Measuring Customer Satisfaction and Customer Loyalty

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customer satisfaction research design

  • Sebastian Hohenberg 4 &
  • Wayne Taylor 5  

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Measuring customer satisfaction and customer loyalty represents a key challenge for firms. In response, researchers and practitioners have developed a plethora of options on how to assess these phenomena. However, existing measurement approaches differ substantially with regard to their complexity, sophistication, and information quality. Furthermore, guidance is scarce on how firms can leverage and combine these approaches to implement a state-of-the-art satisfaction and loyalty measurement system. This chapter attempts to address this vacancy. The authors first define and conceptualize customer satisfaction and customer loyalty. Next, the authors provide an overview of the different operationalization and measurement approaches that companies face when designing a customer satisfaction and loyalty measurement system. The authors also discuss some of the common modeling challenges associated with measuring loyalty, namely, dealing with self-selection bias. Finally, the authors project what the future holds in this area.

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Hohenberg, S., Taylor, W. (2020). Measuring Customer Satisfaction and Customer Loyalty. In: Homburg, C., Klarmann, M., Vomberg, A. (eds) Handbook of Market Research. Springer, Cham. https://doi.org/10.1007/978-3-319-05542-8_30-1

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Received : 17 September 2019

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Creating a Customer Satisfaction Survey: Best Practices and More

Creating a Customer Satisfaction Survey: Best Practices and More

One of the most important metrics that instantly show how well your customers are satisfied with what you offer is the customer satisfaction score or CSAT score.

CSAT surveys are the standard way to gauge the happiness of the customer with your product or service. They give  customers a voice . CSAT data can be  qualitative and/or quantitative . There are customer satisfaction survey designs that gauge the emotional CSAT on a figurative scale, as well as those that calculate definite numeric scores. But what kind of CSAT survey gets you reliable responses and data?

Think about it – would you be more inclined to respond to a  sleek, simple, and straightforward   online survey  or a  cluttered, complex, and convoluted  one? Most (if not all) people will understandably prefer the former. 

And take the opposite perspective – you are the  survey maker .

  • Would you prefer delighted respondents or turned-off targets?
  • When you are measuring CSAT, shouldn’t the survey you serve to satisfy the customers?

Keeping such broad aspects of gathering CSAT feedback in mind, it is up to you to choose which type of CSAT survey you need. Then, you should design the customer satisfaction  survey questions  to fulfill the purpose of customer satisfaction surveys – keeping you informed about your customers’ experience (CX).

But how do you decide the type and questions that will measure CSAT accurately?

Want to know the answer? The truth is that there is no one-survey-fits-all process or a universally usable survey template. Build your own survey to cater to the specific purpose you have in mind.

Ready to create a CSAT survey that nets you the feedback you need? Begin by understanding the basics and move onto the types of CSAT surveys,  templates & questions  to use. Finally, hone your skills by learning the best practices in this blog.

What Are Customer Satisfaction Surveys?

Asking the right questions at the right time is important to  measure customer satisfaction  accurately. Going wrong with your questions can be bad, because not only will it get you useless information, but you might also use that corrupted information to make erroneous business decisions. That is why the importance of customer satisfaction (CSAT) surveys cannot be denied.

Commonly used CSAT surveys are to-the-point to  avoid irritating potential respondents  and ask slight variations of these (mostly standard) questions. They are usually accompanied by options to choose from (or text boxes, in cases where customers’ free-form opinions are sought):

  • How happy are you with [product name]?
  • How likely are you to recommend [product name] to a friend or colleague?
  • How could we improve your experience with [brand/product/service]?
  • Would you like to share any thoughts to help us improve [brand/product/service]?

Such CSAT surveys range from the simplest one-question types ( Net Promoter Score (R)  is the de-facto example) to in-depth technical questionnaires served to beta users and paid testers. Your survey design should depend on your specific purpose in customer satisfaction surveys .

CSAT survey

Why Customer Satisfaction Surveys Are Important

Much like social media influencers need staunch followers to succeed, your business needs satisfied customers. Great companies are built on excellent reputations, and excellent reputations are built by satisfying customers so that they sing your praises.

But dissatisfaction in customers can occur due to unexpected reasons. That’s why you need to keep your finger on the pulse of customers. 

What better way to do it than with a well-designed CSAT survey ?

A. Quantify Customer Emotions Into Numbers for Better Management

Since customer happiness and satisfaction is a sentiment, it is wise to find a way to quantify it. That is what a customer satisfaction survey helps you do.

The customer satisfaction survey campaign usually aims to calculate one number, such as NPS score or CSAT score, which is easier to analyze and track than manually monitoring each feedback separately.

Here’s why you need a quantifiable measure to analyze results while creating a customer satisfaction survey:

customer satisfaction research design

1. Quantify the Extent of Customer Satisfaction

Apart from the free-text questions, customer satisfaction responses record feedback on a spectrum like a Likert scale with a 1-10 rating.

It allows the customers to show their level of satisfaction/happiness more accurately instead of choosing a yes or no answer.

customer satisfaction research design

Based on the answers, you can categorize the responses into different groups to tackle them individually, as done in NPS surveys .

customer satisfaction research design

2. Track the Impact of Your UX/UI Strategies

Having a consolidated number to work with instead of a whiteboard with hundreds of responses makes it easier to track the performance of your experience and conversion optimization efforts.

Creating a customer satisfaction survey makes it possible to get a bird’s-eye view of customers overall sentiment using a number like CSAT score or CES score.

You can then dive into each response to uncover their pain points, issues, and other grievances, work on them, deploy the solution and relaunch the satisfaction survey.

Bonus Read: Top 19 UX Blogs You Should Follow

The fluctuation of the CSAT score helps you track the progress quicker and almost in real-time. It saves you hours of going through each response again to measure the impact of your strategies.

customer satisfaction research design

3. Compare Satisfaction Across Various Channels

Customer satisfaction surveys are an essential part of designing and mapping the omnichannel experience.

customer satisfaction research design

Suppose you have to map the shopping experience on your mobile app and website. So you deploy the customer satisfaction survey at the end of the checkout process on both channels.

Once the scores and feedback are in, you can quickly compare them. If the difference is significant, start analyzing the responses to determine what makes one channel more satisfying than the other.

You can apply the same strategy at different touchpoints across various channels such as websites, apps, products, service touchpoints, offline interactions, and more.

It helps to track customer satisfaction across different channels to design better solutions and optimize their experience.

4. Benchmarking Your Results

Another important aspect of expressing satisfaction as a number is benchmarking. 

Over a third of the companies around the world use customer satisfaction surveys like NPS. Plus, there are a lot of firms that print NPS benchmark scores for different industries every year.

It means you have instant access to extensive data for benchmarking your NPS, CSAT, and other scores across your industry standard to see where you stand.

Here are the worldwide NPS scores across various industries for 2020:

customer satisfaction research design

Case Study – How Belron uses customer feedback to maintain a high NPS score

Belron , one of the world’s top-ranked companies in the automobile windshield repair business, used AI to improve their UX and increase their NPS score .

“The products that Belron sells are what I call ‘grudge’ purchases. Nobody wakes up and says, ‘I just wonder how much it would cost to get my windshield replaced,’” Stephen Payne, Customer Journey Improvement Manager at Belron, said. “You only come to one of our companies if you have damage and need it fixed immediately.”

While analyzing their feedback needs, Payne and Jamie Carter, the Voice of the Customer Manager at Belron, had 3 insights into their requirements:

  • The need to analyze customer’s responses verbatim (exactly what they said, word-for-word)
  • NPS is valuable, but just one of the many pieces of the larger CSAT pie
  • The need to learn from shoppers who never become customers

Analyzing open-ended responses: While the Belron team preferred rich survey data in the form of open-ended responses, they faced the same difficulty as many other user experience researchers: difficulty in combing through the data.

They used feedback software to collect and filter huge amounts of customer feedback efficiently using cutting-edge Artificial Intelligence .

“Using sentiment analysis, it took no time to view themes and patterns from customer responses. Fantastic!” – Jamie Carter, Voice of the Customer Manager

Digging deeper into NPS surveys: They also leveraged the software to look at bounces throughout the customer journey and overcome the ‘ recency effect ’ that creeps into NPS survey responses.

Learning from those who leave: The third insight about learning from shoppers who abandon the Belron website without getting their windshield fixed was taken care of with exit intent surveys .

B. Measure Transactional & Overall Customer Experience

Creating customer satisfaction surveys and placing them strategically at critical touchpoints across the customer journey lets you measure in-the-moment and overall satisfaction.

How does it help?

1. Get a 360-degree understanding of customer interactions

Customer journey is not a linear experience; it is an array of multiple interactions and touchpoints scattered across different channels.

Important touchpoints play a crucial role in forming a perception of your brand in customers’ minds. For example, interaction with the support staff, ease of placing an order, using the website navigation menu, etc.

customer satisfaction research design

With the right tool, targeted customer satisfaction surveys can bring feedback from various touchpoints and channels under one screen for easier analysis and tracking.

CSAT surveys can track these transactional experiences across all channels, while NPS scores can track long-term customer loyalty, as we will see in the next point.

2. Predict Long-Term Loyalty and Retention

Using customer satisfaction surveys like NPS & CES helps to measure customer loyalty, retention & repurchase probability .

The standard NPS survey asks a simple question:

On a scale from 0-10, how likely are you to recommend us to a friend or colleague?

customer satisfaction research design

Studies show that NPS is an indicator of long-term customer loyalty and retention. The industry leader in Net promoter score can grow twice as fast as the competition.

In the same way, according to Harvard Business Review , CES ( Customer Effort Score ) is also a great predictor of long-term loyalty and repurchase probability. For service-related experiences like contacting customer support, it outperforms NPS in predicting behavior.

Case Study – How Gumtree uses all-around customer satisfaction feedback to improve its website

Gumtree, a leading classified ads website, caters to different customer types looking for various products like goods, cars, real estate posting, hiring jobs, and more.

The challenge was to hear from both advertisers and visitors to get a complete picture of how they behave on the website.

Gumtree used targeted surveys for different audience types based on product category, location, and interest to collect real-time customer satisfaction feedback from advertisers and visitors at different stages of their journey.

It also helped the team to benchmark the number and use integration APIs to correlate the survey data with their quantitative metrics to uncover deeper customer insights .

C. Segment Your Audience

Another important reason for creating a customer satisfaction survey is to group your customer base into different segments such as:

  • Promoters and detractors
  • Satisfied and unsatisfied customers
  • Happy or frustrated customer

customer satisfaction research design

Once you clearly understand how different customer types feel about your brand, you can reach out to them with different strategies to offer better services and explore brand promotion opportunities.

Here’s how segmentation using customer satisfaction help in building your brand awareness and credibility:

1. Grow Your Brand

The NPS survey segments your audience into two groups: promoters and detractors. If you are using an identity feature such as Qualaroo’s Identity API , you can associate the respondents with their contact information at your end, like email address.

You can then create personalized campaigns and offers to encourage the promoters to do your brand promotion.

It helps you leverage segmentation data to launch membership and referral programs for your most satisfied customers & turn them into your brand promoters.

customer satisfaction research design

2. Collect Reviews and Testimonials

Like the NPS survey, you can use CSAT surveys to identify your satisfied/happy and unsatisfied/unhappy customers. 

Segmenting users based on a satisfaction rating gives the advantage of reaching out to happy customers and collecting reviews and ratings for your product page, website, App store, and other 3rd party review listing websites.

customer satisfaction research design

According to Bazaarvoice’s conversion Index Volume8, increasing the number of reviews impacts not only conversions but SEO and product insights as well.

customer satisfaction research design

You can use these reviews and testimonials on your homepage, landing pages, and other campaigns to build brand credibility and trust.

3. Personalize User Experience

Today, experience personalization is an essential aspect of the customer journey. It can increase both your customer base and conversions.

More nuanced customer segmentation based on demographic, psychographic, and other attributes can produce valuable insights to personalize the experience of different customer types.

customer satisfaction research design

Want to know about Market Segmentation for better audience targeting?

Take a look at our comprehensive guide on customer segmentation

You can gauge the satisfaction level of different audience types and design a personalized experience for them.

For example:

  • Adding an onboarding process for new users.

customer satisfaction research design

  • Implementing one-click checkout for mobile app users.
  • Crafting unique selling propositions for different segments for your email and ads campaigns.

customer satisfaction research design

  • Creating a PWA (progressive web application) of your website for mobile browser users to improve performance. Pinterest increased their active weekly users by 103% by launching the PWA for their mobile website.

customer satisfaction research design

That’s why creating customer satisfaction surveys is necessary to understand your target audience for successful campaigns.

Case Study – Lego’s market segmentation strategy to become the largest toy brand

As technology progressed, Lego looked for an effective strategy to market Lego Bricks over social media. It used customers’ behavioral traits and feedback to understand their audience. They used the data to segment the customers into the following six groups based on purchase and usage rates:

  • Lead Users: People LEGO actively engages with on product design
  • 1:1 Community: People whose names and addresses they know
  • Connected Community: People who have bought LEGO and [have] also been to either a LEGO shop or a LEGO park
  • Active Households: People who have bought LEGO in the last 12 months
  • Covered Households: People who have bought LEGO once
  • All Households: People who have never bought LEGO

The customer personas helped Lego understand how different customers interacted with the brand. 

Lego picked the top three personas to build social interactions and user engagement with customers to encourage them to become their brand advocates. It helped to understand the customers better and build new products to improve customer satisfaction.

With active online engagement and listening to what customers have to say about their product, Lego has been able to turn customer feedback into new products, making it one of the largest toy manufacturers in the world.

customer satisfaction research design

D. Hear the Voice of Your Customers

Another big reason for creating a customer satisfaction survey is to listen to your customers. It helps to set up a conversational channel between the brand and its users. 

You can gauge if they are happy with your products and services, what other features they want to see in the product, uncover points of struggle and collect other valuable insights.

Here’s how:

Open up two-way communication

Using a targeted survey Nudge™ or a feedback form provides a way for customers to speak their minds. They can leave feedback, suggestions, and other important information for you about the website, product, or app.

customer satisfaction research design

Nudge ™ or a feedback form provides a way for customers to speak their minds. They can leave feedback, suggestions, and other important information for you about the website, product, or app.

