Surveys: Should you report based on “sent date” or “received date”


Share on LinkedIn

Recently a customer asked: “In terms of “best practice” do you have a view on whether NPS should be calculated based on the date a survey was sent or the date of the response?”

My response was perhaps not as specific as they had hoped: it depends.

In many ways it doesn’t matter which you choose so long as you stay with the same date. The client was concerned about being “most accurate” when calculating the score but this is a fuzzy concept here. “Most consistent” is probably more useful idea in this case. A consistent NPS data collection process is key in obtaining data that you can trust and action. See this blog post for more on this topic:Three Prerequisites to setting Net Promoter targets.

When running a transactional survey approach, another date that could be used is the order date or transaction date. If you use this date you can potentially tie changes in the customer scores to events in the order or touch-point process. This can be very useful in the root cause analysis process.

Some organisations like to use response date because that means that as of a particular date the reported scores will not change. If you use order date or date sent, the reported NPS for, say, February can change during March if someone fills in a survey in March that was sent in February.

However, because we’re most often talking about email surveys this effect is quite small. Email surveys are normally done within a day or two of being sent so by March 5, nothing will be changing in the February report. That may however be enough of an issue to make you want to change.

More Information

For more information on Net Promoter Score and how/why it works download our free Introduction to Net Promoter Score (NPS).

If you are thinking about implementing Net Promoter Score (NPS) in your organisation give us a call. We can help you to implement a best practice Net Promoter Score program for your business.

Net Promoter, Net Promoter Score and NPS are registered trademarks of Bain & Company, Inc., Satmetrix Systems, Inc., and Fred Reichheld.

Republished with author's permission from original post.


Please use comments to add value to the discussion. Maximum one link to an educational blog post or article. We will NOT PUBLISH brief comments like "good post," comments that mainly promote links, or comments with links to companies, products, or services.

Please enter your comment!
Please enter your name here