How to Achieve Agile Market Research by Filtering Data 

How to Achieve Agile Market Research by Filtering Data 

Achieving agile market research is a feat, even for the most technically savvy market researchers. This is due to the vast pools of data that researchers of companies big and small often confront.

Filtering data is both an effective and efficient means of gaining agile market research. This method helps sort out the chaos that bombards even the most powerful of market research tools. 

A tool that leaves out critical data categories is bound to increase the presence of survey sampling errors plaguing a market research campaign. Concurrently, a tool that offers a vast amount of data categories and inputs is inclined to tarnish a survey campaign.

Filtering data is the solution, but it must have all the necessary functionalities in order to buttress agile data — and therefore agile market research. 

This article explains agile data, how the correct filtering data interface can help you sustain agile market research and how the Pollfish platform offers advanced and granular filtering data functionalities. 

Making Sense out of Agile Data

Primarily used in the IT sector and designed particularly for its professionals, agile data is a concept that can significantly improve the market research process. 

This is due to the vast reliance on data in market research — be it through secondary means or through the set up of effective survey studies.

IT professionals have founded different methods to accompany the larger catch-all phrase known as agile data. This refers to all the strategies that IT workers can apply to work more in tandem and more effectively on the data facets of software systems.

By fostering the means to work together more constructively, they reap several benefits, such as speed to insight, less waiting on higher-ups for making forthcoming decisions and smoother collaborations.

Agile market research is also borne out of the concept of agile data, to bring such benefits and more into the sphere of research. 

The Importance of Achieving Agile Market Research

Achieving agile market research is a necessity in the current information age, in which various digital elements are jockeying for users’ attention, in spite of short attention spans. This ties in directly with survey attrition, along with site and app users avoiding a survey in the first place.

A major deterrent to the survey process, this issue mars the ability to build up an agile system of data collection, analysis and the yielding of results. Some market researchers may create various survey campaigns on similar subject matters as a way to remedy this. 

After all, with more surveys on similar subjects, it appears to be more conducive to creating shorter surveys, a common best practice. 

However, this runs contrary to agile market research, as it requires more time to create the correct surveys, launch them, cross-reference them and acquire quick results.

Instead, the online survey platform itself must be built on the premise of agile data, so that market researchers can tackle any topic quickly and without the need to implement many surveys and related survey campaigns. 

One such way to form agile data and reap its benefits is through an advanced system of filtering data.

How Filtering Data Attains Agile Market Research

Almost every market research SaaS platform offers the filtering functionality, be it for determining the qualified respondents, forming the questionnaire questions and those of the screener. 

While the different filtering data systems you’ll come upon in online survey platforms may appear to be carbon copies of one another, a closer look will reveal that they are not. Thus, they do not offer the same prowess of agile data — if any at all.

This is because agile data is not just about streamlining operations, but doing so while providing all the necessary functions and pieces of information.

A potent system of filtering data ensures that market researchers do not forgo using all the necessary categories of data, be it in screening questions, questionnaire questions or the demographics input. 

In addition, a strong presence of data filtering allows researchers to organize parse through a large collection of data. This is especially useful in ambitious surveys, i.e., those that are longer or use more skip logic

When data is neatly filtered, it is much easier to analyze it, make decisions on the next steps and complete a research project in a well-timed manner, thus forging agile data and maintaining agile market research. 

How the Pollfish Platform Offers a Top Tier Filtering Data System

Pollfish clients secure agile data on a daily basis through the use of our advanced filtering data system, which is implemented throughout our dashboard, allowing us to divide it into just two sections: the audience and the questionnaire.

This minimalist approach saves researchers the headache and eyesore of rifling through various pages as part of building a survey from the ground up. 

Instead, the platform offers multiple categories in our filtering system, permitting each aspect of the survey to be comprehensive and well-organized. 

The following explains just how granularly researchers can define both their audience and set up their questionnaire through our filtering data functionalities. 

Data Filtering in the Audience Section

First off, our filtering data function allows researchers to reach the correct respondents, with demographics categories that filter through common categories such as age, gender and geo-location. Each category allows researchers to assign quotas, so you receive the exact number of your selected respondents.

Although geolocation appears to be an ordinary demographic option, our filtering system is granular and manifold, so that researchers can filter the geolocation by 9 categories, such as postal code, US Census Region, city, state and more.

There are also 9 categories of demographic criteria, all of which can also be assigned quotas. These include marital status, education, ethnicity, career type and others. Researchers can even filter respondents based on mobile usage criteria and an advertising ID.

To augment all of these advanced filtering options, the Pollfish platform has recently introduced the Multiple Audiences capability, in which researchers can create one survey, with the audience requirements of multiple surveys. 

This is because you can create blocks, that is, groups of specific audience requirements and quotas, with each block representing a different audience. 

All this smart filtering forms agile data for researchers, so that they won’t need help at every turn, given how intuitive the filtering data system is — and that is just in the audience section.

Data Filtering in the Questionnaire Section

The questionnaire section includes multi-pronged filtering data capabilities. The filtering options span various categories so that researchers can cover all bases in their studies. This also opens up the opportunity to use just one survey per campaign.

Firstly, researchers can select the kind of question they seek to use, with 8 options of question types available (single selection, multiple selection, ranking, etc). These form the core of the survey type, in that they can take the survey in various stylistic and thematic directions.

For example, there is an option for an NPS question, the heart of the NPS survey. Or, you can use a ranking question to create the CSAT survey. The ratings stars question option allows you to create a visual ratings survey, specifically one that uses stars and so on.

After you choose the question type, there are 7 categories you can use to filter the answers. For example, you can add media to an answer, such as an MOV file, a GIF, an audio file, etc. Or you can apply logic, which routes respondents to appropriate questions based on their answer to a question of origin.

When researchers are at a stumbling block in terms of answer options, they can use the predetermined answers filtering option. This filtering data function is rich in categories, offering 46 scaled answer options. For example, researchers can use answers using a scale of disagree to agree, satisfied to dissatisfied, far exceeding expectations to falling short of expectations, the days of the week and many more.

The magnitude of filtering options will prevent any researcher-based writing block when it comes to crafting answers.

There is also a category of “none of the above,” which can be accompanied with an image. There is an “other option,” in which you can have responders specify their answer. This too can be paired with an image.

Instead of manually changing the order of answers, you can use the “shuffle answers” filtering data option. Or, you can implement “batch answers,” a function that allows you to paste all of your answers into the answer portion at once, should you decide to use them from an external document.

A smart system driven by AI, Pollfish divides the pasted content into separate answers. This allows you to avoid copy/pasting each one manually, as they are all inserted automatically.

All in all, the Pollfish system of filtering data is an advanced system of granular categories and selections, which facilitate the survey creation process, in turn providing agile data that is feasible to interpret. 

Filtering Data in the Results Dashboard

Finally, and perhaps most importantly, data filtering is applied in the post-survey results in the Pollfish dashboard. There, researchers have the option of filtering data to their liking for all of their analysis needs. 

When filtering data in the results dashboard, researchers have filtering options on the left panel of the page. They can sort their results by selecting their desired filters and deselecting the rest. 

They can also filter by question and answer to see how respondents answered a certain question, by clicking on their desired question or answer. They also have the option to export the filtered results by clicking on “exports” and then instead of “all data” selecting “current view.”

There is also a “time range” filter on the left panel, which can also give them a grasp of the survey distribution in real-time.

Additionally, there is a post-stratification filter; this filter weighs the age and gender demographics to match the census data of the targeted region.

The results are adjusted to reflect this change. This is why the filter on each response counts differently (hence the number/ percentage discrepancy when the filter is enabled). This data is a more accurate representation of the targeted audience.

The platform also allows researchers to download various documents for analyzing post-survey data — data that has already been extracted by Pollfish. Researchers can download this data in four different kinds of report types for all kinds of analyses. 

The following explains the 4 kinds of data exports available for data filtering:

  1. PDF: A visual document that can easily be shared with stakeholders and saved as reference docs. A Pollfish PDF is laid out similarly to a PowerPoint presentation.
  2. Excel Spreadsheet: Recognizable to most businesses, with a Pollfish spreadsheet export, researchers have full access to all Pollfish survey results. They can add pivot tables, graphs and get deeper insights.
  3. Crosstabs Report: Crosstabs are a matrix-style data visualization format and one of the most useful ways that market researchers analyze data. This kind of report allows researchers to look into individual insights and organize the data in different ways, opening different consumer insights that wouldn’t be readily available from the initial results.
  4. SPSS Report: SPSS is a set of software programs combined in a single package. It allows you to add your Pollfish results to various kinds of complex data analyses. It’s good at combining varied, complex data sets. Researchers use it to make connections, find correlations and graph results from various data exports at once. SPSS has several tools to analyze data for predictions and spotting patterns, increasing its use for brands and marketers looking for buying behavior trends or to vet the viability of a new product.

The Gateway to Nurturing Agile Market Research

Obtaining agile market research is never an easy task — that is, if you’re using a below-par online survey platform. There are several ways such a platform can spur agile data, such as via a mobile-first approach and with powerful SaaS integrations

Additionally, filtering data is a critical component of nurturing agile data for market research. As one of the main elements of a market research tool, it is not universally equivalent across platforms. This function tends to differ from platform to platform, as such it is not always conducive to agile data.

On the contrary, the Pollfish filtering data system encompasses all aspects of the survey creation process. It is built as a means of providing comprehensive coverage of all categories, whether they pertain to the screening section, aka, the audience section, or the questionnaire. 

It is also very intuitive, thus molding agile data by its very structure.

Frequently asked questions

How do you use data filtering in the questionnaire section?

The questionnaire section includes multi-pronged filtering data capabilities. The filtering options span various categories so that researchers can cover all bases in their studies.

How many data exports are available for data filtering?

Four main data exports are available for filtering data: PDF, Excel Spreadsheet, Crosstabs Reports, and SPSS reports.

Why is filtering important in agile data market research?

Researchers often divide their data into different categories for a more comprehensive understanding of it. Filtering this data opens up the opportunity to use one survey per campaign, which can zoom in on each category in a better way. Additionally, filtering data allows for easy organization.

How does the filtering data system work?

Clients can use an advanced filtering system post-survey results to divide it into two sections: the questionnaire and the audience. It also allows clients to divide their data into multiple categories for a complete and elaborate survey result.

How do you filter data in the results dashboard?

There are filtering options on the left panel of the page where researchers can sort the result by choosing their desired filters. For example, they can also use filters to view how respondents have answered certain questions.


Diving Into the Customer Satisfaction Score Survey (CSAT) Survey

Diving Into the Customer Satisfaction Score Survey (CSAT) Survey

The Customer Satisfaction Score (CSAT) survey is an effective tool to measure customer satisfaction. Customer satisfaction has always been the chief performance goal for businesses, as customers are the lifeblood of any business. 

