…nothing. <\/p>\n\n\n\n
You don\u2019t collect enough responses to pinpoint the problem. <\/p>\n\n\n\n
One reason for that might be that you send CSAT surveys at the wrong time, and in this guide, I\u2019ll show you how to fix this. <\/p>\n\n\n\n
You\u2019ll learn what is the right frequency for conducting a CSAT survey. What\u2019s more, you\u2019ll also discover the best times to promote the survey for maximum response rate and sufficient data. I\u2019ll also sprinkle some CSAT survey best practices along the way to help you get the most of your survey.<\/p>\n\n\n\n
So, let\u2019s do it!<\/p>\n\n\n\n
Why Timing of Customer Surveys is So Important?<\/strong><\/h2>\n\n\n\nWell, the answer seems pretty straightforward, right? Because when you connect with a person at the right time, you increase the chances of them actually completing the survey. <\/p>\n\n\n\n
But that simple fact – sending the survey at the right time – has even bigger implications on your business. <\/p>\n\n\n\n
\n- The right timing shows customers that you understand them and their needs. <\/strong>A properly timed survey will not feel intrusive, after all. Instead, the person will feel that you\u2019re reaching out to them because you know that they have insights to share. <\/li>\n\n\n\n
- Correct timing will also increase the quality of feedback.<\/strong> The reason for that is not only the fact that your survey will not feel intrusive. Your survey will also arrive exactly when the person has something to tell you.<\/li>\n<\/ul>\n\n\n\n
But the question remains – What is the best time to send a CSAT survey? How do you measure customer loyalty and satisfaction to always get the best responses?<\/p>\n\n\n\n
Well, let\u2019s look into that now.<\/p>\n\n\n\n
When to Send CSAT Survey to Customers<\/strong><\/h2>\n\n\n\nThe first thing we need to discuss is the difference between the three major survey types – CSAT, NPS, and CES. <\/p>\n\n\n\n
All three help establish how satisfied customers are with your product or service. But these surveys also work differently and require a different approach to timing them. <\/p>\n\n\n\n
\n- CSAT<\/strong><\/a>: CSAT (Customer Satisfaction) measures how satisfied the customer is with your product and\/or service overall. CSAT surveys don\u2019t concern themselves with individual touchpoints with a brand, and so on. Instead, they focus on collecting data that helps gather feedback to improve the product, marketing, sales, and more.<\/li>\n\n\n\n
- NPS<\/strong><\/a>: NPS (Net Promoter Score) measures whether customers are satisfied with the product and\/or service enough to recommend it to others. The goal of an NPS survey is to determine how many of your customers are likely to drive growth through positive word-of-mouth. <\/li>\n\n\n\n
- CES<\/strong><\/a>: CES (Customer Effort Score) measures how much effort a customer has to make to get an issue resolved. In other words, this survey type concerns itself primarily with researching how challenging (or easy) it is to interact with your business. <\/li>\n<\/ul>\n\n\n\n
Each survey type gives you different information about your business from the customer\u2019s perspective. And there\u2019s a different ideal time for most & best responses to each type of survey.<\/p>\n\n\n\n
(BTW, I already discussed the best time to send NPS surveys<\/a> in an earlier post.)<\/p>\n\n\n\nIn the case of a CSAT survey, the best time<\/a> is to send it when an experience is fresh in the person\u2019s mind. <\/p>\n\n\n\nHere are some examples of the best times to send CSAT to customers:<\/p>\n\n\n\n
\n- You can send the survey a couple of days after the purchase or sign up for initial customer feedback.<\/li>\n\n\n\n
- You can show an unintrusive in-app CSAT survey<\/a> while customers are using the product. The fact that the person is currently engaged with your product increases the chances of them sharing their feedback about it. <\/li>\n\n\n\n
- Similarly, if you want to examine your satisfaction with your support, send the survey right after the live chat, phone call, or a resolved support ticket.<\/li>\n<\/ul>\n\n\n\n\n
PRO TIP:<\/strong> In most cases, you need to time your CSAT survey manually. However, Refiner<\/a> also offers several ways to automate the process. <\/p>\n\n\n\nFor example, you could create an audience segment targeting a specific event – in the case of my example below, it’s the support interaction in the last week. <\/p>\n\n\n
