Looking to get a deeper understanding of shoppers and their behaviors, beyond report metrics? Running an Instant Survey can help you quickly get to the bottom of some of your burning business questions, whether it's why shoppers are leaking or what they really think of a new product you're coming out with. This article walks you through the basics of setting up any of our Instant Surveys.
Pre Work: Before you Begin
Before building your Instant Survey, there are a few key things to consider:
Survey Credits are required to launch an Instant Survey. To learn more, please visit About Survey Credits.
There are five different Instant Survey Types in the platform, each with a different intended use case. To learn more, please visit Instant Survey Types.
Pro Tip: Remember you can always send a message to our support team via the In-Platform chat at any point. Our Solution Specialists can help with locating Survey Credits, determining which Instant Survey Type best suits your business question, and more!
Step 1: Select your panelists
In this initial step you are selecting a panelist sample of “who you want to talk to”. Numerator has access to known purchasing behaviors based on receipt capture so that you can target verified buyers based on product, store, and date of purchase. You may also use People Groups to select highly targeted cohorts of consumers (e.g., lapsed buyers, heavy shoppers, typed segments & psychographics, etc).
Step 2: Create the questionnaire
After identifying who you want to talk to in the select panelist step, this is where you input “what you want to ask them” by entering the questionnaire. Access pre-written recommended questions or previously created custom questions via the folders, or write your own custom questions. You can always edit, re-order, or delete questions via the questionnaire panel.
Learn more about Creating a Survey Question
Step 3: Review Survey
The final step provides an opportunity to review your Instant Survey, and once satisfied with everything launch the survey. Here you can find your survey sample details for the panelists you selected, the questionnaire, and the credits available. This also gives you an opportunity to rename the survey as well as save it as a draft for later access.
Post Launch Notes
Once you hit 'Launch', Numerator's research team will quality control the survey before setting it out to the panel. Additionally, you will receive an email once your survey has started collecting responses and another once the survey is complete. The Survey results will be found in the My Surveys tab, located in My Workspace.
Learn more about the Post-Lauch process here!
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Last Updated: 11/19/2024