Customer Experience Governance

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.

What You Need to Know About Gen Z Customer Experience

If we were to sum up what brands need to know about Gen Z customer experience preferences (and employee experience preferences) in a few words, it would go something like this: they’re different. Revolutionary even. This may seem like an oversimplification, but when you think about it, Gen Z grew up in a world that is more connected than ever, has more access than ever, and accomplishes everything faster than ever. It makes sense, then, that their standards for customer and employee experiences would be higher than ever, too.

Because Gen Z makes up 26% of the global population, their preferences should already be playing a significant role in your business strategy—and their influence will only grow! That’s why we put a magnifying glass over these emerging consumers and employees in our recent 2022 Experience Trends report, to give you the intelligence you need to create a positive impact with Gen Z, whether you’re trying to convince them to become loyal customers or recruit them to be engaged employees. 

Here’s what you need to know according to our data:

What Is Most Important for the Gen Z Customer Experience & Employee Experience?

Tip #1: Seamless and Efficient Experiences Are a Must

We’ve spent a lot of time on the InMoment blog discussing the importance of a seamless experience. It doesn’t matter what channel or touchpoint, your customers and employees should have a sense of consistency every time they interact with your brand. And for Gen Z, seamless experiences are table stakes when it comes to maintaining their loyalty. Gen Z shops both online and in store, so it’s imperative that they are able to experience the same level of convenience, personalization, and general experience excellence across the board.

Tip #2: Gen Z Is Unlikely to Complete a Traditional CX or EX Survey

Get ready for a mic drop moment: Gen Z is simply less likely to fill out a traditional survey. In the course of our research we found that:

  • In the US:
    • Only 19% of your emerging customers (Gen Z) are likely to complete a traditional survey
    • Only 22% of your emerging employees (Gen Z) are likely to complete a traditional survey
  • In Canada:
    • Only 28% of your emerging customers (Gen Z) are likely to complete a traditional survey
    • Only 41% of your emerging employees (Gen Z) are likely to complete a traditional survey

So what feedback collection methods should you be using if you want to gauge the Gen Z customer experience? We suggest  Microsurveys, social media and review sites, and live chat to gain the intelligence you need to compete for Gen Z’s loyalty.

Thinking of adapting your approach to customer experience surveys, and customer feedback in general? Our experts have derived a four step process to help you leverage all of your data, and only send surveys when they’ll be most effective. Check it out for free here!

Tip #3: Social Media Influencers Have Significant Reach

Gen Z’s first exposure to your brand is likely via social media, and more specifically, through social media influencers. We asked Gen Z consumers about whether they used an influencer code to make a purchase in 2021, and if they are likely to use influencer discount codes in the upcoming year. Here’s what they told us:

  • One of three emerging Gen Z customers had used a social influencer code in 2021
  • One of three emerging Gen Z customers were planning to use a code in 2022

From these numbers, it’s clear social media influencers will continue to, well, influence the emerging consumer. If you haven’t considered leveraging influences to acquire new customers, then it’s time to start!

Tip #4: Strong Brand Values Are Make-or-Break 

Gen Z has high standards when it comes to the brands they support, and even higher standards for the brands they work for. When looking into a possible employer, our research found that Gen Z is looking for three primary values. Here they are as explained by Gen Z:

  1. Culture: “[I] am likely to choose a [company] that allows me to express myself […] and [get] creative with mentorship and support.”
  2. Diversity: “I’m looking for [a company] that bring in diverse [experiences and] talents that can challenge one another.”
  3. Connectivity: “I believe that success [means] bringing everyone together […] we all [want] to be part of the equation [not just our executives].”

To successfully recruit this value-driven generation, brands should take care to emphasize these core values in job descriptions, internal messaging, and beyond.

Tip #5: Gen Z Has Little Tolerance for Bad Behavior

We’ve all seen the news stories: customers in store or aboard flights displaying outlandishly bad behavior when confronted with mask policies or low stock of desired items, and taking their anger out on employees. We were curious about what Gen Z thought of these displays and whether it affected their perception of the brand involved.

We asked, “What would you think if you witnessed a customer acting aggressively toward an employee at a place of business?” Gen Z responded with overwhelming compassion for the employee in the situation, and even mentioned that “I would interject […] No one should be treated that way.” 

What Are You Doing to Prepare for the Next Generation of Consumers & Employees?

As Gen Z becomes an even more prominent customer and employee segment, their CX and and EX preferences will become even more important to your business. So what are you doing today to emphasize and enable Gen Z customer experience expectations? How are you connecting with them? How are you collecting feedback from them to understand how they perceive your brand?

You need to have a strategy in place, and our experts are here to help. Learn how our XI Platform can support your efforts to create optimize Gen Z customer experiences by reaching out to us here or in the chatbot at the lower right hand corner of your screen.
You can also read more from our 2022 Experience Trends Report here!

Deprioritising Customer Experience

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”

Employee Engagement

Employee engagement has become a hotter topic than ever in the age of The Great Resignation. Millions of employees are quitting their jobs and heading elsewhere, leaving countless organizations scrambling to retain their remaining talent and/or evaluate why their workforce is in such flux. If your org is in that boat right now, we can help you keep sailing with a look at three elements that create and sustain employee engagement:

  1. Organizational Culture
  2. Customer-Focused Processes
  3. Ambassadorial Behavior

Element 1: Organizational Culture

One of the hard truths about The Great Resignation is that many departing employees feel that their former organizations lacked a supportive workplace culture. Contrary to popular belief, feelings like these existed long before the COVID-19 pandemic; that event, and the stress that came with it, simply added fuel to an existing fire. Culture is fundamental to an employee’s sense of purpose and belonging, so see whether that word is cropping up in feedback from current and former workers. If it is, you should take a hard look at why employees are feeling that way, ideally with the assistance of an experience platform that can isolate actionable insights from unstructured feedback.

Element 2: Customer-Focused Processes

Another element that’s key to employee satisfaction is the chance to make a difference for customers. What this means for organizations like yours is not just giving those chances to frontline employees, but also giving other departments that aren’t customer-facing a chance to see how their work contributes to making that difference. Sharing data in this way is also handy for making customer experiences more consistent, because it gives everyone in your organization the same holistic, 360-degree view of your customer to reference.

Element 3: Ambassadorial Behavior

Improving workplace culture and refining customer processes are involved and difficult tasks. However, it’s well worth brands’ time to invest in both not just for the sake of retention, but also for creating bold, human connections with your customers that transcend individual interactions. When employees feel meaningfully supported by their organizations and that they have a chance to make a difference in customers’ lives, they won’t ‘just’ stick around—they’ll feed that passion directly into customer relationships and help you maintain an audience with unwavering brand loyalty. In this way, ensuring your employees are happy creates a feedback loop that keeps your customers happy (and keeps them from seeking out your competitors).

A Closer Look

How else can greater employee engagement improve your workplace, your brand, and your experiences? Click here to read our full-length point of view document on employee advocacy. Inveterate employee experience (EX) expert Michael Lowenstein draws on decades of research to sketch out a clear, helpful perspective on how best to advocate for your employees and meaningfully improve experiences for everyone!

Non-Purchaser Feedback

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.

Chevron Federal Credit Union

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.

Retain Employees

It’s popular to believe that COVID-19 created the unprecedented employee exodus we’ve all come to know as The Great Resignation. For months now, we’ve seen brands struggle to retain employees as millions of workers across virtually every sector of the economy and society leave their jobs, citing a similarly diverse range of reasons for leaving. These include, but are by no means limited to, insufficient pay, hazardous work environments, and having to put up with belligerent customers.

What’s at the Root of the Struggle with Employee Retention?

Though it’s natural to assume that the timing of this event means it’s strictly a product of COVID, the truth about the Great Resignation and employee disengagement in general is that the pandemic didn’t create either phenomenon; it simply exacerbated existing employee issues. Factors like low pay or dangerous work existed long before COVID, which means that the disease isn’t the root cause of The Great Resignation so much as it’s the straw that broke the camel’s back.

