Category Archives: QuestionPro

How to Optimize Your Survey for Mobile

Mobile technology is more popular than ever before, as we have no doubt all noticed from the ever-present mobile phones and tablets on our possession at all times. According to Cisco’s Visual Networking Index, global traffic to mobile devices is expected to increase 18-fold by 2016. Smartphone use tripled in 2011, and it’s expected that mobile devices will use 2.6GB of data per month.

What does all this mean for online survey creation? Quite simply, you must be optimizing your online surveys for mobile devices since that’s where people are accessing their email and browsing the web. To address this need, QuestionPro surveys are automatically optimized for mobile respondents using our mobile device auto-detection and the latest HTML5 rendering. Lets take a look at they key features of mobile optimized surveys.

What is a mobile optimized survey?

A mobile survey is simply a assessment taken on a mobile device like a smartphone or a tablet. A mobile optimized survey is easy to read and is designed specifically for people using small touchscreen devices. The text is larger and the buttons easier to click. All QuestionPro surveys are mobile optimized.

How do I create mobile surveys?

QuestionPro makes the survey configuration process easy for the individuals creating online surveys.  You will create the survey in QuestionPro and send it to respondents using email, Facebook, weblinks, popups or QR codes – just as you would with any other survey.

QuestionPro then uses “mobile device auto-detect” to identify that the respondent is viewing the survey from a mobile phone or tablet. The survey is automatically optimized for such mobile devices, which means it will look good, be easy to read, thus making it easy to complete. There is no additional set up or configuration that’s needed. It’s that easy!

What devices work with mobile surveys?

The respondent’s mobile device is automatically detected. As such, most modern mobile browsers are compatible with our mobile surveys. These devices include iPhones, iPads, Androids phones and tablets, Windows Phone, BlackBerry and many more.

As more and more individuals do their online computing from mobile phones and tablets, it’s critical to make sure your surveys are accessible through those devices. With QuestionPro’s online survey optimization, it’s as easy as can be to design one survey that’s user-friendly for mobile. Don’t miss out on obtaining valuable survey responses because you’re not thinking in mobile terms.

 

 

Ways to Use Data Segmentation in the Survey Process

Data segmentation is one of the most useful tools when creating online surveys. The process helps your business identify opportunities for growth, target communication toward specific audiences, and reduce costs from having multiple survey campaigns. QuestionPro has different types of data segmentation grouping options available, including Custom Variable Based and Time Based. Lets look at data segmentation and what it can do for your survey research.

Segmentation lets you sort responses based on parameters such as question responses, custom variables or time frames. You can access the data segmentation tool within QuestionPro by clicking through Surveys – Reports – Advanced – Analysis – Grouping/Segmentation. A maximum of ten segments at a time are allowed.

Once the segmentation is set up, you can add filters to the data segments to allow for analyzing multiple pieces of data. For example, you create one group where the selection criteria chooses “male,” and the second group where the selection criteria selects “female.” A benefit of QuestionPro’s system is that you do not need to create the segments before the survey commences. In fact, the segments may be created anytime during the data collection because it is independent of the process.

Custom Variable Based Grouping

QuestionPro allows you to create custom variable segmentation based on the following groups: email list code, external reference variable, and custom variables. An email list code is exactly that – the email list you use to end out the email survey. It is easy to aggregate custom variables simply by separating the data values with commas.

Time Based Grouping

A useful way to segment data is through time-based filters, which allows you to analyze your data based on a particular time frame (e.g. when the survey was completed). Time based grouping can be set up at any point during the data collection process. Simply go to Surveys – Reports – Advanced Analysis – Grouping/Segmentation. Clicking on the “new data segment” button lets you name the groups and select the data segment. A helpful feature of QuestionPro’s time based grouping is you can account for different time zones.

Data segmentation can be one of the most helpful tools for analyzing your survey data and getting the most out of the process. The more you can break down the data into categories and understand the responses, the better your information will be and you will be prepared to tackle your businesses’ challenged armed with the most comprehensive information.