You can analyze the feedback and engage with the customer to update them about the status of their feedback and collect more in-depth information about the issue. It gives importance to the customers and makes them feel valued, helping form a positive brand perception.

Plus, you can use the feedback in your product roadmap to improve customer experience and satisfaction.

Types of Customer Satisfaction Surveys & Templates

Surveys for measuring customer satisfaction can be served in myriad ways through various types of questioning techniques, including but not limited to:

  • Paper questionnaire
  • Personal interview
  • Online poll
  • Mailing list survey
  • Email signature survey

Personal interviews and paper questionnaires are ideal for descriptive surveys that seek feedback from your customers (Example – “how can we improve your delivery experience?”). Email signature surveys , on the other hand, are better for pointed questions that do not require too much of the respondent’s time (Example – “On a scale of 1-10, how likely are you to recommend us to your friends?”).

When it comes to templates for CSAT surveys, the most popular types of CSAT surveys are those that ask one (almost standard) question. These are:

  • NPS (R)  (Net Promoter Score)
  • CES (Customer Effort Score)
  • CSAT (Customer Satisfaction)

Now let’s shed some light on these popular customer satisfaction survey designs.

The most famous (and trademarked) question for calculating NPS (R)  is:

“How likely is it that you would recommend this company to a friend or colleague?”

The respondent (usually, existing customers are the target demographic) answers on a scale from 0 to 10. Based on this, they can fall under the 3 following categories:

  • Detractors:  Those who choose a value from 0 to 6
  • Passives:  Those who choose values like 7 and 8
  • Promoters:  Those who choose values like 9 and 10

The NPS (R)  score is simply the difference between the percentage of detractors and promoters.

If the customers consent to be identified, then sorting them based on their responses can give you the opportunity to turn detractors and passives into promoters through suitable actions .

Watch:  NPS Survey Recipes – 4 strategies to gather high-quality feedback

CES is used when you need to know how easy or difficult it was for your customer to do something (compare similar items, access help articles, begin their trial of your product or service, etc.).

CES Survey

Recommended Read:  Feeling stuck coming up with questions to ask to get the info you need? Check out this  handy list  of questions, linked with targeting options to boot!

For a UX twist on CSAT, you can calculate the User Effort Score with Qualaroo’s sample customer satisfaction surveys that take advantage of quite  advanced targeting .

Calculate User Effort Score

CSAT simply asks how satisfied the customer was with their experience. You can choose to follow up with open-ended questions or give the customer an option to share free-form feedback.

CSAT follow up with open-ended questions

8 Question Types to Build Customer Satisfaction Surveys

Questions can make or break a survey. Bad survey questions can confuse respondents, cause survey fatigue and leave a bad impression overall even as they skip it to move on. Let’s discuss some common question types you can choose from (along with their pros and cons) while creating a customer satisfaction survey to make sure you can get a good response rate with useful insights.

1. Single-choice Questions

Single-choice questions are those where the respondent can select only one answer from the given options.

customer satisfaction research design

The main advantage of this question type is that they are easy to analyze and keeps your data set clean. But they also restrict the customers from adding any additional comments or feedback

2. Multiple-choice Questions

Multiple choice questions allow respondents to select more than one answer from the given options

customer satisfaction research design

  • Friends & family

Multiple choice questions let you collect more data points than single choice questions, but they still don’t take any free-hand input from the respondents.

3. Dichotomous Questions

Dichotomous questions carry only two response anchors – Yes and No. They are mainly used to divide the respondents into two groups.

customer satisfaction research design

  • If Yes, proceed to the next question
  • If No, show the thank you screen

You can add these questions at the start of the survey to screen the respondents. It will allow only eligible respondents to take the survey.

4. Binary Questions

Binary questions also have two response anchors, and the respondents can select only one of them. A dichotomous question is a subset of binary questions.

5. Likert Scale Questions

A Likert scale question notes the respondent’s degree of agreement or disagreement with a given statement. The responses are arranged on a continuum scale ranging from increasing or decreasing degrees of positive/negative sentiments.

customer satisfaction research design

  • Very satisfied
  • Nor satisfied nor dissatisfied
  • Dissatisfied
  • Very dissatisfied

Likert questions make it possible to measure the extent of respondents’ satisfaction instead of a yes or no response. You can use the 5-point or 7-point scale depending on the depth of information you want to collect from the users.

Though the 7-point scale increases the sensitivity of the feedback measurement, more options may introduce a paradox of choice, making it difficult for the respondent to choose the answer.

6. Rating Scale Questions

A rating scale asks the customer feedback on a numeric scale like 1-10 or 1-5. The most common example of such a question is the NPS scale, which uses a numeric rating scale of 0-10.

customer satisfaction research design

Here, the lowest number indicates a negative/unsatisfactory experience, and the highest rating means a positive/satisfactory experience with your product or service.

Other scales include an emoji scale and a star rating scale.

customer satisfaction research design

A significant advantage of the rating scale is its simplicity. Since the input is a single number, you can easily monitor it over time and see any fluctuations.

7. Matrix Questions

A matrix question combines multiple questions into one screen. The questions are arranged in a row while the response anchors are added to the columns.

customer satisfaction research design

The matrix question requires all questions to have the same response anchor to arrange them in an array.

This question type helps reduce the length of the survey. But it may also lead to straight-lining, where the respondent randomly selects the answers for all the questions without reading them properly.

8. Open-ended Questions

Open-ended questions have blank space for the respondent to enter the feedback in their own words. These question types let you collect nuanced data points from the respondent. You can ask for suggestions, explore new feature requests, and uncover previously undiscovered insights

customer satisfaction research design

Free-text questions are used as follow-up questions to gauge customers’ behavior, interest, and pain points.

One major drawback of open-ended questions is they are hard to analyze. It requires more time and effort to make sense of the feedback.

Today, various survey tools offer advanced techniques like sentiment analysis or text analysis to make it easier to dig through the free-text responses and reduce manual work.

8 Best Practices Customer Satisfaction Surveys

Whether you are new to creating a customer satisfaction survey or regularly employing it in your business, there are some best practices to keep in mind while running the survey campaign, like:

1. Keep the Continuum Scales Consistent

The number one practice in our book is to keep the scale consistent every time while creating a customer satisfaction survey. 

It makes it easy to track and analyze the scores over time. 

Let’s see it with an example. Suppose you use a 5-point Likert scale for your CSAT surveys. From a total of 100 respondents, 65 choose either 4 or 5 options as their response. So, your current CSAt score becomes 65.

  • Please rate your satisfaction with the recent purchase .
  • Very Dissatisfied
  • Very Satisfied

Now, after six months, another team run a CSAT survey, but this time, they use an inverted scale running from positive to negative sentiments as shown below:

  • Please rate your satisfaction with the recent purchase.
  • very Satisfied

Now you can see that 1 and 2 become favorable responses. You can still get a score of 65 if 65% of the respondents select these options. But it may confuse the interdepartmental teams while analyzing the responses and require more time to categorize the feedback.

In the same way, when using multiple Likert scales questions in the same survey, try to use a consistent scale so respondents don’t get confused.

2. Estimate Your Sample Size to Get Reliable Results

Sample size estimation is a critical step while creating a customer satisfaction survey to produce reliable results.

The main reason behind this is to flatten the data curve. The more responses you collect, the more are chances that particular feedback conforms to the opinion of the majority of your audience.

It helps you separate the genuine feedback from the outliers and reduces the chances of you chasing the wrong feedback data.

There are numerous survey sample size calculators available online. 

Just punch in the numbers, and you can have a rough estimate of the required sample size to reach the desired statistical confidence.

Statistical confidence is the probability of a result being wrong. For example, a 95% confidence level means the chances of getting a wrong result are 5 out of 100.

customer satisfaction research design

You can see from the image above that you need at least 2035 responses before calling off the survey, with a statistical significance of 95%.

So, always estimate the sample size to focus on the optimization efforts in the right direction.

Tip: Deploy your CSAT survey on multiple channels to maximize response rate and reach the sample size quicker.

3. Keep Your Survey Short – Experiment With the Length

Another best practice while creating a customer satisfaction survey is to optimize its length, i.e., limit the number of questions.

There are plenty of studies that show the relationship between survey length and response rate.

customer satisfaction research design

As you can see from the image, shorter surveys tend to produce higher response rates. That’s because such a survey takes less time to complete and does not annoy the respondents.

That’s why it is necessary to experiment with the survey length to find the optimal number of questions for your visitors.

  • Start by doing a form analysis and analyzing the abandon rate to find the survey drop-off point.
  • You can also use screen recording tools to find where the respondents leave the survey incomplete.
  • Send the survey to other team members to estimate the average completion time and make changes to reduce it.
  • Compare the response rate from other survey campaigns to find the correlation between the number of questions and completion rate on your website, app, or product

4. Avoid Double-Barreled and Leading Questions

A double-barreled question carries two independent statements into the same question.

The problem with this type of question formation is that the respondent may have opposing answers to each question. But due to a lack of individual choice, they may not be able to answer it objectively

  • How satisfied are you with our services and support agents?

Here, the customer may be happy with the product or services but may not be happy with the agent.

That’s why It is better to split the question into two to make it more transparent and easy to answer for the respondent. 

A leading question carries an inherent assumption about the respondent. 

  • How often do you drink beer?

Here it is already assumed that the respondent drinks beer. So, people who do not qualify for this question are forced to choose an answer or abandon the survey.

To overcome this problem, we can add a screen question to divide the respondents such as:

  • If Yes – How often do you drink beer?
  • If No – Please specify the reason for your answer.

Now you can add question branching to show only relevant follow-up questions based on the respondent’s answer.

customer satisfaction research design

5. Find out Your Best Survey Timing to Maximize Response Rate

While creating a customer satisfaction survey for emails or SMS, the best practice is to find the sweet spot for sending it to maximize the response rate.

Several studies by Mailchimp, CheckMarket, Experian, and others point towards the best days and times of the week to send the surveys for improving the CTR (click-through rate).

customer satisfaction research design

Use these studies as a reference point to find the optimal time for sending surveys to the customers.

Suppose among the target audience population of 10000, the average response rate for your surveys is 25%. 

If you increase the response rate by 1% by finding the right timing, it equates to an increase of 1000 responses. It means you can reach the required sample size quicker to uncover valuable customer insights

6. Add Incentives to Improve the Response Rate. But Be Careful

Adding an incentive to the CSAT survey is an excellent motivator for the people to complete it. As you can see from the image below, an incentivized survey generally leads to a higher response rate.

customer satisfaction research design

You can use discount codes, free shipping, personalized consultation, free ebooks, gift cards, or any other freebies as an incentive to encourage people to take the survey.

But be careful of biased and random answers. People may attempt the survey solely to get the discount. That is why a larger sample size will help flatten the curve and make data more precise towards correct feedback.

7. Close the Feedback Loop Quickly

You can realize the true worth of your survey campaigns only if you quickly act on feedback data. The market trends, technology, audience base, and customer expectations are constantly changing. So if it takes too long to analyze and take necessary action, you risk losing customers.

Closing the feedback loop means systematically consolidating, analyzing, and categorizing the feedback to uncover the customer issues and pain points. You can then prioritize the critical issues and plan the course of action to work on them.

With hundreds of responses pouring in every day, the entire process may be cumbersome to manage.

So what can you do to make feedback data mining faster?

  • Use advanced techniques such as sentiment analysis , text analytics, automatic score calculators, and other methods to make sense of the feedback. These can save you from manually going through each response by automatically categorizing them.

customer satisfaction research design

Use integration APIs to automatically pull the data from survey responses to your CRM and other utility tools. For example, Qualaroo Slack integration auto-sends the response data from Qualaroo to the desired Slack channel in real-time. In this way, the relevant team can instantly pick it up and start working on it.

Once you have insights, prioritize the negative feedback first. Reach out to unsatisfied customers and solve their issues. Even for positive feedback, thank the respondents for showing them that you care.

8. Use Both Pop-Ups and Nudges

There are two ways to show the surveys to the audience – a pop-up and scroll-in widget (Nudge™).

With proper planning, you can leverage both ways to collect the feedback data from the right audience without annoying them.

  • Popup surveys need to be closed entirely before proceeding, but the visitors can minimize the Nudge™ and maximize it at any time during their time on the page.

customer satisfaction research design

  • Using a survey pop-up like the one shown below made using the Picreel tool for first-time visitors would not affect user experience. But if they are repeat visitors, using a Nudge™ makes more sense since they have already seen the pop-up.

customer satisfaction research design

  • If you have a blog page with informational content, a pop-up may interrupt the readers and lead to page abandonment. Using a Nudge™ will allow you to ask content-related questions easily.
  • If you have an incentivized survey, create the customer satisfaction survey as a pop-up to entice visitors and maximize the response rate. It makes it more eye-catching and easily legible

Make Your Surveys A Two-Way Street

CSAT surveys are only the means to the ultimate end – satisfying your customers.

Understanding what your customers think about you is complicated, but with the  right feedback tools , it can be done quite accurately. In fact, surveys can help you establish a communication channel that lets your customers speak to you and simultaneously lets you show that you listen to them. By keeping the killer survey questions and best practices to design customer satisfaction surveys discussed here in mind, you can continuously keep achieving this to improve your offerings.

Qualaroo Editorial Team

About the author

Qualaroo editorial team.

The Qualaroo Editorial Team is a passionate group of UX and feedback management experts dedicated to delivering top-notch content. We stay ahead of the curve on trends, tackle technical hurdles, and provide practical tips to boost your business. With our commitment to quality and integrity, you can be confident you're getting the most reliable resources to enhance your user experience improvement and lead generation initiatives.

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How to Design a Customer Satisfaction Survey That Gets Results

CSAT surveys serve as a guidepost for a customer’s journey with your product or brand. You’re going to need that guidepost if you want to create a strategy that’ll ultimately bring the customer greater satisfaction.

But your survey is only as good as the way it’s crafted. Writing good questions is a great start, but there are other factors to consider for the most effective surveys—like rating system, the length of the survey, and how well you empathize with the customer’s experience.

