seeing a new feature added to the online survey application, this request is quickly relayed to our technical team.

For those of you who were clients before our most recent product release in August 2009, you definitely noticed at least one big change in your account the first time you logged in after the release. As soon as you logged into your Cvent Web Surveys account, you saw that your surveys were no longer organized into folders on the Survey Selection page. Instead, they are now displayed in “views.”

Now, you may wonder why I chose to write my blog post this week on the transition from folders to survey views. It may seem like a pretty dry topic. I wanted to write on this particular survey subject because I get so many calls from clients asking how to create a new survey view that pull the appropriate surveys into view. If you have a lot of surveys created in your account, then this is a pretty important thing to know how to do, so that you don’t have to sort through all of your company’s surveys just to find the few that you are personally working on!

When you are ready to create a new survey view and filter the appropriate surveys into this view, you need to remember 3 simple steps:

1) Create a survey custom field. You can create survey custom fields under the Administration tab, on the same page that you create contact custom fields. Survey custom fields are primarily used to classify the surveys in your account and pull them into the appropriate views on the Survey Selection page. So, for example, if your marketing department and human resources department are running surveys, you may want to create 2 separate survey views, one for each department. The first step to do this would be to create a survey custom field for department.

Create Survey Views 2) Create a new view on the Survey Selection page. You can create a new survey view by choosing “add new view” from the Display drop-down menu. When you add the new view, you will need to name it and also specify certain options (i.e. whether you would like the view to be private or public). Finally, at the bottom of the page, you should apply an advanced filter based on the survey custom field you just created for department. For example, if you are adding the survey view for “Marketing Surveys,” you should choose “department” as the field, “equals” as the operator, and “marketing” as the value.

Survey View Filters

3) Now that you have created the survey custom field and added the new view, all you need to do is pull the appropriate surveys into the view you just created! When you added the new view for “Marketing Surveys,” you should have gotten a message, “no surveys match your criteria.” This is because you have not yet applied the survey custom field at the survey-level! To do this, simply go into an individual marketing survey, and click on  Settings on the top navigation bar. On the General Information page, you should click on the Custom Survey Fields tab. Here you can apply the “marketing” label to the individual survey, so that it will show up in the “Marketing Surveys” view.

Survey View Results

Hopefully this post will be helpful to those of you who are struggling with the transition from folders to survey views. Believe me, survey views are completely customizable and will help you organize online surveys in your Cvent Web Surveys software account.

Survey Design: Do Colors Matter? Part I

Monday, November 2, 2009 by Sherrie Mersdorf
I found an interesting poll today about colors preferred by men and women, and it provoked some questions about what are the best colors to use when you create polls or design survey questionnaires. Here's the breakdown from the poll shared in a Lyris Whitepaper:

Favorite Color Poll

Why does it matter? Because colors are also a form of non-verbal communication. So whether you're creating an online questionnaire to collect feedback or using an email survey tool to craft email marketing messages for survey invitations, you should care how colors affect those reading your email or completing your customer survey forms.

Colors can cause physical reactions. For example, too much red has been show to increase blood pressure. As you design survey templates, keep in mind how color meanings can affect survey respondents.

Cool colors: Cool colors typically have a calming effect. Keep in mind that cool colors can appear smaller than warm colors and visually recede on the page.

Blue Blue - As you might have guessed, blue is calming. Almost everyone likes some shade of blue, whether it's a strong and steadfast blue or a light, friendly blue. In fact, in 2008 Pantone selected Blue Iris as the color of the year. As a result of the calming effect blue has, it can make time seem to pass more quickly and help you sleep. However, too much blue can cause the calming effect to go to the extreme and cause you to have the blues. Beyond just being calming, blue can convey richness and sometimes superiority (deep royal blue) or it can convey trust and truthfulness (combining light and dark blue). See how using blues could improve your response rate if it helps people trust you?
Green
Green - Like blue, green has some calming effects and can make time seem like it's moving quicker, but it also signifies growth, renewal, health and the environment. Like with blue, green has it's own extreme as well, green can mean jealousy or envy and inexperience. With a hint of warmth and coolness, green can create balance, harmony and stability.
Purple
Purple - Over the ages, purple has come to be synonymous with royalty. Since purple comes from red (warm) and blue (cool) it has intriguing qualities of both. Typically deep and bright purples suggest riches, while lighter purples are more romantic and delicate. Keep in mind though, while purple can be noble and spiritual, too much purple can cause moodiness - the same as with too much blue.
Turquoise
Turquoise - As a blend of blue and green, turquoise can have a soft, feminine qualities or a more sophisticated feel with the darker teals.
Look for parts two and three later this week for warm and neutral color meanings.

