How To Shorten Customer Surveys Without Losing Valuable Insights

Shorter customer surveys boost engagement and response rates. Learn why less is more and get tips on optimizing your surveys effectively.
Customer Experience Survey

Let’s face it: shortening your customer experience survey can be overwhelming. You have so many priorities, stakeholders, and initiatives to inform and consider, but you want to capture that information with as few questions as possible in order to avoid survey fatigue.

But shortening customer surveys is worth the investment. With shorter surveys, your business will get more responses, and those responses will be more accurate and complete. 

Here’s what you need to know about shortening surveys—the right way.

Benefits of Shortening Customer Surveys 

There are plenty of reasons to move away from long annual surveys in favor of more frequent microsurveys. No matter what form your surveys take today, shortening them can deliver benefits like:

Increased customer engagement

Shorter surveys are less intimidating, which encourages more customers to complete them and improves their overall experience while doing so. 

Long, complex surveys can create survey fatigue, leading to two different negative outcomes: 

  1. Some survey respondents will give up on the survey partway through
  2. Some may form a negative customer sentiment based on a time-consuming (or seemingly invasive) survey 

Our research shows that shorter is better:  Surveys with seven questions or less have the best likelihood of being completed.

Improved Data Quality and Accuracy

One reason brands go for longer surveys is data quantity. With a longer survey, you’ll get more data from every respondent—sounds like a good thing, right?

Not so fast: More data is good, but only if it’s good data

One rigorous academic study on big data determined that increasing data quantity without maintaining or increasing quality accomplished nothing positive at all.

Longer surveys may cause survey respondents to rush through their answers, or even provide inaccurate responses in an effort to get the process over with. It also increases your risk of survey abandonment.

In contrast, narrowing your survey to a smaller set of well-crafted questions can improve response rate and accuracy, delivering more meaningful insights and higher-quality survey data.

Enhanced Customer Experience and Brand Perception

Survey fatigue doesn’t just affect data quality—it can even damage your brand by harming the customer experience.

Most of us have been snagged by a poller conducting a telephone survey for some cause or group. The representative claims they need “just five minutes of your time.” Yet somehow, 30 minutes later, you’re still answering obscure, granular questions (and probably starting to sour on the group behind the poll!). 

Even more so in retail, customers appreciate brands that respect their time and are transparent about what they’re asking in online surveys.

A well-designed, concise survey can actively improve brand perception and customer satisfaction. Customers feel heard and sense that your brand cares about what they have to say—while also respecting their time.

Reduced Survey Abandonment

Brands are constantly looking for ways to increase survey response rates, but getting a user to click on a survey link isn’t the whole goal. You also need that user to stick with the survey all the way to the end. 

Surveys that are abandoned midway typically aren’t usable, so lowering the abandonment rate is a great way to improve data quality and true response rate. 

When you minimize the survey length and complexity of your brand’s surveys, you increase survey completion rates and lessen the likelihood of customers abandoning them partway through. This is a powerful change: You get more reliable and actionable feedback, and fewer customers get frustrated with the survey experience.

How Long Should Customer Surveys Be?

The general rule is that your survey should ask as few questions as possible while still getting your business all the answers you need. Ideally, a customer survey should take five minutes or less to complete. 

Remember: Customers want to give direct feedback—but they also don’t want to spend more than a few minutes doing so.

To be transparent, brevity isn’t a cure-all. While a compact questionnaire can help produce more valuable responses, it doesn’t guarantee a higher response rate than a long survey.

The vast majority of non-response actually occurs on the first page of the survey or when respondents never open the survey after receiving an invite—meaning that many non-responders do so before they see how short or long the survey is. 

Still, as we’ve shown, shortening surveys provides real value beyond response rates, like better engagement and brand perception, higher quality data, and a lower abandonment rate.

Dive deeper into this topic in our white paper by Dave Ensing: How short should you make your survey?

1. Aim for Short, but Complete Surveys

When creating a survey, ask as few questions as you can while still getting all the answers you need. Yes, that’s easier said than done, but not impossible! 

We recommend using a backward research process where you first ask your internal team, “What decisions do we want to make when we get our survey results, and what information do we want to be able to tell others?” 

