How to Create a Killer Net Promoter Score Program in Marketo | Community
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New Participant
November 20, 2015

How to Create a Killer Net Promoter Score Program in Marketo

  • November 20, 2015
  • 23 replies
  • 16424 views

Customers are the lifeblood of every company, yet many businesses don’t know if their customers love them or hate them. We’re about to show you how you can, in less than an hour, create a best-in-class Net Promoter Score program in Marketo that will find your champions and detractors alike.

The Net Promoter Score (NPS) is an amazing way to determine customer loyalty. Bain & Company made this simple 1 question survey famous. You can read more about it here, but essentially it shows you your customers who are promoters (you want a lot of these) passives, and detractors (you want as few of these as possible).

Here’s how to create a Net Promoter Score program in Marketo…

  1. Setup your Program
    We created a new channel for NPS score, so that we can use program statuses to view the overall opinions of our customers. We defined program success to be 9’s and 10’s since those are what are considered to be ‘promoters’.
    Screen Shot 2015-11-19 at 1.21.02 PM
  2. Create new fields to capture NPS Score & NPS Comments
    VERY Important Note:
    Your NPS Score field, MUST be an integer field. Your NPS Comments field should be a text field. If you want these fields to appear in your CRM, you should make them there first and wait for them to sync over. We would also recommend you map them from the lead to the contact so that there is never any loss of data.
    Screen Shot 2015-11-19 at 1.25.45 PM
  3. Create your Form
    You want to add your NPS Comments field, and make sure it is a ‘Text Area’ field type. Remove the label and make the label width ’10’. Add the email address field, and make it hidden. Then you want to add your NPS Score field. Make that a hidden field and ensure that the Parameter name is ‘npsscore’. ****VERY important****Screen Shot 2015-11-19 at 11.22.50 PM
    Screen Shot 2015-11-19 at 1.27.37 PM
  4. Create your Email Template
    This is the template that we built. It's fully responsive across all email clients and devices, even the ones that don't support media queries!
    Screen Shot 2015-11-19 at 1.29.16 PM
  5. Create your Landing Page Template
    Here is our landing page template. It also includes a fancy javascript library that allows people to change their score on their confirmation page. Nice, clean and simple with the goal of getting feedback from customers. Here is a live example of it.
    Screen Shot 2015-11-19 at 1.30.06 PM
  6. Update your Email
    For each score in the email, 1-10, update the link to your landing page, with a URL parameter structured exactly like this: ?npsscore=
    Here is a screenshot of what it should look like:
    Screen Shot 2015-11-19 at 1.33.07 PM
  7. Send it out!
    Send out your NPS email and make sure that you follow-up on everyone’s feedback, good or bad! If it’s good, try and get them to promote your company on social networks if its bad, follow-up and show them some love.

Good luck! It can sometimes be a little scary to ask your customers for their feedback, but the reality is its there so you’re much better off knowing it, good or bad.

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    23 replies

    Community Manager
    July 14, 2016

    Just for reference, if you are using SurveyMonkey enterprise integration with Marketo, you can use the built-in NPS question and logic.  Then you can use the response value in your Smart Campaign logic. 

    It is a pretty nice integration.  The only thing that I find a little clunky is that you need to paste in the survey name and the survey question in the Smart Campaign.  Marketo does not "see into" Survey Monkey to make a pick list from existing surveys.

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    July 8, 2016

    I'm running across an issue on the flow step to add users to the program status. What choices are you using? I've tried If landing url contains 'npsscore=#' and If clicked link in emails contains 'npsscore=#' and none are adding.

    Appreciate the help!

    New Participant
    April 20, 2016

    Hi Noopur,

    That's correct. Since they are clicking a link in an email, we know who they are. We have a hidden field on the landing page form for the email address field so we are relating the data back to the proper record in the DB. It's not necessary to parse through a URL parameter as long as you have the email form field to be pre-filled.

    Hope that helps. Cheers!

    April 13, 2016

    Hey Pierce, had a question about your form - how do you capture who has filled it out? do you use hidden fields for name, email and company? is this parsed through a url parameter? Thanks!

    New Participant
    January 28, 2016

    Hi Diane,

    I don't think there's really a big difference with the score field vs an integer field other than you can use the 'Change Score' flow action in smart campaigns - so if that's something that you think you'd do, and you don't want to do it with the change data value flow step, then that might be a reason to use the score field instead?

    Diane_Condon1
    New Participant
    January 25, 2016

    Hey Pierce, we're about to set-up something similar in our Marketo instance, and we were leaning towards using a "score" field type for NPS to take advantage of the additional constraints that field type has. Any thoughts on why an integer field would be better? Thanks!

    Diane
    New Participant
    December 2, 2015

    I remember we talked about that a while back Justin. I really like Promoter.io's solution to this as well, I just felt like the core of these things could live in Marketo and didn't need to be in other systems. Dynamism on the LP definitely took a bit of time to figure out but I think its worth it, in case someone changes their mind once they get to the stage of entering their feedback (for good or bad... but hopefully good!).

    New Participant
    December 2, 2015

    No worries! Happy to help.

    December 2, 2015

    Timing is perfect for this piece, thanks Pierce!

    December 1, 2015

    Great piece, Pierce!