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How to measure and
optimize the website
customer experience
SM
How to measure and
optimize the website
customer experience
SM
Introduction
Discussion
Q&A
Brands & Organizations
8.1K+
of the top 100
business schools
99
Users
2.3M+
Used In
Countries
75+
The World’s
Leading
Insight
Platform
PROVO / USA
DUBLIN / IRL
SYDNEY / AUS
SEATTLE / USA
Measuring	
  &	
  Op.mizing	
  the	
  
Digital	
  Experience	
  
Unsolicited	
  feedback	
  
during	
  website	
  
experience	
  
Targeted	
  feedback	
  
during	
  website	
  
experience	
  
Targeted	
  feedback	
  
before/aAer	
  website	
  
experience	
  
Company Overview
Usability Sciences is a full service user experience and usability research company focused on helping companies
drive website conversion and continuous improvement of the customer experience.
•  Experience: 25+ years experience — across all industries and technologies — of helping our clients succeed, including over 15
years of conducting site intercept research
•  Portfolio: Comprehensive and diverse user experience research portfolio catering to every stage of the development life-
cycle of websites or software products
•  Recommendations: Deliver actionable insights that improve the user experience
•  Relevance: Over 200 research projects conducted annually for 100+ clients
•  Resources: State of the art in-house user experience research labs
•  Technologies: Ability to capture customer feedback anytime, anywhere
•  Quality control: In-house participant panel and recruiting team for lab-based, qualitative research
•  Reach: Partner network — interactive agencies, international research facilities, online research technologies (e.g., Qualtrics),
etc.
•  Thought leadership: Stewardship of Usability.com, a user experience knowledge resource
Why clients choose Usability Sciences
Clients
There’s a reason these brands chose to work with us – for years.
Healthcare / Pharma
Retail / e-Commerce
Financial Services
Hospitality / Travel
Consumer
Technology
Industrial / Energy
Recruiting / Media
Digital Agencies
1
2
3
4
5
6
7
Ques.ons	
  that	
  Plot	
  the	
  Visitor’s	
  Journey	
  (through	
  your	
  website)	
  
Is	
  this	
  the	
  right	
  place	
  to	
  meet	
  my	
  par1cular	
  need?	
  
Is	
  it	
  easy	
  to	
  find	
  what	
  I	
  am	
  looking	
  for?	
  
Does	
  it	
  have	
  all	
  the	
  informa1on	
  I	
  need	
  to	
  make	
  a	
  decision?	
  
Do	
  any	
  of	
  the	
  site’s	
  policies	
  turn	
  me	
  off?	
  
Once	
  I’ve	
  decided	
  to	
  buy,	
  can	
  I	
  conclude	
  the	
  transac1on	
  quickly	
  and	
  securely?	
  
Does	
  the	
  experience	
  work	
  efficiently	
  whatever	
  device	
  I	
  am	
  using?	
  
Is	
  this	
  s1ll	
  the	
  best	
  op1on	
  available	
  to	
  me?	
  
Moments	
  
	
  of	
  	
  
Truth	
  …	
  
MISSION	
  
FINDABILITY	
  
DECISION-­‐MAKING	
  
POLICY	
  
TRANSACTION	
  
TECHNOLOGY	
  
COMPETITION	
  
1
2
3
4
5
6
7
The	
  Visitor	
  Journey	
  Provides	
  an	
  Analy.cal	
  Framework	
  
Is	
  this	
  the	
  right	
  place	
  to	
  meet	
  my	
  par1cular	
  need?	
  
Is	
  it	
  easy	
  to	
  find	
  what	
  I	
  am	
  looking	
  for?	
  
Does	
  it	
  have	
  all	
  the	
  informa1on	
  I	
  need	
  to	
  make	
  a	
  decision?	
  
Do	
  any	
  of	
  the	
  site’s	
  policies	
  turn	
  me	
  off?	
  
Once	
  I’ve	
  decided	
  to	
  buy,	
  can	
  I	
  conclude	
  the	
  transac1on	
  quickly	
  and	
  securely?	
  
Does	
  the	
  experience	
  work	
  efficiently	
  whatever	
  device	
  I	
  am	
  using?	
  
Is	
  this	
  s1ll	
  the	
  best	
  op1on	
  available	
  to	
  me?	
  
MISSION	
  
FINDABILITY	
  
DECISION-­‐MAKING	
  
POLICY	
  
TRANSACTION	
  
TECHNOLOGY	
  
COMPETITION	
  
Are	
  we	
  aZrac.ng	
  the	
  right	
  kind	
  of	
  visitors	
  and	
  how	
  effec.vely	
  can	
  they	
  achieve	
  their	
  purpose?	
  
