Survey Gamification? It’s About Good Survey Design
Thursday, November 3, 2011| by Michaela Mora | ![]() |

At the root of survey gamification are good, sound survey design principles. That’s the main message from Reg Baker’s presentation at the MR Festival.
Baker follows the cognitive process (Tourangeau, Rips and Rasinski, 2000) involved in how respondents process information and survey questions and points out the opportunities to create engaging surveys. When faced with survey questions respondents go through different phases:
Survey tool providers are racing to create different question formats (e.g. sliders, heatmaps, etc.) to make the survey-taking experience more engaging and minimize abandonment rates. However, with the increase of surveys and DIY research done by inexperienced people, the quality of survey design has declined. Writing surveys looks easy, but it is not. Fun and cool question formats can’t compensate for ill-designed questions.
I have to agree with Baker that the greatest improvement needed now to engage respondents is in survey design.
as published on October 7, 2011 by the Dallas Business Journal

Entrepreneurs often find themselves making decisions in uncertain situations when starting a business. Because of tight budgets, overconfidence or misconceptions about market research’s benefits and cost, they often resort to using emotions, intuition and mental shortcuts to make decisions.
But intuition doesn’t come out of the blue. It is the result of experience and practice to the point where knowledge is internalized and guides us without having to think all over again when faced with certain decisions. There is no denying the importance of emotions — in fact, without them, we can’t decide at all. However, what feels like “gut-feeling” or intuition sometimes may be only the expression of one of many innate flaws our brain has.
One such flaw is loss aversion. Research has shown that the pain of loss is twice as strong as the pleasure we get from a gain, so we will do anything to avoid loss, even if it leads us to do things that don’t benefit us in the long run.
I have observed it in many entrepreneurs I meet. They may be aware of the need to do research that will help grow their business in the long run, but struggle with the decision to do it because they think of research as a sunk cost and not an investment. The outcome is often one of these two:
Entrepreneurs’ focus on immediate cash loss can lead them to future bigger losses without realizing it. Lack of research or use of ill-designed research can result in misguided decisions and derailed intuition by feeding bad information to the source that nurtures it.

You have probably heard about customer discontent with Netflix’s latest price increase and separation of services. The company expects to lose about 1 million subscribers by the end of Q3 2011 due to the prices changes. On 9/16, the WSJ reported that the stock was down 44% ($169.25) from an all-time high in July ($304.79). I still remember 4 years ago when the stock was $18. It is still high, but the decline is significant.
The decision was driven by Hasting’s vision about the future where video streaming should dominate, but he seems to have ignored the present forcing an experience on its customers that they were not ready for yet. He admits a certain arrogance based on past successes. It is a pity he has fallen in the same trap that other companies that get too big and overconfident. He should learn from competitors’ mistakes that at one point were considered too big to fail.
In none of his comments and late apologies he made any reference to customer research and feedback so I assume this was absent or if done, totally ignored.
As a former Director of Research at Blockbuster Online, a direct competitor of Netflix, I can testify that our team knew better than changing the customer experience and prices without doing research. Of course there were other factors influencing pricing decisions, but customer feedback was the most important by far.
Never forget how a price change may affect customer perceptions and ultimately their experience with your service. In this case, Netflix users not only got higher prices but also more work to do. Those who want both DVD and streaming video content have now to manage two accounts.
If Netflix had done some basic research it would have come obvious that people want simple solutions, not more things to do. This was actually one the drivers that led us to develop Blockbuster Total Access, as service in which we combined the online and store experience in one. By the way, Blockbuster has been quick to offer a 30-day free trial of this service. I got this flier in the mail today.

As for pricing, there are several approached you can use in pricing research, but measuring willingness to pay is tricky and asking questions in a realistic context is key to get accurate results.
A method, we often used at Blockbuster Online was conjoint analysis, which gave us insights into customer experience and perceptions regarding the value of different service features in relation to its price through the trade-offs they were willing to make (e.g. number of DVDs at a time vs. price) taking into account other competing alternatives for watching movies in the market (e.g. video rental stores, video on demand, movie TV channels, Hulu, and even Netflix, etc.).
This approach proved to be invaluable then and continues to be so for many of my clients across industries. Although, conjoint analysis may be impractical in some circumstances (depending on the competitor landscape, product or service features or simply budget), the lesson here is to do research before making pricing decisions and while you at it don’t forget the implications for customer experience. No approach is perfect, but they may prevent you from creating a Neflix-like pricing and customer experience mess.
Update 10/10/2011: It seems that Netflix learned its lesson the hard way and now reversed its decision to split the DVD rental and video streaming services in two after the strong customer reaction. A little research could have saved Hasting all this headache and would have prevent Netflix from losing subscribers and revenue.
To learn about other pricing research methods check Pricing Research Overview.

