Research is the most important aspect through which a company can gather the relevant data required to make informed decisions. Many research models present in the market have made this data collection process easier and more efficient.

These research models focus on deciding the correct topic, picking the right audience with the relevant knowledge base that qualifies them as appropriate respondents, and asking them the right questions to analyze and predict accurately.

With the development of computerized learning and AI, the data collection process has become easier and simplified over the years.

Brands spend their own sweet time and resources going through multiple research methodologies and conducting feasibility studies to see if the method they choose is viable enough to be implemented.

One such method is CATI or computer-assisted telephone interviewing software. Let’s dive deep into what CATI is and its importance in this blog.

What is CATI?

In layman's terms, CATI is a research method that conducts survey research in a telephonic manner guided by a computer. The interviewer makes a call to the respondent and conducts the whole research over the telephone by using a script that is displayed on a computer instead of using the traditional paper-printed survey.

CATI surveys simplify the data collection by allowing agents to make notes about the respondent’s answers on the computer. Logic functions used by the software make the interviewing process dynamic. Using question randomization and repetition based on the answers provided by a particular respondent, you can customize the survey.

In addition, piping and branching techniques help to route to and skip questions based on what is relevant for a participant.

CATI survey software offers a better alternative to traditional data collection. It mixes the interpersonal touch generated by an interaction between company personnel and a respondent. Thus offering an easier way of collecting and sorting data that assist the interviewer in gathering relevant information without compromising quality.

Moreover, it allows the interviewer to focus on the interaction while leaving the complex work of managing data to the computer. This way, the interviewer gets to build a good conversation with the respondent, and the efficiency in data collection improves. Enhance your research process with an AI interview assistant to streamline interactions and gather precise data.

Also read: How to make automated phone surveys?

How does a computer-assisted telephone interview work?

CATI survey software allows you to design a survey questionnaire and program it to work seamlessly during a telephone survey. The tool allows agents to conduct telephone interviews by following the survey script.

The flexible and intuitive platform enables agents to log in to the answers on time and ask relevant questions based on the respondents' answers. This allows interviewers to focus on the respondent.

Also read: CATI in market research: Why it’s time to use Phone Surveys

Why leverage CATI for data collection?

Using cutting-edge phone survey software ensures faster data collection and a wider reach. All the while boosting engagement, increasing agents’ efficiency, & increasing response rates.

Here are six reasons why you should leverage computer-assisted telephone interview software for data collection.

01. Scalable:

CATI is a useful tool when it comes to collecting responses from respondents who are not easily accessible. It breaks down geographical barriers to make it easy for interviewers to collect data from a respondent anywhere simply by making a phone call.

This particular advantage of CATI makes it a better choice than personal interviewing, where a face-to-face interaction takes place between the respondent and the interviewer. This makes it easier to conduct large-scale studies in a short time period without any significant investment.

Using cloud-based CATI software enables you to scale the tool based on your organizational needs.

02. Customizable:

Respondents have a plethora of points of view, and these become more varied as the number of respondents goes on increasing.

Create tailor-made phone surveys using skip-logic, piping, or branching to ensure you ask respondents questions relevant to their experience. This provides the benefit of collecting precise data and eliminating any question or aspect that does not apply to the respondent.

03. Real-time monitoring:

When utilizing computer-assisted telephone interviewing, you can monitor the call's progress. You can supervise an ongoing call and monitor the live dashboard for completed cases, talk & idle time, etc.

Additionally, CATI software allows real-time synchronization and monitoring of data as and when interviews are complete. This benefit makes it easier to highlight and correct mistakes and track real-time progress to see if the study is progressing in the right direction.

Certain omnichannel survey software such as Voxco offers real-time data on the survey progress. It also integrates data from multiple types of research to provide a more holistic picture.

Seamlessly collect data with our integrated telephone survey software

• 99.99% Uptime
• On-Premise / Cloud Hosting Options

04. Good customer service:

For any respondent or customer, the interviewer represents the company for the period of the interview. The way an interviewer converses, his manner of speaking, and his tone can have a big impact on how the customer perceives the company image.

Allowing the interviewer to focus only on their interaction with the customer gives the interviewer freedom to build a good conversation with customers. This ensures the agent is not diverted by data collection and management. The computer does all the work while the interviewer can concentrate on rapport-building activities.

05. Quicker process:

Given that half of the work is automated by computer software, the process of collecting data through CATI is quicker than other manual methods. Sticking to the script and being concise offers the benefit of touching all the pain points in a timely and structured manner. This way you can ensure collection of the required responses and also meet the deadlines.

06. Ease of clarification:

Respondents might not understand certain questions or may feel that the choices offered are ambiguous. Such doubts about the clarity of the survey can easily be resolved through elaboration offered by the interviewer on call.

You cannot offer such clarification through online surveys, which makes CATI a better choice. The better the respondents understand the questions and the intention of the survey, the higher the quality of the feedback you gather.

Also read: 3 Types of Total Survey Error in Telephone Surveys

What are the cons of using CATI survey software?

There are some cons to using CATI as a mode of data collection. Here are two such disadvantages:

Designing takes time:

The process of collecting and navigating through the research may be efficient, but designing a questionnaire and entering it into the software can be time-consuming. Added to this is the typing speed and correctness of the interviewer.

The interviewer needs to be fast in entering the customer’s responses while making sure they do not miss out on any keywords that are essential for achieving the research purpose.

Modifications are difficult to incorporate:

Using logic functions in surveys makes it difficult to incorporate changes and update answers if respondents remember a part of the answer later on.

Research challenges that CATI counters

CATI software helps you interview your audience and gather accurate data faster than face-to-face surveys. Here are some of the challenges that computer-assisted telephone interview surveys help you resolve.

01. Lack of correlation:

The issue of not being to establish a correlation between two different research topics hampers the quality of decision-making that takes place using the data collected. By allowing real-time monitoring and dashboard inclusions, the researchers can combine two or more research results. This enables you to look at the bigger picture and establish a relationship between multiple research studies.

02. Dissatisfied respondents:

Respondents may not complete online surveys due to a lack of human touch or the survey length being too long, leading to non-response bias. By allowing the interviewer to concentrate on interacting with the respondent, the respondent gets to feel valued and respected. The interviewer can make sure that questions are answered to the fullest.

03. Geographical barriers:

Finding the right respondents may be easy, but getting in touch with them is difficult. That is the reason why most researchers go for convenience sampling. It is the process where respondents are selected on the basis of how easily they are available. With CATI, researchers do not need to rely on such a method, and they can carry out nuanced research without worrying about accessibility.