How	
  easily	
  can	
  visitors	
  find	
  what	
  they	
  are	
  looking	
  for?	
  
How	
  efficiently	
  can	
  visitors	
  reach	
  their	
  own	
  level	
  of	
  cer.tude?	
  
How	
  much	
  fric.on	
  do	
  the	
  site’s	
  policies	
  introduce	
  into	
  visitors’	
  decisions?	
  
How	
  simply	
  can	
  visitors	
  complete	
  their	
  transac.ons?	
  
How	
  does	
  the	
  technology	
  op.mize	
  the	
  visitor	
  experience	
  on	
  and	
  across	
  pla_orms?	
  
How	
  does	
  the	
  site	
  help	
  create	
  compe..ve	
  advantage	
  for	
  the	
  brand?	
  
1
2
3
4
5
6
7
Business	
  Ques.ons	
  Derived	
  from	
  the	
  Analy.cal	
  Framework	
  
Is	
  this	
  the	
  right	
  place	
  to	
  meet	
  my	
  par1cular	
  need?	
  
Is	
  it	
  easy	
  to	
  find	
  what	
  I	
  am	
  looking	
  for?	
  
Does	
  it	
  have	
  all	
  the	
  informa1on	
  I	
  need	
  to	
  make	
  a	
  decision?	
  
Do	
  any	
  of	
  the	
  site’s	
  policies	
  turn	
  me	
  off?	
  
Once	
  I’ve	
  decided	
  to	
  buy,	
  can	
  I	
  conclude	
  the	
  transac1on	
  quickly	
  and	
  securely?	
  
Does	
  the	
  experience	
  work	
  efficiently	
  whatever	
  device	
  I	
  am	
  using?	
  
Is	
  this	
  s1ll	
  the	
  best	
  op1on	
  available	
  to	
  me?	
  
MISSION	
  
FINDABILITY	
  
DECISION-­‐MAKING	
  
POLICY	
  
TRANSACTION	
  
TECHNOLOGY	
  
COMPETITION	
  
Are	
  we	
  aZrac.ng	
  the	
  right	
  kind	
  of	
  visitors	
  and	
  how	
  effec.vely	
  can	
  they	
  achieve	
  their	
  purpose?	
  
How	
  easily	
  can	
  visitors	
  find	
  what	
  they	
  are	
  looking	
  for?	
  
How	
  efficiently	
  can	
  visitors	
  reach	
  their	
  own	
  level	
  of	
  cer.tude?	
  
How	
  much	
  fric.on	
  do	
  the	
  site’s	
  policies	
  introduce	
  into	
  visitors’	
  decisions?	
  
How	
  simply	
  can	
  visitors	
  complete	
  their	
  transac.ons?	
  
How	
  does	
  the	
  technology	
  op.mize	
  the	
  visitor	
  experience	
  on	
  and	
  across	
  pla_orms?	
  
How	
  does	
  the	
  site	
  help	
  create	
  compe..ve	
  advantage	
  for	
  the	
  brand?	
  
1
2
3
4
5
6
7
Website	
  Experience:	
  Analy.cal	
  Framework	
  
Short set of questions upon entering
the site (e.g., who’s coming, why are
they coming)
Visitor navigates the
site
Short set of questions on exit (custom-generated by
the visitor’s unique journey through the site)
1
2
3
How does it work?
Are	
  we	
  aZrac.ng	
  the	
  right	
  kind	
  
of	
  visitors?	
  	
  
	
  
	
  
How	
  effec.vely	
  can	
  they	
  
achieve	
  their	
  purpose	
  in	
  
coming?	
  	
  
	
  
	
  
	
  
How	
  does	
  the	
  experience	
  
impact	
  visitors’	
  view	
  of	
  (or	
  
rela.onship	
  with)	
  the	
  brand?	
  
	
  	
  
	
  	
  
v  Who	
  are	
  you	
  (demogs)?	
  
	
  	
  
	
  	
  
Business	
  Ques)ons	
   Survey	
  Ques)ons	
  (blue	
  asked	
  on	
  entry,	
  green	
  asked	
  on	
  exit)	
  
v  What	
  is	
  the	
  primary	
  reason	
  for	
  your	
  visit?	
  
v  You	
  told	
  us	
  you	
  came	
  to	
  the	
  site	
  today	
  in	
  order	
  to	
  <piped	
  intent>.	
  
How	
  successful	
  were	
  you?	
  
followed	
  by:	
  
v  Please	
  help	
  us	
  understand	
  why	
  your	
  visit	
  was	
  <successful	
  or	
  
unsuccessful>.	
   	
