Where to Start?
- Identify at-risk customers and the associated revenue (customers who may leave or not return);
- Understand what is least satisfying about your services/products;
- Manage your reputation on review platforms.
To achieve this, Vocaza Journey uses two methods:
- Customer satisfaction surveys;
- Reviews posted on your Google Reviews page.
1. Asking the Right Question ❓
What is your top priority? Here are the most common answers:
- I want to identify at-risk customers so I can contact them quickly and prevent them from leaving or sharing their negative experience with others.
- I want an overview of the quality of my company’s services/products and to implement actions on priority issues.
- I want to see if my improvement actions are effective, so I can continue what works and change what doesn’t.
- I want to identify Google reviews that require a response to manage my reputation and counterbalance overly negative feedback.
For answer 1: Conduct a very short survey (maximum 4 questions) sent quickly after each customer interaction (ideally within 24 hours). These are called “hot surveys” (click here for more detail).
For answer 2: You can create a survey with more questions to ask customers about specific points. This survey can be sent several times a year to all your customers. This type of survey is called a “cold survey” (click here for more detail).
For answer 3: You can use either hot or cold surveys, but the frequency of hot surveys allows you to see almost in real time whether your actions are bearing fruit.
For answer 4: You don’t need to conduct a satisfaction survey (you can do this later). You can go straight to connecting Vocaza Journey with Google Reviews (click here to find out how).
2. Thinking About the Questions to Ask ❓
At this stage, you know what result you want and therefore what type of survey you need.
Hot Survey
If you’ve chosen a hot survey, we recommend the following 3 questions:
- Overall, how satisfied are you with [your brand/product]? (Satisfaction question, 0 to 10)
- How likely are you to recommend [your brand/product] to a friend or relative? (Recommendation question, 0 to 10)
- What improvements would encourage you to give our company a higher rating? (Open comment)
There is a template for this: the “Customer Satisfaction” model.
Cold Survey
If you’ve opted for a cold survey, first decide whether you want to evaluate one or several service(s)/step(s) (e.g. website, purchase, delivery, after-sales service, etc.).
Survey on a Single Service or Step
If you’ve decided to evaluate a single step or service, we recommend:
-
First page:
-
Overall, how satisfied are you with [our brand/product]? (Satisfaction question, 0 to 10)
-
What improvements would encourage you to give our company a higher rating? (Open comment)
-
-
Second page:
-
What is your level of satisfaction with the following points? (Multi-criteria satisfaction question, 0 to 10). List the criteria you want to evaluate.
-
-
Third page:
-
How likely are you to recommend [this product/service] to a friend or relative? (Recommendation question, 0 to 10)
-
What improvements would encourage you to give our company a higher rating? (Open comment)
-
There is a corresponding template: the “Advanced Customer Satisfaction” model.
Survey on Multiple Services/Steps
If you want to survey satisfaction across multiple services, we recommend:
-
First page:
-
Overall, how satisfied are you with [our brand/product]? (Satisfaction question, 0 to 10)
-
What improvements would encourage you to give our company a higher rating? (Open comment)
-
-
One page per step:
-
What is your level of satisfaction with the following points? (Multi-criteria satisfaction question, 0 to 10)
-
-
Final page:
-
How likely are you to recommend [this product/service] to a friend or relative? (Recommendation question, 0 to 10)
-
What improvements would encourage you to give our company a higher rating? (Open comment)
-
Vocaza Journey can automatically create this template when you set up your survey for multiple steps/service
3. Setting Up Your Survey
For this step, click here to learn how to create your first survey.
4. How to Distribute Your Survey
To allow your customers to respond to your survey, you have two channels:
-
Invitation emails: You know who you’re sending invitations to and who responds. Responses are attributable, so you can track customer satisfaction over time and identify at-risk customers.
-
QR codes: Customers can access your survey from a reception desk, brochure, shop window, or other physical medium. Responses are anonymous and are only used to understand reasons for dissatisfaction (no identification of at-risk customers).
For emails, we recommend sending an invitation and a reminder after 2 days.
-
For emails, click here to define how your contacts will be invited (distribution scenario).
-
For URLs and QR codes, click here to distribute a survey via a URL or QR code.
5. Import Your Contacts
If you’ve decided to contact your customers by email, you’ll need to import them into Vocaza Journey.
-
If you’ve chosen a cold survey, you can manually import your contact file: How to manually import a contact file.
-
If you’ve chosen a hot survey, you must automate your contact import: How to set up automatic contact import.
6. Analyse Your Results
You’ve started receiving responses. You can now: