AUTOMATIC AFTER CALL SURVEY AND CAMPAIGN-BASED CUSTOMER FEEDBACK COLLECTION PLATFORM
This disclosure provides systems, methods, services, and platforms for automatically prompting a user of a mobile device to send feedback after a triggering event. This disclosure enables Mobile Network Operators to immediately solicit timely feedback from a mobile user after an interaction with the user. When a business, group, or other entity has an active survey campaign, a survey message comprising one or more response options is automatically sent to a mobile device after a triggering event occurs. Based on the user's selected response option, subsequent, follow-up survey messages can be automatically sent to the mobile device.
This application claims priority to U.S. Provisional Patent Application No. 62/156,723, filed May 4, 2015. The entire contents of that application are incorporated herein by reference.
FIELDThis application relates to mobile devices and mobile networks. Specifically, this application relates to data pertaining to mobile devices and mobile networks.
BACKGROUNDCustomer feedback is more than simply a valuable tool in improving products and services. It is an imperative—a necessary facet of any company's continuous improvement plan. Most companies recognize that soliciting feedback related to customer service or a consumer's overall experience is best sought as close to the company-consumer interaction as possible. As a result, companies have implemented various mechanisms to collect this feedback such as web surveys, live surveys during a phone call, or mail-in surveys. Some companies employ market research firms that engage in outbound calling campaigns to customers to gauge effectiveness and overall brand impression. While all of these are valuable, they often have limited responses because people view each mechanism as too time consuming and simply not worth the effort. Consumers often do not wish to stay on a phone line longer to answer several questions after they have already conducted their necessary business. The same is true for web sessions that launch after the web transaction with the company is complete. Typically, these types of surveys take up to a minute or more to complete. Giving a company sixty seconds of undivided attention to provide feedback is often considered an unpalatable effort by customers. Outbound calling campaigns where a consumer is targeted are often the least impactful, as they are even more time consuming for a customer. In fact, some of the most valuable customers are never reachable with these methods, resulting in a skewed data set and an imperfect feedback loop. Often, only customers with an exceptionally poor experience take the time to voice their opinions. While this is valuable, a full circle picture is not obtained and product managers and service department heads within companies have limited data available to make fact-based analytical decisions about improving their products and services. A solution that enables a consumer to give near real-time responses after his experience that takes only a matter of seconds allows companies to collect immediate feedback from a wide range of consumers. Such a solution is a novel approach to a basic need in the market.
SUMMARYOne aspect of this disclosure provides a computer-implemented method for automatically prompting a mobile device user to provide feedback after a triggering event. The method comprises: receiving, at the processor in the mobile phone, an indication that a triggering event has occurred; receiving at the mobile device a first survey message comprising one or more first actionable response options; and displaying the first survey message on the screen of the mobile device. In some embodiments, the method also comprises playing an alert tone on the mobile device when the survey message is displayed.
In some embodiments, the triggering event is selected from the group consisting of a phone call placed from the mobile device to a first phone number, a phone call received at the mobile device from a second phone number, navigation to a specific web address on the mobile device, and navigation away from a specific web address on the mobile device. In certain embodiments, the triggering event is a phone call placed from the mobile device to a first phone number.
In some embodiments, the survey message is selected from the group consisting of binary SMS, flash SMS, MMS, standard SMS, USSD notification, and email.
In some embodiments, the method further comprises launching an application installed on the mobile device, wherein the application causes the first survey message to be displayed. In certain embodiments, the application causes the alert tone to be played on the mobile device. In some embodiments, the application is installed on the SIM card of the mobile device. In other embodiments, the application is installed on the operating system of the mobile device.
In some embodiments, the method further comprises receiving, in the application, the first actionable response option selected on the mobile device.
In further embodiments, the method further comprises displaying a second survey message comprising one or more second actionable response options. In some embodiments, the method further comprises: receiving, in the application, the second actionable response option selected on the mobile device; and sending a communication comprising the second actionable response option selected on the mobile device. In some embodiments, the communication further comprises the first actionable response option selected by the user.