\n![\"\"](\"https:\/\/refiner.io\/blog\/wp-content\/uploads\/2023\/10\/create-user-segment-2-1024x593.png\")
<\/figure><\/div>\n\n\nRefiner will create a segment based on this criteria that I can use to target very specific users with a CSAT survey<\/p>\n\n\n
\n![\"\"](\"https:\/\/refiner.io\/blog\/wp-content\/uploads\/2023\/10\/target-audience-2.png\")
<\/figure><\/div><\/div><\/div>\n\n\n\nBut How Often Should You Survey Customers with CSAT?<\/strong><\/h2>\n\n\n\nOver time, as your product evolves and your service gets better; customers\u2019 opinions change. The things they\u2019ve liked in the past might no longer tickle their fancy. The vice versa is also true, you might have improved aspects of your business that customers weren\u2019t too fond of. <\/p>\n\n\n\n
And the only way to find out how those changes affect your business and customer satisfaction is by running CSAT surveys regularly. <\/p>\n\n\n\n
How regularly? Well, certainly often enough to keep updated with people\u2019s opinions about your product or service, but not too often that the frequency becomes the reason why satisfaction scores fall.<\/p>\n\n\n\n
Now, I admit that the above statement might sound too cryptic. So, here are some example scenarios of when you could run CSAT surveys again:<\/p>\n\n\n\n
\n- After each customer service session to evaluate the success of that particular support channel, support representative, and support category.<\/li>\n\n\n\n
- After each renewal to know exactly why they decided to stay with you.<\/li>\n\n\n\n
- After a major product update (bug removal, new features, etc.) to see what difference it made. <\/li>\n\n\n\n
- Follow up with the customer segment every 6-12 months to identify whether your CSAT score has improved.<\/li>\n<\/ul>\n\n\n\n
Quick tips on running a successful CSAT survey<\/h3>\n\n\n\n
Now, let me be clear about this: Timing isn\u2019t the only factor required to increase the CSAT response rate. So, for the end, let me share with you a couple of tips that will help you improve CSAT<\/a> survey success:<\/p>\n\n\n\n\n- Use a good-looking CSAT survey form:<\/strong> Apply your brand colors, ensure it\u2019s mobile-friendly, A\/B test different formats (corner widget, modals, banners, email surveys, etc.).<\/li>\n\n\n\n
- Ask relevant rating questions:<\/strong> Get answers for different sections of your business with relevant questions. For example, \u201cHow would you rate the support you received?\u201d after a support session or \u201cHow satisfied are you with our onboarding process?\u201d after someone signs up.<\/li>\n\n\n\n
- Add a follow-up question that\u2019s likely to get a response:<\/strong> Try a binary (yes or no) question, an open-ended survey question, or a multiple-choice question like this:<\/li>\n<\/ul>\n\n\n\n
![\"CSAT](\"https:\/\/lh3.googleusercontent.com\/GkWuDk1NB2hCM-yIg7TThCqL90_Eh3CcsqvS7sFVJF4eJX1lz4ptiJbPpikyJ_v-KBBqbyedjuhb5PluHf1t-8XfWwBCZwPmaiUQlAyOcJT1pqOcUNlxf96R71GkWZRtUKcQp8V3\")
<\/figure><\/div>\n\n\nYou can create multiple-choice questions (and more) using a <\/em>Refiner survey template<\/em><\/a>.<\/em><\/p>\n\n\n\n\n\nLooking for a CSAT survey software?<\/span>\nReach more customers with fully customizable in-app surveys for web and mobile applications and make accurate measurements of your customer satisfaction score.<\/span>\n\nDiscover Refiner\n<\/a>\n<\/div>\n","protected":false},"excerpt":{"rendered":"Are you wondering how often you should send a CSAT survey? Looking for information on the most optimal CSAT survey frequency? I hear stories like this all the time: You, a founder, spent months and months building your SaaS. You put equal or even bigger effort into acquiring customers. And then, when you think everything […]<\/p>\n
But the question remains – What is the best time to send a CSAT survey? How do you measure customer loyalty and satisfaction to always get the best responses?<\/p>\n\n\n\n
Well, let\u2019s look into that now.<\/p>\n\n\n\n
When to Send CSAT Survey to Customers<\/strong><\/h2>\n\n\n\nThe first thing we need to discuss is the difference between the three major survey types – CSAT, NPS, and CES. <\/p>\n\n\n\n
