How to set up an NPS survey with Contentsquare

Start gathering actionable insights today by following our step-by-step instructions on how to create NPS surveys that you can send to customers or place directly on your website—for free.

Summary

Running a Net Promoter Score® (NPS) survey is an easy first step in evaluating how your business can increase customer loyalty and prioritize retention. But to truly improve the customer experience, you need to make the most of your NPS survey and seek out valuable user feedback that goes beyond a simple numerical score.

In this chapter, we provide step-by-step instructions for creating the two main types of NPS surveys in under five minutes using Contentsquare:

• Send a standalone survey to your customer base via email (or other channels)

• Run an on-site survey directly on your website

Sign up for Contentsquare to use our Voice of Customer tool with built-in NPS software, so you can collect answers, store results, and calculate your final score.

How to create an NPS survey to send via email

Follow the six steps below to create an NPS survey you can share with your customers via email (or any channel you like). 

1. Create a new survey and give your survey a title 

Click on ‘Surveys’ in Contentsquare’s sidebar menu, then ‘New Survey’, and ‘Start from scratch’.

Next, enter a name and description for your survey in the Details section (this won’t be visible to your customers).

The more descriptive you are, the easier it becomes for you and your teammates to refer back to the survey.

2. Choose your survey type

Select ‘Link’ to create a survey you can share with your customer base.

3. Add your NPS question

Each new Contentsquare survey is automatically populated with two default questions and a thank you message.

To modify the first question, choose the Net Promoter Score® option from the drop-down menu, where you’ll see the standard NPS question. You just have to replace the [x] in this example with your company’s name:

How likely are you to recommend [x] to a friend or colleague?

You can also add a short description with instructions or information for your customers by selecting ‘More options’, then ‘Statement’. Here’s a fairly standard introduction you can edit as needed:

• At [x], we use your feedback to improve our product, so thank you for taking the time to fill out this survey. It shouldn’t take you more than 1–2 minutes to complete.

💡 Pro tip: NPS isn’t the only metric for measuring and improving the customer experience. In addition to Contentsquare’s NPS template, you can run a Customer Effort Score, customer churn, or customer satisfaction survey to tap into more customer sentiment.

4. Add follow-up questions

Modify the next default question by entering your follow-up question. A simple question to ask is:

• What’s the main reason for your score?

Click ‘More options’ and repeat Step 5 for any additional follow-up questions you may want to ask respondents, for example: 

• What should we do to WOW you?

Toggle the blue ‘Required’ switch to make follow-up questions mandatory or optional.

Running an NPS survey is ultimately about improving the customer experience: adding open-ended questions to your survey is the only way to gain customer insights that help you address the issues your detractors and passives have with your business.

💡 Pro tip: use Contentsquare AI for Surveys to tackle high survey response rates and streamline your data collection process. Contentsquare AI analyzes your NPS data and open-ended survey results for you, summarizing the customer feedback you receive in an auto-generated report. You can also use our AI to build a survey centered around a specific goal, like reducing customer churn or increasing customer retention or loyalty.

5. Add a thank you note

The ‘Thank you message’ field is pre-filled with the default sentence ‘Thanks for completing the survey!’. As always, you’re free to edit this however you like.

6. Customize and activate your NPS survey

Sections 4–8 of the Contentsquare survey builder let you customize the nuts and bolts of your NPS survey: you can design its appearance and automatically share responses to communication channels like email, Slack, or Microsoft Teams.

The final ‘Summary’ section gives you a preview of how your survey will look and function. Once you’re happy with it, set the status to ‘Active’, click ‘Create survey’, and embed the survey link in an email.

💡 Pro tip: once customers start filling out your survey, you can view responses and track your Net Promoter Score in real time by adding the NPS widget to your dashboards.

Contentsquare’s NPS widget automatically calculates your score and lets you easily access customer responses

How to create an on-page NPS survey

Contentsquare also lets you create an on-page survey that appears as a pop-up (popover), button, full-screen overlay, or direct embed on your website pages. This lets you survey customers at targeted touchpoints along the customer journey, giving you more contextualized, in-the-moment insights.

Here are five quick steps you need to follow to add an on-page NPS survey to your site.

1. Choose your survey type

First, complete Step 1 as we outlined above. Then, select ‘Popover’, ‘Button’, ‘Embedded’, or ‘Full screen’ to create an on-site survey. We’ll use a pop-over (or pop-up) survey as an example.

2. Add your NPS question and any follow-up questions

Follow the directions for adding questions to a ‘Link’ survey above. You can modify each question type with the drop-down menu and finish the survey with a thank you note.

3. Customize your survey’s appearance

After adding your survey questions, you can modify the language and position of the pop-up on your page. You can also hide the Contentsquare branding, add your logo, or change the background and font colors.

The pop-up NPS survey will look something like this:

4. Target your pages and users

Select which page(s) and device(s) you want your NPS survey to appear on, and the users you want to target.

📖 If you need more in-depth information, read our quick page-targeting article.

5. Select when and how often you want your survey to appear 

In this phase, you need to:

• Decide when your NPS survey should launch on the page 

• Set how often your survey will be shown 

• Opt to include a screenshot of what your users see when responding

After setting all the parameters, you’ll see a preview of your survey. Set its status to ‘Active’, and click ‘Create survey’ when you’re ready to launch!

As with ‘Link’ surveys, you can view survey responses and track your Net Promoter Score in real time with the NPS widget on your dashboard.

Remember, once you create a survey and start collecting data, any edits to the survey will alter your results. To make edits, it’s best to create a new survey.

Net Promoter, Net Promoter System, Net Promoter Score, NPS and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Fred Reichheld, and Satmetrix Systems, Inc.