In some embodiments, the method further comprises: sending a communication comprising the first actionable response option selected on the device; receiving at the mobile device a second survey message comprising one or more second actionable response options; and displaying the second survey message on the screen of the mobile device. In further embodiments, the method also comprises sending a communication comprising the second actionable response option selected by the user.
In certain embodiments, the method further comprises: receiving, in the application, the second survey message comprising one or more second actionable response options; and receiving, in the application, the second actionable response option selected on the mobile device; and sending a communication comprising the second actionable response option selected on the mobile device.
Another aspect of this disclosure provides a computer-implemented method for automatically prompting a user to provide feedback on a mobile device after a triggering event, the method comprising: receiving, at a server, an indication that a triggering event has occurred; receiving, at the server, an indication that the triggering event matches a triggering event stored in a database operably connected to the server; receiving, at the server, a communication comprising the Mobile Station International Subscriber Directory Number of the mobile device; preparing a first survey message comprising one or more first actionable response options; and sending the first survey message to the mobile device.
In some embodiments, the triggering event is selected from the group consisting of a phone call placed from the mobile device to a first phone number, a phone call received at the mobile device from a second phone number, navigation to a specific web address on the mobile device, and navigation away from a specific web address on the mobile device. In certain embodiments, the triggering event is a phone call placed from the mobile device to a first phone number.
In some embodiments, the survey message is selected from the group consisting of binary SMS, flash SMS, MMS, standard SMS, USSD notification, and email.
In some embodiments, the method further comprises: receiving information about the triggering event, the information comprising the destination address of the triggering event; comparing the destination address to destination addresses stored in a database; and determining whether the destination address matches an active survey campaign.
In some embodiments, the method further comprises: receiving, at the server, a communication comprising the first actionable response option selected on the mobile device; preparing a second survey message comprising one or more second actionable response options; and sending the second survey message to the mobile device. In some embodiments, the method also comprises determining whether the first actionable response option selected on the mobile device indicates a desire to receive another survey message. In certain embodiments, the method further comprises logging the first actionable response option selected by the user.
In some embodiments, the method additionally comprises: preparing a second survey message comprising one or more second actionable response options when the first actionable response option selected by the user indicates a desire to receive another survey message; and sending the second survey message to the mobile device. In further embodiments, the method further comprises: receiving, at the server, a communication comprising the second actionable response option selected on the mobile device; logging the second actionable response option selected on the mobile device; preparing a final message; and sending the final message to the mobile device. In certain embodiments, the method additionally comprises receiving, at the server, a communication comprising the second actionable response option selected by the user. In some embodiments, the method further comprises logging the second actionable response option selected by the user.
In some embodiments, the method also comprises: preparing a final message; and sending the final message to the mobile device.
This application provides aspects and embodiments of OnePIN's SurveyXpert™ platform. The term “SurveyXpert” is used throughout this application to refer to multiple aspects and embodiments of the methods, applications, services, systems, and platforms disclosed herein. The name “SurveyXpert” is not limited to any specific embodiment and can refer to multiple embodiments or individual embodiments. Furthermore, other names are also used to refer to embodiments described herein.
As used herein, the terms “a” and “an” mean one or more than one.
Aspects and embodiments of SurveyXpert enable enterprises and small businesses to collect immediate customer feedback and determine customer service satisfaction levels when consumers call into a business line from a mobile phone, when a consumer receives a call from a business on their mobile phone, or when a consumer visits a business or brand web page on their mobile device. In the after-call embodiments, the service automatically detects that a specific phone number for a business or enterprise was dialed by the mobile subscriber, or that the mobile consumer received a call from a designated business. At the end of the phone call, the mobile subscriber is prompted to answer several survey questions via a simple interactive interface that could be related to any of the following:
-
- Level of service received
- Feelings about the call
- General customer service satisfaction
- General product or service feedback
- Inquiries/interest about new products or services offered by the company
- Inquires related to receiving future promotions, coupons or product information
The consumer receives a text based prompt immediately after the phone call. In other embodiments, the prompt could also contain logos, images, photos, pictures, music, weblinks, or other multimedia communications. The consumer is able to answer a single question, or a series of questions depending on the campaign with only a few clicks. The mobile user does not need to open any additional mobile applications, navigate to an SMS or email inbox, or type any information on the device in order to provide a response to the survey campaign.
