Satisfaction Survey

Measuring customer satisfaction is nothing new, neither is benchmarking that data and tracking improvements. It's typically easy to find dissatisfied customers. When you're looking for customer feedback, dissatisfied customers often come out of the wood work to let you know you're not holding up your end of the bargain. Sometimes understanding why those customers are unhappy can be a challenge.

If you have a well designed survey form with strongly written questions, answering Why suddenly becomes a lot easier. Here's my best suggestion: Read the comments. Comments are often where you're going to find the most customer insights. You'll also be able to see trends emerge as you read through. Training, missing features, poor support, issues with the sales process, they'll all begin to emerge. If you have dissatisfied customers, they usually will let you know how you can fix it and transform them to happy customers.

In the past, I told you that as part of any customer satisfaction survey you should be categorizing customers to better focus your energy and bring in more revenue for your organization. As part of that categorization, consider grouping customers into buckets based on why they're unhappy. From there you can create action items for how to improve the overall satisfaction of your customer base. If it's not clear why a customer is unhappy, reach out to them to find out more. If you want to make things better and understand where you went wrong, chances are your customers are going to be happy to help - so let them.

Over the past year, I have run into many new Cvent Web Surveys clients with the same issues or problems with their employee satisfaction surveys.  Most of the clients have the same story: in the past, using a different online survey solution, they released an employee satisfaction survey and were not able to follow up in a timely manner. 

The workplace employee surveys were conducted in a number of different fashions: paper-based, with different online survey tools, and even website survey forms.  All of these previous methods had one tragic flaw: reporting.  The survey administrators waited untill the survey was closed to run survey reports or review the paper surveys.  The problem inherit in this approach is time.  They would wait weeks before pulling reporting and discovering an employee had a problem in the workplace or in the case of paper based methods, sometimes months before they scanned the surveys.

When they finally discovered a problem that needed attention they would act, but what they discovered was:

Both of these resolutions are horrible.  If the employee solves the problem themselves they feel the organization is powerless and does not care about their situation.  If they quit, we all know that it costs 10 times more to train a new employee than to retain the old one.

A simple solution to these problems is a feature that Cvent's online survey solution embodies: Triggered Email Alerts.  Most other survey tools out there do not contain this feature.

The beauty of this feature is the survey administrator can have an email alert sent to whomever they designate; Human Resource Manager, Employee Liaison, etc...  In this manner as soon as an employee answers the appropriate question and then clicks finish on the survey an email is sent to the designated person, who in turn can then immediately follow up with the employee and solve the problem.  Thus, boosting employee retention rates, making them feel like a needed part of the organization, instilling employee loyalty, and finally creating a better work environment.

The triggered email alert feature in Cvent's survey solution solved these client's employee retention nightmares and resulted in a better workplace and a more cost effective future.

Too often companies make the common mistake of surveying customers after it’s too late. Many will use customer satisfaction surveys to gauge how they did last month or last quarter. In truly proactive, customer-focused organizations customer feedback is used on a daily basis to increase revenue and improve customer satisfaction and loyalty when the timing is critical for the customer.

Most customer feedback collected is of immediate importance to them and requires immediate attention. Waiting until a survey closes to attend to customer needs is a recipe for disaster. This could include missing out on hot leads for new business, up-sell and cross-sell opportunities, or worse not reaching out to identify the dissatisfaction from an irate customer.


Your customer is seeing how much you really care about their business. Why should they waste their time taking a web survey form to help you improve, if there is clearly no actions being taken to apply the feedback you’ve received? Why is a customer going to work with a firm that they feel is wasting their time? Now the customer is not only feeling as if you aren’t concerned about their needs and opinions, you’ve pushed them to look at your competitors. The goal is to take this opportunity to show the customer how much you truly care about their needs.

Having a system in place to streamline and automate your produce with real time alerts will allow you to serve you customers in a more timely fashion, keeping them happy and better yet loyal.

Surveys are an invaluable tool for researching the community attitudes, employee concerns, product needs, customer loyalty and priorities held by different groups or target audiences.  Designing a questionnaire and collecting survey responses from a sample allows us to draw a profile of the group as a whole, and perhaps perform some correlation analysis to understand the source of those feelings.  The online survey findings can then support fact-based organizational decisions or improvement projects to help continually improve the organization over time.

