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"Without data, you're just another person with an opinion." - W. Edwards Deming
Imagine living in a world where decisions were made without data to support them.
Let's say you run a small restaurant, and you've recently noticed an increase in negative online reviews. You need to pinpoint the problem. Reflecting on what could be the cause, two things have changed: 1) you recently partnered up with a 3rd party delivery service, and, 2) you’ve made changes to your menu.
By deploying a short customer satisfaction (CSAT) survey, you can eliminate guesswork. As it turns out, when ordering take-out, your customers are complaining that their food is arriving cold, and your delivery partner is taking longer than expected to fulfill orders. With this feedback, your restaurant can start to take the necessary steps to protect your brand and earn back your customers' trust. First thing to go is that 3rd party delivery service! And, the good news is that according to your survey, your menu changes have been well received. Thanks to your CSAT survey you are now able to close the loop on every customer interaction, listening to customer feedback, and using data-driven decision making to resolve problems quickly and effectively.
By understanding what surveys are, how to design and deploy them, and the importance of customer feedback, businesses are able to save more, earn more, and drive loyalty.
In this article, we'll cover the basics of what surveys are and how best to use them. You'll walk away with some clear insights on how to administer and deploy. And stick with us until the end for some tips and tricks on designing high-impact surveys, and picking the right survey tool for you.
Let's get started!
Surveys are tools used to answer the questions we ask everyday, making us smarter, more strategic, and more deliberate in our actions. They consist of a series of carefully designed questions, targeting a particular audience, with a specific goal in mind. Surveys are an essential instrument in the collection of large amounts of data and feedback across every imaginable domain – from retail and hospitality, to government, education, healthcare, you name it.
Survey data can be analyzed to identify trends, measure change over time, answer questions, help retain existing customers, increase deal sizes, acquire new business, and beyond. Surveys are also a critical component of any customer experience management program, as the primary tool used in the collection of Voice of Customer (VoC) data.
There are two basic survey types:
1. Statistical Surveys are used for the quantitative (“numerical”) study of data, focused on a sample group, audience, or population. These types of surveys tend to produce data that is precise and can be easily categorized or organized into graphs, charts, or tables.
Example: A survey conducted in a classroom to find out how many kids were born in each month of the year.
A statistical survey could include a Customer Satisfaction Survey (CSAT) or Net Promoter Score® (NPS®), where a numerical value is recorded and can be averaged or used to gather trend data overtime. Both NPS® and CSAT are considered rating questions.
2. Human Research Surveys are used to gather qualitative (“categorical”) data in relation to opinions, beliefs, preferences, experiences, needs, or feelings. They tend to start with a “how” or “why”, and are usually descriptive in nature, making them harder to measure precisely. Qualitative surveys most often come in the form of an open-ended or text-entry question, however can include polls.
Example: “How would you describe your experience at our restaurant?”
Keep in mind, quantitative and qualitative surveys aren’t mutually exclusive. Both question types can be used interchangeably in the same survey, and statistical analysis can be done on categorical data as well.
Now that you understand what a survey is, let’s take a moment to better understand the different types of customer feedback that exist.
Feedback comes in two forms:
1. Solicited feedback is feedback that is actively requested or sought out on a particular topic, based on a specific set of questions.
Example: A Customer Satisfaction Survey (CSAT) or Net Promoter Score® (NPS®) survey sent to a customer after a recent purchase was completed would result in solicited experiential feedback.
2. Unsolicited feedback is feedback that is provided without being prompted. It often results in a more honest, raw opinion, or truthful take on a particular experience that was had.
Example: A Yelp review submitted online following a dining experience at a restaurant is a form of unsolicited feedback.
Both types of feedback are considered highly valuable, but often, only in combining the two will the richest possible collection of data and insight be attained.
When it comes to taking a survey, deployment can either be facilitated or self-administered.
Facilitated surveys require administration by an interviewer. They tend to cost more than self-administered surveys, however usually generate a higher response rate.