How to Integrate External Variables Into Your Survey

External variables are useful tools that will make your survey even more powerful. Specifically, the variables are additional information about your customers or survey respondents that is then integrated within the survey. This can result in even more accurate responses.

QuestionPro makes it easy to include external (or custom, as it is also known) variables into your survey creation. Lets take a look at custom variables and how they are best used.

External variables may be used in the Questions / Answer Options on the survey as well as within the email invitation to take the survey. Within the QuestionPro system, the external variables are stored with the Respondents Response. You can upload the information from an Excel spreadsheet or CSV file with up to 255 custom variables with up to 128 characters each.

How to Insert External Variables

When you use the QuestionPro Email Management tool, you can upload the variables with each person’s email address. If you are not using our email management program, you can still use external variables. You will simply correspond the information via the survey URL.

How External Variables Used for Analysis

You can conduct survey analysis with external variables using the Grouping option. For example if you have uploaded the department as an external variable. Once that is done, you can set up groups for each department and run analysis for the various departments. The advantage of this is the ability to hone the results and test specific categories for data patterns.

How External Variables Work with Dynamic Replacement

QuestionPro’s Dynamic Replacement option allows you to replace random text with dynamic data. How does this relate to external variables? The variables/data stored in the External Variables can be used for the dynamic replacement and pre-population.

Limitations of External Variables

Like many components of survey research, there are some limitations to external variables. First, each variable can only store up to 64 characters. Second, multi-lingual characters may not be saved in external variable fields. Therefore it’s probably best to stick with English characters. Third, only alphanumeric characters work as variable fields. As such, the pound or hash symbol (#) cannot be used. We also recommend you not use commas and quotation marks as variables.

External variables are another tool that can be used to better segment your data and give you meaningful online survey results. QuestionPro’s survey software allows you to easily insert these variables into the survey as well as your email template. Yet another tool to ensure you get the most out of your online survey process.

 

Online Survey as Trade Show Lead Qualification and Collection

Are you going to a trade show any time soon?  At the risk of having trade show administrators send me nasty emails, I’m going to recommend that you pass on the expensive lead collection system and use your online survey software instead.

You may not have considered using your online survey software before, but when you think about it – that’s exactly what it is.

How to get started

Create a qualification “survey” - Your first step is to create a lead generation form as an online survey.  Here are a few suggestions that you can use:

  • Product application (make a list of potential applications to your product)
  • Service industry (Make a list of industries that your lead might be in)
  • Number of units that you use in a year (this is good for product companies)
  • What feature is most important to you and least important to you (Use the Max-Diff question type)

These are just a few suggestions to use.  Overall you want to keep it short and sweet.

One complaint about using a survey as a lead collection tool has been that it takes too long.  This is absolutely true.  But this is where I break away from a lot of folks because I am not into collecting TONS of unqualified leads, I’m more interested in collecting quality leads that we can build long term sales relationships with.

Use your iPad

Every QuestionPro account comes with a free iPad license that you can use to collect leads at your next trade show.  Use the SurveyPocket App on your iPad.  This means that you don’t need an internet connection to collect leads – just an iPad.

You can also put the SurveyPocket app on your mobile device – and give your trade show team the ability to collect feedback and build their list while walking the show!

Have you already used your QuestionPro online survey software as a lead collection tool?  Leave a comment and tell us all about it!

How to Use Online Surveys to Build Customer Relationships and Conversations

Surveys used to be rather cut and dry conversation between companies and customers. Companies ask questions, customers answer questions and that’s the end. In fact, it wasn’t really a conversation at all. It was more of a friendly interrogation.

But what if we could actually use surveys to create conversations? That might be interesting. A survey could actually inspire a conversation that goes back and forth and ultimately turns into a relationship.