Comparisons in Market Research

Monday, November 2, 2009 by Kelli Kelley
Burger One Market Research Study for New Sandwich ProductWhen performing a market research study for clients in certain marketplaces, it is important to remember the competition. If, for example, you were doing a customer market research survey for a fast-food restaurant, Burger One, you would want to gauge survey respondents’ feelings about the competition as well as your client.

You might ask restaurant customer satisfaction questions like:

1. How frequently do you purchase food from Burger One?
2. Do you purchase food from similar restaurants?
3. How frequently do you purchase food from similar restaurants?
4. Name the other similar restaurants you purchase food from.

If respondents frequent Burger One and four other fast-food restaurants, that gives you insight into the survey data provided. If respondents only frequent Burger One, that is helpful to know as well. Take this example of how survey results can be applied to the restaurant's over all marketing strategy:

Burger One is considering launching a new sandwich that was similar to a competitors’ offering. However, most of the restaurant customer survey respondents said they frequented the competitor. As a result, Burger One is going to make changes to their new sandwich to differentiate it and pull those consumers away from the competition.

On the other side of this equation is what Burger One's loyal customer base thinks. If customers who only eat fast-food at Burger One express no interest in the new sandwich, it may not be the best possible sandwich to launch. However, if respondents who frequent competitors more often than Burger One express high levels of interest in the new sandwich, it could spell an opportunity for Burger One to gain new business.

It’s best to analyze market research from all angles when launching a new product – there are multiple factors at play.

Eliminate Survivor Bias from your Customer and Client Surveys

Friday, October 30, 2009 by Sherrie Mersdorf
Does your customer survey have "survivor bias"? I'm betting it does. Why? Because when most survey designers create business questionnaires or client satisfaction surveys we only collect feedback from individuals who are still customers. What about lost business? Why aren't those customers who left asked to complete your client feedback form? You better believe they have feedback.

In her post at the Dimensional Research blog, Customer Satisfaction Surveys: Avoid "Survivor Bias", Diane Hagglund defines "Survivor Bias" as drawing conclusions only from data that is available or convenient and thus systematically biasing your results. AKA biasing your survey sample by only asking "happy" customers. They may not be over the moon about your product, but they're at least happy enough with your offering if they're still paying you.

I agree with Diane on this one, it's pretty ridiculous to allow this bias to creep into your customer market research. It's easily avoided considering you should have all the customer data you need to send them the same client survey template. Make sure you're measuring client satisfaction among customers who left you for a competitor as well as those who simply decided not to renew the service (and didn't go with anyone else).

When you begin writing customer survey questions to create client questionnaires or update your annual template for a client satisfaction survey make sure you think about your former customers. If you don't know who they are, this is a good time to find out. Thank goodness for internet research software and customer insight solutions to make the act of surveying clients a little easier.

Consumer Satisfaction Surveys: Same People Always On Top

Tuesday, October 27, 2009 by Sherrie Mersdorf
I got an email today from Smarter Travel announcing the winners of their 2009 Readers' Choice Awards. Notice anything interesting?

Smarter Travel Readers' Choice Awards 2009 Results

Hopefully you saw what I saw, Southwest really took the Readers' Choice Awards by storm. Almost every category Southwest won - and the ones they didn't? Well, those aren't categories you wanted to win: Dirtiest Airline Cabins and Least-Favorite Domestic Airline.

