What Should Be an Ideal Survey Frequency?

Net Promoter Score

The Importance of Survey Frequency for Effective Feedback Strategies

Jan 8, 2024

10 mins read

Manisha Khandelwal

Contents

Did you know that your surveys are causing fatigue among your customers? Yup, that’s right, more than 24% of respondents have stated that they abandon surveys if it’s too long.

This low response rate is more than just a numerical woe – it represents the difficulty in cutting through the digital noise to engage your customers who are burdened with requests for customer feedback at every point.

To overcome this, the strategic deployment of surveys using a robust customer feedback tool becomes more than critical. The decision of when to reach out to customers with survey requests is all about creating a balance between gathering actionable insights and respecting the boundaries of customer patience.

After working with different companies across industries, I have understood that choosing the right survey frequency is not a mere technicality – it’s a strategic approach that influences how businesses perceive and respond to evolving customer needs and preferences. Most importantly, it helps promote a healthy image of your brand among your customers. 

But, how to create this delicate balance? 

Well, after working across different industries for the last 10 years, I gathered my learning in creating the ideal survey frequency for these industries. 

So, let’s scroll down to discover that, along with some key factors to consider for survey frequency distribution, but first, let’s understand the survey frequency definition.

What is Survey Frequency?

Survey frequency refers to how often a survey is administered or conducted within a given period. 

It is a crucial aspect of survey design and implementation that impacts the quality of the data collected and the overall experience for respondents. The decision on survey frequency involves different factors such as the target audience, business goals, etc.

Let’s understand these factors in detail.

Key Factors to Consider for Survey Frequency Distribution

Several key factors should be considered to strike the right balance and ensure that the survey frequency aligns with the goals of your business and the preferences of your customers. 

Here are some key factors to consider:

  • Target Audience: Understand your target audience and their characteristics. Different demographics have different levels of tolerance for survey frequency. For example, the younger demographic is more accustomed to frequent digital interactions, while the older audience prefers less frequent surveys.
  • Survey Goals and Objectives: Clearly define the goals and objectives of your survey. If the purpose is to track long-term trends, a regular schedule with consistent intervals is appropriate. However, if the survey is tied to a specific transaction, adjusting the frequency accordingly is essential.
  • Industry Standards: Research industry benchmarks or standards regarding survey frequency to understand the ideal survey frequency prevalent in your industry.
  • Survey Length and Complexity: Make sure your surveys are not too long and complex for your customers. The ideal survey length should fall within 5 minutes, with respondents willing to answer around 4-5 survey questions. This is because people have limited time and attention spans. 
  • Previous Response Patterns: Analyze the response patterns from previous surveys. If you observe a decline in response rates or engagement with increased frequency, it may be an indication to adjust the survey schedule.

Now, let’s discover the ideal survey timings for different industries in order to avoid survey fatigue.

So, How Often Should You Send Surveys?

Here’s a breakdown of the survey frequency distribution for different industries.

1. SaaS

An image showing the SaaS onboarding survey created on the SurveySensum tool asking the SaaS customer survey question - How easy was it for you to get started with our product.

SaaS Touchpoints When to Conduct the Survey?
Product Fit Market Survey A few months after the launch
Product NPS  After 90 days
Onboarding 
  • If onboarding is quick, launch the survey right after they start
  • But if onboarding takes longer survey them after they have used your product regularly for the first week
Feature Satisfaction 
  • When a new feature is launched and your user is using it regularly for 2-3 days 
  • After significant feature updates or as part of a routine feedback-gathering process
  • When you notice changes in feature usage patterns
Feature Request and Prioritization 
  • When there are too many feature requests from customers
  • After significant product updates
  • When you notice emerging trends in customer feedback
Product Churn  Immediately after a customer discontinues using your product
Product Experience  After 90 days when the customer gives a ten score on the NPS survey
Free Trial  After the 14 days or when the free trial period ends
Customer Support  Immediately after customers have interacted with your support team
Relationship NPS  Every 6 months to assess the overall health of your customer relationships

 

→ Now that you know the important touchpoints in the SaaS customer journey and the ideal survey frequency, read more on SaaS Customer Survey Questions to design questions for each of these touchpoints.

Sign Up and Start Launching Product Feedback Surveys With SurveySensum for Free!

2. B2B 

1. B2B SaaS

An image showing the example of a B2B Service company survey created on the SurveySensum platform where the customer is being asked to rate their experience with different aspects of the SaaS product.

B2B SaaS Touchpoints When to Conduct the Survey?
Onboarding 2 weeks after sign-up
Customer Support After resolving an issue
New feature launch One Week after release
Product Usage and Overall Relationship Quarterly or semesterly (every 6 months)

2. B2B Manufacturing

An image showing the example of a B2B Service company survey created on the SurveySensum platform where the customer is being asked to rate their experience with different aspects of the manufacturing company.

B2B Manufacturing Touchpoints When to Conduct the Survey?
Order Delivery Upon product delivery
Post-Purchase 6- Monthly after purchase
Customer Support After resolving an issue
Overall Relationship  Every 6 months

 

3. B2B Marketing & Advertising

An image showing the example of a B2B Service company survey created on the SurveySensum platform where the customer is being asked to rate their experience with different aspects of the Marketing company.

B2B Marketing & Advertising Touchpoints When to Conduct the Survey?
NPS After Project Ends After the contract ends (3 or 6 months)
Relationship NPS after long project ends (1-2 years) Every 6 months 

 

4. B2B Service

An image showing the example of a B2B Service company survey created on the SurveySensum platform where the customer is being asked to rate their experience with different aspects of the CMS company.

