This article will guide you through the steps of using the Satisfaction Index survey. Promoter Feedback survey measures how satisfied customers are with a company’s products, services, or overall experience. By gathering feedback on key aspects of customer interactions, the CSI provides a clear score that helps identify areas for improvement and track satisfaction levels over time.
Instant Insights
With Instant Insights, you can gather quick, anonymous feedback from your team, ask them anything, and view their real-time responses. It’s the perfect tool for collecting instant data and gaining valuable insights!
Comparative Agility offers various templates, among which you can find the Satisfaction Index – Promoter Feedback assessment. To access it, simply:
- Open Instant Insights
- Click on See All in the upper right corner
- Choose a template
- Proceed with the Use Template button
In the short video below we show you how to access Instant Insights templates
To learn more about instant insights, please visit our Help Center article Creating and Managing Instant Insights.
Genuine Survey
Another way of gathering feedback from the customers is sending out one of our Genuine Surveys. Once you create a structure, and you are ready to start sending out surveys, please follow the steps below:
- While on the Structure Screen, locate the team you would like to add the survey to
- Click on Add new capability
- Choose the Satisfaction Index Survey
- Click on the Preview button if you would like to update it
- Once, ready, click on the Proceed button
To learn more about how to create folders and teams before sending out the surveys, please visit our Help Center article Creating Structure.
The short video below shows you how to send out a genuine survey
To learn more about this topic, please visit our Help Center article Sending Surveys.
Satisfaction Index in Reports
No matter whether you used Instant Insights or Genuine Survey, the report will follow the same format. It will include all the questions and answers along with a calculated satisfaction index.
In the short video below we show you how the report looks like
Create your own Satisfaction Index Survey
- Open Custom Capability
- Choose the Start with a Blank Canvas option
- Type in your statement
- Convert it to the Satisfaction Index
The short video below shows you how to create a satisfaction index survey
You can also enable optional comments. This option will give the respondents the possibility to add a comment tied to a specific statement. To enable it, please follow the steps below:
- Navigate to the General button
- Click on the Enable Optional Comments option
In the screenshot below we show you how to enable optional comments
Additionally, create mandatory/optional comment fields. If you would like to have a mandatory/optional comment field that the respondents should fill out, simply:
- Select the statement
- Change the Question Type to Open-ended
- Choose if you would like to make it optional or mandatory
In the short video below we show you how to create a mandatory/optional comment field
To learn more about other options available while creating a custom capability, please visit our Help Center article Creating Custom Capability.
If you ever need any assistance or have any questions please reach out to our support team at support@comparativeagility.com and we will be more than happy to assist you.