What’s On Your Customer Experience Governance Checklist? Three Must-Haves

The term “customer experience (CX) program” refers to an immensely broad concept. But at the same time, a “customer experience program” encompasses countless daily actions and processes. How do you keep track of all your efforts? And what do you need to do to keep them going? That’s where a customer experience governance foundation comes in—and more specifically, where this governance checklist we put together for you becomes the most useful.

Think of it as the ultimate cheat sheet you need to ensure that your program is meeting all the standards it needs to make an impact. If you are able to cross off all the elements, you’ll be able to put in place the right framework—allowing your organization to continuously match your customers’ needs. Additionally, you’ll bring everyone together towards a consistent company mission. To help you start off your own CX governance checklist, let’s take a look at three must-haves:

Must-Have #1: Defined CX Leaders

Customer experience governance begins with a dedicated council to support your ongoing program’s initiatives and efforts. The key here is inviting a diverse range of stakeholders to the larger CX conversation. What should each team contribute and receive so that the program is distributing significant value across the board? 

Not only is enabling leaders important to understanding the needs of the business and customers, but it also establishes a successful foundation for cross-business communication. The worst you can do for your program is to set it in a silo where no one is being heard. Customer experience improvement should be a company-wide investment because it can make a company-wide impact.

Must-Have #2: CX Program’s Rules and Regulations

Without rules and regulations, your CX governance structure will collapse. Clearly mapping out your program’s goals, outcomes, KPIs, etc. on a realistic timeframe sets you up for success. Teams across the business will be more enthusiastic and determined to overcome challenges if they’re directly involved in the planning process. Rather than someone from the outside demanding that a team meet certain KPIs by a certain time; it’s more likely that employees will be able to deliver on those requests through the support and understanding of their manager’s personal engagement with the program. And that’s how a healthy CX culture can be cultivated in the workplace—with a healthy customer experience governance foundation.

Must-Have #3: Ongoing Inspiration for Teammates Across the Company

Oftentimes, there needs to be an even greater push to drive a CX program to the forefront of your business initiatives. For that to happen, you need to broadcast what your program is, the value it produces based on concrete data or customer stories, and how it’s working wonders for customers. The more teams on board with your program will help sustain it in the long run and produce greater results. 

There are endless ways to share customer experience with and inspire your teammates—whether it’s an elevator pitch presentation of why a CX program matters or sending consistent updates of how the program is making impactful changes among your customer base. You might need to think a little creatively as each industry operates differently. But there are no shortage of avenues to reach the employees who would support your cause through and through.

Now a Customer Experience governance checklist isn’t a static one. It calls for continuous revision, additions, and hopefully completions! So this isn’t the end. There are probably countless boxes you can think of right now that need to be filled. Get a headstart adding to your checklist today by reading the full white paper where we give an in-depth look at what will make your program stick.

The Cost of Deprioritising Customer Experience During Tough Times

It’s no secret that the Head Of Operations and the Head Of Customer Experience often have differing priorities. This happens because each party, due to their experience, sees the business through a different lens. In fact, COVID-19 has further encouraged most businesses to prioritise a more operational lens, decreasing their focus on the customer experience. As things begin to open up, however, this lack of emphasis on creating positive customer experiences could prove to be problematic as the care a company has put into CX initiatives during this pandemic will surely affect their business post-pandemic.

My name is Justin Rehayem, Head of APAC Solution Designer at InMoment, and I’ve seen this first-hand. To be clear, I do not believe that businesses prioritising operations over customer experience the past few years means that they do not care about the customer experience. However, decreasing CX initiatives in the short term can truly cause some long term effects, especially when it comes to customer churn. 

We can’t change the past, but what we can do is learn from it. When future times of crisis present themselves (as they’re sure to do) we as CX professionals can carry forward this lesson: that both operations and customer experience need to be prioritised in order to make it through hard times. 

Balancing Operations and Customer Experience: A Case Study

To get a better look at this concept, let’s analyse a policy at an ANZ airline.

First, some context for our international readers. New Zealand’s international border remains closed to the world until at least April 30th 2022, with arrivals having to undergo a 14 day hotel quarantine. In April 2021 however, New Zealand entered into a quarantine free travel agreement with Australia leading to a surge of flight bookings throughout 2021 and into 2022. Unfortunately, due to the rise of the Delta variant, this quarantine free travel agreement was short lived. With quarantine back on the table, as you would expect, airlines had to cancel their international flights and offer credits or refunds to their customers. 

But what about domestic flights within New Zealand? You would expect those to be converted into a credit as well since the international visitors cannot enter the country and board the plane. Well, not all airlines agree. Some airlines took a stance that since domestic borders are open, and since the domestic flight can take off, then ‘normal fare rules apply.’

An operations leader might view this situation as the customer’s fault since the international visitor chose not to purchase a flexi fare. Therefore, they should not be entitled to a credit, and must pay the change fee of $50 if they wish to move their flight.

What complicates the policy above is the fact that now there is no certainty when New Zealand’s international borders will open quarantine free, what with the rise of the Omicron variant and nations reverting back to lockdown measures. So what does an international visitor do? Do they change their flight to a future date and pay $50? And risk paying another $50 if the borders are not opened, or just forfeit their airline ticket all together?

