{"id":13047,"date":"2018-12-10T06:00:32","date_gmt":"2018-12-10T06:00:32","guid":{"rendered":"https:\/\/www.gravityforms.com\/?p=13047"},"modified":"2018-12-04T17:23:59","modified_gmt":"2018-12-04T17:23:59","slug":"create-a-net-promoter-score-survey","status":"publish","type":"post","link":"https:\/\/www.gravityforms.com\/blog\/create-a-net-promoter-score-survey\/","title":{"rendered":"How to Create a Net Promoter Score Survey With Gravity Forms"},"content":{"rendered":"<p><img loading=\"lazy\" class=\"aligncenter wp-image-13054 size-large\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/FEATURED-How-to-Create-a-Net-Promoter-Score-Survey-With-Gravity-Forms-1024x683.jpeg\" alt=\"Create a Net Promoter Score survey\" width=\"610\" height=\"407\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/FEATURED-How-to-Create-a-Net-Promoter-Score-Survey-With-Gravity-Forms-1024x683.jpeg 1024w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/FEATURED-How-to-Create-a-Net-Promoter-Score-Survey-With-Gravity-Forms-300x200.jpeg 300w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/FEATURED-How-to-Create-a-Net-Promoter-Score-Survey-With-Gravity-Forms-768x512.jpeg 768w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/FEATURED-How-to-Create-a-Net-Promoter-Score-Survey-With-Gravity-Forms-90x60.jpeg 90w\" sizes=\"(max-width: 610px) 100vw, 610px\" \/><\/p>\n<p>Are your customers loyal, or could they be swayed by your competitors? Would your customers recommend you to their friends?<\/p>\n<p>As a business owner or manager, it\u2019s <em>critically important<\/em> that you understand how your customers feel about your business. If they\u2019re upset or disappointed, you want to know as early as possible so you can fix your product and service.<\/p>\n<p>Today we\u2019re going to teach how you to create a Net Promoter Score survey to capture that data.<\/p>\n<p>You may think, \u201cI know my customers are happy because they keep buying from me.\u201d But their purchasing habits don\u2019t tell the whole story.<\/p>\n<p>For instance, a customer may purchase from you because you\u2019re the only solution they\u2019re aware of at the moment. They could abandon you the moment they learn about a competitor.<\/p>\n<p>Or a customer may feel stuck with you because you offer a specific feature or tool they can\u2019t live without. Once another business offers that feature, they\u2019re gone.<\/p>\n<p>So how do you gauge your customers\u2019 loyalty? By asking them!<\/p>\n<p><!--more--><\/p>\n<p>[content_upgrade cu_id=&#8221;13046&#8243;]Free download: What to do with Data from a Net Promoter Score Survey[content_upgrade_button]Click Here[\/content_upgrade_button][\/content_upgrade]<\/p>\n<h2>The Net Promoter Score (NPS) Survey<\/h2>\n<p><a href=\"http:\/\/netpromotersystem.com\/about\/why-net-promoter.aspx\" target=\"_blank\" rel=\"noopener\">Net Promoter Score was designed by Frederick F. Reichheld<\/a>, a consultant with Bain &amp; Co. He wanted a fast way to know how customers feel about a product or service.<\/p>\n<p>He tested a number of questions and survey techniques, but only one was fast enough to drive real change in the business: the likelihood to recommend. This question became the core of the NPS survey.<\/p>\n<p>A Net Promoter Score survey is a simple and powerful way to understand your customers\u2019 loyalty to your product or service and whether they can be swayed by other brands.<\/p>\n<p><a href=\"https:\/\/www.retently.com\/blog\/nps-survey-templates\/\" target=\"_blank\" rel=\"noopener\">NPS surveys have two questions<\/a>. The first goes something like this:<\/p>\n<p><em><strong>\u201cHow likely are you to recommend [company\/product name] to a friend or colleague?\u201d<\/strong><\/em><\/p>\n<p>Users can rate their willingness to answer this question by selecting a number from a scale of 0 to 10.<\/p>\n<p>Depending on their responses, customers are divided into three groups. Those who reply with a zero through six are detractors. Those who rate you seven or eight are passives. And those who give you a nine or ten are promoters.<\/p>\n<p>To calculate your score, subtract the percentage of detractors from the percentage of promoters (ignoring passives).