Let’s start with tips on how to write effective survey questions (including language, the rating scale, demographics ), when to send the surveys, sample questions, and why you shouldn’t rely on one metric alone.

Create effective surveys that get results.

Surveys are critical to a company’s health. A well-crafted survey will yield actionable responses that can help you strategize for long-term growth. It can help you identify pain points in the customer journey, work on resolving those issues, or let you know which business unit is flourishing and which is struggling so that you can allocate resources accordingly.

That’s what a well-crafted survey can do. A poorly crafted survey will inevitably lead to non-responses (in the form of unopened or unanswered emails) or, in worst-case scenarios, annoy your customers.

Crafting questions correctly is the first step.

Grammatical errors, typos, and bad sentence structuring will stop a respondent dead in their tracks. If your customer feels you don’t care enough to proofread your work, why should they bother answering your questions? Make sure to have a second (or even third) set of eyes to look over your questions.

Also, it doesn’t hurt to follow these guidelines:

  • Keep your questions short. Long, verbose questions and difficult-to-understand answers are major reasons respondents fail to complete surveys . It’s also a good idea to avoid jargon.
  • Target the right demographic. Using customer feedback and profiles of your customer base, ask questions that focus on the audience you serve. If you’re customers fall in a specific gender or age demographic, target questions that would be in line with them
  • Focus your questions on a specific topic. Make sure your questions follow a logic throughout the survey. If you want to know how the customer feels about the product, focus on the product with CSAT (customer satisfaction) questions. If you want to know about your company’s standing in the customer’s eyes, then use NPS (Net Promoter Score) questions.

Prioritize your objectives.

Make sure you’re laser-focused on your objectives before crafting any survey.

Are you trying to find pain points in customer service? Send out a CSAT. Do you want to know what your customers think of your company or brand’s reputation? Send out an NPS. Do you know the website or checkout process is causing problems but don’t know where to focus? Send out a CES survey. Your objective will determine the type of survey you send.

Granted, even within a CSAT surveys , you need to prioritize which topics are most important and put those at the top. You could ask about their satisfaction with the product, their support experience, their experience setting up the product—all within the same survey. Setting priorities of which questions are most important will help you make the survey the most actionable—and completable.

Empathize with your customer’s journey to get more effective results.

One of the best ways to craft a survey is to put yourself in the customer’s shoes. To craft a top-notch survey, be the customer. Imagine what they’re seeing and how they’re feeling about the questions being asked. Use the customer’s profile to craft your questions. Are you in the same demographic as your customer? Imagine them as your friends or family members — would the questions make sense to your circle?

Empathizing with the customer is important—that understanding can go a long way in predicting their pain points. Take Mary from Duluth, an older woman, kids going to college, divorced. She calls to complain about the difficulty of using the website, the expense of buying your products, and that customer service hasn’t been helpful. Consider Mary’s journey and ask yourself: Does she have the time or patience to answer survey questions? Should we survey about a product her college-bound children might benefit from? What happened with customer service? Was the conversation just a “blip,” or is there an underlying issue we should be addressing in the survey? Before you send out a survey, really try to understand the customer base so you can ask focused questions that make sense to your customer.

Identify the rating scale you’ll use.

Rating scales are important to know before crafting your surveys because they’ll determine how you ask your questions. There are dozens of rating scales you can use in surveys, like Guttman scales , semantic differential scales , and forced-choice, or ipsative scales . Below are examples of a few of the most common rating scales used and a brief explanation of what they accomplish and why you should use them.

A basic numerical scale

Offer a simple scale of finite numbers which the customer can use to respond to your question. Normally, lower numbers represent positive answers, while higher numbers represent negative answers.

Numerical Rating Scale

Pro: The numerical score rating is best when you want simple numerical data and straightforward answers.

Challenge: Leaves the interpretation of responses up to the customer. Does the customer know the difference between what 3 and 4 represent?

A Likert scale

Measure how much a respondent agrees (or disagrees) with the question asked. It differs from the numerical scale because there is no ambiguity in the answer. The answer is clearly worded for the respondent, so they don’t have to guess what the difference is between the numerical values (like in the numerical scale).

Likert Scale

Pro: Because of the scale’s declarations, the response data is a little more substantive.

Challenge: Wording is extremely important in both question and answer. If your question is poorly worded, you’ll get responses mired in confusion—or worse, no response at all. If the answers are poorly worded, respondents may be unclear on how to answer.

A comparative scale

Use the survey to ask about different comparative features of a product without asking for individual responses. You can ask questions that group known data together and prioritize it. Maybe you know from previous surveys that pricing was an issue, as was ease of transaction. But if you want to know which is more problematic, you ask the customer to prioritize the issue for you.

Comparative Scale

What factors were most important in your decision to purchase today? 1 is least important, 5 is most important

Pro: Zoom out beyond their specific satisfaction and get insight into which area of the experience will get the best bang for your buck when it comes to improvement.

Challenge: Length of this survey could become unwieldy and relies heavily on previous data. You have to know the problems you‘re asking the customer to prioritize before you send this survey.

Heart, emoji, and star scales

Use graphics to determine answers. It’s easy to understand and appeals to a younger demographic. It’s also quick and easy to implement because it doesn’t involve a lot of complex wording.

Graphic or emoji scales

Pro: Quick to implement and easy to understand.

Challenge: Answers don’t give enough detail (like a Likert response does), and images have to be chosen carefully. Some operating systems process emojis or graphics differently.

Open-ended responses

Let customers tell you what they think without using pre-determined answers. Open-ended responses are best used for finding out about the customer in their own words, and it adds more detail to the pain points.

Open-ended survey questions

Pro: Gain the most insight into the customer’s experience.

Challenges: Most respondents won’t take the time to fill out open-ended answers, and answers will likely need additional resources to process and analyze for trends.

After the survey, use all the metrics to determine a strategy.

Some companies stop at getting one type of metric. According to McKinsey , only 37% of companies believe they’re using customer satisfaction metrics effectively. Using just one metric is a poor practice because you’ll develop a lopsided strategy from just one metric. Successful companies know that in order to get a bigger picture of the customer experience, they have to use a combination of CSAT, NPS, and CES questions.

Take K-Mart, for instance . They had a very strong increase in their ACSI ( American Consumer Satisfaction Index) score, which measures CSAT ratings of over 200 companies. As their ACSI score grew, they lapsed into bankruptcy. Had they rounded out their reporting—using CSAT, NPS, and CES—they may have had a better chance at stopping their slide.

Craft effective email surveys with these tips.

Although conducting surveys in-person, through email, over the phone, or via text are all good options, the most popular remains email, with over 73% of businesses using this channel for surveys. Because of that metric, most of these tips are focused on email—but you can translate these nuggets into any medium.

  • Personalize the delivery. Instead of “Dear Customer,” use the customer’s name, like “Dear Emma.“ Dear Emma will have a better open rate than Dear Customer.
  • Make your branding stand out. When sending a survey digitally, make sure your brand is identified immediately. Respondents want to know who they’re answering questions for, and branding your email survey raises response rates by 10%.
  • Draw them in with the first line. Write an opening line (in email, this would be the subject line) that draws them in without fooling them. Sending a survey that says, “Enter a drawing for a $500 gift card” is enticing, but “Answering These Questions Could Save a Life” poses a question that most will feel the need to answer. Forty-seven percent of email recipients will open an email just because of the subject line.
  • Keep it short. Not just the questions, but the survey. Aim for 7-10 questions. After that, your respondents may become survey fatigued and reluctant to answer more questions. If the survey’s longer than three minutes, 52% of respondents won’t complete them.
  • Show their progress. Whether on the phone or in an email, showing someone how much more they have to answer is helpful. A respondent who knows they have to answer three last questions is more likely to finish than a respondent who sees 25 questions left.
  • Not a survey…a quiz! Disguise your survey as a quiz for a more effective open rate. People love to test their intelligence but hate wasting time on a survey.
  • Follow up. Make sure to follow up with non-respondents and special cases. Just because a person didn’t answer the first time doesn’t mean they won’t answer at all. Meanwhile, if someone writes in with an incredibly awful experience, allow them to schedule a follow-up call with a rep to close the loop and make sure they’re heard.
  • State the purpose. Make sure to state who you are and why the survey is being conducted. People are more willing to impart information if they know what it’s being used for
  • Incentivize. You’ll get more responses (up to 15% more !) if you offer an incentive in return for taking the survey.

Sample questions

Browse through a list of sample questions to gain inspiration and map back to the metric you’re aiming to measure.

Crafting a survey doesn’t have to be a daunting task. Following a few basic suggestions like the ones above will help to focus your surveys and maximize the effectiveness of your results. When created correctly, your customer surveys should be able to empathize with your customers so you can take that info and identify pain points or find areas of customer delight. This will also help you ramp up your customer experience strategy.

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Researching Customer Satisfaction and Loyalty: How to Find out What People Really Think

Journal of Consumer Marketing

ISSN : 0736-3761

Article publication date: 1 April 2006

  • Customer satisfaction
  • Customer loyalty
  • Market research methods

Goncalves, K.P. (2006), "Researching Customer Satisfaction and Loyalty: How to Find out What People Really Think", Journal of Consumer Marketing , Vol. 23 No. 3, pp. 173-173. https://doi.org/10.1108/07363760610663349

Emerald Group Publishing Limited

Copyright © 2006, Emerald Group Publishing Limited

Paul Szwarc's Researching Customer Satisfaction and Loyalty: How to Find out What People Really Think is a hybrid between the rigor and quantitative orientation of a textbook, and the “lightness” of a trade book. It is easy to read, well‐organized, easy to follow, and contains many helpful hints for practitioners new to commercial consumer research. The case studies throughout the book are likely to be especially interesting to new researchers. Senior researchers are not likely to find great value in this book.

Part I . Introduction and Theory (four chapters; 70 pages).

Part II . Getting Started (four chapters; 72 pages).

Part III . ‘Touching’ the Customer (one chapter; 20 pages).

Part IV . Outputs (two chapters; 45 pages).

Part V . What Lies Ahead? (one chapter; ten pages).

Part I provides useful background for anyone new to consumer satisfaction research. For example, Chapter 1 reminds readers that “customers” are really a wide array of stakeholders ranging from “external customers” to employees, stockholders, and prospective and lost customers. In chapter 2 the author reviews the important differences between strategic and operational research. He also takes the time to describe several well‐known customer service awards, as well as what some familiar terms mean (e.g. ISO 9002; Six Sigma).

“Instant feedback” must be the greatest concern of all moderators. Having just spent a couple of hours running a group, the moderator is asked to produce an instant summary of the “key findings” that emerged from the session. This does not allow any time for the moderator to reflect on all that has happened. Neither does it allow him or her to determine how different this group was from others her or she (or his/her colleagues) has conducted on the subject. Meanwhile, there is a risk that the client has drawn his or her own conclusions, and is keen to see if the moderator has similar “findings” (pp. 45‐6).

Chapter 4, on quantitative research, is where I had difficulty, because the author missed key points that may lead inexperienced researchers astray. For example, in the discussion of disadvantages of face‐to‐face interviewing, there is no mention of interviewer bias! Clearly, interviewer bias is a potential concern any time there is a live interviewer – telephone, in‐person, focus group moderation, etc. – so it should be included. In fact, bias is ignored or downplayed throughout the chapter, and experienced researchers know that bias can discredit any findings.

Aside from my disagreements with some of Chapter 4's content, it is easy to read, even for those who avoid the quantitative world of statistics, reliability levels, and sample size decisions. This alone, would make the chapter worth reading for new researchers, because it might help them overcome “numbers phobia”.

Part II addresses the research design process from when the research sponsor first develops its research objectives, until the formal research instrument is pre‐tested and ready for fieldwork. Chapters 5 and 6 provide both the “client” and “researcher” organizational perspectives – illuminating for those new to the field. These chapters also provide details such as who completes various tasks, how to handle budgets, and what to do when there are conflicts over methodology.

Chapter 7 moves on to sampling – who to reach, how to reach them, issues associated with certain types of samples, how many people to include, response rates, and other practical aspects of sampling that are hard to grasp until one has had to construct a sample. The author even includes a section on longitudinal research and how the samples, questionnaires, and research processes differ for one‐off projects versus those designed to be continuous or repeated at intervals.

Chapter 8 is a good overview of the questionnaire design process, from what to ask, to the role of order bias and how to handle sensitive questions. Szwarc's comments and advice are sound, and to a large degree, reflect what I have seen in my own practice. The sub‐headings he uses and some of the content are not exactly “purist” from an academic perspective, but they are very useful when designing commercial surveys.

What to do when you learn something confidential and time‐sensitive from a respondent, which should be shared with the client, but which is difficult (or impossible) to share given standard confidentiality rules.

Addressing misperceptions on the part of clients who have listened to or observed a small portion of the fieldwork, and then feel that anything which does not agree with their “knowledge” must be wrong.

Part IV (Chapters 10 and 11) are written in the same format as earlier sections but feel more like “checklists”, because they cover data cleaning, coding, entry, analysis and reporting. This is where many researchers seem to get lost, and these two chapters could easily be used to guide the data analysis and reporting process in an objective, logical fashion.

Part V, Chapter 12 shares the author's view of major global environmental shifts from demographics (the “aging” of the population in several countries) to technological change (internet, consumer electronics) to psychographics (consumer attitudes toward work, leisure and to the process of change itself). He also addresses how these shifts are affecting the market research process and industry. As he notes, everything is changing so rapidly, it is hard to keep up, and this chapter is a good example. No matter how recently the book was written, readers will find parts of this chapter sound dated – evidence that Szwarc is right!

Overall, this book is worthwhile for anyone new to market research. Junior staffers at research firms, as well as those who work for the companies that sponsor commercial research can benefit, and they may find that this becomes a reference work. It is easier to read than their marketing research textbook, and when in doubt about anything the author says, they can always refer to their textbook for a “purer”, more academic view of the world.

