tame your data: segmenting users and their feedback #ftw
DESCRIPTION
Capturing feedback is great, but without segmenting users' needs, you're left with a pile of potentially useless data. Rodrigo Fuentes (Co-Founder @ListenLoop) present three methods for segmenting users and their feedback to enhance the product decision-making process. Here, you will find step-by-step instructions are provided to segment feedback received within customer support tickets, feedback from email surveys, and feedback captured within a website. You will also find a list of PROS and CONS for each method to weigh your options.TRANSCRIPT
TAME YOUR DATA S E G M E N T I N G U S E R F E E D B A C K # F T W
Rodrigo Fuentes is the co-‐founder of ListenLoop, a feedback management pla9orm that monitors what your customers are doing in your website, then triggers ques=ons to capture feedback, measure customer sa=sfac=on, and more.
A B O U T M E
SEGMENTING USERS
DISTRIBUTION OF FEEDBACK
PRIORITY FIX?
MISTAKE: Listen to the loudest majority.
SEGMENTED FEEDBACK
SEGMENTED FEEDBACK
STILL A PRIORITY?
REVIEW 3 FEEDBACK METHODS SUPPORT | SURVEYS | IN-APP
SUPPORT TICKETS
SUPPORT TICKETS 1. AGENTS LABEL TICKETS
SUPPORT TICKETS 2. EXPORT DATA TO CSV
SOME CODING MAY BE REQUIRED DEPENDING ON YOUR SUPPORT SOFTWARE.
See https://github.com/apanzerj/DumpToCSV
SUPPORT TICKETS 2. EVENTUALLY GET THIS
ADD COLUMNS FOR EACH SEGMENTATION VARIABLE SUCH AS “ACCOUNT_TYPE” OR “LTV” AND OTHERS.
SUPPORT TICKETS 3. CROSS-REFERENCE & ADD CUSTOMER DATA
POPULATE ACCOUNT TYPE AND OTHER VARIABLES FROM YOUR CUSTOMER RECORDS, CRM, ETC.
SUPPORT TICKETS 4. CREATE SEGMENTED REPORTS
SUPPORT TICKETS
PROS CONS
• Conceptually simple
• Great for low volume
• Manual work can be eliminated through engineering
• Takes hours per 100 support tickets
• Impossible with high-volume
• PITA if done manually
SURVEYS
SURVEYS 1. SEND SURVEYS VIA EMAIL
SURVEYS
BUT WHEN’S THE LAST TIME YOU FINISHED AN EMAILED SURVEY?
SURVEYS
PUTTING THAT ASIDE, CAN BE A GOOD METHOD
BECAUSE…
SURVEYS 2. EXPORT IS SIMPLE – JUST PRESS A BUTTON
SURVEYS 3. PROGRAMMATICALLY ADD USER DATA
Get account type and from user records by including URL params
SURVEYS 3. INCLUDE URL PARAMS IN SURVEY LINK
SURVEYS
PROS CONS
• Great if you have 10K+ recipients to counteract low participation rate
• segmentation is easier with URL parameters
• May capture biased data set
• Annoying customers
• PITA if done manually
IN-APP FEEDBACK
IN-APP FEEDBACK 1. SETUP QUESTIONS & TRIGGER POINTS WITH )
IN-APP FEEDBACK 2. PASS USER PARAMS WITH JAVASCRIPT
IN-APP FEEDBACK 3. EXPORT AND REVIEW SEGMENTED DATA
IN-APP FEEDBACK
PROS CONS
• High response rates
• Selectively trigger questions based on user behavior
• Segmentation data from user model or behavior
• Requires JS tag on website
• Potential sampling issue because selective triggers may not represent entire user base
CONCLUSIONS
• SEGMENT USERS WHO PROVIDE FEEDBACK FOR BETTER PRODUCT DECISION-MAKING
• THERE ARE MANY WAYS TO SEGMENT FEEDBACK
• USE THE METHOD BEST SUITED FOR YOUR RESOURCE CONSTRAINTS
For more tips on communication and engagement
across the customer lifecycle, visit:
http://blog.listenloop.com