{"id":53965,"date":"2022-06-23T12:51:20","date_gmt":"2022-06-23T16:51:20","guid":{"rendered":"https:\/\/www.sogolytics.com\/blog\/?p=53965"},"modified":"2024-08-23T08:04:32","modified_gmt":"2024-08-23T12:04:32","slug":"when-to-initiate-a-csat-survey","status":"publish","type":"post","link":"https:\/\/www.sogolytics.com\/blog\/when-to-initiate-a-csat-survey\/","title":{"rendered":"When to Initiate a CSAT Survey"},"content":{"rendered":"<p>We\u2019ve been <a href=\"https:\/\/www.sogolytics.com\/blog\/how-is-csat-calculated\/\">talking a lot about the CSAT<\/a> (customer satisfaction) score and its relationship to CX, and that\u2019s because we\u2019re all about feedback here at Sogolytics. The CSAT is based on direct feedback from your customers on how they feel about your products, services, or support. It\u2019s a wonderful barometer of how you\u2019re doing, what you could do better, and what changes must be made.<\/p>\n<div class=\"div-minispacer\"><\/div>\n<p>But when do you initiate the CSAT survey? When\u2019s the best time to connect with customers to get the best responses?<\/p>\n<div class=\"div-minispacer\"><\/div>\n<p>In this piece, we\u2019ll examine when is the optimal time to get the valuable data you need.<\/p>\n<div class=\"div-spacer\"><\/div>\n<p><a href=\"https:\/\/www.sogolytics.com\/blog\/wp-content\/uploads\/2022\/06\/jon-tyson-vVSleEYPSGY-unsplash.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-53967\" src=\"https:\/\/www.sogolytics.com\/blog\/wp-content\/uploads\/2022\/06\/jon-tyson-vVSleEYPSGY-unsplash-1024x684.jpg\" alt=\"It's important to know when to initiate a CSAT survey \" width=\"1024\" height=\"684\" srcset=\"https:\/\/www.sogolytics.com\/blog\/wp-content\/uploads\/2022\/06\/jon-tyson-vVSleEYPSGY-unsplash-1024x684.jpg 1024w, https:\/\/www.sogolytics.com\/blog\/wp-content\/uploads\/2022\/06\/jon-tyson-vVSleEYPSGY-unsplash-300x200.jpg 300w, https:\/\/www.sogolytics.com\/blog\/wp-content\/uploads\/2022\/06\/jon-tyson-vVSleEYPSGY-unsplash-768x513.jpg 768w, https:\/\/www.sogolytics.com\/blog\/wp-content\/uploads\/2022\/06\/jon-tyson-vVSleEYPSGY-unsplash-600x400.jpg 600w, https:\/\/www.sogolytics.com\/blog\/wp-content\/uploads\/2022\/06\/jon-tyson-vVSleEYPSGY-unsplash-50x33.jpg 50w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/p>\n<div class=\"div-spacer\"><\/div>\n<h2>The Short Answer<\/h2>\n<p>As soon as possible.<\/p>\n<div class=\"div-minispacer\"><\/div>\n<p>It seems simple, but it\u2019s true. There are plenty of different ways you can ask about customer satisfaction, but as soon as they have had the experience you should ask about it.<\/p>\n<div class=\"div-minispacer\"><\/div>\n<p>Some example questions to illustrate what we mean:<\/p>\n<div class=\"div-minispacer\"><\/div>\n<ul>\n<li><strong>How satisfied were you with the purchase process today?<\/strong> &#8211; Something like this would be asked at the moment your customer completes a purchase, no matter what they purchased from you. Of course, these are operations-level questions that can help you find possible bottlenecks in the pipeline, the level of ease of usability, or even functionality on the website.<\/li>\n<li><strong>How satisfied were you with [product name\/service]?<\/strong> \u2013 Now you\u2019re getting more honed into how the customer felt about the product\/service they received from you. You may have to wait for 24-48 hours after them receiving their product or service, but it\u2019s still as soon as possible.<\/li>\n<li><strong>How satisfied were you with the store you visited today? <\/strong>\u2013 Again, this question could be asked on a receipt, POS question at purchase, or emailed after their visit if you have the customer contact information. It\u2019s a different type of question, but like the first example, it can be asked very quickly in the timeline.<\/li>\n<\/ul>\n<p>No matter what area you are probing with a CSAT survey, it\u2019s always the best practice to do it while the experience is still fresh in their mind. It\u2019s a great way to waylay potential problems, or learn what you\u2019re doing well so that you can continue to provide remarkable experiences.<\/p>\n<div class=\"div-spacer\"><\/div>\n<h2>The Not-as-Short Answer<\/h2>\n<p>You should initiate a CSAT survey the moment you want feedback from your customers to inform your decisions. You want to get information about different touchpoints for your customers, so you send <a href=\"https:\/\/www.sogolytics.com\/blog\/csat-customer-satisfaction-survey-insights\/\">CSAT surveys<\/a> at different times. Your <a href=\"https:\/\/www.sogolytics.com\/blog\/what-is-customer-journey-mapping\/\" target=\"_blank\" rel=\"noopener\">customer journey<\/a> isn\u2019t insular, and one of the cons of the CSAT is that it only rates a particular touchpoint, unless you reframe the survey to ask about the overall experience.