How to inspire conversations around online surveys

  1. Introduce the presence of an online survey to your customers. Maybe this sounds silly at first, but when you introduce your customers to the fact that you have an online survey and get them to experience the online survey in a fun and non-threatening way, they will be more likely to respond.
  2. Get customers to “opt-into” a conversation with you. Create a feedback opt-in list. This is really a low-cost way to start building a customer panel that you can go to for quick and dirty answers to questions. You can use your standard email marketing tool to do this or try the Survey Analytics MicroPanel application that integrates surveys and panel management under one roof.
  3. Create a friendly email invitation to your survey. If you already have a customer list, then you can easily create an email invitation that’s as personalized and customized as you’d like. You can add the respondent’s first name as well as any number of customized fields that will allow you to pinpoint things such as what product or service they purchased or even a sales rep that they’ve worked with. If it’s a record on your spreadsheet, you can customize it it.
  4. Add a Thank You Page. You can create your own landing page where you can send your survey respondents after they’ve completed a survey or you can use the QuestionPro /Survey Analytics Thank You Page. Either way – be sure to include a link where your respondents can continue the conversation with you. The thank you page is the perfect location for a free download or the ability to register to win a prize or any creative way that you can think of to grab your respondent’s information so that you can stay in touch.
  5. Customized Thank You Email. A really terrific idea is to send a customized thank you email to your respondents once they’ve finished the survey. The email can also contain links to other areas where they can stay in touch with you as well as free gifts and incentives for taking the survey.

Don’t let your relationship with the respondents stop after the survey. Give them opportunities to connect with you and engage in ongoing conversation about your products or services.

7 Ridiculously Simple Ways To Brand Your Online Survey

Some DIY Marketers will tell you that it doesn’t matter what your online survey really looks like – people will answer it and you’ll get data and that’s all that matters.  I’m not so sure.

While I wouldn’t go spending thousands on branding and customized templates just to make my survey look good.  I’d want my survey to look professional and match the branding that I have for my organization — wouldn’t you?

What does it mean to “Brand” your survey?

We all may have different definitions of what “Branding” a survey really is.  I’m going to say that “Branding” your survey means that it has a “look and feel” that is clearly defined as your brand.  If you stood 20 people against a wall and asked them who sent the survey — they would say your company name.

So what might they see that would give them the idea that it was from your company?

  1. The logo – Placing your logo in the survey gives a clear message as to which company is sponsoring the survey.  More than anything, your logo will put your respondents in a specific mindset as to how to respond to the survey.  You can easily upload your logo inside your QuestionPro or Survey Analytics platform once – and have it available to use over and over again.
  2. Slogans or taglines - A slogan or tagline can often define a brand more powerfully than the logo.  Insert your slogan or tagline in the header of your survey as a graphic or if it’s keyword rich, you can insert it as text.
  3. The colors – People quickly recognize a brand by the color combinations that you use.  You can easily use a base QuestionPro or Survey Analytics template and then create a branded header that you upload as an image.  Like a coat of paint, it’s a quick and easy way to brandify your online survey with very little effort.
  4. Typography – Fonts are another defining element of a brand.  If you’re using a unique font, be sure to show it prominently in the header art so that your brand shines through – and then use a complementary font for your questions.
  5. The tone of the questions – Brands aren’t just visual, they have a voice.  Be sure that the questions are worded in your brand’s voice.  If your brand is very professional, then it doesn’t make sense to create fun, casual questions with snarky answer options.  Likewise, if your brand is more fun and casual, you will shock your audience by using a formal voice or tone to your survey.
  6. Images and photography – Some brands use illustrations, others use photography and still others have a style to their videos.  Be sure that the design images you use define your brand while still leaving you space to use images and video in your online survey.
  7. Values and purpose – These are can often be forgotten whenever a survey opportunity comes along.  If you’re surveying your customers and they know it’s you — then be careful and mindful about the topic of your survey and see how it meshes with the values, purpose and promise that your brand stands for.  So, if your brand has clearly taken a stance or position as being environmentally conscious – you wouldn’t want to do a branded that puts that position in jeopardy.


To brand or not to brand your survey

While it might be nice to always have a branded survey, it may not always be appropriate.  There are times when you want your respondents to THINK about your brand and times you don’t.