The need to satisfy customers is at an all-time high, as a third of customers will leave a brand they love after just one bad experience, proving that companies need satisfaction upkeep of even their loyal customers. Nearly 60% of US consumers will abandon a brand after a few bad experiences.

Businesses, therefore, need a solid strategy that prioritizes customer satisfaction. A customer satisfaction survey, the CSAT survey is one of the foremost methods of gauging this crucial concept. This article delves into the customer satisfaction score survey and all that it entails and provides.  

Defining the CSAT Survey

The Customer Satisfaction Score (CSAT) survey evaluates customer satisfaction based on a specific touchpoint in their customer journey, whether that’s in a website’s navigation menu, at checkout or while using a product they’ve already purchased (post-sales).

Another key differentiating factor of the CSAT survey is that this customer satisfaction survey is based on its eponymous score. This score signifies the percentage of satisfaction that customers endure and therefore, rate some point(s) in their customer experience (CX). Higher percentages reflect higher degrees of customer satisfaction.

Understanding this score helps businesses determine how segments of their target market assess their satisfaction in relation to their business. The CSAT survey comprises more than just the question used to calculate the score. Since it is a survey, it uses follow-up questions based on the respondents' answers. These can include open-ended questions so that respondents can elaborate on their CSAT rating.  

How to Calculate the CSAT Score

The CSAT score is the heart of this survey. It uses a specific formula for its calculation. Although the CSAT survey measures a specific customer experience, market researchers can use it for general customer satisfaction assessments.

The CSAT score is measured with a Likert scale question type. The scale is between 1 and 5, in which 1 represents “highly unsatisfied” and 5 represents “highly satisfied.” 4 also represents predominantly satisfied customers.

The CSAT score is the most flexible type of customer satisfaction score, as it is not limited to the numbered scale. You can use various in-survey tools to exhibit the same sentiments as the 1-5 scale, such as emoticons, stars and other visual elements. 

Here is an example of a general CSAT survey question, which responders answer with the aforesaid scale: How would you rate your overall satisfaction with our company?

Here is how you measure the CSAT score after you receive this critical variable:

CSAT= (Number of satisfied customers (4 and 5) / Number of survey responses) x 100 

Round the result to the nearest whole number.

An example of the CSAT Calculation:

Number of satisfied customers (those who answered with a 4 or 5) = 32

Number of survey responses = 84

CSAT= (32/84) X 100

CSAT= 0.38 X 100

CSAT= 38%

As such, only 38% of respondents were satisfied.

How the CSAT Survey Differs from the Customer Effort Score (CES) & Other Surveys

There are several other key customer satisfaction survey types. The two other main surveys are the Customer Effort Score (CES) survey and the Net Promoter Score (NPS) survey. Additionally, researchers can experiment with other customer satisfaction surveys, like ratings scale and custom surveys. 

While it measures the same business aspect of customer satisfaction, the CSAT survey differs from the other such survey types, in that it studies particular things and thus has a discrete formula.

The Key Differentiators of the CSAT Survey

The following lays out the key facets of the CSAT survey. These distinguish it from other customer satisfaction surveys.

  1. Measures how satisfied or dissatisfied customers are at a particular time, with a particular service, procedure, interaction, product or any single CX moment. 
  2. Uses a Likert scale question, with a scale of 1-5.
  3. Has two key outcomes: the score (whether its low (1-3) or high (4-5)) and the percentage of the high scores.
  4. Focuses on the latter, i.e., the percentage of satisfied (high) scores.
  5. Should be launched after a specific occurrence in the CX, such as:
    1. A technical support call
    2. A product demo
    3. A purchase
    4. Visiting a store
    5. Interaction with a UI element

The Customer Effort Score (CES) Survey DIfferences

The Customer Effort Score (CES) survey studies a completely different aspect of customer satisfaction. This survey measures the ease of service experience customers undergo with a business. Thus, it asks respondents to rate the ease of using a product or service via a Matrix-like question, on a scale ranging between “very difficult” and “very easy.”

Also a Likert scale question, the scale is usually between 1 and 5, in which 1 represents very low effort and 5 represents a very high effort. This can cause some ambiguity since the scale is inverted (1= good, as it’s low-effort/easy, 5= bad, as it’s high effort/difficult). 3 represents a neutral degree of effort in doing business with a company.

The Customer Effort Score formula:
(Very easy + easy answers) — (very difficult + difficult answers) = CES

Another way to calculate the CES: (sum of all individual scores) / all the respondents = CES
Following suit to the first calculation, the lower the score, the easier and thus more satisfying the experience is. 

The Net Promoter Score (NPS) Survey DIfferences

The NPS survey differs from the CSAT survey in that it measures the likelihood of a customer to recommend a product or business to others. This survey is intended to understand customers’ outlook on a business, particularly their positive CX. 

This is because the NPS question doesn’t merely question customer satisfaction — it asks whether customers reached a satisfaction high enough that would spur them into advocating for the business.  

Respondents answer the NPS question on a scale of 0-10. The scale is divided into 3 sections of responders based on their scores. 

  1. Detractors: Scores 0-6, they represent the low end/ negative sentiment 
  2. Passives: 7-8 is the mid-range; their name denotes more of a neutral sentiment 
  3. Promoters: 9-10 represents high customer satisfaction

The Net Promoter Score formula:
(Number of Promoter Scores/Total Number of Respondents) - (Number of Detractor Scores/Total Number of Respondents) = NPS score

The Customer Satisfaction Score survey is therefore divergent in its calculation along with the aspect it measures.

The Advantages and Disadvantages of the CSAT Survey

The CSAT survey is a nimble tool for tracking and measuring customer satisfaction. But as any survey tool, it too has a few limitations. It’s key to learn both its benefits and snags when deciding whether this survey type is the right one for your market research needs. The following posits the pros and cons, so that you can weigh them against each other during your deliberation.

The Pros

  1. Versatile measurements: It can be used across a wide range of interactions and experiences.
  2. Extremely flexible formatting: The grading scale is not limited to numbers. For a simple rating, researchers can use emoticons, stars, etc.
  3. Specific: Brands can spot-check different components of their CX, whether it’s digital or in-store and make precise improvements.  
  4. Provides regular, up-to-date info: This survey can regularly be deployed as a check-up on your customer satisfaction, thus providing up-to-date customer feedback.
  5. Positive for your brand’s perception: Customers like it when their feedback is considered. When you specifically tie their opinions to your brand, you’re positing it in a good light. 
  6. Can build benchmark data: By administering the same type of survey from time to time, you’ll be gaining continued insight that you can compare over time, allowing you to benchmark the data over several years.
  7. Simplicity in design: Although the question can pertain to all kinds of CX components, it is simple and requires few follow-up questions, unless you need a deep read of customer interactions.

The Cons

  1. Limits with specificity: Since it zeroes in a specific touchpoint, the feedback is limited to that experience only. It doesn’t provide a wider view of the overall customer relationship. 
  2. Can overwhelm respondents: Although a simple survey, the CSAT warrants constant check-ups for updated info and benchmarking. This can irritate repeat customers or even first-time buyers.
  3. Privacy concerns: Not all interactions are private. A purchase, for example, isn’t private in that customers provide their names, addresses and credit/debit card details. As such, their identities are tied to their CSAT survey responses. This can be concerning for customers that value their privacy and want to maximize it. 

When to Use the CSAT Survey

The capability of being used to survey everything can mean nothing for market researchers and business owners who want to narrow down the most expedient opportunities for measuring customer satisfaction.   

As such, here are some of the most opportune moments and occurrences in your customers’ CX for you to employ the CSAT survey.

  1.  Customer support interactions
    1. Chatboxes, emails and all other digital communications
    2. On the phone
    3. In-store and at a support center
  2. Sales interactions
    1. In-store
    2. During a meeting whether it’s via Zoom or in-person
    3. Over the phone
    4. During a marketing event, tradeshow, etc.
  3. Customer onboarding
    1. Particular to SaaS companies 
    2. Includes products/services that require training (mainly for professionals)
  4. Event feedback
    1. Digital events like webinars, company introductions, etc.
    2. In-person events from grand openings, to sales weeks, etc.
  5. Site Navigation
    1. Homepage
    2. Landing pages
    3. Product pages
    4. Banners
    5. Ads
    6. Checkout
    7. Search bar
  6. Product Satisfaction
    1. Newly purchased products
    2. Products owned for a period of time (from weeks to a year)

There is virtually no limit to testing customer satisfaction with the CSAT survey, as it can be adapted to test all customer experiences.

Taking Your Customer Satisfaction Above and Beyond

The CSAT is but one consumer survey, but it has a major takeaway: the importance of keeping your customers happy. With customer expectations at an all-time high, it is integral to provide them with experiences that raise their customer satisfaction. 

In essence, customer satisfaction measures a consolidation of customer perceptions and expectations. While it is impossible to meet every expectation, achieving a good perception is doable. In order to meet this end, you need to constantly study your customers in relation to their satisfaction with your business. 

Online surveys are the most effective measures in this regard, in that they catch customers in their natural environments. Regarding the CSAT score, online surveys empower it, as market researchers can place and launch surveys during various customer interactions. The more you study your customer satisfaction, the better you can perfect it.

Frequently asked questions

What is a customer satisfaction score (CSAT) survey?

Customer satisfaction is essential for any business, and therefore, it is important to measure how customers feel about the offerings. Customer satisfaction or CSAT survey is one of the foremost methods of gauging this crucial metric.

How does the customer satisfaction score work?

A Customer Satisfaction Score (CSAT) survey evaluates the customer's satisfaction based on a specific touchpoint. For example, it could be a customer's interaction with the brand's website, checkout, or experience during purchase. The score represents the percentage of satisfaction that the customer felt and adds the rating to the overall customer experience (CX).

How is a customer satisfaction score measured?

The CSAT score is evaluated on a Likert scale question. The customer is asked to rate their experience on a scale of 1 to 5. 1 signifies highly unsatisfied customers while 5 represents highly satisfied.

What is the difference between the customer effort score survey and the customer satisfaction score survey?

The Customer Effort Score (CES) surveys show how easy and comfortable customers feel while interacting with a business. On the other hand, a CSAT score is determined based on consumer feedback. It asks customers to rate their experience using a product or a service, whereas a customer satisfaction score evaluates a customer's satisfaction at a given customer touchpoint.

What are some advantages of the CSAT survey?

There are several advantages of using a CSAT survey that include versatile measurements, benchmarking data for continued insights, flexible formatting, and spot-checking different components of a CX application. These things help in deducing customers’ satisfaction at a particular touchpoint that can help boost engagement and understand customer’s preferences better.


