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Chapter 3: Getting Customers to Provide 
Feedback
In the last two chapters of our playbook, we covered why customer 
feedback is important and how to write questions to maximize the 
impact of that feedback. For the third chapter, we’re going to discuss 
how to get your customers to answer those expertly crafted questions. 
The question I hear most frequently in the customer feedback industry 
is ‘ how many surveys will I get?’ And that’s a good question – the 
quality of the insights you get from your survey heavily depends on the 
amount of feedback you receive. 
The answer to that question depends on two things: The quality of your 
incentive, and the level of awareness of your survey. Offering a good 
incentive is instrumental in this process – they can be financial, or even 
a donation to charity. The key is this: Not having an incentive isn’t an 
option. 
Then comes the second part – raising awareness. In this chapter, we’ll 
discuss many ways you can invite your customers to take your survey 
using tools you already possess. 
Enjoy! 
2 
Let’s create a better experience 
What we’ll explore: 
ü Selecting the right incentive 
ü Inviting customers to 
provide feedback 
ü Driving awareness for your 
survey 
-Joe Stanton 
CEO - Elevate 
Sole property of Elevate | October 2014
3 
Selecting the Right Incentive
Selecting the right incentive 
4 
Pros And Cons Of Different Incentive Types 
Incentive Type Pros Cons 
Free Products or 
Service 
• Highest response rate 
• Incremental visits 
• Customers may not spend 
money when they return to 
receive free product/service 
• Variable cost associated with 
free product 
Discounted 
Products 
• Good response rate 
• Customers must spend to 
receive 
• Variable cost associated with 
discounted product 
Sweepstakes • Reward is less costly, as not 
everyone gets a ‘prize’ 
• Fixed cost 
• Lower response rate 
• Additional laws to follow 
regarding sweepstakes 
Donation to 
Charity 
• Good response rate 
• Fixed cost 
• ‘Feel Good’ Factor/PR
Selecting the right incentive 
5 
Case Study: No Incentive Is Not An Option 
Surveys Completed 
Per location in 30 days 
4 
30 
Completion rates 
improve significantly 
when incentive is offered 
No incentive $1 off coupon 
Objective 
Increase the number of completed surveys 
per location. 
Solution 
Offered $1 off coupon incentive for anyone who 
completed the survey. 
Results 
Completed surveys went from about 4 surveys 
per location/per month to nearly 30 surveys per 
location/per month – a 650% increase in 
survey responses.1 
}
Selecting the right incentive 
6 
It’s Not Just About The Money 
Donations to charity can drive similar 
response rates to other types of incentives. 
Establish a fixed cost to a customer feedback 
program when donation to charity is used as 
an incentive. 
To ensure the most success with using a 
donation to charity as an incentive, be sure to 
align the charity with the brand. 
A donation to charity incentive generally results 
in more realistic scores, since it appeals to a 
more broad customer base. 
- 59% of surveys will have perfect 
score with charity incentive versus 65% 
from coupon incentives.1 
- 13% of surveys with charity incentive will 
have neutral scores, compared to 7% for 
coupons.1
7 
Inviting Customers to Provide Feedback
Inviting your customers to provide feedback 
8 
More Is Better 
Invite your customers to provide feedback 
through as many channels as possible. 
Your customers use a variety of means to learn 
about your store or restaurant, so it’s imperative 
to meet them where they are. 
Invite customers to take part in your customer 
feedback program using: 
- Receipts. 
- In-store signage. 
- On-premise tablets. 
- Email. 
You can also reach them through integrated 
platforms such as: 
- Mobile pay. 
- Online reservations. 
- Shopping cart (checkout).
Inviting your customers to provide feedback 
9 
Using Receipts 
Printing your survey invitation on a 
receipt lets your customers relay 
important information when it’s 
convenient for them. 
- Print the invitation on every receipt, 
every time. You don’t want to run the 
risk of missing an opportunity for 
feedback. 