When you customize and brand your survey, your respondent sees that brand and is instantly influenced by what they think and feel about the brand as they answer the questions.  This isn’t always a bad thing.

When doing surveys on customer satisfaction or customer experience, I want them to think about my brand and what they expect from my brand as they answer the questions.  I want them to take their expectations and overlay them on their actual experience and then give me that impression.

If, however, I’m thinking about taking on a position that’s different from what might normally be expected from my brand — for example, say my brand has taken a stand against animal testing and now I’m considering some animal testing.  It might not be a good idea to blast my brand on that survey.  I would want to know what my audience feels about animal testing without being influenced by my brand.

The bottom line is that using a DIY online research tool doesn’t have to look unprofessional.  You can create a high-end customized look to your brand with very little effort or even technical skill.

How Does Export To Cloud Work?

In order to know how Export to Cloud works, you will first need to understand what Export to Cloud is all about. It is pretty simple. It is a tool or an option that allows you to export excel reports into your DropBox and Google Docs account.

The Export to Cloud can be accessed once you log into your account. From the main page, you can subsequently select Surveys Ø Reports Ø Export Data ØExport to Cloud. Here are the steps you will need to follow:

Exporting your survey reports to Google Docs

Step #1:

Once you select Surveys, click on the Reports tag and look through the items listed at the right side of the screen to find Export Data and click on it. Once you’ve clicked it, you’ll see three main tools listed, the “Raw Data Export”, “Charts & Analytics Export” and “Export to Cloud”.  Click on the Authenticate with Google Docs button and log into your Google Doc account. If you are already signed into your Google account, this step will automatically be omitted, taking you to the next step.

Step #2:

Once you’ve logged in, you’ll be taken to an authenticating page, where you will need to click on Grant Access button at the lower left side of the screen to authenticate your account.

Step #3:

You will then be redirected back to the Export Data page, where you will then be able to click on the Export to Cloud button to post your Excel Report in your account. If you want to remove or disable the association of your Excel Report with your Google Docs accounts, you can click the Delete Association button to do so.

Exporting Your Survey Reports to DropBox

Exporting your survey reports to DropBox is pretty much the same as exporting your reports to your Google Doc account.

Step #1:

On the main Export Data page, click the Authentiate with DropBox button and log into your DropBox account.

Step #2:

Click on the Allow button from the DropBox authenticating page to authenticate your account.

Step #3:

Once you’ve been redirected to the Export Data page, you can then click on the Export to DropBox button and post your report to your DropBox account. If you want to remove or disable the association of your survey report with your DropBox account, click on the Delete Association button.

Whether you are using a Google Doc account or a DropBox account, there are certain license and Access options available with each of them. These include no long term commitments, unlimited surveys, responses, questions and advanced toolset and features.

A Primer on the 4 Data Types You Can Collect in Your Market Research

Making a business research questionnaire is no big deal, but making one that successfully derives the information that is actually required by the business to improve its practices is something not every person can do. One of the things that help make an online survey more effective is the understanding of the different types of data that is required out of survey respondents and of the different ways to measure the response. Different situations demand the use of different types of data. Remember, different scales have to be designed to derive these different types of data.

The feedback of survey respondents can be categorized into two basic forms of data – non-parametric and parametric.

Non-Parametric Data

The sort of data that does not have any direction and cannot be divided is called non-parametric data. Usually histograms are used to analyze non-parametric data. There are two basic types of non-parametric data.

Nominal Data

Nominal data refers to alphabetical or numeric data that is used to name people or objects for symbolic purposes and has no mathematical value.

For example, a questionnaire may ask the respondents to name the brand of shampoo they use. Numeric data too can also be included in the category of nominal data such as numbers written on the backs of sportsmen.

Ordinal Data

Ordinal data refers to numeric data that indicates only the relative ranking of different items, without representing the intensity of the mathematical value or the distance between the values. For example, respondents to an online survey may be asked to rank different brands of shampoo.  Hence, the ranking of different shampoo brands will inform researchers the relative preference of survey respondents but will not inform them about the intensity of the difference of preference of one shampoo brand from another.