B2B Survey Questions to Turn MQLs into Customers and Scale Your Business

B2B Survey Questions to Turn MQLs into Customers and Scale Your Business

B2B survey questions provide a powerful and versatile opportunity for marketers to optimize their efforts. Yet, the concept of using surveys to better understand prospects is often overlooked by marketers.

If you’re looking for an innovative way to glean additional information about leads in your sales funnels, a B2B survey may be the perfect solution. 

Don’t let inexperience with this research methodology stop you from launching your first B2B survey. This guide from Pollfish will provide you with a variety of B2B survey questions that you start using today to enhance your marketing strategy and turn more leads into sales. 

How B2B Survey Questions Improve Your Sales Funnel

B2B survey questions can serve as the ideal follow-up to prospects after they have made initial contact with your company. 

When a prospect completes a form, i.e., to ask a question or gain access to gated marketing content such as an eBook, your business will be in possession of key demographic information about your prospect and, most importantly, their contact details. 

At this point, your marketing campaigns are already yielding B2B engagement, so it is the perfect time to engage with the prospect.

This is an opportunity to learn more about your prospect. B2B survey questions are a viable means to engage with your prospects at several points in their CX. For example, you can survey them prior to their gaining access to a gated content asset or follow up after they’ve seen/downloaded your content. 

This will gain you valuable information about their role in their company (to see whether they are responsible for conducting business or report to someone who does), their nurture needs, buyer readiness and other factors that build their business relationship with your company. 

Questions to Identify MQLs

Marketing qualified leads (MQLs) are leads from marketing campaigns that are the most likely to convert; however, it is difficult to identify these leads from basic demographic data alone. B2B survey questions can provide you with the information you need to determine whether to pass the lead along to the sales team, whether they need to be nurtured further or whether they aren’t qualified MQLs. These questions will help you make that decision:

  • What is your job title?
      1. Multiple choice: COO, Director of Operations, Manager, Sales Manager, Marketing Manager, Etc.
  • Who do you report to?
      1. Multiple choice: Board of Directors, CTO, Director of Technology, Other.
  • How large is your company?
      1. Multiple choice: 1 - 10, 10 - 100, 100 - 1,000, 1,000+.
  • What is your purchasing authority?
      1. Multiple choice: I have the authority to make purchases, I can make purchases with the authority of my manager, I can influence purchasing decisions but I can’t make them.
  • On a scale of 1 - 10, how likely are you to download and read a free marketing report on changes in [industry name]?
      1. A scaled response, with 10 being “extremely likely.”

Questions that Explore B2B Pain Points

If a lead is familiar with your company (e.g. from spending time on your website or by reading content from your organization), but still hasn’t made a purchase, it is important to understand what stands in their way. 

This is the opportune time to gain information about their pain points by asking the following survey questions:

  • What is the biggest challenge you face in your line of operation?
      1. Text entry field
  • Of the following, what is your business lacking?
      1. Multiple-choice answers with multiple selections allowed: lead generation tool, an effective customer communication tool, better user testing capabilities, etc.
  • What types of assets would help your business grow?
      1. Multiple-choice answer with multiple selections allowed: i, benchmark data, content on how [your product name] can improve processes, industry reports, etc. 
  • What are you hoping to accomplish by setting up a [enter your product/solution here]?
      1. Multiple-choice answer: Improve internal processes, Save money, Find efficiencies, Scale my organization. 
      2. Text entry field
  • What is holding you back from purchasing today?
    1. Multiple-choice answer: Cost, Unsure if features suit our needs, Ease of use, Not sure we need it.

Questions to Nurture MQLs Further Down the Sales Funnel

B2B survey questions can provide invaluable insight to your marketing team as you plan and create content to further nurture MQLs down the sales funnel. 

This info can be used to personalize various marketing literature and ancillary marketing functions such as ABM campaigns, marketing events and non-textual video content., These can make the difference between your MQL going cold or moving to the next step in their journey. The following questions provide insight for further MQL nurturing :

  • Where do you go to learn more about what’s happening in your industry? Check all that apply.
      1. Multiple-choice response with the ability to select multiple answers:  Industry blogs, benchmark reports, Podcasts, News sites, Competitors’ websites, consultants 
  • What kind of digital assets would most help your organization? Check all that apply.
      1. Multiple-choice response with the ability to select multiple answers: benchmark data, verticalized reports,  webinars, blog posts, guides, eBooks, etc.
  • Which terms do you use to search for more information about [product/service name]?
      1. Text entry field. 
  • What is your preferred communication method?
    1. Multiple-choice answers: phone, email, video conference

Questions about Satisfaction with an Existing B2B Relationship

Customer retention is essential to your organization’s bottom line, as loyal customers engage in prolonged business relationships, bringing a longer customer lifetime value (CLV. Once your B2B customers have chosen you as their supplier, or B2C customers have chosen you as their partner, you can use B2B survey questions to check-in with them to understand and adapt to their needs. Here are some customer satisfaction questions you should plan to ask:

  1. How satisfied are you with our company?
    1. Multiple-choice answer: Very satisfied, Satisfied, Neither, Dissatisfied, Very dissatisfied.
  2. On a scale of 1 - 10, how would you rate the ease of doing business with us?
    1. Scaled response, with 10 being “extremely easy to do business with.”
  3. Please rank the following state: I would purchase products or services from your business again.
    1. Likert scale: Strongly agree, Agree, Neutral, Disagree, Strongly disagree.
  4. How likely are you to recommend our organization to a friend or colleague?
    1. If Net Promoter Score is used, the response should be provided on a scale of 1- 10, with 10 being “highly likely to recommend.”
    2. A multiple-choice response can also be used: I have already or will recommend, I may recommend, I am not sure if I’ll recommend, I would not recommend.
  5. On a scale of 1 - 10, how well do we handle concerns when they arise?
    1. Scaled response, with 10 indicating “concerns are handled very well.”
  6. What can our company do better?
    1. Open text entry form.

Questions to Spur Cross-Sells and Upsells

You can continue to enhance your relationship with your B2B customers with additional offerings by encouraging cross-sells and upsells.  Not only does this increase your company’s sales, but it also ensures they won’t leave you for a competitor who offers more. 

  1. Is your organization considering additional technology purchases this year?
    1. Multiple-choice answer: yes, yes, but it’s not a top priority, unsure, unlikely, a definite no. 
    2. Use skip logic to send “yes” answers to additional questions about the technology they may purchase. 
  2. How much do you know about the following services/products that our business offers?
    1. Use a matrix to list out the services and products you offer. Then offer responses across the top row:, I’m interested in this, I know you offer this, but I am not interested, I did not know you offer this, I don’t need this.
  3. What other services would you like us to provide?
    1. Multiple-choice answers, with multiple selections allowed (list out features or services that your competitors offer or that you plan to develop)
    2. Text entry field
  4. If we offered X, would you consider purchasing from us?
    1. If asking about a single product or service, you can use a binary response.
    2. If asking about multiple items, use a matrix to understand the interest level in each.

B2B Success Is in the Details

We have provided you with a number of B2B survey questions that you can leverage to power your sales funnel, increase conversions, elongate contractual relationships, maintain partnerships and improve customer retention. 

In order to get the information you need from prospects and existing customers, you will have to pay careful attention to your approach.

Consider the wording of early emails to your customers. Remind them about why you are reaching out: i.e., “You filled out a form on our website. We’d like to know how we can better meet your needs. Do you have 2 minutes to complete a short survey?”.

Alternatively, consider offering an incentive to get prospects to engage (e.g. discount code or free gift. However, you decide to approach this, know that the information you receive will help improve your marketing and sales processes, as well as turn those MQLs into happy customers.

Frequently asked questions

How can B2B survey questions help companies know more about their customers?

B2B Survey questions provide an opportunity for businesses to learn more about their customers. They are an effective way to engage with prospects before they gain access to your content, so you have an idea about what kind of content they're looking for.

What are marketing qualified leads (MQL)?

Marketing Qualified Leads (MQLs) are prospects from the marketing funnel with the highest likelihood of converting to sales. However, it might be challenging to identify these leads from the overall demographic data.

How can B2B survey questions help identify MQLs?

B2B survey questions can help identify leads by identifying whether the lead is secure enough to be passed along the funnel to the sales team. Moreover, they determine whether the leads need nurturing or are fit to be qualified as an MQL.

What B2B survey questions are the most important to ask for moving a lead up the sales funnel?

Ask questions that give customers the power to make suggestions for improvements. For example, ask them what the business can do to enhance their services. Offer multiple-choice questions to guide customers who might need to be pointed towards a possible answer.

How can you tailor B2B survey questions to boost customer retention?

Once you've got B2B customers in your sales funnel, understand their journey and check in with them to make sure that they remain satisfied. Ask them questions like how pleased they are with the overall service provided and if they have any suggestions for improving any service.


How SaaS Integrations Help Sustain Agile Data for Market Research

How SaaS Integrations Help Sustain Agile Data for Market Research

In today’s mobile-first digital age, market researchers would be hard-pressed not to find SaaS integrations and solutions designed to carry out market research campaigns. 

Given the efficiency that SaaS brings organizations, a colossal 94% of businesses already use SaaS products. Sustaining a compound annual growth rate (CAGR) of 16.4% from 2017 to 2022, the SaaS industry is not at risk of undergoing a slowdown — on the contrary, it is slated for growth.

SaaS has also progressed into the market research space, with the prevalence of online survey tools, platforms and integrations.  

While it is undoubtable that SaaS offers value to market researchers, not all SaaS solutions foster agile data.  

In keeping with our stance on agile data for market research, this article explains how SaaS integrations can forge agile data, with a real use case example from one of our clients. 

Defining Agile Data

Agile data refers to a variety of techniques traditionally used by IT professionals to ensure effective collaboration on the various data aspects of software systems.

As opposed to entailing a uniform approach, agile data employs several techniques and philosophies to allow for efficient and productive cooperation when dealing with software systems.

Although smooth collaboration appears to be a self-evident necessity — therefore not needing the concept of agile data — in reality, it is very difficult to achieve. This is due to the different role specializations, visions and priorities among IT and data professionals.  

Thus, agile data is a crucial concept to incorporate into software systems so that teams have a stronger means of working collaboratively and quicker speed to insights.

The same notion applies to agile data in market research, given that it too relies on SaaS and copious amounts of data. 

The Need for Agile Data in Market Research

Market research requires agile data solutions in order to keep up with business needs. This entails access to accurate data on target populations through efficient means

In market research, such a population is often the target market, the group of consumers most likely to buy from a business and are thus the target of various business endeavors such as advertising, user testing, etc. 

