{"id":27107,"date":"2020-03-05T16:04:35","date_gmt":"2020-03-06T00:04:35","guid":{"rendered":"https:\/\/birdeye.com\/blog\/?p=27107"},"modified":"2024-02-05T00:33:19","modified_gmt":"2024-02-05T08:33:19","slug":"relationship-surveys","status":"publish","type":"post","link":"https:\/\/birdeye.com\/blog\/relationship-surveys\/","title":{"rendered":"Relationship surveys vs. transactional surveys"},"content":{"rendered":"\n<p>According to the Harvard Business Review, businesses identified as loyalty leaders grow revenue <a href=\"https:\/\/hbr.org\/2020\/01\/are-you-undervaluing-your-customers\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">2.5x faster<\/a> than industry peers. That\u2019s why it\u2019s important to ensure that your current customers are loyal to your business and your brand. In order to create loyal customers, you need to understand what\u2019s working and what\u2019s not with the relationships that you currently have. That\u2019s where relationship <a href=\"https:\/\/birdeye.com\/surveys\/\">surveys<\/a> can help.\u00a0<\/p>\n\n\n\n<div class=\"wp-block-yoast-seo-table-of-contents yoast-table-of-contents\"><h2>Table of contents<\/h2><ul><li><a href=\"#relationship-survey\" data-level=\"2\">What is a relationship survey?\u00a0<\/a><\/li><li><a href=\"#transactional-survey\" data-level=\"2\">What is a transactional survey?\u00a0<\/a><\/li><li><a href=\"#strengths-weaknesses\" data-level=\"2\">Should I use relationship surveys or transaction surveys?\u00a0<\/a><ul><li><a href=\"#h-differences-in-sampling\" data-level=\"3\">Differences in sampling<\/a><\/li><\/ul><\/li><li><a href=\"#recommendations\" data-level=\"2\">Recommendations for relationship surveys\u00a0<\/a><ul><li><a href=\"#h-types-of-questions-to-ask\" data-level=\"3\">Types of questions to ask<\/a><\/li><li><a href=\"#h-how-often-should-i-send-relationship-surveys-out\" data-level=\"3\">How often should I send relationship surveys out?<\/a><\/li><\/ul><\/li><li><a href=\"#strong-relationships\" data-level=\"2\">How to build stronger customer relationships\u00a0<\/a><ul><li><a href=\"#h-identify-potential-areas-of-improvement\" data-level=\"3\">Identify potential areas of improvement<\/a><\/li><li><a href=\"#h-keep-a-close-eye-on-metrics\" data-level=\"3\">Keep a close eye on metrics\u00a0<\/a><\/li><li><a href=\"#h-make-sure-that-every-part-of-your-organization-is-onboard\" data-level=\"3\">Make sure that every part of your organization is onboard<\/a><\/li><\/ul><\/li><li><a href=\"#h-how-birdeye-can-your-relationship-surveys\" data-level=\"2\">How Birdeye can your relationship surveys<\/a><\/li><\/ul><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"relationship-survey\">What is a relationship survey?&nbsp;<\/h2>\n\n\n\n<p>A relationship survey measures a customer\u2019s overall relationship with a brand.&nbsp;Examples of relationship surveys include:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>A survey asking how likely you\u2019d be to recommend a law firm to your friend.&nbsp;<\/li><li>A survey asking how often you visit a restaurant.&nbsp;<\/li><li>A survey asking for your overall level of satisfaction with an e-commerce company.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"transactional-survey\">What is a transactional survey?&nbsp;<\/h2>\n\n\n\n<p>Transactional surveys are meant to measure customer satisfaction with specific touchpoints. Unlike a relationship survey, they are not meant to measure overall satisfaction.&nbsp;Examples of transactional surveys include:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>A survey about your last visit to the dentist.<\/li><li>A survey from Uber asking you to rate your driver.<\/li><li>A survey asking how easy it was to book your last appointment with your healthcare practice.&nbsp;<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"strengths-weaknesses\">Should I use relationship surveys or transaction surveys?&nbsp;<\/h2>\n\n\n\n<p>You might be wondering whether your business should use relationship surveys or transaction surveys. Remember, both have their own strengths and weaknesses.&nbsp;<\/p>\n\n\n\n<p>While a relationship survey is great for determining overall experience, a transaction survey can give you more specific feedback on how you can improve a particular touchpoint. While a customer might love your business, they might not be totally happy with a recent interaction with your customer service team. A relationship survey might not be able to uncover this but a transaction survey can.&nbsp;<\/p>\n\n\n\n<p>So what do we recommend? Use both. Relationship surveys and transaction surveys can complement each other. By improving each one of your touchpoints, you\u2019ll improve your overall relationship with the customer.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-differences-in-sampling\">Differences in sampling<\/h3>\n\n\n\n<p>If you\u2019re planning to send both relationship and transaction surveys, keep in mind that both types of surveys require different sampling methods. Transaction surveys require that you send the survey immediately after the transaction you want to measure took place. The longer you wait, the more customer\u2019s memories will fade, and the less accurate the results you\u2019ll get.&nbsp;<\/p>\n\n\n\n<p>Because relationship surveys seek to measure how your customers feel about your brand overall, there\u2019s less of an immediate need to seek out feedback. For relationship surveys, sample your entire customer base. This will give you a good idea of the overall level of satisfaction with your business.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"recommendations\">Recommendations for relationship surveys&nbsp;<\/h2>\n\n\n\n<p>Want to get started sending relationship surveys? Here are a couple of recommendations to make sure that you\u2019re getting effective feedback.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-types-of-questions-to-ask\">Types of questions to ask<\/h3>\n\n\n\n<p>Ask questions so that you can understand how your customers feel about your business as a whole. Here are a few sample questions that you can ask.