How to design and conduct NPS survey

NPS still remains one of the most popular methodologies for measuring customer satisfaction and loyalty. It is simple to use and easy to interpret. The methodology was first described in 2003 in the Harvard Business Review by Frederick F. Reichheld in the article “The One Number You Need to Grow“. Since that time it evaluated. Currently, there are many different variants of the NPS question, with different scales (0-5, 1-5, 0-10, and 1-10) and slightly modified wording.

We have prepared a practical guide for you. Below you can read how to start measuring NPS in your organization.

STEP 1. Create survey

Start your work by creating a survey. You can use our ready-to-use survey templates or create a survey from scratch by yourself.

1. Press + ADD SURVEY button.
2. Press + CREATE NEW SURVEY button or select one of the survey templates.
3. Edit survey if needed and add metrics. If you have used one of our templates, the metric for the NPS question is already there.

STEP 2. Collect responses

Decide how do you want to communicate with your customers or users. You can send surveys periodically, e.g. once a month to a selected group of customers or always after a certain event (e.g. sales closed in your small business CRM system).

1. Press  COLLECT RESPONSES, in order to go to the survey collectors.
2. Press + ADD COLLECTOR button and select the collector type.

STEP 3. Analyze results & close the loop

This is the most important stage of any research project. Measuring NPS only makes sense if you are able to make use of the data – respond and improve customer experience based on the received feedback. SurveyLab allows you to analyze results in real-time. This means that the reports are ready to use as soon as you collect the first response.

1. Press Analyze results, to go to the reports.
2. Press  REPORT button, to go to the selected survey report.