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Workforce Management Simplified
10 Tips for Creating Better Customer
Surveys
Brand It
● If your customers don’t know that it’s a survey from you immediately, it’s going
into the trash can before it’s even opened. With so much spam email these
days, everyone is suspicious when something that is not branded arrives in
their inbox.
● Make sure that you brand it so that it’s clear that your company is sending the
survey. You can get creative with the design, but using your signature colors
and logos is a must.
● Sometimes people do respond to surveys that are not clearly branded, but
there’s a big difference in such an instance. They’ll respond to a branded
survey as if they are talking to someone they know, while they’ll respond to
unbranded ones as if they are talking to a stranger.
Keep It Short
● You know how short our collective attention spans are these days, right? This
is especially true on the Internet. If your survey is too long, people are going to
lose interest halfway through.
● Ten questions should be the absolute maximum. If you have a lot of questions
on your mind, don’t send them all out in one survey – break them up logically
and send them out over a period of time with several different surveys.
Don’t Beat Around the Bush
● For the best success rate, your questions need to be very specific. You need
to make it easy for the customer to understand what you are asking them and
what type of answer you want them to give you.
● This is easier to do when you are providing multiple choice questions, but very
difficult when you are posing open-ended ones. And questions that are open-
ended tend to give you the best and most personalized responses, so throwing
them out of the equation completely is definitely not advised.
● Also, before the survey even starts, you should write an introduction explain to
your customers what the survey is about and why you are asking the questions
you are asking.
Ask One Question at a Time
● Avoid questions with multiple points at all costs. You need to keep your
questions focused and singular. If you’re asking several questions at once, the
customer feels as if he or she is talking to someone who won’t let them finish a
sentence.
● Give the customer time to think about one question so that he or she can
answer it completely and thoroughly. Asking too many questions at once
almost guarantees that you are going to get half-baked answers.
Make the Most of Open-Ended Questions
● Sure, asking multiple choice and “scale” questions is much easier, but open-
ended questions give you more in-depth answers. This is where most of your
most insightful feedback will come from – if you do it correctly.
● If you are going to include open-ended questions, it’s best that you save them
for the end. You should ease your customer in with the “simple” questions first.
● Another good idea is to combine a multiple choice question with an open-
ended one. This is not the same as asking several questions at once, which
we already told you not to do.
● For example, you can ask a question that is multiple choice and then follow it
up with a question like, “Why do you feel this way?”
● This way, the open-ended question already has some sort of direction given to
it and it acts as most of an elaboration than an additional question.
Keep Ratings Consistent
● If you are going to use scales and ratings in your survey, be sure to stick to
one format. Don’t try to get creative and include a number of different rating
systems, it will only end up confusing your customers.
● Whether you scale is rating your services from 1-5, least important to most
important, or strongly disagree to strongly agree, try to stick to one for the
entire survey.
● You can use different rating systems in different surveys to see which ones
work better than others, but don’t throw them all into one survey.
Make Your Design Pop
● Sure, the content of your survey is certainly the most important aspect, but the
packaging is important too. You don’t want to send a survey that looks ugly or
boring. Not only do you want to brand it accordingly, you want to make it both
easy to navigate and a pleasure to look at as well.
● However, it’s important not to overdo it with the design. Make sure that the
questions are easy to follow, the fonts are easy to decipher, and that the
design is not taking any attention off of the questions at hand.
Make It Easily Adaptable
● In order to create the perfect customer survey, you are going to have to test a
few out. Most never get it exactly right on the first try, and that’s completely
understandable.
● That’s why it’s important to make your surveys easily adaptable so that you
can make changes periodically and send them out again. Think of it just like
A/B testing for your website’s pages.
● Send surveys out every month or so with slight changes and keep records of
the results so that you can identify what works and what doesn’t.
Offer Rewards
● The easiest way to increase your response rates is by offering incentives.
While many believe that offering rewards could decrease the quality of the
responses, most studies have shown the opposite.
● Customers will usually give better responses if there is something in it for
them. You can offer account credit or discounts for filling out a survey. Or you
can do giveaways and lotteries for people who fill out the questionnaires.
● Don’t be afraid to get creative.