  	
  
v  Based	
  on	
  your	
  previous	
  experience	
  with	
  our	
  brand,	
  please	
  rate	
  
your	
  level	
  of	
  trust	
  in	
  the	
  brand?	
  
v  Based	
  on	
  today’s	
  visit,	
  please	
  indicate	
  your	
  level	
  of	
  trust.	
  
followed	
  by:	
  	
  
v  Please	
  help	
  us	
  understand	
  why	
  your	
  level	
  of	
  trust	
  <rose	
  or	
  fell>	
  as	
  
a	
  result	
  of	
  this	
  visit.	
  
	
  	
  
	
  	
  
How	
  easily	
  can	
  visitors	
  find	
  the	
  
products/informa.on	
  they	
  	
  
seek?	
  
	
  
	
  
How	
  effec.ve	
  is	
  our	
  site	
  	
  
search?	
  
	
  
	
  
	
  
How	
  closely	
  does	
  our	
  taxonomy	
  
match	
  the	
  way	
  our	
  visitors	
  view	
  
our	
  products/informa.on?	
  
	
  	
  
	
  
	
  
	
  
	
  
v  How	
  easy	
  was	
  it	
  to	
  find	
  the	
  products/informa.on	
  that	
  interest	
  you?	
  
followed	
  by:	
  
Please	
  help	
  us	
  understand	
  why	
  you	
  had	
  difficulty	
  finding	
  what	
  	
  
you	
  need.	
  	
  
	
  	
  
	
  	
  
Business	
  Ques)ons	
   Survey	
  Ques)ons	
  (blue	
  asked	
  on	
  entry,	
  green	
  asked	
  on	
  exit,	
  red	
  based	
  on	
  behavior)	
  
v  Visitor	
  visited	
  one	
  or	
  more	
  product	
  categories/	
  content	
  areas:	
  
	
  We	
  saw	
  that	
  you	
  visited	
  <content	
  area>.	
  
How	
  did	
  our	
  way	
  of	
  labeling	
  and	
  grouping	
  products	
  match	
  the	
  
way	
  you	
  	
  would	
  describe	
  these	
  categories?	
  
followed	
  by:	
  
	
  Please	
  give	
  us	
  an	
  example	
  of	
  how	
  your	
  view	
  differs	
  from	
  our	
  
labels	
  or	
  grouping.	
   	
  	
  
v  	
   Visitor	
  	
  used	
  site	
  search	
  one	
  or	
  more	
  .mes:	
  	
  
	
  We	
  saw	
  that	
  you	
  ini.ally	
  searched	
  for	
  <1st	
  search	
  term>.	
  
How	
  relevant	
  to	
  your	
  need	
  were	
  the	
  search	
  results	
  we	
  provided?	
  
followed	
  by:	
  
	
  Please	
  help	
  us	
  understand	
  why	
  the	
  results	
  did	
  not	
  meet	
  your	
  need.	
  
	
  	
  
	
  	
  
How	
  efficiently	
  can	
  visitors	
  	
  
reach	
  their	
  own	
  level	
  of	
  
cer.tude?	
  
	
  
	
  
How	
  effec.ve	
  do	
  visitors	
  find	
  the	
  
various	
  features	
  and	
  func.ons	
  we	
  
provide	
  them	
  as	
  decision-­‐making	
  
tools?	
  
	
  
Who	
  do	
  our	
  visitors	
  involve	
  in	
  
their	
  decision-­‐making?	
  	
  
v  Visitor	
  viewed	
  one	
  or	
  more	
  products	
  but	
  did	
  not	
  add	
  any	
  of	
  them	
  to	
  their	
  cart.	
  	
  	
  
Please	
  rate	
  the	
  completeness	
  of	
  the	
  informa.on	
  for	
  the	
  
product	
  pages	
  you	
  viewed	
  
followed	
  by:	
  
v  Please	
  help	
  us	
  understand	
  what	
  addi.onal	
  informa.on	
  or	
  
tools	
  you	
  would	
  like	
  to	
  see	
  on	
  the	
  product	
  page.	
  	
  	
  
	
  
	
  	
  
	
  	
  
Business	
  Ques)ons	
   Survey	
  Ques)ons	
  (blue	
  asked	
  on	
  entry,	
  green	
  asked	
  on	
  exit,	
  red	
  based	
  on	
  behavior)	
  
v  Visitor	
  u.lized	
  a	
  <sharing	
  or	
  social	
  media	
  link>.	
  	
  	
  
Do	
  you	
  typically	
  share	
  a	
  product	
  with	
  your	
  social	
  media	
  friends	
  
before	
  or	
  aAer	
  you	
  make	
  a	
  purchase	
  decision?	
  	
  
followed	
  by:	
  
v  With	
  whom	
  are	
  you	
  most	
  likely	
  to	
  share	
  these	
  decisions?	
  