Whatever they choose, I can tell you with certainty that when customers have a negative experience, they develop a negative perception of the brand. And this negative perception doesn’t stop with one person, research indicates that an individual’s negative experience with a brand is shared with at least five other people. 

A customer-focused policy will view the long term impact this policy can have on a customer’s lifetime value and compare it against the financial impact that a customer centric policy will have on the business. This must be at the root of their reasoning as they advocate for the customer, showing the financial impact of both operations-focused and customer-focused policies side by side. Why? Numbers are the universal cross-functional language spoken by the CEO, CFO, and COO. 

What Is the Financial Impact of Customer Churn?

As an example, let’s quantify the possible financial impact to an airline with a less customer-focused policy.

You probably will have gathered by now that I am one of those unlucky customers that have been impacted by the policy having lost $260 on two economy tickets. My partner and I fly at least twice a year to visit family, and you probably can guess by now that I won’t be flying with an airline that doesn’t have customer-focused policies in place. And at $600 a return flight per person, that equates to $2400 in lost revenue per year I choose to fly with a competitor. 

Remember how I said that an individual’s negative experience with a brand is shared with at least five other people? Well in my case that number is around 100—since I have around 100 international guests flying overseas for my wedding. With airline tickets so competitively priced, who do you think they will be flying with? So assuming that all my guests follow through on their promise to book a customer-focused airline, then that’s already $60,000 in lost revenue. 

So what did this airline gain from deprioritising the customer experience? In my specific circumstances, they may have gained back my forfeited economy flights for $260, but they also forfeited $62,400 in lost revenue over the next 12 months. If the business had offered its international visitors a flight credit for their domestic flight, what would they have lost? The answer is not much, especially compared to the cost of a disgruntled customer.

Wrapping Up: Customer Churn Is Always Costly to Businesses

It’s important for businesses to take into account customer stories like this one when designing policies. A policy focusing that deprioritises customer experience has the potential to cost your business big time when it comes to recurring revenue.  

To learn more about customer churn and its impact to your business, check out this article, “Understanding the “Why” Behind Customer Churn”

3 Ways to Capture Non-Purchaser Feedback to Improve Experiences

When it comes to collecting feedback, of course we want to hear what our actual customers have to say about their experience. But, what about those individuals who have yet to make a purchase? Without a transaction, these non-purchasers won’t receive an invitation to take a survey—but, their experience is just as important to listen to and understand. In fact, non-purchaser feedback can offer you additional perspective that you wouldn’t get otherwise.

Non-purchaser feedback is valuable for many reasons—it can help point your brand to the reasons why customers might not be completing transactions as well as help you discover critical experience gaps in the customer journey

Here are three customer experience (CX) solutions you can use to connect with and understand the experience of non-purchasers:

Solution #1: Use a Digital Intercept on Your Website

One of the most prominent solutions is to use digital intercepts on your website. An example of this is Foot Locker—this retail brand uses an ‘always on’ listening tab on their homepage that collects feedback from both customers and non-purchasers. 


When it comes to connecting with customers that haven’t completed a purchase, digital intercepts are a creative solution for collecting feedback. For example, Foot Locker uses a web survey that pops up in an iframe after customers browse for more than five minutes, if they abandon their cart items, or if they return using the same IP address multiple times without completing a transaction. 

These are all opportunities to engage with your customers and better understand their experience, allowing you to better inform your business on what actions need to be taken to improve these experiences—and improve conversation rates.  

Solution #2: Encourage Employees to Invite Non-Purchasers to Participate 

Because the employee experience (EX) is tied so closely to the customer experience (CX), of course we recommend to involve your frontline staff as much as possible in your overall CX program. These employees can be your greatest asset when it comes to connecting with non-purchasers. 

Many retailers use posters throughout the store to encourage feedback, and others will hand out QR codes on cards to shoppers if they leave empty handed. Simply asking staff to promote the feedback program to both customers and non-purchasers will boost the volume of feedback and insights for your business, and help you understand more about the in-store experience gaps and opportunities to improve. 

Having a CX program that incorporates the voice of employee is a modern day ‘must’. Make sure you have an easily accessible channel for your employees to share the feedback that they are hearing from customers each day. It is far too valuable to ignore! 

Solution #3: Consolidate Your Solicited Customer Feedback with Your Unsolicited Social Feedback

Let’s face it, 80% or more of the customer feedback you’ll collect will come from customers, people that have made one or many purchases from your brand. A channel that is already rich in non-purchaser feedback is social. There are loads of reviews that exist today about your brand, about your website, or about the in-store experience that a non-purchaser has already shared. If you are reading and acting on these already, that’s terrific. 

The next step is then to consolidate all this rich non-purchaser feedback into your broader CX program. Having all your feedback in one location improves your level of understanding, broadens the range of customers you’ll hear from and leads to much clearer decision making across the whole of your business.