- Call out your survey link by 
highlighting it or asking your staff to 
circle it while they tell the customer about 
the survey. 
- Your receipt usually contains all of the 
pertinent information your customer 
needs to take a survey (e.g. when they 
visited, who helped them, the specific 
products they encountered, etc.). 
Your Restaurant 
Location: Anytown, USA 
Server: John Smith 
Time: 12:30pm 
Total Food: $30.99 
Total Bev: $21.49 
Subtotal: $52.48 
Tip: _________________ 
Total: _________________ 
Signature: 
_____________________________ 
We want to hear from you! Tell us 
about your experience at: 
www.talk2us.co/YourRestaurant
Inviting your customers to provide feedback 
10 
Can’t Print on a Receipt? Try These In-Store Options 
Guest check presenters Stickers In-store signage
Inviting your customers to provide feedback 
11 
Using On-Premise Tablets 
Feedback 
Customer Takes 
Survey at Table 
Transactions Resulting in 
Completed Survey1 
vs. 
Best-in-Class 
Mobile Survey Program 
On-premise 
Feedback Program 
Transaction 
Invitation 
Server Hands Tablet to 
Customer & Runs Card 
Incentive 
Email Coupon, 
Sweepstakes, or 
Donation to Charity 
Thanks 
Server Takes Tablet 
and Gives Back 
Credit Card 
The benefits of on-premise 
tablets include: 
- Immediate feedback. 
- More responses, which leads 
to greater accuracy. 
- More second chances when 
things go wrong. 
- Better opportunity to channel 
feedback into the organization 
versus onto review sites.
Inviting your customers to provide feedback 
12 
Using Email Invites 
A well executed email invite campaign should yield 
a 20-30% response rate.1 
There are several factors and best practices that 
should be followed, including: 
- Include an incentive. 
- Send at least one reminder. 
- Branded, short message. Include only one 
call-to-action in the email. 
- Invite people only as often as it makes sense. 
- For example, a coffee shop should invite 
high volume customers once per week 
versus every visit. 
- Give customers the time to have a full customer 
experience prior to emailing the invite.
Inviting your customers to provide feedback 
13 
Integrating With Other Platforms 
Invite customers through the technologies 
they’re already using. 
Your customers are using a variety of 
technologies to interact with your business. 
Meeting them where they already are will make 
giving feedback more convenient, and ultimately 
result in more completed surveys and a better 
experience. 
For a restaurant, integrate your program into 
mobile pay and mobile order 
systems, as well as various reservations 
platforms. 
In the retail space, using the existing 
checkout or shopping cart to invite 
customers to share feedback.
14 
Driving Awareness of Your Survey
Driving awareness of your survey 
15 
Tell Your Customers You Have A Survey 
It’s hard to find something if you don’t know 
to look for it. 
Customers will not find your survey on their own, 
you must inform them. The easiest way to get 
more completed surveys is to proactively let 
customers know how to take your survey. 
- Highlight or circle the information on receipts. 
- Simply ask them! 
- Use in-store signage or eClubs to highlight 
improvements and be transparent about 
scores. 
- Talk about it on your website. 
- Send out invites in post-purchase or purchase 
confirmation emails.
Driving awareness of your survey 
16 
Case Study: My Burger Business Card Invites 
Objective 
Increase the number of survey responses per location 
by creating additional awareness of the customer 
feedback survey program. 
Solution 
My Burger created business cards to hand out with 
each transaction. 
Results 
Survey responses jumped from 20 surveys per 
location/per month to 150 surveys per location per 
month – a 650% increase in survey 
responses1
17 
Coming Next 
In Chapter 4, we’ll explore … 
ü The importance of a champion. 
ü Establishing the right culture. 
ü Aligning with current programs 
and processes. 
ü Motivating for success. 
Chapter 4 coming soon!