	
  	
  
v  Visitor	
  u.lized	
  a	
  <product-­‐related	
  func.on/	
  feature>.	
  	
  	
  
Please	
  rate	
  the	
  usefulness	
  of	
  the	
  <>	
  func.on.	
  	
  
followed	
  by:	
  
v  Please	
  help	
  us	
  understand	
  how	
  the	
  <func.on>	
  could	
  be	
  improved	
  
to	
  beZer	
  meet	
  your	
  needs.	
  
	
  	
  
Which,	
  if	
  any,	
  of	
  our	
  policies	
  
create	
  a	
  barrier	
  to	
  conversion?	
  	
  
	
  
	
  
How	
  can	
  we	
  posi.on	
  our	
  
policies	
  to	
  greatest	
  effect?	
  	
  
	
  
	
  
	
  
	
  
How	
  do	
  our	
  policies	
  compare	
  
with	
  those	
  of	
  our	
  primary	
  
compe.tors	
  
	
  	
  
	
  	
  
Business	
  Ques)ons	
   Survey	
  Ques)ons	
  (blue	
  asked	
  on	
  entry,	
  green	
  asked	
  on	
  exit,	
  red	
  based	
  on	
  behavior)	
  
v  Visitor	
  viewed	
  a	
  policy	
  and	
  leA	
  site	
  or	
  abandoned	
  cart/	
  check-­‐out	
  .	
  	
  	
  
Please	
  rate	
  the	
  degree	
  to	
  which	
  our	
  policies	
  affect	
  your	
  
decision	
  to	
  buy	
  from	
  our	
  site.	
  
followed	
  by:	
  
v  Please	
  help	
  us	
  understand	
  why	
  you	
  answered	
  this	
  way.	
  	
  
	
  	
  
	
  	
  
v  Within	
  the	
  context	
  of	
  survey	
  ques.ons	
  about	
  compe.tors:	
  	
  	
  	
  
Please	
  provide	
  one	
  example	
  of	
  a	
  compe.tor’s	
  policy	
  (shipping,	
  
returns,	
  	
  price	
  guarantee,	
  etc.)	
  that	
  has	
  been	
  the	
  deciding	
  factor	
  
in	
  your	
  buying	
  from	
  them?	
  	
  
followed	
  by:	
  
v  Why	
  do	
  you	
  find	
  this	
  policy	
  compelling?	
  	
  
	
  	
  
v  Visitor	
  clicked	
  through	
  to	
  a	
  specific	
  policy.	
  	
  	
  
To	
  what	
  extent	
  does	
  our	
  <low	
  cost	
  guarantee>	
  make	
  you	
  more	
  
likely	
  to	
  buy	
  from	
  us.	
  	
  
followed	
  by:	
  
v  Please	
  help	
  us	
  understand	
  why	
  you	
  answered	
  that	
  way.	
  
	
  	
  
How	
  simple	
  and	
  secure	
  is	
  it	
  for	
  
our	
  visitors	
  to	
  complete	
  a	
  
transac.on?	
  	
  
	
  
	
  
	
  
	
  
	
  
	
  	
  
Business	
  Ques)ons	
   Survey	
  Ques)ons	
  (blue	
  asked	
  on	
  entry,	
  green	
  asked	
  on	
  exit,	
  red	
  based	
  on	
  behavior)	
  
v  Visitor	
  put	
  item(s)	
  in	
  cart	
  but	
  did	
  not	
  enter	
  checkout.	
  	
  
Please	
  rate	
  the	
  usability	
  of	
  our	
  shopping	
  cart	
  func.on.	
  	
  
followed	
  by:	
  
v  Please	
  help	
  us	
  understand	
  what	
  gave	
  you	
  a	
  problem.	
   	
  	
  
v  Visitor	
  entered	
  but	
  did	
  not	
  complete	
  the	
  checkout	
  process.	
  	
  Ques.on	
  dictated	
  by	
  point	
  of	
  
abandonment.	
  	
  	
  
Please	
  rate	
  the	
  simplicity	
  of	
  our	
  checkout	
  process.	
  	
  
Please	
  rate	
  your	
  confidence	
  in	
  the	
  security	
  of	
  our	
  checkout	
  process.	
  
followed	
  by:	
  
v  Please	
  help	
  us	
  understand	
  why	
  you	
  started	
  but	
  did	
  not	
  complete	
  
the	
  checkout	
  process.	
   	
  	
  
To	
  what	
  extent	
  does	
  our	
  
technology	
  provide	
  the	
  op.mal	
  
visitor	
  experience	
  on	
  any	
  type	
  
of	
  device?	
  	