Three Steps Chevron Federal Credit Union Took to Reinvigorate its CX Program

Stagnant NPS scores. Data silos. Slow response rates. Chevron Federal Credit Union realized it needed a change. As a not-for-profit, member-owned organization, Chevron Federal Credit Union’s mission is to provide the highest level of personalized service to customers. But when it became difficult to effectively measure and improve experiences, Chevron Federal Credit Union partnered with InMoment to create a holistic strategy for its customer service initiatives—and were able to power some incredible results.

Here are the three steps Chevron Federal Credit Union took to reinvigorate its customer experience (CX) program:

Step #1: Streamline Surveys to Align CX Objectives Across the Business

Instead of sending surveys irregularly without a clear plan, Chevron Federal Credit Union began to streamline its surveys for a more integrated approach. Developing and sequencing surveys takes preparation, so this meant Chevron Federal Credit Union had to align its many business sections to set a precedent for consistent survey sendouts. Even though the surveys were unique to its department, Chevron Federal Credit Union’s partnership with InMoment gave them the opportunity to combine data from across the board. This holistic view of their data allowed them to understand how different sources of information were informing one another and telling a greater story.

Step #2: Implement Advanced Text Analytics to Enable Closed Loop Feedback

To enable closed loop feedback, Chevron Federal Credit Union implemented the technology platform’s advanced text analytics capabilities. This allowed the organization to capitalize on the data collected from the new survey approach. With the ability to automatically collect, normalize, and analyze open-ended survey responses as well as online comments and reviews, Chevron Federal Credit Union was able to immediately identify the areas in which to take action. Unified survey management and customized dashboards could support all of Chevron Federal Credit Union’s customer experience objectives going forward—and so the next step was obvious.

Step #3: Turn Member Feedback into Experience Improvement

With more than 110,000 members in eight states, how do you turn survey data and feedback into efficient action? Chevron Federal Credit Union integrated the platform with the Salesforce case management solution so that the right people would be instantly notified whenever a customer gave a low survey score. Before it’s partnership with InMoment, it took Chevron Federal Credit Union a few weeks to process survey data and present that information to front-line managers and employees. Now, case management allows for actionable responses within the same day a survey is submitted. Having a reliable follow-up procedure helps Chevron Federal Credit Union maintain its vision to provide members with the quality service that keeps them coming back year after year.

Making Meaningful, Long-term Improvements

Chevron Federal Credit Union overcame customer experience problems many businesses struggle with: turning survey metrics to meaning, systematizing structured and unstructured data, and providing excellent customer support.

Here’s what Chevron Federal Credit Union’s President and CEO John Berlin had to say:

“We realized that to improve our NPS score and other metrics, we needed to move beyond the basic survey tools we’d been using to create a more modern, cohesive, and data-driven customer experience program. This was a big, ambitious step for us, so we knew we would also need an experienced, capable CX partner to help us get there.”

This success story can be your success story too. Read the full case study to learn more.

3 Factors to Consider if You Have a CX Incentives Program

Though customer experience (CX) programs are always changing and evolving, one element that many brands constantly consider is whether to add a CX incentives program to those initiatives. 

On its face, such a program may seem quite straightforward—directly reward experience outcomes or add incentives to existing programs, and you’re good to go. However, there are actually quite a few factors that organizations need to look at while weighing an incentives program, not the least of which is ensuring that such programs aren’t subject to abuse or distortion (check out this eBook to read about the cons of incentivizing your CX program). We’ve put together a few lenses through which to view CX incentives. Let’s go through them!

  1. Behaviors
  2. Feedback-Based Incentives
  3. Incentivizing Existing Behaviors

Lens #1: Behaviors

This lens is fundamental to any rewards program because it challenges you to consider which behaviors you’re trying to change. Perhaps more importantly, in whom are you trying to change those behaviors? Taking a behavioral magnifying glass to a potential rewards program helps define its purpose. At the same time, though, brands need to be mindful that behavioral reporting can be skewed. Consider that possibility as you establish which behaviors you’d like to see change and how such changes are reported; that consideration goes a long way toward skew-proofing your CX incentives. 

Lens #2: Feedback-Based Rewards

This question is a bit more specific to EX initiatives, but we’ve seen it come up a lot when working with clients on their rewards programs. It’s hardly uncommon for organizations to reward employees, but whether you’re incentivizing above-and-beyond behavior or encouraging higher engagement, there’s always the risk that some reporting could be exaggerated. The best way to sidestep this potential obstacle is to base your incentive rewards on customer feedback. It’s a pretty safe bet that your employees deserve recognition if the insistence on it is coming directly from your customers!

Lens #3: Incentivizing Existing Behaviors

Most CX incentives programs are built with the goal of changing or improving certain behaviors in mind, but what about staying the course? If your brand is in a good place right now (i.e., most of your employees are passionate about your organization’s mission and you’ve formed bold, human, and invested relationships with your customers), there’s nothing wrong with incentivizing everyone to just keep doing what they’re doing. Even if you see room for improvement in your CX or EX spheres, incentivizing existing behaviors can help provide a good foundation for rewards initiatives before taking things higher. As always, though, remember to consider how that behavior is being reported and how else it could be tamper-proofed.

The Next Step

Considering the purpose and effectiveness of your CX incentives program is of obvious importance, but what else do organizations need to strategize as they build or refurbish such initiatives? Additionally, how can incentives programs help directly stimulate meaningful change and Experience Improvement (XI)? 