I think this consumer survey example brings up a point we've made in the past: often when you're the best at one thing that improves customer experiences, you're good at a bunch of them. Think about last bank survey or retail survey results you saw, were the same people at the top?

Bank surveys often put USAA and Wachovia at the top, do you think it's a coincidence they're at the top everytime? It doesn't matter if the survey is measuring customer service satisfaction or overall satisfaction or satisfaction with online bill pay. Organizations that take customer insights to heart and are truly customer-centric do very well in these types of awards. Customers are satisfied!

Just to prove that it's not just a fluke Southwest is on top, Jetblue came in second on all the categories too. Jake wrote a post about a week ago talking about a consumer survey conducted about airline customer satisfaction. If you recall, Southwest was the star in that article as well. It's because they take what customers say about topics such as baggage fees to heart. From the looks of it, paying attention to consumer insights and customer opinions seems to be serving them well.

So here's a question, if a consumer satisfaction survey was conducted across your industry, would you win the Readers' Choice Awards?

Export Values Increase the Accuracy & Effectiveness of Data Analysis

Thursday, October 22, 2009 by Ashton Motwani
Most survey poll creators will agree that while respondents always prefer to have choices explained clearly in words and phrases, numbers are much easier and far more effective when drawing inferences from the data collected. Take this typical sample customer service satisfaction survey question:

Client Satisfaction Survey Sample Question: What best describes your satisfaction level with our customer service?

The client satisfaction survey sample question above from a measuring customer service sample survey looks much better by listing the choices as "Very Satisfied/Dissatisfied" as opposed to asking respondents to check one of the numbers between 1-5.

Sample Customer Service Satisfaction Survey Question: What best describes your satisfaction level with our customer service?

However, when the survey data collection is complete and it's time for data analysis and running survey reports, many survey administrators are left scratching their heads. What analysis do they draw from the individual number and percentage of respondents listed as "Neither Satisfied nor Dissatisfied", how to they compare these percentages to last year’s survey on a category by category basis and still draw an overall inference? How do they know the percentage increase in the level of satisfaction? Is it better to have a large number of people fall into the neutral category?

The answer to all these questions is the same – Export Values. The ultimate tool for anyone looking to analyze the data they have collected. Using Export Values the survey builder can assign a number (or a different word or phrase if you like) to answers as well as questions in their survey! In other words, instead of going through the never-ending text of questions and answers trying to find some semblance of meaning in the data, the questions in your report could be listed as CS1, CS2, CS3, etc. and the answers as 1,2,3,4 and 5 for each question. After exporting the Expanded Answer Details for All Respondents (the survey report with Export Values) to Excel, you can even use these numbers to calculate a mean or average – how much easier would it be for the decision makers in your organization to see the response to the above question summarized into a single number:

The average satisfaction level of customers (on a scale of 1-5) is 3.7; this is an increase from last year’s level of 3.2.

A case in point is our survey clients who go a step further and used this feature to export just such a report to Excel and then analyze it using SPSS and other survey research analysis software. For those of you who are already drooling over the prospect of generating such accurate feedback for your organization, export values are pre-included in your Cvent Web Surveys Professional or Enterprise account. Go on, generate that perfect report – you can thank me later.

Customer Service Suggestions

Wednesday, October 21, 2009 by Nat Estes
Customer care and client service novices (and professionals) often wonder: What is the best survey formula to ensure customers have the ability to share their satisfaction, concerns, evaluations, etc. of their company?

My customer service suggestion: Whenever your customer care employees speak to a new client, make sure they make that client aware that your company does quarterly (bi-annual, annual, etc.) customer satisfaction surveys, as well as surveys pertaining to satisfaction of other aspects of your company, events, product enhancements, new marketing initiatives, etc.  Let them know that data is benchmarked and used for important decisions pertaining to customer initiatives. Validate that the customer information is being assessed and acted upon.

Do you want higher response rates? Do you want data that is useful from your customers? Set the stage early with your customer service team, and your customers WILL REMEMBER to give you feedback!

Don't be frustrated with survey data after the fact. Deal with client expectations up front so your customers give you data time and time again.