  
	
  
	
  
	
  
	
  
Business	
  Ques)ons	
   Survey	
  Ques)ons	
  (blue	
  asked	
  on	
  entry,	
  green	
  asked	
  on	
  exit,	
  red	
  based	
  on	
  behavior)	
  
v  List	
  of	
  performance	
  characteris.cs	
  differs	
  by	
  visitor’s	
  device:	
  
	
  How	
  would	
  you	
  rate	
  the	
  following	
  aspects	
  of	
  the	
  	
  site/
mobile	
  site/	
  app	
  experience:	
  
v  A	
  
v  B	
  
v  C,	
  etc.	
  
followed	
  by:	
  
v  Please	
  help	
  us	
  understand	
  how	
  these	
  performance	
  
problems	
  affected	
  your	
  visit. 	
  	
  
How	
  does	
  the	
  visitor	
  experience	
  
on	
  our	
  site	
  compare	
  to	
  those	
  of	
  
our	
  compe.tors?	
  
	
  
	
  
	
  
	
  
	
  
How	
  can	
  we	
  use	
  our	
  site(s)	
  to	
  
create	
  a	
  sustainable	
  compe..ve	
  
advantage?	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
Business	
  Ques)ons	
   Survey	
  Ques)ons	
  (blue	
  asked	
  on	
  entry,	
  green	
  asked	
  on	
  exit,	
  red	
  based	
  on	
  behavior)	
  
v  With	
  which	
  of	
  these	
  compe.tors’	
  sites	
  are	
  most	
  familiar?	
  	
  
v  Based	
  on	
  your	
  experience	
  with	
  us	
  today,	
  how	
  would	
  you	
  compare	
  
our	
  site	
  with	
  that	
  of	
  <compe.tor	
  selected	
  from	
  entry	
  ques.on>?	
  
followed	
  by:	
  
v  Please	
  help	
  us	
  understand	
  why	
  rated	
  <compe.tor	
  or	
  our	
  site>	
  
beZer	
  than	
  <our	
  site	
  or	
  compe.tor>.	
   	
  	
  
v  If	
  you	
  could	
  change	
  one	
  thing	
  about	
  our	
  site	
  that	
  would	
  make	
  it	
  
your	
  default	
  shopping	
  des.na.on	
  (for	
  our	
  type	
  of	
  products)	
  what	
  
would	
  it	
  be? 	
  	
  
MISSION	
  
FINDABILITY	
  
DECISION-­‐MAKING	
  
POLICY	
  
TRANSACTION	
  
TECHNOLOGY	
  
COMPETITION	
  
1
2
3
4
5
6
7
	
   	
   	
   	
  PRIORITIES	
  
	
  Immediate	
   	
   	
   	
  	
  	
  	
  	
   	
  	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  (simpler,	
  faster,	
  	
  =	
  technology) 	
   	
   	
  	
  
#1	
  
#2	
  
#3	
  
#4	
  
MISSION	
  
FINDABILITY	
  
DECISION-­‐MAKING	
  
POLICY	
  
TRANSACTION	
  
TECHNOLOGY	
  
COMPETITION	
  
1
2
3
4
5
6
7
	
   	
   	
   	
  PRIORITIES	
  
	
  Immediate	
   	
   	
   	
  	
  	
  	
  	
   	
  	
  Longer	
  Term	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  (simpler,	
  faster,	
  	
  =	
  technology) 	
   	
   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  (strategic,	
  complex,	
  technology-­‐driven)	
  
#1	
  
#2	
  
#3	
  
#4	
  
#1	
  
#2	
  
#4	
  
#3	
  
MISSION	
  
FINDABILITY	
  
DECISION-­‐MAKING	
  
POLICY	
  
TRANSACTION	
  
TECHNOLOGY	
  
COMPETITION	
  
1
2
3
4
5
6
7
1.  Frame	
  the	
  moments	
  of	
  truth	
  as	
  customer	
  
ques.ons.	
  
2.  Use	
  the	
  ques.ons	
  as	
  the	
  spine	
  of	
  your	
  
analy.cal	
  framework.	
  
3.  Use	
  sophis.cated	
  survey	
  technology	
  to	
  get	
  
as	
  close	
  as	
  possible	
  to	
  your	
  customers’	
  
moments	
  of	
  truth.	
  
4.  Exploit	
  the	
  survey	
  technology	
  to	
  ask	
  more	
  
relevant,	
  contextually-­‐triggered	
  ques.ons.	
  
	
  	
  …	
  because	
  …	
  	
  
5.  The	
  beZer	
  the	
  ques.ons,	
  the	
  beZer	
  the	
  
insights.	
  
