11/27/2024 | News release | Distributed by Public on 11/27/2024 06:21
Updated: November 27, 2024
Published: August 13, 2019
I've taken countless surveys that ask me to respond to questions with ratings between "Strongly Disagree" to "Strongly Agree." I bet you have, too. This is the Likert scale in action.
In my opinion, no matter how strong your customer retention rate is, it's also important to know how satisfied customers are with your business. Using surveys to collect customer feedback ensures you're up to date on the needs of your target audience, and a Likert scale is an effective type of question scale to use.
In this post, I'll discuss what a Likert scale is and how you can use it to optimize your surveys. Then, I'll provide some examples and templates you can use for your feedback collection process.
Table of Contents
A Likert scale is a closed-ended survey question that measures a participant's opinions on a series of statements. Participants consider the prompt and then choose from a selection of answers that range from opposite extremities. Likert scales can have five, seven, or nine points, depending on the level of depth required from participants.
The scale is named after Rensis Likert, who developed the method in 1932 to gauge people's opinions on or attitudes toward a topic.
The two responses on either extreme are the anchor responses and go from negative to positive, with the middle term being neutral. This is the case whether you choose to have 5, 7, or 9 response choices.
When might you use a Likert scale? If you want to do any of the following:
Likert scale questions create consistency when surveying participants on qualitative topics. Rather than letting the participant describe their own experience, they're provided with predefined options to measure it. That way, surveyors can obtain specific feedback using a quantified response.
For example, if you wanted to know how much customers like your logo, you could say, "On a scale of 1 to 5, please rate how much you like our logo."
You could label 1 as "I don't like it" and 5 as "I love it," and respondents select their feelings from the scale.
Here are some examples of common use cases for Likert scale questions.
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If you're asking customers if they'd be willing to try another one of your products, you could say, "How likely are you to try our [product name, service name]?" and create a corresponding scale.
"How likely are you to purchase [product name, service name, etc.] again?" or to make it more general, "How likely are you to make another purchase from [insert business name]?" and create a corresponding scale.
"How likely are you to enroll in our loyalty program?" with a corresponding scale. Or, "On a scale of [metric numbers], how loyal do you consider yourself to be to [business name]?"
"How likely are you to purchase [product or service name] again if the price increases?"
I've discovered that there are several benefits to using this question type:
At the same time, there are a few drawbacks I think you should be aware of when reviewing your results.
Now let's review the major types of Likert scale questions. While there are many types of questions, the following seven are commonly used in surveys.
This is the most common type of Likert scale question. Survey creators can list a series of statements about a topic and gauge how much participants agree with them. This example is from a survey used to assess how Boston College students felt about the Allbirds footwear brand.
Frequency questions are great for companies who want to judge how often consumers use their products. It can also reveal insights into the everyday routines of each participant.
Importance questions reveal some of the values and beliefs of your customers. They share how important certain aspects of your brand, services, and products are and what areas need to be improved.
Likelihood questions determine how true a statement is for a participant. This can also be used to judge the values and beliefs of your audience.
Quality questions test how your products, services, and brand are perceived by customers. This is a good question to use to judge consumer perception after releasing a new product.
Awareness questions reveal how well your customers know about your brand, products, or offerings. It can be revealing to see if the message you think you're putting out there is actually being picked up.
Satisfaction questions let you know how happy your customers are with your products, brand, or service. You can also survey your employees to see how satisfied they are with their job and workplace environment.
Once you've collected your survey responses, it's time to read the results and see what your customers have to say.
Since Likert scales are ordinal, when analyzing your survey results, I think it's best to use the mode or median of each question to determine the overall sentiment of the respondents.
You can analyze the overall response of the surveys or distill it by question.
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Let's take a look at an example survey. Let's say I gave my customers this brief satisfaction survey to see how they felt about their software purchase from my company.
With 1,000 participants, I can organize their responses into the following table and calculate the mode and median.
These stats reveal overall positive satisfaction ratings from my customers. I find visualizing the results as a bar graph is super helpful.