Online Survey Best Practices for Event Surveys (Part II)

Tuesday, October 20, 2009 by Sherrie Mersdorf
Yesterday, I shared the first 5 tips from the Meetings & Convention article, Survey Science: How to craft more effective attendee evaluations. No one can deny the importance of measuring customer satisfaction, so why wouldn't you want to conduct a post-event survey to measure attendee satisfaction? Particularly if it's an annual conference, meeting or tradeshow. If you want attendees to keep coming to your events, you need to make sure you're gathering feedback on what worked well, what didn't, what should be included next year.

In continuing with the fifteen survey best practices shared in the article, here are the next five:

6. Be careful with demographic survey questions. This tip comes from our very own Eric Eden, VP of Marketing here at Cvent. Survey respondents don't always like to share all their demographic information on surveys. If you already have the information from registration, match it up later. Otherwise, if demographic information is a must for your survey analysis then make sure to put them at the end of the survey.

7. Ask intensity questions. You don't want to just ask yes-or-no questions. You want to know the degree with which the survey respondent agrees or disagrees with your statement. For example, don't ask if you should include public speaking skills at your next training conference, instead ask how valuable the attendees would find a session on public speaking. Asking these types of questions in the pre-event survey can help you prioritize the agenda. If you get a lot of weak interest for one session, you may want to include the session that got fewer, but more passionate, votes instead.

8. Offer a midpoint. As I've mentioned in the past, there are passionate arguments among market researchers about how many points should be on your scale. This article suggests going with an odd number scale because it has a true midpoint.

9. Questionnaire design should be balanced. This is another suggestion by Eric I fully agree with. Survey design is a definite skill. Some people try to write a lot of open-ended questions when they're working on designing survey questionnaires because they think they get better data. This is a mistake. You want to have a mix of close-ended questions (multiple select, single select, rank questions) and open-ended questions. The best surveys will include more closed-ended questions. They provide you with better data and are much easier when it comes to the survey data analysis.

10. Introduce the survey. We've gone over this many times. It's important to introduce your questionnaire. In the introduction you want to explain what the survey is about and why you're conducting it. By providing survey respondents with this information, you're likely to see a higher response rate. Introductions get "buy in" from the survey sample, they see that the data collection is important and are more likely to complete your survey.

Do you have anything to add to these conference and seminar survey tips? What questions have you asked in pre-conference surveys to  help you plan the event?

Online Survey Best Practices for Event Surveys (Part I)

Monday, October 19, 2009 by Sherrie Mersdorf
A recent article in Meetings & Conventions Magazine caught my attention this month: Survey Science, How to Craft more Effective Attendee Evaluations. Meeting planners are usually not survey experts, their expertise lay in planning and executing events, not crafting flawless survey research questionnaires. However, in the last year the value of meetings and events have been called into question after bad press surrounding some organizations' meeting practices. With meeting and event planners having to increasingly prove the values of meetings and measuring meeting results, being able to create event surveys to gather attendee feedback has become even more important.

While we've discussed several of these survey best practices in the past in reference to sample staff survey questions or customer feedback forms it never hurts to review them again. Here are the first five online survey tips from the article:

1. Set survey goals first. This shouldn't be a big surprise. On Friday I wrote about how to create a customer survey, and setting customer satisfaction survey objectives was the first step there too. If you don't figure out what your objectives are in the beginning, writing meaningful survey questions will be a lot harder later on. For example, if the survey objective is to figure out how to improve the event next year, only ask questions about things you can change for future events. It doesn't make sense to evaluate the location if you've already booked the same venue for next year; if you haven't booked next year's location, asking about the venue makes sense.

2. Write survey questions that are clear and ask what you really want to ask. Articulating a question to really collect the feedback you're looking for can be quite a challenge. Take these sample conference survey questions, if the planner wants to identify which sessions would be best to add to next year's lineup (assuming attendees must pay to attend the sessions):

Which of the following sessions would you attend?
Which additions would you like to see at next year's conference?
For which of the following sessions would you be willing to pay?