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  • Home > Publications > Customer Satisfaction Research Surveys: How to Measure CSAT

Customer Satisfaction Research Surveys: How to Measure CSAT

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It seems self evident that companies should try to satisfy their customers. Satisfied customers usually return and buy more, they tell other people about their experiences, and they may well pay a premium for the privilege of doing business with a supplier they trust. Statistics are bandied around that suggest that the cost of keeping a customer is only one tenth of winning a new one. Therefore, when we win a customer, we should hang on to them. Conducting a customer satisfaction research survey is a good way to start measuring where you stand in terms of customer loyalty.

Why Customer Satisfaction Is So Important

Why is it that we can think of more examples of companies failing to satisfy us rather than when we have been satisfied? There could be a number of reasons for this. When we buy a product or service, we expect it to be right. We don’t jump up and down with glee saying “isn’t it wonderful, it actually worked”. That is what we paid our money for. Add to this our world of ever exacting standards. We now have products available to us that would astound our great grandparents and yet we quickly become used to them. The bar is getting higher and higher. At the same time our lives are ever more complicated with higher stress levels. Delighting customers and achieving high customer satisfaction scores in this environment is ever more difficult. And even if your customers are completely satisfied with your product or service, significant chunks of them could leave you and start doing business with your competition.

A market trader has a continuous finger on the pulse of customer satisfaction. Direct contact with customers indicates what he is doing right or where he is going wrong. Such informal feedback is valuable in any company but hard to formalize and control in anything much larger than a corner shop. For this reason customer surveys are necessary to measure and track customer satisfaction.

Customer Satisfaction research survey in Retail

Developing a Customer Satisfaction Research Program

Developing a customer satisfaction program is not just about carrying out a customer service survey. Surveys provide the reading that shows where attention is required but in many respects, this is the easy part. Very often, major long lasting improvements need a fundamental transformation in the company, probably involving training of the staff, possibly involving cultural change. Customer satisfaction research is critical in identifying these areas for improvement. The result should be financially beneficial with less customer churn, higher market shares, premium prices, stronger brands and reputation, and happier staff. However, there is a price to pay for these improvements. Costs will be incurred in the customer satisfaction research survey. Time will be spent working out an action plan. Training may well be required to improve the customer service. The implications of customer satisfaction studies go far beyond the survey itself and will only be successful if fully supported by the echelons of senior management.

A Six-Stage Process For Customer Satisfaction Research Surveys

There are six parts to any customer satisfaction program:

  • Who should be interviewed?
  • What should be measured?
  • How should the interview be carried out?
  • How should satisfaction be measured?
  • What do the measurements mean?
  • How to use a customer satisfaction study to greatest effect?

Who Should Be Interviewed?

Some products and services are chosen and consumed by individuals with little influence from others. The choice of a brand of cigarettes is very personal and it is clear who should be interviewed to find out satisfaction with those cigarettes. But who should we interview to determine the satisfaction with breakfast cereal? Is it the person that buys the cereal (usually a parent) or the person that consumes it (often a child)? And what of a complicated buying decision in a business to business situation. Who should be interviewed in a customer satisfaction survey for a truck manufacturer – the driver, the transport manager, the general management of the company? In other b2b markets there may well be influences on the buying decision from engineering, production, purchasing, quality assurance, plus research and development. Because each department evaluates suppliers differently, the customer satisfaction survey will need to cover the multiple views.

Customer Experience: Why We All Have A Role To Play

The adage in market research that we turn to again and again is the need to ask the right question of the right person. Finding that person in customer loyalty research may require a compromise with a focus on one person – the key decision maker; perhaps the transport manager in the example of the trucks. If money and time permit, different people could be interviewed and this may involve different interviewing methods and different questions.

The traditional first in line customer is an obvious candidate for measuring customer satisfaction. But what about other people in the channel to market? If the products are sold through intermediaries, we are even further from our customers. A good customer satisfaction program will include at least the most important of these types of channel customers, perhaps the wholesalers as well as the final consumers.

One of the greatest headaches in the planning of a b2b customer satisfaction survey is the compilation of the sample frame – the list from which the sample of respondents is selected. Building an accurate, up-to-date list of customers, with telephone numbers and contact details is nearly always a challenge. The list held by the accounts department may not have the contact details of the people making the purchasing decision. Large businesses may have regionally autonomous units and there may be some fiefdom that says it doesn’t want its customers pestered by market researchers. The sales teams’ Christmas card lists may well be the best lists of all but they are kept close to the chest of each sales person and not held on a central server. Building a good sample frame nearly always takes longer than was planned but it is the foundation of a good customer satisfaction project.

Customer satisfaction surveys are often just that – surveys of customers without consideration of the views of lost or potential customers. Lapsed customers may have stories to tell about service issues while potential customers are a good source of benchmark data on the competition. If a customer survey is to embrace non-customers, the compilation of the sample frame is even more difficult. The quality of these sample frames influences the results more than any other factor since they are usually outside the researchers’ control. The questionnaire design ( further reading: The 7 Steps of Questionnaire Design ) and interpretation are within the control of the researchers and these are subjects where they will have considerable experience.

What Should Be Measured?

In customer satisfaction research we seek the views of respondents on a variety of issues that will show how the company is performing and how it can improve. This understanding is obtained at a high level (“how satisfied are you with ABC Ltd overall?”) and at a very specific level (“how satisfied are you with the clarity of invoices?”).

High level issues are included in most customer satisfaction surveys and they could be captured by questions such as:

  • What is your overall satisfaction with ABC Ltd?
  • How likely or unlikely are you to buy from ABC Ltd again?
  • How likely or unlikely would you be to recommend ABC Ltd to a friend or colleague?

It is at the more specific level of questioning that things become more difficult. Some issues are of obvious importance and every supplier is expected to perform to a minimum acceptable level on them. These are the hygiene factors. If a company fails on any of these issues they would quickly lose market share or go out of business. An airline must offer safety but the level of in-flight service is a variable. These variables such as in-flight service are often the issues that differentiate companies and create the satisfaction or dissatisfaction.

Customer Satisfaction Research Studies in Airline Industry

Working out what questions to ask at a detailed level means seeing the world from the customers’ points of view. What do they consider important? These factors or attributes will differ from company to company and there could be a long list. They could include the following:

The list is not exhaustive by any means. There is no mention above of environmental issues, sales literature, frequency of representatives’ calls or packaging. Even though the attributes are deemed specific, it is not entirely clear what is meant by “product quality” or “ease of doing business”. Cryptic labels that summarize specific issues have to be carefully chosen for otherwise it will be impossible to interpret the results.

Customer facing staff in the research-sponsoring business will be able to help at the early stage of working out which attributes to measure. They understand the issues, they know the terminology and they will welcome being consulted. Internal focus groups with the sales staff will prove highly instructive. This internally generated information may be biased, but it will raise most of the general customer issues and is readily available at little cost.

Six Steps To B2B Customer Experience Excellence

It is wise to cross check the internal views with a small number of depth interviews with customers. Half a dozen may be all that is required.

When all this work has been completed a list of attributes can be selected for rating.

How Should The Interview Be Carried Out?

There are some obvious indicators of customer satisfaction beyond survey data. Sales volumes are a great acid test but they can rise and fall for reasons other than customer satisfaction. Customer complaints say something but they may reflect the views of a vociferous few. Unsolicited letters of thanks; anecdotal feedback via the salesforce are other indicators. These are all worthwhile indicators of customer satisfaction but on their own they are not enough. They are too haphazard and provide cameos of understanding rather than the big picture. Depth interviews and focus groups could prove very useful insights into customer satisfaction and be yet another barometer of performance. However, they do not provide benchmark data. They do not allow the comparison of one issue with another or the tracking of changes over time. For this, a quantitative survey is required.

The tool kit for measuring customer satisfaction boils down to three options, each with their advantages and disadvantages. The tools are not mutually exclusive and a self-completion element could be used in a face to face interview. So too a postal questionnaire could be preceded by a telephone interview that is used to collect data and seek co-operation for the self-completion element.

When planning the fieldwork, there is likely to be a debate as to whether the interview should be carried out without disclosing the identify of the sponsor. If the questions in the survey are about a particular company or product, it is obvious that the identity has to be disclosed. When the survey is carried out by phone or face to face, co-operation is helped if an advance letter is sent out explaining the purpose of the research. Logistically this may not be possible in which case the explanation for the survey would be built into the introductory script of the interviewer.

If the survey covers a number of competing brands, disclosure of the research sponsor will bias the response. If the interview is carried out anonymously, without disclosing the sponsor, bias will result through a considerably reduced strike rate or guarded responses. The interviewer, explaining at the outset of the interview that the sponsor will be disclosed at the end of the interview, usually overcomes this.

How Should Satisfaction Be Measured?

Customers express their satisfaction in many ways. When they are satisfied, they mostly say nothing but return again and again to buy or use more. When asked how they feel about a company or its products in open-ended questioning they respond with anecdotes and may use terminology such as delighted, extremely satisfied, very dissatisfied etc. Collecting the motleys variety of adjectives together from open ended responses would be problematical in a large survey. To overcome this problem market researchers ask people to describe a company using verbal or numeric scales with words that measure attitudes.

The Momentum Matrix – A Customer Experience Framework

People are used to the concept of rating things with numerical scores and these can work well in surveys. Once the respondent has been given the anchors of the scale, they can readily give a number to express their level of satisfaction. Typically, scales of 5, 7 or 10 are used where the lowest figure indicates extreme dissatisfaction and the highest shows extreme satisfaction. The stem of the scale is usually quite short since a scale of up to 100 would prove too demanding for rating the dozens of specific issues that are often on the questionnaire.

Measuring satisfaction is only half the story. It is also necessary to determine customers’ expectations or the importance they attach to the different attributes, otherwise resources could be spent raising satisfaction levels of things that do not matter. The measurement of expectations or importance is more difficult than the measurement of satisfaction. Many people do not know or cannot admit, even to themselves, what is important. Can I believe someone who says they bought a Porsche for its “engineering excellence”? Consumers do not spend their time rationalizing why they do things, their views change and they may not be able to easily communicate or admit to the complex issues in the buying argument.

Customer Satisfaction Project in the Automotive Industry

The same interval scales of words or numbers are often used to measure importance – 5, 7 or 10 being very important and 1 being not at all important. However, most of the issues being researched are of some importance for otherwise they would not be considered in the study. As a result, the mean scores on importance may show little differentiation between the vital issues such as product quality, price and delivery and the nice to have factors such as knowledgeable representatives and long opening hours. Ranking can indicate the importance of a small list of up to six or seven factors but respondents struggle to place things in rank order once the first four or five are out of the way. It would not work for determining the importance of 30 attributes.

As a check against factors that are given a “stated importance” score, researchers can statistically calculate (or “derive”) the importance of the same issues. Derived importance is calculated by correlating the satisfaction levels of each attribute with the overall level of satisfaction. Where there is a high link or correlation with an attribute, it can be inferred that the attribute is driving customer satisfaction. Deriving the importance of attributes can show the greater influence of softer issues such as the friendliness of the staff or the power of the brand – things that people somehow cannot rationalize or admit to in a “stated” answer.

How Many Organizations Measure Customer Satisfaction In 2021?

In a 2021 survey of marketing, insight, CX and business strategy decision-makers at B2B brands , capturing customer satisfaction ratings is the most common method organizations are using to measure customer loyalty.

Overall, 68% of organizations surveyed captured customer satisfaction ratings, while other key metrics such as customer retention, NPS and customer lifetime value were captured less frequently (60%, 51% and 31% respectively).

What’s important to note here is that CX Leaders (companies who are strong on at least 5 of B2B International’s 6 CX excellence indicators) are far more likely to capture customer satisfaction ratings compared to their average (87% vs 70%) or low performing counterparts (87% vs 54%).

This highlights the importance of measuring customer satisfaction if a brand wants to deliver a leading customer experience.

Putting the Customer at the Heart of the Business

What Do The Measurements Mean?

The scores that are achieved in customer satisfaction studies are used to create a customer satisfaction index or CSI. There is no single definition of what comprises a customer satisfaction index. Some use only the rating given to overall performance. Some use an average of the two key measurements – overall performance and the intention to re-buy (an indication of loyalty). Yet others may bring together a wider basket of issues to form a CSI.

The average or mean score of satisfaction given to each attribute provides a league table of strengths and weaknesses. As a guide, the following interpretation can be made of scores from many different satisfaction surveys:

Someone once told me that the half way point in a marathon is 22 miles. Given the fact that a marathon is 26.2 miles it seemed that their maths was awry. Their point was that it requires as much energy to run the last 4.2 miles as it does the first 22. The same principle holds in the marathon race of customer satisfaction. The half way point is not a mean score of 5 out of 10 but 8 out of 10. Improving the mean score beyond 8 takes as much energy as it does to get to 8 and incremental points of improvement are hard to achieve.

Other researchers prefer to concentrate on the “top box” responses – those scores of 4 or 5 out of 5 – the excellent or very good ratings. It is argued that these are the scores that are required to create genuine satisfaction and loyalty. In their book ‘The Service Profit Chain’, Heskett, Sasser and Schlesinger argue that a rating of 9 or 10 out of 10 is required on most of the key issues that drive the buying decision. If suppliers fail to achieve such high ratings, customers show indifference and will shop elsewhere. Capricious consumers are at risk of being wooed by competitors, readily switching suppliers in the search for higher standards. The concept of the zone of loyalty, zone of indifference and zone of defection as suggested by the three Harvard professors (JL Heskett, The Service Profit Chain; The Free Press; New York 1997) is illustrated below in diagram 1:

Diagram 1 : Customer satisfaction and the effect on customer loyalty

Customer satisfaction research questionnaire analysis

This raises the interesting question – what is achievable and how far can we go in the pursuit of customer satisfaction. Abraham Lincoln’s quote about fooling people could be usefully modified for customer loyalty research to read “You can satisfy all the people some of the time, and some of the people all the time, but you cannot satisfy all the people all the time”. As marketers we know that we must segment our customer base. It is no good trying to satisfy everyone, as we do not aim our products at everyone. What matters is that we achieve high scores of satisfaction in those segments in which we play. Obtaining scores of 9 or 10 from around a half to two thirds of targeted customers on issues that are important to them should be the aim. Plotting the customer satisfaction scores against the importance score will show where the strengths and weaknesses lie, (see diagram 2) with the main objective to move all issues to the top right box.