Having other corporate departments in mind will help you create a short survey that’s still comprehensive. 

Additionally, your survey should include an open-ended question that allows your customers to talk about whatever they want. Your brand will get a better idea of what customers care about and want changed—and what you need to do to take action. 

Keep in mind that “short for shortness’ sake” is not necessarily a good thing. Customers are sometimes willing to take longer surveys, but it’s the thoughtfulness and quality of each question on a survey that matters. 

Your survey should be long enough to allow your customers to completely express themselves and tell their stories. With that context, your CX platform will be able to identify opportunities to maximize success and minimize friction—and isn’t that what we all want out of our customer surveys?

2. Think of Others Before Cutting a Question

A brand typically shortens its surveys because it isn’t using all the information. This makes sense, but the reality is that data can often become siloed, keeping other departments in the company in the dark. 

Corporate research managers may forget how their information can be useful for other departments (e.g., marketing, product development). So before cutting a question, make sure you know how that question relates to all segments of your business—not just your department. 

Additionally, before cutting a question, make sure you know who “owned” that question, and let them know why it’s being cut. For instance, if the information that stakeholder needs is already available elsewhere (such as via customer relationship management (CRM) software like Salesforce), let them know. 

Similarly, when shortening your customer experience survey, always keep the customer in mind. When we asked customers why they respond to CX surveys, the top reason was because they believed that companies valued their input. 

Asking meaningful questions shows the customer that your business truly cares. 

And you can go even further! For example, an Pearl-Plaza client that manufactures medical devices and supplies tells customers they care by sending them letter updates explaining how they’ve taken action based on their survey responses.

3. Use Clear Language

You’ve heard it said that getting the right answers requires asking the right questions, but that’s not quite the whole story. You also have to make sure that your audience understands those questions (as well as their options for answering them).

A vague question or one with an unclear answer scale will lead to muddled answers that harm your data quality and decision-making. In other words: Ask a bad question, get a bad answer.

In your surveys, use simple, direct wording that’s tough to misinterpret. Also, make sure questions have a single subject/topic. Asking, “Did the sales and customer support teams meet your expectations?” creates confusion, since a “no” answer doesn’t tell you whether sales, CS, or both were the culprit.

Instead of asking an open-ended question and letting the respondent answer with a “yes” or “no,” use a survey tool with a feature like Pearl-Plaza’s AI-powered Active Listening. Active Listening uses AI to prompt for more details specific to what’s been shared, allowing a single question to get more actionable information.

4. Optimize Survey Flow and Structure

Questions are easier to understand when they arrive in a sensible order, so take time to evaluate and optimize the progression of your survey. Does question 2 build on the context of question 1, or does it veer off into a totally different area, giving respondents mental whiplash?

If your survey is a little more complex, this could be a great place to use some split testing or A/B testing to determine optimal flow and structure.

5. Keep Response Options Concise and Relevant

You want to gather as much information as possible—to an extent. But you don’t want to give respondents unnecessary opportunities to muddy your data. For most questions, limit answer choices to only those that are necessary and relevant. Surveys that do this are easier to complete, and they deliver higher-quality data.

6. Make Your Survey Visually Appealing 

Most of the time, you can’t control how and where people respond to your surveys, so make sure your survey works and looks good on any device type (phone, tablet, computer). 

Also, in an age of phishing schemes everywhere we turn, you don’t want customers worrying whether your survey is legit. So, make sure your survey is visually consistent with your brand’s imagery and design.

Build More Effective Customer Surveys With Pearl-Plaza

Building better (and often shorter) customer surveys can empower your business to learn more from survey responses and adapt more quickly to what you learn. And it all starts with the right CX platform.

Pearl-Plaza is the Integrated CX platform built for enterprise businesses that need to understand customers and customer feedback at scale. It’s perfect for building customer experience surveys, and its advanced Conversational Intelligence capabilities can draw out insights even from unstructured data (like freeform and short answer survey question types).

See how easy it is to create powerful microsurveys with Pearl-Plaza: Get started with Pearl-Plaza

Customer Experience Survey

Customer experience surveys have served us well when it comes to collecting customer feedback data. When we have questions about our brand’s customer experience (CX), there’s no better way to get answers than by asking our customers directly, right? But how do you make sure you’re sending the best possible customer experience survey? Asking the right questions? Sending your survey at time? 