 
If you've been paying attention to survey best practices, you'll know the third one is the wording you want. Why? Because it's the only one that explains the attendees will have to pay for the sessions. It's not a matter of which sessions sound interesting, it's a matter of which sessions present enough value to be worth the cost.

3. Find out why they're dissatisfied. It's not enough to know that an attendee was dissatisfied with the registration process. Planners should provide attendees with the chance to explain why they are dissatisfied - maybe it was a technical problem or there wasn't enough event staff to mitigate issues.

4. Keep it short. General survey best practices suggest keeping your online survey as short as possible. The best methods for making sure you're keeping it short is to only ask questions that have a direct link to your seminar survey objectives. The second method is to make sure you're using survey question logic, such as branch and skip logic. This allows you to keep the survey relevant to the respondent and only ask questions that make sense. We hinted at this in a recent post where we talked about using one survey to gather event feedback for all the sessions at your event.

5. Think about the survey's organization. When designing questionnaires it's important to keep the flow of the survey in mind. Start with general questions and work your way to the more specific questions. The survey should only focus on one topic at a time. In the example of multiple event sessions, it doesn't make sense to mix up the session questions. Instead, ask all the questions you have about one session, then move on to the next session.

In the next few days, I'll share the other 10 survey tips from the Meetings & Conventions article. As a meeting or event planner, how have you found pre- and post-event surveys helpful in planning events?

Have a Question? Chat with a Cvent Expert!

Monday, October 19, 2009 by Sherrie Mersdorf
Have a question? We're here to help! Here at Cvent we're always trying to help people improve their survey projects. Whether you're trying to write new employee feedback survey questions, create a customer service performance reviews or simply get a better understanding of how our online survey research software and enterprise feedback management solution works, we're happy to answer your questions!

To make it easy to get all your survey questions answered, we've added a chat to our blog. Someone will be happy to answer your questions during normal business hours (9am - 6pm ET). So go ahead, click to chat and ask our experts your questions about employee feedback software, data collection methods, customer survey questions, or any other survey questionnaire related question!

Response Rate Boosters: Increasing Survey Legitimacy

Monday, October 19, 2009 by Tyson Gingery
Online surveys offer many advantages over traditional quantitative research methods (such as phone and mail surveys), like cost efficiency, user-friendly survey design software, and getting results in electronic format.  One concern with using an online survey mode is that it can sometimes produce lower response rates than other modes. With some planning and careful consideration, however, you can get response rates equal to (or higher than) traditional methods.  One of the main ways you can raise response rates is by increasing your survey’s legitimacy to your audience.  Make respondents feel like they should complete your survey because it is important in some regard.  To do this, implement the following guidelines:

Be professional throughout the entire communication process.  Choose your survey sample wisely, and make sure the survey is relevant to them.  Let them know why you’re asking for their time, and that you really appreciate their opinions.  Tell them what the results will be used for, and that you can send a summary if they wish to see one.  Use appropriate language, and avoid wording things too casually unless the sample’s demographics call for it.  Send them thank you notes.

Personalize the survey for each respondent.  This includes sending personalized email survey invitation, such as referring to them by name instead of "Dear Valued Customer," if you have access to that information.  If you already have demographic data about your respondents elsewhere, do not ask them for it in the survey (link to it later on).

Use a custom survey banner.  Survey respondents like to know who the survey is from, what it concerns, and that it is from a legitimate organization for a legitimate reason.  Adding your logo or letterhead to the survey template design makes it easy to remind them who you are.  This is also basically a free form of branding.

Anything you can do to keep your survey in the research and scientific realms will help increase legitimacy.  Respondents are more likely to complete a survey offered in this manner than when paired with a sales pitch.  If possible, partner with another organization, such as a local research office, college or nonprofit organization.

6 Easy Steps on How to Create Customer Surveys

Friday, October 16, 2009 by Sherrie Mersdorf
Many people ask the question How do I create a customer survey? The basic steps are the same no matter what type of client survey you're writing: customer satisfaction, global market research, product development surveys, etc.