Parametric Data

Numeric data that has direction is called parametric data. It can be used to analyze the difference the different responses and can also be at times divided. There are two different types of parametric data.

Interval Data

The collection of internal data is done on a scale on which all points are equidistant from the ones next to them. Scales measuring interval data do not have zero because of the nature of thing being measured. For example, respondents can be asked to rate their happiness on a scale of 1 through 10. Interval data cannot be divided because of the non-absolute nature of the data.

Ratio Data

Ratio data is the most absolute form of numeric data collected from respondents. It can be divided and altered in different ways to derive more meaning. All absolute mathematical values can be called ratio data such as income, age, sales, market share, etc.

Although ratio data may seem the most usable form of data and researchers may feel tempted to ask their survey respondents to answer all the questions in ratio form, it is either not practically possible to do so or isn’t the best form of data because of the objective of the research being conducted. An effective online survey questionnaire contains questions that derive the sort of data that will come handy in getting better insight into the respondents’ minds.

The QuestionPro and Survey Analytics online survey platforms allow you to collect all of these forms of data.  The trick is knowing which type to choose to get the best information that you can use in order to make a decision.

4 Measurement Scales Every Researcher Should Remember

One of the standard features offered by QuestionPro’s online survey software is a wide variety of scales that you can use to measure customer response.

At a first glance all the different scales that might seem similar and easily replaceable by each other. However, as you study them in depth, you realize the diversity of their natures and differences in their uses and their findings. There are over 20 different types of scales that are used by researchers in online surveys.  They can be categorized in two classes – comparative scales and non-comparative scales.

There are a number of factors you might consider when deciding on which scales to incorporate in a questionnaire and which ones to use while analyzing data. Some of the factors are:

  • The type of data that is required from the respondent – ratio, interval, ordinal or nominal.
  • How the information will be used once it is acquired.
  • Number of divisions in the scale – odd or even.
  • Types of statistical analysis methods to be used after data is acquired.
  • The physical form of the scale – vertical, linear, horizontal, etc.
  • Details to be provided in the scale as labels.
  • Whether or not response to a question is mandatory.

Since non-comparative scaling techniques are easier and simpler to understand, we’ll introduce to you the most important four scales. You’ll be delighted to see how easy it is to understand and use them. Those who already know about it them are encouraged to comment on the post and let us know any tips that might further help our readers in using these scales.

1.     Graphic Rating Scale

A graphic rating scale, also known as a continuous rating scale usually looks like the figure drawn above. The ends of the continuum are sometimes labeled with opposite values. Respondents are required to make a mark at any point on the scale that they find appropriate. Sometimes, there are numbers along the markings of the line too. At other times, there are no markings at all on the line.

2.     Likert Scale

A Likert scale typically contains an odd number of options, usually 5 to 7. One end is labeled as the most positive end while the other one is labeled as the most positive one with the label of ‘neutral’ in the middle of the scale.

The phrases ‘purely negative’ and ‘mostly negative’ could also have been ‘extremely disagree’ and ‘slightly disagree’.

3.     Semantic Differential Scale (Max Diff)

A semantic scale is a combination of more than one continuum. It usually contains an odd number of radio buttons with labels at opposite ends.   Max Diff scales are often used in trade-off analysis such as conjoint.

MaxDiff analysis can be used in new product features research or or even market segmentation research to get accurate orderings of the most important product features. The SurveyAnalytics platform help’s you discriminate among feature strengths better than derived importance methodologies. Like other trade-off analyses, the analysis derives utilities for each of the most important product features which can be used to derive optimal products, using market segmentation to put respondents into groups with similar preference structures, or to prioritize strategic product goals.

You can have your respondents perform Forced-choice nature of the tasks, where in SurveyAnalytics MaxDiff can disentangle the relative feature importance in cases where average Likert-style ratings might all have very similar ratings.