<\/p>\n<div class=\"div-minispacer\"><\/div>\n<ul>\n<li>For <strong>Ongoing Experiences <\/strong>\u2013 when you want to know how the experiences are currently going for your customers, you may ask them during the experience. An example would be asking \u201cRate your website experience\u201d while the customer is still on the site for a period of time.<\/li>\n<li><strong>Following an Experience<\/strong> \u2013 this example was discussed in the Short Answer section and is often used by most companies. You\u2019re catching data from the completion of a journey to work on <a href=\"https:\/\/www.sogolytics.com\/blog\/how-to-retain-employees-engage-customers\/\" target=\"_blank\" rel=\"noopener\">customer retention<\/a>.<\/li>\n<li><strong>Pulse Checks<\/strong> \u2013 similar to pulse checks with <a href=\"https:\/\/www.sogolytics.com\/blog\/employee-pulse-surveys-a-healthy-check-in\/\" target=\"_blank\" rel=\"noopener\">employees<\/a>, you are able to check in with your customer base to understand their brand loyalty, satisfaction with your company overall, or find new opportunities for growth.<\/li>\n<\/ul>\n<h2>The Success of Your Business<\/h2>\n<p>No matter how you look at it, the best time for the CSAT depends on the information you are trying to gather. It is important to have consistent CX strategies in place to inform what sort of surveys you\u2019ll send out to your customer base. While the CSAT score gives you significant insight into your customer experiences, it should be paired with innovative strategies to not only continue but improve, correct, and create better experiences for you customers.<\/p>\n<div class=\"div-minispacer\"><\/div>\n<p>Need help designing your CSAT survey? We\u2019ve got plenty of <a href=\"https:\/\/www.sogolytics.com\/survey-templates\/customer\/customer-satisfaction-survey\/\" target=\"_blank\" rel=\"noopener\">templates<\/a> for you to use. We also have <a href=\"https:\/\/www.sogolytics.com\/blog\/advanced-survey-reporting-the-omni-report\/\" target=\"_blank\" rel=\"noopener\">comprehensive reports<\/a> to inform actions! Don\u2019t know where to start?\u202fWe\u2019re\u202f<a href=\"https:\/\/www.sogolytics.com\/request-a-demo\/\" target=\"_blank\" rel=\"noopener\">here to support<\/a>\u202fyour efforts!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We\u2019ve been talking a lot about the CSAT (customer satisfaction) score and its relationship to CX, and that\u2019s because we\u2019re all about feedback here at Sogolytics. The CSAT is based on direct feedback from your customers on how they feel about your products, services, or support. It\u2019s a wonderful barometer of how you\u2019re doing, what you could do better, and what changes must be made. But when do you initiate the CSAT survey? When\u2019s the best time to connect with customers to get the best responses? In this piece, we\u2019ll examine when is the optimal time to get the valuable data you need. The Short Answer As soon as possible. It seems simple, but it\u2019s true. There are plenty of different ways you can ask about customer satisfaction, but as soon as they have had the experience you should ask about it. Some example questions to illustrate what we mean: How satisfied were you with the purchase process today? &#8211; Something like this would be asked at the moment your customer completes a purchase, no matter what they purchased from you. Of course, these are operations-level questions that can help you find possible bottlenecks in the pipeline, the level of ease of usability, or even functionality on the website. How satisfied were you with [product name\/service]? \u2013 Now you\u2019re getting more honed into how the customer felt about the product\/service they received from you. You may have to wait for 24-48 hours after them receiving their product or service, but [&hellip;]<\/p>\n","protected":false},"author":71,"featured_media":5037,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,204,6],"tags":[403,176,216,351,62,237],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>When to Initiate a CSAT Survey - Sogolytics Blog<\/title>\n<meta name=\"description\" content=\"There\u2019s a lot of talk about the CSAT score, but when is the right time to initiate a CSAT survey to your customers? 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