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BUILDING GREAT 
MOBILE SURVEY 
EXPERIENCES
Braydon Anderson!
Product Marketing, Qualtrics!
Ryan Nelsen!
Product Marketing, Qualtrics!
WEBINAR SPEAKERS
The Mobile Movement!
Mobile Surveys!
SMS!
In-the-Moment & Offline Surveys!
!
SESSION AGENDA
The average person looks at their phone 150 times a day.	
  
91% American adults have a cellphone!
74% Have a smartphone!
80% Browse the web daily, on a phone!
64% Check email daily, on a phone!
!
Source:	
  Pew	
  Internet	
  surveys	
  2006-­‐2014	
  
Source:	
  Marke:ng	
  Land	
  /	
  Smart	
  Insights
THE MOBILE MOVEMENT
THE MOBILE 
SURVEY REVOLUTION
!
Greater than !
20% of surveys are !
now taken !
on a mobile device!
Yet, 36% of researchers are NOT leveraging mobile!
TWO MAJOR ISSUES
Biased response!
Biased non-response!
Only 1-5% will access a survey more than once!
!
#1 TREND IN RESEARCH
Source:	
  G.	
  Peterson,	
  Unintended	
  Mobile	
  Respondents,	
  CASRO	
  Technology	
  Conference	
  
Qualtrics Research Suite Makes it Easy!
!
Deliver clean, branded surveys to
respondents regardless of device !
!
Capture the right insights from the right
people at the right time!
!
!
EVOLVING RESEARCH DESIGN
QUALTRICS MOBILE FEATURES
Announcing: Mobile Survey Preview & Mobile Matrix Question
MOBILE DEMO
QUALTRICS 
SMS SURVEYS
DID YOU KNOW?
POCKET FEEDBACK, ON-THE-GO
!
Now you can:!
!
•  Interact with consumers directly on
their smartphone!
•  Personalize the feedback
experience as if they were texting
with a friend!
•  Build one survey that works for
email, social and SMS distribution!
DID YOU KNOW?
•  90% of text messages are opened and read within 3 minutes

•  98% of SMS responses are collected within 24 hours

•  90-94% of customers who answer the first question, answer
all questions and 60-70% are willing to provide comments

•  Coupons, offers and loyalty programs are redeemed "
8x more than emails

•  25-45% is the average industry response rate for SMS
•  In-the-moment Insights!
•  Post-transactional Feedback!
•  Promotional Offerings (Done the right way)!
•  University Research and Student
Outreach!
•  Real-time Event Feedback !
and Polling!
TOP 5 WAYS TO USE QUALTRICS SMS SURVEYS
ENTER TO WIN A SHOPPING SPREE
BOTTOM OF
RECEIPT
ON-CAMPUS FEEDBACK
SMS SURVEYS DEMO
QUALTRICS 
OFFLINE SURVEYS
IN-THE-MOMENT 
RESEARCH
ASKING
OBSERVING
•  Manual entry!
•  Data errors!
•  Lost/wasted data!
•  Lack of centralized data!
•  No reporting!
•  Inefficient!
•  Time consuming	
  
OLD SCHOOL METHODS
Capture in-the-moment feedback on your
tablet or smartphone anytime, anywhere —
without an Internet connection. Perfect for
use in the field and anywhere your team
interacts with customers. !
!
Available for:!
•  Apple’s iPad, iPod and iPhone!
•  Most Android Tablets!
•  Android Smartphones Version 4.1+!
NEW SCHOOL: QUALTRICS OFFLINE SURVEY APP
1 
Face-to-face feedback
2 
Focus groups!
3 
Shopper experience!
4 
Consumer intercept research!
5 
Concept testing!
6 
Self-service feedback (kiosk)!
7 
Product development!
8 
University research!
9 
Employee feedback!
10 
Offline & everywhere your customers are!
TOP 10 USE CASES FOR IN-THE-MOMENT
EVENT FEEDBACK
Responsive Themes
Mobile Compatibility Advisor
Device Detection
Mobile Survey Preview
Mobile Matrix Questions
SMS Surveys
Offline Surveys
MULTI-CHANNEL MOBILE APPROACH
•  Set accurate time expectations up front!
•  Have someone else test the length of the survey on a mobile phone!
•  Think about color contrast – could be taken in bright sunlight !
•  Don’t expect to get rich, open-ended responses!
•  Shorten instructions !
•  Determine which day and time is best for respondents to receive mobile survey!
•  Consumers see the SMS history every time they open a new message
–  Avoid over-surveying
–  Keep messaging consistent
!
BEST PRACTICES TO CONSIDER
RECOMMENDED NEXT STEPS
Re-evaluate
your survey
questions "
and optimize "
for mobile
Leverage the
mobile
technology "
in Qualtrics
Consider "
mobile, SMS &
Offline for
upcoming
projects with the
respondents’
view in mind
Take a "
multi-channel
approach to
engage your
audience
Q&A

