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The Perfect Timing: When Should You Send Out a Survey?

Surveys are a valuable tool for gathering insights and feedback from your audience, be it customers, employees, or stakeholders. By conducting surveys, companies can make informed decisions, improve customer satisfaction (CSAT), and drive business growth. Knowing when to conduct a survey is crucial to ensure its effectiveness and maximize its impact. However, sending out a survey at the wrong time can significantly impact its response rate and quality of data collected. Timing is crucial to ensure maximum participation and obtain accurate and meaningful results. In this blog post, we will explore key moments when your company should consider conducting a survey and the optimal timing for sending out surveys to enhance response rates and improve the overall survey experience.


Man in a hurry with large watch face

 

Define Your Survey Goals

Before determining when to send out your survey, it is essential to clearly define your objectives. Identify the specific insights you seek to gain and the audience you want to target. By involving users, you can gain valuable insights into their needs, pain points, and desires. This early-stage research helps shape the direction of your product, informs feature prioritization, and increases the chances of delivering a solution that meets user expectations. Understanding your goals will help you tailor the survey content and timing to maximize effectiveness.


Consider the Nature of Your Survey

Different types of surveys require different timing considerations.


Assessment Surveys:

Are you wanting user feedback before the launch of a new product?

If you are wanting to conduct a pre-launch assessment, conducting a survey before launching a product or service can provide critical feedback to fine-tune and optimize your offering. By gathering user insights at this stage, you can identify any usability issues, gaps in functionality, or areas where user experience can be enhanced. This research enables you to make necessary improvements, increasing the chances of a successful launch.


Evaluation Surveys:

If you're wanting to conduct a post-launch evaluation, such as a customer satisfaction survey after a purchase or a service experience, it's best to send it shortly after the interaction to capture fresh feedback while the experience is still fresh in their minds. On the other hand, if you're conducting an annual employee engagement survey, it's important to plan ahead and choose a time when employees are not overwhelmed with other tasks. Through surveys, interviews, usability tests, and analytics, you can gauge customer satisfaction, identify areas for improvement, gather insights for future iterations of a product, and make easy decisions that improve your Net Promoter Scores (NPS).

Avoid Busy Periods

Sending out a survey during a busy period is likely to result in lower response rates and hurried responses. Avoid sending surveys during major holidays, peak vacation seasons, or other times when your audience is likely to be preoccupied. Additionally, be mindful of industry-specific events or conferences that might affect the availability and attention of your respondents.

Consider Time Zones and Geographic Factors

If your survey is targeting a global or geographically dispersed audience, take into account the time zone differences. Sending out a survey at a time when most respondents are likely to be awake and available will improve the likelihood of their participation.

Time of Day Matters

The time of day when you send out your survey can also impact response rates. Research suggests that sending surveys on weekdays, during regular business hours, tends to yield better results. Avoid weekends, early mornings, and late evenings when people are less likely to engage with surveys.

Test and Optimize

Experimenting with different timings can help you determine the most effective time to send out your surveys. Conduct A/B tests by sending out surveys at different times to smaller subsets of your audience and compare the response rates. This approach allows you to gather data and refine your timing strategy over time.

Follow-Up Reminders

Sending out timely reminders to non-respondents can significantly boost survey completion rates. Plan for a follow-up email or notification a few days after the initial survey invitation to gently nudge those who may have overlooked or forgotten to respond.


Sending out a survey at the right time is crucial for achieving high response rates and collecting valuable insights. By considering your survey goals, the nature of your survey, avoiding busy periods, considering time zones and geographic factors, choosing optimal times of the day, and implementing follow-up reminders, you can optimize the timing of your surveys and enhance their overall effectiveness. Remember to test and refine your approach based on the feedback and responses received, ensuring that your surveys generate the best possible results.


Pro-tip: Using Surveyor has made the collection of survey data easier to manage and with the addition of Salesforce technology the process of making decisions is as easy as 1-2-3

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