The service is preferably used with a mobile phone, but can also be used with other devices that can be configured to make phone calls. For example, tablets and other computers that include Skype or Google Voice can be utilized with the services.
Example: Linda calls Visa customer service to inquire about a charge on her credit card statement. At the conclusion of her call, she is asked via a prompt on her mobile phone to provide feedback on the service interaction she just encountered with Visa. The survey feedback prompt is fully customizable by the business or enterprise collecting the feedback, in this case, Visa. In an exemplary embodiment, the survey prompt Linda sees on her phone reads:
How was your experience today with Visa?
-
- Fast and easy
- As expected
- On hold for too long
- Poor
Linda chooses “On hold for too long.” The SurveyXpert application on Linda's mobile phone submits this selection to the cloud platform. The cloud communicates with the application on the mobile phone. In this instance, based on Linda's selection, a follow-up question is generated by the cloud and sent to Linda's mobile phone. Linda sees:
How long was your hold time?
-
- About 1 minute
- 2-3 minutes
- 3-5 minutes
- Greater than 5 minutes
Linda makes another selection: “3-5 minutes.” This selection is again transmitted to the cloud platform. Next, Linda receives a final message. This message arrives on her mobile phone as an SMS, and states:
-
- “Thank you for your feedback. You have been entered to win a $100 prepaid Visa gift card in our monthly drawing. More details can be found at www.visa.com/surveyrewards”
The number of survey questions and follow-up questions based on customer responses is flexible and can be determined by the business or enterprise collecting the customer feedback. The final thank you message is also fully customizable. In this example, the thank you message is sent as an SMS message (commonly known as a text message) to Linda's mobile phone from the SurveyXpert cloud platform. Notably, other messaging types can also be used. For example, the cloud could be configured to send an e-mail, an instant message, an MMS message, a USSD message, or a Facebook message. Additionally, it could Tweet a message (e.g., via Twitter), send an iMessage, send a What's App message, or any other message using an IP based backbone. Messages could also be sent via existing mobile applications such as Viber, Snap Chat, Instagram, or What's App. The type of message sent may or may not be dependent on the type of mobile device that Linda used to make the phone call, or the type of device that Linda has used in the past and which is registered with the SurveyXpert platform.
Benefits for the Business/Enterprise/Entity:Simplicity: Establishing survey campaigns is a simple and straightforward process for businesses. They can easily collect customer feedback in a very simple fashion without needing to employ an outside firm or to a large number of resources.
Immediacy: Businesses and enterprises receive valuable customer feedback very promptly, and can adjust and address service performance issues very quickly. The feedback “loop time” is shortened, enabling businesses to improve their overall service levels.
Customization: Businesses can tailor their surveys for a large array of uses. They are able to collect a wide range of customer feedback related to customer service as well as new product introductions and general customer satisfaction. Survey questions can be changed mid-campaign based on responses already received.
Wide Reach: Enterprises are able to collect customer feedback from a vast array of customers across multiple segment types. Especially in developing areas, this is key as many survey participants may not have access to a computer or landline phone or physical store location (i.e., typical ways in which customer feedback is traditionally collected). However, these customers do have mobile phones, and can be valuable participants in the feedback process.
Real, Unfiltered Customer Feedback: Measuring customer service performance and satisfaction is becoming more important, especially in an increasingly automated customer service environment. With SurveyXpert, businesses receive real responses from customers in an unbiased fashion.
High Value: Billing models can be structured such that businesses only have to pay for actual responses received from mobile subscribers.
Extend Brand Awareness: Businesses are continually looking for ways to further their relationship with customers. SurveyXpert gives them another positive touch point with customers and provides the business with an opportunity to deepen the connection.
Benefits for Mobile Operator:Revenue Generating Service: Mobile Network Operators (MNOs) are able to offer a differentiating service to their Business and Enterprise customers. Enterprises pay for valuable customer feedback, creating a significant revenue generator for MNOs, as each customer survey response represents a billed event.