<\/p>\n<div id=\"attachment_13056\" style=\"width: 620px\" class=\"wp-caption aligncenter\"><img aria-describedby=\"caption-attachment-13056\" loading=\"lazy\" class=\"wp-image-13056 size-large\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/net-promoter-score-1024x384.png\" alt=\"Create a Net Promoter Score survey\" width=\"610\" height=\"229\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/net-promoter-score.png 1024w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/net-promoter-score-300x113.png 300w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/net-promoter-score-768x288.png 768w\" sizes=\"(max-width: 610px) 100vw, 610px\" \/><p id=\"caption-attachment-13056\" class=\"wp-caption-text\"><em>Image: <a href=\"https:\/\/blog.hubspot.com\/service\/measuring-net-promoter-score\" target=\"_blank\" rel=\"noopener\">hubspot.com<\/a><\/em><\/p><\/div>\n<p>The second question is a follow up that asks the customer to give a qualitative response. You can ask any question you like (or none at all), but the goal is get a feel for the customer\u2019s overall sentiment. Here are some good questions to ask:<\/p>\n<ul>\n<li>\u201cWhy did you give us that rating?\u201d<\/li>\n<li>\u201cHow can we improve your experience?\u201d<\/li>\n<li>\u201cWhat was missing or disappointing in your experience with us?\u201d<\/li>\n<li>\u201cWhat is the one thing we could do to make you happier?\u201d<\/li>\n<\/ul>\n<p>Net Promoter Score surveys are simple for everyone. Your customers only have to answer two straightforward and uncomplicated questions.<\/p>\n<p>As a business owner or manager, NPS surveys are useful big-picture metrics that summarize customer sentiment nicely. They can use it to track the change of the team\u2019s work and compare internal teams against one another.<\/p>\n<p>NPS is also useful because it\u2019s one of the few survey tools that let you benchmark yourself against other companies like yours. Since everyone asks the same basic questions, your responses are comparable to your competitors\u2019 results.<\/p>\n<p>Most importantly, using NPS surveys can <em>drive revenue<\/em>.<\/p>\n<p>There\u2019s <a href=\"https:\/\/www.slideshare.net\/aramshaw\/net-promoter-score-a-10-slide-introduction\" target=\"_blank\" rel=\"noopener\">plenty of research<\/a> that shows that NPS surveys correlate with increased business growth. That means companies grow their revenue when they administer NPS surveys and apply their learning to their business.<\/p>\n<h2>NPS Limitations<\/h2>\n<p>While NPS surveys are powerful tools, they aren\u2019t perfect, and it\u2019s important that you understand their limitations before you rely on them.<\/p>\n<p>NPS surveys aren\u2019t very specific. It\u2019s nearly impossible to understand <em>why<\/em> the customer feels the way they do unless they answer your second question in detail. This means you\u2019ll have to run other types of surveys to get answers to your specific questions.<\/p>\n<p>Furthermore, the second question on the NPS survey is <em>qualitative<\/em>, meaning it can\u2019t be counted or measured easily. In order to understand your customers\u2019 responses, you (or someone on your team) has to go through them one by one. This can be quite tedious if you have thousands of responses.<\/p>\n<h2>How to Create a Net Promoter Score Survey<\/h2>\n<p>Follow these step-by-step instructions to create your own Net Promoter Score survey with Gravity Forms.<\/p>\n<h3>Step 1: Upload and Activate Gravity Forms<\/h3>\n<p>Your first step is to upload and activate the Gravity Forms plugin. <a href=\"https:\/\/docs.www.gravityforms.com\/how-to-install-gravity-forms\/\" target=\"_blank\" rel=\"noopener\">Follow these instructions<\/a>.<\/p>\n<h3>Step 2: Install the Survey Add-On<\/h3>\n<p>There are two ways to <a href=\"https:\/\/docs.www.gravityforms.com\/installing-the-survey-add-on\/\" target=\"_blank\" rel=\"noopener\">install the survey add-on<\/a>.<\/p>\n<p>The easiest way is to install it right from your WordPress dashboard. Click <strong>Add Ons<\/strong> underneath <strong>Forms<\/strong>. Find the Survey Add On and click <strong>Install<\/strong>.<\/p>\n<p><img loading=\"lazy\" class=\"aligncenter wp-image-13055 size-large\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/install-survey-add-on-1024x548.png\" alt=\"Create a Net Promoter Score survey\" width=\"610\" height=\"326\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/install-survey-add-on-1024x548.png 1024w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/install-survey-add-on-300x160.png 300w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/install-survey-add-on-768x411.png 768w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/install-survey-add-on.png 1273w\" sizes=\"(max-width: 610px) 100vw, 610px\" \/><\/p>\n<p>You can also install the plugin manually. Download the plugin from the Add Ons download page. In your WordPress backend, click <strong>Add New<\/strong> under <strong>Plugins<\/strong>.