04. The number of respondents:

Researchers try to scale down the number of respondents they interview due to time constraints, lack of resources, and accessibility issues. With CATI in the picture, accurate data gets collected, and respondent accessibility is not an issue; the sample respondents can be maximized. Smaller samples can lead to inaccurate results due to sampling bias. This possibility is eliminated due to CATI.

05. Building long-term relationships:

Your customers walk out of a research process satisfied and content with the interaction they had, all because their opinions are valued. CATI brings good customer experience to the table so that long-term relationships are established, and satisfaction is kept top-notch.

Use cases of CATI survey software

Computer-assisted telephone interview survey software helps you reach your audience by phone and gather data without the need for face-to-face conversation. Market or social researchers, government agencies, and other organizations use telephone surveys to engage audiences whom they cannot reach with personal or online surveys.

1. Market research:

Brands can use phone surveys as a data collection method to gather insights into customers’ preferences, purchase behavior, and attitudes.

You can conduct phone surveys to

• Guage brand awareness,
• Gather feedback on new products or services,
• Understand customer experience and their satisfaction with the company’s products/services,
• Segment market based on demographic, geographic, behavioral, and other characteristics, and
• Gather competitive intelligence.

2. Political polling:

You can use CATI surveys in political campaigns to gather insights from voters about their opinions and preferences. Here are some ways you can use phone surveys in political polling:

• Track changes in voters’ preferences and gather their opinion on campaign messages.
• Conduct exit polls to understand how people vote and predict the result.
• Conduct focus groups to understand the voter’s concerns.

3. Social research:

Social scientists can use phone surveys to understand the beliefs, attitudes, practices, and behaviors of various groups in relation to societal issues.

Social scientists can use it for the following purposes:

• Gather data using social welfare surveys on social assistance, access to social services, housing, food, etc.
• Gather public opinions on social values, policies, and programs.

4. Health research:

Healthcare organizations can use phone surveys to track patients’ aftercare or explore individuals’ access to healthcare services. The insights can help organizations develop public health interventions and policies.

Here are some ways healthcare organizations can use phone surveys:

• Track patient satisfaction with the quality of care and access to healthcare services.
• Collect public information on healthcare utilization, types of services used, cost of healthcare services, frequency of visits, etc.

Overall, the CATI survey is a valuable tool for gathering insights from a wider population in a short amount of time. Using the data, organizations can make informed decisions and further follow up to gather in-depth insights.

Conclusion

CATI surveys are a valuable research tool, offering advantages such as faster data collection, control over the research process, high response rates, etc. It helps you reach an audience who may not be proficient in using mobile to take online surveys. Or those who you cannot reach even with field surveys.

Phone surveys allow you to avoid misinterpretation of questions, thus providing you with higher-quality data. It is quick and efficient, as agents can enter the data as they go through the interview. This means the software can automatically analyze the data right after the last interview ends.

This data collection method is a great example of technological advancement in this interconnected world.

Why Voxco is the right choice for you?

CATI survey software is an important research tool that can help desired end results. But the very act of selecting the right software that meets your needs can be a little difficult to find.

Here’s how Voxco makes a good case for the scale and nature of the study that you are looking to conduct:

1. An omnichannel platform: Find everything you need in one place by combining our powerful Voxco CATI mode with Voxco’s Cloud Dialer and Voxco IVR. Create an integrated phone survey system of unparalleled efficiency.
2. Dynamic survey design tools: The cumbersome part is made easy to create highly complex surveys with advanced question types and multiple conditions.
3. Interviewer’s flexibility: The freedom for interviewers to switch between languages gives a personal touch to the interviewing process.
4. Sophisticated fieldwork management tools: Maximize response rates with fieldwork tools like time zone management, interviewer roles, and smoothing functions.
5. Phone survey software integration: Voxco CATI can be seamlessly integrated with an entire telephony system of your choice:
   • Voxco Dialer offers automated, manual, or hybrid dialing modes to maximize dialing productivity.
   • Optimize interviewing resources by blending inbound and outbound calls, and improve response rates by using Voxco IVR to handle returned calls.

FAQs

1. What is a CATI survey?

When you use a computer for interviewing and gathering feedback from a human, it is known as a CATI survey.

You can create a survey with an extensive logic function to ensure that you ask only relevant questions. Once the software connects a call to the respondent, the interviewer can read from the interviewer monitor the script with an introduction, instructions, and questions in it. The interviewer can select the code based on the respondent’s answer and log in the data.

2. How are CATI different from traditional phone surveys?

In a CATI interview, the agent gets assistance from a computer program to conduct a survey efficiently. The agent reads the survey questions from the screen and logs in the response, the software uses logic to show the next question based on the previous answer.

Whereas, on traditional phone surveys, the interviewer had to manually look for survey questions which meant longer research time and irrelevant questions.

3. What is the advantage of using CATI surveys?

It is more time and cost effective than face-to-face surveys. You can reach a wider audience where they are, thus helping you utilize your research time efficiently. The software also enables you to take time-zone into consideration.

Agents can focus on gathering data and so complete the survey project faster.

4. How long does it take to conduct phone interviews?

The length of phone surveys depends on factors such as the number of questions, the complexity of the question, and the number of respondents. Even with automated calls and sophisticated logic, a phone interview can last up to 10 to 20 minutes.

It’s important to keep the number of questions to a minimum. Too many questions can lead to survey fatigue and lower your response rate.

Conducting surveys and gathering data is easy. However, the right insights often get buried in the pile of noise. Visualizing survey data helps you tell a story by transforming the raw feedback into insightful data. By leveraging survey data visualization, you can easily identify trends, patterns, relations, and themes in the collected data.  

Investigating survey data with a visualization tool empowers you with the right data to make informed decisions, propelling business growth. In this article, we’ll explore the benefits of utilizing survey data visualization tools and how to visualize survey data.

What is Knowledge Panel?

A KnowledgePanel survey is a research method that uses a carefully chosen group of people to collect information on different subjects. Unlike typical surveys, which often pick people randomly, KnowledgePanel surveys use a more focused method. This ensures a diverse and accurate sample that truly represents the group being studied.

Witness the power of omnichannel engagement and take your research to new heights with Voxco.

Embark on your journey towards data-driven success!

How does a Knowledge Panel survey work?

Panel members are selected randomly to ensure that survey results accurately represent the population, with a high level of accuracy. This level of precision is not achievable with non-probability panels. KnowledgePanel has improved its recruitment process by using Address sampling (ABS) instead of the Random Digit Dialing (RDD) method.

ABS sampling, which is based on probability, helps increase coverage of the population and establishes a robust sampling system for reaching individuals who are typically hard to reach. This includes people from minority groups and young adults. With ABS recruitment, households without internet access are provided with a web-enabled device and free internet.