Having a website for your business is a must these days. There are many options to create one. You can do it yourself or hire someone who can do it for you. Whoever does it, your website needs to:
TALK TO YOUR AUDIENCE
A website should be designed with an audience in mind. It’s probably not for your friends and family, so you need to gather basic insights into your target market, including:
CREATE A GOOD USER EXPERIENCE
With so many options available, user experience has become an important factor in attracting and retaining customers, no matter if your website is for e-commerce or just to inform about your product and services.
There are many factors that go into creating a good user experience, but here are some basic ones you should test, at least with concept testing if not with usability testing:
PROVIDE RELEVANT CONTENT
Content is king these days. People are constantly looking for answers to questions and you want to be there to provide them. Content is more than filling space in your website.To be ahead of the competition, create trust and be relevant you need to understand what these questions are by studying your target market. With the help of analytic tools (e.g. Google Analytics, Woopra, Omniture, Webtrends, etc.) you can track popular search terms in your product category, but you will learn tons by listening to your audience using qualitative and quantitative research.
BE UNIQUE
Being unique is not about having a flashy website, but providing a different user experience while meeting your audience’s needs. Note that uniqueness can work against you, if you try to break the rules in a way that confuses and frustrate your audience. You can create uniqueness through content, layout, and graphics, but never forget your audience. How can you know what works? Test, test, test.
RESIST THE PRESSURE
Entrepreneurs are often pressed to put up a website quickly and cheaply. Small budgets and the pressure to go to market as soon as possible often drive them to ignore some these issues. However, overlooking them will have a negative impact on your business and cost you more in the long run in terms of lost revenues and additional costs to redesign the website.
IN SHORT
Invest in testing upfront during the design phase before wasting time and money on developing a website that won’t work for your business.
To see an example of the test we did for our own website check: Web-Site Optimization Research

I recently got a request for advice via Twitter with this question: What % of segment needs to be interviewed to gain reliable insight for product optimization?
Reliability has to do with consistency of results across data collection instruments and points in time when the data is collected. I see this question being more about validity and representativeness which is related to population heterogeneity and sample source.
To determine the sample size of a segment we need to ask:
Depending on budget and timeline constraints you could use two approaches to sampling for segments:
As you can see, estimating the sample size for a segment is not different from estimating the size for the total sample and there is no magical % to determine how large the sample size should be. Sorry.

Sometimes I’m asked to review surveys or analyze data collected via surveys developed by clients and more often than not I find rating scales, (aka Likert scales) of different sizes and directions within the same survey. When I ask why, I get answers such “It” or “This is the one we have always used.”
It seems rating scales are often chosen based on preference or habit (e.g. legacy surveys), which is not surprising since there is no consensus on what rating scales work best. They all yield different results, which is disheartening in a way.
There has been a lot of research dedicated to this subject illustrating there is no simple answer to the question on which rating scales we should use.

Source: International Journal of Social Research Methodology, Vol. 13, No.1 Feb. 2010, 17-27 (Hartley and Betts)
This extensive body of research shows that different rating scales are bound to yield different results as we are mainly dealing with human perception. Rating scales mean different things to different people and the values, words, and order in which we present them have an impact on how they are interpreted. What to do?

| by Michaela Mora | ![]() |

Twitter is becoming a great educational tool. I was invited to teach a Twitterversity class under the topic “Principles of Market Research Project Management”, a Twitter-only event organized by Research Rockstar. For those who missed it and for those who attended and want to see all the tweets I sent under the hastag #MRXU on 7/28, in one place, here they are.
Consider the following 7 steps during the implementation of a market research project:
STEP 1. DEFINE THE RESEARCH OBJECTIVES
STEP 2. DETERMINE THE BUDGET
STEP 4. DEVELOP THE ANALYTICAL PLAN
STEP 5. DEFINE DATA COLLECTION METHOD
STEP 6. COLLECT DATA
STEP 7. ANALYZE & REPORT

