How to write a CES survey that people will actually respond to

How to write a CES survey that people will actually respond to

TL:DR

  • CES — which measures how much effort a customer has to put into solving a problem or having an interaction with your company — is a crucial CX metric to track. 
  • We’ve already gone into more detail about what a CES score is and why it is important
  • And we’ve taken you through how to calculate it step-by-step. 
  • In this article, we’ll focus on how you can write a CES survey that people will actually respond to. 

A CES, or customer effort score, is one of those fundamental CX metrics that every company should be tracking.

It exists in the same league as some other familiar terms like CSAT and NPS, and can tell you a lot about how well — or poorly — your customer support team is performing and how likely your customers are to churn. 

What is a customer effort score?

But what exactly does CES measure? 

We’ve gone into greater detail elsewhere, but CES is a metric that defines how much effort your customer needs to use to complete a transaction, resolve a support issue or interact with your company/product in general. 

As a rule, you want to make sure you are creating seamless customer experiences that require very little effort. If you’re asking your customers to exert themselves every time they come to you to solve a problem, you’re pretty much guaranteeing that they’ll churn and use a competitor instead. 

That’s why it’s crucial to turn frictionless CX into one of your main competitive advantages. 

How to calculate CES?

The formula for CES is quite simple. Once you’ve sent out all your surveys, you’ll need to total the high scores (typically scores in the 4 and 5 range) and divide that sum by the total number of responses to your survey. You then multiply that to arrive at a percentage. And that percentage is your CES score. 

For example, let’s say you receive 50 responses to your CES survey. You go through the results and see that 40 people have rated you a 4/5 or 5/5 — meaning they were happy with the experience and hardly had to exert any effort at all. Your CES score is (40/50) x 100 = 80%

How to write a CES survey

In order to calculate your CES score, you’ll first need to design and send out your CES surveys. The same best practices that we’ve spoken about in connection with CSAT essays apply here:

Make it easy

Given that we are measuring CES scores here, you want to make sure that your CES survey doesn’t require a lot of effort to complete! Make sure it consists of just one or two questions — preferably multiple choice questions, to make it really easy for your users to answer it. 

Keep it targeted

You’ll also want to make sure that you send out your CES survey in connection with very specific instances and at specific moments to make sure that the data you collect is meaningful. The best time to trigger them is after a user has completed an action or interacted with your support team. 

Think about delivery

Email may not be the best answer here, because not only are open and reply rates pretty dismal, emails also lack context. We’d suggest using in-app surveys instead, preferably immediately after a user has completed an action or interacted with your support team. 

Experiment with form

There are a number of grading scales and types of questions you can use to design your survey, so experiment with form if your response rates are lacking. Perhaps people are more likely to respond to a 5-point scale rather than a 10-point scale, for example. Or maybe they’d rather respond with an emoji! You’ll need to test these and figure out what works best. See our Google Forms example above for an example of what a CES survey could look like.

The different types of CES survey scales

There are a few different scales you can pick from when designing your CES survey. 

The Likert scale

These questions are graded on a scale from ‘strongly agree’ to ‘strongly disagree’, with values such as somewhat agree, neutral and somewhat disagree in between those two extremes. The neutral option is included for people who are undecided or don’t know how they feel about a particular experience or interaction. 

The number scale

Number scales feature numbers as a way to rate questions. You can have scales from 1 to 5 or 1 to 10. Think of the star ratings that you come across when looking for, say, reviews of software on sites like Capterra or G2. Those star ratings are based on number scales. 

Binary scales

As the name suggests, binary scales feature two options to choose from. Those options are often a ‘Yes’ and a ‘No’ and apply to questions such as ‘Was your recent support experience with us easy?’ Because these scales, by their nature, feature very little nuance, they may not be the best and can’t typically be used to get a very representative answer on where you stand in terms of metrics like CSAT and CES. 

Open-ended questions

In contrast to binary scales, which typically allow for the least amount of nuance, open-ended questions are where you ask someone something in a survey and give them a text field to type out their answer. Though you can get a lot of information in this way, it may not be easy to interpret or useful in calculating your CES score, so they should be used very sparingly and only when you want more context on a particular rating. It can be good to follow up with open-ended questions after someone has responded to a CES survey rather than build them into the survey itself. 

CES survey questions

Unlike CSAT questions, which are designed to measure customer satisfaction, you’ll have to design your CES questions to measure customer effort instead. 

You’ll also need to frame them carefully: in order to arrive at the right score and compare it with CES industry benchmarks, higher scores on your question should indicate easy interactions and lower scores should indicate difficult interactions. 

With regards to the specific categories of questions you can ask, there are three primary ones for CES: 

  • Product
  • Experience
  • Follow-up questions

Product

These questions are designed to measure the effort your customers had to expend when using a particular feature or completing a particular process. Some examples include: 

  • How easy was it to complete our onboarding process? 
  • One a scale of 1-5 (with 5 being very easy and 1 being very difficult) how easy was it to use (enter feature name)?
  • How easy has it been to use (enter product name) so far?
  • Is (enter product or feature name) simple to use? 
  • To what extent do you agree with this statement: ‘It is easy to get value from (enter product or feature name)?’
  • How easy is it to solve (enter pain point) with (enter product or feature name)?

Experience

These are questions geared towards experiences that your customers have with your company that are not directly related to your product. For example, they can be about recent support experiences, account set up or payment processes. Some examples include: 

  • Overall, how easy was it to solve your problem using our help center?
  • How easy was it to understand this article?
  • Was it simple to set up your account?
  • To what extent do you agree with this statement: ‘It was easy to get in touch with (enter company name)’s support team?’
  • Did our support team make it easy for you to solve your issue today?
  • Was it easy to find the information you needed on our website?
  • How easy was it to interact with our team?
  • How effortless was your recent support interaction?

Follow up questions

Now that you’ve sent a targeted CES survey that is easy to answer and boosted your reply rates, feel free to send a more detailed survey or text-based question as a follow up for more information. You can’t use these when calculating your CES score, but they can give you mich needed insight when you’re trying to interpret it. 

Some examples include:

  • What could have improved your experience today?
  • What would need to improve to increase your answer by one point?
  • Tell us how you felt about your recent support experience today.

You can set open text fields for these kinds of questions so people can answer in greater detail. 

Wrapping it up

CES is one of the most crucial metrics to track because it gives you important insight into how easy your product is for people to use and how simple it is for them to interact with your company. 

Both those things are important to cultivate because, if you’re constantly asking your customers to exert a lot of effort in their interactions with you and your product, they’re more likely to churn, which will negatively affect your retention and product usage rates. 

Sending out short, targeted and easy-to-respond-to CES surveys can help you get a handle on the score, calculate it and then track it to make sure that you are creating the best experiences possible for your customers.

Author

Shifa Rahaman

Content Marketing Manager

Contributor