Click here to read our full-length white paper on the world of CX incentives programs, in which expert David Ensing considers these initiatives from every angle and presents a carefully researched perspective you can leverage.

Digital Intercept: How to Collect Customer Feedback Without Ruining the Experience

We’ve all been there. You’re shopping for something online and you start to compare options on different websites. You’re excited to explore a particular item, but as soon as you click into the brand’s website, a little window pops up asking you what you think of the website experience. “What experience?” you think. “I barely just entered the page!”

This little pop-up window is more commonly known in the customer experience (CX) industry as an intercept or digital intercept. Though the use of a digital intercept has great intentions, the unfortunate truth is that it can often harm the customer experience more than it improves the experience. 

How Traditional Intercepts Damage the Experience

The ultimate goal of digital intercepts should be to get valuable feedback about your website and user experience so you can innovate and improve; however, some common practices can actually be perceived as intrusive, ill-timed, or irrelevant.

  1. Intrusive

When a customer is casually perusing a site, a random pop-up can feel intrusive to the overall experience; they can feel hassled or like their interaction with your site has been interrupted. Ultimately, what may have been meant as a well-intentioned prompt can feel invasive and could cause a customer to abandon your page.

  1. Ill-timed

If a survey window pops up as soon as a customer arrives at your homepage, your customer has not been able to get a good look at the full page, much less get an impression of how it functions or if they have any suggestions. Therefore, they most likely won’t have much feedback to give you—if they choose to participate in the survey at all. 

  1. Irrelevant

Traditional practices with intercepts are one-size-fits-all; very rarely are they customized to ask the right questions at the right time. This lack of customization means the questions asked are not directly relevant to a customer’s individual experience, leaving the brand with shallow feedback that won’t make a real difference.

What Are Best Practices for Digital Intercepts? 

The end goal of an intercept is not about collecting as much data as possible, but about giving customers the opportunity to provide useful data at the right time.

Here are some suggestions on how brands can do just that: 

Don’t: Create One-size-fits-all Intercept Surveys

Do: Map Out Possible Site Pathways for Customization

Instead of drafting one intercept survey to serve your entire site, consider all the different touchpoints you want to collect data from and then craft questions.

  • Keep in mind how users are browsing your site and craft intercepts around that information. For instance, a feedback tab may be perfect for desktop users, but it’s far too small in size for mobile users. Consider using a banner on your mobile site instead.
  • Be creative! Triggers can be used together to target specific user groups for feedback. For example, if you want to collect more feedback from customers in a specific state, you can set a trigger based on IP addresses.

Don’t: Ask Unnecessary or Irrelevant Questions

Do: Gear Questions Toward the User’s Specific Experience

In order to get the best feedback possible, you have to ask the right questions about the right experience for each type of customer. For instance, a question asking about the checkout experience would be irrelevant to a customer who has yet to make a purchase. Instead, set a trigger for an intercept to appear for a customer with a few lingering items in their bag to learn why they haven’t taken the plunge. 

  • Keep it simple. Surveys that are too long are less likely to be completed and also take away from the user experience. Try to keep it to a few high-quality questions so you can get the information you need without losing your customer’s attention.
  • Revisit the map of possible visitor pathways you created to help prescribe questions to specific user situations. The more tailored your questions can be to a customer scenario, the better. For example, you can ask specific questions targeting those who use the mobile site in order to improve the mobile design and experience.

Don’t: Have Something Pop Up Right Away

Do: Give Customers Time to Provide Informed Feedback 

The phrase “garbage in, garbage out” is especially relevant when you’re collecting data; if you aren’t collecting quality feedback, your insights won’t create real business impact. This is why it’s especially important to give your customers the opportunity to navigate your site before asking them to give you feedback.

  • Strategically place a feedback tab or another always-available channel on the website for instant feedback. This way, customers have the ability to provide you with feedback outside of the triggers you’ve set up.
  • Set up an intercept for customers who have lingered on the site for some time but haven’t made a purchase or reached out. This allows you to check in and see if they have any questions or concerns.

Enhance, Don’t Interrupt

Whenever you set up an intercept survey on your website, you should ask yourself if it will enhance or interrupt your customer’s experience. If you seek to enhance the experience with every question, you are well on your way to the best feedback, insights, and positive business impact.

Digital Customer Experience: The Value of “Slamming” Your Assumptions

In the world of experience (especially when we’re talking about digital customer experience), we’re constantly making predictions or hypotheses about what the customer is expecting from their experience. And whether we’re making a change to the website, opening a new store, or debuting a new product, that prediction will either be right or wrong. 

When we’re wrong, or surprised, it can be easy to feel like we have failed. But in reality, these moments are really opportunities to slam our assumptions, dive into our feedback data, and improve experiences.

This is exactly what we discussed at a recent event with InMoment client Julie (JB) Booth, Head of UX/CX at Columbia Sportswear. In that presentation, JB walked us through how she and her team put their beliefs about in-person and digital customer experience expectations into perspective, use CX tools to dive in and test assumptions, and finally create a culture with an opportunity mindset.