The "Overall" rating at the top uses the mean from all the questions to display overall sentiment. For instance, to calculate how many "Strongly agree" responses I received from the whole survey, I would perform the following calculation:
(270 + 500 + 420) / (1,000 + 1,000 + 787) =
1,190 / 2,787 = 0.426 = 43%
This average, along with 19% of customers who responded "Agree," means that the majority of my customers are satisfied with their experience of my company and product.
However, I can see that the weakest area is the checkout process. I received the fewest 5s and the most 1s, so I should focus on improving the checkout experience for my clients.
Pro tip: For more advanced analytics, you can use cross-tabulation, t-tests, or ANOVA. Check out this article for more details.
When crafting your Likert scale survey, be sure to write clearly. Your questions should be unbiased, not loaded, and phrased neutrally. You can skew your results if you don't write clear, concise, and neutral questions.
For each survey question, make sure you are asking for respondents to share their opinion or feelings on one thing only. If you load the statement with multiple ideas, they will not be able to give a clear response by simply choosing one number on the scale.
It's important to use both negative and positive framing questions in a survey (but avoid double negatives) in order to capture participants' full perspectives. This is especially helpful if your survey employs multiple statements surrounding a similar idea or topic.
Mix up how you present the information you want participants to respond to. Phrasing different questions as a statement or question might elicit different responses, and you can see if the participants are consistent in their views or not.
When associating response options with each number, be sure the options are on the same continuum, always ensuring the middle option is neutral. Also, make sure that two of your options don't amount to the same meaning, even if phrased differently. It will confuse participants and muddle your data.
Now that you understand how Likert scales work, I'll share some templates with you to get started on your next survey.
On SurveyMonkey, you can easily create a Likert scale using the template above. Simply type in your question, select "Matrix / Rating Scale," and check the box next to "Make this a single-row rating scale (remove row choices)."
The template will automatically give you five response options, but you can always add or delete them depending on how many options you'd like to have. Then, fill in a label for each column, such as "never," "rarely," "occasionally," "frequently," and "always." When you hit "Save," it will show you a preview of how the question will look.
Pro tip: Since it is a software devoted to creating surveys, Survey Monkey is a great option for businesses that survey customers often or that have a large customer base.
Google Forms is another simple tool you can use to build questionnaires, including Likert scale questions. First, fill in a question or overarching statement, such as "Evaluate our brand in terms of the following statements." Then, select "Multiple choice grid" as the type of question. I think multiple choice grids are perfect if you'd like to ask several questions or list statements that all fall under one type of Likert scale question.
Clicking this will lead you to an option to create "Rows and Columns." Each row should be filled in with a statement or question you'd like to ask participants, such as "I would recommend this brand to others." Each column label should be filled with a point on your scale, like "strongly agree."
Once you've finished, your question will look something like this:
Pro tip: Check out these free survey tools so you can try creating your own.
Finally, you can also create your questionnaire the old-fashioned way on a document tool, such as Microsoft Word, Pages, or Google Docs. This is a good option when sending out internal questionnaires or printing out and mailing them.
You can type up your questions and have users complete the survey on the same document, like in the template below.
I am treated fairly by my manager.
___ Strongly Disagree
___ Disagree
___ Neutral
___ Agree
___ Strongly Agree
If receiving the questionnaire digitally, participants can easily place a checkmark or "X" on the option they most agree with. If receiving the questionnaire via hard copy, they can fill it out by hand.
Pro tip: For more ways to gather customer feedback, read about different survey questions.
My biggest takeaway is that Likert scale questions are really valuable for assessing sentiment and opinions because they give respondents a range of choices while automatically quantifying their feedback, making it simple for the surveyors to read and interpret the results. Surveyors get more granular data while participants don't need to spend lots of time answering open-ended questions. A win-win, in my opinion.
So what are you waiting for? With these tips and insights, incorporate Likert scale questions into your next customer survey. And for more inspiration, check out HubSpot's customer satisfaction survey templates below.
Editor's note: This post was originally published in August 2019 and has been updated for comprehensiveness.
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