18 
Learn more about Elevate… 
Sources: 
1. Elevate Customer Data 
Elevate is the easiest and most affordable way for restaurants and 
retailers to survey customers who recently dined in one of their 
restaurants or shopped in one of their stores. It allows all sizes of 
restaurants and retailers to: 
- Get immediate feedback from real customers; 
- Follow up with upset customers to get them to come back; and 
- Have better conversations about performance. 
- Channel feedback into the organization versus onto review sites. 
Start your free 30 day trial today. There are no setup fees and no 
contracts. 
Learn more about Elevate by visiting www.elevateresearch.com. 
Connect with us: 
Sole property of Elevate | October 2014
let’s create a better experience 
19

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Chapter 3: Getting Customers to Provide Feedback

  • 1. Chapter 3: Getting Customers to Provide Feedback
  • 2. In the last two chapters of our playbook, we covered why customer feedback is important and how to write questions to maximize the impact of that feedback. For the third chapter, we’re going to discuss how to get your customers to answer those expertly crafted questions. The question I hear most frequently in the customer feedback industry is ‘ how many surveys will I get?’ And that’s a good question – the quality of the insights you get from your survey heavily depends on the amount of feedback you receive. The answer to that question depends on two things: The quality of your incentive, and the level of awareness of your survey. Offering a good incentive is instrumental in this process – they can be financial, or even a donation to charity. The key is this: Not having an incentive isn’t an option. Then comes the second part – raising awareness. In this chapter, we’ll discuss many ways you can invite your customers to take your survey using tools you already possess. Enjoy! 2 Let’s create a better experience What we’ll explore: ü Selecting the right incentive ü Inviting customers to provide feedback ü Driving awareness for your survey -Joe Stanton CEO - Elevate Sole property of Elevate | October 2014
  • 3. 3 Selecting the Right Incentive
  • 4. Selecting the right incentive 4 Pros And Cons Of Different Incentive Types Incentive Type Pros Cons Free Products or Service • Highest response rate • Incremental visits • Customers may not spend money when they return to receive free product/service • Variable cost associated with free product Discounted Products • Good response rate • Customers must spend to receive • Variable cost associated with discounted product Sweepstakes • Reward is less costly, as not everyone gets a ‘prize’ • Fixed cost • Lower response rate • Additional laws to follow regarding sweepstakes Donation to Charity • Good response rate • Fixed cost • ‘Feel Good’ Factor/PR
  • 5. Selecting the right incentive 5 Case Study: No Incentive Is Not An Option Surveys Completed Per location in 30 days 4 30 Completion rates improve significantly when incentive is offered No incentive $1 off coupon Objective Increase the number of completed surveys per location. Solution Offered $1 off coupon incentive for anyone who completed the survey. Results Completed surveys went from about 4 surveys per location/per month to nearly 30 surveys per location/per month – a 650% increase in survey responses.1 }
  • 6. Selecting the right incentive 6 It’s Not Just About The Money Donations to charity can drive similar response rates to other types of incentives. Establish a fixed cost to a customer feedback program when donation to charity is used as an incentive. To ensure the most success with using a donation to charity as an incentive, be sure to align the charity with the brand. A donation to charity incentive generally results in more realistic scores, since it appeals to a more broad customer base. - 59% of surveys will have perfect score with charity incentive versus 65% from coupon incentives.1 - 13% of surveys with charity incentive will have neutral scores, compared to 7% for coupons.1
  • 7. 7 Inviting Customers to Provide Feedback
  • 8. Inviting your customers to provide feedback 8 More Is Better Invite your customers to provide feedback through as many channels as possible. Your customers use a variety of means to learn about your store or restaurant, so it’s imperative to meet them where they are. Invite customers to take part in your customer feedback program using: - Receipts. - In-store signage. - On-premise tablets. - Email. You can also reach them through integrated platforms such as: - Mobile pay. - Online reservations. - Shopping cart (checkout).