Businesses pour so many investments into their target market, thus, the stakes are much higher than a traditional research project, as there is a heightened requisite to acquire an ROI. Thus, the data that market researchers extract must be above par.

But agile data in market research does not merely represent the results that a market research campaign has yielded. Rather, it requires the means of extracting the data in the first place to be agile as well.  

As such, SaaS solutions in market research must offer agile data aggregation and agile interfaces. Most market research SaaS exists in the form of an online survey platform, given that effective survey studies provide a vast array of insights for market research projects. 

But not all of these survey platforms are optimized for agile data. There are several ways for a survey platform to provide agile solutions. The first was via the aforementioned mobile-first approach (link above). 

You can also gain agile data through the use of SaaS integrations. That way, you are not limited to relying on a survey platform on its own. 

How SaaS Integrations Build and Strengthen Agile Data 

SaaS integrations buttress various business endeavors, including those of market research. This is because using SaaS integrations with a main solution or even in tandem with smaller solutions, strengthens your market research campaigns with an ecosystem instead of a lone wolf market research platform. 

The addition of integrating your existing SaaS solutions in your market research certainly has its advantages. SaaS products are built to cultivate agile data and provide other advantages as add-ons to your main SaaS provider. 

In order for an online survey tool to gain agile data, its SaaS integrations must advance the key efficiencies found within agile data. These include:

  1. Easing collaborations
  2. Enhancing the features of your online survey platform or other market research SaaS
  3. Using only the aspects of each software that you only need due to the presence of more than one SaaS
  4. Identifying course changes more quickly, and holding market research directly accountable for business results. 
  5. Organizing data for practical survey data analysis 
  6. Accessing information sooner
  7. Improving the quality of data
  8. Garnering further insights delivered at speed

SaaS Integrations Use Case with a Pollfish Client

There is a vast amount of available SaaS integrations for market research products, even if they are not all built the same and do not offer the same functionalities.

In order to generate agile data, market researchers, business owners and marketers need to employ the correct SaaS integrations, particularly those that help researchers gain the benefits laid out in the prior section.

To prove that SaaS integrations can build agile data for market research, the below explains how a Pollfish customer was able to do just that: use a SaaS integration to sustain agile data for their market research needs.

One of our clients in our vast clientele pool is an audio streaming and media services provider. 

The audio streaming provider has multiple accounts on the Pollfish platform, including a main account, which runs surveys across the world, in over 15 countries. The main account is used for various market research needs, which include:

  • creative testing
  • ad testing 
  • push notification concepts

With 9 users on the account and various survey campaigns in the works, the streaming provider is in constant need of agile data. There is little room for error in the main account of such a major enterprise; it therefore has the necessities that only agile data can provide.

These exigencies include: 

  • speedy insights
  • ease of collaborations
  • enhanced data organization and displays
  • quality data
  • a smooth integration

The audio streaming client was able to fulfill these needs through an integration with BigQuery on the Pollfish platform. BigQuery is a serverless warehouse on which the client was able to build a massive dashboard.

This SaaS integration allowed the client to store, segment and view the data that it extracted from Pollfish in their BigQuery dashboard. It enabled the client to route all the Pollfish data into the BigQuery database in real-time. This includes survey demographics, respondent profiles and the questionnaire content itself. 

Pollfish was able to provide agile data through its platform’s capabilities, along with the friction-free integration with BigQuery, which allowed the media client to view and segment their Pollfish data. 

Additionally, the client was able to keep track of several performance metrics, receive translated responses from Pollfish and was able to benchmark their metrics on a rolling basis. 

All in all, the media client was able to quickly and efficiently make use of their data via a SaaS integration on the Pollfish platform.

Striving for Agile Data in Market Research

The agile data (AD) concept is a method involving various strategies for IT professionals to implement in software systems. Used in different situations, agile data is used to improve collaborations and other kinds of productivity, while avoiding snafus. 

Agile data is a must in market research and other data-heavy industries — and most industries must rely on consumer data in order to build customer loyalty and remain competitive. Thus, numerous sectors can stand to use agile data solutions.

In market research, the key is to choose an online survey platform that can provide agile data — in a proven way. SaaS integrations are one of the ways in which such a platform can remain agile, that is, if the integration itself and the integrated platform permit agility. 

Frequently asked questions

How can agile data make market research easy?

Agile data improves collaboration between data sets and surveys and makes collecting information more efficient and productive. Therefore, it is vital to choose an online survey platform that provides agile data for market research. One such way is using SaaS integrations.

Why is agile data market research important for industries?

Agile data is a must in market research and other data-heavy industries since all industries require consumer data to build customer loyalty and remain competitive. Furthermore, agile data makes it easy for industries to collect data from different platforms, increasing collaboration. This also eliminates repetition and any chance of errors. Thus, numerous sectors stand to use agile data solutions.

What key efficiencies should Saas Integrations have to strengthen agile data?

A few ways that SaaS Integrations can make the collection of agile data easy are by enhancing online survey platforms and easing collaborations between data sets and survey platforms. It can also organize data quickly for practical survey results and analyze business results directly through market research surveys.

How can Pollfish's SaaS Integrations help clients with their data?

SaaS Integrations allow clients to store, segment, and view all their survey data stored in the BigQuery dashboard in real-time. The dashboard includes respondent profiles, survey demographics, and the questionnaire content itself.

What is agile data?

Agile data is a data collection technique used by IT professionals to ensure coherency between various data aspects of software systems.


How to Increase Your Survey Completion Rate

How to Increase Your Survey Completion Rate

survey completion rate

The survey completion rate is a key metric in determining the success of your overall survey campaign.

A prudent market researcher will check the status of their surveys, as a means of creating effective survey studies for their market research campaigns. Checking your survey status requires looking into more than just the amount completed. 

Instead, you should take your survey completion rate into consideration.

This article explains this metric, how it differs from the survey response rate and how to increase it so you can quickly gain all the necessary responses from your target population.

Defining the Survey Completion Rate

The survey completion rate, as its name implies, measures the rate at which your surveys are filled out and submitted by your intended responders. It is expressed as a percentage. 

Specifically, it alludes to the number of surveys completed in relation to the number of surveys your respondents started.

This means that the entirety of your targeted sampling pool isn’t a part of the survey completion rate, only the respondents who have entered and interacted with your survey count towards this rate.

As such, the more respondents that complete their survey out of those who began one, the higher your completion rate will be.

A low survey completion rate is a consequence of survey attrition, specifically dropout attrition. 

survey completion rate

How Survey Completion Rate Differs from Survey Response Rate

The survey completion rate is often conflated with or used interchangeably with the survey response rate. Although they delve into similar territory, that of completed surveys, there is a notable factor that differentiates the two. 

Like the survey completion rate, the survey response rate measures survey completions. However, it refers to the amount of respondents who completed a survey in relation to the total sampling pool, i.e., all those who received the survey, or were prompted to take part in one — not just those who started one.

A low survey response rate is also a consequence of survey attrition, but that of nonresponse attrition

The calculation for the survey response rate is as follows:
# of completed surveys / number of sent surveys (via email, survey software, CRM, etc.) X 100

An example of the calculation:
Surveys sent: 500
Number of respondents who entered the survey: 240
Number of completed surveys: 229
Response rate = 229 / 500 = 0.458
0.458 x 100 = 45.8%
The survey response rate in this scenario = 45.8%

How to Calculate the Survey Completion Rate

The calculation for the survey completion rate mirrors that of the survey response rate, save for the differing variable. In this case, you aren’t dividing the total number of completed surveys by all those in the sampling pool, i.e., by the amount of sent surveys.

Instead, you must divide the total complete surveys by the number of surveys your respondents started. Below is the formula.

The calculation for the survey completion rate is as follows:
# of completed surveys / number of respondents who entered the survey X 100 

An example of the calculation:
Surveys sent: 700
Number of respondents who entered the survey: 380
Number of completed surveys: 300
Response rate = 300 / 380 = 0.78947
0.78947 x 100 = 78.95%
The survey completion rate in this scenario = 78.95%

Why a Low Survey Completion Response is Disadvantageous for Your Research

As you can see from the differences in the calculations, it is critical to achieve a high survey completion rate. 

When your survey response rate is relatively low, it is understandable in that you are comparing the completed surveys in relation to the entire sampling pool, whereas in the survey completion rate, the completes are in relation only to those who already began taking your survey. 

Thus, a low survey completion rate points to dual survey attrition: both nonresponse and dropout attrition. This is because respondents with nonresponse attrition are always present, despite not being taken into account in the survey completion rate calculation.

A low survey completion rate compounds this in that nonresponse attrition is already present, yet exacerbated as those who have already started the survey declined to finish it. 

Here are some of the other disadvantages and consequences of a low survey completion rate:

  1. A poor survey experience
  2. Distaste with your brand (especially if the survey mentions it, whether directly or indirectly)
  3. The wasted opportunity of understanding key members of your target market/ population. 
  4. Wasted survey deployment (whether it's via email or an online survey tool)
  5. Longer times to reach your target amount of survey completes.
  6. DIfficulty in receiving responses from all your audiences (some survey tools allow you to enter multiple audiences per tool).
  7. Incomplete data (especially if you use any method other than an online survey tool.

Methods to Increase Your Survey Completion Rate

increase survey completion rate

A low completion rate can be unsettling for many market or general researchers. Fortunately, there are certain best practices that can increase your survey completion rate. These pertain specifically to the survey-taking experience, as the completion rate is contingent on the survey itself.

Here are a few critical methods that improve your in-survey experience.

  1. Keep your survey short, on-topic and relevant to your target market. You can go so far as to create multiple surveys that befit your different market segments. 
  2. Mention the point of the survey and highlight its benefits. Some respondents will be much more willing to finish a survey if they know its purpose. This will motivate them, especially if it is designed for some sort of greater good, whether it’s societal or concerned with the respondents’ own CX. Even if this won’t be a motivating factor, no one will want to finish a survey if they feel it is useless or done in vain from not knowing its basis. 
  3. Don’t create questions that are difficult to answer. For example, if you need to better understand your CX, conduct a customer experience survey and ask questions about a specific experience in a customer journey. Or get even more granular with a survey based on specific aspects of one experience. In short, simplify questions.
  4. Assure you don’t offend anyone of your sampling pool members. Although most surveys are anonymous, all cultures aren’t the same. The same goes with demographics; some won’t feel comfortable answering certain questions that may be based on topics sensitive to them. If respondents don’t leave a survey, this may cause them to partake in survey bias at the very least. 
  5. Only ask the questions you need — conduct secondary research. In keeping with the first piece of advice of maintaining relevance, avoid unnecessary questions. These will easily bore or irritate your respondents. That means you should only ask the most pressing questions, the answers of which you won’t find elsewhere. As a good market research rule of thumb, begin your research via secondary research. This will assure you steer clear of unneeded questions, unloading your question output.
  6. Test your survey among your team. There’s no better way at getting a feel of your survey experience than by taking the survey yourself — or having someone at your team test it out. Your team members can give you some of the quickest feedback that is both honest and actionable. Other ways to test your survey are via A/B tests; this is the most optimal method of testing variations of your survey and their corresponding performance.
  7. Create engaging elements. Boredom is a survey killer; keep respondents engaged with visually stimulating elements. This can include adding a few visual-ratings questions, questions with media files and those with various formats, ex: mixing Matrix questions with basic multiple-choice questions.