<\/p>\n<p>On the plugin page, click the <strong>Upload Plugin<\/strong> button. Click the <strong>Choose File<\/strong> button, find the plugin file on your computer, and press <strong>Install Now<\/strong>. When it\u2019s finished installing, make sure to click <strong>Activate<\/strong>.<\/p>\n<h3>Step 3: Create a New Form<\/h3>\n<p>Next, you\u2019ll need to create a new form. In your WordPress backend, click <strong>New Form<\/strong> under <strong>Forms<\/strong>. Give it a name you\u2019ll understand in the future, like \u201cNet Promoter Score Survey.\u201d Then click <strong>Create Form<\/strong>.<\/p>\n<p><img loading=\"lazy\" class=\"aligncenter wp-image-13051 size-large\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/create-new-form-1024x459.png\" alt=\"Create a Net Promoter Score survey\" width=\"610\" height=\"273\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/create-new-form-1024x459.png 1024w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/create-new-form-300x134.png 300w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/create-new-form-768x344.png 768w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/create-new-form.png 1514w\" sizes=\"(max-width: 610px) 100vw, 610px\" \/><\/p>\n<h3>Step 4: Build the Net Promoter Score Fields<\/h3>\n<p>As we mentioned, Net Promoter Score surveys ask two questions: A rating question and an open-ended follow up.<\/p>\n<p>To create the rating question in your form, add a <strong>Survey Field<\/strong> from the <strong>Advanced Fields<\/strong> toolbox.<\/p>\n<p><img loading=\"lazy\" class=\"aligncenter wp-image-13050 size-full\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/add-survey-field.png\" alt=\"Create a Net Promoter Score survey\" width=\"370\" height=\"347\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/add-survey-field.png 370w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/add-survey-field-300x281.png 300w\" sizes=\"(max-width: 370px) 100vw, 370px\" \/><\/p>\n<p>Once the field appears in the form editor, type your question in the <strong>Survey Question<\/strong> box. Make sure to use a question like \u201cHow likely are you to recommend our product to a friend?\u201d<\/p>\n<p>Next, set the <strong>Survey Field Type<\/strong> to <strong>Likert<\/strong>. Remove the text from each column and replace them with the numbers zero through ten. You\u2019ll have to use the plus (+) icon to add five more columns.<\/p>\n<p>Finally, check the <strong>Required<\/strong> box so users are forced to answer this question before submitting the form.<\/p>\n<p><img loading=\"lazy\" class=\"aligncenter wp-image-13052 size-full\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/create-nps-survey-field.png\" alt=\"Create a Net Promoter Score survey\" width=\"491\" height=\"845\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/create-nps-survey-field.png 491w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/create-nps-survey-field-174x300.png 174w\" sizes=\"(max-width: 491px) 100vw, 491px\" \/><\/p>\n<p>To ask the second question of your NPS survey, add a <strong>Paragraph Text<\/strong> field from the <strong>Standard Fields<\/strong> toolbox.<\/p>\n<p>Type your open-ended question under <strong>Field Label<\/strong> and check the <strong>Required<\/strong> box.<\/p>\n<p><img loading=\"lazy\" class=\"aligncenter wp-image-13053 size-full\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/create-second-question-field.png\" alt=\"Create a Net Promoter Score survey\" width=\"508\" height=\"680\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/create-second-question-field.png 508w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/create-second-question-field-224x300.png 224w\" sizes=\"(max-width: 508px) 100vw, 508px\" \/><\/p>\n<h3>Step 5: Configure Your Confirmations<\/h3>\n<p>Confirmations are messages sent to the user so they know they\u2019ve completed the form. To edit these, hover over <strong>Settings<\/strong> and click <strong>Confirmations<\/strong>.