  • 9. Inviting your customers to provide feedback 9 Using Receipts Printing your survey invitation on a receipt lets your customers relay important information when it’s convenient for them. - Print the invitation on every receipt, every time. You don’t want to run the risk of missing an opportunity for feedback. - Call out your survey link by highlighting it or asking your staff to circle it while they tell the customer about the survey. - Your receipt usually contains all of the pertinent information your customer needs to take a survey (e.g. when they visited, who helped them, the specific products they encountered, etc.). Your Restaurant Location: Anytown, USA Server: John Smith Time: 12:30pm Total Food: $30.99 Total Bev: $21.49 Subtotal: $52.48 Tip: _________________ Total: _________________ Signature: _____________________________ We want to hear from you! Tell us about your experience at: www.talk2us.co/YourRestaurant
  • 10. Inviting your customers to provide feedback 10 Can’t Print on a Receipt? Try These In-Store Options Guest check presenters Stickers In-store signage
  • 11. Inviting your customers to provide feedback 11 Using On-Premise Tablets Feedback Customer Takes Survey at Table Transactions Resulting in Completed Survey1 vs. Best-in-Class Mobile Survey Program On-premise Feedback Program Transaction Invitation Server Hands Tablet to Customer & Runs Card Incentive Email Coupon, Sweepstakes, or Donation to Charity Thanks Server Takes Tablet and Gives Back Credit Card The benefits of on-premise tablets include: - Immediate feedback. - More responses, which leads to greater accuracy. - More second chances when things go wrong. - Better opportunity to channel feedback into the organization versus onto review sites.
  • 12. Inviting your customers to provide feedback 12 Using Email Invites A well executed email invite campaign should yield a 20-30% response rate.1 There are several factors and best practices that should be followed, including: - Include an incentive. - Send at least one reminder. - Branded, short message. Include only one call-to-action in the email. - Invite people only as often as it makes sense. - For example, a coffee shop should invite high volume customers once per week versus every visit. - Give customers the time to have a full customer experience prior to emailing the invite.
  • 13. Inviting your customers to provide feedback 13 Integrating With Other Platforms Invite customers through the technologies they’re already using. Your customers are using a variety of technologies to interact with your business. Meeting them where they already are will make giving feedback more convenient, and ultimately result in more completed surveys and a better experience. For a restaurant, integrate your program into mobile pay and mobile order systems, as well as various reservations platforms. In the retail space, using the existing checkout or shopping cart to invite customers to share feedback.
  • 14. 14 Driving Awareness of Your Survey
  • 15. Driving awareness of your survey 15 Tell Your Customers You Have A Survey It’s hard to find something if you don’t know to look for it. Customers will not find your survey on their own, you must inform them. The easiest way to get more completed surveys is to proactively let customers know how to take your survey. - Highlight or circle the information on receipts. - Simply ask them! - Use in-store signage or eClubs to highlight improvements and be transparent about scores. - Talk about it on your website. - Send out invites in post-purchase or purchase confirmation emails.
  • 16. Driving awareness of your survey 16 Case Study: My Burger Business Card Invites Objective Increase the number of survey responses per location by creating additional awareness of the customer feedback survey program. Solution My Burger created business cards to hand out with each transaction. Results Survey responses jumped from 20 surveys per location/per month to 150 surveys per location per month – a 650% increase in survey responses1
  • 17. 17 Coming Next In Chapter 4, we’ll explore … ü The importance of a champion. ü Establishing the right culture. ü Aligning with current programs and processes. ü Motivating for success. Chapter 4 coming soon!
  • 18. 18 Learn more about Elevate… Sources: 1. Elevate Customer Data Elevate is the easiest and most affordable way for restaurants and retailers to survey customers who recently dined in one of their restaurants or shopped in one of their stores. It allows all sizes of restaurants and retailers to: - Get immediate feedback from real customers; - Follow up with upset customers to get them to come back; and - Have better conversations about performance. - Channel feedback into the organization versus onto review sites. Start your free 30 day trial today. There are no setup fees and no contracts. Learn more about Elevate by visiting www.elevateresearch.com. Connect with us: Sole property of Elevate | October 2014
  • 19. let’s create a better experience 19