It’s often a good idea to be able to compare and track satisfaction scores across different areas of your business. For example, you can compare CSAT across the different sites or locations you operate from. Or, find out which teams customers find the easiest, or most difficult to work with.
Here is an example of comparing NPS by staff:
CustomerSure supports the common scenarios out the box, and allows you to create further segmentation if needed. There are a two main steps to using segmentation, described below.
It’s worth mentioning here that although we always strive to make everything as simple as possible, setting up segments is currently one of the more complex areas our software. Although you’re always welcome to do everything yourself, we do often work closely with customers at the set up stage to ensure you get the reports that you require. So please never hesitate to get in touch for help if you think it may benefit you! It’s all part of our service.
Step 1: Defining the segments
Your segments can be created and managed here:
- Hover over your name on the main menu.
- Click Company Settings on the drop-down menu.
- Click Segments on the secondary navigation bar.
Compare scores by staff (and teams)
The software needs to know up-front about any staff you want to compare. Staff members can optionally be put
into a team too, that will result in the team segment being set meaning you can compare satisfaction by team. If you
only want to track teams but not staff, we recommend you create your own segment named
To manage your staff, or teams simply click the appropriate Edit button on the Segments screen. If you do not want the staff members to have access to your CustomerSure account you add them as a staff without a login.
Compare scores by site (and regions & countries)
The software needs to know up-front about any sites that you want to compare and report on. If you set the region and country on your sites you will also be able to compare (and filter) by those.
To manage your sites, click the Edit button next to Sites on the Segments screen.
Tracking scores by anything else
You can use the Add new segment button on the Segments screen to create your own. You will need to give each one a name and a key to identify it from the others—the key often matches the name. It’s needed for setting the segment through scheduled feedback requests (see example CSV file below).
Step 2: Setting segments on feedback
Once your segments are defined, the final step is making sure they get set on your feedback. I.e. that the right person, team, site, product etc. is assigned. The various options for doing that are covered below.
The easiest way to set segments on feedback is to do it after it arrives. On the feedback detail page you will see your segments in the sidebar and you can simply choose the right option from a list. This does require manual work for every item of new feedback—which is best avoided if possible. This can also be helpful to correct a segment if it’s wrong.
From your survey
Sometimes it makes sense to ask your customer a question, such as ‘Which clinic did you visit today?’ and present them with a drop-down list which sets the segment for you. When you add an option question to your survey you can specify that it should set a segment. For this approach to work, you will need to pre-define the options to show in the drop-down list when you add the segment.
From feedback request emails
To set staff via your feedback request emails you need to make sure that the staff records exist in your
CustomerSure account first. When you add/edit staff, you can set a code, E.g.
jane-123. This code
needs to match the data in your CSV file (or what you send us via an integration). When our software sees
jane-123 in your data, it finds the correct staff member and links the feedback to them. As long
as the codes are unique, they can be anything you like—sometimes you just need to use a name—it
depends on your source data.
Sites work in the same way as staff.
If you create your own segment, such as
product you would create it and give it a key.
Unlike staff and sites you do not need to pre-define all the possible products. They will be automatically created
on-the-fly from your data. This doesn’t work for staff or sites because they both require more information beyond a
name (E.g staff require an email address. We plan to improve this in future).
The following table shows an example CSV file that you could use to schedule feedback requests and set segements on the feedback that comes in as a result:
- email: a required header that indicated the column of customer email addresses.
- site_code: this header shows that you want to set the built-in site segment.
- staff_code: this header shows that you want to set the built-in staff segment.
- product: this header would match one of your segment
- customer_type: this header would match one of your segment
firstname.lastname@example.org customer email addresses.
newcastleare codes that each match one site record in your account.
mike789are codes that each match one staff record in your account.
newcastleare product values that will be created if they do not exist in your account.
If you schedule feedback request through an API integration, or an ‘Email To’ integration you can segments using the same approach. The ‘Email To’ screen in the software explains the required format, as does the API documentation.
If you need any extra help understanding segmentation please just just get in touch and we’ll gladly help.