Once participants accept the invitation to join the panel, they complete a brief demographic survey known as the core profile survey. The information collected in this survey is essential for future panel sampling. Successful completion of the core profile survey allows participants to become active panel members. Additionally, all respondents receive similar privacy and confidentiality protections.

A look inside ABS Recruitment

The recruitment process uses probability-based sampling from addresses listed in the USPS Delivery Sequence File. ABS methodology has a big advantage: it allows sampling of entire delivery points regardless of whether they have a telephone. By using existing data about addresses, it helps plan how to represent different subgroups accurately based on attrition rates.

• Hispanic age range 18-30
• Non-Hispanic age range 18-30
• Hispanic age range 31+
• Non-Hispanic age range 31+

From the randomly sampled addresses, the adults receive an invitation to join the Knowledge Panel every quarter. This happens over a series of contact attempts, comprising of an invitation letter, a postcard for reminding, and a continuous follow-up letter. In order to join the panel, the invited households should:

• Complete and mail back the paper form via a postage-paid envelope
• Call a toll-free number associated with GfK
• Go to a specific GfK website and fill out the recruitment form

Recruiting household members

The members of the entire household are enumerated at the time of the initial recruitment survey. Post enumeration, each household member equal to or above the age of 13 years can be recruited for participating in the Knowledge Panel survey. However, it’s important to take consent from the parents or guardians for the initial recruitment interview of the household members that are 13 -17 years old.

Survey Sampling

Once the panel members are successfully recruited as well as profiled, they are eligible to be selected for client surveys. Based on the study design, stratified random sampling is seamlessly carried out on the profile data.

The basic rule of sampling is not assigning individual members more than a single survey every week. In the case of certain exceptions, this confines the total assignments of a member to 4 or 6 surveys every month. If a survey sample requires prescreening, then members are usually drawn from a panel’s subsample (like females, window shoppers, republicans, etc.).

Survey Administration

Once assigned to a survey, members receive an email notification whenever a new survey is available. This email contains a link that takes them directly to the survey questions, without needing a login or password. The field period for surveys can last anywhere from a few hours to several weeks, depending on the client's requirements.

After three days, automatic email reminders are sent to panel members who haven't responded. If these reminders don't get the desired response, telephone reminder calls are made. It's standard protocol to wait at least 3 to 4 days after sending email reminders before making phone calls.

Panel members are typically expected to complete one survey per week or four surveys per month. Each survey should take between 10 to 15 minutes to complete.

Survey response rates

The response rate reporting for Knowledge Panel surveys is in accordance with the AAPOR standards. The AAPOR standards were originally designed with single survey administrations in focus. However, the response rates for KnowledgePanel surveys are calculated using algorithms developed by Callegaro and DiSogra in 2008.

Mostly, about 65% of people finish these surveys. The rate might change a bit depending on things like how long the survey is or what it's about.

What are the advantages of Knowledge Panel surveys?

Fairly nice compensations

In Knowledge Panel surveys, every survey session of 10-15 minutes is likely to help you earn approximately $1. If you earn $1 per week that means you can easily earn $60 per year. While the money isn’t too much but it is certainly a great incentive for an interesting activity!  

Turn points into cash

You can easily transform your points into cash. It also lets you turn them into either gift cards or even sweepstakes entries!  

Open for all household members

Every member of the family is free to join. So, every time that letter gets into your mailbox, it could be either for you or any other single member of the household.

What are the disadvantages of Knowledge Panel surveys?

Exclusive Panel

Receiving the invitation isn’t an easy task. The panels are extremely exclusive and only limited households really get the invitation. Even the partners are not authorized to send invitations.

High Checkout Threshold

Knowledge Panel surveys require cash out of $25 due to which they do not stand out among the existing competitors.  

Increased Survey Length

Many users say that the KnowledgePanel surveys keep on becoming lengthy with time. As the payment is not done on an hourly basis, the increasing length of surveys can lead to frictions.

Conclusion

To sum up, KnowledgePanel surveys are a dependable way to collect data that represents public opinions and behaviors accurately. Using probability-based sampling, they give valuable insights across different fields. Although they face challenges like limited access and long surveys, platforms like Voxco help improve their effectiveness. Overall, KnowledgePanel surveys are crucial for making informed decisions and understanding societal trends.

With platforms like Voxco, researchers can fully utilize KnowledgePanel surveys to gain valuable insights, guiding decision-making and creating meaningful impact.

What is a Survey Panel?

In market research, a survey panel refers to a group of re-recruited individuals with shared characteristics who have agreed to provide their feedback in exchange for monetary or non-monetary benefits. Panels are used in longitudinal studies; a type of correlational research that studies variables over long periods of time such as months, years, and decades. The use of a panel allows researchers to keep the individuals being tested constant so that changing behaviours, attitudes, thoughts, and sentiments can be measured effectively at different points in time.

What is a Global Survey Panel?

A global survey panel is a panel comprising of participants from different parts of the world. Online research panel providers often provide access to the global population, allowing organizations to obtain feedback from panels that consist of people from all around the world.

Global survey panels are especially useful to multinational companies that run their operations across different countries as they can collect longitudinal data from their global target market to study the changes in the behavior, sentiment, attitude, and preferences of their consumers.

Channels to Recruit a Global Survey Panel

There are two main recruitment channels through which participants are recruited into a global survey panel:

Internal Channels

Internal recruitment channels refer to when panellists are recruited through a company’s internal channels. This includes their existing customers, their email lists, their social media followers etc. As these individuals already have a direct line of communication with a brand, it is easy to onboard them to the panel.

External Channels

External recruitment channels are used when a company’s internal channels become insufficient. It is more difficult and more expensive to onboard respondents through external channels as they are less likely to consider working with a brand they have not interacted with and therefore have no connection to. Therefore, external channels should only be utilized once the internal channels are exhausted.

The Importance of Incentives in a Global Survey Panel

When conducting surveys and polls, it is crucial to incentivize panellists in order to gain increased engagement and a high survey response rate. Without incentives, it’ll be almost impossible to get the desired amount of survey respondents.

Use the following tips while incentivizing survey panels:

Offer Monetary Incentives

 Monetary rewards are much more effective than non-monetary rewards while trying to incentivize individuals to participate in surveys. The software comes with Skype for business activities to host meetings, interviews, client interactions, and more across any device end-to-end synchronization.

Reward all Participants

A sweepstake may be effective at initially luring in participants. However, a huge chunk of panellists will be left unsatisfied as they won’t be rewarded. Therefore, even if sweepstakes are used, ensure that at least a small reward is given to each panellist.

Avoid Rewards Associated with your Brand

Avoid giving rewards from your company’s prize inventory (company merchandise, for instance) as this provides less flexibility than monetary rewards and may not sufficiently incentivize individuals to participate.

