{"id":52091,"date":"2020-08-15T08:50:49","date_gmt":"2020-08-15T08:50:49","guid":{"rendered":"https:\/\/www.sogolytics.com\/help\/?page_id=52091"},"modified":"2023-06-13T05:17:10","modified_gmt":"2023-06-13T05:17:10","slug":"best-practices-cx-touchpoint-surveys","status":"publish","type":"page","link":"https:\/\/www.sogolytics.com\/help\/best-practices-cx-touchpoint-surveys\/","title":{"rendered":"Best Practices for CX Touchpoint Surveys"},"content":{"rendered":"<p>Your customers deserve the best. Before you launch a CX project, ask yourself:<\/p>\n<ul>\n<li>What is the goal of asking these questions?<\/li>\n<li>How do the structure, questions, and design help me accomplish the goal?<\/li>\n<li>How will we use the results?<\/li>\n<\/ul>\n<p>If you don\u2019t have answers &#8212; good answers! &#8212; to all of these questions, get some advice before you go live.<\/p>\n<h3>What\u2019s the goal?<\/h3>\n<p>At each touchpoint in the customer journey, choose the most meaningful key metric(s) to measure. <\/p>\n<ul>\n<li><strong>Measuring a moment?<\/strong> A transactional survey checks in on the customer\u2019s experience at a specific point in time.\n<ul>\n<li>If you\u2019d like to know how pleased or displeased a customer is with a specific interaction, ask about satisfaction. Customer Satisfaction Score (CSAT) is a single question that gets right to the point. Satisfaction is one of the most straightforward measures you can use, and it\u2019s easy for both you and your customers to understand.<br \/>\n<div class=\"example-block-container blue-shade\">\n        <span class=\"example-block-content\"><span class=\"example-block-header\">For example:<\/span><br \/>\nIf your customer has just received an order, ask how satisfied they are with the product they have in hand.<\/span>\n  <\/div><\/li>\n<li>If you\u2019d like to understand how easy or difficult a particular interaction is, ask about effort. Customer Effort Score (CES) asks customers to identify how easy you\u2019ve made it for them to achieve their goals. Note here that the onus is on you as an organization to facilitate this process. Your customers shouldn\u2019t have to struggle to get things done. Instead, you should be rolling out the red carpet to help them achieve their goals.<br \/>\n<div class=\"example-block-container blue-shade\">\n        <span class=\"example-block-content\"><span class=\"example-block-header\">For example:<\/span><br \/>\nHow easy was your sign-up process? A CES question can help you understand if your customers are facing too many hurdles in this critical first step.<br \/>\n<\/span>\n  <\/div>\n<\/li>\n<\/ul>\n<\/li>\n<li><strong>Checking in?<\/strong> A relationship type survey collects customer feedback based more on experience over time than a specific interaction.\n<ul>\n<li>If you\u2019d like to understand a customer\u2019s broader experience with your brand, ask a Net Promoter Score question. NPS measures customer loyalty, a deeper metric than simple satisfaction or effort. NPS asks customers how likely they are to recommend your company to others, prompting a higher standard for reflection than personal satisfaction alone. These studies may be launched at periodic intervals, such as bi-annual or annual check-ins.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>How can the survey content and design impact results?<\/h3>\n<p>Once you\u2019ve identified the key metric(s) to include, you really only have room for a few more questions. A shorter survey will result in higher response rates, so pick your questions wisely.<\/p>\n<p>For each touchpoint or stage, consider the variables most likely to impact the customer\u2019s experience. These variables are your Key Drivers. <\/p>\n<p>Key Drivers vary throughout the customer journey, but all of them have the potential to impact CX metrics, churn, and revenue. Understanding the important variables at every point in the customer journey is an important step in your CX program. <\/p>\n<div class=\"example-block-container blue-shade\">\n        <span class=\"example-block-content\"><span class=\"example-block-header\">For example:<\/span><br \/>\nIf you\u2019d like to measure guest satisfaction with in-room dining, include the key metric (CSAT) along with the key variables you\u2019ve identified as important at this point. Analyzing aspects like freshness, menu variety, and presentation can all offer insights, but you won\u2019t know what\u2019s most important until you ask!<\/span>\n  <\/div>\n<h3>How can we use results?<\/h3>\n<p>On your Dashboard, CX metrics can be reviewed quickly to see trends over time and to review and compare performance between Tags associated with critical touchpoints. Still, this is only part of the picture. CX metrics can deliver the answer to \u201cWhat do they think of us?&#8221; but they don\u2019t directly answer the follow-up question: \u201cWhy do they feel this way about us?\u201d <\/p>\n<p>Adding Key Drivers allows you to drill down on why your customers chose a certain NPS, CSAT, or CES rating. Whether you\u2019re viewing a Key Driver Analysis Report for a specific project or reviewing Key Drivers for multiple Touchpoints together, these results give you a clear view of where and how you need to take action for the greatest potential improvement.