All three help establish how satisfied customers are with your product or service. But these surveys also work differently and require a different approach to timing them. <\/p>\n\n\n\n
\n- CSAT<\/strong><\/a>: CSAT (Customer Satisfaction) measures how satisfied the customer is with your product and\/or service overall. CSAT surveys don\u2019t concern themselves with individual touchpoints with a brand, and so on. Instead, they focus on collecting data that helps gather feedback to improve the product, marketing, sales, and more.<\/li>\n\n\n\n
- NPS<\/strong><\/a>: NPS (Net Promoter Score) measures whether customers are satisfied with the product and\/or service enough to recommend it to others. The goal of an NPS survey is to determine how many of your customers are likely to drive growth through positive word-of-mouth. <\/li>\n\n\n\n
- CES<\/strong><\/a>: CES (Customer Effort Score) measures how much effort a customer has to make to get an issue resolved. In other words, this survey type concerns itself primarily with researching how challenging (or easy) it is to interact with your business. <\/li>\n<\/ul>\n\n\n\n
Each survey type gives you different information about your business from the customer\u2019s perspective. And there\u2019s a different ideal time for most & best responses to each type of survey.<\/p>\n\n\n\n
(BTW, I already discussed the best time to send NPS surveys<\/a> in an earlier post.)<\/p>\n\n\n\nIn the case of a CSAT survey, the best time<\/a> is to send it when an experience is fresh in the person\u2019s mind. <\/p>\n\n\n\nHere are some examples of the best times to send CSAT to customers:<\/p>\n\n\n\n
\n- You can send the survey a couple of days after the purchase or sign up for initial customer feedback.<\/li>\n\n\n\n
- You can show an unintrusive in-app CSAT survey<\/a> while customers are using the product. The fact that the person is currently engaged with your product increases the chances of them sharing their feedback about it. <\/li>\n\n\n\n
- Similarly, if you want to examine your satisfaction with your support, send the survey right after the live chat, phone call, or a resolved support ticket.<\/li>\n<\/ul>\n\n\n\n\n
PRO TIP:<\/strong> In most cases, you need to time your CSAT survey manually. However, Refiner<\/a> also offers several ways to automate the process. <\/p>\n\n\n\nFor example, you could create an audience segment targeting a specific event – in the case of my example below, it’s the support interaction in the last week. <\/p>\n\n\n
\n<\/figure><\/div>\n\n\nRefiner will create a segment based on this criteria that I can use to target very specific users with a CSAT survey<\/p>\n\n\n
\n<\/figure><\/div><\/div><\/div>\n\n\n\nBut How Often Should You Survey Customers with CSAT?<\/strong><\/h2>\n\n\n\nOver time, as your product evolves and your service gets better; customers\u2019 opinions change. The things they\u2019ve liked in the past might no longer tickle their fancy. The vice versa is also true, you might have improved aspects of your business that customers weren\u2019t too fond of. <\/p>\n\n\n\n
And the only way to find out how those changes affect your business and customer satisfaction is by running CSAT surveys regularly. <\/p>\n\n\n\n
How regularly? Well, certainly often enough to keep updated with people\u2019s opinions about your product or service, but not too often that the frequency becomes the reason why satisfaction scores fall.<\/p>\n\n\n\n
Now, I admit that the above statement might sound too cryptic. So, here are some example scenarios of when you could run CSAT surveys again:<\/p>\n\n\n\n
\n- After each customer service session to evaluate the success of that particular support channel, support representative, and support category.<\/li>\n\n\n\n
- After each renewal to know exactly why they decided to stay with you.<\/li>\n\n\n\n
- After a major product update (bug removal, new features, etc.) to see what difference it made. <\/li>\n\n\n\n
- Follow up with the customer segment every 6-12 months to identify whether your CSAT score has improved.<\/li>\n<\/ul>\n\n\n\n
Quick tips on running a successful CSAT survey<\/h3>\n\n\n\n