In today’s post, however, we’ll walk through the steps of an exercise JB calls an “assumption slam,” so you can take this process back to your team and use it to test any assumptions of your own. Let’s get started!

How to “Slam” In-Person & Digital Customer Experience Assumptions

You know the old saying, “If you assume, you’re making an ‘a**’ out of ‘u’ and ‘me’.” And it’s true! If you are assuming you know exactly what the customer expects out of their experience, you are not truly serving them. Instead, you need to operate on the theory of falsification: to have a great hypothesis, you need to be willing to prove yourself wrong. And that’s where an “assumption slam” comes in handy.

Step #1: Gather Your Team & Select a Topic

The first step in an “assumption slam” is to select a specific topic. If you were to select a broad topic such as “the digital customer experience,” it would be hard to create a thorough list. That’s why JB suggests a more specific theme, like how a specific customer segment navigates your website. 

Step #2: Give Your Team Permission to Assume

Next, you need to give yourself permission to assume. Oftentimes, it can feel embarrassing to believe something based on instinct, without having looked into whether that belief is qualified by any data. That’s why it’s so important to let the team know there is no pressure to back up any claims they speak. This kind of behavior is most effective when modeled by team leaders; if the leader is willing to be vulnerable and talk about their assumptions, it gives the rest of the team permission to do the same.

Step #3: List Out Assumptions

Grab a white board and start listing out any and all assumptions! Don’t feel the need to be neat and organized yet—that will come later. Right now, you are primarily trying to get all the assumptions about the in-person or digital customer experience out in the open. You might even find that multiple team members have been operating under the same assumptions. 

Step #4: Map Out Assumptions by Risk & Testability

Now it’s time to get organized. Draw two intersecting axes, labeling one “risk” and the other “testability.” Once you’ve done that, as a team, map each assumption along the axes. This allows you to gauge priorities. Those assumptions labeled as “high risk, high testability” will be the first you want to dive into. 

Step #5: Dive into Assumptions with Impact

You’ve identified the “high risk, high testability” assumptions your team has about your focus subject, but what do you do now? Well, you get testing! Start with the assumption with the most risk and highest testability and develop a plan for how your team can test that assumption. Then you can work your way down your list until you no longer have assumptions—until you have concrete facts about the way your customers behave and what they expect from their in-person and digital customer experience.

Testing Your Assumptions—and Acting on the Results

Want to learn more about how you can take the results of your assumption slam and then take action to improve your experiences? You can watch the full webinar with helpful tips and tricks here! 

The Employee & Customer Experience Framework for Improvement You Need in 2022

Every year, we at team InMoment like to look back and reflect on what we’ve learned about employee and customer Experience Improvement, and then put those top learnings into a “cheat sheet” of sorts for our readers. Building a customer experience program that helps you to differentiate from the competition is difficult—that’s where InMoment’s customer experience framework, the Continuous Improvement Framework comes in. This employee and customer experience framework will provide you with some of the best practices in the business to help you get the most out of your customer experience program.

So, sit back and read on to learn how our customer experience framework can benefit your business!

What Is a Customer Experience Framework?

As a starting point, it is important to define what a customer experience framework is. 

A customer experience framework is a set of processes a company implements in conjunction with its customer experience program to help the program be as successful as possible in its efforts to improve the customer experience, create a customer-centric culture, and positively impact the bottom line. It is like an map that you follow as you go through all the steps of gathering feedback from customers and improving processes based on the feedback.

Without a customer experience framework, it is hard to get consistent results you want. But with a customer experience framework, you’ll be able to make your CX program consistently successful, and adapt your program to scale and evolve with your company, customers, and the greater market.

The Continuous Improvement Customer Experience Framework

Your Path to Employee & Customer Experience Improvement Success

The key to InMoment’s customer experience framework, the Continuous Improvement Framework, is to move beyond merely monitoring employee and customer feedback. Instead, experience professionals need to focus on using that feedback to inform action plans. Customer narratives are a goldmine for companies looking to eradicate superficial and deep-seated problems. Their feedback allows you to identify issues, define remedies that positively impact the bottom line, and ultimately create more meaningful experiences.

Brands can achieve all of this by sticking to a simple, five-step  customer experience framework that we call the Continuous Improvement Framework: define, listen, understand, transform, realize.

Continuous Improvement Framework for employee and customer Experience Improvement

Step #1: Design

When folks start up their employee and customer Experience Improvement programs, they’re often tempted to start listening right off the bat. However, it is absolutely essential that experience professionals design their programs before they launch listening posts. 

Here are some notes from InMoment expert Andrew Park about the first step of the customer experience framework, design:

“Listening to customers is obviously an integral part of any well-built experience program, but it isn’t enough on its own, especially when brands don’t truly know what they’re listening for. Listening broadly can be helpful, but far more useful is the capability (and the willingness) to listen purposefully.

There are mountains of data out there, and the only way for companies to own the moments that matter (when business, customer, and employee needs intersect) and thus achieve transformational success is to figure out how to listen purposefully. That’s why it’s important for brands to design their experience program’s goals, objectives, and other factors before turning the listening posts on.”