Diagram 2 : XY graph to show where customer satisfaction needs to improve

Customer satisfaction research survey actions: An XY graph for customer satisfaction research

How To Use A Customer Satisfaction Research Survey To Greatest Effect

No company can truly satisfy its customers unless top management is fully behind the program. This does not just mean that they endorse the idea of customer satisfaction research studies but that they are genuinely customer orientated.

Yodel’s Customer Satisfaction Journey

A recent example of how to use customer satisfaction scores to greatest effect comes from our own experience in working with Yodel, one of the largest delivery companies in the UK.

Company leadership began a program to “own” what customers really thought by asking real customers for feedback.

To gather feedback from as many customers as possible, they added a simple link onto delivery notifications for the millions of online shoppers using their services every week. The results were immediate with tens of thousands of responses coming through every week. The volume of responses meant data could be generated and tracked through to the region, local service centre and ultimately to the delivery driver.

With this data in hand, thoughts turned to how they could use it to drive the voice of customers into their daily operational performance and company values. After the first million reviews, Yodel asked themselves a critical question – “what does it take to get 100% CSAT?”.

With the data available, they were able to boil it down to 4 key aspects that customers were looking for. These were that parcels were delivered on time in a good condition, with a good attitude whilst being kept informed throughout.

Yodel now had a simple and clear way of explaining their mission to get to 100% CSAT, and also knew what happened to CSAT when one or more of these aspects were below customer expectations.

The Customer Journey and How Businesses Buy

Why Customer Satisfaction Scores Are Only Part Of The Story

A customer satisfaction index is a snapshot at a point in time. People’s views change continuously and the performance of companies in delivering customer satisfaction is also changing. Measuring satisfaction must be a continuous process. Tracking surveys provide benchmarks of one’s own company’s performance and, if competitor suppliers are also being measured, there will be measurements of relative performance. This places considerable onus on the researcher to design a customer service survey that will accurately show real differences, one survey to another. The questionnaire needs to be consistent so there is no dispute about answers differing because of changes to questions. The sample of each survey must be large enough to provide a reliable base and the selection of the sample must mirror earlier surveys so like is being compared with like.

Benchmarking in customer satisfaction can go beyond comparisons with direct competitors. Some firms have taken this type of benchmarking a step further. Instead of just developing a benchmark on competitors, they identify the best firm in any industry at a particular activity. L.L. Bean may be benchmarked for telephone order processing or customer service. American Express may be benchmarked for billing and payment transactions.

There has been considerable research into the links between customer satisfaction and employee satisfaction – Kaplan & Norton (1996), McCarthy (1997), Heskett, Sasser & Schlesinger (1997). The argument is a very obvious one. Happy employees work harder and try harder and so create satisfied customers. A co-ordinated customer satisfaction program should consider linking with an employee attitude survey. The employee attitude survey could also be used to check out how well staff believe they are satisfying customers as there could be a dangerous gap between internal perceptions of performance and those of customers.

Developing An Action Plan That Rectifies The Weaknesses And Builds On The Strengths

The purpose of customer satisfaction research is to improve customer loyalty and yet so often surveys sit collecting dust. Worse than that, customers have generously given their time to assist in the customer satisfaction survey believing that some positive action will take place. Their expectations will have been raised. The process of collecting the data seems easier than taking action to improve satisfaction levels.

In any customer satisfaction survey there will be quick fixes – actions that can be taken today or tomorrow that will have immediate effect. These could be quite specific such as a newsletter, changes to the invoicing, or a hot-line for technical information. In the longer term, cultural changes may well be required to improve customer satisfaction, and that is more difficult.

A five-step process can be used to make these longer-term improvements.

Video: A 5-Step Process to Making Longer-Term CX Improvements

Customer Satisfaction Research Survey 5 Step Process

Step 1: Spot the gap

  • Look at the survey data to see where there are low absolute scores and low scores relative to the competition
  • Pay particular attention to those issues that are important to customers
  • Assume the scores are correct unless there is irrefutable evidence to the contrary – and remember, perceptions are reality

Step 2: Challenge and redefine the segmentation

  • How do satisfaction scores vary across different types of customer?
  • Are segments correctly defined in the light of the customer satisfaction survey findings?
  • How could a change in segmentation direct the offer more effectively and so achieve higher levels of satisfaction?

Step 3: Challenge and redefine customer value propositions, customer journeys and understanding of customer needs

  • Are satisfaction scores low because the customer value proposition (CVP) is not being communicated effectively to the market?
  • Are scores low because the CVP is not being effectively implemented?
  • Is the CVP right for the segment? How could a change in CVP achieve a higher customer satisfaction index (CSI)?
  • Is a broader focus on customer experience management required? This goes beyond just conducting feedback surveys – Instead “customer centricity” lies at the heart of the organization’s decision-making.
  • This wider discipline of CX management often focuses the business on customer requirements through techniques such as customer journey research , buyer persona research and customer needs research

Step 4: Create an action plan

  • Describe the problem
  • Think through the issues that need to be addressed and list them out
  • Identify the root cause of the problems
  • Identify any barriers that could stop the improvement taking place
  • Set measurable targets
  • Allocated resources (usually money and people)
  • Assign people and time scales to the tasks
  • Measure and review progress

Step 5: Measure and review

  • How has the customer satisfaction index (CSI) moved?
  • Is the movement significant/real?
  • Has the action recommended in the plan, taken place? Has it been enough? Has it had enough time to work?
  • Revisit the steps – spot the gap, challenge the segmentation and CVP, more action

Many of the issues that affect customer satisfaction span functional boundaries and so businesses must establish cross-functional teams to develop and implement action plans. One of the best ways of achieving this involvement by different groups of employees is to involve them in the whole process.

A 5-Step Framework for Driving Action and Seeing Results from your CX Programs

When the survey results are available, they should be shared with the same groups that were involved right at the beginning. Workshops are an excellent environment for analyzing the survey findings and driving through action planning. These are occasions when the survey data can be made user friendly and explained so that it is moved from something that has been collected and owned by the researcher to something that is believed in and found useful by the people that will have to implement the changes.

As with all good action planning, the workshops should deliver mutually agreed and achievable goals, assigned to people who can make things happen, with dates for achievements and rewards for success. Training may well be required to ensure that employees know how to handle customer service issues and understand which tools to use in various situations. Finally, there should be a constant review of the process as improving customer satisfaction is a race that never ends.

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customer satisfaction research design

23 Excellent Customer Satisfaction Survey Examples [+ Templates]

Ruchika Sharma

Published: May 30, 2023

Your product or service revolves around your customers and their experience.

manager looking at customer satisfaction survey examples

How do you gauge their satisfaction or dissatisfaction with your products? And, how do you decide to work on a new feature if you don’t know whether the customer needs it or not?

This is where customer satisfaction surveys come in, as their results let you know exactly how your customers are feeling — how satisfied they are.

→ Free Download: 5 Customer Survey Templates [Access Now]

This journey of providing your customers with a positive experience starts from the moment they land on your website and extends beyond the moment they become your customer. Without question, delighting them and encouraging them to become loyal customers is a never-ending commitment. As Derek Sivers from CD Baby puts it, “Customer service is the new marketing.” And that couldn't be truer.

In this post, we’ll cover:

The Importance of Customer Satisfaction Surveys

Customer satisfaction survey questions, best practices for creating customer satisfaction surveys, customer satisfaction survey template.

  • Customer Satisfaction Survey Examples

customer satisfaction research design

5 Free Customer Satisfaction Survey Templates

Easily measure customer satisfaction and begin to improve your customer experience.

  • Net Promoter Score
  • Customer Effort Score

You're all set!

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Customer satisfaction surveys help businesses better understand and utilize the voice of the customer to sustain growth. There are several key reasons above and beyond this overarching goal that make customer satisfaction surveys a top priority for customer centric businesses.

1. Identifying negative themes in the customer experience: By conducting customer satisfaction surveys, companies can pinpoint negative themes that customers are having and work to resolve them. This helps improve the overall customer experience and increases customer loyalty.

2. Gauging customer loyalty: These surveys give customers a chance to share feedback that yields their propensity to be a loyal customer. Companies can use this information to better retain customers.

3. I dentifying customer trends: Surveys allow companies to identify trends in customer satisfaction over time. For example, if several customers have the same complaint about a product, there may be a shift happening in the market that your business hasn't noticed yet. Acting on this feedback can keep your business ahead of the curve to not only keep existing customers, but acquire new ones who are interested in that same trend.

4. Providing a competitive advantage: Companies that regularly conduct customer satisfaction surveys and make adjustments based on feedback are likely to outperform their competitors. This is because they are better able to meet customer needs and expectations.

5. Validating business decisions: Customer opinions and feedback are two of the most essential factors that validate decisions within your business, allowing you to become more equipped to meet their specific and immediate needs instead of basing your strategy on assumptions.

6. Shaping the customer lifecycle: Their opinions also shape the customer lifecycle. If you don’t know their thoughts, you have a lower chance of retaining them, delighting them, or enticing them to make future purchases.

With all of this in mind, you get opinions and information about satisfaction levels through your customer satisfaction surveys. Without them, you’d never know how your customers were feeling, and you’d never be able to meet their needs.

  • What is your level of education?
  • What is your approximate annual household income?
  • Where do you work and what’s your job title?
  • What industry are you in?
  • What’s your most important priority when (insert something related to your industry)?
  • What’s your biggest roadblock when (insert something related to your product)?
  • On a scale of 1 to 10, how satisfied are you with your in-store experience today?
  • How likely are you to recommend (insert product or service) to others?
  • Rate your satisfaction with our team in resolving your issue.
  • Did you feel that our team answered your inquiry promptly?
  • Do you agree or disagree that your issue was effectively resolved?
  • How likely are you to purchase again from us?
  • How likely are you to return to our website?
  • In your own words, describe how you feel about (insert company name or product here).
  • How can we improve your experience with the company?
  • What's working for you and why?
  • What can our employees do better?
  • How can our employees better support your business’s/your goals?
  • How can we improve your experience with the website or the in-store location?
  • Why did you choose our product over a competitor’s?
  • What would be one word you’d use to describe us and why?
  • May we contact you to follow up on these responses?
  • In the future, would you be willing to take this survey again?
  • If we were to update (insert product feature here), could we reach back out to talk about these changes?
  • Can we connect you with a customer success manager via chat?
  • Would you be open to discussing upgrade options for your product?
  • Can we send you a list of useful resources for getting the most out of your product?
  • How long have you been using the product?
  • Which alternatives did you consider before purchasing the product?
  • How often do you use the product or service?
  • Does the product help you achieve your goals?
  • What is your favorite tool or portion of the product or service?

If you want to obtain valuable feedback from your customers, then you have to ask them the right questions. Sharing information isn't always an easy task, and it's not the customer's job to provide your business with constructive criticism. Instead, it's the surveyor's responsibility to create a thought-provoking prompt that engages the participant.

types of customer satisfaction surveys

Customer Feedback Questions

To get the most out of customer feedback you’ll need to make sure you’re asking the right questions. Open-ended questions are a great way to gain more thorough explanations about your customer’s experience with your brand, but they’re not the only types of questions you can ask.

If you're getting stuck on deciding what to ask your customers, here are some of the types of questions we recommend including on your customer satisfaction survey:

Product Usage

When it comes to customer success and satisfaction, your business must collect feedback about your product or service. If you don't, then it's more difficult to assess customer needs and provide effective solutions.

Finding out how satisfied your users are with your offer provides your marketing and product teams with valuable information that can be used to improve customer retention .

Some questions that you could ask in this section are:

  • What would you improve if you could?
  • Which product features do you consider the most valuable?
  • Which product feature do you use most often in your day-to-day ?
  • What points of friction have you encountered while using the product?
  • If there was one new feature you could suggest, what would it be and why?

Demographics

Demographics are essential to marketing and sales teams because they make it easier for companies to segment customers into buyer personas . By grouping customers based on key characteristics, this categorization helps employees visualize their target audience. Marketing and sales teams can then use that information to pursue leads that are most likely to convert.

When asking these types of questions, be sure to embrace a proactive and inclusive approach. These questions shouldn't be mandatory, so always provide an option for customers to omit an answer. Your goal is to extract honest information, but you don't want it to come at the expense of the customer's comfort.

Here are some demographics questions that you should consider including in your next survey:

  • How old are you?
  • Where are you located?
  • If applicable, what gender do you identify as?
  • What is your employment status?
  • What is your marital status and do you have children?

Psychographics

Psychographic questions dig deeper than demographic questions, uncovering information relating to your customers’ preferences, habits, behaviors, and tendencies. It’s not about who your customer is, but why they do what they do.

Psychographic questions may seem intrusive, but they’re highly valuable pieces of information that give you a glimpse into the reasons for your customer’s buying habits. They’re usually phrased concerning your industry and not specifically about your product.

These questions are instrumental in customer satisfaction surveys because you can indirectly find out how you can better serve your customers.

Here are a few questions you might ask:

  • Do you prefer to shop on your phone or your laptop?
  • E.g. if you’re a mortgage lender, you might ask, “What’s your most important priority when buying a home?”
  • E.g. if you’ve created a recipe-sharing app, you might ask, “What’s your biggest roadblock when trying to access the best recipes online?”
  • How much time do you spend on (insert social media platform you’d like to use for advertising)?
  • How much does sustainability matter to you in purchasing a product?
  • How do you feel about (insert product type)?
  • E.g, if you sell women’s razors, you might ask, “How do you feel about women’s razors?”
  • What do you dislike about (insert product type)?
  • How many hours a day do you spend doing (insert something that relates to your product)?
  • E.g. if you sell ergonomic car seats, you might ask, “How many hours do you spend driving?”

Satisfaction Scale

Sometimes there are aspects of your offer or business that you want feedback on, but they aren't things that your customers are actively addressing. In these cases, it helps to be direct and ask customers how they feel about these specific details.

