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How to Create a Customer Satisfaction Survey

Creating a customer satisfaction survey is an essential step toward understanding how customers perceive your product or service.

The results and data gathered from a well-designed survey can help you identify areas of improvement by creating a better customer experience. However, creating an effective survey requires more than just a few questions.

To design an impactful survey, it is important to understand the purpose of the survey, the audience, and the questions that will generate the most valuable feedback. The survey should be designed to be easy to navigate and understand, with questions that are clear and concise. 

In this article, we will explore the best practices for creating a customer satisfaction survey.

We will provide tips on how to create a survey that is easy to understand and navigate, how to identify the right audience, and how to craft questions that generate valuable feedback. By following these guidelines, businesses can create a survey that provides actionable insights and helps to improve the overall customer experience.

Survey your customers with the help of a third party and earn quality, actionable feedback

Understanding Customer Satisfaction

Customer satisfaction is a critical element for the success of any business. A high level of understanding can lead to increased customer loyalty, positive word-of-mouth marketing, and ultimately, higher revenue.

To create an effective customer satisfaction survey, it is essential to first understand what factors contribute to customer satisfaction. Some of the key factors are:

  • Product quality: Customers are more likely to be satisfied if the products they purchase are of high quality and meet their needs.
  • Customer service: The way that customers are treated by a company’s customer service representatives can have a significant impact on their satisfaction levels.
  • Price: Customers want to feel like they are getting good value for their money, so pricing can be a critical factor in determining satisfaction.
  • Convenience: Customers want products and services that are easy to access and use, so convenience is an important factor in satisfaction.
  • Brand reputation: A company’s reputation can influence customer satisfaction, as customers are more likely to be satisfied if they perceive the company as trustworthy and reliable.

When creating a customer satisfaction survey, it is also important to keep in mind that businesses may have more than one target audience or different customer avatars.

For example, some customers may be more price-sensitive, while others may be more interested in quality or convenience. By segmenting customers based on their needs and preferences, businesses can tailor their surveys to better meet the needs of each group.


Setting the Objectives of the Survey

1. Identify Key Metrics

The first step of a successful survey is to identify the key customer satisfaction metrics that will be measured. 

Some common metrics used in surveys include:

  • Net Promoter Score (NPS): A metric that measures the likelihood of customers recommending a business to others.
  • Customer Satisfaction Score (CSAT): A metric that measures overall customer satisfaction with a product or service.
  • Customer Effort Score (CES): A metric that measures the ease of doing business with a company.

By identifying the key metrics to be used in the survey, businesses can ensure that they are gathering the right information for the most accurate data and therefore make better business decisions.


2. Define Target Audience

The second step in setting the objectives of the survey is to define the target audience. This involves identifying the specific group of customers involved.

When defining the target audience, businesses should consider factors such as demographics, customer behavior, and purchasing history. This information can be used to create a more targeted survey that is more likely to generate meaningful insights.


3. Designing the Survey

There are several main factors that go into the design of a customer satisfaction survey. The survey should be well-designed to ensure that it provides accurate and actionable data while also being engaging for the respondents. We’ll discuss the three main aspects of survey design: question types, question-wording, and survey length.


4. Question Types

The type of questions used in a survey can have a significant impact on the quality of data collected.

There are several types of questions that can be used, including:

  • Multiple-choice questions: These questions provide respondents with a list of options to choose from. They are useful for collecting quantitative data but may not provide detailed insights.
  • Rating scale questions: These questions ask respondents to rate their satisfaction on a scale, such as 1-5 or 1-10. They are useful for measuring changes in satisfaction over time.
  • Open-ended questions: These questions allow respondents to provide detailed feedback in their own words. They are useful for collecting qualitative data but may be time-consuming to analyze.

5. Question Wording

The wording of survey questions can also affect the quality of data collected. Questions should be clear, concise, and easy to understand. Ambiguous or leading questions can lead to inaccurate responses.

Here are some tips for effective question wording:

  • Use simple language: Avoid technical jargon or complex phrasing that may confuse respondents.
  • Be specific: Ask questions that are specific to the product or service being evaluated.
  • Avoid leading questions: Questions should be neutral and not biased towards a particular answer.
  • Use positive language: Questions should be framed positively to encourage respondents to provide honest feedback.

6. Survey Length

The length of a survey can also impact the quality and engagement of the survey. A survey that is too long may lead to respondent fatigue and incomplete responses. A survey that is too short may not provide enough data to be useful.

Here are some tips for determining the appropriate survey length:

  • Keep it concise: Limit the number of questions to the most important ones.
  • Prioritize questions: Place the most important questions at the beginning of the survey.
  • Test the survey: Conduct a pilot test to determine how long it takes respondents to complete the survey.

By considering these factors when designing a survey, businesses can create the best possible survey with all aspects in mind.


Implementing the Survey

Step 1: Determine the Target Audience

The first step in implementing a customer satisfaction survey is to determine the target audience. For example, customers who have recently made a purchase or interacted with customer service may be more likely to provide valuable feedback.


