The most critical part of doing an outreach project with TechValidate is writing your questionnaire.
You’ll reverse-engineer up to 10 custom questions from the marketing messages you’d like your customers to ratify. This will allow you to generate dozens to hundreds of powerful marketing content assets from a single outreach project.
How to Create Questions
- Login to TechValidate
- Go to your survey project and click on Build a Questionnaire
- Click on Add Question
- Choose the question type you want to create (see the full descriptions of each question type below)
- Enter your Question Prompt and Response Choices
- Apply any necessary question options and choose your Case Study Section
- Click Save Question
TechValidate Question Types
The following is a list of the seven question types you can choose from when writing your survey:
1. Multiple Choice - Choose Many
A choose-many question allows your customers to select more than one answer to a question. You can use this question to ask about a range of topics including purchasing drivers, product benefits, use cases, and more. These questions will produce powerful bar charts, statistics and individual customer proof points. This question can be cross-tabbed with other questions. The best practice is to include several of these choose-many type questions in your survey.
2. Multiple Choice - Choose One
A choose-one question allows your customers to select one answer to a question. You can use this question to ask about financial and operation metrics like time/cost savings, ROI, and payback period. These questions will produce pie and bar charts, individual proof points and statistics. They can also be cross-tabbed with other questions. The best practice is to include multiple choose-one questions in your survey.
If your answer options are a scale of best to worst options in descending order, then this question type is considered a Polar question. The resulting statistics are then aggregated, incorporating all of the “better” answer choice responses within a given answer choice to showcase a more positive statistic.
Testimonial questions are open ended free response questions that allow you to capture authentic customer quotes. You can use this question to prompt customers to describe a range of topics including their user experience, the benefits they've gained or their favorite product features. These questions will produce individual customer testimonials to be used stand-alone in TechFacts or integrated into case studies. The best practice is to include one or two of these testimonial questions at the end of your survey.
4. Customer Review
This question type includes a star rating and customer quotes about how they use your product/service, and whether they would recommend it to others. Charts and statistics of customer reviews can also be published from this question.
A customer review question consists of three questions: one star review rating scale and two free-choice testimonial questions. The best practice is to include this question at the very end of the survey.
A matrix question is a set of questions that share an answer scale. The tool allows you to have 5 columns and 8 rows. You can use these to evaluate a related set of questions along the same rating system. The best practice is to ask no more than 1-2 matrix questions per project and place them towards the end of your survey.
This question type is considered a Polar question regardless of if your answer options are a scale of best to worst options in descending order. The resulting statistics are automatically aggregated, incorporating all of the “better” answer choice responses within a given answer choice to showcase a more positive statistic.
A validate-a-claim question allows your customers to agree or disagree with a pre-written statement you provide. In this way, you can have a specific marketing message ratified by your customer base at large. You can use this question-type for a range of topics including customer satisfaction, user experience or benefits realized with a product. A validate-a-claim question will produce pie charts, bar graphs, customer statistics and can be used as testimonials. They can also be cross-tabbed with other questions. Best practice is to include no more than one of these questions.
A numeric question allows your customer to provide a specific numeric answer to a question. You can use these to evaluate quantitative metrics on a range of topics including revenue, cost savings, productivity gains, time savings, etc. The best practice is choose a numerics scale that all of your customers can relate to. It’s simple to add this type of question to your project.
You can find a sample Baseline Survey Template here. For more information on best practices for question types, please reach out to your dedicated Customer Success Manager.