WO2008107880A2 - Relevé de points d'expérience - Google Patents

Relevé de points d'expérience Download PDF

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Publication number
WO2008107880A2
WO2008107880A2 PCT/IL2008/000282 IL2008000282W WO2008107880A2 WO 2008107880 A2 WO2008107880 A2 WO 2008107880A2 IL 2008000282 W IL2008000282 W IL 2008000282W WO 2008107880 A2 WO2008107880 A2 WO 2008107880A2
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WO
WIPO (PCT)
Prior art keywords
survey
questions
server
participate
sms
Prior art date
Application number
PCT/IL2008/000282
Other languages
English (en)
Other versions
WO2008107880A3 (fr
Inventor
Alon Ravid
Ben Cesare
Joanne Manley
Amos Wagon
Tal Sliwowicz
Tikva Schmidt
Chris Wilkes
Original Assignee
Invoke Solutions Inc.
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Invoke Solutions Inc. filed Critical Invoke Solutions Inc.
Priority to EP08719910A priority Critical patent/EP2129996A2/fr
Priority to CA002679298A priority patent/CA2679298A1/fr
Publication of WO2008107880A2 publication Critical patent/WO2008107880A2/fr
Publication of WO2008107880A3 publication Critical patent/WO2008107880A3/fr

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Classifications

    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce
    • G06Q30/02Marketing; Price estimation or determination; Fundraising