Elevating Your Research with a Healthy Completion Rate

Researchers ought to bear in mind that a healthy survey completion rate will vary between survey campaigns and the surveys themselves. With that said, you should aim for a high completion rate, as this is indicative of a well-built survey, meaning it will play a role in increasing the overall response rate.

The larger your completion rate, the larger your completed sampling pool is. A larger sampling pool signifies a greater representation of your study’s target population. Thus, it provides for a more accurate data set. 

The best way to take control of your survey completion rate is to implement a strong online survey tool. Such a tool will deploy surveys across networks, iterating repeatedly until all your survey quotes are filled. As such, you won’t have to worry about this metric as much as those using another survey distribution method, such as via email. Nonetheless, a strong survey platform should allow you to keep track of your survey completion tool, as it shows you how well you’ve designed your survey.

Frequently asked questions

Why is the survey completion rate important to know?

The survey completion rate is the rate at which surveys are filled out. It refers to the number of surveys filled out and completed by respondents in the total sampling pool. It is expressed as a percentage and shows the relationship and enthusiasm of your customers.

Will a low survey completion rate be harmful to my business?

A low survey completion rate shows dissatisfaction of your customers towards your business. It also reflects a poor survey of customer experience like experiencing technical glitches. This is why it is important to use an automated market research platform for building surveys.

What is a good completion rate for a survey?

A 50% or more survey completion rate is considered an excellent response rate and is usually driven by increased motivation and a better customer/business relationship.

How does an online survey tool help in boosting the survey completion rate?

An online tool enables businesses to distribute the surveys to different networks where it sends them repeatedly to ensure that all the questions are answered. This, in turn, increases the survey completion rate.

How can I increase my survey completion rate?

Create simple, easy-to-understand questions. Most importantly, keep the survey short and relevant to the topic. Mention the point of the survey and highlight the benefits, so that respondents know its purpose. Avoid including questions that are likely to offend anyone. Only ask the questions that you cannot extract from secondary information or research. Finally, check the effectiveness of your survey by testing it on your team members.


Using Automated Surveys to Attain Business Goals

Using Automated Surveys to Attain Business Goals

Automated surveys are leading the charge on catering to a business’s target market; consequently, they make up the building blocks of a business. While this may seem like a long shot, it is the case for a number of reasons.

Firstly, customers of the present are more demanding than ever, as 76% of customers expect businesses to know about their needs. Automated surveys are the most apt tools to deliver on this front, given that the raison d'etre of automated surveys is extracting key insights about customers as a means to better serve them. 

As such, these tools are the most equipped to understand customers as precisely as possible and thus help businesses in fulfilling their needs. 

Moreover, companies in the U.S. lose over $62 billion annually due to poor customer service. Automated surveys function as preventative efforts against losing money. This is because they help gather key insights on your target market, allowing you to test your own marketing efforts.

This article explains automated surveys and their various formats, along with how they help attain business goals.

Defining Automated Surveys

Automated surveys are surveys designed for the modern age. As their name hints at, these surveys are conducted via automation — the application of technology that performs tasks that humans otherwise would, in an effort to minimize human labor while achieving the same outcomes. 

This new form of surveys has rung in the era of automated surveying, the practice explained above. In doing so, automated surveying has brought about new auxiliary tasks, which have led to many improvements in different areas.  

These improvements hinge on the capabilities unique to automated surveying and have allowed marketers to gain insights for different areas of business. 

The Capabilities of Automated Surveys

Automated surveys can be used for a variety of campaigns and macro-applications. They also carry out specific uses, such as avoiding customer churn rate, etc. Here are a few more key purposes and ends that these surveys can help you attain in your research endeavors.

    1. Marketing: Marketing market research surveys can be used to study a wide variety of behaviors and opinions, as they relate to marketing. These surveys automate processes that deal with learning about competitors, campaign effectiveness and customer base.
    2. Branding: These surveys help you conduct branding market research, i.e., surveys that test brand awareness, design, logos and other associations of a brand.
    3. Advertising: You can automate surveys for advertising market research, which involve high-level campaigns, concepts and individual ads.
    4. Market segmentation: These surveys allow you to conduct market segmentation, which allow you to learn the subgroups of your target market. This is ideal for more advanced targeting, as not all members of your target market share similar interests, behaviors and other categorizations.
    5. Competitor intelligence research: These surveys gather data on competitors, both direct and comparable, so that your business can find market opportunities, product ideas, costs and other competitor aspects for comparison. This shows you businesses how they stack up against your business contenders. From this intelligence, businesses can make key decisions on how to differentiate themselves from competitors and offer better customer experience (CX).
    6. Customer loyalty: This is a key differentiating factor in the success of any business, as loyal customers will make repeated purchases and engage in other positive behaviors, such as leaving positive online reviews and engaging with your social channels. The customer loyalty survey can be conducted in a number of formats and styles.
    7. Obtaining quality answers: This is also referred to as avoiding survey fraud. There are various ways your surveys can receive poor answers — the kind that are inaccurate, rushed or spell out gibberish, as nefarious respondents do not care about providing honest, quality answers. Respondents can also simply be too bored or exhausted to partake honestly. Automated surveys can bypass low-quality responses by way of technical checks. 

The Pros and Cons of Automated Surveys

Automated surveys help simplify various difficulties; by easing tasks for businesses, they can reach their goals that much quicker and less laboriously. But like any form of automation, they too can fall prey to a few snags. Here are a few of the key advantages and drawbacks that automated surveys present:

The Pros

  1. Discovering key unknown facts: Automated surveys can amass a wide swath of insights, allowing you to come across facts that were otherwise unknown, such as certain customer preferences, needs, distastes and even personas.    
  2. Reduction of labor: By their very nature, automated surveys were designed to cut back on human input, making certain business campaigns less labor-intensive. They especially curb difficult manual tasks such as finding qualified respondents and typical manual tasks such as sending the surveys out to the correct respondents.
  3. AI-powered: Artificial intelligence is arguably the strongest force of automation in that it learns human behaviors as it automates. As such, it mimics human intelligence so that surveying takes key actions (preventing disqualified demographics and answers, instituting quality checks, etc.)
  4. Quickening the research process: Market research can be a lengthy process, as it involves turning to both primary and secondary sources of information. These surveys are known for ramping up speed, allowing you to breeze through the survey and larger market research process.
  5. Identifying key business strengths and pitfalls: These surveys allow you to dive deep into the perceptions surrounding your business along with its various campaigns and communications. This gives you insight into how your business excels in the eyes of your target market, along with the areas for improvement.  
  6. Keeps boring and technically challenging tasks at bay: These surveys automate a series of tasks and subtasks that are not only laborious, but dull as well. Certain key tasks to the survey experience, such routing respondents to particular questions based on their previous answers is virtually impossible to do manually. It would take too long and require technical knowledge.
  7. Accruing real-time responses. As these surveys accrue responses, you can view them in real-time, allowing you to analyze, report and understand how much more time your study will need and the rate at which you get responses. 

The Cons

  1. Parked answers: This refers to respondents who begin a survey at a particular time, yet “park it,” i.e., leave it inactive, until a later time that they wish to complete it. This can create biases, in that certain events that occurred in the interim can sway respondents’ answers. 
    1. Additionally, it slows down the survey process, regardless of its real-time results. 
  2. Lengthy surveys: Automated surveys typically allow researchers to take the DIY approach. As such, many researchers create surveys on the longer end of the spectrum. This may be detrimental to your survey response rate and campaign at large if you don’t provide incentives.
    1.  Sometimes, even in the case of incentives, long surveys lead to boredom, disinterest and therefore, biases.
  3. Misinformation: Even a well-built survey can be susceptible to misinformation. While a strong survey platform can weed out biased answers, some can still fall through the cracks. For example, a respondent may provide an open-ended answer that is not thought out and presents a half-truth just to finish the survey.

When Automation Powers Market Research

Automated surveys provide recourse in the overarching campaign known as market research. Although there are still many types of research you’ll need to conduct manually, such as rifling through secondary sources, organizing focus groups and the like, automated surveys remove a major weight from researchers’ shoulders.

This is because, aside from the macro applications and main purposes that automated surveying helps businesses fulfill, there are a myriad of other capabilities they can perform

Their edge lies in their capacity of automation, a relatively new concept. This makes automated surveys far easier to conduct than phone, email and CRM-based surveys. 

Frequently asked questions

What are automated surveys?

As the name suggests, surveys that are conducted by using automation are known as automated surveys. They reduce human labor while offering the same outcomes that have led to many improvements in different areas.

What can you use automated surveys for?

Automated surveys can be used for a range of campaigns, such as preventing customer churn. Not only this, automated surveys are used in different fields including marketing where it analyzes the behavior and opinions of people. Other fields include branding, market segmentation, advertising, customer loyalty, and competitor intelligence research.

What are the pros and cons of automated surveys?

When it comes to the pros of automated surveys, they help businesses differentiate between their strengths and pitfalls, reduce manual labor, quicken the research process, collect real-time responses, and enable businesses to discover previously unknown facts, such as customer preferences. Not only this, these AI-powered automated surveys enable businesses to study human behavior in real-time. The cons of automated surveys include parked surveys left inactive by the respondents, lengthy surveys, and misinformation, for instance, open-ended answers that present a half-truth response to a question.

Why are automated surveys better than manually designed ones?

Automated surveys are better than manually designed ones as they are easier to conduct than phone, email, or CRM-based surveys when it comes to market research. They also offer researchers an edge as they minimize the burdens associated with manually designed surveys. Automated surveys achieve this by performing several capabilities in addition to macro applications.

What are the capabilities of automated surveys?

Automated surveys can be used in marketing to automate processes that deal with competitor research or studying the customer base. In branding, automated surveys test brand awareness, logos, and their link with a brand. They are also used in advertising, marketing segmentation, and competitor intelligence research to advertise market research, learn the subgroups of a brand’s target market, and gather data on competitors, respectively. Other than this, the capabilities of automated surveys include assessing customer loyalty towards a brand and preventing survey frauds.


