{"id":2748,"date":"2016-03-09T02:47:47","date_gmt":"2016-03-09T07:47:47","guid":{"rendered":"http:\/\/www.sogolytics.com\/blog\/?p=2748"},"modified":"2024-03-28T08:23:31","modified_gmt":"2024-03-28T12:23:31","slug":"how-to-improve-customer-service-using-sogosurveys-rules-and-alerts-feature","status":"publish","type":"post","link":"https:\/\/www.sogolytics.com\/blog\/how-to-improve-customer-service-using-sogosurveys-rules-and-alerts-feature\/","title":{"rendered":"How to Improve Customer Service Using Sogolytics\u2019s Rules and Alerts Feature"},"content":{"rendered":"<p><strong>One hallmark of outstanding customer service is the speed at which a business responds. If you have thought of Sogolytics purely as a data-gathering tool for trend analysis, it may not have occurred to you to use the software as a tool to improve the relationship with your customers.<\/strong><\/p>\n<div class=\"div-minispacer\"><\/div>\n<p>Most of the time, customers view Sogolytics as a way to gather information for later, thoughtful analysis. And we certainly are great at that!<\/p>\n<div class=\"div-minispacer\"><\/div>\n<p>But with <a title=\"Rules &amp; Alerts\" href=\"https:\/\/www.sogolytics.com\/help\/how-to-set-up-survey-rules-and-alerts\/\" target=\"_blank\" rel=\"noopener\">Sogolytics\u2019s \u201crules and alerts\u201d feature<\/a>, you don\u2019t have to wait for \u201clater\u201d to take decisive action. You can respond to a situation immediately based on a survey participant\u2019s individual responses. That\u2019s immensely useful.<\/p>\n<div class=\"div-minispacer\"><\/div>\n<p>It\u2019s always been important to contact disgruntled customers and to address their concerns, but in recent years, speed-of-response has become even more important. It\u2019s no longer an issue of darkly muttered complaints to a few people; nowadays, upset customers may complain on social media. Sometimes those complaints go viral.<\/p>\n<div class=\"div-minispacer\"><\/div>\n<p>Worse: Even though <a href=\"http:\/\/www.theguardian.com\/media-network\/2015\/may\/21\/customer-complaints-social-media-rise\" target=\"_blank\" rel=\"noopener\">the number of social media complaints are on the rise<\/a>, Twitter, Facebook, and other social media are far from the best way for an organization to respond. Or at least businesses don\u2019t actually do so, according to Maritz and Evolve. Their research discovered that only 29% of 1,298 Twitter complainants had the company reply to their gripes. And yet we all know that a company that reaches out as soon as it learns about a problem can turn around the entire customer experience.<\/p>\n<div class=\"div-minispacer\"><\/div>\n<h3 dir=\"ltr\" style=\"color: #000000;\"><span style=\"font-weight: 400; color: #434343;\">Your Survey Data Captures Dissatisfaction<\/span><\/h3>\n<p>You already know that it makes sense to do customer surveys to judge how well you\u2019re satisfying customers. One advantage to using Sogolytics is that it makes it easy to send an email alert so you can respond in a flash.<\/p>\n<div class=\"div-minispacer\"><\/div>\n<p>The basic structure is as simple as this:<\/p>\n<ul>\n<li>You set a rule based on the answer to a question or to a set of questions, or to an event that occurs in the survey.<\/li>\n<li>You establish an email alert for Sogolytics to send when that criteria is met.<\/li>\n<\/ul>\n<p>To use Rules and Alerts, first finish your own overall survey design process. Then, from the Survey Design page, select the survey, and choose Rules and Alerts (it\u2019s a choice at the top right on your screen). Name the rule and give it a description.<\/p>\n<div class=\"div-minispacer\"><\/div>\n<p>You can choose rules based on three criteria types:<\/p>\n<ul>\n<li><strong>When a survey is completed<\/strong>. This is useful for ongoing customer service data collection, especially for Web forms such as product return authorization requests. These arrive infrequently enough (we hope!) that it would not occur to you to log in daily to check for responses. Any such request should be sent to someone\u2019s attention for immediate action.<\/li>\n<li>\u00a0<strong>When a data threshold is met<\/strong>. Less useful for customer service use cases, sometimes you want to know when 500 scholarship applications have arrived.<\/li>\n<li><strong>When a survey response meets a condition<\/strong>. Here\u2019s where you can catch urgent situations as soon as possible.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.sogolytics.com\/blog\/wp-content\/uploads\/2016\/03\/Rules-and-Alerts.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-47997 aligncenter\" title=\"Sogolytics Rules &amp; Alerts\" src=\"https:\/\/www.sogolytics.com\/blog\/wp-content\/uploads\/2016\/03\/Rules-and-Alerts-300x96.png\" alt=\"\" width=\"1088\" height=\"348\" srcset=\"https:\/\/www.sogolytics.com\/blog\/wp-content\/uploads\/2016\/03\/Rules-and-Alerts-300x96.png 300w, https:\/\/www.sogolytics.com\/blog\/wp-content\/uploads\/2016\/03\/Rules-and-Alerts-768x247.png 768w, https:\/\/www.sogolytics.com\/blog\/wp-content\/uploads\/2016\/03\/Rules-and-Alerts-1024x329.png 1024w, https:\/\/www.sogolytics.com\/blog\/wp-content\/uploads\/2016\/03\/Rules-and-Alerts-50x16.png 50w, https:\/\/www.sogolytics.com\/blog\/wp-content\/uploads\/2016\/03\/Rules-and-Alerts.png 1321w\" sizes=\"(max-width: 1088px) 100vw, 1088px\" \/><\/a><\/p>\n<div class=\"div-spacer\"><\/div>\n<p>Select the question to use as the alert criteria, and the answer or answers that should set things off. Typically these would be indications of dissatisfaction, such as a poor product or company ranking, or a feedback item suggesting that something had gone awry with the customer\u2019s experience.<\/p>\n<div class=\"div-minispacer\"><\/div>\n<p>The email alert can be sent to any of several recipients, including:<\/p>\n<ul>\n<li>the recipient himself (\u201cThanks for telling us about the problem; we\u2019ll be right with you.