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Baseline Mystery Shopping

 

When companies have not used mystery shopping to measure the customer experience, they typically find out more than what they bargained for.

 

Typically, they start with a standard evaluation to get a baseline of what is happening in their locations. In most cases, employees are not informed that this baseline program will be happening so that companies can get a true picture of what is happening in each of their locations. This covert baseline allows for true measurement, as employees will not be “on their toes” knowing this is happening. The program typically runs with shops at a higher frequency, once or more per week, over a four to six week period across a variety of days and times of the day. This is a great start to see where employees are the strongest, and what operational procedures need to improve.

 

However, it often time reveals information that the company may not have been looking for, yet is very useful when measuring the customer experience. This is most true when companies are not already using customer feedback programs or asking the right questions.

 

Take, for example, the retail store that has several locations. They started a baseline program to evaluate the employees, determine strengths and challenges, and roll out a new training program. In the evaluation report, they asked mystery shoppers to indicate whether they’d return in the future, and their reasoning for it.

 

While their operational checkpoints were strong, with employees tending to stick to the correct policies and procedures, they found that many of the shoppers would not return because of their selection of products. A secondary theme they found among the baseline reports revolved around the way cashiers were bagging items – while this was not a part of the standard evaluation, comments in the last section asking why a shopper would or would not return revealed that many cashiers were not bagging items correctly, often times placing lighter items underneath heavier items, or not double bagging heavier items. While this was not something the company set out to find, this was an issue that was affecting the customer experience and one that could easily rectified now that they were aware of it.

 

Another beneficial question to ask is “If there was one way your visit could have been improved, what would it be?” or the offshoot “What is one thing we can do to improve?” Companies have received helpful and valuable feedback by asking these two simple questions as part of their program, especially when it’s part of a baseline evaluation.

 

It’s the little things sometimes that can really stand out when companies are measured using a mystery shopping program. Make the most of your program by asking these types of questions in addition to the objective, operational based questions to get the most impact from your program.

 

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Technology Enhances Mystery Shopping

 

Mystery shopping protocol has come a long, long way thanks to technology. In the “old days” reports were hand written, printed, and mailed to the client; now, clients can receive reports within days of a shop being completed.

 

On the quality control side, similar advancements have been made for the good of the industry. Two that will be highlighted include geotargeting and photo DNA.

 

GeoVerify: this is an excellent tool for clients who have multiple locations within a small geography (such a gas stations or convenience stores), but can be used globally to ensure that mystery shoppers were at the appropriate location on the date and time they reported.

 

Using cell towers and mobile phone technology, shoppers can “check in” to a location, very similar to using FourSquare, and confirm their location. In addition to receipt and business card verification, geotargeting gives an added layer of confirmation to ensure the correct location was evaluated and that the report date and time are consistent with the shopper’s whereabouts.

 

geoverify

 

Photo DNA: most, if not all, shops are validated through the submission of receipts and business cards depending on the nature of the evaluation. To ensure that these documents are not photoshopped in the case of fradulent activity, or that the same business card is used for more than one shop, photo DNA is quite useful.

 

Essentially, each document that is uploaded is “read” for its DNA. As new documents are uploaded across the system, they are scanned to see if there are any possible matches already in the system. Users are notified via email alerts when possible matches are found so that additional investigation can be conducted.

 

photo dna

 

The more tools mystery shopping providers have at their disposal, the better the quality control within the company. The goal of a provider is to ensure that all evaluations are accurate, detailed, and useful to the company; these are two of the tools utilized when processing reports. They give the clients and providers a peace of mind when conducting such programs.

 

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Give Your Website The A/B Test

 

Now that we’re approaching the holiday season (Halloween is in full swing, and I heard my first Christmas advertisement the other day, even though Labor Day was just last week), it’s a good time to review your website to make sure it’s ready for the holiday rush.

 

If you look at some of your web pages and think, “We could probably do this better” but aren’t sure if changes will draw more customers and keep them engaged, it’s time to test your ideas. This can be achieved through simple A/B testing.

 

If you’re not familiar, this relates to testing a new web page design against the current one and track visitors, engagement, and visibility over a set period of time. A simplistic example is making one change on a web page to find out if it is more effective – in our example, we’ll use a difference in the “buy now” button on a webpage. Maybe the current button on your website to start the purchase transaction is small and gray. On the new design, you may want to try making it more prominent, both in size and color.

 

You can create this new page and then set up an A/B test. As customers reach this page on your site, they will be evenly distributed between your original page and the new test page. Over time, you will be able to see which page leads to more customers clicking on the “buy now” button and making a purchase. The one with the most clicks is the winner. Very simple.

 

You can play around with content, images vs no images, or any other aspect of the page that you and your team may think isn’t driving the traffic you’d like. You also need to keep in mind that you’ll need to choose a page (or pages) of your site that have a call to action or some other way to measure success. It could be clicking on a link to reach another page you’d like customers to get to, download a whitepaper, or fill out a form.

 

Once you have a goal and web page in mind, you can easily set up A/B testing through a variety of sites. This article outlines some of the most popular sites to conduct A/B testing. Google Analytics is free once you set up an analytics account for your website. We have used it in the past – it’s user friendly and easy to implement with a basic understanding of creating web content and inserting code into the pages. If you’re not familiar with this, you may need the help of your IT Department.

 

If you’re interested in testing your site, here are some things to remember:

 

1. Start small: when creating a new page, there should be only one element that is different from the original content. Otherwise, you may not know which change is the one that is driving more traffic or call to action.

 

2. Take it one page at a time: identify which page on your site is most relevant to your goal, and start there, especially if you see it’s not driving the results you want. Start with this page and work on others one at a time until your most relevant and important pages have been tested.

 

3. Have patience: depending on website traffic, you may have results with in as little as a few weeks, or a month. If you’re website doesn’t see a lot of traffic, it may be longer. Wait it out and see what happens before making any decisions.

 

If you sell products online, it will be important to make sure your site is ready for the holidays. If A/B testing seems too complex or you just don’t have time, you may want to invest in usability studies. Mystery shoppers can easily be deployed for this task, and it is a cost effective service. Shoppers can be instructed to make a purchase, whether it’s a specific item or items that interest them. They will then provide a play by play narrative (or voice recording if you’d like) that walks you through their experience, noting what is easy to find and do and where they get tripped up. This can give you valuable insight into areas of the website that need improvement as well.

 

With online shopping more competitive than ever, it’s a good idea to continually review your website to make sure it’s the best it can be to provide an easy, relevant, and positive experience for your customers.

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