How to Conduct a Survey in 5 Easy Steps

How to Conduct a Survey in 5 Easy Steps

If you need to conduct a survey for market research or any other kind of research, there are certain steps you should adhere to. Complying with these steps will ensure you form effective survey studies.  

Surveys are powerful tools for extracting virtually any kind of information. Whether you need to examine the behaviors of a particular population, perform market segmentation, find correlations between variables or discover attitudes towards your own brand, survey research makes it possible. 

This article instructs marketers, researchers and business owners on how to conduct a survey that brings value to your research endeavors in 5 steps. 

What Constitutes a Useful Survey

A survey must be business-savvy if you need primary research for a business, medically apt for medically-oriented research, socially-inclined for a social science study and so on. As such, each type of survey is unique to its study, macro application and specific type of survey research.

This is because surveys should never be used as lone tools. They work best when connected to a larger campaign. Thus, before you embark on survey research, you should consider what it is you need to study. 

If your research is specific to a vertical, you will need to conduct other research, such as secondary research before turning to surveys. Only then can you decide which gaps you need to fill. 

A useful survey fulfills a certain purpose; for some, it can be finding a correlation between a variable and a phenomenon, for which you would need to conduct descriptive research. Another research effort may require statistically valid information, for which you would need to conduct quantitative studies and a longitudinal survey.

All in all, a valuable survey is a survey generated through methodical means, as survey research involves a process.

How to Conduct a Survey 

Since conducting a survey is contingent on a methodology, researchers ought to understand how a general survey campaign must be conducted. The following explains how to run a survey campaign in five simple steps.

Step 1: Determine the Higher Levels of Your Survey Campaign 

Even if you have a target population you’d like to study, start from the top of your campaign. As aforementioned, you’ll need to attach your survey to a larger campaign, or macro application. 

For example, if you require a survey for market research, decide which subsector your study fits under. For example, it may belong to digital marketing, advertising, branding, PR, or competitive research — in the overarching campaign of market research. If you would like to study a social phenomenon, find a category under the social sciences into which the survey fits into.

Step 2: Filter Your High-Level Campaign Further By Considering General Inquiries

After attaching your survey to a larger campaign, group your campaign further by considering your general themes and inquiries. Identifying them will help you filter your specific survey beyond the macro and higher-up levels.

You’ll need to find the correct type of survey research and survey method to dictate your survey study. Regarding the former, you’ll need to determine if your survey requires descriptive, exploratory or causal research.

As for the latter, which has a greater focus on the length of a survey and its respondents, you can group your survey into retrospective, cross-sectional, longitudinal and prospective studies.

Since the latter methods involve frequency of deployment, you can better understand whether you’ll need to conduct one or several surveys for your study. Since surveys are best kept short for more responses and quicker data collection, your study will likely need more than one survey. 

This is especially true if you opt for retrospective or longitudinal surveys, which can last for weeks to years.

Additionally, the length of your study will also give you an understanding of how many questions you’ll need and how to thematically divide your survey.

Step 3: Create a Specific Campaign and Generate Questions

Now that you’ve found the type of survey research to undertake and tied it to a method, you’ll need to go back to step one (so to speak). 

From the general inquiries you’ve put together in step two, attach them to a specific campaign under your macro application. For example, say you’re conducting market research and require a study on advertising. You’ll need to attach your survey to an existing campaign under your advertising department or create a new campaign within it. 

In this case, consider your advertising needs and general inquiries. Do they revolve around a new ad campaign? Specifically, what exactly do you need to research? Perhaps you would like to learn how your target market responds to different messaging, imagery and promotions. If so, create a campaign centered on it. 

Once you’ve chosen or formed a specific campaign within a higher-level campaign (in this case, advertising), take your general inquiries and use them to form specific questions. 

Step 4: Put Together Your Screener and Questionnaire

Step 4 revolves around the survey itself, which requires a dual approach: forming the screener (the screening questions and demographic quotas) and the questions themselves, i.e., the questionnaire. 

You may need to conduct secondary research to understand the kind of people who constitute your target market or target population. Or you can conduct market segmentation to learn about the specific segments of your target market, as mentioned in the introduction.

Once you know exactly who to target the survey to, input them into the screener section via demographics, geolocation and other audience criteria. Add screening questions for a more precise targeting. With these questions, you can permit respondents with specific answers to take part in your survey as well as prohibit certain ones based on their answers.

For the question portion, add the questions you’ve come up with in Step 3. As you input them into the online survey tool of your choice, consider how you can make them better. Some questions will warrant an “other option,” while others will require a follow-up question (but only to certain answers.”

Example: “Which of the following brands have you heard of?” (A multiple-choice, multiple selection question)

If the respondent chooses one (or more) of the answers you provide, they should be routed to a follow-up question about the brand(s) they selected. This can be done via skip logic.

But, if they select “none of the above,” they shouldn’t be routed to a question about any of the brands, but rather to another question. Or if your survey is dependent on knowledge of the brands you provided, you can consider ending the survey for this respondent.

There are of course, plenty of other question considerations to take when creating insightful market research questions. For example, some questions may require a scale, such as the Net Promoter Score or the Likert scale

The former is appropriate to use in customer satisfaction and customer loyalty surveys, while the latter can be used in virtually any survey that requires answers with variations in, say, agreement with a statement. In such a case, the answers would include a scale with “strongly disagree” and “strongly agree” at opposite ends of the scale.

Step 5: Launch, Analyze & Take Action Post-Survey

When you’ve decided on how you’re going to organize your survey based on your questions and settled on all the necessary questions, you’re almost at the launching point.

First, review your survey. Make sure there are no technical glitches (ex: if you’ve added media files to questions) or typos. 

Before launching the survey, consider adding survey incentives. These will assure you receive your results sooner. They will also posit your brand in a favorable light if your survey mentions it explicitly. 

After launching the survey and receiving all the preset amount of completed surveys, it’s time to analyze survey data. There are a number of ways to go about this, from deciding on a data presentation mode(i.e., as cross-tabs, in charts, graphs, spreadsheets, etc.), to searching for statistical significance, to finding patterns and correlations. 

With the correct survey data analysis, you’ll be able to put your data to use effectively and make informed decisions. After analyzing your survey results, you should amass key findings into another document and organize it into the nature of your findings.

Then, you’re in the final stage: post-survey mode. At this final juncture, you should consider what to do from the insights you’ve gathered. Perhaps it’s time to take action, or you may need more information, for which, you can create another survey.

If you decide to take action, consult with your team on the most logical course of action to take, whether it requires price markdowns, different approaches to improving CX, or providing customers with additional information or anything else to improve your business or research needs.

Mastering Survey Research for all Campaigns

To master survey research campaigns, you ought to perform research (usually secondary) on the research sphere itself, which is steadily innovating. Additionally, you need to have one secret weapon in tow: a strong online survey platform. 

Through this platform, you’ll be able to conduct a survey — from creation to the launch phase to the analysis — with ease. A proper survey platform provides all the necessary interfaces, capabilities and quality checks to power your survey research.

Frequently asked questions

What are some useful points for conducting a survey?

A useful survey is never used as a lone tool. It always accompanies a bigger campaign. A useful survey fulfills a specific purpose - it can be finding a link between a variable and a phenomenon, for which you would need to conduct descriptive research. If your research is specific to a topic, you might need to conduct other research, such as secondary research, before turning to surveys.

What makes for a good survey?

Keeping survey questions neutral, having close-ended questions, a balanced set of answer choices, and diversifying option standards (having a rating scale of multiple-choice questions) are among some of the fundamental ways of making your survey interesting and valuable.

What constitutes an effective questionnaire design when conducting a survey?

When creating a questionnaire, the questions should be as specific to the target customers as possible. They should use basic wording and always have the option of 'other' to have more avenues for research. However, to skip all this hassle, use a market research survey platform to provide you with the data you need.

What is your survey launching process?

Once we have all the questions we want to include in the survey, we review them for any technical glitches. We also add survey incentives to encourage people to fill out these surveys and then launch these surveys on our target market's choice of social media platform.

How do you analyze survey data?

We analyze data sets in different ways. For example, sometimes our researchers organize all the collected data in tabs, graphs, and charts to find common patterns and correlations or sometimes to look for statistical significance.


Diving into the Sample Survey to Understand Your Target Market

Diving into the Sample Survey to Understand Your Target Market

A sample survey is an effective method of collecting data on a larger population and making inferences about it via a sampling of it. It helps market researchers and business owners examine their target market, no matter how immense it is, by surveying a subset that accurately reflects the whole. 

An essential method of data collection, businesses can apply it to several market research campaigns to make deductions about their target market.  

This article explains how to use a sample survey to understand your target market.

Defining a Sample Survey

A sample survey is a means for collecting data on a targeted population to make inferences and predictions about the population. This method is primarily used to extract customer data on a business’s target market. 

As such, sample surveys gather information from a target market sample to make inferences from a subset of the target market members. In this way, researchers can perform market segmentation on their target market, to identify smaller segments. They may also learn more about their already identified segments, as part of their ongoing market research efforts.

A sample survey provides valuable audience insights that help you keep your customers satisfied, improve their customer experience and build their customer lifetime value

The Benefits of a Sample Survey

The main benefit of sample surveys is their ability to estimate a population’s characteristics from a small subset of the population. It’s a good method for making inferences on a large target market where you can’t possibly survey every member. 

As a business owner, your chief concern is keeping your customers satisfied. Here are some benefits of using a sample survey:

  1. You get the ability to estimate a population’s characteristics from a small subset of the population.
  2. You can make inferences on a large target market where you can’t possibly survey every member.
  3. Sampling smaller sections of your audience provides insight into the behavior of individual audience subsets, which you can use for more narrowed targeting. 
  4. You’re able to identify customer pain points and improve the customer experience
  5. It helps you foster customer lifetime value by consistently tracking the needs of your most valuable customers, providing insights that help you improve the customer journey. As its name indicates, CLV is a statistic that measures the value of a customer about a business. This metric does not merely gauge a customer’s value by their purchases; rather it measures their worth during their entire relationship with the company.

Types of Survey Sampling

There are two types of sampling methods in the sample survey: non-probability sampling and probability sampling. They are used in different situations; non-probability sampling is rarely used to reflect a target market, while probability sampling is used to reflect the target population and is more useful in survey sampling.

Nonprobability Sampling

In non-probability sampling, the sample of the population to be surveyed is not determined by chance. This type of sampling is nonrandom and cannot be used to reflect the target market, using non-random sampling to make inferences about a population is problematic. Some non-probability techniques include convenience sampling, snowball sampling, quota sampling and purposive sampling.