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>How likely would you be to recommend (Business name) to family and friends on a scale from 0-10?&nbsp;With 10 being the most likely to recommend. <\/li><li>How can we improve your overall experience with (business name)?&nbsp;<\/li><li>In your own words, describe how you feel about (business name).&nbsp;<\/li><\/ul>\n\n\n\n<p>Typically, we do not recommend sending very long surveys to customers, as this reduces the likelihood that they will actually want to complete them. We\u2019ve found that 3-7 questions are the ideal length for a survey.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-often-should-i-send-relationship-surveys-out\">How often should I send relationship surveys out?<\/h3>\n\n\n\n<p>Some articles recommend that you send relationship surveys twice a&nbsp; year. The idea is that you avoid sending too many surveys and annoy your customers.&nbsp;<\/p>\n\n\n\n<p>Unfortunately, this approach isn\u2019t great for collecting feedback you need to make constant improvements. Measuring overall experience on a regular basis allows you to fix problems before they become bigger issues. We recommend sending surveys as often as possible so that you can get constant data flowing in, which will help you deliver value to your customers as efficiently as possible. Just make sure that the survey software you\u2019re using isn\u2019t sending survey requests to the same customers over and over.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"strong-relationships\">How to build stronger customer relationships&nbsp;<\/h2>\n\n\n\n<p>Once you\u2019ve conducted your first relationship survey, you might be wondering how you can start improving your scores.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-identify-potential-areas-of-improvement\">Identify potential areas of improvement<\/h3>\n\n\n\n<p>Chances are that there are some areas of your business that are weaker than others. Maybe you\u2019re a dental practice with great dentists, but your patients aren\u2019t happy with your front desk. This is where transactional surveys can give you important <a data-type=\"URL\" data-id=\"https:\/\/birdeye.com\/customer-insights\/\" href=\"https:\/\/birdeye.com\/customer-insights\/\">insights<\/a>. Remember, the <a href=\"https:\/\/birdeye.com\/blog\/customer-experience\/\">customer experience<\/a> is made up of customer interactions and <a href=\"https:\/\/birdeye.com\/blog\/orm-tools\/\">customer feedback<\/a> across different touchpoints. Improving one or more touchpoints will lead to an improvement in the overall experience.&nbsp;<gwmw style=\"display:none;\"><\/gwmw><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-keep-a-close-eye-on-metrics\">Keep a close eye on metrics&nbsp;<\/h3>\n\n\n\n<p>Once you\u2019ve identified some potential areas for improvement, keep a close eye on the metrics from your relationship surveys. If your <a href=\"https:\/\/birdeye.com\/blog\/net-promoter-score-explained\/\">net promoter score<\/a> (NPS)is going up, chances are that your efforts are paying off. However, if you see your NPS score go down, you might want to consider rolling back any changes that you\u2019ve made.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-make-sure-that-every-part-of-your-organization-is-onboard\">Make sure that every part of your organization is onboard<\/h3>\n\n\n\n<p>It\u2019s possible that different teams might have their own priorities. While this is to some degree inevitable, this can also lead to customer experience getting neglected. Make sure that every employee buys into the idea of creating a fantastic customer experience. Be sure that everyone has access to metrics like net promoter score and is involved in improving it.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-birdeye-can-your-relationship-surveys\">How Birdeye can your relationship surveys<\/h2>\n\n\n\n<p>Want to start sending relationship surveys? Birdeye\u2019s award-winning survey software can help. Multi-location enterprises use Birdeye to collect feedback, build closer customer relationships, and improve customer experience.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><a href=\"https:\/\/birdeye.com\/resources\/guides\/online-survey-survival-guide\/\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" width=\"1024\" height=\"266\" src=\"https:\/\/birdeye.com\/blog\/wp-content\/uploads\/Birdeye-2021-survey-report-1024x266.jpg\" alt=\"The 2021 online survey survival guide\" class=\"wp-image-30307\" srcset=\"https:\/\/birdeye.com\/blog\/wp-content\/uploads\/Birdeye-2021-survey-report-1024x266.jpg 1024w, https:\/\/birdeye.com\/blog\/wp-content\/uploads\/Birdeye-2021-survey-report-300x78.jpg 300w, https:\/\/birdeye.com\/blog\/wp-content\/uploads\/Birdeye-2021-survey-report-768x200.jpg 768w, https:\/\/birdeye.com\/blog\/wp-content\/uploads\/Birdeye-2021-survey-report-1536x400.jpg 1536w, https:\/\/birdeye.com\/blog\/wp-content\/uploads\/Birdeye-2021-survey-report-810x211.jpg 810w, https:\/\/birdeye.com\/blog\/wp-content\/uploads\/Birdeye-2021-survey-report-1140x297.jpg 1140w, https:\/\/birdeye.com\/blog\/wp-content\/uploads\/Birdeye-2021-survey-report.jpg 1653w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>According to the Harvard Business Review, businesses identified as loyalty leaders grow revenue 2.5x faster than industry peers. That\u2019s why it\u2019s important to ensure that your current customers are loyal to your business and your brand. In order to create loyal customers, you need to understand what\u2019s working and what\u2019s not with the relationships that [&hellip;]<\/p>\n","protected":false},"author":92,"featured_media":27110,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[8553],"tags":[],"class_list":["post-27107","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-survey"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.5 (Yoast SEO v26.5) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Relationship surveys vs. transactional surveys | Birdeye<\/title>\n<meta name=\"description\" content=\"Relationship surveys and transactional surveys are both crucial for improving customer experience. 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