Asking the question you are currently guessing at

One use, narrowly. Not lead capture โ€” a survey sent to people who already bought, to settle a question you have been answering from instinct.

Watch

A short survey sent to past customers, and its answers 17s

What it does

What it is for

The people to ask are already here

You can send it to a segment of past customers rather than buying an audience, because their records are already on the system.

Answers land on their record

A response attaches to the contact who gave it, so you can go back and ring the three people who said something interesting.

It can trigger a follow-up

A poor answer can raise a task for you the same day, rather than being read a month later in a summary.

How it works

How it goes

  1. Write down the thing you are currently guessing about.
  2. Turn it into two or three questions, no more.
  3. Send it to a segment of customers who would know.
  4. Read the answers on the records, and ring the ones worth ringing.

Worth knowing

Worth knowing

  • Most people will not answer. A small response rate is normal, and it skews towards the very pleased and the very annoyed.
  • People are polite in surveys and honest in reviews. Treat warm answers carefully.
  • Asking sets an expectation that you will do something. Do not ask a question you have no intention of acting on.

Related

Related

Forms and surveys
The feature in general, and what happens after a submit.

Building and embedding a form
Building the questions and putting them somewhere.

Workflow automation
Acting on a bad answer the same day it arrives.

Ask one question

Log in, build a two-question survey, and send it to twenty customers you finished work for last month.

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