Contact Us

Guides

Pendo Help CenterGuidesRecipe: Create an NPS Campaign

Recipe: Create an NPS Campaign

Overview

Net Promoter Score (NPS) is the most popular way to gauge customer loyalty and overall user satisfaction. Use Pendo’s NPS to create a recurring survey and get additional usage insights on all of your responders. In this recipe, you will create a NPS survey that will run all year long and have it automatically evenly distribute the survey to everyone throughout the year. Using Pendo’s NPS feature will allow you set your recurrence to 360 days so there’s no need for you to adjust your survey to different segments throughout the year.

For more information, check the NPS Wizard & Recurring Guide Delivery help article.

Ingredients (What You Need)

  • Pendo admin account permission or the following:
    • User permission to create Guides
    • User permission to publish Guides
  • Target segment: Everyone
  • Pendo Chrome Extension installed

note: The Pendo Designer Chrome extension can be downloaded here.

How To Make It

Step 1. Create a new NPS survey and choose your target segment as everyone:

segment2.png

Step 2. Choose your survey start date and set your recurrence as 360 days with even distribution enabled.

schedule.png

Step 3. Personalize your message by choosing open ended follow up message and customize your follow-up questions based on their responses.

content3.png

Step 4. Review your survey delivery settings before publishing your campaign. Go over segment rules, your survey schedule, and display settings to ensure your survey is ready for launch.

summary3.png

Step 5. If you are satisfied with your summary, you can click ‘Publish Now.’ You will be asked to verify the scheduled survey start date. Clicking ‘Publish Guide’ will navigate you back to the Chrome designer and set the survey to ‘Scheduled’ if there is a future start date, or ‘Public’ if the survey should be currently live.

Close the loop

In addition to capturing your responses, Pendo also summarizes product usage metrics as it relates to their score in two charts:

DvsP-usage.png

Usage-vs-Score.png

Use these charts as a starting point to help you with your follow up conversations with your responders to make your NPS actionable. The score is just one part of NPS, but the feedback allows you to build relationships with your customers. There’s no correct answer on how you should follow up with your responders but we’ve put together a few examples you could try to setup your NPS follow up framework:

  • Personalize your template of responses based on how a user responds with a certain score or consider having their Customer Success Manager respond if they own the account

  • Build a Customer Advocacy Program and target your promoters using a Guide to get more referrals from your customers (e.g., leaving positive reviews at business software and services sites like G2 Crowd, referral discounts, case study submissions, etc.)

  • If your detractors provided qualitative feedback about wanting a feature that actually exists, consider using a Guide to help them find it! Target detractors with additional help resources if you have them in your application

  • Create content or help resources and deliver them in your app using a tooltip or integration within the Guide Center that will prevent future dissatisfaction in the product

  • Leverage the feedback you receive from users to drive business outcomes and future product enhancements

Protip: Forward NPS responses to Slack or Email for alerts or setup automated responses using Zapier!

© 2018 Pendo  |  Terms of Service  |  Privacy Policy