It is important to note, however, that there are some survey panels where the use of incentives is not required. For instance, when conducting customer satisfaction surveys, it is crucial to skip survey panel incentives as an incentive could result in consumers providing positive feedback rather than honest feedback solely to redeem the reward. Hence, in such a case, incentives can compromise survey results.

Characteristics of a Global Survey Panel

The following are a few characteristics of a global survey panel:

Multilingual Support

When conducting surveys across different countries, it is important to ensure that the survey is available in different languages as panellists are more likely to respond when the survey is available in their first language.

Compliance

As global survey panels involve the collection of consumers’ personal data, it is important to ensure that the practices and software used while surveying are compliant with the different laws and regulations of the countries being surveyed.

Screening and Verification

As global survey panels are predominantly conducted using online channels, they run the risk of fraudulent survey respondents creating multiple profiles to obtain additional rewards. Fraudulent responses can compromise the validity of your study, hence it is pivotal to have a thorough screening and verification process to eliminate or minimize this risk.

With well-founded feedback from the relevant audience you can build and deliver successful products or services and create targeted marketing campaigns. While some companies have access to their existing customers for customer insight; other companies turn to using the Research Panel.

A research panel is an answer when you need to gather feedback from a specific type of consumer who mimics the target population. It is most effective and efficient when you need to collect feedback and insight for a specific purpose for market research.

Research Panel is also useful to access your competitor’s customers to compare how your products match up to your competitors. While you can easily access your own customers from your database, you cannot do the same with your competitor’s customers.

This is where the research panel helps you. It offers you the opportunity to gather feedback from consumers who may not be a part of your database. You can survey and analyze the customer insight of audiences to whom you may not have any access.

Factors to remember during Research Panel Recruitment

As we all have learned the larger your sample size is the better your results will be. When you need quantitative data more response may be a better option. However, the number of participants you need largely depends on the nature of your market research.

For example, for research on User Experience, less no. of respondents may be enough to reveal issues with the product or bugs in the app. You don’t need to survey endless no. of participants to get quality, practical and actionable insights.

Criteria of selecting Panelists

Selecting your panelists should align with the goal of your research. This will help you receive the more relevant information to fulfill the purpose of your research.

Define the demographic data that should be considered to gather useful data, such as age, gender, income level, relationship status, education, location, etc. These details will help you narrow down to relevant respondents who are a perfect fit for the market research.

B2B research panel

Companies refer to the B2B research panel when they require insight from experienced people on business matters. So, B2B panelists consist of individuals based on their job description, such as decision-makers, executives, and financial analysts of the company. Thus, for the B2B research panel respondents are selected as per the requirement of the business research.

Add Double Opt-in

A Double Opt-in feature confirms the respondent’s willingness to join the research panel. It is a two-step process, this means it asks for the member’s consent at two different points.

In the first phase of the procedure, the potential panelist sings in by providing general information like name and email address. After submitting the information, the participant is sent an email with a link to complete the process. The link works as the final step to enroll in the research panel. The second step may include a profile-based questionnaire to collect extensive data.

Recruiting Participants for Research Panel

Recruiting for a research panel does not imply that you should get as many people as possible. Though the sample size does matter, for a research panel selecting the right people who will provide you better insight is more important. There are a number of ways you can recruit panelists as we have mentioned in the article.

Outsource to a Research Panel Provider

A research panel provider can help you find trusted respondents who match your respondents and fit the target market. External providers have a wider variety of panelists available to them.

• It can give you access to a specific type of customer who qualifies your requirement.
• It can help you gather feedback from an audience who would otherwise not have any access to, i.e., a competitor’s customer base.

Panel Companies ask their respondents questions on various topics to create a profile for each respondent. The profile data is updated on a daily basis. Therefore, when a client requires a specific sample of respondents for their market research, the Panel Company can provide the sample based on the qualifying criteria of respondents.

This makes outsourcing your market research to a Panel Company a better option. Whether you want a homogenous or a diverse group of panelists, you can take advantage of a Panel Company to successfully reach the objective of your market research.

Access your own Database

You can also put together a panel of respondents from your own customer database. You require the email or other contact details of your customers to survey those who fit your profile for the respondents.

You can obtain the customer details from your sales or development team. Once you have the contact details of these customers you can send an email asking them to participate in a survey.

This works the best when you need to survey your own product or service. From the available customer data you know which customer is best suited for the survey, that is, those who have experienced the product or service.

You can better screen your own customers and narrow them down to survey those who will help you gain useful data. This way you can figure out the issue with the product and why many customers are not signing in or buying it anymore.

Online Recruitment

Email (SMS) or social media are the best platforms to contact the right respondents for your research panel. You can connect with hundreds of consumers and also recruit participants for your panel by identifying those who are interested in becoming a part of the research panel.

The respondents are those who trust your company which will lead you to more meaningful and useful customer feedback.

Email or SMS: You can make use of the customer data to send emails or text messages to your customers. Rather than looking around to recruit participants for the survey you can send them a link to invite them to participate in the survey. The recipient of the email can enter the panel themselves with the open invitation.

You can leverage an automated system to send a personalized message to a wide range of audiences in an instant.

Social Media: There are many options available in social media. While each channel serves a different purpose, all of them bring together thousands of people based on their shared interests. You can leverage social media to target audiences who share the same interest as the subject of your research.

Probability sampling

Using probability sampling to select participants for research panels ensures that the entire target population has a non-zero possibility of receiving an invite to join the panel. Probability sampling gives you control over who enters the panel. They can only join when they are selected by the researcher. Moreover, no one is allowed to refer to their friends or family.

Panelists are recruited by using sampling methods such as –

• Random-digit dialing or RDD
• Address-based sampling or ABS
• Area probability sampling

In probability sampling, potential participants may be the first contact via mail. A package can be sent to the household that contains instructions on how to join the research panel.

An interviewer may attempt to contact the household on their telephone number when the telephone is matched with the address. In case the telephone no. is unavailable an interviewer can make an in-person visit to the selected household.

Incentives

Incentives can play an important role in increasing the participation rate for market research and the quality of data collected. A promised incentive on participation can have a great impact on the quality of data.

You can offer incentives when you use a panel of experienced respondents. These respondents have worked with you previously so they trust your company. Or, you can also promise rewards to every respondent who completes the survey. Promotional offers or rewards can help improve cooperation and increase the chance of obtaining useful data.

Digital Rewards: It could be a QR code or a virtual code for movies, gifts, promos, etc. that can be sent and downloaded online. With tools like Scanova, you can create customized coupon QR codes that enhance personalization.

Monetary Rewards: You can also promise monetary rewards via a digital wallet or gift cards for those who complete the survey. These cards and cash in the digital wallet can be set up and redeemed easily and against any service.