\u201d)<\/li>\n<li>a manual list of email IDs, separated by commas (\u201ccustomersupport@yourcompany.com\u201d or \u201cjoe@mycompany.com\u201d)<\/li>\n<li>a pre-created Sogolytics email list you store in the Contact Manager<\/li>\n<li>an email ID that is included in the survey<\/li>\n<\/ul>\n<p>For customer service needs, most often the right recipient is an email list or a single ID. The real-life challenge in many organizations is to ensure that someone actually receives that message. Too often, after \u201cJoe\u201d leaves the company, alerts are sent to a black hole \u2013 exactly the response you <em>don\u2019t<\/em> want when you promise customers an immediate response! Be sure to arrange with your company\u2019s email administrator to associate \u201ccustomersupport@\u201d with a department or individual. In any case, be sure to put a human process in place to support the workflow.<\/p>\n<div class=\"div-minispacer\"><\/div>\n<p>You can \u2013 and should \u2013 customize the email text to reflect the specific rule that was invoked. For example, use text in the subject line with email filtering to send it to the correct department. A hotel\u2019s customer satisfaction survey that yields a poor rating for its restaurant can be forwarded automatically to the catering department.<\/p>\n<div class=\"div-minispacer\"><\/div>\n<p>Data from the survey response can be piped into an email, so it can say \u201cCustomer Kim Smith reported a satisfaction rating of 2 for OurBigProduct.\u201d<\/p>\n<div class=\"div-minispacer\"><\/div>\n<p>You can schedule alerts to match your needs, such as once a week, though for the customer service scenario we\u2019ve drawn here you probably want alerts sent immediately.<\/p>\n<div class=\"div-minispacer\"><\/div>\n<h3>That\u2019s just the beginning<\/h3>\n<p>The email alert can include a report. While that data can be just about any report \u2013 it\u2019s obviously up to you \u2013 most commonly the report is the full response from the survey, so whoever handles the issue has all the information to hand. If you include the full text of the response (especially the answer to an open-ended question such as \u201cWhy did you rank the product as disappointing?\u201d) and the customer\u2019s contact information, a company representative can pick up the telephone to call right away. It also helps the customer service representative forward a complete picture of the situation to the right people to fix the situation (both individually and systemically). For instance, if a hotel guest\u2019s poor ranking is because the towels weren\u2019t restocked, that information should be sent to the Housekeeping department along with queries from the customer service manager about what went wrong.<\/p>\n<div class=\"div-minispacer\"><\/div>\n<p>Naturally, rules and alerts can be used for plenty of other things. For example, you can send an alert to the Sales team when a site visitor fills in a Web form to register for a webinar; or a staff member responsible for the market research can be alerted when a survey reaches an important threshold (such as 200 female respondents); or a new patient registration may trip an email alert that synchronizes with an external scheduling application (using our API or some other customization).<\/p>\n<div class=\"div-minispacer\"><\/div>\n<p>But I chose to write about Sogolytics\u2019s rule and alerts\u2019 benefits in customer service for two reasons. First, customer service is among the most popular reasons for organizations to conduct surveys. Also, we all have our own frustrations with companies that didn&#8217;t respond to our complaints; don\u2019t you wish some of those organizations had used a feature like this to help <em>you<\/em> out when you had a problem?<\/p>\n","protected":false},"excerpt":{"rendered":"<p>One hallmark of outstanding customer service is the speed at which a business responds. If you have thought of Sogolytics purely as a data-gathering tool for trend analysis, it may not have occurred to you to use the software as a tool to improve the relationship with your customers. Most of the time, customers view Sogolytics as a way to gather information for later, thoughtful analysis. And we certainly are great at that! But with Sogolytics\u2019s \u201crules and alerts\u201d feature, you don\u2019t have to wait for \u201clater\u201d to take decisive action. You can respond to a situation immediately based on a survey participant\u2019s individual responses. That\u2019s immensely useful. It\u2019s always been important to contact disgruntled customers and to address their concerns, but in recent years, speed-of-response has become even more important. It\u2019s no longer an issue of darkly muttered complaints to a few people; nowadays, upset customers may complain on social media. Sometimes those complaints go viral. Worse: Even though the number of social media complaints are on the rise, Twitter, Facebook, and other social media are far from the best way for an organization to respond. Or at least businesses don\u2019t actually do so, according to Maritz and Evolve. Their research discovered that only 29% of 1,298 Twitter complainants had the company reply to their gripes. And yet we all know that a company that reaches out as soon as it learns about a problem can turn around the entire customer experience. Your Survey Data Captures Dissatisfaction You already [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":5036,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,204,205],"tags":[176,264,60],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Improve Customer Service Using Sogolytics\u2019s Rules and Alerts Feature - Sogolytics Blog<\/title>\n<meta name=\"description\" content=\"Sogolytics\u2019s Rules and Alerts can support customer support efforts by sending an email message to notify you about a customer\u2019s issue. 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