Takeaways	
  
Q&A
END

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Measure website CX with visitor journey analytics

  • 1. How to measure and optimize the website customer experience SM
  • 2. How to measure and optimize the website customer experience SM Introduction Discussion Q&A
  • 3. Brands & Organizations 8.1K+ of the top 100 business schools 99 Users 2.3M+ Used In Countries 75+ The World’s Leading Insight Platform PROVO / USA DUBLIN / IRL SYDNEY / AUS SEATTLE / USA
  • 4. Measuring  &  Op.mizing  the   Digital  Experience   Unsolicited  feedback   during  website   experience   Targeted  feedback   during  website   experience   Targeted  feedback   before/aAer  website   experience  
  • 5. Company Overview Usability Sciences is a full service user experience and usability research company focused on helping companies drive website conversion and continuous improvement of the customer experience. •  Experience: 25+ years experience — across all industries and technologies — of helping our clients succeed, including over 15 years of conducting site intercept research •  Portfolio: Comprehensive and diverse user experience research portfolio catering to every stage of the development life- cycle of websites or software products •  Recommendations: Deliver actionable insights that improve the user experience •  Relevance: Over 200 research projects conducted annually for 100+ clients •  Resources: State of the art in-house user experience research labs •  Technologies: Ability to capture customer feedback anytime, anywhere •  Quality control: In-house participant panel and recruiting team for lab-based, qualitative research •  Reach: Partner network — interactive agencies, international research facilities, online research technologies (e.g., Qualtrics), etc. •  Thought leadership: Stewardship of Usability.com, a user experience knowledge resource Why clients choose Usability Sciences
  • 6. Clients There’s a reason these brands chose to work with us – for years. Healthcare / Pharma Retail / e-Commerce Financial Services Hospitality / Travel Consumer Technology Industrial / Energy Recruiting / Media Digital Agencies
  • 7. 1 2 3 4 5 6 7 Ques.ons  that  Plot  the  Visitor’s  Journey  (through  your  website)   Is  this  the  right  place  to  meet  my  par1cular  need?   Is  it  easy  to  find  what  I  am  looking  for?   Does  it  have  all  the  informa1on  I  need  to  make  a  decision?   Do  any  of  the  site’s  policies  turn  me  off?   Once  I’ve  decided  to  buy,  can  I  conclude  the  transac1on  quickly  and  securely?   Does  the  experience  work  efficiently  whatever  device  I  am  using?   Is  this  s1ll  the  best  op1on  available  to  me?   Moments    of     Truth  …  
  • 8. MISSION   FINDABILITY   DECISION-­‐MAKING   POLICY   TRANSACTION   TECHNOLOGY   COMPETITION   1 2 3 4 5 6 7 The  Visitor  Journey  Provides  an  Analy.cal  Framework   Is  this  the  right  place  to  meet  my  par1cular  need?   Is  it  easy  to  find  what  I  am  looking  for?   Does  it  have  all  the  informa1on  I  need  to  make  a  decision?   Do  any  of  the  site’s  policies  turn  me  off?   Once  I’ve  decided  to  buy,  can  I  conclude  the  transac1on  quickly  and  securely?   Does  the  experience  work  efficiently  whatever  device  I  am  using?   Is  this  s1ll  the  best  op1on  available  to  me?  
  • 9. MISSION   FINDABILITY   DECISION-­‐MAKING   POLICY   TRANSACTION   TECHNOLOGY   COMPETITION   Are  we  aZrac.ng  the  right  kind  of  visitors  and  how  effec.vely  can  they  achieve  their  purpose?   How  easily  can  visitors  find  what  they  are  looking  for?   How  efficiently  can  visitors  reach  their  own  level  of  cer.tude?   How  much  fric.on  do  the  site’s  policies  introduce  into  visitors’  decisions?   How  simply  can  visitors  complete  their  transac.ons?   How  does  the  technology  op.mize  the  visitor  experience  on  and  across  pla_orms?   How  does  the  site  help  create  compe..ve  advantage  for  the  brand?   1 2 3 4 5 6 7 Business  Ques.ons  Derived  from  the  Analy.cal  Framework   Is  this  the  right  place  to  meet  my  par1cular  need?   Is  it  easy  to  find  what  I  am  looking  for?   Does  it  have  all  the  informa1on  I  need  to  make  a  decision?   Do  any  of  the  site’s  policies  turn  me  off?   Once  I’ve  decided  to  buy,  can  I  conclude  the  transac1on  quickly  and  securely?   Does  the  experience  work  efficiently  whatever  device  I  am  using?   Is  this  s1ll  the  best  op1on  available  to  me?  