Want to read more from Andrew? Click here to access “Why ‘Just’ Listening to Your Customers Isn’t Enough”

Step #2: Listen

Now that you know what you’re listening for, you can start setting up your listening posts. And whenever most of us think about employee and customer listening, we tend to also think about surveys. But what are the best practices and philosophies successful listening programs follow?

Here’s Andrew Park again:

“Traditional forms of listening usually involve long-winded surveys that focus on single points within brand channels. These surveys may also take a spray-and-pray approach, asking about everything the brand cares about—but that customers may not. Finally, brands may also spend too much time focusing solely on solicited customer feedback, which results in fragmented data. Fortunately, brands can be more versatile when it comes to collecting feedback.”

Want a succinct look at how to achieve meaningful survey listening? Get the four steps you need to follow in “How to Achieve Meaningful Listening Through Surveys”

Steps #3: Understand 

You’ve collected data at strategic touchpoints using best practices. Now it’s time to leverage analytics to get to the actionable insights in your data. That’s when text analytics come into the picture. 

Text analytics are vital to your brand’s ability to understand your customer and employee experiences. You can have listening posts across every channel and at every point in the customer journey, but if you don’t have the best-possible text analytics solution in place, your ability to derive actionable intelligence from that data is essentially moot. And your ability to create transformational change across the organization and drive business growth? That’d be a non-starter without effective text analytics. Without them, all you have is a score, not any context or information on what actually went well or needs improvement.

It’s obvious that text analytics are vital, but in an industry full of jargon, claims about accuracy, and a huge amount of conflicting data, how can you tell what solution attributes will be the best for your company?

Learn everything you need to know about text analytics in this eBook.

Step #4: Transform

In our experience, we’ve found that the hardest step for programs to conquer is going from insights to action—and therefore, to transformation. This is also arguably the most important step in the employee and customer experience framework. 

Transformation is an important step of the process not just because brands can actively improve themselves, but also because it’s what your customers expect is happening. Customers wouldn’t provide feedback if they didn’t expect brands to do something about it, so bear this in mind when working toward providing the best experience for them.

So how do you go from insights to transformation? Learn the process in this article.

Step #5: Realize

This is what you’ve been building toward all along: realizing employee and customer Experience Improvement. But what does true success look like? How do you prove it to your business stakeholders? 

Here are some thoughts from InMoment XI Strategist Jim Katzman:
“Realizing success occurs when you can evaluate how well your program is hitting goals and when you can quantify the results. Even if you don’t hit a homerun against all your goals, evaluating what you have achieved—and what you haven’t—still gives you a great idea of what exactly about your program might need tweaking.

There’s another, more profound way to evaluate your experience program’s impact on the business, and that’s through the lens of four economic pillars. The handy thing about our model is that it’s broad enough to be of use to any company regardless of size, brand, or industry while also giving experience practitioners a foundation from which to evaluate additional financial metrics.”

Want to learn about the four economic pillars and other ways to quantify program results? Read Jim’s full piece here.

A World of Possibilities

With the right mindset and a proven employee and customer experience framework for success in place, the possibilities for your employee or customer experience improvement initiative are truly endless this next year.

With that, we’d like to say happy holidays from our team to yours!

Apple Is Tightening Privacy Regulations: What Does This Mean for CX Practitioners?

You might have seen Apple’s latest announcement about their updated privacy regulations, which gives users even more power to control which apps and websites are able to collect their personal information. Apple announced it is cracking down, protecting data from third parties, checking up on app privacy, and enhancing internet privacy.

For instance, a new feature in the Mail app, Mail Privacy Protection, stops senders from using invisible pixels to collect information about the user. This helps users prevent senders (like your brand) from knowing when they open an email.

What These Privacy Regulations Mean for Customer Experience

What this means for CX professionals is that soon we won’t be able to see open rates and click through rates for survey invitations from Apple products (just like Gmail). Since you could lose these success metrics for email campaigns, it’s vital to make sure your surveys are operating at best practice. Otherwise, the emails will land straight in the spam folder.  

My name is Mohammed Shameer, Implementation Specialist at InMoment, and I’ve outlined five ideas for making sure your email invitations are optimised to make sure you are getting the highest possible response rates:

Tip #1: Optimise the Time You Send Out Email Survey Invitations 

It’s important to understand your customers’ frame of mind. One way to do this is to keep an eye on what time of day your consumers are typically responding to surveys. COVID-19 has changed what time of day people are opening emails, and the aggregate data shows that these trends are ‘flatter’ than ever. Since fewer people are commuting to and from work, they are using that new-found time to check emails periodically throughout the day. 

Be sure to analyse your customer feedback data through your tracking pixels to see if the best time to send post-transaction email invites for your business, whether that’s straight after the transaction, a day later, or another time. 

Tip #2: Add a Salutation with a Fallback Option to All Emails

By adding a salutation to your email survey invitations, research shows you will increase your open rates by 29% and your click through rates 41%. If you don’t have a first name for your customer, add a fallback option like “hey there” to make it as personalised as possible.

Tip #3: Get a Pro to Work On Your Coding

Chances are, you know someone in your organisation that can put together an email invitation that will work well enough. But, you might consider a professional’s input to capture even more people. We’re constantly analysing trends here at InMoment, so our coders are at the cutting edge of email survey invitation best practices. 

