Set up NPS for Mobile

Overview

Note: Supported on SDK 2.7+

What is NPS?

The Net Promoter Score (NPS) is a common metric to gauge customer loyalty and overall user satisfaction. Unlike other qualitative measures, NPS is a specific, calculated metric that can be measured over time, or compared across products or vendors. NPS is calculated by asking one question: How likely are you to recommend [this product or service] to a friend or co-worker?

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Users are prompted to respond to the question using an eleven point (0 - 10) scale indicating their likeliness to recommend. The total NPS score is calculated by subtracting the percentage of –≠“detractors” (those that respond 0 through 6) from the percentage of “promoters” (those that respond 9 or 10). A score can range from -100 (where everyone is a detractor) to 100 (where everyone is a promoter).

The methodology for Net Promoter scoring is owned by Bain & Company, and their site provides more detail around the methodology and scoring. Different industries have different average NPS scores and it's important to compare your score against your industry average, your own organization over time, and against your competitors to have an accurate understanding of your performance.

Pendo for Mobile: NPS Feature Set 

Pendo’s NPS functionality allows you to deliver your survey in-app across all mobile devices. Once you have your survey setup, you can receive responses to a Slack channel in real-time and initiate action on the feedback with your company as soon as possible.

Users are more likely to respond to NPS surveys delivered in-app. Segmentation allows you to focus your NPS campaigns on specific user groups at specific times and compare the results of those polls and activity of those users to gain the most granular understanding of your users. What features do your net promoters use the most and how can you encourage more use of those features? What features do your net detractors use and how can you improve their experience?

Create A New NPS Survey

Start by clicking on the Create NPS Survey button on the NPS page to go through the New NPS Survey wizard. The wizard will take you through four main steps.

  1. Delivery
  2. Content
  3. Segment
  4. Schedule

Delivery

Always select the "In-app" delivery option for Mobile NPS. The email back-up is for Web only. 

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If you have multiple applications setup within your Pendo subscription, choose the application you want to launch the NPS survey in.

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Content

In-app

You can customize parts of your survey question, your follow-up questions, and your success message to personalize the survey for your brand and audience. The overall format of the survey must stay the same to be a valid NPS survey.

If you want to customize beyond the usual NPS format, you could create a guide with a number scale poll or edit the guide in Visual Designer after completing the setup Wizard. 

NPS Survey Question

How likely are you to recommend us to a friend or coworker?

  • Us - Replace with your brand or product
  • A friend or coworker - Replace with a different associate that matches your target demographic or brand

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Follow-Up Question

The Follow-up Question prompts the respondent to qualify their answer. This provides helpful context for a given score. It's also great context for mobilizing a response (or patting yourselves on the back!) when responses are automatically sent to an internal Slack channel.

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Follow-up Questions can be scored-based
. This presents a more direct question to each group of respondents so you can get appropriate feedback for improving their experience or promoting on the things you're doing well.

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Success Message

The Success Message is optional but we recommend that you include one to let users know you appreciate their response.

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Segment

Everyone is the default segment. Most companies want to survey customers after at least 30 days so users have a chance to use the product. Choose Custom… to set segment rules for a more targeted survey. For additional information on segmentation, read our article on Segments.

Pro tip: Note that "First visit not within last 30 days" will segment for users who have used your product for at least 30 days.

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Schedule

Choose how often you want your visitors to be surveyed.

  • Every 90, 180, or 365 Days: Visitors will receive recurring NPS polls based on the duration selected. For example, if you would like to run a quarterly NPS campaign for this segment, select Every 90 Days and Pendo will automatically repeat the survey
  • One time only: Visitors will only be surveyed once

Choose the survey start date.

Choose if you would like send surveys with an even distribution over the survey period.

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Even Distribution

Even Distribution allows your team to receive a constant flow of data throughout your desired recurrence. When it’s is enabled, Pendo will automatically assign each user (uniformly, randomly, and distributed by visitorID) a 14-day window during which they can see a guide.

  • If you select "Yes" to Even Distribution (recommended): Pendo will make a different set of your eligible visitors to receive the survey each day over the course of your desired time frame (90, 180, or 365 days). Each visitor will have a total of 14 days to potentially login and see the survey. Choose this option if your team continuously analyzes and acts upon NPS results throughout the year.

  • If you select "No" to Even Distribution: As soon as any eligible visitors log into your application post survey publication, they will be surveyed immediately. Choose this option if your team tends to analyze NPS results on specific dates each year.

Note: Independent of the Yes/No decision made for this parameter, each of your visitors will not be polled more than your selected recurrence - 90, 180, or 365 days.

Learn more about how Even Distribution is calculated.

Note: Pendo requires a visitor to have logged into your application at least once since your Pendo installation. Visitors in Pendo are created when they are authenticated and metadata is passed to Pendo via your installation snippet. If they haven't authenticated, their information hasn't been sent to Pendo.

Click Save & Exit when your survey is ready.

Edit and Publish the Survey

Edit in Guide View - Settings

After completing the setup wizard, the NPS survey will show in a modified guide details view. This view provides access to additional guide setup tools and some of the configuration in the wizard can be changed.

  • Manage in my app - Open the Visual Design Studio to change some formatting and design elements. The location of step 1 can be changed to set the page where the NPS survey will display. The core components of the NPS survey configured in the setup wizard can't be altered but styling, phrasing, and button text can be personalized.
  • Activation - The NPS survey will display automatically on app launch by default but all activation options are available.
  • Segment - Review or edit the segment.
  • Scheduling - Adjust an scheduling configuration completed in the setup wizard.
  • Localization (Beta) - Configure guide localization if this feature is active.

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Publish the Guide

When you're done customizing NPS guide, publish it!

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Switch the guide to Public and start polling your users! 

After you publish your NPS Guide, Close the Loop

All responses and views will be captured within Pendo. You will be able to create additional custom segments to help you review the response data.

The NPS methodology recommends an open-ended follow-up to the specific numerical score. Organizations are encouraged to connect directly with customers who have provided a score to better understand and address their specific feedback to create an actionable tool to improve the customer experience.

Check out Pendo’s Slack Integration to help you keep a pulse on NPS in real-time.

NPS Guide Activation FAQ

Why don’t I see the survey?

NPS will display automatically to the targeted and chosen user. If you don’t see the NPS survey right away, you might not meet the requirements of your segment. If you happen to meet all segment rules and you have Even Distribution enabled, you are most likely not chosen in the randomized group.

If I edit my survey, will users see the survey again?

Users who have already seen the NPS won’t see the survey again until your desired recurrence time period is over.

Click here for more details about how to use your NPS analytics.