Before you do, you'll have to determine a quantifiable way to measure their responses. Adopting a satisfaction scale section is a great way to create a consistent approach to quantifying this subjective survey feedback. A few ways that you can implement this scale are:

  • A scale measuring from 1 to 10 (or another number). 1 means the customer was extremely unsatisfied and 10 means the customer was very satisfied.
  • A descriptive scale that measures a customer's response from unsatisfied to satisfied. The customer is given a shortlist of responses to choose from that range from “very unsatisfied” to “very satisfied."
  • A picture scale that uses images to symbolize customer satisfaction. For example, you can use happy, sad, and indifferent emojis to quickly gather customer feedback.

Example questions include:

Open-text questions are survey questions that allow the participant to write out their response within a text box. This allows users to fully express their opinions using the customer's voice instead of the company's pre-written responses.

While they can sometimes be time-consuming to analyze, these questions encourage the participant to be honest and give them the freedom to address any topic. Open-text questions can be an instrumental asset when determining the core values of your customers.

Here are open-text questions you can ask in your next survey:

  • Do you have any additional comments or feedback for us?

In the last section of your survey, you'll want to include questions about the steps that'll happen after submission. These questions permit your team to follow up with the participant in the future.

This comes in handy when you roll out changes and want to get updated feedback from the same customers that were surveyed earlier. You can phrase these types of questions in a few different ways:

While measuring customer satisfaction can be tricky to manage, asking effective questions can reveal highly valuable customer insights — and the questions we’ve listed above will do the trick.

Next, we’ll go over best practices for creating customer satisfaction surveys.

  • Make sure you choose the right survey tool.
  • Always ask short and relevant survey questions.
  • Send the surveys at the right time.
  • Always A/B test your surveys.
  • Thank your customers for their feedback.

Designing a customer satisfaction survey is no easy task. Luckily, there are a few best practices that will help you increase response rates and get much-needed feedback from your customers.

1. Make sure you choose the right survey tool.

Choosing the right survey tool is important because it can significantly impact the quality of your results. A good survey tool should be easy to use, customizable, and be able to provide in-depth analytics. It should also have the ability to automate survey distribution and analysis.

Without the right customer survey feedback tool , you’ll have a whole lot of data and no way to distill it or glean valuable insights from it. Choose a tool that gives you the ability to ask different types of questions, examine basic metrics such as response rates, and track customer sentiment over time.

2. Always ask short and relevant survey questions.

No one enjoys spending a lot of time answering surveys, so be sure to keep your survey questions short and to the point. Asking short and relevant survey questions is the key to earning high completion rates. Long and complex survey questions can be overwhelming and may discourage customers from providing any feedback at all.

On the other hand, shorter questions allow customers to easily comprehend what is being asked and are more likely to provide accurate responses. When asking open-ended questions, keep the minimum character count short, make the question optional, or offer an incentive.

3. Send the surveys at the right time.

Give a lot of thought to the placement of your surveys throughout the customer journey. It wouldn’t make sense to send a survey to someone who’s only just subscribed to your blog — nor would it make sense to send one year after a customer stopped doing business with you.

Sending surveys at the right time is critical to getting accurate feedback. Customers are more likely to provide feedback when they are in a position to evaluate their experience with your company.

When do you send a customer service survey? Send it after a lengthy interaction with one of your teams, a few weeks after purchase or onboarding, and a few times throughout the year to measure the customer’s happiness.

4. Always A/B test your surveys.

A/B testing is an excellent way to find out whether your surveys are as effective as they can be. Simply create two versions of the survey with minimal changes. You can change the order of the questions, the number of questions, the wording, and even the color of the buttons. (Change only one thing at a time so you can accurately measure its impact on the survey.)

By comparing the results of each version, you can determine which version yields the highest response rate and provides the most accurate feedback. This can help you refine your survey strategy and improve the overall quality of your survey data.

5. Thank your customers for their feedback.

Thanking customers for their feedback is important to show that you value their opinion and are committed to improving the customer experience. It also helps to improve customer loyalty and increases the likelihood that they will provide feedback in the future.

Whether it’s through a gift card, a discount, or simply a nice email, always thank the customer for their time, regardless of the nature of the feedback.

By thanking customers for their feedback, you signal that you take their opinions seriously and are committed to addressing their concerns. This can help you maintain strong relationships with your customers and drive long-term business success.

Ready to craft your own customer satisfaction survey? Use the template in the next section to get started.

How To Use Customer Satisfaction Survey Results

1. define customer segments..

Customer satisfaction surveys can be used to segment customers based on their preferences. With these survey results, you can tailor your approach to specific customer groups and provide more personalized experiences.

2. Track customer satisfaction over time.

Identifying changes in customer sentiment can be difficult if you don't have multiple data points over a long period of time. Regular customer satisfaction surveys can be used to track this and address issues before they become systemic problems.

3. Benchmark against competitors.

Customer satisfaction survey results can be used to benchmark your company’s performance against competitors. This way, you'll identify areas where your company may be falling short and implement changes to improve your standing in the market.

The following customer satisfaction survey template can help you get answers from your customers in one easy step. It asks one simple question: “How satisfied were you with your experience today?” If you’d like, you can add more questions to get more details from your customers.

To make a copy of this template and get 4 bonus templates, click here .

CSAT (Customer Satisfaction) survey template

Now you’ve got a template and are ready to create your customer satisfaction survey. In need of some inspiration? Take a look at these examples we pulled from different companies.

Customer Satisfaction Survey Examples from Real Brands

We’ve covered why asking for customer feedback is important and the types of questions to include, but you still might be wondering how to put it all together. Let’s check out the customer feedback example questions below from real companies to gain insight into how to roll out a survey of your own.

customer satisfaction survey example: hubspot

HubSpot is another company that uses NPS surveys to assess customer satisfaction. This score primarily comes into play with its customer support and success teams, who can be reviewed after each new interaction.

HubSpot's engineers then use these responses to address areas in their software that could use improvement. By using this scoring system, HubSpot can attain both qualitative and quantitative data to direct its product development efforts.

What we like:

HubSpot uses its surveys to create product-level improvements, and the best part is that for customers, answering one question is an effortless way to give feedback. So it’s a win-win on both sides. When you carry out surveys, be sure to forward the feedback to the right department to address any issue that your customers brought up.

customer satisfaction survey example: airbnb

The Hilton Hotel company provides its customers overnight stays with promising customer service, upholding its century-old reputation.

To better understand what people’s stays were like, it offers a one-page survey where customers can willingly submit their feedback. It’s just a few questions long, most of which are logistical (such as where the visitor stayed and how long they stayed there for). Users then have the option of elaborating.

This seemingly simple survey from Hilton gives unhappy guests an easy, friction-free opportunity to submit feedback about their recent stay. It’s hosted on a public URL that guests can access without needing to get through any barriers. The questions are simple and easy to answer.

customer satisfaction survey example: uber

Uber has two target audiences — the drivers and the passengers — and it does a great job collecting opinions and reviews from both. The passengers give ratings after every ride, and the drivers rate the passengers as well.

This survey makes it fair and transparent for both the driver and the passenger, and these ratings affect both parties’ reputation as well. If a passenger has a lower rating, the driver has the authority to decline the booking. If you run a business with two target audiences, create a survey for both.

customer satisfaction survey example: netflix

Netflix provides its customers with curated entertainment recommendations that would not be possible unless they had a great understanding of customer satisfaction.

Overall, Netflix brings out its A-game when it comes to customer experience. With its recommendation system, it is as customer-friendly as one can get. Netflix studies the behavior of all of its customers and recommends movies and shows per their ratings, likes and dislikes, or just what they have been watching. It also collects feedback periodically to improve its offerings.

In this survey, Netflix tries to better understand users’ behaviors and preferences. This shows that even if you dominate the market like Netflix does , you shouldn’t stop there. Continue collecting feedback from your customers and users, and don’t be afraid to get granular to understand their needs.

customer satisfaction survey example: slack

Slack is a business messaging app that helps professionals connect from anywhere. It bases its product development entirely on customer feedback.

In fact, customer feedback is at the epicenter of its efforts. For instance, there's a command within the application where users can send feedback to the Slack team, or just tell them what features the users would like to have. The co-founders read all the user feedback and made sure they responded to every ticket raised.

In the email above, Slack invites the user to take a survey to improve its offering. The email is short and to the point.

Slack’s commitment to collecting customer feedback is commendable, and so are its invitations to take the survey. In the above example, Slack makes the survey seem more exclusive by mentioning that it was only sent to a few people. Don’t be afraid to curate a short list of customers to send the survey to, especially if it seems like those customers would be more likely to answer.

Drift customer satisfaction survey (NPS)

Drift provides businesses with a revenue acceleration platform that caters to a buyer-centric world. The above survey asks one simple question: “How likely are you to recommend Drift to a friend or colleague?” Sometimes, that’s really all you need.

Drift sends Net Promoter Score®, or NPS, surveys. NPS is a critical SaaS metric used to measure customer satisfaction. The only question it asks is whether the customer is likely to recommend the business to a friend or colleague — and this can be enough of an indicator of a customer’s happiness with your brand.

customer satisfaction survey example: paytm

Paytm has always taken customer opinions into account and has taken serious steps to improve the customer experience.

Taking customer experience and security to another level, Paytm has created a “ bug bounty ” to catch fraudulent merchants. If customers accidentally buy fake movie tickets through the platform, for example, Paytm allows them to get refunds on their bookings.

Paytm gives users the opportunity to tangibly improve the product by giving them the ability to report bugs directly on the app. Plus, it not only collects customer feedback, it acts on it, too, by fixing those bugs. Overall, Paytm provides plenty of avenues for turning an unhappy customer into a happy one.

customer satisfaction survey example: skype

Another example of a product that provides great customer service is Skype, a business recognized for its telecommunication technology. If you call people using Skype, you know that it asks for feedback after every call. But more than that, it believes in immediately solving customers’ problems.

In the survey above, Skype asks for feedback on the quality of the call. It’s just three questions long, and when it comes to surveys, the shorter, the better. It also gives users the ability to quickly answer the questions by offering multiple choices instead of letting them write out an answer (though they have that option, too).

Skype gets straight to the point in this simple three-question customer satisfaction survey. Even more, it keeps the focus on the product by only asking about “Audio Issues” and “Video Issues.” If you sell a product where users might run into issues, consider asking targeted product performance questions, then leave a blank text box for users to elaborate.

customer satisfaction survey example: amazon

Amazon, one of the most popular eCommerce websites in the globe, exceeds user expectations by collecting all kinds of information. When you contact its customer service department, it sends you a customer feedback survey that asks three questions about your interaction:

  • Please rate the service provided by the Amazon representative.
  • Please rate how well you could understand the Amazon representative.
  • Anything else to add?

But Amazon doesn’t stop there. It makes information easily accessible in a knowledge base , so users can find answers and troubleshoot on their own. This reduces the chances of incorrect purchases, which can make all the difference in a customer's buying decisions.

Amazon’s customer satisfaction survey is a great way to gauge how happy the customer is after getting help from the customer service team. It’s important because customers only reach out when they’re unhappy — so sending a survey like this one helps Amazon understand whether the customer is happy again. Like Amazon, be sure to send surveys after your customers interact with your service team.

10. Twitter

Twitter customer satisfaction survey and poll (psychographic)

Zomato is one of the largest food delivery and review websites in the world, and its success can be largely attributed to customer satisfaction.

Another product with two types of audiences — restaurants and hungry diners — Zomato puts both of their needs and expectations into consideration. Every restaurant gets rated on the food, and every buyer gets to rate the restaurants. In the above survey, it asks for feedback with one simple statement:

“Tell us what you love about the app, or what we could be doing better.”

Then it allows users to free-write their thoughts.

This open-ended survey format is perfect for websites and apps. You would ideally always include the option to give feedback in a pop-up button, banner, or tab that users can click. That way, you don’t need to contact users first; they can voluntarily submit feedback to you.

12. Greyhound

customer satisfaction survey example: greyhound

H&R Block Advisors sent another well-timed customer satisfaction survey — just after “Tax Season” in the U.S.

For accountants and financial advisors, the months before the tax filing deadline are the busiest, so a prompt survey after filing with H&R Block helps the company gauge how many returning customers it can expect.

H&R Block Advisors smartly sends the survey at a busy time for its business. If your business also has busy periods or periods where people are more interested in your products, send surveys during those time ranges to optimize the amount of responses you receive. You’ll get more submissions simply because you have more customers during those months.

Geico customer satisfaction survey

Measuring sentiment, in addition to satisfaction, is important when surveying your customers.

In this survey, GEICO asks about customer sentiment regarding a specific interaction during the purchase process — and the general feeling of the experience as well. In this way, GEICO can smooth out specific roadblocks throughout the customer journey, and get an in-the-moment snapshot of its wider customer sentiment.

GEICO’s example is simple, short, and to-the-point. It only has three questions and gives an additional avenue for contacting GEICO’s customer service team. Always give respondents a second option for submitting feedback or contacting your team to better gauge how satisfied they are with your brand.

16. Taco Bell

customer satisfaction survey example: taco bell

HubSpot for WordPress is a plugin that adds CRM functionalities, forms, and live chat to WordPress websites. In this survey, HubSpot aims to find out whether the plugin has been working as designed. It has just one simple request: “Rate your experience using HubSpot for WordPress.”

We recommend using this format for product-related surveys — specifically those that have to do with a single specific feature. For instance, if you recently rolled out a new update, this single-question survey can help you measure your customers’ opinions about the new addition to their software or product.

The five-star scale is simple to understand and makes it easy to answer, because all the user has to do is provide a star rating. The users can also answer straight in their email, instead of needing to access an external survey link. Sometimes, you don’t need to include complicated questions and options to create an effective customer satisfaction survey.

19. McDonald's

customer satisfaction survey example: mcdonald's

McDonalds is a fast food company that knows exactly how to cater to its customers, even deploying different strategies in countries across the world. One way it tracks success is through incentivized feedback.

One feature that stood out on this McDonald's survey was the labeled receipt on the right-hand side. The element is highlighted so participants know exactly what McDonald's is asking them about in the corresponding survey. Not only does this ensure McDonald's gets accurate information from the survey, but it also reduces any friction customers may have if they're unsure or confused about a question.