Probability Sampling

Probability sampling is when participants for sample surveys are chosen by chance. Each person in the target market has a known, non-zero probability of selection. This method provides an accurate description of the entire target market, making it the optimal type of survey sampling. 

Sample Survey Methods

Here are the three methods of probability sampling that can be used to determine characteristics and make inferences about a target market. 

Simple Random Sampling 

Known as the most fundamental survey sample method, simple random sampling acts as the foundation for a variety of sampling methods. In cases of simple random sampling, each possible sample size of n carries the same probability of being selected. 

For this method, elements are chosen one at a time, so that each element has the same probability of being selected-- this is what creates a simple random sample. 

Stratified Simple Random Sampling

Stratified simple random sampling is a variation of simple random sampling where populations are divided into homogenous groups (called strata). The groups are called strata and a simple random sample is selected from each stratum. In the next step, results are aggregated from the strata so that inferences can be made about the target market. Inferences can also be made about the subpopulations identified through each stratum. 

Cluster Sampling 

Cluster sampling also divides the population-- unlike stratified simple random sampling, though, the target market is divided into groups called clusters that are heterogeneous, not homogeneous.

Within cluster sampling, there is single-stage cluster sampling and two-stage cluster sampling. For single-stage cluster sampling, a simple random sample of clusters is selected. Data is then collected from each unit in the sampled clusters. For two-stage sampling, a simple random sample is first selected and then a simple random sample is selected from the units in each sampled cluster. 

Avoiding the Sampling Error

A sampling error is the discrepancy between a population parameter and the statistic you’re using to estimate it. The difference between a population mean and a sample mean is an example of a sampling error. 

Sampling error happens because a subset of the target audience is surveyed, rather than the entire audience. The size of the sampling error can be studied through probability sampling methods. 

While some sampling error is inevitable, you can reduce its occurrence with better audience targeting. The more targeted surveys you complete, the better you’ll understand the demographic mix of your audience. Audience targeting can also be used to divide the population into groups. You can reduce sampling error by testing subsets.

How Surveys Support the Sample Survey

Surveys-- especially those made through a solid survey platform-- can take a sample survey to the next level. Survey platforms with detailed audience targeting are key to reducing sampling error by identifying a population subset representing your target audience. 

Understanding how a sample survey works and the survey sampling methods available is the first step to better understanding your target market, but the work doesn’t stop here. Applying these strategies for a successful strategy can be difficult without the right tools. Using a strong online survey platform to conduct your sample survey will have you predicting the reactions of your target market with ease.

Frequently asked questions

What are the two types of sampling methods?

There are two types of sampling methods in the sample survey: non-probability sampling and probability sampling. They are used in different situations; non-probability sampling is rarely used to reflect a target market, while probability sampling reflects the target population and is more useful in survey sampling.

What is a sampling error in a survey sample, and how to avoid it?

A sampling error is a discrepancy between a population parameter and the statistic you’re using to estimate it. Having detailed targeted surveys means you can better understand your demographic and audience segments, reducing the chances of a sampling error.

How can surveys increase the effectiveness of a sample survey?

Using a solid survey platform, businesses can take their sample surveys to the next level. Understanding how sample surveys can be conducted and understanding their methodologies is the first step to understanding your target market better.

How many sample survey methods are there?

There are three main methods of probability sampling that businesses use: simple random sampling, stratified simple random sampling, and cluster sampling.

What are the benefits of online survey samples?

Besides being easy and cost-effective, they provide immediate results and straightforward solutions, even if you choose to apply open-ended questions. They also foster customer lifetime value by letting you track the needs of your most trusted and valuable customers.


How a Mobile-First Approach Creates Agile Data for Market Research

How a Mobile-First Approach Creates Agile Data for Market Research

Mobile-first is an invaluable approach in regards to creating agile data — and as you know, you need data, particularly on your customers and market to keep your business intact. 

A data-driven workforce is 58% more likely to surpass revenue goals, underpinning the need for businesses to have access to agile data solutions. 

In order to reap this kind of data, you must conduct market research, which can be a feat given all the efforts that make up market research techniques come in conflict with the notion of agility. 

Implementing the correct solution can remedy this conflict — if it is mobile-first. This article explains how a mobile-first platform yields agile data for market researchers, marketers, analysts and business owners.

Understanding Agile Data

Agile data is a method used by IT professionals, in which they employ a range of strategies for various situations so that they can work in sync effectively on the data component of software systems. 

The agile data approach does not rely on one technique; rather there are many that form the backbone for providing data at speed. These include:

  • An agile design
  • Lean data governance for development teams to foster and maintain high-quality data assets within an overall IT ecology
  • Agile data warehousing
  • Database testing and more

However, establishing agile data is not solely an internal methodology. In order for it to be of any use to businesses and their employees, it must manifest in the front end, so that its users feel the effect. 

In market research, a potent online survey tool can be a vessel for providing agile data. While there are many attempts at fomenting agile data, providing a mobile-first tool is the most powerful of all, in that mobile usage has skyrocketed in recent years

The Importance of Agile Data

Just as many companies falsely deem themselves to be data-driven, many of them also fall prey to solutions that claim that agile is the norm for them, when in fact, they provide substandard data. Whether it is in regards to its frequency, quality or other capabilities, many solutions fall short of the heavy demands of agile data.

Companies need agile data in that it delivers speed to insights, i.e., data aggregation delivered at speed. But agile data depends on more than speed. It consolidates speedy insights with high-quality data. 

As aforementioned, there is no single approach to delivering agile data. IT professionals and UX experts must work hand in hand on a market research platform’s backend to ensure a smooth and efficient data collection, parsing and filtering. This way, the receivers of the data — the market researchers — have a high-quality set of data.

In market research specifically, this is centered on receiving data from the correct respondents. This does not solely refer to the people in your target market, or even the ones you’ve preset in the screening portion. Instead, an agile source of data should quickly disqualify respondents who provide inaccurate or low-quality responses

There are several ways that an agile platform can eliminate poor responses, such as gibberish answers, one-word answers irrelevant to an open-ended question, untrustworthy responders, such as those using a VPN and more. This is often achieved via technical checks on the market research platform.

However, in the true spirit of agile data, the market research platform must be designed with a mobile-first approach. 

Defining Mobile-First 

Mobile-first is a kind of design practice in which a digital experience is designed for mobile-first, as its name implies, prior to designing the same experience for other devices, such as desktop or tablet. 

Mobile-first prioritizes the development of the mobile experience as a means to optimize it from the jump. As the project progresses, it eventually works towards designing the desktop version of the experience.

A mobile-first approach allows developers to scale up as the project evolves, rather than down, as they would in a desktop-first approach. This ensures that the mobile experience is adequate, rather than an inferior version of a desktop experience. 

In a desktop-first design, the mobile experience appears to be a downgraded version of the desktop experience, as many graphics and site elements simply do not fit a mobile experience, given its much smaller screen size. A mobile-first design avoids this subpar effect in the mobile experience, therefore, it is of the utmost importance — and on several accounts

Positioning a mobile-first methodology is also crucial, given that mobile traffic has consistently exceeded desktop traffic, ever since mobile had first surpassed desktop traffic in 2016. Therefore, mobile use has a far greater impact on reach. 

This is critical for attaining agility in market research, as you need your survey sample to be representative of your target market. This is especially necessary if you have a massive target market or intend to survey over a hundred people. It would be nearly impossible to achieve agile data in this regard if not for a mobile-first design. 

How Mobile-First Creates Agile Data

A mobile-first design optimizes the experience of mobile users. Since mobile users surpass desktop users, more of them are going to be the targets of an online survey platform.

Thus, a mobile-first design in the online survey platform itself is imperative. Even if a mobile site or app provides a mobile-first experience, your market research is in peril if the platform you use to deploy surveys on that mobile-first mobile property is not itself mobile-first. 

This is because a poor experience will turn respondents away, causing survey attrition. Or, the frustration respondents undergo while taking your mobile survey will cause them to provide inaccurate answers or other manifestations of survey bias

A mobile-first approach avoids these issues along with many others. It also allows an online survey platform to obtain agile data. When a survey for a mobile site or app is developed with a mobile-first approach, it eliminates points of friction. Thus, users are more inclined to take and complete the survey. This efficiency, in turn, produces agile data.

Furthermore, a mobile-first online survey platform removes the sense of inferiority in mobile in comparison to desktop. In this regard, it does not appear as if something in the mobile survey experience is missing. This creates an enhanced experience in a twofold manner:

  1. It allows the market researcher to set up a mobile survey that includes all of their needs. This includes the capabilities of:
    1. a wide variety of questions including Matrix questions
    2. The addition of multimedia elements in appropriate formats
    3. Multiple selection questions, open and close-ended questions
    4. Advanced skip logic
    5. Survey incentives
  2. It enhances the experience for respondents, thus they are more likely to complete a survey and in a quickened manner.
    1. Quick responses allow for the survey platform to faster meet all of its quotas, thereby fostering agile data.

A mobile-first approach can also help market researchers save money. This is due to the fact that the performance of many surveys largely depends on survey incentives. Most people do not have time to spare and those that do will want compensation for their survey participation.

Survey incentives make this possible — but they can be costly. In mobile surveys, rather than provide monetary incentives for mobile users, the online survey platform should allow for gaming incentives. The majority of digital users play games on mobile devices (Android, iOS).

As such, a mobile-first approach in an online survey platform would grant in-game perks to gamers who agree to take part in a survey. For example: in order for players to pass to another level, the incentive can be offered as coins/ tokens in the game. 

Consequently, mobile players would much rather take part in a mobile survey that rewards them in their games, as opposed to offering them nothing. Thus, their willingness allows market researchers to reach insights sooner, buttressing agile data. 

Obtaining Agile Data in Market Research

Many online survey platforms promise agile data but end up underperforming on this front. This is largely due to the absence of several in-platform components that forge agility.

A mobile-first approach in such a platform helps produce an optimized mobile survey experience, which retains respondents and eases the market research process. Market researchers should thereby select their online survey platform wisely.

They should opt for a platform that not only promises agile data, but corroborates it. The Pollfish platform does this via a mobile-first approach along with various quality checks and platform functionalities. 

Frequently asked questions

What is the meaning behind mobile-first?

A mobile-first experience means that websites, apps, and other digital properties are specifically designed for the mobile experience, as opposed to fitting all the regular elements used on a desktop. Mobile-first surveys can easily adapt to a mobile screen, as UX designers and web developers ensure that the most important content is displayed and optimized for mobile devices. It is a cost-effective approach that allows the researchers to save money that was spent on conducting countless surveys that may or may not be accurate.

Why is a mobile-first approach important?