Step 1: Sit down and figure out what the goal of the survey is. Are you trying to identify upsell opportunities? Want to discover features missing from your current product? Figuring out if it's a good idea to take your marketing overseas and attack a global market? In the very beginning of the survey planning process, you should know what it is you want to get out of the consumer survey. If you don't have a firm customer satisfaction survey objectives in the beginning, while you go through the other steps such as writing survey questions or selecting the best survey software, you're going to stray from the path. If you stray from the path, you may find the final survey results are not as helpful as you had hoped.

Step 2: Decide on a research methodology. Your goals should help you on this step as well. You need to first decide if you're planning to do qualitative or quantitative research. From there narrow the scope further, if you want to do qualitative research are you interested in focus groups, advisory boards, one-on-one interviews? With quantitative research you may decide on comment cards, feedback forms and surveys. Is your survey method going to be online, telephone-based or paper questionnaires?

Step 3: Survey Design. I'm making the assumption since you're reading a survey blog about how to create customer surveys, you're not interested in the other market research methods right now so I'm going to focus on the process of building customer surveys. Once you've gotten through the first two steps, you're ready to start writing survey questions (Finally! I bet you thought this would be the first step!). Customer satisfaction survey design can be the biggest challenge. Luckily, there is survey designing software to help you step through this. Survey software tools often have templates and question libraries to help you write good survey questions.

Step 4: Data collection. Okay, you've picked your customer survey methodology, created a client survey and you're ready to field your survey (or use the data collection tool in your survey application to collect responses). Exactly what you do in this step will depend on what type of survey you decided to collected: telephone, paper, online. One way to get survey responses is to use email marketing tools to send personalized email surveys. You can also share the link on your website, social media sites, invoices, etc.

Step 5: Analyze customer feedback. Analyzing survey data is one of people's least favorite parts of the surveying process. We have some tips for how to analyze survey data here. Don't be afraid of this step. You need to conduct the survey customer analysis to achieve your goal. It's what you set out to do, so keep your chin up. You're only a step away from the final product (and once you choose survey analysis methods you should be almost finished).

Step 6: Share the survey findings. This is what you set out to do. Get answers to your customer questions. Take the customer feedback analysis you completed in the last step and format it. You're creating a survey report you can share within your organization (and maybe with others outside of your organization). If you need tips for creating survey reports or an example survey report, you can read more about them here.

Step 6.1: Take action. This is still part of step 6, but it's important enough it should be broken out. In your customer analysis survey report, you should have shared your recommendations for moving forward. Make sure you make recommendations and there is an agreement about moving forward based on the customer survey findings. If you don't plan to take action in Step 1, then you should save yourself the time of conducting the customer research in the first place.

Any other survey research design tips? How have you used these steps to create a customer survey that improved processes in your organization?

Order and Flow in Online Surveys

Friday, October 16, 2009 by Tyson Gingery
Although question order effects are believed to be stronger for interviews than for online research surveys, it is still important to take a look at your market survey format and how the questions are ordered throughout your survey questionnaire.  By following the general guidelines listed below, you can reduce possible order effects and response bias from your customer survey samples.

Start broad, then get more specific.  Ask your customers or respondents general questions about your organization and the concepts you are interested in first, then get down to the more detailed questions you want them to answer (such as those about individual products, specific preferences and how to improve customer service).

Ideally, you’d like to find out if the order of your questions can induce biases before you send it to your entire survey population.  Use online survey software that allows you to randomize parts of your online survey, and compare the results with those from predefined orders.  This is an excellent way to pretest your survey questionnaire for possible order effects.

Devote some time and effort to making your survey “flow.”
  You want the overall survey instrument to be cohesive, not disjointed or seemingly all over the place.  A big part of allowing for a logical flow throughout a survey comes from writing smooth transitions.  Let your respondents know that you want them to change gears.

Ask demographic questions at the end of your survey.

If you are asking sensitive questions (about topics like income, personal behaviors, etc.) try to place these toward the latter parts of your survey as well.  That way you get at least partial completions in the event that respondents change their mind and exit your survey before full completion.