<\/p>\n<p>Within the <strong>Default Confirmation<\/strong>, you can stick with the on-page text confirmation, redirect to a page on your site, or redirect to an external URL.<\/p>\n<p>Make sure to click save before leaving the page.<\/p>\n<h3>Step 6: Configure Your Notifications<\/h3>\n<p>Notifications are emailed messages that notify someone that a user has submitted the form. The default <strong>Admin Notification<\/strong> is configured to send an email to the WordPress admin, but you can change it to anyone you like.<\/p>\n<p>(You <em>could<\/em> send each form submitter a notification email, but only if you ask for their email address in the form, which defeats the purpose of the super brief NPS format.)<\/p>\n<h3>Step 7: Add Your Form to a Page<\/h3>\n<p>Add your survey to a page just like any other form. You can either paste the forms shortcode (found on the<strong> Forms<\/strong> list page) or use the <strong>Add Form<\/strong> button to select your form from a drop down menu.<\/p>\n<p><img loading=\"lazy\" class=\"aligncenter wp-image-13048 size-large\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/add-nps-survey-to-page-1024x474.png\" alt=\"Create a Net Promoter Score survey\" width=\"610\" height=\"282\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/add-nps-survey-to-page-1024x474.png 1024w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/add-nps-survey-to-page-300x139.png 300w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/add-nps-survey-to-page-768x356.png 768w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2018\/11\/add-nps-survey-to-page.png 1525w\" sizes=\"(max-width: 610px) 100vw, 610px\" \/><\/p>\n<h3>Step 8: Access Your Survey Results<\/h3>\n<p>As people respond to your NPS survey, you\u2019ll want to check out the results.<\/p>\n<p>You can view the results by clicking into your NPS form and selecting the <strong>Survey Results<\/strong> tab beneath the form\u2019s title. How Gravity Forms displays your data depends on the type of Survey Field you used. You can filter the data based on data and field selection.<\/p>\n<h2>Where to Place Your NPS Survey<\/h2>\n<p>Now that you\u2019ve created your own Net Promoter Score survey with Gravity Forms, where should you place it to gather responses?<\/p>\n<p>NPS surveys gauge <em>customer sentiment<\/em>, so they shouldn&#8217;t be available to non-customers who might taint your results. Don\u2019t place your NPS survey on your home page, in your sidebars, at the end of blog posts, or anywhere else your web traffic might stumble upon.<\/p>\n<p>Embed your NPS survey on a page that isn\u2019t linked from anywhere else on your site. Then set up an email automation in your email marketing tool to send an email to every customer. Within the email, ask them to navigate to the NPS page and complete the survey.<\/p>\n<p>When you ask your customers to take the survey is up to you. Some businesses like to make the request after a certain delay. For instance, a coach or consultant might set the email (with your request) to send thirty days after you add the \u201cnew customer\u201d tag to their email address.<\/p>\n<p>Other businesses like to wait until they\u2019re sure the customer has had time to experience the product or service. For instance, a SaaS tool might send the email after the customer achieves a particular milestone within the tool.<\/p>\n<p>[content_upgrade cu_id=&#8221;13046&#8243;]What do you do with your NPS data? Download this resource to learn what to do next after you capture NPS survey responses.[content_upgrade_button]Click Here[\/content_upgrade_button][\/content_upgrade]<\/p>\n<h2>Going Forward<\/h2>\n<p>Asking your customers questions isn\u2019t enough. Don\u2019t forget to use that data to drive changes in your business. Strive to raise your NPS score and your customers will stick with you forever!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>It\u2019s important that you understand how your customers feel about your business. Learn how to create a Net Promoter Score survey to capture that data.<\/p>\n","protected":false},"author":215519,"featured_media":13054,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[5485,5484,5483],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v17.2 (Yoast SEO v17.2) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<meta name=\"description\" content=\"It\u2019s important that you understand how your customers feel about your business. 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