  • 10. MISSION   FINDABILITY   DECISION-­‐MAKING   POLICY   TRANSACTION   TECHNOLOGY   COMPETITION   Are  we  aZrac.ng  the  right  kind  of  visitors  and  how  effec.vely  can  they  achieve  their  purpose?   How  easily  can  visitors  find  what  they  are  looking  for?   How  efficiently  can  visitors  reach  their  own  level  of  cer.tude?   How  much  fric.on  do  the  site’s  policies  introduce  into  visitors’  decisions?   How  simply  can  visitors  complete  their  transac.ons?   How  does  the  technology  op.mize  the  visitor  experience  on  and  across  pla_orms?   How  does  the  site  help  create  compe..ve  advantage  for  the  brand?   1 2 3 4 5 6 7 Website  Experience:  Analy.cal  Framework  
  • 11. Short set of questions upon entering the site (e.g., who’s coming, why are they coming) Visitor navigates the site Short set of questions on exit (custom-generated by the visitor’s unique journey through the site) 1 2 3 How does it work?
  • 12. Are  we  aZrac.ng  the  right  kind   of  visitors?         How  effec.vely  can  they   achieve  their  purpose  in   coming?           How  does  the  experience   impact  visitors’  view  of  (or   rela.onship  with)  the  brand?           v  Who  are  you  (demogs)?           Business  Ques)ons   Survey  Ques)ons  (blue  asked  on  entry,  green  asked  on  exit)   v  What  is  the  primary  reason  for  your  visit?   v  You  told  us  you  came  to  the  site  today  in  order  to  <piped  intent>.   How  successful  were  you?   followed  by:   v  Please  help  us  understand  why  your  visit  was  <successful  or   unsuccessful>.       v  Based  on  your  previous  experience  with  our  brand,  please  rate   your  level  of  trust  in  the  brand?   v  Based  on  today’s  visit,  please  indicate  your  level  of  trust.   followed  by:     v  Please  help  us  understand  why  your  level  of  trust  <rose  or  fell>  as   a  result  of  this  visit.          
  • 13. How  easily  can  visitors  find  the   products/informa.on  they     seek?       How  effec.ve  is  our  site     search?         How  closely  does  our  taxonomy   match  the  way  our  visitors  view   our  products/informa.on?               v  How  easy  was  it  to  find  the  products/informa.on  that  interest  you?   followed  by:   Please  help  us  understand  why  you  had  difficulty  finding  what     you  need.             Business  Ques)ons   Survey  Ques)ons  (blue  asked  on  entry,  green  asked  on  exit,  red  based  on  behavior)   v  Visitor  visited  one  or  more  product  categories/  content  areas:    We  saw  that  you  visited  <content  area>.   How  did  our  way  of  labeling  and  grouping  products  match  the   way  you    would  describe  these  categories?   followed  by:    Please  give  us  an  example  of  how  your  view  differs  from  our   labels  or  grouping.       v    Visitor    used  site  search  one  or  more  .mes:      We  saw  that  you  ini.ally  searched  for  <1st  search  term>.   How  relevant  to  your  need  were  the  search  results  we  provided?   followed  by:    Please  help  us  understand  why  the  results  did  not  meet  your  need.          
  • 14. How  efficiently  can  visitors     reach  their  own  level  of   cer.tude?       How  effec.ve  do  visitors  find  the   various  features  and  func.ons  we   provide  them  as  decision-­‐making   tools?     Who  do  our  visitors  involve  in   their  decision-­‐making?     v  Visitor  viewed  one  or  more  products  but  did  not  add  any  of  them  to  their  cart.       Please  rate  the  completeness  of  the  informa.on  for  the   product  pages  you  viewed   followed  by:   v  Please  help  us  understand  what  addi.onal  informa.on  or   tools  you  would  like  to  see  on  the  product  page.                 Business  Ques)ons   Survey  Ques)ons  (blue  asked  on  entry,  green  asked  on  exit,  red  based  on  behavior)   v  Visitor  u.lized  a  <sharing  or  social  media  link>.       Do  you  typically  share  a  product  with  your  social  media  friends   before  or  aAer  you  make  a  purchase  decision?     followed  by:   v  With  whom  are  you  most  likely  to  share  these  decisions?       v  Visitor  u.lized  a  <product-­‐related  func.on/  feature>.       Please  rate  the  usefulness  of  the  <>  func.on.     followed  by:   v  Please  help  us  understand  how  the  <func.on>  could  be  improved   to  beZer  meet  your  needs.      
