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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
Build Great Mobile Survey Experience with Qualtrics
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
Build Great Mobile Survey Experience with Qualtrics
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
Build Great Mobile Survey Experience with Qualtrics
Build Great Mobile Survey Experience with Qualtrics
Build Great Mobile Survey Experience with Qualtrics
EVENT FEEDBACK
Build Great Mobile Survey Experience with Qualtrics
Build Great Mobile Survey Experience with Qualtrics
Build Great Mobile Survey Experience with Qualtrics
Build Great Mobile Survey Experience with Qualtrics
Build Great Mobile Survey Experience with Qualtrics
Build Great Mobile Survey Experience with Qualtrics
Build Great Mobile Survey Experience with Qualtrics
Build Great Mobile Survey Experience with Qualtrics
Build Great Mobile Survey Experience with Qualtrics
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
  • 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
  • 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
  • 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