Customer Effort Score, or CES, is a customer experience metric that measures how much effort your customer needs to use to complete a transaction, resolve a support issue, or interact with your company/product in general – online or in person.
Your score is determined after your customers complete a CES survey, where they rate their effort on a 1-7 rating scale.
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The insights from Customer Effort Score surveys help you increase customer loyalty. This guide walks through the fundamentals and best practices of building a CES program.
Customer loyalty results from positive experiences with your brand. But satisfying customer needs isn’t the only thing that impacts loyalty — the ease of the experience matters as well. By measuring and reducing customer effort through a CES program, you can increase customer lifetime value and positive word of mouth.
Customer Effort Score was developed in 2010 by the Corporate Executive Board (CEB Global, now Gartner) when their research showed that “effort” is a key driver of customer loyalty. In fact, research in The Effortless Experience found that “96% of customers with a high-effort service interaction become more disloyal compared to just 9% who have a low-effort experience.”
An interaction is high-effort if it requires the customer to jump through hoops to reach a resolution. Some examples would be if your customer needs to be transferred to multiple departments to get an answer, if they need to reach out to you repeatedly, or if they need to switch from email to phone and finally to social media before getting a solution.
Customers simply want their problems solved, quickly and conveniently. CES measures customer effort so you can reduce friction for an effortless experience.
The cost of a frustrating customer service experience is high. Not only do you lose a repeat customer, you may also end up with negative reviews all over the web. CES surveys identify issues early for proactive reputation management.
CES surfaces the hiccups that could lead to a support ticket, reducing the load on the customer service team. The surveys also reveal where better training and process improvements can speed up resolution, minimizing costly repeat interactions.
Customers would rather solve problems themselves than take the extra step of reaching out to you. Help customers help themselves by using CES to evaluate self-service features during purchase, onboarding, and troubleshooting.
If completing an online purchase proves difficult, customers are perfectly positioned to start a new web search and buy from a competitor instead. Use CES surveys to ensure customers don’t fall through the cracks in your user experience.
The standard CES survey template has been carefully calibrated for maximum effectiveness. Here’s a breakdown of how each part of the CES questionnaire works, and some survey design best practices to keep in mind.
To understand whether you’re decreasing customer effort, you first need to measure it. The CES survey question, “[Company] made it easy for me to handle my issue,” with a disagree-agree scale from 1-7, provides a Customer Effort Score benchmark that you can track over time.
Commonly used to gain feedback on customer service resolutions, CES can also evaluate any interaction where friction may lead to a negative experience. The purchase and onboarding experience are also popular times to use CES.
Though “effort” is in the name of the score, it isn’t actually the best way to phrase the question. “Effort” doesn’t translate well for international surveys and can be misinterpreted. Instead, a universally understood word like “easy” is ideal. Delighted has CES question templates in 30+ languages for global businesses.
Allow the customer to explain where the struggle was, as opposed to giving them a list of options to choose from. The open comment form is the most powerful part of the CES survey template, since it surfaces areas you may not have considered, and tells you where to focus.
Brief is best when it comes to CES surveys. However, optional additional questions around common factors that impact the service experience, such as how knowledgeable the representative was, can be illuminating. Add up to 10 follow-up questions with Delighted, so you can still keep your survey short while getting deeper insights.
Pair Customer Effort Score with NPS® or CSAT surveys for a more holistic perspective on your customer’s experience.
NPS is a customer experience metric that has been correlated to future company growth. It is most commonly used to measure the overall customer experience, as opposed to specific customer touchpoints. Learn more in our NPS guide.
CSAT is an extremely versatile customer experience survey that can be used to gather feedback on everything from the sales to the product experience. Learn more about how and when to use CSAT surveys in our Customer Satisfaction guide.
When and how you send the survey is extremely important. Sending the CES survey closer to recent interactions will ensure the feedback is accurate and actionable.
Trigger CES surveys upon immediate completion of a transaction or service resolution. Recency is key to increasing response rates for these one-off surveys. Customer feedback tools automate the process using REST APIs.
CES surveys should be delivered wherever the interaction takes place, whether that’s in your web app, an email survey, or over chat. For brick-and-mortar transactions, setting up a kiosk is an easy way to get feedback.
Customer Effort Score ranges from 0-100. Your CES is the total number of customers who agree that their interaction was easy divided by the total number of responses. For example, if 65 customers out of 100 rated you 5, 6, or 7 on the 7-point scale, your CES would be 65.
Added new support agents
Monitoring your CES over time will let you know how effective your feature or internal process changes are. Dips in the score will help you get in front of unexpected issues before they get out of control.
When analyzing CES feedback for actionable insights, the most important thing to remember is to keep the feedback in the context of the transaction.
For customer service, contextualize the feedback by the service representative, feature in question, interaction channel (self-service, chat, in-person, email, etc.), location, and any other variable that impacted the customer experience. Filter your ratings and open-ended feedback by these segments, and then pivot against your internal processes to pinpoint improvement areas.
Manually parsing through thousands of pieces of feedback is a daunting task. Customer experience management software scales with your customer experience program as survey responses increase. Set filters with meaningful keywords, or use more advanced feedback analysis tools that automatically surface keyword trends in the open-ended feedback to help with insight discovery.
Since your customers have taken the trouble of giving you feedback, it’s now time to close the feedback loop and resolve any lingering issues the customer might have.
Closing the loop entails thanking the customers who provided feedback to let them know they have been heard, and also proactively resolving any issues surfaced in the open-ended feedback. You can set up your survey flow to respond to the customer with an apology for a poor experience, or let customers know someone will be following up with them if they give you a low rating.
Route feedback directly to the team responsible so they can see what customers think in real time. Integrate feedback into your help desk, customer relationship management (CRM) platform, or internal chat tool, like Slack. You can also set up alerts that send feedback directly to your support team based on the rating, comment, or other customer data point (product purchased, plan size, etc.).
CES feedback provides insights into the customer experience that traditional completion metrics might not show. Two of the examples below likely would have registered as successful transactions, but the open-ended feedback tells a different story. Constant CES monitoring enables continuous customer experience improvement across all major touchpoints.
It was easy for me to set up the platform.
“Great self-service during the ramp-up period, able to quickly get answers to questions as they arose.”
It was easy for me to fix my support issue.
“Got the feature working with Sam’s help. The article from the chatbot was a waste of time.”
It was easy for me to make an online purchase.
“The payment screen kept timing out. Hopefully you don’t charge me multiple times.”
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