Keep reading to find the answers to these questions and more in this overview of customer experience survey facts, best practices, and beyond.

What Is a Customer Experience Survey?

Customer experience surveys are customizable questionnaires sent to targeted customer segments to determine how a brand is performing, uncover areas where customers are satisfied, and detect areas in need of improvement across the customer journey. The end goal of these surveys is to improve customer experiences and impact business metrics.

Why Use Customer Experience Surveys?

Customer experience surveys are more vital than ever before due to an extremely competitive market in every industry as well as empowered consumers. In mere seconds, customers can compare your brand’s products and services with that of your competitors. Therefore, you cannot afford to overlook any areas of dissatisfaction that may prevent customers from purchasing from you.

When you deploy customer experience surveys and other methods of customer listening, however, you are placing your customer and their satisfaction at the heart of everything you do—and that pays. In fact, customer-centric companies are 60% more profitable than companies who don’t focus on customers. This is largely due to the fact that brands who are customer centric leverage the insights they gain from customer experience surveys to make improvements for their customers, which improve the following metrics:

  • Customer Acquisition: Create exceptional experiences that attract new customers via word of mouth, and also leverage your voice of customer to create more targeted marketing campaigns.
  • Customer Retention: Reduce customer churn by resolving points of friction throughout your customer journey and leverage predictive analytics to identify customers who are likely to leave so you can implement a rescue plan.
  • Higher Customer Lifetime Value (CLV): Understand what keeps customers around so you can continue to not only satisfy their needs, but go above and beyond to delight them, keeping them around for a lifetime
  • Lower Cost to Serve: Identify areas where you can eliminate duplicate efforts and inefficient processes so you can fine tune your approach to save time, effort, and money.

Different Types of Customer Experience Surveys

There are four popular types of customer experience surveys many businesses leverage across the customer journey to gauge their brand reputation, customer satisfaction, customer effort, and other more targeted metrics.

#1: Net Promoter Score (NPS) 

What Is Net Promoter Score?

Net Promoter Score (NPS) is a method of measuring brand customer satisfaction that was released in 2003 by Fred Reichheld, a partner at Bain & Company. It is among the most popular customer experience metrics as 48% of companies with more than $500 million

in revenue are using NPS as their primary indicator for measuring the customer experience success.

How Is Net Promoter Score Measured?

The Net Promoter Score is based on one question: “What is the likelihood that you would recommend company x to a friend or colleague?” NPS then categorizes customers into three types. The customer type is based on their likelihood to recommend your brand on a scale of 0-10:

  • Promoters (10-9)
  • Passives (8-7)
  • Detractors (6-0)

Your Net Promoter Score is calculated by subtracting the percentage total of detractors from the percentage total of promoters.

Why Does Net Promoter Score Matter?

NPS helps brands to get a brand-level tracking study of their overall customer experience because it gives them a single metric to measure their brand health. Additionally, NPS helps brands adopt an easy-to-understand, common language by giving them one singular metric to keep track of. 

Net Promoter Score Survey Template

If you are looking to deploy a NPS customer experience survey, you can use the following template to craft a Microsurvey for in-app, in-site, or in-platform feedback, or even for an email survey or SMS survey.

Example of a net promoter score customer experience survey
Net Promoter Score Customer Experience Survey Example

#2: Customer Satisfaction Score

What Is a Customer Satisfaction Score?

Customer Satisfaction Score or CSAT measures a customer’s level of contentment after a specific interaction, transaction, or general satisfaction with a specific feature within a product or service.

CSAT customer experience surveys ask “how satisfied are you with your recent experience at BRAND X?”

How Is Customer Satisfaction Score Measured?

Customer Satisfaction Score is equal to the total number of satisfied responses (with respondents who rated a 4-5 on a scale of 1-5 considered to be “Satisfied Responses”) divided by the total number of responses, then multiplied by 100. The final results should be rounded to the nearest whole number.

Why Does Customer Satisfaction Score Matter?