20. Home Depot

customer satisfaction survey example: home depot

When customers go to hardware stores, they’re looking for a business that will satisfy their home renovation needs, and Home Depot delivers just that. It collects feedback from customers to improve its offerings and provide better service moving forward.

To entice participants to take the survey, Home Depot offers a $5,000 Home Depot gift card. Offering a sweepstakes entry up-front is a great way to ensure that you get feedback from customers who are more likely to purchase from you again. If you weren’t interested in Home Depot, you wouldn’t take a $5,000 gift card. Right away, you get to gauge the customer’s continuing interest in your business.

21. INBOUND

customer-satisfaction-survey_22

INBOUND is a yearly experience that brings together professionals and business leaders who are interested in growing their company the inbound way. To improve the experience every year, INBOUND asks for feedback — but first, it thanks attendees for coming and provides a link to the year’s recorded content.

This more easily compels the recipient to continue engaging with INBOUND. Even if they don’t answer the survey at the moment, they may come back later if they watch a recording of an INBOUND talk.

INBOUND’s example is great because it not only thanks attendees for attending, it also provides value by providing a link to the content library. Additionally, it gives respondents alternative ways to reach the INBOUND team. In your surveys, thank your customers for their business and provide additional value so they continue engaging with your brand.

customer service surveys: etsy

Etsy’s customer satisfaction survey takes a slightly different approach. Rather than sending the survey from a customer service rep’s email, it is sent from Etsy’s research team instead. Even more, a picture of the research team member is included at the end, making it easy to forge a human connection with the person who might actually read the survey responses.

Once you click on the link, you’re taken to an extensive survey that asks a multitude of questions. While shorter surveys are typically better, Etsy establishes the right expectations by sending the survey from the research team. This gives you the impression that the survey will be long and extensive, because it’s being used for research purposes.

Etsy’s example is a winner because it opens with a personal greeting from one of Etsy’s team members. Even if the email was mass-sent, that greeting immediately makes it feel more personal, and the picture of the Etsy staff member only personalizes it further. Lastly, if you plan to send a long survey, feel free to call it “research” to establish the right expectations.

23. Autonomous NYC

autonomous nyc customer satisfaction survey example

Sometimes, you don’t need a fancily designed email to ask for feedback. Instead, you can send an email just like Autonomous NYC’s. And if you don’t feel comfortable including a picture of yourself like in the Etsy example, you can simply include your first name to give the survey request a more personal feel.

Once you click on the link, you’re taken to a 2-page Google Form survey that measures the user’s happiness with their experience on Autonomous NYC’s website. The survey is clear, succinct, and easy to fill out.

Autonomous NYC’s customer satisfaction survey hits all the right notes. It’s short, but not so short that Autonomous NYC’s team can’t glean any insights. It also makes most questions optional, so that users have the choice to walk away after answering two questions. Give the same option to your survey recipients by making at least a few of the questions optional.

Get More Customer Feedback to Grow Your Business

Knowing how your customers feel about you is instrumental in growing your business. Use customer feedback surveys to collect information that can create lasting and positive changes in your company. When you know how your customer feels, you can make decisions that lead to higher revenue and increased customer retention, empowering you to grow better.

Net Promoter, Net Promoter System, Net Promoter Score, NPS and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Fred Reichheld and Satmetrix Systems, Inc.

Editor's note: This post was originally published in November 2020 and has been updated for comprehensiveness.

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5 free templates for learning more about your customers and respondents.

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Customer satisfaction, understanding the components of customer satisfaction research.

We all know that it’s more cost-effective to retain a customer than acquire a new one. And unhappy customers have more outlets than ever to let people know just how unhappy they are. But on the positive side, happy customers also have more platforms than ever to spread positive word of mouth as your brand ambassadors. That’s why it’s so important to keep your finger on the pulse of your customers’ experiences – what delights them? What are their pain points? How can you serve them better?

C+R CSAT research equips clients with an understanding of where they’re excelling and where they need to step up their game.

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You won’t find “one size fits all” here

We don’t force our clients’ objectives into a one-size-fits-all methodology or design, and we’ll never tell you how to define loyalty to your brand; we’ll work with you to determine criteria that make sense for your brand and your category. Whether it’s NPS, overall satisfaction, or a combination of factors, we’ll dig deep to get you the information you need – information that turns vulnerable customers into satisfied customers, and satisfied customers into loyal ones.

customer satisfaction research design

Drivers, Requirements, Differentiators, and delighters

Our csat studies come with a penalty analysis to help you understand where you need to grow..

We’ll show you your drivers, requirements, differentiators, and delighters:

  • Drivers: areas that are critical and risky – if delivered well, they have a high reward. If not delivered well, there’s a steep penalty on satisfaction.
  • Requirements: areas without a lot of upsides, but a steep downside if not provided well.
  • Differentiators: areas that don’t lead to a big reward or a big penalty, and probably only matter to small groups. Tactically, these are often fine to ignore.
  • Delighters: areas that can reap big rewards in satisfaction, without a lot of downsides if not improved.

Red Flag Reports (Essential for any CSAT Study)

When a customer is unhappy, you need to know about it. Our Red Flag Reports can be sent on any time interval (daily, weekly, bi-weekly) and tailored to meet your specific needs.

For example, maybe you need a report that combines information from the customer database with CSAT survey responses , or perhaps you’d like us to include some additional open-ended feedback from “red flag” customers to help guide your team’s follow-up. No problem.

Red Flag reports are an excellent tool for strengthening relationships with your consumer base – customers are grateful to learn that your company cares enough to contact them directly to discuss and resolve their issues.

Browse Customer Satisfaciton related resources

Keeping a pulse on customer satisfaction during a…, understanding customer satisfaction among commercial…, net promoter score (nps): managing the obsession, the rise of curated sampling, five ways you know you have a brand loyalist, four things to remember when looking for your customers….

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surveys | January 22, 2020

Customer Satisfaction Survey: How to Design & Analyze Them

customer satisfaction research design

Happy customers are a prerequisite of success and customer satisfaction surveys let you know if you’re doing a good job.

Happy customers motivate your team, accelerate growth, and fuel your business processes.

For customers to be satisfied, it’s necessary to understand what they think of you.

How do you know what they think? You ask them and measure customer satisfaction with surveys .

Customer satisfaction surveys are a common business strategy to help you understand how customers feel about your brand. It allows managers, marketers, and founders to enhance their strategies and improve results.

The problem:

Some entrepreneurs choose the wrong design and question types. As a result, the surveys get poor results and are analyzed improperly.

In this article, you’ll learn the different types of customer satisfaction surveys, get insights into the question types, and how to analyze your results and find issues (or strengths) to improve your business.

What is a Customer Satisfaction Survey?

Some sources refer to it as a “process of discovering whether or not a company’s customers are happy or satisfied with the products or services received from the company.”

Clear enough, right?

“A process” is a vague wording that doesn’t get to the heart of the matter. Another term would come in handy here:

A questionnaire .

So, a customer satisfaction survey is an instrument that helps a company measure the customers’ level of satisfaction with a product/service.

It’s a type of customer experience survey, for examining customer needs and understanding problems (or benefits) associated with your product. A hallmark of these surveys is the use of rating scales to measure sentiment.

Table of Contents

Why Use Surveys for Business

Consumers expect an exceptional experience with your company. 86% of them would even pay more for a better experience with your brand. The problem is, they share a negative experience two or three times more often than a positive one and one negative review can cost you up to 30 customers.

And that’s where customer satisfaction surveys can help.

A multitude of factors can play a role in impacting a customer’s experience, for example, a negative experience with an unskilled customer service rep can leave a lasting impression. Surveys will help narrow down on these factors. 

They allow you to identify unhappy customer groups and identify micro- experiences that contribute to it. With those insights, you’ll be able to make changes that have a positive impact on your business.

The benefits of asking for feedback via customer satisfaction surveys include:

  • They give you insights on how to improve your product or service.
  • They influence customer retention .
  • You can identify happy customers which can be turned into brand advocates.
  • They help you get data for significant business decisions and overall customer experience improvement.

While we’re on the subject of customer satisfaction surveys, it’s important to also give satisfaction surveys to employees. The better their job satisfaction , the better an organization will perform over time. Take it just as seriously as customer satisfaction.

Types of Customer Satisfaction Surveys

There are many types of surveys . The ones focused on customer satisfaction also have their own classification. They can also be delivered to respondents in many ways such as emails, website popups , etc.

A powerful use of customer satisfaction surveys is in finding customer satisfaction scores, identifying cohorts based on these scores, and measuring changes over time. This will determine if you need to invest heavily in improving their overall experience. 

Generally, satisfaction surveys range from 5 to 10 questions and it’s important to consider the following metrics.

CSAT (Customer Satisfaction Score)

CSAT is the most popular and straightforward customer satisfaction survey methodology. The questions here may be binary-scale (yes or no, happy to sad, etc.) or ordinal from 1 to 10.

With quick-to-answer and straightforward questions involved, you can get a higher response rate. If you’re tracking the number over time and suddenly get a lower score, it may be indicative of an issue that needs immediate attention.

A simplified version of the CSAT is an NPS (Net Promoter Score) survey which seeks to measure customer loyalty. Here, you ask a scaled question for customers to rate how likely they are to recommend your brand.

customer satisfaction research design

Also, you can use the CSAT as transactional surveys : Send them at crucial moments of a customer journey to understand the interaction. For example, you can send it after a customer has completed onboarding, purchased your product, or talked to your customer support team to evaluate the experience.

customer satisfaction survey example

CES (Customer Effort Score)

CES is a metric to measure the effort a customer used to find information, get or use your product/service, receive the answer to their question, etc.

Usually scored on a numeric scale, CES helps improve issues that may frustrate customers the most.

customer satisfaction research design

Here you ask customers to respond to a statement with a 1-5 rating, where one is for “strongly disagree,” and five is for “strongly agree.” Customer Effort Score surveys can be used in a variety of situations such as usability testing and product research.

While quantitative “ Customer Effort Score Survey ” metrics reveal clear verdict on whether current experiences align with expectations, qualitative insights illuminate complex emotional dynamics that numbers alone fail to expose.

Though “Customer Effort Score Surveys” efficiently gauge precise satisfaction levels, open-ended discourse with participants before and after identifies friction points that statistical models overlook by themselves.

Just as composite research blending quantitative and qualitative techniques grants multidimensional perspective, “Customer Effort Score Surveys” followed by discussions unlock deeper empathy guiding strategic prioritization beyond data-driven deductions.

Customer satisfaction survey question types

All question types have both pros and cons. Your task here is to design a question so it’s easy to answer and provides you with precise feedback.

Here are four types of questions to ask in surveys.

1) Multi-choice questions.

These questions provide a set number of answer options (more than two) for a respondent to choose from. Focus on questions you believe have significant merit for further analysis. Keep your business goals in mind and consider what you’ll do with the data.

Multi-choice questions work well when you need to collect the information that would help you segment an audience: their geolocation, demographics, interests, etc. With that information, you can create cohorts and compare CES or CSAT across customer groups and make changes accordingly.

customer satisfaction research design

Multiple-choice questions include rating scale questions (also known as ordinal questions), binary scale questions, nominal questions, and semantic differential questions.

All these questions are also known as close ended , as they ask users to choose from a distinct set of particular responses.

They’re useful because it doesn’t require much effort to answer. You’re more likely to get a response here than, for example, from open-ended questions where users need to consider the question and their answers thoughtfully.

2) Binary scale questions.

It’s a type of multiple-choice question where you give respondents two options to choose from: yes or no, happy or sad, good or bad, etc. They are also known as dichotomous , providing a simple binary distinction.

The benefit of dichotomous questions is their simplicity. Users are more likely to answer them because it won’t take much time or effort to choose between the options.

  • Did our product meet your expectations?
  • Do you find this article useful?
  • Was your experience at the website satisfying?

3) Open-ended questions.

These questions allow customers to provide you with an in-depth and original response rather than a short “yes” or “no.” You get to see things from the perspective of a respondent.

The challenge here:

Open-ended questions are more time- and resource-intensive to analyze. Customers write in their own words, can express their thoughts haphazardly, and you may get lost in their critical essays .

Examples of open-ended questions:

  • What were the main reasons you chose us?
  • What is the most significant feature of our product for you?
  • What could we do to improve your experience with our service?

The best methods to analyze open-ended questions are spreadsheets, graphs , and word clouds.

4) Likert scale questions.

These are a powerful way to understand a customer’s experience and satisfaction with your brand. Likert scale questions are ordinal ones, but they’re worth an individual mention. 

They help evaluate how users feel about something and are a 5- or 7-point scale ranging from Strongly Agree to Strongly Disagree to find out what people think of certain things.

likelihood question

Your scale can measure variations such as quality, likelihood, frequency, importance, etc. Just determine what you need customers to measure and design a Likert scale accordingly.

How to Design a Customer Satisfaction Survey

According to studies , 42% of companies don’t survey their customers. But those who do can go wrong in many places when designing and delivering customer satisfaction surveys.

The wrong format, questions, and delivery place/time can put a crimp in getting an accurate picture of your customer experience.

How do you avoid that?

Choose the right questions and consider their quality.

Each question should relate to the audience and their particular experience so they can give you relevant information. Strike a balance between going too broad and too specific; otherwise, you won’t get enough meaningful data to analyze.

When you keep the questions clear and the answer choices specific, respondents won’t get distracted from your survey and will be more likely to complete it.

Also, avoid asking questions that are too personal such as gender, age, or income unless you can justify it. Or, at least, make them optional to answer. As a rule, customers are hesitant to give out personal data.

Also, each question should meet your brand’s vibe. Creating a unique brand voice is like painting the personality of your company, guiding the vibe for all your messages. Customers love when your business speaks to them in a consistent and clear way. Why does it matter? Because it makes them feel valued and respected, resulting in happier clients and lots of positive feedback.

Limit survey questions and answer options

52% of respondents won’t spend more than three minutes on a survey so organize questions accordingly. It’s better to get limited results from a short survey rather than no results from a long one.