These rewards are better options for instant gratification.

Use a Survey Panel Company that specializes in Research Panel Recruitment

A research panel is now considered a primary market research method. A Survey Panel Company can help you screen your participants down to the qualifying criteria for the survey. A panel provider categorizes the participants of research panels based on demographic factors. This allows the researcher to effectively survey the target group.

The panel software allows you to import your desired list of panelists, update and even create subgroups for maximum efficiency. A panel provider offers detailed monitoring of the survey and the responses gathered from individual participants.

In the new digital age, 4.75 billion people are online on the Internet. Customer’s increasing engagement with different digital channels, where they can publicize positive and negative news about your brand is increasing the challenge for companies.

Digital CX is far different than CX. Although it overlaps with CX, customers have different expectations and needs when it comes to digital CX. 71% of customers expect a consistent experience across all digital channels. They expect a personalized experience from brands using digital technologies.

These customer expectations have set the bar of customer satisfaction high but have also created opportunities for companies to embrace digital transformation. 56% of company leaders, CEOs, say they have seen growth in revenue due to digital improvement.

With the increasing use of digital channels by customers, it is up to the companies to provide excellent digital CX that satisfies their expectations.

What is Digital CX?

Digital CX is the overall experience your customers have while interacting with your brand through your website or mobile apps. It informs about the impact a customer’s digital interaction has on their journey and perception of your company. As your business shifts into digital platforms, touchpoints in the digital customer journey have a great influence on how they perceive your company.

Some examples of digital channels used by customers to interact with your company are:

• Social media channels
• Live chat
• Email
• Company website
• Mobile apps
• Digital Android or Windows kiosks

Companies need to prioritize improving the digital CX across these digital channels. Customers expect a hassle-free experience across all digital channels. They expect a smooth transition between different channels and a personalized experience from your brand.

Digital CX Vs Customer Experience

Digital CX is a part of the Customer Experience umbrella. Both types aim to prioritize customer satisfaction by improving customer experience.

Customers fall in love with companies that treat them like family. They don’t simply buy a product from your brand but buy a complete experience. The experience they have with your brand, the feeling and bond they generate with your company influences their future purchase decision. Therefore, making the customer experience is one vital element for a successful business.

• CX includes in-store experience and the experience customers have when they use digital interfaces to interact with companies.
• Digital CX focuses on the latter part of CX. Companies with digital business see if their website is loading at the proper speed, if customers can access their customer service through an app, if the social media is regularly updated, etc.

Strategies and campaigns used to improve CX cannot be of much use when it comes to digital CX. However, the ultimate aim of digital CX is to give customers the same warmth and human connection that they feel when they visit a brick-and-mortar store.

What makes Digital CX important?

Every now and then new businesses pop up offering similar products and services. As for the result; customers have thousands of companies to choose from, some offering products at a cheaper price.

A customer looking to buy a mobile phone has more than 10 websites and mobile apps at their disposal. So, what can you do to make your digital business stand apart from the rest?

You can compete with digital CX. Providing great service, improving customer experience throughout all digital touchpoints can give your company the edge to become a superior brand.  

You need to make sure your customers are not stuck in their login process, or their payment process. Customers should not have to repeat their address every time they make a purchase. Your website design may be visually pleasing but if it takes too much time to load a page, customers won’t be pleased.

All these factors make digital CX more important for the business.

• Your customers don’t think about the difference between online and offline experiences. They want consistency throughout their journey. They want all the channels to perform well when they want to interact with your customers. So, customers only care about the experience they receive from digital businesses when they use your apps or website.

How to collect feedback to improve Digital CX?

You need data to improve customer experience. Similarly for digital CX you need customer insight from different sources to improve the customer experience.

The following methods can be used to collect customer insight for the purpose of improving digital CX.

Surveys

What better way to learn about the customer experience than to ask customers themselves? You can use an NPS^®  , a CSAT, or a CES survey on your website or app. Set up a simple digital CX survey in the touchpoints you want to collect feedback. Start with a small survey instead of bombarding customers with too many questions. You can add a satisfaction question at the end of a webinar or a blog article. You can also add a star rating question after completing the payment process. You can collect some general, quantifiable feedback from customers and follow up with them if necessary.

Web Analytics

Web Analytics helps collect data about sources of traffic, drop-off points, and high-performing pages. You can identify where most of your customers are coming from, i.e., social media or your ads.

You can also learn which blogs are attracting high traffic. This can tell you what most of your customers like to read.

If customers are complaining about the checking-out point in their customer journey, you can use analytics to look into the page and see how many drop-offs there have been. This way you can improve the page response before more customers complain and leave your brand for some other company.

FAQs

What metrics measure digital CX?

To measure the digital CX for your digital business you can use NPS^®  , CSAT, and CES to collect customer feedback.

What does it mean to have a good Digital CX?

A good Digital CX refers to when your website or app offers a proactive, fast, frictionless, and responsive experience to your customers. The customers experience a cohesive and seamless transition as they switch channels when they interact with your brand.

What is Digital Transformation?

Digital Transformation implies the introduction of digital technologies in a business. It transforms traditional businesses into digital businesses to meet the changing marketing and customer requirements.

What is a Digital Customer Feedback System?

A digital customer feedback system is a system used by companies to gather customer feedback on customer experience. Gathering customer feedback throughout the customer journey is integral to building a good customer experience management program as it allows you to identify issues and pain points that may influence customer retention or conversion. Additionally, a good digital feedback program can help generate new business leads and can significantly improve customer satisfaction levels.

Strategies to Effectively Run a Digital Feedback System

Prevent Repeated Display

Some companies make the mistake of asking for feedback every time a customer comes to their mobile app or website. Repeated display can annoy or frustrate users and can damage user experience (UX). Instead, you should start asking for feedback at longer intervals, such as every 6 months, in order to remain discrete. Then, based on participation rates, you can increase the display frequency to once every month. This will help you find the perfect balance of insight and UX without damaging the user experience.

Balance Active and Passive Engagement Approaches

Active approaches refer to when you “intercept” customers for feedback, whereas “passive” approaches refer to the ever-present feedback surveys on a company’s website or app. Both these approaches have their own advantages and disadvantages. For instance, passive approaches contribute to a better UX, unlike active approaches that may sometimes present themselves as a hurdle. However, passive approaches rely on customer opt-in which is usually less representative than active approaches and may lead to lower survey response rates.Therefore, using a combination of active and passive approaches will allow you to collect representative data while being less indiscreet than through the active approach alone.

Map Customer Journey to Ask the Right Questions at the Right Time

Clearly map out customer journey including the different digital touchpoints. Then, gather information at each touchpoint in order to identify where customers may be facing issues or pain points. Once you know the different issues customers are facing, you can take the appropriate measures to eliminate them.