Benefits for the Mobile SubscriberRelevance: Customers can provide immediate feedback on their experiences. The survey questions posed to the mobile subscriber are timely and directly relevant to the interactions with the company the customer just experienced.
Interoperability: The services work across all mobile devices so subscribers have a similar experience regardless of what type of mobile device or tablet they are using.
The SurveyXpert platform includes a web interface that enables businesses, enterprises, marketers, or platform administrators to log in and define a “campaign.” Within the campaign event, businesses or mobile operators can enter relevant information including, but not limited to, the target phone number(s) that will trigger the survey campaign when called and the timeframe during which a campaign will be relevant.
The user interface specifics (i.e., the wording mobile consumers will see) can be entered via the web interface. This includes the set of questions the business or other entity would like to ask its customers after a call to the business has ended. The business/enterprise/entity is also able to specify the maximum number of people it would like surveyed in a single day, and the length of time (days or hours) the survey campaign should be executed. The business also has the opportunity to set a regional campaign, based on a calling party's area code. In this instance, the business can set a campaign where only customers in a specific geographic region (as determined by their mobile area code where applicable) are targeted for surveys. Other geographic campaigns can be configured based on cell tower location. As used herein, the term “business” refers to any business, corporation, non-profit entity, political campaign, partnership, company, or other entity. Each of these entity types can use and benefit from SurveyXpert.
In some embodiments, the SurveyXpert cloud (server) is connected to a mobile network operator's call switch via an Application Programming Interface (API). Alternatively, the cloud platform can also be connected to the mobile operator's billing platform via an API, depending on the operator's network structure. When a designated campaign number is dialed (i.e., a business's phone number), the API informs the cloud platform. In some embodiments, the business phone number and the mobile subscriber's phone number (MSISDN) are both passed to the SurveyXpert platform via the API, in addition to the date and time.
When the SurveyXpert cloud receives communications via the API, the business phone number is checked to determine which campaign should be executed (as there can, in some instances, be multiple campaigns for different businesses running on the platform at the same time). In some embodiments, the platform also checks the caller's phone number to determine if the calling party has opted out from receiving SurveyXpert prompts. The opt out process is explained in further detail below. If the calling party has opted out of the service, then processing ends and no further communications are sent to the calling party.
If the calling party is not on the opt-out list, then an appropriate campaign message is prepared based on the configuration criteria and sent to the mobile subscriber. Here, this communication is described as an SMS which triggers a remote application on the calling party's mobile phone. This could be a binary SMS, standard text SMS, a specialized (flash, class 1) SMS, or a class 2 SMS which the handset passes to a SIM card within the device. Alternatively, communications can occur via MMS, email, USSD, or via other web-based communications channels between the mobile phone and the SurveyXpert platform.
When the message is received on the calling party's mobile device, the client application displays the prompt the caller. In an exemplary embodiments, the can see the following displayed on the screen of the mobile device:
-
- Rate the service level you just received:
- 5=Exceptional
- 4=Very Good
- 3=Satisfactory
- 2=Disappointing
- 1=Very Poor
- Rate the service level you just received:
The user is able to navigate through the menu and select a response, which is then sent back to the SurveyXpert cloud via the application. Communication back to the cloud can be via a data channel, SMS, MMS, etc.
The above embodiments can also be implemented in a manner where a client application (either on the phone or on the SIM card) is not required. In this instance, a USSD channel is opened and the communications between the mobile subscriber and the SurveyXpert platform occur via USSD communications.
In some embodiments, the SurveyXpert platform collects the device type of the respective mobile devices and can send a message to the respective client applications to “turn off” the SurveyXpert client application in mobile devices that have known issues and/or bugs that interfere with the service.