Offer up to five questions and answer choices but try not to go beyond ten. If it’s not a rating scale then don’t use more than 5 – 7 answer options. Finally, avoid asking survey respondents to calculate something. For example, a question like, “estimate your chances to come back to our website as a percentage” is likely to be skipped.

Avoid vague language and professional jargon.

Write questions and answer choices in the most precise language possible. For example, ratings such as “Great!” or “Excellent!” are indefinable. What does “excellent” mean, and for whom? Consider something more definite and based on your customer experience: “very delighted!” or “Not delighted at all” are good alternatives to try.

Also, speak the language your customers use. They may not understand your professional abbreviations or jargon in questions unless they are from the same industry.

Finally, consider the readability of your customer satisfaction survey questions. Check spelling and grammar, or you risk losing brand credibility.

Use online editing tools or at least read your text out loud before sending it to customers.

Deliver surveys in the right place and time.

Surveys are most effective right after a customer’s experience. Do your best to send them after a customer performed a significant action and consider limiting the amount of time respondents have to answer the questions.

Also, never hassle customers for not completing your survey. You may remind them once or twice, but don’t make it a habit.

Tips for Analyzing Customer Satisfaction Survey Results

Once you’ve gathered the answers, it’s time to analyze the results of your customer satisfaction survey. Most managers have no idea how to do that right.

They haven’t prioritized three or four key metrics that drive their business. Attempting to monitor and improve everything at once wastes time and takes energy away from what does matter.

Get clear about your metrics —preferably 3 to 4 —and create a data analysis plan on how you’ll organize and “read” the survey data. You’ll need to cross-tabulate, filter, and crunch the numbers to draw conclusions.

The method you use to analyze your data isn’t as important as using the same method over time. That way, you can be sure of comparing relevant data.

Think of a visual presentation for survey results: Make a flyer , a graph, a chart, or an infographic. It helps to compare the latest results with those of past data and think of the further steps to take for positive changes.

Customer satisfaction surveys allow you to understand your target audience and their needs better which will help you improve your business in many ways. Yes, these surveys can come in many forms and measure different criteria.

Your task is to prioritize your business metrics and use the corresponding research questions in surveys to find insights for improvements.

Start now, listen to your customers, draw conclusions — and business benefits won’t take long to come.

Lesley Vos is a professional copywriter and guest contributor, currently blogging at Bid4Papers.com . Specializing in data research, web text writing, and content promotion, she is in love with words, non-fiction literature, and jazz. Visit her Twitter @LesleyVos to say hi and see more works.

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customer satisfaction research design

Customer Service Model: The Power to Enhance Customer Experience

Discover the power of a robust customer service model to enhance customer experiences and drive business success. Learn more here.

In today’s hyper-connected world, businesses are increasingly realizing the significance of providing exceptional customer service. A well-defined customer service model serves as a roadmap for organizations to deliver outstanding support, foster customer loyalty, and gain a competitive edge. In this article, we delve into the concept of a service model, explore its importance, and outline key indicators of a successful model that drives customer satisfaction.

What is a customer service model?

A customer service model is a structured framework that guides how businesses interact with customers throughout their journey. It includes communication channels, service processes, staff training, and feedback mechanisms. Implementing a strong customer service model ensures consistency and personalization in customer interactions, aiming to exceed their expectations. It also enables businesses to streamline processes, handle inquiries efficiently, and collect valuable feedback to improve their services.

A robust service model offers several benefits. It establishes consistency in customer interactions across channels, building trust and reliability. Personalization allows businesses to cater to individual customer needs, fostering loyalty and repeat business. Efficiency in handling inquiries reduces wait times and enhances overall satisfaction. Additionally, by actively listening to customer feedback, organizations can identify areas for improvement and make informed decisions, ultimately delivering exceptional service experiences and differentiating themselves from competitors.

It is essential for businesses as it provides a structured framework for consistent, personalized, and efficient customer interactions, leading to stronger customer relationships and long-term success. By prioritizing customer satisfaction and continuously improving their customer services , organizations can thrive in a competitive marketplace.

Why is a customer service model important?

Implementing a service model brings forth numerous benefits for businesses, including:

  • Enhanced Customer Satisfaction: A well-designed customer service model enables businesses to address customer needs promptly and effectively. By providing seamless support experiences, businesses can elevate customer satisfaction levels, resulting in increased loyalty and positive word-of-mouth.
  • Improved Brand Reputation: Exceptional customer service is a key driver of brand reputation. When customers receive consistent and personalized support, they develop a favorable perception of the brand. This positive reputation not only encourages customer retention but also attracts new customers.
  • Competitive Advantage: In a crowded marketplace, businesses need to differentiate themselves from their competitors. A superior service model can be a unique selling proposition, setting a company apart by offering unparalleled support. This advantage can sway customers to choose one brand over another.

LEARN ABOUT: Employee Experience Framework

Elements of a Good Customer Service Model

Evaluating the effectiveness of a model is crucial for continuous improvement. Here are some indicators that signify a strong customer service model:

  • Seamless Multichannel Communication: A successful model leverages multiple communication channels, such as phone, email, live chat, and social media, allowing customers to reach out through their preferred method. Integration and consistency across these channels ensure a smooth and seamless customer experience.
  • Swift Responsiveness: Timeliness is key in customer service. A good model ensures that customers receive prompt responses to their queries or concerns. Implementing efficient ticketing systems, establishing clear response time expectations, and empowering support agents to resolve issues quickly is crucial for delivering swift support.
  • Personalization and Customization: A customer-centric model emphasizes personalization. By utilizing customer data and employing customer relationship management (CRM) tools, businesses can tailor their support to individual preferences and anticipate customer needs. Personalized interactions make customers feel valued and enhance their overall experience.
  • Proactive Issue Resolution: A proactive approach to issue resolution sets a strong customer service model apart. By monitoring customer feedback and identifying recurring problems, organizations can proactively address issues before they escalate. Anticipating customer pain points and taking preemptive measures showcase a commitment to customer satisfaction.

Learn About: Customer Care vs Customer Service

A well-structured customer service model is a fundamental pillar of successful businesses. By investing in a model, organizations can elevate customer satisfaction levels, cultivate a positive brand reputation, and gain a competitive edge. Prioritizing seamless communication, swift responsiveness, personalization, and proactive issue resolution are essential elements of a strong customer service model.

Continuously refining and enhancing the model based on customer feedback and industry trends ensures that businesses stay ahead in providing exceptional customer experiences. Embrace the power of a service model and unlock the potential for long-term success.

Ready to optimize your customer service model? Harness the power of customer feedback and data-driven insights with QuestionPro, a leading customer experience management platform. With its comprehensive suite of tools and analytics capabilities, QuestionPro empowers businesses to gather, analyze, and act upon customer feedback, enabling the design of effective service models. Visit QuestionPro today and revolutionize your customer service approach!

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COMMENTS

  1. Customer Satisfaction Research: What it is + How to do it?

    Customer satisfaction research is a systematic process of collecting, analyzing, and interpreting data that allows companies to measure the satisfaction level of customers when purchasing a product or service from their brand. ... Mobile-Friendly Design: Make sure your survey is mobile-friendly and displays properly on different screen sizes ...

  2. How To Design Customer Satisfaction Surveys That Get Results [+ Templates]

    4 = Satisfied. 5 = Very satisfied. To get your CSAT score, expressed as a percentage, you'll need this equation: (Number of positive responses (4 or 5)/Number of people surveyed) x 100. Opinions differ on this, but I think a good CSAT score is 75% to 85%.

  3. MEASURING CUSTOMER SATISFACTION: A LITERATURE REVIEW

    Abstract. Customer satisfaction (CS) has attracted serious research attention in the recent past. This paper reviews the research on how to measure the level of CS, and classify research articles ...

  4. What is Customer Research? Definition, Types, Examples and Best

    Customer satisfaction research helps organizations identify areas for improvement, gauge customer loyalty, and track changes in customer satisfaction over time. ... Design the research instruments, such as survey questionnaires, interview guides, or discussion protocols, based on your research objectives. Ensure that the instruments are clear ...

  5. Customer Satisfaction

    Customer satisfaction is an evaluative judgment of varying type/quality and intensity that a product/service itself, or a feature of it, does fulfill expectations. Accordingly, customer satisfaction is a consumption-related fulfillmentresponse ranging between levels of perfect fulfillment and overfulfillment. Typical manifestations of customer ...

  6. Measuring Customer Satisfaction and Customer Loyalty

    Customer satisfaction and customer loyalty are key constructs in marketing management (Anderson et al. 1994; Howard and Sheth 1969).Due to their importance, research provides rich insights regarding their nature as well as regarding the determinants and consequences of both phenomena (Palmatier et al. 2006).Moreover, empirical evidence indicates that marketing managers conceive customer ...

  7. What is Customer Satisfaction Research? Definition, Importance and Process

    Customer Satisfaction Research is defined as a systematic process of collecting, analyzing, and interpreting feedback and data from customers to assess their level of satisfaction with a product, service, or overall experience provided by a company. This research aims to measure and understand customers' perceptions, expectations, and ...

  8. Creating a Customer Satisfaction Survey: Best Practices and More

    3. Keep Your Survey Short - Experiment With the Length. Another best practice while creating a customer satisfaction survey is to optimize its length, i.e., limit the number of questions. There are plenty of studies that show the relationship between survey length and response rate.

  9. Customer Satisfaction: Articles, Research, & Case Studies on Customer

    New research on customer satisfaction from Harvard Business School faculty on issues such as the distinction between understanding and listening to customers, how to determine how much of a CEO's time should be spent interacting with customers, and how satisfied employees and customers can drive lifelong profit. ... Operational design choices ...

  10. How to Design a Customer Satisfaction Survey That Gets Results

    Focus your questions on a specific topic. Make sure your questions follow a logic throughout the survey. If you want to know how the customer feels about the product, focus on the product with CSAT (customer satisfaction) questions. If you want to know about your company's standing in the customer's eyes, then use NPS (Net Promoter Score ...

  11. Everything You Need to Know About Customer Experience Research

    Finally, the research process ends with the tracking and implementation of findings that your company can use as a foundation for continuous improvements to CX design. Customer Satisfaction vs. Customer Experience. To truly understand CX research, we must first take a moment to differentiate customer experience from customer satisfaction.

  12. How to Design a Consumer Satisfaction Questionnaire

    How can you design a research questionnaire that measures consumer satisfaction for marketing research? Powered by AI and the LinkedIn community. 1. Step 1: Define your research objectives. 2 ...

  13. Customer satisfaction research

    Customer satisfaction research is that area of marketing research, customer intelligence, and customer analytics which focuses on customers' perceptions with their shopping or purchase experience. Companies are interested in understanding what their customers think about their shopping or purchase experience, because finding new customers is ...

  14. Researching Customer Satisfaction and Loyalty: How to Find out What

    Paul Szwarc's Researching Customer Satisfaction and Loyalty: ... Part II addresses the research design process from when the research sponsor first develops its research objectives, until the formal research instrument is pre‐tested and ready for fieldwork. Chapters 5 and 6 provide both the "client" and "researcher" organizational ...

  15. Maximise CSAT with Customer Satisfaction Research

    This wider discipline of CX management often focuses the business on customer requirements through techniques such as customer journey research, buyer persona research and customer needs research. Step 4: Create an action plan. Describe the problem. Think through the issues that need to be addressed and list them out.

  16. 23 Excellent Customer Satisfaction Survey Examples [+ Templates]

    2. Gauging customer loyalty: These surveys give customers a chance to share feedback that yields their propensity to be a loyal customer. Companies can use this information to better retain customers. 3. Identifying customer trends: Surveys allow companies to identify trends in customer satisfaction over time.

  17. The American Customer Satisfaction Index (ACSI): A sample dataset and

    This article provides a sample of survey data collected by the American Customer Satisfaction Index (ACSI). Using online sampling and stratified interviewing techniques of actual customers of predominantly large market-share ("large cap") companies, the ACSI annually collects data from some 400,000 consumers residing across the United States for more than 400 companies within about 50 ...

  18. (PDF) An empirical research on customer satisfaction study: a

    (Lee et al., 2016) argue that training is an extension of a desired goal, such as customer satisfaction, and that it can help employees improve their skills and abilities while providing excellent ...

  19. Customer Satisfaction Research

    Components of Customer Satisfaction Research. ... We don't force our clients' objectives into a one-size-fits-all methodology or design, and we'll never tell you how to define loyalty to your brand; we'll work with you to determine criteria that make sense for your brand and your category. Whether it's NPS, overall satisfaction, or a ...

  20. Customer Satisfaction Survey: How to Design & Analyze Them

    Customer satisfaction surveys are a common business strategy to help you understand how customers feel about your brand. It allows managers, marketers, and founders to enhance their strategies and improve results. The problem: Some entrepreneurs choose the wrong design and question types. As a result, the surveys get poor results and are ...

  21. Full article: Customer satisfaction, loyalty, knowledge and

    1. Introduction. Customer satisfaction, loyalty, product knowledge and competitive ability are variables which have been researched extensively across the globe. The relationships which tend to be researched the most are customer satisfaction and loyalty (e.g., Fornell, Johnson, Anderson, Cha, & Bryant, 1996; Türkyilmaz & Özkan, 2007 ).

  22. Bridging the Gap Between Product Design and Customer Engagement: Role

    The product attributes-customer behavior link can be influenced by individual differences based on the regulatory focus (Liu et al., 2020).Therefore, drawing on the framework of regulatory focus theory (Higgins, 1998), we argue that promotion focused customers may have a different orientation toward product design as compared to prevention focused customers.

  23. Top Platforms for Custom Customer Satisfaction Surveys

    Market research platforms with customizable survey templates for customer satisfaction surveys can be invaluable tools. They allow you to tailor questions to your specific needs, ensuring that you ...

  24. Customer Service Model: The Power to Enhance CX

    A robust service model offers several benefits. It establishes consistency in customer interactions across channels, building trust and reliability. Personalization allows businesses to cater to individual customer needs, fostering loyalty and repeat business. Efficiency in handling inquiries reduces wait times and enhances overall satisfaction.