<\/p>\n<p>Plenty of companies review customer feedback, but most often they focus too much on performance alone. In fact, analyzing both performance and correlation to the target metric gives much more powerful, actionable insights, and often saves both time and resources.<\/p>\n<div class=\"example-block-container blue-shade\">\n        <span class=\"example-block-content\"><span class=\"example-block-header\">For example:<\/span>If you rolled out an in-room dining survey and judged results on performance alone, you might find that guests gave \u201cvariety of menu options\u201d the lowest score. If you invest your energy in expanding the menu, though, you may find that there\u2019s a very low correlation between menu variety and overall satisfaction. Sadly, despite your efforts, satisfaction might remain the same. If, however, you discovered that \u201cfreshness\u201d had a low score but a high correlation to satisfaction, time dedicated to improving this aspect would show positive gains.<\/span>\n  <\/div>\n","protected":false},"excerpt":{"rendered":"<p>Your customers deserve the best. Before you launch a CX project, ask yourself: What is the goal of asking these questions? How do the structure, questions, and design help me accomplish the goal? How will we use the results? If you don\u2019t have answers &#8212; good answers! &#8212; to all of these questions, get some advice before you go live. What\u2019s the goal? At each touchpoint in the customer journey, choose the most meaningful key metric(s) to measure. Measuring a moment? A transactional survey checks in on the customer\u2019s experience at a specific point in time. If you\u2019d like to know how pleased or displeased a customer is with a specific interaction, ask about satisfaction. Customer Satisfaction Score (CSAT) is a single question that gets right to the point. Satisfaction is one of the most straightforward measures you can use, and it\u2019s easy for both you and your customers to understand. If you\u2019d like to understand how easy or difficult a particular interaction is, ask about effort. Customer Effort Score (CES) asks customers to identify how easy you\u2019ve made it for them to achieve their goals. Note here that the onus is on you as an organization to facilitate this process. Your customers shouldn\u2019t have to struggle to get things done. Instead, you should be rolling out the red carpet to help them achieve their goals. Checking in? A relationship type survey collects customer feedback based more on experience over time than a specific interaction. If you\u2019d like to understand [&hellip;]<\/p>\n","protected":false},"author":26,"featured_media":0,"parent":0,"menu_order":498,"comment_status":"closed","ping_status":"closed","template":"faq_php.php","meta":{"footnotes":""},"categories":[301],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Best Practices for CX Touchpoint Surveys | Sogolytics<\/title>\n<meta name=\"description\" content=\"Here&#039;s how to make the most of surveys that measure key CX touchpoints in your customer journey.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sogolytics.com\/help\/best-practices-cx-touchpoint-surveys\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Best Practices for CX Touchpoint Surveys | Sogolytics\" \/>\n<meta property=\"og:description\" content=\"Here&#039;s how to make the most of surveys that measure key CX touchpoints in your customer journey.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sogolytics.com\/help\/best-practices-cx-touchpoint-surveys\/\" \/>\n<meta property=\"og:site_name\" content=\"Sogolytics\" \/>\n<meta property=\"article:modified_time\" content=\"2023-06-13T05:17:10+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/best-practices-cx-touchpoint-surveys\/\",\"url\":\"https:\/\/www.sogolytics.com\/help\/best-practices-cx-touchpoint-surveys\/\",\"name\":\"Best Practices for CX Touchpoint Surveys | Sogolytics\",\"isPartOf\":{\"@id\":\"https:\/\/www.sogolytics.com\/help\/#website\"},\"datePublished\":\"2020-08-15T08:50:49+00:00\",\"dateModified\":\"2023-06-13T05:17:10+00:00\",\"description\":\"Here's how to make the most of surveys that measure key CX touchpoints in your customer journey.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.sogolytics.com\/help\/best-practices-cx-touchpoint-surveys\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.sogolytics.com\/help\/best-practices-cx-touchpoint-surveys\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/best-practices-cx-touchpoint-surveys\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.sogolytics.com\/help\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Best Practices for CX Touchpoint Surveys\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/#website\",\"url\":\"https:\/\/www.sogolytics.com\/help\/\",\"name\":\"Sogolytics\",\"description\":\"Sogolytics - 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