Customer Satisfaction Score is relatively easy to understand as it correlates to a single question on a survey. Also, it makes benchmarking against other brands simple and straightforward. 

Additionally, CSAT customer experience surveys allow brands to get a snapshot of the customer experience at a specific touchpoint, which allows them to more easily identify areas that need improvement. 

Customer Satisfaction Score Template

Looking to use CSAT post transaction or at another touchpoint? Check out this customer satisfaction score template:

An example of a CSAT customer experience survey via mobile
Customer Satisfaction Score Customer Experience Survey on Mobile

#3: Customer Effort Score

What Is Customer Effort Score?

Customer Effort Score or CES is a customer experience survey metric that allows brands to measure the ease of customer interaction and resolution during a request.

The Customer Effort metric became popular in the 1990s as companies realized that understanding the amount of effort it takes a customer to do business with them is critical. The thinking was that effort should be low for easy interactions whereas customers should expect to put in more effort for complicated or involved experiences. Effort plus satisfaction would help the organizations understand whether they were delivering on expectations.

How Is Customer Effort Score Calculated?

CES appears on a customer experience survey by asking customers to rate whether they agree or disagree with this statement: “The company made it easy for me to handle my issue.”Customers answer according to a scale from 1-7 with 1 being “Strongly Disagree” and 7 being “Strongly Agree.” 

Organizations then take the number of those who responded with 5 and above then divide by the total respondents to calculate the CES.

Why Does Customer Effort Score Matter?

CES is especially popular in contact centers, but it is becoming more popular with other industries. It also allows companies to focus on one goal: doing whatever it takes to make things easy for their customers. Therefore, they can unify their efforts and work toward

that desired outcome.

Customer Effort Score Template

If you’re looking for a Customer Effort Score template, you’ve come to the right place! Take a look below:

Image of a Customer Effort Score Customer Experience Survey via Chat
Customer Effort Score Customer Experience Survey via Chat

#4: Custom Customer Experience Surveys

When to Use a Custom Customer Experience Survey?

A customer CX survey allows you to ask more specific questions to targeted customer segments about a product, interaction, or service. These questions allow you to get into the details of your customer experiences to add more context to specific initiatives, such as product development, employee training initiatives, and beyond. 

These customer customer experience surveys should be extremely targeted and designed to trigger at a very specific time, for instance, right after a customer performs the specific action your team is trying to fine tune.

There are plenty of benefits to using custom customer experience surveys, but the primary benefit has to be the fact that these surveys allow you to fill in any knowledge gaps or blind spots in your brand’s customer journey (more on this later). 

How to Take Action on a Customer Experience Survey

Leveraging the metrics we’ve discussed so far is a great way to get a specific score associated with either your overall customer experience or customer satisfaction or ease at a specific touchpoint, but what about taking action on that metric to improve experiences? That’s why you need to get the story behind the score with a follow up question.

A follow up question comes after a metric-based question and simply asks, “What is the reason behind your score?” (or a variation of that question) and then leaves a text box open for customers to type in their explanation. 

Net Promoter Customer Experience Survey With a Follow Up Question
Net Promoter Customer Experience Survey With a Follow Up Question

This is where the most impactful insights will come from. Leveraging text analytics, you’ll be able to analyze the unstructured data from the text box to get to the why behind the score. It’s the difference between knowing an experience needs to be improved and knowing how an experience can be improved.

The best customer experience solutions will also provide dashboards within their platforms that identify the key drivers of specific experiences, which let you and your team know what elements of the customer experience you need to get right. Additionally, some CX platforms even can suggest action plans based on the unstructured data you collect via your customer experience surveys.

Customer Experience Survey Best Practices

When to Send a Customer Experience Survey?

When you should send a customer experience survey depends on why you are sending a survey. More relationship driven surveys with overarching questions like Net Promoter Score can have more flexible sending times, as you are gauging the overall satisfaction with a brand.

For more transaction- or interaction-based questions such as CSAT or CES, however, timing is everything. You want to make sure these surveys are sent right after the interaction in question. If there is a delay, you risk inaccurate data or lower response rates as the interaction or transaction is no longer top of mind for the customer.

