How to Design Effective Customer Surveys: Insights from Caroline Jarrett

Episode web page ----------------------- The Human Insight Summit (THiS) PROMO Code The Human Insight Summit (THiS) is headed to Austin, Texas, this October 28-30. THiS is our annual, in-person customer conference dedicated to helping organizations understand their customers by showing and sharing, first-hand, the possibilities of using human insight across the business. Get $100 off your registration with the podcast listener code: UNLOCKED. Learn more or register. ----------------------- Special Offer To celebrate her participation in the podcast, Caroline offers a 15% discount on her book "Surveys That Work" from Rosenfeld Media. Use the code CJFORMS24 at checkout, valid through July 2024. ----------------------- Episode Summary: In this episode of the Insights Unlocked podcast, hosts Nathan Isaacs and Mike McDowell are joined by Caroline Jarrett, a leading expert in forms and surveys. Caroline, the author of "Surveys That Work" and "Forms That Work," shares her extensive knowledge on designing effective surveys and forms that yield meaningful insights. Celebrating the 30th anniversary of her consultancy Effortmark, Caroline delves into best practices, common pitfalls, and the evolving role of AI in survey methodologies. Key Themes: Importance of interviews before surveys: Caroline emphasizes starting with interviews to understand the vocabulary and concerns of potential respondents. Interviews help refine survey questions and ensure they resonate with the target audience. Focus on the Most Crucial Question(s): The discussion highlights the need to identify and prioritize the most crucial questions in a survey. Avoiding lengthy and overwhelming surveys helps maintain respondent engagement and yields more reliable data. Iterative testing and design: Caroline and Mike stress the importance of iterative testing in survey design. Continuous refinement based on feedback ensures that surveys are effective and user-friendly. Impact of AI on surveys: The role of AI in surveys is explored, noting that while AI can enhance data processing, human oversight is crucial for interpreting complex responses. Caroline shares her early experiences with AI in forms, providing a historical perspective on its development. Practical tips for form design: The episode includes practical tips for optimizing form design, such as placing confirmatory fields below the initial input fields to reduce errors. Caroline advocates for avoiding placeholder text inside input boxes, as it can lead to confusion and mistakes. Guest Information: Caroline Jarrett on LinkedIn Website: Effortmark Social Media: Caroline is active on LinkedIn and Blue Sky, and occasionally checks Twitter as @CJForms. Special Offer: Caroline offers a 15% discount on her book "Surveys That Work" from Rosenfeld Media. Use the code CJFORMS24 at checkout, valid through July 2024. Additional Resources: Caroline's website provides access to various resources, including a free poster titled "Listen First, Ask Second." For more insights, listeners can explore Caroline's articles and presentations on form and survey design. Blog: 4 methods for designing truly engaging customer surveys Connect with Us: Nathan Isaacs: Senior Manager for Content Production at UserTesting Mike McDowell: Senior Solutions Consultant at UserTesting, known for his UX research videos on LinkedIn and YouTube. Subscribe & Follow: Stay updated with the latest episodes and insights by subscribing to Insights Unlocked on your favorite podcast platform. Follow us on social media for more updates and behind-the-scenes content.

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What does it take to create experiences customers love, craft campaigns that captivate, and drive measurable results? Insights Unlocked features candid conversations with the builders, creators, and innovators driving some of the world’s most impactful digital transformations. Tailored for marketing, product, UX and CX leaders, each episode delivers actionable insights to help you create customer-first strategies and stay ahead in today’s competitive landscape. Each episode is about 30 minutes long. From optimizing product launches to leveraging AI for smarter workflows, Insights Unlocked is your go-to resource for designing experiences that resonate, drive loyalty, and achieve business results. Guests include influential leaders like Brian Solis, April Dunford, Kate Towsey, Jacob Nielsen, Teresa Torres, and Judd Antin among others, offering their expertise in CX, UX, and innovation. The podcast also highlights strategies and success stories from leading brands such as Verizon, Signet Jewelers, Figma, Microsoft, Tesco Bank, and more. UserTesting leaders and industry experts join as guest hosts, alongside show producer Nathan Isaacs, award-winning journalist and Senior Manager of Content Production at UserTesting. Brought to you by UserTesting, the leader in human insights and proactive customer experience strategies, Insights Unlocked empowers CMOs and marketing teams to craft experiences that drive growth, loyalty, and impact. Listen and subscribe wherever you get your podcasts. Show notes, curated clips and more at usertesting.com/podcast.