Additionally, a professional will catch those pesky small mistakes in your code that aren’t as visible—which spam catchers are sending straight into the junk folder (yikes). 

Here are some common mistakes that mean your emails are getting flagged as spam:

  • Spelling mistakes
  • Sender reputation
  • Image only emails (best practice is 70% text and 30% images)

Tip #4: Make Sure All Buttons Are in HTML

You might be tempted to add image-based buttons to your email, which are the easiest option. The drawback to image buttons is that when it’s time to edit them, you need to find the original source file, make an edit, slice, upload, and link. It will take you even more time if you can’t find the source file. Instead, consider HTML buttons—by embedding the buttons in HTML, you won’t get caught in a bind if your linked images become turned off. 

Tip #5: Add GIFs to Your Emails

Movement within emails catches the attention of your customers. If GIFs are done right, they can provide an extra layer of context and information to the customer reading your email invitation. This helps improve the sender reputation, and means that more emails will reach more of your customers. And ultimately, you’ll collect more customer feedback.

To learn more about how you can perfect your approach to email surveys, check out this new paper, “The Art and Science of Email Survey Invitations!”

Four Things to Consider When Choosing a Customer Feedback Management Platform

I may be dating myself here, but does anyone else remember sitting in a conference room surrounded by sets of data tables and analyses so  you could then manually pull numbers, read through all the comments, and manually populate reports? And after all of that, you still had to manually tweak those reports for each audience!  It took days to complete a report. And when I look back on all that, I couldn’t be more grateful for customer feedback management platforms (also known as CFM platforms).

Boy, how times have changed! Customer experience (CX) technology has taken what used to be a days-long process and condensed it to minutes. However, there are two areas the technology hasn’t mastered (yet):

  1. How to service itself 
  2. How to tell a story with feedback. 

Yes, customer feedback management platforms are very good about providing both a high-level snapshot of feedback and a convenient way to drill down into that feedback, but an online dashboard can only take an organization so far. CX professionals need to know what to do with their feedback, tell a story with that feedback, and be able to adapt their approach to the customer experience as their business and the market evolve. And their ability to do that is directly impacted by the CFM vendor they partner with.

How to Choose a Customer Feedback Management Platform

Selecting a CFM platform partner should be about more than just price, “sexy” graphics, branding, etc. In our experience, businesses start the process by distinguishing which  of two primary approaches to supporting a CFM platform work best for their business:

  1. Full-service where the company that provides the platform manages all aspects of the technology (programming, analysis, change management, etc.,) or 
  2. Self-service where a person or persons within the purchasing organization are responsible for all aspects of the ongoing technology usage.  

Of course, there is also a hybrid combination of the two that might be the best fit, but determining which structure is best for your organization depends on the answer to a few key questions.

Question #1: What Resources and Expertise Do You Have In-House?

Creating a best-in-class CX program requires expertise in dashboard and questionnaire design, governance to ensure alignment across programs, a structure that reduces the possibility of customers being over-surveyed, analytics, etc. Many organizations will have one or maybe two areas where they have some expertise, but very few have all the resources and expertise to successfully and smoothly execute a broad CX program.

Question #2: What Do You Want Your Team to Focus on?

Would you prefer that your team take the time to learn the new software and then manage dashboards and program surveys? Or would you prefer they are focused on helping drive change within the organization? Sure, the former will reduce the fee paid to your CX technology partner, but how does that fee compare to the salary you are paying your employee for what might be a better use of their time?

Question #3: How Will You Manage Complex Changes or Requests?

Every company will have unique branding, compliance, ADA, and other needs, and while there are many ways to accommodate these more customized requests, looking critically at how your organization has historically handled them will help inform how you may want to structure the support for your program. So, will you set aside hours in advance for support from the technology partner or will you prefer to use change orders when technology requests come up? The former may be a little more money upfront, but the latter will require getting contract teams involved for each and every request, and could create perceptions of ‘nickel and diming.’ 

Question #4: What Is Your Plan to Keep Your Team Current on Technology?

Your platform partner’s specialists work with the technology every day and are aware of the system’s nuances. And while most CX platform providers offer some type of training, there is always a learning curve for new users that may require more hands-on assistance, especially if the team doesn’t use the technology regularly. Likewise, if you dedicate one person to be your expert, what will your plan be if that person leaves the organization or takes on a new role? When these situations arise, you’ll need to reach out to your technology partner for help, but they will be unaware of what’s been built, which will require additional time to become familiarized.

Setting Yourself Up for Long Term Success

Each organization will  answer these questions differently, but one thing that we have seen repeatedly is the need to set aside some ongoing service support hours with your CFM partner from the beginning of the relationship.  If you wait til after the program has started and certain aspects of the program have already been built, you’ll need to spend additional time to bring your partner up to speed.

If they are there from the beginning, however, not only will they be able to assist more quickly, but they can also coach your team on the best practices for building a more insightful program in the most efficient way. Initially, having no service hours may seem ideal for your calendar, but in the long run, it can be less efficient, create staff frustration, and end up costing more money in the long term.  