Now, let me be clear about this: Timing isn\u2019t the only factor required to increase the CSAT response rate. So, for the end, let me share with you a couple of tips that will help you improve CSAT<\/a> survey success:<\/p>\n\n\n\n\n- Use a good-looking CSAT survey form:<\/strong> Apply your brand colors, ensure it\u2019s mobile-friendly, A\/B test different formats (corner widget, modals, banners, email surveys, etc.).<\/li>\n\n\n\n
- Ask relevant rating questions:<\/strong> Get answers for different sections of your business with relevant questions. For example, \u201cHow would you rate the support you received?\u201d after a support session or \u201cHow satisfied are you with our onboarding process?\u201d after someone signs up.<\/li>\n\n\n\n
- Add a follow-up question that\u2019s likely to get a response:<\/strong> Try a binary (yes or no) question, an open-ended survey question, or a multiple-choice question like this:<\/li>\n<\/ul>\n\n\n\n
<\/figure><\/div>\n\n\nYou can create multiple-choice questions (and more) using a <\/em>Refiner survey template<\/em><\/a>.<\/em><\/p>\n\n\n\n\n\nLooking for a CSAT survey software?<\/span>\nReach more customers with fully customizable in-app surveys for web and mobile applications and make accurate measurements of your customer satisfaction score.<\/span>\n\nDiscover Refiner\n<\/a>\n<\/div>\n","protected":false},"excerpt":{"rendered":"Are you wondering how often you should send a CSAT survey? Looking for information on the most optimal CSAT survey frequency? I hear stories like this all the time: You, a founder, spent months and months building your SaaS. You put equal or even bigger effort into acquiring customers. And then, when you think everything […]<\/p>\n
Each survey type gives you different information about your business from the customer\u2019s perspective. And there\u2019s a different ideal time for most & best responses to each type of survey.<\/p>\n\n\n\n
(BTW, I already discussed the best time to send NPS surveys<\/a> in an earlier post.)<\/p>\n\n\n\n In the case of a CSAT survey, the best time<\/a> is to send it when an experience is fresh in the person\u2019s mind. <\/p>\n\n\n\n Here are some examples of the best times to send CSAT to customers:<\/p>\n\n\n\n PRO TIP:<\/strong> In most cases, you need to time your CSAT survey manually. However, Refiner<\/a> also offers several ways to automate the process. <\/p>\n\n\n\n For example, you could create an audience segment targeting a specific event – in the case of my example below, it’s the support interaction in the last week. <\/p>\n\n\n Refiner will create a segment based on this criteria that I can use to target very specific users with a CSAT survey<\/p>\n\n\n Over time, as your product evolves and your service gets better; customers\u2019 opinions change. The things they\u2019ve liked in the past might no longer tickle their fancy. The vice versa is also true, you might have improved aspects of your business that customers weren\u2019t too fond of. <\/p>\n\n\n\n And the only way to find out how those changes affect your business and customer satisfaction is by running CSAT surveys regularly. <\/p>\n\n\n\n How regularly? Well, certainly often enough to keep updated with people\u2019s opinions about your product or service, but not too often that the frequency becomes the reason why satisfaction scores fall.<\/p>\n\n\n\n Now, I admit that the above statement might sound too cryptic. So, here are some example scenarios of when you could run CSAT surveys again:<\/p>\n\n\n\n Now, let me be clear about this: Timing isn\u2019t the only factor required to increase the CSAT response rate. So, for the end, let me share with you a couple of tips that will help you improve CSAT<\/a> survey success:<\/p>\n\n\n\n You can create multiple-choice questions (and more) using a <\/em>Refiner survey template<\/em><\/a>.<\/em><\/p>\n\n\n\n\n Are you wondering how often you should send a CSAT survey? Looking for information on the most optimal CSAT survey frequency? I hear stories like this all the time: You, a founder, spent months and months building your SaaS. You put equal or even bigger effort into acquiring customers. And then, when you think everything […]<\/p>\n\n
<\/figure><\/div>\n\n\n<\/figure><\/div><\/div><\/div>\n\n\n\nBut How Often Should You Survey Customers with CSAT?<\/strong><\/h2>\n\n\n\n
\n
Quick tips on running a successful CSAT survey<\/h3>\n\n\n\n
\n