Keep your Feedback Surveys Concise and To-the-point

Be precise in what you ask in your customer feedback surveys. Asking too many questions can significantly drop response rates, giving you less feedback to work with. Instead, focus on 3-5 important questions that can help you obtain key insights on customer journey. Shorter feedback surveys are also easier on UX as they won’t frustrate visitors with pointless questions.

FAQs on Digital Customer Feedback System

Why is it important to employ a Digital Customer Feedback System?As customer interactions are increasingly taking place online, a digital customer feedback system will allow you to connect with respondents where they are.What is DCX?DCX, or Digital Customer Experience, is the sum of all interactions a customer has with your brand through digital and online channels.What is digital customer experience management?Digital customer experience management involves understanding how customers interact with your brand through digital platforms.What is User Experience? User Experience, or UX, refers to the feelings users experience when using an application, system, service, or product.

Why Choose Voxco?

Use Voxco as a part of your digital customer feedback system to enjoy the following benefits:

Omnichannel Survey Software

Voxco allows you to track customer experience and satisfaction through a range of different online and offline channels. This includes a range of digital channels such as social media, website, email, and more.

Voxco Analytics

Voxco Analytics analyses your survey data with the use of live visual dashboards that perform complex statistical analysis and in-depth reporting.

Access to Existing Survey Templates

With Voxco, you have access to a range of existing survey templates created by our team of professionals at Voxco. This includes survey templates for the calculation of useful metrics such as CSAT and NPS. Instead of creating a survey template from scratch, which can be time-consuming, you can choose one of our existing survey templates and customize to meet your needs.

The convenience and comfort offered by the online world has forced `customers to leave their traditional practices and magnet towards online interactions and engagement . According to a study conducted by McKinsey and Co. categories such as medicine, groceries , household supplies and personal care products have online shoppers exceeding 35% growth rate .

With that said , it is becoming the need of the hour that companies turn their focus on understanding customer needs and expectation in the online format and take prompt steps to ensure seamless online customer journeys .

Watch the video below to learn how Voxco can help you can enhance your overall customer experience.

https://www.youtube.com/watch?v=B_Sz8DEQEBc

What are Customer Retention Strategies?

Customer retention can be described as the process of turning existing customers into repeat buyers. It refers to the different measures organizations take to reduce customer attrition, and create healthy long term relationships with their customers. Customer retention strategies are the different initiatives and tactics used by organizations to retain existing customers, build customer loyalty, and improve customer lifetime value (CLV).

What is digital customer experience and how can you improve it ?

Any and every Business-to-Customer interaction that takes place through the online format is considered a part of digital customer experience. It can be as simple as posting a query on the company website or clicking on a call to action button that redirects you to a company touchpoint , as long as it being performed online , the customer will be considered a part of your digital target audience.

Understanding customer sentiment towards the company can be tedious especially when their communication with the company is restricted to interaction that does not ask for interpersonal engagement . As market footfalls decline , there are certain tools of gauging customer mindset that can prove useful for nuanced market research and informed decision making .

Define your target audience

There may be multiple people visiting your touchpoints, but not all them can be utilized to gather genuine feedback that’ll help improve your online functioning. The basic step of any market research is to understand , separate and segment your target audience into groups based on their similarities and differences to cater to each group specifically.

For example : If you’re a cosmetics company , your target audience may be women belonging to specific age groups . Studying each group separately helps to highlight the highs and lows of your overall online performance and the KPIs that have influenced each group to interact the way they do

Map your customer journey

Customers initiate interactions with a certain objective in mind. Mapping customer journeys puts these objectives into perspective by focusing on metrics such average touchpoints visited , ease of navigation , time spent per platform etc. The focus of any company is to make it easier for customers to reach their end result through minimal effort. This requires eliminating additional touchpoints that increase the length of customer journeys without having any substantial value addition.

CSAT ( Customer Satisfaction Score )

Short surveys that ask for customers to rate how satisfactory their digital customer experience was can go a long way. These surveys can be product or service specific or can ask customers to review their entire journey and boil it down to one rating. This can , however , lead to customers rating their satisfaction based entirely on one good or bad experience. It is difficult to strike a balance between multiple experiences which is why companies usually go for the former approach.

CSAT surveys can simply ask the customer to rate their experience immediately after an interaction along with an open ended question that requires them to provide a reasoning for the same.

This can project the efficacy of the current touchpoints in terms of how they offer the right choices that overlap with what customers are looking for. Further , the qualitative remarks highlight grey areas that are acting as roadblocks and positives that make customer experience pleasant.

NPS^®   ( Net Promoter Score^®  )

Net promoter Score^®  measures customer satisfaction in reference to the likelihood of customers referring the company or the brand to their friends and relatives. It is based on the principle that customers tend to make recommendation of companies when they feel that their own experience with the brand was upto the mark. It assesses the satisfaction levels of current customers along with the percentage of customers that can be nudged to indulge in unpaid promotions using word of mouth.This tool uses a 10 point rating scale question : Based on your own experience with the company , how likely are you to recommend the company and its offerings to your friends and family. The responses to this question helps in categorizing a customer as a promoter (9 and 10) , passive (6-8) or a detractor. The advantage of such a segmentation is to strategize and target these three groups differently:

• Promoters are pushed towards acting on their current mindset to promote the company to friends and family.
• Passives are marketed with brand awareness and comparison studies to inform how the company better meets their needs and is a better preference than the competitors.
• Detractors are asked to identify the experiences and aspects that they found unpleasant. This is then acted upon by inquiring how the company can improve upon them so as to prevent customers from churning.

CES ( Customer effort score )

Customer effort score measure the ease with which your customers are able to accomplish their tasks. This is a reflection on how a company is able to predict a need , and provide a quick solution which can be easily accessed by the customer without putting in much effort .

The degree of ease and simplicity gets converted into a score which correlates to their overall satisfaction. Low customer effort scores indicate that the customer is easily able to achieve their goals with the company through the online format without much hassle and so the customer satisfaction is high while a higher CES shows that the company needs to revamp their online interactions based on updated knowledge about customer requirements.

These tools are basic methods of obtaining customer satisfaction outlay and can be easily collected through surveys , interviews , focus groups and other commonly used research methods. Tracking your online customer means you need to focus on aspects such as average time taken , monitor touchpoints that have maximum customer engagement and accordingly modify your online strategy .

Simple steps that can improve digital customer experience

Gain feedback

Quantitative questions might help you identify that a customer is not satisfied but without a reasoning your decision making lacks direction. Make sure to see the pain points that are troubling your customers . Provide a platform where customers are allowed to express themselves freely .