Unfortunately, there is no one-size-fits-all solution that will apply to every organization but, on the brightside, there is a customer feedback management solution that will work for every organization, as long as you consider  the above questions. Although, I suppose we could go back to manually pulling all the information—I’ll be waiting for you in the conference room!

What Brands Should Do to Design More Inclusive Experiences

The road to more inclusive experiences is rarely straightforward, which is why it’s imperative for organizations to consider as many voices as possible along their inclusion journey. Whether it’s how quickly news travels via social media or how to have conversations with marginalised communities, the sheer myriad of variables for brands to consider can seem overwhelming. Recently, though, I had the privilege of participating in these conversations at our Inclusive Experiences Exchange, and what follows are the key takeaways I believe organizations like yours can (and should), utilise as you strive to design experiences that work for the wider customer community.

Mistakes Will Be Made

No matter where your brand is on its Inclusion journey, some amount of mistakes and missteps are, unfortunately, to be expected. Because of that, while it’s obviously great to have an experience team that’s both proactive and that has an eye for detail, it’s also important to focus on how to respond to mistakes when they occur. Quite simply, the key here is to accept that mistakes will be made and to be prepared to be both visible and sincere in how you respond. This will compel customers to forgive your mistakes and result in positive messaging for your brand.

The Speed of Social

There’s another factor to having visibility and sincerity in your mistake response toolkit, and it’s the speed at which social media can bring worldwide attention to company blunders. In this day and age, such missteps can spread like wildfire across review sites and related media, making it all the more vital for brands to be sincere in their responses. Acknowledging that a mistake was made and taking steps to meaningfully improve it, hopefully with the aid of an Experience Improvement (XI) framework, can help stem the tide of negative social media attention..

Don’t Shy Away from Conversations

Being able to learn from your mistakes is of obvious importance to Experience Improvement, but how else might you and your team learn about creating more inclusive experiences? Working directly with the people and groups you want to expand your tent for is the best practice here; never presume that you know best. Additionally, while it’s important to refrain from pigeonholing your customers and employees by the traits that make them marginalized, it’s also vital to acknowledge the challenges they face and to embrace those differences. This holistic approach to conversation will help your inclusion efforts as much as being gracious about mistakes.

Want more best practices for how you can craft inclusive experiences? Check out “Designing Experiences with Inclusivity and Accessibility in Mind. In this white paper, you will learn:

  • What inclusivity means for experience professionals
  • How seven steps will help you develop an inclusive and accessible strategy
  • What the principles of inclusive experience design are and how they benefit your organization

Loyalty Marketing Programs: How CX Insights Can Inform Incentives

It’s easy to confuse loyalty marketing programs with customer experience (CX) programs; both seek to drive positive customer relationships and retention. But it’s crucial to define each individually before we parse out how a CX mindset can inform what incentives your business should provide customers. 

The Difference Between Loyalty Marketing Programs and Customer Experience

Loyalty marketing uses a traditional company-wide approach to grow and retain customers by selling them more. Selling them more aptly summarizes the loyalty marketing mindset. It focuses on selling through incentives. 

On the other hand, customer experience invests more in the ongoing conversation through the customer journey. And the goal of that process is to drive a deeper sense of loyalty.

There is clearly some overlap between both programs, so how can brands utilize one to inform the other? Here are three specific ways that the insights you gain from your CX program can—and should—help inform the incentives you choose for your loyalty marketing program:

Insight #1: Customers Are Less Likely to Share Without the Right Incentives

Organizations have to first understand what’s at stake when the right incentives aren’t given. The biggest drawback is that you risk losing a loyal customer. If a customer isn’t satisfied with the proposed exchange your loyalty program offers, they won’t buy in.

For example, according to our CX Trends report, customers are less likely to share their info when a program only offers to make interactions easier, more efficient, or to deliver personalized recommendations. What we can learn about this is that customers value their personal info highly. The thing is, loyalty programs almost always ask for customers to share that data.

Insight #2: Customers Want VIP Treatment

So the question is, what incentives do customers really want? In Microsoft’s study, The Consumer Data Value Exchange, 99.6% of those surveyed said they would give information if there’s a cash reward and 89.3% would if a discount is involved.  

To truly drive brand loyalty, you need to promise substantial VIP benefits. Because if you expect customers to invest in a loyalty program, you need to show that you will invest in them as well. The more your program raises its value, the more it will raise customers’ view of your brand and willingness to share data.

Insight #3: Find Out What Really Drives Participation for Your Loyalty Marketing Program

Of course, incentives can differ greatly depending on the industry and individual organization. The best practice is to find out from your own customers what would incentivize them to participate in your loyalty program. And that begins with listening capabilities.

By listening to the Voice of Customer (VoC) with a CX platform, your business can find the golden nuggets in collected data and analyze them to find out what customers truly desire from you. Don’t let other brands within your industry narrow the range of what your perks can be. And neither should you expand your perks beyond what’s relevant to your customers. Keep your incentives specific to who your customers are.

A CX mindset can be a game-changer for how to incentivize your loyalty program and these three insights are just to get you started. Read this paper to learn how a CX mindset can transform your entire loyalty marketing program to one that cultivates strong customer relationships.

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