Satisfaction Survey: How to create your own survey easily?

Encuesta de satisfacción | Inquérito de Satisfaçao | Satisfaction Survey
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Satisfaction surveys have become popular and nowadays it is very common to receive invitations to fill in short questionnaires after a hotel stay, to buy a product online, to participate in a training programme and in many other situations. The idea is clear. The more satisfied customers are, the easier it is for them to repeat their purchase choice. That’s why more and more companies are introducing the satisfaction survey as a key tool to improve customer and consumer loyalty.

What is a satisfaction survey?

A satisfaction survey is a quantitative study that measures the perception and level of satisfaction that customers, consumers, employees and all types of stakeholders have with the products, services and experiences provided by an organisation. Like any survey, it consists of a questionnaire that is addressed to a sample of people to be answered through the chosen medium, often online, but also through other channels.

Satisfaction surveys provide important benefits to companies that decide to implement them:

  • Objective measurement of the level of customer satisfaction. The survey allows us to know precisely the proportion of people who are satisfied with specific aspects of the company and its services and those who are not. This provides a measure at a point in time that tells us how well we are doing.
  • Identifying strengths and weaknesses. A sufficiently detailed satisfaction survey will allow us to understand which are the most frequent areas of dissatisfaction that we will have to correct. This allows us to implement the necessary corrective measures to improve customer satisfaction. In addition, if we can ask not only our customers, but also our competitors’ customers and compare the data, we can see which brands are the best performers in each area and we can work to close the gap between us and them.
  • Evaluating the impact of performance measures over time. Comparing the results of satisfaction surveys over time allows us to identify how we are progressing and measure the impact of the improvement actions implemented.
  • Designing incentive programmes for teams with higher levels of customer interaction. When satisfaction surveys can be segmented at the level of teams and individuals, it is possible to establish incentive systems that reward those who achieve the best satisfaction indicators. In this way, all staff are oriented towards customer satisfaction, and it is easier for the company to achieve the satisfaction expectations it sets for itself.

Sample of a satisfaction survey

Selecting the right sample for your satisfaction survey will depend on the objectives you want to cover with your study. In some situations, you will have direct access to the sample. For example, if you want to measure customer satisfaction with a telephone service, you can invite them to participate in the survey at the end of the conversation with the operator. And if, for example, you want to measure the satisfaction of e-commerce shoppers with the delivery service, you can invite them by sending them an email once the delivery company informs them that the product has been delivered. In all these cases, the company that wants to organise the satisfaction survey has direct access to the customers.

However, in other cases, the company does not have access to the people it wishes to interview (or not all of them). For example, when a company sells through an intermediary or distributor, it may not have access to the final customer in order to send out a survey. This is one of the reasons why many companies look to consumer panels to sample their satisfaction surveys. The other reason is that through proprietary channels, it is possible to understand how a brand performs, but it is not possible to compare it with the performance of competing brands. This requires interviewing customers of competitors. Again, consumer panels can be an invaluable help in comparing our performance with that of competitors.

Getting a sample from a consumer panel is easy, as they usually collect a lot of information about the characteristics and buying habits of the people on the panel. Whether you are a bank, an insurance company, a telephone operator or an ecommerce company, your panel provider will probably be able to provide you with the sample you need immediately. And if they don’t have information on the category, it is always possible to do a ‘screening’, i.e. send out a few filter questions to a large sample to identify the right people to complete your satisfaction survey.

Satisfaction survey questionnaire

There is no single way to create a satisfaction survey questionnaire, but there are a few methodologies that have established themselves as benchmarks in the field:

  • NPS (Net Promoter Score) surveys. NPS surveys measure the likelihood that customers will recommend the product or service to others. The NPS measurement is based on a single question that is integrated into a survey: ‘On a scale of 0 to 10, how likely would you be to recommend our company/product/service to a friend or colleague? Customers provide a rating on a scale of 0 to 10, where 0 indicates ‘Not at all likely’ and 10 indicates ‘Very likely’. The promoters of NPS surveys argue that this method makes it possible to anticipate the evolution of future sales.
  • Customer Satisfaction Surveys (CSAT). CSAT surveys assess in greater detail how satisfied customers are with a specific product or service. CSAT questionnaires include questions on customer satisfaction with specific aspects of the product or service, such as quality, functionality, price, customer service and so on. Respondents rate their satisfaction on a predefined scale (e.g. from 1 to 5 or from ‘very dissatisfied’ to ‘very satisfied’). The final CSAT score is calculated as the percentage of positive responses in relation to the total number of responses.

Another important factor in defining the questionnaire is the type of target audience.

  • Customer satisfaction surveys. This is the most common case, where the survey is addressed to the brand’s customers (and sometimes to competitors’ customers).
  • Employee satisfaction surveys. Employee engagement surveys collect employees’ opinions about their work environment, company culture, management and other aspects of their work experience.
  • User experience (UX) surveys. UX surveys are used to measure user satisfaction with a website or application, focusing on aspects such as usability, functionality and design.

When creating the questionnaire that suits your needs, you can incorporate various types of survey questions. Rating scale questions are very common in surveys, especially the Likert scale. However, it is good to combine closed and open questions to give customers the opportunity to tell you in more detail about the reasons for their dissatisfaction.

Phases of a satisfaction survey

A satisfaction survey should start – like all surveys – by defining the objectives you want to cover and the answers you want to give. Once you have a list of objectives, you need to write them down in a questionnaire. In turn, the objectives of the study will tell us whether we can interview a sample to which we have direct access or whether we will need to contact a supplier to provide us with a sample of panels and users.

Most satisfaction surveys are done online, although there are exceptions (such as the case of the satisfaction level of a telephone answering service). To do this, you should choose a platform that allows you to both access the sample you need and programme the questionnaire.

Once you have the sample and the questionnaire – which is very important to test to make sure there is nothing confusing or incorrect – you can launch the satisfaction survey in the field. If you use a panel of consumers and users, as they have signed up to participate in surveys, you can have data in a few hours or days. Most research platforms allow you to easily analyse the data, draw conclusions and create the necessary reports to take back to decision-making forums.

Satisfaction surveys with We are testers

If you need to create a satisfaction survey, we can help you with everything. Our team of research experts can advise you on your research objectives and approach. When it comes to selecting your sample, you can use your own customers if you wish, or draw from We are testers’ consumer panel of 130,000 members. To compose the questionnaire, you can use our research platform, which will allow you to include all kinds of questions, filters and logical leaps, or let us do it for you. With We are testers you decide the level of service that best suits your needs.

Ready to get your satisfaction survey up and running? Contact our experts today.

Update date 17 August, 2024

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