The other hard truth that feeds into The Great Resignation is that, frankly, a lot of companies are having trouble retaining their workers because they never understood or invested in improving the employee experience (EX). These brands thus lack the resources, infrastructure, and capabilities necessary to rescue at-risk employee relationships, acquire new talent, and deliver on customer expectations in a time of great turmoil. 

No matter where your organization falls on the EX maturity spectrum, one thing has become clear: improving employee engagement, retention, and acquisition requires a new, more holistic means of addressing employee behavior and commitment.

A Quick Note on Employee Burnout, Disengagement, and the Like

Before we get to those holistic means, though, I think it would be helpful to briefly touch on the difference between disengagement, disconnection, and another term I’m sure you’ve heard a lot recently: burnout. 

The terms are not interchangeable; disengagement and disconnection refer to an employee’s lack of interest and/or investment in their work and organization’s mission. Meanwhile, burnout denotes feeling overwhelmed and mentally unwell as a result of said work or mission. 

My goal with this piece is to help you anticipate and solve for disengagement before it leads to that burnout.

3 Elements of Holistic Employee Engagement

Element #1: Anticipate Changing Needs

The first element of thinking about employee engagement and commitment more holistically is being cognizant of how employee needs and systems will change tomorrow, not ‘just’ what they’re like today. This is particularly important to consider as Millennials’ and Gen Z-ers’ slice of the workforce continues to grow. One of the most important things these digital natives want is a chance for meaningful growth, and if they feel that your brand isn’t considering that or how their needs will change, they will quickly turn elsewhere to find it. With the rise of remote and hybrid work environments, respectively, employees have more options here than ever before.

Element #2: Readily Recognize Value

A second element that can affect employee engagement and commitment is whether or not they feel valued. It’s easy for employees who contribute to organization success to disengage if their contributions aren’t being recognized. In other words, if they feel underappreciated despite their commitment and day-to-day effort, they’ll become discontent and, ultimately, churn. 

There are a number of ways to solve for this problem, such as creating a closed-loop process by which employees can contribute their insights and ideas. These processes are well-honed at best-in-class organizations—some brands not only incentivize idea submissions, but also give employees a cut of the savings their ideas generate.

Element #3: Foster Meaningful Connections

Finally, with the significant workplace changes we’re seeing, creating meaningful connections amongst coworkers and teams has become a critical challenge for leaders. Building sustainable workplace camaraderie in an often-remote work environment, the kind that truly leads to high-performing teams, is easier said than done. 

But the same principles leading to healthy workplace relationships (communication, trust, vulnerability, empathy, kindness) must still exist and be built anew as team composition evolves. Brand leaders who can pull this off will have not only driven improved business outcomes like operational efficiency, but also have built a culture of high employee engagement, commitment, and retention.

Ensuring employees feel heard, understood, and connected are essential to your organization’s success, so the ability to ingest solicited, unsolicited, structured, and unstructured employee feedback is invaluable to finding actionable intelligence. This is especially important when you consider that employee perception of work is the next great diversity frontier. Sex, race, and gender identity are all highly important for organizations to consider, but I firmly believe that diversity in how we as employees  perceive an efficient, effective workplace should be considered in a similar context.

A Better Tomorrow

Considering employee needs, making employees feel valued, creating sustainable camaraderie, and appreciating workplace diversity are all vital to engaging employees holistically, not just to preventing disengagement. Creating and sustaining a workplace environment built on these four pillars is no small task, but it’s what brands will need to achieve if they want to create meaningful experiences for their employees. 

Do that, and your employees will return the favor in the form of greater passion and, ultimately, a greater investment in your customers’ experiences, creating greater success for your organization.

CX Incentives

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

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.

Testing Assumptions about digital customer experience

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! 

business man placing sticky notes on glass to outline employee and customer experience improvement framework

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!