You also want to make sure you aren’t sending surveys too frequently or you risk survey fatigue. If you’re reaching out to your customers every time you have a question, there’s a serious possibility that they’ll get tired of your questions and stop participating. This leads to lower response rates, which can affect the quality of the results you receive. Even worse, it can even cause over-surveyed customers to have a negative perception of your brand. 

Where to Send a Customer Experience Survey?

There are various distribution channels you can leverage for your customer experience survey:

  • Social Media Surveys
  • SMS Surveys
  • Email Surveys
  • Mobile App Surveys
  • Website Surveys (or Intercept Surveys)
  • In-Platform Surveys
  • Phone Surveys
  • QR Code Surveys
  • Mail Surveys
  • Chatbot Surveys
  • In-Person Surveys
  • In-Store Surveys (via tablet, point of service, or push-button terminal)
  • Surveys via Push Notification

There are plenty of options, but the most important factor to consider is where your customers prefer to leave feedback. When you meet customers where they are and on the channels they frequent most often, you have a higher likelihood of sufficient response rates and more valuable and actionable feedback data.

Three Steps to Take Before Sending a Customer Experience Survey

Today, there are also so many other ways to collect customer feedback other than customer experience surveys. For instance, research shows that today’s customers are less likely to leave feedback via a traditional long form survey. However methods like Microsurveys, as well as social media and review sites and chatbots have grown in popularity. 

Now, that doesn’t mean we need to abandon surveys all together! In fact, it’s just the opposite. It just means we need to send them at the right time and for the right reasons.

Below, we’ll talk through three expert-advised steps you should take before you send that customer experience survey. 

Step #1: Ask, “What Am I Trying to Achieve With This Customer Experience Survey?”

This first step may seem a little rudimental, but we find that it is often the most vital, yet overlooked element of a successful customer experience survey strategy. We often tell our clients to “design with the end in mind,” meaning to think about not just what you want to accomplish tomorrow or even a few months from now, but when you think about your ideal future state of your customer experience, what does it look like? Only then will you be able to accurately identify how to get from point A to point B. 

Failure to pinpoint your goals when it comes to survey strategy often looks like sending too many surveys with too many questions, leading to too much data—and therefore, too little intelligence. 

That’s why we suggest getting your team together (and maybe including some expert consultants like our Strategic Insights Team) to decide what problem you’re trying to solve or what you’re trying to improve. 

For example, are you striving to increase market share? Retain existing customers? Knowing the answers and setting goals right off the bat will help you narrow down the areas to listen (because if you listen everywhere, you end up with a lot of data and no answers).

Step #2: Take a Look at Your Current Customer Feedback Data

Wondering what questions will surely cause survey fatigue? The ones that you should have the answers to already. That’s why it’s so important to take a look at your existing customer data. This can be inferred data (such as customer relationship management data) or internal data (from emails, slack, and the like).

Today, there is no shortage of data. So, why would you want to add even more to your pile when your existing data might already hold the answers you seek? 

Using the same example from step one, if you are looking to increase customer retention, you may be able to use inferred/internal data to identify that 30% of your churn is driven by a lack of personalized experiences. That gives you an area in which to take action, all without sending a single survey!

Step #3: Consider Existing External Data

So you’ve decided what you’re trying to achieve and sorted through your existing inferred and internal data. Now what? Next comes the data that already exists, but maybe you don’t have access to it yet.

We are of course referring to indirect data, such as comments and ratings from Glassdoor or other review sites as well as social media comments, credit card and IP targeting data, and the like. The right Experience Improvement partner should be able to help you access this data and the insights it holds.

 By leveraging indirect data, you are gaining additional insights from existing customers and employees, but also non-buyers and non-employees. For instance, if you examine Glassdoor data from competitors, you can identify why their job postings are attracting candidates. You can then leverage that data to improve your own postings.

Now You Can Send That Survey!

Still have questions? Great! These are the perfect candidates for sending a quick survey. By following the three preceding steps, you can rest assured that you have exhausted all of your considerable data resources, and can send out a strategic, minimal survey without risking survey fatigue.

Want to learn if your customer experience surveys are the best they could possibly be? Our experts have developed an assessment that allows you to optimize your surveys and make sure that they will provide actionable insights that drive business results! Check out the Survey Assessment

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