4.     Side-by-Side Matrix

Another very commonly used scale in questionnaires is the side-by-side matrix.  A common and powerful application of the side-by-side matrix is the importance/satisfaction type of question.

First, ask the respondent how important an attribute is, then ask them how satisfied they are with your performance in this area.  QuestionPro’s logic and loop functions also allow you to run through this question multiple times with other alternatives that the respondent might consider.  This yields benchmark data that will allow you to compare your performance against other competing alternatives.

Here is an example of data from an importance/satisfaction question.  The importance rating is the line and the performance ratings are the bars.  With this type of data, you can actually see where your company needs to increase its efforts to more closely meet the needs of the customer.

While there are many online survey tools and online survey software to choose from, you’ll find that not all of them have these different types of scales available to them.

As you’re designing your survey, be sure to offer a variety of scales.  Using different scales in your survey will engage the respondent more fully and prevent them from clicking the highest, lowest or middle rating all the time.  Another benefit to using different kinds of scales in your survey is that each scale provides you a unique perspective on the data that you are analyzing.

Before designing your survey, review the different types of scales and question types inside of your online survey tool and be sure to pick the one that will best help you make your decision.

 

Measuring Customer Engagement as a Predictor of Profitability

How are you currently measuring your marketing effectiveness?  If you’re like most people, you might measure your marketing effectiveness by looking at your sales and profit numbers.  And that isn’t wrong.  It’s also not the only way to measure the long-term success of your marketing program.

Steve Jobs and his biography have been the topic in the news this week and one of the conversations inside of these interviews has been his decision to keep Apple a closed platform.  There was a time when just looking at Apple’s sales and profits numbers would have made him wrong.  Yet, in the long term, his marketing strategy of having a closed platform allowed for a smooth, effortless and seamless connection across multiple devices.   Jobs took a stand and focused his efforts on building an engaged and loyal customer following.  Without his dedication to his customer evangelists, his strategy would have failed miserably.

This is a great example that while dollars are one way to measure success – there are other ways and this is where measuring feedback either in the form of a survey or crowd sourcing project will give you some of that additional marketing contexts within which you can measure the effectiveness of your marketing strategy.

You can measure customer engagement or loyalty as recommended by Gallup and Reicheld’s net promoter score.   Customer engagement and loyalty are infinitely more powerful predictors of profitability than what we’ve been used to. It’s easy to poo poo questions that measure a customer’s emotional attachment because they aren’t perceived as hard data.

But now that we know from all the extensive brain science research that every purchasing decision is, in fact, emotional — then shouldn’t we be measuring emotional attachment to our brand?

Customer engagement is also a wonderful tool for developing long-term brand strategies because it will show you where and how to differentiate your offer to your most profitable customers, inspire your target customers and connect in a way that builds relationships with them.

Here are the 11 Questions Outlined by the Gallup Customer Engagement Survey

  1. Overall, how satisfied are you with [Brand]?
  2. How likely are you to continue to choose/repurchase/repeat (if needed) [Brand]?
  3. How likely are you to recommend [Brand] to a friend/associate?
  4. [Brand] is a name I can always trust.
  5. [Brand] always delivers on what they promise.
  6. [Brand] always treats me fairly.
  7. If a problem arises, I can always count on [Brand] to reach a fair and satisfactory resolution.
  8. I feel proud to be a [Brand] [customer/shopper/user/owner].
  9. [Brand] always treats me with respect.
  10. [Brand] is the perfect [company/product/brand/store] for people like me.
  11. I can’t imagine a world without [Brand].

Ideas on How to Apply Customer Engagement to Your Feedback

There are obvious benefits to following the Gallup methods and licensing their process.  But if you don’t have the dollars for that, look at ways that you can apply the principles behind customer engagement to your own process.

One option is to create a basic matrix question using these 11 attributes.  It’s easy enough to insert into an existing survey or to simply run on its own.  For more detailed information on how to use customer engagement, you can read this article from Gallup that discusses the intricacies of measuring customer engagement.

What other ways are you measuring your marketing success?  Share your strategies in the comments below.