A mobile-first approach is cost-effective as it helps researchers save money spent on conducting countless customer surveys that may or may not be accurate.

How can agile data be used in surveys?

Agile data can eliminate low-quality or inaccurate responses from a survey and help in making accurate inferences. They also disqualify participants who use a VPN, give unworthy responses to open-ended questions, or give gibberish answers just for fun, helping to save time organizing data.

What is the link between mobile-first experience and agile data?

A survey optimized for mobile use eliminates all loopholes and points of friction, thus increasing customer satisfaction towards completing the survey. Hence, this efficiency produces agile data.

What is your agile data collection method for companies?

Companies require agile data to deliver speedy and high-quality data. And since there is no one way to approach agile data, our researchers have to work hand-in-hand with UI and UX developers to ensure a smooth data collection method.

Why do companies need agile data?

Companies need agile data in that it delivers speed to insights, i.e., data aggregation delivered quickly. But agile data depends on more than speed. It consolidates speedy insights with high-quality data so that businesses can make effective decisions that reduce organizational risks.


How to Minimize Survey Fatigue for Quality Research

How to Minimize Survey Fatigue for Quality Research

Although survey respondents from far and wide have undergone different experiences, they’ve all come upon one regrettable issue: survey fatigue. This phenomenon is one of the greatest detriments to survey research, as it hampers respondents who already have begun participating in a survey. 

Valuable survey responses are hard enough to come by as it is, so when your respondents are hit with a bout of survey fatigue, it makes it even more difficult to retrieve needed responses. 

This is because respondents who experience survey fatigue are less inclined to complete their survey, or do so in an accurate manner.

This article explains survey fatigue, including its four different types and how to minimize them so your survey research is never blighted by low-quality responses.

Defining Survey Fatigue

This occurrence denotes the phenomenon in which survey respondents become exhausted, bored or uninterested with a survey they’re taking or are about to take. This incurs several problems for survey research, in that when respondents are fatigued, the quality of their responses tarnishes. 

The Two Main Types of Survey Fatigue

Eliminating this negative phenomenon hinges on understanding where and how it occurs. First, you ought to know that there are two main manifestations of survey fatigue. 

  1. Pre-Survey Response Fatigue: This takes place before prospective respondents take a survey. This kind of fatigue comes about due to repeated requests to take a survey. Sending too many prompts or reminders can thus cause this kind of fatigue.
    1. It is the chief cause of a low survey response rate.
  1. Fatigue During the Survey: This occurs as respondents are taking their surveys and can be caused by a variety of in-survey issues. As such, researchers should consider several practices to create effective surveys. 
    1. This kind of fatigue is responsible for survey abandonment during the survey-taking process.

How Survey Fatigue is Damaging to Businesses 

Survey fatigue is not merely a problem for survey respondents, who can certainly do without feeling fatigued from a tool that ultimately benefits its creators, i.e., the researchers. It is generally best to avoid surveys prone to cause fatigue, as online respondents will associate negative feelings towards surveys and be disinclined to take them again, even when offered with survey incentives. 

Here are a few other main ways that survey fatigue damages not merely your survey research, but your business, by extension. 

  1. Tarnished answers: Fatigue naturally leads to poor quality answers. This outcome is extremely damaging to survey data quality. There are a number of ways that fatigue creates substandard answers. Here are a few examples:
    1. Survey biases such as acquiescence bias, flatlining, random response bias and many more.
    2. Gibberish answers to quickly complete the survey. 
    3. Answers with little to no thought on the questions, thus inaccurate or not fully representative of the respondents’ true opinions and experiences.
    4. Skipping open-ended questions or answering them with one word just to rush through the survey.
  2. Survey attrition: The most severe instance of survey fatigue will lead to survey attrition, in which respondents abandon their surveys, rendering them incomplete and since they’ve not been submitted, useless. Survey attrition also refers to nonresponse attrition, which refers to the first type of survey fatigue, in which would-be respondents do not take part in a survey. This form of attrition is called nonresponse attrition. 
  3. Waste of resources and money: Whether you hire a survey panel or run online surveys, surveys bound to generate fatigue waste the efforts of your respondents. It’s best not to trouble respondents as they are part of your target market, or target population. As aforementioned, a bad survey experience will repel them from taking part in future surveys, which is damaging since you either selected them (in panels) or managed to get them to participate via an online survey. Regardless of whichever method you brought them to your survey, fatiguing them wastes time and money.
  4. Negative Perceptions of your business: Fatigue does not simply cause negative associations with surveys, but it posits your brand in a negative light. This is especially true for B2B brands, as B2B surveys are targeted to partners and existing business clients, who are obviously aware of the brand behind the survey. Even leads will form an opinion of your brand, as they often land on surveys via a digital experience with your brand. B2C brands may also suffer poor brand perceptions by way of survey fatigue, as some surveys will require mentioning the brand and its operations. Ex: in a survey measuring an ad or marketing campaign, or in a customer feedback survey. 

The Causes of Survey Fatigue & How to Avoid Them

There are several factors at play when it comes to this phenomenon. The most evident cause is a poorly formed survey. Whether it is the question structure of the survey, the nature of the questions themselves, or poor targeting, these unfavorable  structural elements all contribute to survey fatigue. The following are some critical causes to consider, as they all factor into survey fatigue.

  1. Incorrect targeting: you may set specific demographics quotas to your survey, but are they correct? You ought to understand your target market to a T before sending them any surveys. If the content of the surveys feels irrelevant, respondents will easily incur survey fatigue. Solutions:
    1. Study your target market via secondary and primary research before sending surveys aimed at them, especially if you operate a niche business and the survey is in relation to a niche subject matter.
    2. Conduct market segmentation to divide your target market into even smaller segments. This way, you can send relevant surveys catered to each type.
  2. Long questionnaires: Some surveys require more questions than others. However, long questionnaires tend to be tiresome and quickly cause respondents to disengage. Also, if some interruption occurs (spotty Wifi, etc.), all their responses will be gone and they’ll be reluctant to restart and go through the entire process. Solutions:
    1. Keep surveys as short as possible. 
    2. Break up a long survey into smaller ones when possible.
    3. Offer incentives and an estimated completion time to respondents.
  3. Over-surveying: Continuous prompts for respondents to take part in surveys can be bothersome. As such, this may cause both of the survey fatigue types, as respondents will be too bored to begin a survey and may become bored while taking one, when they’ve done so several times. Solutions:
    1. Consider the need for your surveys; if it is not all that necessary, eschew it.
    2. If you require follow-up surveys to the exact same panel, consider planning out how many surveys you’ll need and letting the panelists know in advance.
  4. Repetitive questions: These will frustrate and bore your respondents, not to mention, make the survey longer than it needs to be. Solutions:
    1. Avoid using Matrix questions consecutively.
    2. Route users to appropriate questions via skip logic.
    3. Keep questions as disparate as possible, unless they’re follow-up questions respondents get via skip logic. 

How to Minimize Survey Fatigue

There are plenty of other causes of this kind of survey repellent. Even the most vigilant researcher can fall prey to creating a fatigue-inducing survey. This is because getting bored is part of human nature, so plenty of respondents may inadvertently experience some level of fatigue.

To combat survey fatigue, here are a few considerations and best practices to put into use that are not mentioned in the previous section with solutions.

  1. Be concise with questions. Do not cram two inquiries into one. They may be related, but this forces the respondent to think more and can lead to feeling overwhelmed. 
    1. Ex: Instead of asking: “Which brands have you heard about and which is the best one in your opinion?” 
    2. Form two questions: “Which brand have you heard of?” Use skip logic if they've heard of at least two to the following question: “Which is the best one in your opinion?” 
  2. Provide all possible answers if you’re using multiple-choice questions. However, keep this to a minimum if you’re using a scaled or Matrix question.
  3. Leave no ambiguity on your questions. If your questions or answers leave respondents scratching their heads, they’ll unlikely care to finish their surveys, let alone truthfully.  
  4. Limit open-ended questions. Open text fields require writing, something many respondents will be hesitant to do, especially if pressing a button in a multiple-choice becomes too laborious for them.
  5. Be consistent with scaled questions. Avoid confusion by keeping scales consistent. For example, if you choose a 5-point Likert scale, keep it at five points throughout. Don’t mix and match scaled questions.
    1. Ex: If the following is used in one answer range;
    2. Extremely satisfied
    3. Somewhat satisfied
    4. Neither satisfied nor dissatisfied
    5. Somewhat dissatisfied
    6. Extremely dissatisfied
    7. Then the following answers should follow suit
  6. Keep the language consistent with the target market/population. Some populations will understand professional terms and jargon, while others won’t. 
    1. The same applies when surveying different generations in the same survey; if the lingo is only understood by one demographic, do not use it in a survey with various demographics, as they may not understand it. Looking up terms while taking a survey can lead directly to fatigue.
  7. Keep surveys culturally relevant. Do not ask the same questions to members of different countries, geographical districts and cultures, as fatigue will inevitably ensue. 
    1. Ex: listeners of pop music may not know anything about country.

Relying on a Potent Online Survey Tool

Using a strong online survey tool is the best solution for eliminating survey fatigue. This is because a valuable online survey platform offers various ways to structure questions, provides quality checks (for example, on gibberish or flatlining answers, etc.), avoids survey fraud and allows you to thoroughly screen respondents so only the most relevant ones take part.

These aspects cannot be provided with survey panels alone. 

Additionally,  researchers ought to be heedful of the online survey platforms they choose. After all, the survey experience is at the heel of the platform. A strong survey platform can avoid fatigue, even when rookie researchers set out on their first survey campaign.  

Frequently asked questions

What is survey fatigue?

Survey fatigue is the phenomenon where survey respondents lose interest in the survey they are taking, reducing the attention they pay to the questions, causing them to provide inaccurate answers and at worse, survey attrition .

What are the two types of survey fatigue?

The two types of survey fatigue are pre-survey response fatigue and fatigue during the survey. Pre-survey response fatigue usually results from overspending prompts and reminders. Fatigue during the survey often results from in-survey issues.

How does survey fatigue damage businesses?

Survey fatigue can lead to tarnished answers, survey attrition, waste of resources and money, and a negative perception of your business. Plus, online respondents will be less likely to take surveys in the future if they have a negative experience.

What causes survey fatigue?

Survey fatigue is most often the result of poorly created surveys. Specific causes can include incorrect targeting, long questionnaires, over-surveying and repetitive questions.

How can you minimize survey fatigue?

You can minimize survey fatigue through the following methods: being concise with your questions, providing all possible answers (in the case of multiple- choice questions), avoiding ambiguity, limiting open-ended questions, being consistent with scaled questions, keeping language consistent with your target market/population and keeping surveys culturally relevant.