Step 2: Choose the Survey Method

The next step is to choose the survey method. There are several options to consider, including online surveysphone surveys, mail surveys, and in-person surveys. Online surveys are often the most cost-effective and convenient option.


Step 3: Determine the Sample Size

Once the survey method has been chosen, it’s important to determine the sample size.

The sample size should be large enough to provide statistically significant results, but not so large that it becomes unmanageable.

A good rule of thumb is to survey at least 100 customers, but the sample size may need to be adjusted based on the size of the customer base and the desired level of accuracy.


Step 4: Send the Survey

After the target audience, survey method, and sample size have been determined, it’s time to send the survey.

This may involve sending an email with a link to an online survey or making phone calls to customers. You’ll also want to keep in mind the type of platform customers are using to take the survey (like a mobile phone or desktop for example).


Step 5: Analyze the Results

Once the survey responses have been collected, it’s important to analyze the results.

This may involve calculating the average score for each question, identifying patterns in the responses, and comparing the results to previous surveys or industry benchmarks. The results should be used to identify areas for improvement and develop an action plan to address any issues that were identified.


Analyzing Survey Results

1. Data Interpretation

The first step in analyzing survey results is to interpret the data. This involves looking at the responses to each question and identifying any patterns or trends. It’s important to look at both quantitative data (such as numerical ratings) and qualitative data (such as comments or open-ended responses).

One way to interpret the data is to create a summary table or chart that shows the responses to each question. This can help identify the most common responses and any outliers. It’s also important to look at the distribution of responses to each question, such as the mean, median, and mode.


2. Actionable Insights

Once the data has been interpreted, the next step is to identify actionable insights. This involves looking for patterns or trends in the data that can help improve customer satisfaction.

For example, if a large number of customers rated the product quality as poor, this could indicate a need to improve the quality of the product.

It’s also important to look for insights that can be acted upon quickly. For example, if customers are complaining about long wait times, this could be addressed by hiring more staff or improving the efficiency of the checkout process.

In order to make the survey results actionable, it’s important to prioritize the insights based on their impact on customer satisfaction and the feasibility of implementing changes. This can involve creating an action plan that outlines specific steps to address each insight.

By interpreting the data and identifying actionable insights, businesses can use customer satisfaction surveys to improve customer satisfaction and drive business growth.


3. Data Cleaning

It’s important to know how accurate your data is. One way to do this is to responsibly clean your data using a variety of methods from honeypot questions to post-survey data sweeping.

Either way, you’ll need to do this in some form to get rid of false answers, incomplete data points, and worse even fraud. Keeping in mind your data cleaning choices during the creation, programming, and analysis of the survey will help you keep the best practices and receive the highest quality results possible.


Frequently Asked Questions About Creating a Customer Satisfaction Survey

What are some best practices for creating a customer satisfaction survey?

When creating a customer satisfaction survey, it is important to keep in mind the purpose of the survey and what information is needed.

The survey should be short and easy to understand, with questions that are relevant to the customer’s experience. It is also important to use clear and concise language, avoid leading questions, and provide response options that are easy to understand.


What types of questions should be included in a customer satisfaction survey?

A customer satisfaction survey should include both closed-ended and open-ended questions.

Closed-ended questions are questions that can be answered with a yes or no, or with a rating scale. Open-ended questions are questions that require a more detailed response and allow the customer to provide their own feedback and opinions.

Both types of questions are important for understanding the customer’s experience and identifying areas for improvement.


How can a customer satisfaction survey be designed to maximize response rates?

To maximize response rates, a customer satisfaction survey should be short and easy to complete.

It should also be easy to access and complete, with clear instructions and a user-friendly interface. Incentives can also be used to encourage customers to complete the survey, such as discounts and rewards for completing the survey.


What are some common mistakes to avoid when creating a customer satisfaction survey?

Common mistakes to avoid include using jargon or technical language, asking leading questions, including too many questions, and using response options that are unclear or confusing. It is also important to avoid using biased language or making assumptions about the customer’s experience.


How can the results of a customer satisfaction survey be used to improve business operations?

The results of a customer satisfaction survey can be used to identify areas for improvement and make changes to business operations. This can include improving customer service, addressing product or service issues, and making changes to policies or procedures. It is important to analyze the results of the survey and take action based on the feedback received.


What are some effective ways to distribute a customer satisfaction survey to customers?

Effective ways to distribute a customer satisfaction survey include email, social media, and in-person at the point of sale or service. It is important to make the survey easy to access and complete and to provide clear instructions and incentives for completing the survey.

It is also important to follow up with customers after they complete the survey, to thank them for their feedback, and provide updates on any changes that have been made based on their feedback.


Contact Our Customer Survey Company

Drive Research is a national market research company that helps companies measure and analyze key customer satisfaction metrics such as CSAT, NPS, CES, and more. Whether you’re looking to measure customer satisfaction through online surveys, phone surveys, or focus groups – our market research team can help.