The recent Big (D)esign conference in Dallas, which gathered many in the graphic design industry, website developers, and gamers, dedicated a track to usability. This track included a presentation by Ryan Smith from Qualtrics. Smith discussed how survey tools are evolving to provide a better user experience and match what’s happening in other areas where technology is setting the pace. Using examples from Qualtrics, he demonstrated how survey tools are allowing us to be:



There is no doubt that technology has made it possible to create more engaging surveys, clean the data on-the-fly, facilitate access to surveys, and provide quick results. However, before you jump on the wagon of the cool question types, consider these issues:

One of the presentations I enjoyed the most at the recent 2011 Market Research Annual Conference in Washington DC was the one by Barry Blyn from ESPN. He provided superb examples of how market research should be implemented and add value to an organization.
First, Blyn made an important distinction between Measurement and Insights. Measurement tells you what people did, while Insights tells you why they did it and how to get them to act in the future. In my view this is where market researchers can add most value.
ESPN’s research efforts are led by these guiding principles:
According to Blyn, ESPN has become fanatical about listening to their audience. In 3 years they have conducted more than 400 in-depth interviews all over the country and 15,000 surveys. In search for insights they have been combining traditional and innovative types of research with consumers trying to get at the heart of the business challenges ESPN faces. Blyn presented two examples of how these guidelines are implemented:
In this study, ESPN allowed participants to provide feedback through different channels: video and audio journals, focus groups (“therapy” sessions), before and after surveys, and in-depth interviews. From this research it became clear that ESPN needed to align its different brand properties from a fan centric point of view.
In a time when many believe the market research industry have just missed the train, the ESPN case shows that to make research relevant to organizations today, market researchers need to:
I think we can all do that.

In one of the keynote speaker sessions at the recent 2011 Market Research Association Annual Conference, in Washington DC, a delightfully loud and dynamic banter went between Marshall Toplansky from Core Strategies and Bill Neal from SDR Consulting trying to answer questions such as:
Is marketing research really able to deliver on the critical needs of today’s (and tomorrow’s) enterprise?
Most of the discussion revolved around the pros and cons of using social media in market research. Toplansky focused on the need for a real-time flow of data, which social media can provide, while Neal called researchers to be the voice of the customer and make sure the data we gather, no matter the channel, represents the target market.
According to Toplansky, the type of information the traditional market research provides is irrelevant to decision makers. Big corporations, which are responsible for 85% of the market research expenditure, are funding real-time, continuous flow of information on which they can make decisions on (e.g. lead generation, sales, promotions, competitors’ impact, etc.), which has been made possible by technology. For Toplansky, it is about harnessing technology and providing daily information at a cost that is equivalent to years of doing tracking research.
Neal, on the other hand, argued that our role as researchers is to find out what is going on in the market place and why. According to Neal, the” why” is not being addressed by the new technology. He is also an ardent supporter of sample representativeness. No matter how large the amount of information we may be able to collect via social media, we always have to ask if it is representative of our target market, which Neal claims, it is unlikely to be.
Our role as market researchers is, said Neal, to be the voice of the customer, but unfortunately market researchers don’t have a place in the C-suite. Most researchers work for the CMO, but the money is managed by the CFO. This is often reflected in research guided by the “I have to have it now” mentality which often leads company astray. Unfortunately, the people who are users of consumer data are not able to judge its quality, said Neal. Corporate researchers have to act as the guardians of data quality.
For Toplansky, representativeness is more about finding consumers who are engaged with a particular brand or product category than demographic representation of the population. Companies don’t care about the general population, but about the consumers who will buy their products.
Since many companies are run quarter to quarter, argued Toplansky, it is about building the business around empirically read mass observations, and correlating sales numbers, channel-through sales numbers and other relevant metrics. The reason we are not in the C-suite, said Toplansky, is because researchers don’t speak that financial language. We fail to translate consumers’ preferences and understanding into a continuous flow of data needed for decision making.
For Toplansky, traditional market research is too slow and expensive, so finance managers default to the information they have at hand under the mantra that “some data is better than no data,” and “it doesn’t have to be perfect.” This attitude is very detrimental to the perceived value of the market research function.
Although both speakers sounded like coming from opposite points of views, I found that their arguments complemented each other:
In my view, the market research industry has not missed the train. The train has just arrived and we are all trying to figure out how to hop onto the wagon without leaving valuable knowledge behind at the same time as we inspect how this new train works and where it can take us.