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Customer Research Survey

A customer research survey is a strategic tool used by businesses to gather insights directly from their customers.

It helps organizations understand customer preferences, satisfaction levels, and expectations to improve products, services, and overall customer experience.

What is a customer research survey?

A customer research survey is a systematic method of collecting feedback and data from customers about their experiences, opinions, and preferences related to a product, service, or brand.

These surveys are designed to capture insights that can inform business decisions, marketing strategies, product development, and customer service improvements.

Why do companies conduct customer research surveys?

Companies conduct customer research survey for several reasons:

  • To understand customer needs and expectations: Companies use surveys to gain direct insights into what their customers truly want, need, and expect from their brand or products.
  • To measure customer satisfaction: Surveys help businesses evaluate how satisfied customers are with their services, products, or overall experience.
  • To identify pain points and areas for improvement: Feedback collected through surveys highlights specific issues or challenges customers may be facing.
  • To improve products and services: The insights gained enable businesses to make data-driven improvements to enhance product offerings and service delivery.
  • To guide strategic business decisions: Survey results support better decision-making in product development, marketing, and customer engagement strategies.
  • To boost customer loyalty and retention: By addressing feedback and showing that customer opinions matter, companies can build stronger relationships and improve loyalty over time.

How to create a customer research survey?

To create an effective customer research survey:

  1. Define the objective: Be clear about what you want to learn (e.g., satisfaction, feedback, improvement areas).
  1. Choose the right survey type: Align your survey format with the goal (e.g., NPS for loyalty).
  1. Select a platform: Use tools like Google Forms, Typeform, SurveyMonkey, or Qualtrics.
  1. Write clear questions: Keep them concise, unbiased, and relevant to the objective.
  1. Use a mix of question types: Include multiple choice, Likert scales, and open-ended questions.
  1. Test the survey: Run a pilot test to check clarity and technical functionality.
  1. Distribute effectively: Share via email, SMS, in-app prompts, or website pop-ups.
  1. Analyze and act: Collect responses, identify trends, and use findings to improve offerings.

What are the best practices for conducting a customer research survey?

  • Be clear and concise: Keep questions short and easy to understand.
  • Respect respondent time: Limit the survey to a reasonable length (5–10 minutes).
  • Use neutral language: Avoid leading or biased wording.
  • Ensure anonymity and privacy: Let respondents know their data is secure.
  • Time your survey well: Send at optimal moments (e.g., post-purchase or after support interaction).
  • Incentivize participation: Offer rewards or thank-you notes to increase response rates.
  • Follow up action: Share outcomes or changes based on survey feedback to build trust.

How often should companies conduct customer research surveys?

Companies should conduct customer research surveys at key intervals and events to gather relevant insights and improve decision-making.

  • Regular intervals based on business needs: Conduct surveys quarterly, bi-annually, or annually, depending on how often customer preferences shift.
  • After key touchpoints or events: Send surveys after purchases, service interactions, or events to capture timely feedback.
  • During product or service updates: Use surveys to gauge reactions when launching new features or updates.
  • When entering new markets or campaigns: Gather insights to guide strategies for new audiences or marketing efforts.
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