10 Tips for Creating Better Customer Surveys

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10 Tips for Creating Better Customer Surveys

  • 2. 10 Tips for Creating Better Customer Surveys
  • 3. Brand It ● If your customers don’t know that it’s a survey from you immediately, it’s going into the trash can before it’s even opened. With so much spam email these days, everyone is suspicious when something that is not branded arrives in their inbox. ● Make sure that you brand it so that it’s clear that your company is sending the survey. You can get creative with the design, but using your signature colors and logos is a must. ● Sometimes people do respond to surveys that are not clearly branded, but there’s a big difference in such an instance. They’ll respond to a branded survey as if they are talking to someone they know, while they’ll respond to unbranded ones as if they are talking to a stranger.
  • 4. Keep It Short ● You know how short our collective attention spans are these days, right? This is especially true on the Internet. If your survey is too long, people are going to lose interest halfway through. ● Ten questions should be the absolute maximum. If you have a lot of questions on your mind, don’t send them all out in one survey – break them up logically and send them out over a period of time with several different surveys.
  • 5.
  • 6. Don’t Beat Around the Bush ● For the best success rate, your questions need to be very specific. You need to make it easy for the customer to understand what you are asking them and what type of answer you want them to give you. ● This is easier to do when you are providing multiple choice questions, but very difficult when you are posing open-ended ones. And questions that are open- ended tend to give you the best and most personalized responses, so throwing them out of the equation completely is definitely not advised. ● Also, before the survey even starts, you should write an introduction explain to your customers what the survey is about and why you are asking the questions you are asking.
  • 7. Ask One Question at a Time ● Avoid questions with multiple points at all costs. You need to keep your questions focused and singular. If you’re asking several questions at once, the customer feels as if he or she is talking to someone who won’t let them finish a sentence. ● Give the customer time to think about one question so that he or she can answer it completely and thoroughly. Asking too many questions at once almost guarantees that you are going to get half-baked answers.
  • 8. Make the Most of Open-Ended Questions ● Sure, asking multiple choice and “scale” questions is much easier, but open- ended questions give you more in-depth answers. This is where most of your most insightful feedback will come from – if you do it correctly. ● If you are going to include open-ended questions, it’s best that you save them for the end. You should ease your customer in with the “simple” questions first. ● Another good idea is to combine a multiple choice question with an open- ended one. This is not the same as asking several questions at once, which we already told you not to do. ● For example, you can ask a question that is multiple choice and then follow it up with a question like, “Why do you feel this way?” ● This way, the open-ended question already has some sort of direction given to it and it acts as most of an elaboration than an additional question.
  • 9. Keep Ratings Consistent ● If you are going to use scales and ratings in your survey, be sure to stick to one format. Don’t try to get creative and include a number of different rating systems, it will only end up confusing your customers. ● Whether you scale is rating your services from 1-5, least important to most important, or strongly disagree to strongly agree, try to stick to one for the entire survey. ● You can use different rating systems in different surveys to see which ones work better than others, but don’t throw them all into one survey.
  • 10.
  • 11. Make Your Design Pop ● Sure, the content of your survey is certainly the most important aspect, but the packaging is important too. You don’t want to send a survey that looks ugly or boring. Not only do you want to brand it accordingly, you want to make it both easy to navigate and a pleasure to look at as well. ● However, it’s important not to overdo it with the design. Make sure that the questions are easy to follow, the fonts are easy to decipher, and that the design is not taking any attention off of the questions at hand.
  • 12. Make It Easily Adaptable ● In order to create the perfect customer survey, you are going to have to test a few out. Most never get it exactly right on the first try, and that’s completely understandable. ● That’s why it’s important to make your surveys easily adaptable so that you can make changes periodically and send them out again. Think of it just like A/B testing for your website’s pages. ● Send surveys out every month or so with slight changes and keep records of the results so that you can identify what works and what doesn’t.
  • 13. Offer Rewards ● The easiest way to increase your response rates is by offering incentives. While many believe that offering rewards could decrease the quality of the responses, most studies have shown the opposite. ● Customers will usually give better responses if there is something in it for them. You can offer account credit or discounts for filling out a survey. Or you can do giveaways and lotteries for people who fill out the questionnaires. ● Don’t be afraid to get creative.