Transactional surveys are a great way to capture customer feedback immediately following a transaction or event. Companies can use them to gain a better understanding of a customer’s experience and perceptions of service quality while the service interaction is still fresh on his or her mind.
Dr. Fred Van Bennekom from Great Brook Consulting has created a list of eight practical items to consider when developing your transactional survey strategy.
Keep It Short. If you want to get a good response rate, then keep it short and to the point. For most transactional processes, 7 to 12 questions should be sufficient.
Use Random Sampling. If you have ongoing customer transactions, you probably don’t want to send a survey invitation each time a customer has a closed transaction. This will promote “survey burnout” and lead people to complete the survey only when they have an axe to grind.
Implement a Service Recovery (Complaint Handling) System Concurrent with the Event Survey Program. Complaint handling and event surveying are tightly linked in a customer retention program. If a customer voices a complaint in a survey and you don’t respond, it will just flame the fires of dissatisfaction.
Consider Different Survey Administrative Methods. Transactional surveying can be done by telephone, web form, paper form, or using IVR. Regardless of the method, you want to get the data as quickly as possible to act on any business process issues. Web form surveys are the fastest and most inexpensive once the system is set up, but your target audience must have web access and be web savvy.
How Often & How Soon to Survey. Most retailers or dining establishments are surveying essentially at the close of a transaction. In situations where you have a database of customer contact information, you could do the surveying in batch mode every day or every week. However, if the period between transaction and survey is too long, you increase the probability of a process problem affecting more customers until you learn about the problem.
Outsource Surveys Versus In-House Execution. There are many services that will conduct the survey program for you. They may give you real-time access to the results through a web portal, but you will pay for these features. With advanced technology tools, you can accelerate the design, set-up, execution and analysis of your transactional surveys by performing them yourself.
Pilot Test Your Surveys. A survey is a product that you as the designer should test before launching, just as a company should test any product before selling it to customers. The pilot or field test is critical to discovering flaws in the detail of the survey design before going live.
Don’t Abuse The Survey and Your Respondents. Please know the difference between an event survey and a relationship survey, and be humble in your request for your respondents’ time. By attempting to make the survey serve two masters — the event and the relationship – you will compromise on both.
Transactional surveys are a great way to capture customer feedback immediately following a transaction or event. Companies can use them to gain a better understanding of a customer’s experience and perceptions of service quality while the service interaction is still fresh on his or her mind.Dr. Fred Van Bennekom from Great Brook Consulting has created a list of eight practical items to consider when developing your transactional survey strategy.Keep It Short. If you want to get a good response rate, then keep it short and to the point. For most transactional processes, 7 to 12 questions should be sufficient. Use Random Sampling. If you have ongoing customer transactions, you probably don’t want to send a survey invitation each time a customer has a closed transaction. This will promote “survey burnout” and lead people to complete the survey only when they have an axe to grind.Implement a Service Recovery (Complaint Handling) System Concurrent with the Event Survey Program. Complaint handling and event surveying are tightly linked in a customer retention program. If a customer voices a complaint in a survey and you don’t respond, it will just flame the fires of dissatisfaction. Consider Different Survey Administrative Methods. Transactional surveying can be done by telephone, web form, paper form, or using IVR. Regardless of the method, you want to get the data as quickly as possible to act on any business process issues. Web form surveys are the fastest and most inexpensive once the system is set up, but your target audience must have web access and be web savvy.
How Often & How Soon to Survey. Most retailers or dining establishments are surveying essentially at the close of a transaction. In situations where you have a database of customer contact information, you could do the surveying in batch mode every day or every week. However, if the period between transaction and survey is too long, you increase the probability of a process problem affecting more customers until you learn about the problem.
Outsource Surveys Versus In-House Execution. There are many services that will conduct the survey program for you. They may give you real-time access to the results through a web portal, but you will pay for these features. With advanced technology tools, you can accelerate the design, set-up, execution and analysis of your transactional surveys by performing them yourself.
Pilot Test Your Surveys. A survey is a product that you as the designer should test before launching, just as a company should test any product before selling it to customers. The pilot or field test is critical to discovering flaws in the detail of the survey design before going live.
Don’t Abuse The Survey and Your Respondents. Please know the difference between an event survey and a relationship survey, and be humble in your request for your respondents’ time. By attempting to make the survey serve two masters — the event and the relationship – you will compromise on both.
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