Survey research can be applied to many venues.  Here are just a few practical applications listed below:

An Internal Employee Survey could identify reasons for low employee retention and provide ideas for reducing those costs, such as a better designed benefit program, improved training opportunities, or problems in the way the organization functions.

A Training Survey can identify how a training program has improved the capabilities of some group and how the training program itself can be improved.  

A Product Satisfaction Survey can identify initial customer experiences with a product, providing data to address unforeseen problems and help the next product release.  

A Market Research Survey can identify customers needs when creating these new service and product offerings.  Surveys can be part of Design for Six Sigma activities.  

An Association Survey, which is similar to market research and customer surveys, can show the member benefits most of interest.

However, a survey program is only valuable if it is properly designed and executed.  While performing a survey project seems deceptively simple – it's just a bunch of questions, and survey software tools make electronic surveys quick and cheap – a small mistake in the survey questionnaire design or survey administration can skew or bias the data, leading to erroneous conclusions.  No organization should ever make critical business decisions based on unreliable or invalid data.

Bad data is worse than no data!

Marketing departments love client testimonials and customer quotes. They're great to share with the sales team when prospects need referrals, they're helpful to put in powerpoint presentations, and can be a critical piece of any marketing website. Getting those sound bites from clients can be a challenge, however. As you can imagine, the challenge only gets bigger if your organization sells consumer products. Admittedly, the growth of social media has made finding people who are saying good things about your product, services or organization has gotten a little bit easier. But, it could be easier still.

Imagine a world where you had a plethora of client sound bites and quotes to share with the outside world. A marketers dream. No more tracking down sales reps to talk to their clients and mangle their words. Everything is already done for you. Well, if you're conducting client satisfaction surveys or consumer surveys, you should be gathering those sound bites already. You can even consider using website polls and website usability surveys to get those sound bites. Depending on the online questionnaire design, you may still need to contact the customer to get permission to use their quote, but the hard part is still done. You have the quote.

Question remains, how do you pull these customer quotes out of your survey web form? You make sure to add an additional comment box. Customers who love you will typically share those sentiments in the additional comments area, particularly if there are not other open ended questions in the survey for them to share why they like an organization.

Still wondering why your marketing department needs sound bites? Opinions for others is one of the driving forces behind purchasing decisions. If you want to learn more about the importance of customer reviews, check out this past post. It's also worth mentioning, this same idea can work for employee surveys and your HR department for recruiting purposes.

Some people still believe in using paper surveys instead of designing online questionnaires, sending personalized email survey reminders and utilizing electronic survey methods. Sometimes I have to wonder, Why? Some of the reasons people claim they want to use paper questionnaires instead of web survey forms is because they think it's cheaper. That's not usually the case.

Consider this: Online survey response rates are typically hire than response rates on a direct mail survey. Online survey research designed well will yeild response rates from 20-40%. Let's be conservative and say the paper survey you plan to send out will get a 20% response rate as well. I looked up the cost of a ream of standard multipurpose paper (500 sheets) on Office Depot's website: $7.09. A black ink cartridge for a laser printer is $77.99 and will print on a maximum of 2,200 pages. Most printed surveys will be kept to three to five pages, longer than that your survey form looks over whelming from the very beginning and is going to lower your response rate. This is how that cost quickly adds up:


Keep in mind these costs don't include the staff time of stuffing envelopes to send out the direct mail survey, or the staff time of manually entering in all of the responses into some sort of data collection software, be it Excel or a survey software tool. You can figure it will take an intern a week to send out 5,000 survey responses and another week for them to do the data entry for the 1,000 responses. So that's an additional cost of $600 to $800 for one survey campaign. What if you want to do a quarterly customer satisfaction survey? You're looking at an annual cost of over $25,000.

For me, that would be enough reason alone to look into an online survey software application. With a web survey tool, you have the ability to not only send one invitation, but reminders survey emails as well. Sending reminders, as we've mentioned before, can drastically increase your survey response rate. My suggestion: don't fall for the myth that paper surveys are cheaper than online surveys. It's definitely the other way around.

USAA 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. 

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:


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.

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.

When many of us think product market research, we think along the lines of consumer interest or consumer satisfaction studies. But what about a study conducted specifically to find ways to improve a product?

Sometimes a client may want to find ways to improve an existing product or service. It is risky to launch a brand-new product, particularly in today’s economy when businesses are failing more frequently. It is often better to grow a successful product than try and start from scratch.