Intelligent Campaign Based ApproachIn addition to after-call techniques, SurveyXpert campaign can be conducted in an intelligent campaign manner. In some embodiments, the SurveyXpert platform is able to track calls that individual subscribers make to businesses. If a business would like to run a campaign at a later date, subscribers who have called that business in the past can be targeted. This makes the prompts to the mobile subscribers relevant, as a previous relationship with the company had already been established by the mobile consumer. Consumers targeted in this manner receive a prompt, similar to that outlined in the before mentioned embodiments. The intelligent campaigns can be arranged to run a predefined dates and times, and for selected groups of subscribers in a regional area based on the subscriber's area code.
Opt-Out ProcessIn some embodiments, when a subscriber receives a message from the SurveyXpert platform, he or she has the option not to reply. The platform has the intelligence to count the number of rejections and, based thereon, can ask the subscriber if he or she would like to opt-out of the service if the service is not being used. The opt-out counters for the subscribers who have used the service and for the subscribers who have never used the service can be different.
In some embodiments, the text displayed on the mobile device is configurable by the company or business that was called. In this example, a mobile user calls the Visa Customer Service department to inquire about a charge on her credit card. After the phone call, the mobile user sees an automatic, interactive prompt on her handset directly on the screen. She is asked to rate her experience with Visa.
In the embodiment where the mobile user interacts with the campaign message and chooses to provide feedback, she is given a list of options from which to choose in stage 105. Selecting one sends a communication back to the cloud platform with the selection. The session may continue with additional questions, or may end at this point. In some embodiments, the mobile user may receive a follow-up SMS message or other communication as shown in stage 110 thanking the user for participating.
-
- Mobile Subscriber A calls a number defined in the SurveyXpert target database (“1”). The Operator Switch or HLR (Home Location Registry) are in communication with the SurveyXpert platform (“2”). This allows for the Mobile Operator Network to notify the SurveyXpert platform when a specific target phone number is dialed.
- After a target phone number is dialed and subsequently, the required information necessary to trigger a campaign is passed to the SurveyXpert platform (in some embodiments, via an API). Then, the platform processes the information and prepares a campaign message to be sent to a mobile subscriber.
- In one embodiment, the SurveyXpert platform is connected to a Mobile Network Operator SMSC (Short Message Service Center) via an SMPP (Short Message Peer-to-Peer) connection (“3”). Other connection types in other embodiments are also possible. In some embodiments, the platform may also be connected to an MNO's MMSC (MultiMedia Message Service Center). The Operator SMSC forwards the SurveyXpert campaign message to Subscriber A's device (“4”).
- The campaign message appears on Subscriber A's device as exemplified in
FIG. 1 , at which point the subscriber selects his or her preferred option. - The SurveyXpert remote application within Subscriber A's mobile device forwards the response to a designated short code at the Operator SMSC (“5”).
- The Operator SMSC receives and forwards the response to the SurveyXpert platform (“6”). In some embodiments, the SMSC forwards the message in the form of a binary SMS message.
- In some embodiments, the platform parses the message and determines an appropriate response to Subscriber A based on Subscriber A's initial response. Subsequent follow-up questions may be sent, or a thank you SMS may be sent.
- In the instance where a follow-up question is sent to the user, or in the case where a final SMS thank you message is sent to the user, the platform would send a message back to the subscriber (although neither the follow up message nor the thank you message are required). These messages would flow through the MNOs SMSC and MMSC respectively (“7”).
- The Operator SMSC forwards the message to the device user “(8)”.
-
- “Thank you for contacting Visa Customer Service. To help us continually improve our service to you, please click OK to rate our performance today.”
In most embodiments, the message displayed in stage 615 will be actionable by the calling party. In stage 620, the user can either choose to participate in the survey, or can choose to ignore it or cancel the prompt. If the user decides to ignore the prompt, or declines to participate (e.g., by selecting “Cancel” or “No”) at stage 620, the user sees no further information and his decline is automatically sent back to the SurveyXpert server in stage 630. If the user decides to participate at stage 620 (e.g., by selecting “OK” or “Yes”) his selection is sent back to the server where, after receipt, additional messages to be displayed are sent back from the SurveyXpert platform to the application. In some embodiments, these additional messages with additional user response options have already been received by the application and are displayed after the user elects to participate in the survey, as shown at stage 625. In some embodiments, the second survey screen could display text such as:
-
- Rate the service you received today:
- 5—Excellent
- 4—Good
- 3—Fair
- 2—Poor
- 1—Unacceptable
- Rate the service you received today:
The user's selection is sent back to the server platform in stage 635. In some embodiments, the user's MSISDN, the date and time or his response, the TAC (Type Allocation Code) of his device type, and/or a campaign ID associated with the survey campaign are also sent back to the platform.