Self-administered surveys are cost-effective and easier to distribute at scale. They provide a higher degree of anonymity which can positively influence the quality of responses received. It is also worth noting that self-administered surveys are often incentivized to keep participant engagement high.
There are four common ways to deploy a survey:
Over the past decade, online surveys have risen in popularity thanks to our old pal the internet, making surveys more accessible and easier than ever to complete – anytime, anywhere, on any device.
A good survey tool will offer multiple online deployment methods, such as distribution via email, link, social, QR code, embed code and SMS. When vetting survey tools, make sure to thoroughly compare plans before purchasing, ensuring you are getting the functionality and deployment capabilities that resonate best with your audience.
Speaking of audiences, an effective deployment strategy takes into consideration who you are targeting.
Consider the following:
By defining and understanding how these individuals interact with your business, you can pick a deployment method that will align with their behaviors, having the greatest impact on your survey results.
Example: If you want customers to answer a survey before entering a store, place a QR code at the entrance, that way they’ll see it first thing when they arrive, and can scan it on their phone with ease.
It’s important to incorporate survey tools into the customer journey at appropriate touch points, that way you are more likely to observe higher-completion rates and better quality data.
“Survey and test a prospective action before undertaking it. Before you proceed, step back and look at the big picture, lest you act rashly on raw impulse.” - Epictetus
Surveys are designed to uncover answers to specific problems or questions. They increase general knowledge on a particular topic, or uncover solutions to problems that could result in better data-driven decision making.
At a high-level, here are some of the ways in which surveys benefit individuals, organizations, and brands:
And, as it pertains to customer experience, remember that surveys bring voice of customer (VoC) data to life. The right survey tool can even help an organization boost productivity, strengthen their focus, and earn back what is spent on their CX initiatives.
As you think about launching a new survey, or enhancing an existing customer experience survey program, there are three key areas where you can drive big impacts for your business:
Discover how to unleash your data to earn more with IntouchSurvey™.
Still with us? Great!
You are well on your way to understanding what surveys are, how to deploy them, and the many benefits of using a survey tool. Now is the time to start building your own.
The following 8 steps will guide you towards the effective design of a high-performing survey to deliver actionable feedback and boost response rates.
Pro tip! Bookmark this page so you can refer back to these steps in the future.
1. Start by defining your goal
To ensure the collection of high-quality data, a survey must always begin with a clearly defined and attainable goal. Begin by asking yourself some of the following questions:
2. Identify your sample population
By defining the audience or sample population you wish to survey, you can become more strategic in your outreach, as well as in the language you use, and in the context of the questions being asked. This specificity and attention to detail will provide you with reliable and actionable data.
Remember, if you are surveying contacts within an existing database, there may be an inherent degree of bias present vs. data collected from a random sample.
3. Keep it short and sweet
Shorter surveys tend to yield higher-completion rates and result in more thoughtful responses. Respondents are taking time out of their day to provide you with their feedback. Make it as easy and enjoyable as possible for them to share their insight at the right time in the customer journey.
Pro tip! Take advantage of tools that provide estimated completion times for your survey to optimize your survey length.
4. Picking your question types
There are numerous ways to ask a question, and the type of question you ask will have a direct impact on the quality of data you collect.
Text-entry/open-ended questions provide the greatest degree of qualitative insight, but can also lead to a higher amount of survey fatigue, and should be used sparingly.
With the right survey tool, you can even leverage sentiment analysis to refine unstructured data, making it easier to interpret, revealing patterns and trends that could otherwise have been missed.
Also, be wary of double-barrelled questions.
Example: How was the music and atmosphere in the hotel lobby?
As you can see this sentence is actually composed of two entirely different questions, one about music, and one about the atmosphere. Double-barrelled questions contribute directly to survey bias and poor quality of results. When in doubt, break it out.
So, what kind of questions should you use?