When you are conducting a study for this purpose, it is important to analyze from several angles. You need to gather current consumers for a consumer satisfaction survey, as well as non-consumers for a survey or focus group. To gather product feedback ask the consumers questions like:


Utilize the survey to gather their opinions on pricing, quality and more. The client can use this information about what they are already doing right as a baseline for improving their product.

The non-consumers are a little tricky. You need to find out why they don’t purchase or use the product. Maybe the price point is just a little too high. Depending on what type of product it is, perhaps the client might be able to offer a similar item at a lower price point to gain more customers.

Perception of non-consumers is just as important as that of consumers. Perhaps the reason they are put off is something the client can easily fix, thus gaining new and loyal customers.

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.

I probably don't need to explain why creating employee surveys should be part of every HR department, but coming up with the correct employee evaluation template or employee job satisfaction survey questions isn't as as obvious as know you should do them. I recently came across a few sample workplace survey questions I thought may help when you start writing employee questionnaires:

One thing you should notice in the example employee satisfaction questions are they are different survey question types. A general online survey best practice to remember when crafting employee survey questions is to vary the question type. It helps keep the respondent engaged and lowers survey abandonment rate.

Here at Cvent, we get asked for survey templates all the time. That's why we've created a bank of survey questions and pre-created questionnaires for all clients to utilize within their account. But it never seems to be enough. Sample employee motivation surveys, employee evaluation survey examples, sample employee questionnaire, employee satisfaction survey templates, the list goes on, and on, and on...

While this post may not give you all the answers or the complete employee survey template you're looking for, it definitely is a start. Below are some sample survey questions for employee questionnaires.


While not all of these questions are necessary (or appropriate) in any given employee engagement survey or job satisfaction questionnaire, you should see how some of them will fit into your next employee satisfaction survey template.

I got an email today from Smarter Travel announcing the winners of their 2009 Readers' Choice Awards. Notice anything interesting?

Some of you may have read my post a couple weeks ago about thinking ahead to reporting before you design your survey in an online poll generator. Well, I recently received a phone call from a client who works in the health care industry, and this particular call convinced me to write another post on the same subject, but with a slightly different spin on things this time.

The client who called me, we can call her Melanie, had set her online survey up perfectly considering the reports she wanted to run. She called because she wasn’t sure exactly how to filter for the appropriate data in each report. Melanie had conducted a client satisfaction survey. She wanted to run a survey report to pull contact information for all of survey respondents who had answered they were either dissatisfied or extremely dissatisfied with their customer experience. However, she only wanted to pull those respondents who had also indicated they were willing to be contacted regarding their survey responses.

Because Melanie had asked for the above information in two separate survey questions and she had also made these questions required, it was easy to walk her through the steps to generate the desired report. I instructed Melanie to run the Answer Details for All Respondents report, checking off the survey questions she wanted to see in the report and also the contact fields she wanted to view for each survey respondent. I then had her set up two advanced filters for the criteria she wanted to use to filter the report. I told her that she should apply the filters on all of the above criteria.

Since Melanie considered reporting before she sent out her survey invitations, she did not have any trouble pulling the report she wanted in the end. Always remember you can filter your final reports by contact information and survey questions, so make sure to follow Melanie’s survey reporting example and make these fields and/or questions required in your survey if you plan to filter by them in your reports.

There are several things to remember when creating an employee survey. Obviously, you must ensure no one outside the company can view or take the survey. This is simple enough to do by setting the survey settings in the employee survey software to only those on a targeted list. This will guarantee that your data is not compromised by pranksters, former employees or anyone outside the company.

You must also guarantee anonymity for your employees. This is generally a standard practice but cannot be emphasized enough when you create employee questionnaires. Employees are going to be more skittish than the average survey respondent because they may be concerned about repercussions if they admit dissatisfaction in the survey. So, you cannot express anonymity enough.

When creating a workplace employee survey, include both quantitative and qualitative questions. Provide an open-ended comment space for them to write down any concerns they felt were not covered in the survey. This is a great opportunity for employers to find out things that bother or impress employees. Employers should also share all survey results with employees once the online questionnaire is closed. It could negatively impact employee morale if the results are perceived to be kept secret. Also consider creating action items immediately, if they make sense for the company. For example, if employees express a desire for more training opportunities, look into them and offer a few on-site training classes if feasible.

You should think about employee workplace surveys as employee morale surveys.

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:


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.


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:


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 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.

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):

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?

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.