Customers tend to prefer brands that maintain a practice of asking for their opinions and then acting upon them . It makes the customers feel valued and exudes a belief that the company is not just interested in improving their revenue.

Eliminate unnecessary areas

Mapping your customer journey will put you across many such areas that have little to no contribution in making the customer experiences smooth. Instead they are acting as an extra step which the customers need to take and the company needs to monitor. Removing these areas can help reduce online fatigue and effort taken by customers. The services provided by these platforms can be integrated on some other touchpoints that attracts maximum audience and where it can be of greater relevance.

Integrated services

Your customer will be much more happy if they know that the company offers solutions to all the customer problems at one place . Of course this can make filtering and searching for the right option , a difficult task for customers. But with the help of suitable categorization and customization , it can do wonders for the company and the customer.

Moreover , the availability of an omni-channel platform comforts the customer by assuring them that they are the right place and that they don’t have to jump through hoops to achieve a simple 5 minute task.

Indulge in online listening

Social media and communication platforms provide a space for customers to be candid . This is where they express themselves fully without any window dressing . Monitoring such content can help understand what customers and the general audience think about the company . It can also bring to light experiences or services which may have negatively impacted customer experiences.

Keeping an eye out for mentions and queries is also imperative . Doing so assists the company in addressing them promptly and minimizes damage to reputation.

With increasing digitization and rapid shift of customers to the online media , companies need to embrace this change and adapt themselves to current practices in order to maintain and grow their market share.

What is Text Analytics?

At the most basic level, text analytics is a technology focusing on deriving insights from verbatim comments. The free-form text goes through a process that mines it for meaning, translates it for the system, and then processes it for insights. It’s capable of discovering significant patterns within this text data, which is used for understanding what people are feeling in their responses, how often topics come up, and the context of the text.

For software to understand what people are saying in unstructured text, it needs to go through a structuring process that identifies key pieces of information, categorizes the information, and allows it to be interacted with to find patterns and other meanings. This translation allows the systems to discover the insights that are most important to your organization.

Since you’re frequently dealing with large volumes of data when you’re working with verbatim comments, the text analysis process needs to be as automated as possible for both data collection and analysis.

What is Text Analytic Software?

Text analytic software is a type of tool that performs text analysis. This term is often used interchangeably for several types of systems that work with text data in unstructured form. Deciding on the right type of analytics software for your organization depends on your overall goals for your text data, the resources you have available for implementation, and your existing systems.

• Text mining and text coding: This tool category focuses on processing the verbatim comments in your data sets, allowing you to categorize this information, sort it into different topics, and add labels to it.
• Text analytics: This software focuses on providing your organization with insights on the verbatim comments you have available. You can interact with your data to look for patterns, find common themes, and learn more about the sentiment behind each comment.
• Text data visualizations: After you have your data coded and analyzed, data visualization tools allow you to present your findings in easily understandable forms. This type of solution is excellent for presentations, reports, and similar functions.
• Custom-built tools: In some cases, you may have specialized requirements and use cases for text analysis that is not available through commercially available software. In these situations, custom-built tools using barebones APIs allow you to create exactly what you need to support your text analytic projects. However, this option is resource-intensive and requires an experienced development team and other specialists.
• All-in-one verbatim analysis software: You can get a complete platform that delivers all of the tools needed for your text analytics needs. These solutions combine text analytics, data visualizations, text mining, and text coding into one convenient platform. In most cases, this is the right choice for your organization.

The Benefits of Text Analysis

In the modern business world, you’re going to lose out if you don’t have text analysis to help you improve the experiences of your customers, employees, and other partners. Moving to a competitor is all too easy in many industries, but text analysis can give you the edge you need to respond to changes in the market, meet the expectations of everyone you’re working with, and create sustainable growth for your organization.

Here are some of the many benefits you can gain when you implement text analytic software:

• Gaining value from unstructured data: The sheer volume of feedback data available today is almost overwhelming, but it’s useless unless you can turn it into something that a computer can understand. Text analysis simplifies this process and makes it possible to work with some of the most valuable data you’ll ever have access to.
• Understand the experiences of customers and other key players: You can’t improve an experience until you truly understand what’s going on in the heads of the participants. The verbatim feedback gives you valuable insights into this process, at a scale that gives you information you can truly act on.
• Drive repeat customers: Another benefit of learning more about customer experiences is that you can increase loyalty by continually improving the interactions that everyone has. When you can build up a happy customer base, you increase your revenue and gain many other benefits.
• Gain more data for strategic decision-making: Data-driven decision-making is an important part of growing your business, as you can combine your experience with hard data to understand whether you’re making the right decisions. The more data you have available, the better.
• Discover what’s truly important for your experiences: You may be focused on the wrong areas in the experience, when customers, employees, and others may have other expectations. Align your investments with these expectations so you can make the most of your resources, while giving everyone what they’re looking for.
• Improve productivity: Manually working with unstructured data takes a lot of time, and is not realistic when considering the scale of text data available for many organizations. While manual processes may work at first, especially when you’re smaller, you’ll end up with insights slipping through the cracks, inconsistent processes that lead to errors, and other issues that make it difficult to scale. Text analytics tools make it more efficient and productive to work with this information.
• Surface new opportunities: You may not realize that there are new markets or product use cases just waiting for you until you start looking at your verbatim comments. This feedback can help you find new ways to grow your business and improve your products and services.

How Does Text Analysis Software Work

The exact process for text analysis depends on the type of solution you choose and the text that you’re working with, but there are a few common steps that this information goes through before you can start using it to make business decisions.

The first part of the process requires you to collect verbatim comments. This data collection process can involve many types of sources, since you can work with unstructured text data. Everything from social media comments to survey responses is fair game.

Once this data is collected, it needs to be mined and coded. This step prepares it for text analysis. The software will look at each comment, break down the meaning of the sentences, categorize it, sort it into different topics, and otherwise categorize this information.

From there, it’s ready for analysis. You can dive into the data to learn about important topics, the trends showing up in this information, and other key insights that can help your business grow. You choose different types of learning models for the system to effectively process this information, using advanced technology such as Natural Language Processing (NLP).

These insights can be transformed into data visualization, sent into other software for other types of analysis, and help in many areas of your organization. The vast majority of this entire process is automated, making it possible to scale text analysis.

What is Text Analysis Software Used For

Some of the most common use cases for text analytics software include:

• Voice of the Customer programs: Customers provide plenty of feedback, and text analysis software makes it easy to learn more about what they want out of your organization.
• Find growing problems: If many customers are running into issues with your products and services, you may not realize the sheer scale of the issue. Text analysis can show you the trends that indicate areas you need to fix.
• Enrich data from other sources: A commonly used metric for gauging customer satisfaction is a Net Promoter Score survey, but the insights you get from this approach make it difficult to understand the exact factors that influence this score. By using text analysis software to look at the open-ended feedback submitted alongside the survey, you can better understand why customers pick the responses that they do.
• Evaluating new products and services: Understand how customers respond to new products and services to determine whether you’re going in the right direction.

