How to setup Customer Effort Score (CES) survey?

Before you begin, see guide for survey questions. This will help you understand various ways you can setup surveys in OnVoard.

Setting up Customer Effort Score (CES) survey

To setup CES survey, use the following config for survey question:

  • Specify your question title, in this case, we'll use - How easy was it to get the help you wanted today?
  • Select Scale for question type.
  • For question variant, select 5-point scale.
  • For question mode, select Numeric Options. If you prefer, you can use another mode like Reactions as well.
  • Indicate high and low score label. In this example, let's use Easy and Difficult

Preview of how CES survey looks like.