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Build Great Mobile Survey Experience with Qualtrics

  • 1. BUILDING GREAT MOBILE SURVEY EXPERIENCES
  • 2. Braydon Anderson! Product Marketing, Qualtrics! Ryan Nelsen! Product Marketing, Qualtrics! WEBINAR SPEAKERS
  • 3. The Mobile Movement! Mobile Surveys! SMS! In-the-Moment & Offline Surveys! ! SESSION AGENDA
  • 4. The average person looks at their phone 150 times a day.   91% American adults have a cellphone! 74% Have a smartphone! 80% Browse the web daily, on a phone! 64% Check email daily, on a phone! ! Source:  Pew  Internet  surveys  2006-­‐2014   Source:  Marke:ng  Land  /  Smart  Insights THE MOBILE MOVEMENT
  • 5. THE MOBILE SURVEY REVOLUTION ! Greater than ! 20% of surveys are ! now taken ! on a mobile device!
  • 6. Yet, 36% of researchers are NOT leveraging mobile! TWO MAJOR ISSUES Biased response! Biased non-response! Only 1-5% will access a survey more than once! ! #1 TREND IN RESEARCH Source:  G.  Peterson,  Unintended  Mobile  Respondents,  CASRO  Technology  Conference  
  • 7. Qualtrics Research Suite Makes it Easy! ! Deliver clean, branded surveys to respondents regardless of device ! ! Capture the right insights from the right people at the right time! ! ! EVOLVING RESEARCH DESIGN
  • 8. QUALTRICS MOBILE FEATURES Announcing: Mobile Survey Preview & Mobile Matrix Question
  • 9.
  • 12. DID YOU KNOW? POCKET FEEDBACK, ON-THE-GO ! Now you can:! ! •  Interact with consumers directly on their smartphone! •  Personalize the feedback experience as if they were texting with a friend! •  Build one survey that works for email, social and SMS distribution!
  • 13. DID YOU KNOW? •  90% of text messages are opened and read within 3 minutes •  98% of SMS responses are collected within 24 hours •  90-94% of customers who answer the first question, answer all questions and 60-70% are willing to provide comments •  Coupons, offers and loyalty programs are redeemed " 8x more than emails •  25-45% is the average industry response rate for SMS
  • 14. •  In-the-moment Insights! •  Post-transactional Feedback! •  Promotional Offerings (Done the right way)! •  University Research and Student Outreach! •  Real-time Event Feedback ! and Polling! TOP 5 WAYS TO USE QUALTRICS SMS SURVEYS
  • 15. ENTER TO WIN A SHOPPING SPREE
  • 18.
  • 23. •  Manual entry! •  Data errors! •  Lost/wasted data! •  Lack of centralized data! •  No reporting! •  Inefficient! •  Time consuming   OLD SCHOOL METHODS
  • 24. Capture in-the-moment feedback on your tablet or smartphone anytime, anywhere — without an Internet connection. Perfect for use in the field and anywhere your team interacts with customers. ! ! Available for:! •  Apple’s iPad, iPod and iPhone! •  Most Android Tablets! •  Android Smartphones Version 4.1+! NEW SCHOOL: QUALTRICS OFFLINE SURVEY APP
  • 25. 1 Face-to-face feedback 2 Focus groups! 3 Shopper experience! 4 Consumer intercept research! 5 Concept testing! 6 Self-service feedback (kiosk)! 7 Product development! 8 University research! 9 Employee feedback! 10 Offline & everywhere your customers are! TOP 10 USE CASES FOR IN-THE-MOMENT
  • 26.
  • 27.
  • 28.
  • 30.
  • 31.
  • 32.
  • 33.
  • 34.
  • 35.
  • 36.
  • 37.
  • 38.
  • 39. Responsive Themes Mobile Compatibility Advisor Device Detection Mobile Survey Preview Mobile Matrix Questions SMS Surveys Offline Surveys MULTI-CHANNEL MOBILE APPROACH
  • 40. •  Set accurate time expectations up front! •  Have someone else test the length of the survey on a mobile phone! •  Think about color contrast – could be taken in bright sunlight ! •  Don’t expect to get rich, open-ended responses! •  Shorten instructions ! •  Determine which day and time is best for respondents to receive mobile survey! •  Consumers see the SMS history every time they open a new message –  Avoid over-surveying –  Keep messaging consistent ! BEST PRACTICES TO CONSIDER
  • 41. RECOMMENDED NEXT STEPS Re-evaluate your survey questions " and optimize " for mobile Leverage the mobile technology " in Qualtrics Consider " mobile, SMS & Offline for upcoming projects with the respondents’ view in mind Take a " multi-channel approach to engage your audience
  • 42. Q&A