NPS for the relationship
Ask how likely someone is to recommend you, on a schedule to a segment.
Send NPS, CSAT and CES surveys on a schedule or when something happens. Nobody is asked too often.
A team picks a moment (a customer finishes a purchase), who to ask (paid-plan customers not asked in the last 90 days) and where (in the app or by email), then sees the question. By default, the same person is not asked twice in 90 days.
When
A customer finishes a purchaseWho
Paid customers not asked in 90 daysWhere
In your app or by emailWhat your customer sees
How likely are you to recommend us to a friend?
Not likelyVery likely
By default, will not ask the same person twice in 90 days.
Use NPS for a regular check-in on the whole relationship. Use CSAT and CES right after something happens.
A team picks a moment (a support ticket is closed), who to ask (any customer who contacted support) and where (by email), then sees the question. By default, the same person gets at most one survey like this a day.
When
A support ticket is closedWho
Anyone who contacted supportWhere
By emailWhat your customer gets
How well did we solve your problem today?
Not wellVery well
By default nobody is asked more than once a day.
A scheduled survey goes to a segment on a cadence you choose. An event survey starts when your app, Stripe or Zendesk sends an event.
Two rules protect customers from survey fatigue. Both are on from the start.
Relationship cooldown. After a relationship survey such as NPS, a person is not asked again for 90 days by default, across all your campaigns.
Daily limit for event surveys. CSAT and CES surveys follow a limit on how many one person can get in 24 hours, so a customer who writes to support three times a day does not get three surveys.
Change both in your settings.
Each campaign uses one channel. Pick the one your customers open most.
After answering, people see a thank-you message. You write one for each score range. For high scores, add a link to your review page.
See scores by account and over time, then read what people wrote.
The average score dips in week 6, from 8.1 to 6.2. Of that week's comments, 14 are about slow exports, 6 about confusing pricing and 3 about help arriving late. A summary says the score fell mostly because exports got slower.
Average score by week
7.4this week
Dip in week 6
What people wrote in week 6
Slow exports14 comments
Confusing pricing6 comments
Help arrives late3 comments
In short
The score fell from 8.1 to 6.2 in week 6, mostly because exports got slower. It is recovering since.
Group people, for example by company. Pulseri rolls scores up by group and by week, so you see which accounts are slipping before they leave. Theme tags on comments explain each dip.
Voice of the customer for a small team shows how to set up the habit around these reports.
Try Pulseri for 14 days. Set up your first survey in your app or by email.
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