B2B Service Touchpoints When to Conduct the Survey?
Service Delivery After project completion
Customer Support After resolving an issue
Overall Relationship After 3 or 6 months 

5. B2B Fintech

An image showing the example of a B2B Fintech company survey created on the SurveySensum platform where the customer is being asked to rate their experience with different aspects of the fintech company.

B2B Fintech Touchpoints When to conduct the Survey?
Onboarding After sign-up or integration
Product Usage After 3 months
Overall Relationship Every 6 months
Customer Support After resolving an issue

 

6. B2B Logistics

An image showing the example of a B2B Logistics company survey created on the SurveySensum platform where the customer is being asked to rate their experience with different aspects of the logistics process.

B2B Logistics Touchpoints When to conduct the Survey?
Delivery Experience After order delivery
Customer Support After resolving an issue
Overall Relationship Periodically during the account management phase or upon request

 

→  Now that you know the important touchpoints in the B2B customer journey and the ideal survey frequency, read more on how to boost the B2B Customer Experience Journey With Survey questions for each of the touchpoints.

 

Launch B2B Surveys With SurveySensum!

3. Automotive

The images show an Automotive dealership survey question where the customer is being asked to rate their likelihood of recommending the automotive dealership to family and friends.

Automotive Touchpoints When to Conduct the Survey?
Intender (Pre-Sales) Survey Within 1-2 weeks of the visit to the dealership
Rejector (Pre-Sales) Survey  Within 1 week of the visit to the dealership or interaction with the brand
Product Quality Survey (Inbound & Outbound)
  • Conduct the inbound product quality survey within 1 week after the customer receives the vehicle
  • For the outbound survey, send it after 6 months of purchase
QVOC Sales Survey Within 2 weeks after the sales transaction is completed to capture the customer’s immediate post-purchase experience
QVOC Service Survey (After Sales Satisfaction) Within 1 week of completing routine maintenance or repairs

 

→ Now that you know the important touchpoints in the automotive customer journey and the ideal survey frequency, read more on Automotive Customer Satisfaction Survey Questions to ask at each of these touchpoints.

4. NBFC

The images show a CES survey for NBFC where the customer is being to rate the easiness of the loan application process on a scale of 0-10.

NBFC Touchpoints When to Conduct the Survey?
Customer Drop-off Within 1-2 days of the drop-off event
Ease of Loan Process Immediately after the loan application process
After the Loan Process Completion Within 1 week after the customer has been approved for the loan
Customer Support Within 1-2 days of the customer support interaction

 

So, there you go! All the important touchpoints across different industries and their survey distribution frequency. Simply follow these timelines to send the right survey at the right time to get maximum benefit.

But, another important issue that many businesses tend to overlook is the issue of multiple surveys from different departments within the same organization. 

Why is that an issue and what’s the solution here? Let’s find out!

Is It Poor Form to Receive Surveys from Multiple Departments Within the Same Company?

Receiving surveys from multiple departments within the same company can be considered poor form if not handled with sensitivity and strategic intent. Here are a few reasons why this practice is perceived as problematic:

  • Receiving numerous surveys from different departments within a short timeframe can lead to survey fatigue. This will result in decreased response rates, lower data quality, and a negative perception of the company.
  • If surveys from different departments contain overlapping or redundant questions, customers will feel that their time is being wasted.
  • Sending surveys without proper coordination between departments can create a disjointed experience for customers.

So, striking the right balance between gathering valuable insights and respecting respondents’ limited time and attention is crucial. 

But how to do that? Let’s see!

Solution: Survey Throttling

What is Survey Throttling?

Survey throttling is a strategic approach to regulate the frequency at which surveys are sent to customers. 

Implementing survey throttling involves carefully scheduling and spacing out survey invitations to ensure that individuals do not feel overwhelmed by the constant influx of requests for feedback. 

Don’t worry, you don’t have to do it manually!

The image shows the Survey Throttling feature of SurveySensum where you can add a defined timeline to your survey frequency which will not allow you to send the survey to your customers within that time frame.

SurveySensum track your survey campaigns in a centralized manner. This feature allows you to set a timeline for your surveys. 

Here’s how I set up this feature for my surveys:

Step 1: Login to the SurveySensum portal and click on “create a survey”.

Step 2: Select the type of survey you would like to create.

Step 3: Now, click on the “survey settings” option. Here you will find the survey throttling feature.

Step 4: Click on it and you will be able to set a timeline for your surveys. This feature will keep a check on your surveys and will not allow you to send multiple surveys to the same person in the provided time frame.

Piece of cake!

Conclusion

Launching surveys is a strategic approach to gathering customer feedback. This helps businesses understand their customer’s pain points, extract actionable insights and improve their customer experience

But, more often than not, this becomes a nightmare instead of a boon for many businesses. This is because they forget the importance of creating the right balance between asking for feedback and customer preferences, which often leads to survey fatigue and low response rates.

So, to overcome this issue, it is important to understand the survey frequency of different types of surveys, across different touch points of different industries. Understanding this survey frequency will help you gain unbiased feedback and maintain a healthy reputation among your customers.

Now, to do so you need a robust customer feedback tool, like SurveySensum, that will help you create, track, and analyze your survey campaigns and will also alert you in case you are sending too many surveys. Also, this tool comes with CX experts who will provide you with end-to-end support and will guide you through the survey process so that you can gain maximum benefit from it.

Manisha Khandelwal

Senior Content Marketer at SurveySensum

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