  • 15. Which,  if  any,  of  our  policies   create  a  barrier  to  conversion?         How  can  we  posi.on  our   policies  to  greatest  effect?             How  do  our  policies  compare   with  those  of  our  primary   compe.tors           Business  Ques)ons   Survey  Ques)ons  (blue  asked  on  entry,  green  asked  on  exit,  red  based  on  behavior)   v  Visitor  viewed  a  policy  and  leA  site  or  abandoned  cart/  check-­‐out  .       Please  rate  the  degree  to  which  our  policies  affect  your   decision  to  buy  from  our  site.   followed  by:   v  Please  help  us  understand  why  you  answered  this  way.             v  Within  the  context  of  survey  ques.ons  about  compe.tors:         Please  provide  one  example  of  a  compe.tor’s  policy  (shipping,   returns,    price  guarantee,  etc.)  that  has  been  the  deciding  factor   in  your  buying  from  them?     followed  by:   v  Why  do  you  find  this  policy  compelling?         v  Visitor  clicked  through  to  a  specific  policy.       To  what  extent  does  our  <low  cost  guarantee>  make  you  more   likely  to  buy  from  us.     followed  by:   v  Please  help  us  understand  why  you  answered  that  way.      
  • 16. How  simple  and  secure  is  it  for   our  visitors  to  complete  a   transac.on?                   Business  Ques)ons   Survey  Ques)ons  (blue  asked  on  entry,  green  asked  on  exit,  red  based  on  behavior)   v  Visitor  put  item(s)  in  cart  but  did  not  enter  checkout.     Please  rate  the  usability  of  our  shopping  cart  func.on.     followed  by:   v  Please  help  us  understand  what  gave  you  a  problem.       v  Visitor  entered  but  did  not  complete  the  checkout  process.    Ques.on  dictated  by  point  of   abandonment.       Please  rate  the  simplicity  of  our  checkout  process.     Please  rate  your  confidence  in  the  security  of  our  checkout  process.   followed  by:   v  Please  help  us  understand  why  you  started  but  did  not  complete   the  checkout  process.      
  • 17. To  what  extent  does  our   technology  provide  the  op.mal   visitor  experience  on  any  type   of  device?             Business  Ques)ons   Survey  Ques)ons  (blue  asked  on  entry,  green  asked  on  exit,  red  based  on  behavior)   v  List  of  performance  characteris.cs  differs  by  visitor’s  device:    How  would  you  rate  the  following  aspects  of  the    site/ mobile  site/  app  experience:   v  A   v  B   v  C,  etc.   followed  by:   v  Please  help  us  understand  how  these  performance   problems  affected  your  visit.    
  • 18. How  does  the  visitor  experience   on  our  site  compare  to  those  of   our  compe.tors?             How  can  we  use  our  site(s)  to   create  a  sustainable  compe..ve   advantage?                 Business  Ques)ons   Survey  Ques)ons  (blue  asked  on  entry,  green  asked  on  exit,  red  based  on  behavior)   v  With  which  of  these  compe.tors’  sites  are  most  familiar?     v  Based  on  your  experience  with  us  today,  how  would  you  compare   our  site  with  that  of  <compe.tor  selected  from  entry  ques.on>?   followed  by:   v  Please  help  us  understand  why  rated  <compe.tor  or  our  site>   beZer  than  <our  site  or  compe.tor>.       v  If  you  could  change  one  thing  about  our  site  that  would  make  it   your  default  shopping  des.na.on  (for  our  type  of  products)  what   would  it  be?    
  • 19. MISSION   FINDABILITY   DECISION-­‐MAKING   POLICY   TRANSACTION   TECHNOLOGY   COMPETITION   1 2 3 4 5 6 7        PRIORITIES    Immediate                                          (simpler,  faster,    =  technology)         #1   #2   #3   #4  
  • 20. MISSION   FINDABILITY   DECISION-­‐MAKING   POLICY   TRANSACTION   TECHNOLOGY   COMPETITION   1 2 3 4 5 6 7        PRIORITIES    Immediate                    Longer  Term                        (simpler,  faster,    =  technology)                          (strategic,  complex,  technology-­‐driven)   #1   #2   #3   #4   #1   #2   #4   #3  
  • 21. MISSION   FINDABILITY   DECISION-­‐MAKING   POLICY   TRANSACTION   TECHNOLOGY   COMPETITION   1 2 3 4 5 6 7 1.  Frame  the  moments  of  truth  as  customer   ques.ons.   2.  Use  the  ques.ons  as  the  spine  of  your   analy.cal  framework.   3.  Use  sophis.cated  survey  technology  to  get   as  close  as  possible  to  your  customers’   moments  of  truth.   4.  Exploit  the  survey  technology  to  ask  more   relevant,  contextually-­‐triggered  ques.ons.      …  because  …     5.  The  beZer  the  ques.ons,  the  beZer  the   insights.   Takeaways  
  • 22. Q&A
  • 23. END