Common Text Analysis Tool Features

Each text analytics tool has its own range of capabilities, but some of the features that you might end up seeing in your selected software includes:

• Customized rulesets: You can create analysis rulesets that are customized to each use case that you’re working with. That way, you can focus on the exact type of analysis that is best suited for surfacing the insights that are most important for your business goals.
• Automatic translation: You don’t need to drop data from your verbatim comments simply because it’s not in your country’s native language. Text analysis tools often include automatic translation, which allows you to tap into these data sets as well.
• Convenient APIs: If you want to expand on the capabilities of text analysis tools or integrate them with other technology that your company uses, you can leverage these APIs to make it happen.
• Importing and exporting data between software: Easily move your data into and out of text analytics software.
• Developing dashboards: Convenient dashboards give you an at-a-glance look at text analytic insights. People in leadership positions can use these dashboards for strategic decision-making, or to get a big-picture view of business operations.
• Analyzing all text data: Both structured and unstructured data can be combined in many text analysis software, expanding the sources that you can work with.
• Real-time text analysis: Some solutions let you see insights in real-time, such as looking at trends in social media comments or customer support tickets.

Choosing Text Analysis Software

Picking the text analysis software that makes the most sense for your organization is based on many factors. When you’re evaluating this type of software, look at the capabilities, the type of data you work with most often, and what you need to get the most out of this information. By aligning your text analysis software needs with your business goals, you can set your company up for success.

If possible, try to go through trials and demos with a proof of concept that uses real-world text data. That way, you can see whether you are getting the right insights to meet your decision-making priorities, or if you need to reconsider the software capabilities that you’re looking at.

Getting the Most Out of Text Analysis Software

When you decide on text analysis software for your organization, make sure that you’re getting the most out of your investment. Identify key areas that could use the help of text analysis, such as your customer-facing programs. Look at your business goals and identify open-ended comments that could help you make better decisions in these areas. Consult with key stakeholders to determine what they want to get out of text analysis software, and involve them during the evaluation process to get buy-in for your selection.

During the implementation process, make sure that you have the right training resources so that employees know how to use the software, what types of insights they can get from it, and how the software makes it easier to arrive at these insights.

Collecting Data for Text Analysis Software

You have more open-ended data for text analysis software than you might think. Consider how many places that people can place comments or talk about the experiences they have with your company. Internally, you have order processing systems, customer relationship management software, customer support tools, marketing platforms, and sales tools that all contain significant data sets already.

Externally, social media is one of the most valuable sources for open-ended comments, although you can also discover more data on review sites, blogs, and other web pages. By bringing these data collections together into your text analysis software, you get a comprehensive view of all relevant feedback.

Sentiment Analysis

One term that you may encounter frequently when you’re looking at text analysis software is sentiment analysis . As this term implies, you can look at what a respondent is feeling in that comment. These emotions can be quite important for understanding what people mean in their comments, as there’s a lot of nuance that can completely change the meaning of text.

With sentiment analysis, the text analysis process moves beyond simply categorizing the text or providing a relatively literal understanding of the meaning. Instead, it goes deeper into this data to discover these emotions.

WordSpotting

Another common term in text analysis is wordspotting, which is also sometimes called keyword spotting. This happens early in the text analysis process, during text mining and text coding. The software looks for how many instances of words and phrases occur in this data, and can identify important keywords that frequently occur.

You can also define important keywords through custom rulesets, which allows you to sort through the data for this priority information.

Text Categorization

Text categorization happens early on in the text analysis process, and allows you to group comments into different categories. That way, you can see some of the most common trends in your data that come up.

These categories can show you what the priorities are among your customers, discover problem areas that need to be addressed, and show you what people are talking about frequently.

Topic Modeling

One way that text analysis software can categorize the text is through topic modeling. Rather than just looking for specific keywords, the software looks for an overall group of words that are related to the topic. Since verbatim comments can convey the same category through many different phrases, being able to let the software model topics and look for these groups can help you bring all of the relevant data together.

Text Analysis Compliance

Data privacy regulations and laws frequently govern what you can and can’t do with certain types of data. If you want to leverage your verbatim data sets through text analysis tools, you need to keep it compliant so your organization doesn’t incur any penalties.

For example, personally identifiable information is not needed to get the insights you need to make decisions in text analysis, since you’re looking at the overall data rather than one specific response. You can remove personally identifiable information in the data sets through the text analysis tool so you remain compliant.

Limits to Accuracy in Text Analysis

Natural Language Processing is an amazing technology, but human speech is incredibly complex and changes constantly. Text analysis software is not able to accurately analyze every single piece of feedback that concerns your organization, but it doesn’t need to to be useful.

Since you’re evaluating large data sets at scale, text analysis is able to deliver insights based on overarching trends and patterns within this data. If the system doesn’t quite pick up on the right connotation in a few individual responses, it doesn’t end up ruining the insights or compromising the data quality that is delivered.

Machine Learning for Topic Modeling

Machine learning, a type of artificial intelligence technology, is incredibly useful for topic modeling. Machine learning teaches the computer about the text that is relevant to topics, helps it learn how to identify topics, and guides the system in the modeling process. Without machine learning, which allows the system to continually learn from the data that is fed into the system, it would be impossible to handle text analysis at scale.

Natural Language Processing

Natural Language Processing is one of the most important parts of text analysis, as it allows computers to make sense of verbatim comments. Since your data sources for text feedback are typically unstructured, outside of multiple-choice surveys and similar sources, Natural Language Processing acts as that critical translation layer.

You can allow your customers to convey information as though they were speaking, and your text analysis software can work with that as-is. You end up having a lot more flexibility with this approach, which allows you to harness data sets that would otherwise be unavailable to you.

Implement Text Analysis Now

Starting with text analysis is simple when your organization works with Ascribe’s Verbatim Analytics Platform. Get powerful coding, analysis, and visualization tools to get the most out of your unstructured text today.

FAQs

• What is text analysis? Text analysis is the process of gaining key insights from text data, such as social media posts, survey responses, and comments.
• How do you do text analysis? Text analysis software is a specialized tool that takes unstructured text data, codes it, analyzes it, and then presents the insights in easily understandable forms.
• Why do we need text analytics? Text analytics is essential for truly understanding the thoughts, feelings, and expectations of customers, employees, and other partners in your business. Without text analytics, your organization would not be able to use large datasets of verbatim comments in analysis, as computers need this type of software to learn what people are saying in unstructured text.