Employee Advocates Customer experience

This article was originally published on CustomerThink

Santa Claus (with the help of Mrs. Claus) gets much of the credit for spreading Yule joy; but, isn’t it really the elves who are most responsible? Several years ago, business consultant Matthew T. Grant interviewed me for his blog site (http://www.matthewtgrant.com) and the subject was how, through their employees, companies can move beyond satisfaction to create real customer loyalty behavior. Years later, much of what we discussed still rings true, like a silver carol bell. Here is some of what was covered.

  • Positive customer experience with employees at your company has a far greater impact on loyalty than does satisfaction with a product or service. Indeed, studies have shown that 70 percent of customer behavior is driven not by product quality or efficiency of delivery or advertising, but instead by interactions with your people.
  • You cannot create, or sustain, customer loyalty behavior without committed employees. More than commitment to the company or the brand, more than commitment to productivity or innovation or even the organization itself, we are talking about commitment to the customer. The key is to focus on developing and supporting employees so that they, in turn, focus on the customer. Ideally, you want every employee to be not just a brand champion, but an advocate for the value provided by the organization.
  • Employee advocacy is a framework for linking employee commitment to business results by emphasizing the need for the entire organization to create unique, value-add customer experiences. Optimizing customer experience, then, is everybody’s job.
  • The focus on customer experience, inherent to employee advocacy, reflects the core concept of ‘value’. Value has two components: a rational, functional side and an emotionally-based, relationship side. Most companies focus on optimizing the functional side through quality management and process improvement.
  • Functional elements of value can be important when it comes to meeting customers’ basic expectations, but they often aren’t particularly differentiating and they don’t drive long-term customer trust and customer loyalty behavior. The latter are more frequently engendered by the emotional connection with the company, which in turn is fostered by the attitudes and actions of employees toward the customers.
  • While “loyalty” is generally a term associated with marketing, organizational behavior and employee development are not. Accordingly, the impetus for change usually comes from outside marketing. The move toward commitment and advocacy is generally driven, and championed, by senior executives, though, of course, they can’t do it alone. A traditionally successful partnership will consist of senior leadership working in concert with operations, market research and human resources.
  • Market research provides the employee advocacy data and the insights. The biggest impact this has rests in demonstrating the difference between internal perception of value and external perception. Service managers and representatives, salespeople, and other employees are often out of sync with customers in terms of perceived value of services, products, and features.
  • One way to uncover just how in-sync or out of sync employees are is to ‘mirror’ customer surveys. For example, ask representatives from the organization to answer questions posed to customers as they believe the customers themselves would answer them. Conducting this kind of research will quickly uncover the gaps in perception and help highlight the need for change.
  • For their part, HR can help institutionalize and formalize employee advocacy, and can help cascade this out to the rest of the organization. You want and need their help, but you also need to make sure that you are building in redundancies and diagnostics so that they feel comfortable.
  • Senior management needs to get everyone marching behind the banner of ‘optimizing the customer experience.’ They need to state and restate this again and again. Before they do that, of course, they have to accept that organizational focus and stakeholder centricity are issues of concern. And that can be a real challenge.

Who in the organization doesn’t own the relationship with the customer, either directly or indirectly? Recalling the work of W. Edwards Deming, he believed that everyone in the organization is “either serving the customer or supporting someone who does.” This means that the ideal of commitment and advocacy needs to permeate the entire enterprise.

Unfortunately, this is rarely the case. Instead, many companies find that about 10 percent of their staff exhibit advocate qualities, 15 percent may be actively sabotaging the customer relationship and experience, and the remaining 75 percent are neither saboteurs nor advocates, but could, potentially, move in one direction or the other. What is needed is the kind of research and analysis which will find out where there is overlap between the advocating and committed elite and the rank and file. What is dragging them down toward negativism, and what are they already doing that just needs to be encouraged?

The real question is this: Do you want everyone to be like the advocates and is the enterprise willing to do what it takes to get them there? We can take a lesson from Santa and his corps of elves, the advocates of a joyous Christmas.

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