Airlines say they want happy customers, survey them, and then ignore the data?

Friday, October 16, 2009 by Jake Waage
Airlines are ignoring industry survey results, are you making the same mistake?Sabre, a travel-reservations-technology company, recently conducted a survey of 90 global airlines and a whopping 86% said that efforts aimed at maintaining and growing customer loyalty had the most positive impact on their business. The survey also found that 58% of airlines are increasing fees on checked bags and peak travel times, among others, to help their bottom line.

See the disconnect? No? Well, JD Power reported in June that customer satisfaction with airlines has dropped - for the third straight year. JD Power cites increased fees and decreased services as a prime reason for the drop and also notes that the low-cost carriers - Southwest, JetBlue, and Virgin America - have significantly higher satisfaction. They also tend to have far fewer fees.

Everyone knows that airlines are struggling right now, but I bet your business has seen better times as well. Would you ever simultaneously think that customer satisfaction is the most important driver for your business... and then do exactly the thing that depresses that satisfaction the most? The industry has conducted some great research, but the belief that they can somehow do the opposite of what that satisfaction research suggests and still satisfaction in the long term seems tenuous.

But not all airlines are chasing short term revenues as the expense of long term customer loyalty and profits. The New York Times is reporting that some are urging regulation to stop airlines from charging "holiday surcharges" that do not appear as part of the fare, but are added to the price of your ticket later in the purchase process. Who is urging this regulation? Not consumer groups (well, they probably are as well!), but none other than Virgin Group founder and Chairman Richard Branson. Branson says the "fees are not a good idea" and is worried that airlines risk alienating travelers if they add to many after-fare fees

It is good to see that not everyone in the industry is blind to the data - and my personal customer experiences say that Branson is right on the money. I know that I am now far, far less likely to even consider flying on the legacy carriers these days. Why fly United if I'm going to be nickled-and-dimed when I can fly Southwest, JetBlue, or Branson's Virgin America? 

Surveying customers and your target market is only worthwhile if you actually listen to the results and act on them. As the former CEO of Southwest Airlines (a Cvent Web Surveys client!), Herb Kelleher said: "We have a strategic plan. It's called doing things". Survey your market, your customers, and your employees and use the date to enact change. Don't ignore it and hope for the best!

Market Research Process: 6 Steps to Project Success

Tuesday, March 24, 2009 by Sherrie Mersdorf
Did you know there are 6 steps in the market research process?  While this process speaks directly to marketing research professionals, the process applies to HR, customer or education surveys as well:

  1. Identify and define the problem.  Before you start any web survey project, you should identify the key issues you hope to be able to solve.  This step should also include clearly defined objectives.
     
  2. Develop the approach. In this step, you need to establish a budget, understand influencing factors such as the environment or economy, decide on sampling and survey methods, and formulating hypotheses.
     
  3. Research design. Designing a survey or questionnaire is considered the most important step in any survey process.  Question design takes a lot of thought and time.  We like to say, "If you put garbage in, you'll get garbage out."  This means that if the questions are bad, the data will be bad as well.  During the survey research design, keep in mind sampling methods and data analysis factors you intend to use.
     
  4. Collect the data. Don't forget to test your survey before to ensure you're fielding the correct data.  Thankfully, with the help of an online survey tool, this step is relatively painless.
     
  5. Analyze the Data. The types of analysis you planned to perform on the collected survey data should have been decided in earlier steps, but after collecting the data you have to actually perform the survey analysis.  Analysis can be performed using survey analysis tools like office programs, such as Excel, or more advanced programs such as SPSS - the complexity of the questions will determine this.
     
  6. Report, Present, Take Action.  The final step in the market research process is to present your survey research findings and draw conclusions.  While Step 3 is the most important because it defines the outcome of your survey, if you fail to complete this last step and act on the findings in some way, the previous steps don't matter. 

As I mentioned in the beginning, this same process can be applied to any type of project: product evaluations, customer satisfaction questionnaires, public relation surveys, etc.  If you give each step the attention it deserves, each of your online surveys should be a success.