Here are some of the most commonly used survey question types:
Checkbox questions have multiple answers, where more than one can be selected.
Radio or radio button questions have multiple answers, where only one can be selected.
Use a Calendar question type to add a date picker to a survey.
Dropdown questions display a list of answers, where only one can be selected. Often used for long lists. (E.g Select your Country)
Rating questions allow respondents to quickly rate any aspect of your business or service.
Text Input questions are ideal for short comments.
Location questions provide respondents with a list of locations that they can choose from based on the context of the question and their experience. Ideal for use with multi-location businesses!
Image Uploads allow respondents to upload an image to a survey.
CAPTCHA questions are a type of challenge used in surveys to distinguish human from machine input.
Net Promoter Score (NPS®)
Net Promoter Score® (NPS®) questions are ranked from 1-10 and are used to measure loyalty and likelihood to recommend.
Customer Satisfaction (CSAT)
CSAT questions measure customers happiness with a specific experience, product, or service.
Slider questions provide respondents with a scale of numeric responses. (E.g. 1 - 10, 0 - 100, etc.)
Text Entry questions are used for long, qualitative comments. They can also be used for sentiment analysis.
To learn more, please see How To Create The Most Effective Survey Questions.
5. Avoiding survey bias
Though surveys are an effective way to collect data, survey bias does occur, meaning responses can be inaccurate or false due to the conditions in which the questions were asked.
Survey bias comes in 4 types including: sample bias, nonresponse bias, response bias, and question order bias. Ensure that you are strategic and deliberate in the planning of your survey design and deployment.
Also, remember to avoid ‘leading’ questions. Leading language skews outcomes by applying an inherent bias on the way in which the question is asked.
Example: “Were you happy with the service you received in store?”
Using the word happy in the question above suggests a positive bias towards the experience had, and doesn’t give the respondent the opportunity to tell you how they really feel or what they experienced.
6. Test and then test again
Before sending your survey out into the wild, we highly recommend you take some time to test the survey and work out any kinks. Most survey tools have a preview functionality, and will allow you to send an anonymous test link. Go through the entire survey as your respondent would, and you’ll likely uncover opportunities for refinement. Ask others to try the survey as well, your mom, brother, Aunt Ida, different people will pick up on different things, and it's easy to miss typos or logic errors when you're the one who built it. Don’t forget, you want to make it as easy and enjoyable as possible for respondents to complete the survey and share their insights with you.
7. Analyze and understand your data
Great - you’ve designed a survey, tested it, deployed it, and received responses. Now what? Data collection is the objective, but analysis is where the magic happens. Once you reach this step, you should revisit your original survey goal.
Pick a survey tool that allows you to easily identify, track, and analyze the data you collect, so you can draw insights from the data received against the goal you defined.
Key drivers help determine the areas of a business that are most important to customers. Understanding the impact that actions taken will have on performance means you’ve embraced data-driven decision making and can start taking the high-value actions that earn customers for life. Tools like IntouchSurvey™ take it one step further providing users with access to custom dashboards, reporting, and key driver analysis.
8. Drive action with automation
When reviewing your survey data, look for a survey tool that allows you to build automated workflows, create triggers, and assign follow-up actions, so your businesses can stay focused on what matters most. Rally your organization, from top-to-bottom, at every location around your shared goals.
If you’ve reached the bottom of this list you are ready to build your very own survey! However, if you want some additional support, we recommend you read through the resources provided below.
Or, feel free to contact our team over at firstname.lastname@example.org.
Of course, in order to conduct a survey, you must first select the right survey tool. That’s why we’ve put together the following list of questions. By defining the essential functionality your business will need in order to meet its goals, you’ll be able to find the right tool and get onboarded quickly. Run through this list when comparing products to ensure your goals and objectives align with the functionality of the survey tool and pricing plan you select.
And remember, more bells and whistles won’t necessarily mean better surveys or outcomes. Find a tool that meets your needs now, and has the flexibility to grow with you into the future.