If the user provided a response to the campaign questions, the platform checks to determine if any follow-up questions should be sent at stage 730, based on the user's selection. If follow-up questions are defined as part of the campaign, the platform prepares the appropriate messages at stage 735 and sends these to the user. In some embodiments, the process exemplified in
If there are no follow-up survey questions, the platform logs the user's initial response at stage 740. It then checks to determine if a final email or SMS should be sent to the user, based on the response provided, and prepares this message at stage 745. In one embodiment, this message could be a thank you to the user for his participation, such as:
-
- “Thank you. Your feedback is valuable for the continuous improvement of our services.
- Click here to receive 10% discount on your cash reward purchases: www.company.com/reward”
At stage 750, the final message is sent to the user.
It is to be understood that the foregoing description is intended to illustrate and not limit the scope of the invention, which is defined by the scope of the appended claims. Those skilled in the art will recognize, or be able to ascertain, using no more than routine experimentation, numerous equivalents to the specific embodiments described specifically in this disclosure. Such equivalents, and other aspects, advantages, and modifications are within the scope of the following claims.
Claims
1. A computer-implemented method for automatically prompting a mobile device user to provide feedback after a triggering event, the method comprising:
- receiving, at the processor in the mobile phone, an indication that a triggering event has occurred;
- receiving at the mobile device a first survey message comprising one or more first actionable response options; and
- displaying the first survey message on the screen of the mobile device.
2. The method of claim 1, further comprising playing an alert tone on the mobile device when the first survey message is displayed.
3. The method of claim 1, further comprising launching an application installed on the mobile device, wherein the application causes the first survey message to be displayed.
4. The method of claim 3, wherein the application causes an alert tone to be played on the mobile device.
5. The method of claim 3, wherein the application is installed on the SIM card of the mobile device.
6. The method of claim 3, wherein the application is installed on the operating system of the mobile device.
7. The method of claim 3, further comprising receiving, in the application, the first actionable response option selected on the mobile device.
8. The method of claim 3, further comprising displaying a second survey message comprising one or more second actionable response options.
9. The method of claim 8, further comprising:
- receiving, in the application, the second actionable response option selected on the mobile device; and
- sending a communication comprising the second actionable response option selected on the mobile device.
10. The method of claim 9, wherein the communication further comprises the first actionable response option selected by the user.
11. The method of claim 7, further comprising:
- sending a communication comprising the first actionable response option selected on the device;
- receiving at the mobile device a second survey message comprising one or more second actionable response options; and
- displaying the second survey message on the screen of the mobile device.
12. The method of claim 11, further comprising sending a communication comprising the second actionable response option selected by the user.
13. The method of claim 11, further comprising:
- receiving, in the application, the second survey message comprising one or more second actionable response options; and
- receiving, in the application, the second actionable response option selected on the mobile device; and
- sending a communication comprising the second actionable response option selected on the mobile device.
14. The method of claim 1, wherein the triggering event is selected from the group consisting of a phone call placed from the mobile device to a first phone number, a phone call received at the mobile device from a second phone number, navigation to a specific web address on the mobile device, and navigation away from a specific web address on the mobile device.
15. The method of claim 15, wherein the triggering event is a phone call placed from the mobile device to a first phone number.
16. The method of claim 1, wherein the first survey message is selected from the group consisting of binary SMS, flash SMS, MMS, standard SMS, USSD notification, and email.
17.-28. (canceled)
Type: Application
Filed: May 4, 2016
Publication Date: May 10, 2018
Inventors: Feyzi CELIK (Hopkinton, MA), Marcin NOWAK (Westborough, MA)
Application Number: 15/567,042