Definitions

  • the present invention is related to the field of surveys and/or real time business insight, for example to surveys over cellular phones.
  • Surveys are an important tool in collecting information for decisions in manufacture, advertisement and marketing, as well as other issues of dynamic firms. In performing a survey, it is important to select a relevant group of people to answer the survey. In addition, in many cases it is desired to receive the survey results quickly.
  • One classical method of surveying people is leaving questionnaires at a location of service or purchase and asking clients to fill out the questionnaire. In some cases, a prize delivered to one or more of the people replying to the survey, for example selected in a lottery, is promised to the people answering the questionnaire. This method of surveying, however, is relatively slow.
  • the advertisements include a request to send an SMS message to a specific number in response to the advertisement. Accordingly the number of people seeing the campaign is determined.
  • Korean patent publication 2002/0016120 describes a mobile survey method which uses position checking of respondents.
  • US patent publication 2006/0111962 to Holsinger describes a method of conducting a survey over a cellular phone of a consumer.
  • the method includes providing location identification devices (e.g., RFID or GPS) to participants and tracking their location.
  • location identification devices e.g., RFID or GPS
  • the participant is called or surveyed by wireless email or text messaging. This method requires that the participants register in advance and cany a location identification device.
  • SMS Session Management System
  • Interested participants are asked to contact a surveying system using a mobile phone and answering questions.
  • open questions may be provided to the participants.
  • SMS short messaging service
  • An aspect of some embodiments of the present invention relates to a method of recruiting respondents for a survey.
  • An advertisement in a specific location invites individuals to participate in a survey by transmitting specific contact information unique to a limited location to a survey system. By requiring the use of unique information, only respondents in the desired location can contact the survey system, and thus filtering of relevant respondents is performed automatically. Sophisticated tracking methods to determine where respondents are located, are therefore not necessary.
  • the advertisement for participating in the survey is displayed in a plurality of different locations, in each location with a different unique contact information.
  • the results of the survey include a comparison between the data collected from the different locations.
  • a substantially same survey is carried out in more than 5, 50 or even more than 500 locations, each location optionally using a different unique contact information.
  • the different locations may be in different neighborhoods or cities or may be in different buildings in a single area, in different rooms in a same building or in different departments in a same store or other establishment.
  • the unique contact information changes frequently, for example at least once a day or even at least once an hour, such that it is possible to determine a time at which the participant saw the advertisement according to the unique contact information.
  • a time difference between seeing the advertisement and contacting the server is determined.
  • participant in the survey are provided with compensation at the location of the advertisement, possibly making it less attractive to respondents to contact the survey system from a remote location.
  • the compensation is provided only within a short period of time, from responding to the survey.
  • the compensation may be provided only on the same day of responding to the survey or within at most a predetermined interval from responding to the survey.
  • the predetermined interval is for example, shorter than two hours, shorter than one hour or even shorter than 20 minutes.
  • the compensation may be predetermined to any respondent completing the survey or may depend on the answers given by the respondent.
  • mobile tracking methods may be used to verify that the respondent is in the location of the advertisement, at least in a reasonable probability, in order to increase reliability in collecting responses from people at a point of contact with the product or service. Possibly, the verification is performed only for a sample of the respondents.
  • the unique contact information is a relatively short sequence, for example a number of up to five digits, for ease of use.
  • a relatively long and/or complex string is used as the unique contact information, in order to prevent people from memorizing the contact information and using it at a later time.
  • the respondent is required to answer one or more questions on the location of the survey, information generally not known to people not in the survey area.
  • the participant transmits an initiation message indicating interest in participating in the survey to the survey system and if the participant matches a desired profile receives a series of SMS messages with the survey questions.
  • the responses from a plurality of respondents are analyzed automatically such that they can be presented within a short time from the beginning of the survey.
  • the address of the initiation SMS message serves as the unique contact information, and is different for different advertisement locations.
  • the initiation SMS message includes the unique contact information as part of the message or the entire content of the message.
  • the advertisement with the unique contact information is displayed electronically, such that it may be changed easily, possibly from a remote location.
  • the advertisement is positioned in a location which is generally viewed only by people who intentionally came to the location of the advertisement.
  • the advertisement may be placed in a location in which people not coming to shop but simply passing by will generally not spot it, but people coming to shop will generally spot it.
  • An aspect of some embodiments of the present invention relates to carrying out a survey in a series of connectionless messages from a single communication device.
  • the survey is conducted via a mobile unit using SMS messages.
  • SMS messages MMS messages or connectionless WAP is used.
  • MMS messages MMS messages or connectionless WAP is used.
  • a series of SMS messages can be used only for cases in which the user is interested in receiving information.
  • surveys are believed to require simple and fast procedures which will cause sufficient participants to respond to the survey. Nonetheless, the inventors of the present invention have come to the conclusion that an SMS survey could be successful.
  • one or more complementary acts which counter the deficiencies are used with an SMS survey.
  • a relatively high compensation is offered.
  • intelligent answer analysis methods are used to minimize the cases in which wrong answers are identified as wrong. For example, in receiving a response to a multiple choice question in which the possibilities are 1, 2, 3 and 4, spelling out of one of the choices, even with typing errors, will be considered a valid answer. Further alternatively or additionally, even when an answer of a respondent is undecipherable, the respondent is not requested to repeat the response, in order not to discourage respondents.
  • the SMS survey includes at least 8 or even at least 10 SMS messages, each including one or more questions.
  • the respondent is optionally required to respond to each SMS message with a response SMS message, in order to prevent confusion between questions.
  • the respondent transmits a single SMS message responding to a plurality of SMS question messages.
  • the questions sent to the respondent are selected responsive to previous answers provided by the respondent.
  • the questions provided to the respondent depend on attributes of the respondent, such as gender and age.
  • the questions provided to the respondent depend on opinions expressed by the respondent in answers to previous questions.
  • An aspect of some embodiments of the present invention relates to a method of recruiting participants of a survey.
  • An advertisement for example displayed on a billboard, is preconfigured to change over time a code that is to be provided by respondents joining the survey, while the advertisement continues to invite participants to join the same survey.
  • substantially only the code changes in the advertisement while the rest of the text does not change.
  • An aspect of some embodiments of the invention relates to conducting a survey including at least five, ten or fifteen questions with respondents via mobile stations of the respondents.
  • the method includes placing advertisements directed at a non-preselected group of people, which advertisements request respondents to contact a survey server from their mobile station.
  • the advertisements are displayed on a location separate from the mobile stations.
  • the respondents are requested to contact the survey server when they are at a specific location.
  • An aspect of some embodiments of the invention relates to a method of directing respondents to surveys, in which a plurality of surveys are managed concurrently and respondents are directed to one of the surveys according to the needs of the surveys.
  • a method of conducting a survey comprising displaying a notification on a survey at a plurality of locations, the notification in each location including a unique code different from the codes of the other locations, receiving, by a survey server, requests to participate in the survey with the unique codes from a plurality of mobile stations, determining, by the survey server, for each received request, whether to allow a holder of the mobile station to participate in a survey, conducting a survey, by the survey server, through the mobile stations whose holders were determined to participate in a survey, analyzing by the survey server responses received in the survey, so as to generate survey results and displaying the survey results of the plurality of locations, by the survey server.
  • receiving requests to participate in the survey comprises receiving requests addressed to the unique code.
  • receiving requests to participate in the survey comprises receiving requests including the unique code in the body of the request.
  • determining whether to allow a holder of the mobile station to participate in a survey comprises determining responsive to one or more questions provided to the mobile stations.
  • determining whether to allow a holder of the mobile station to participate in a survey comprises determining responsive to demographic information received from the mobile stations.
  • the method includes analyzing by the survey server the demographic information received from the mobile stations, so as to provide a report on demographics of people in the locations.
  • conducting the survey comprises transmitting to the mobile station a sequence of at least three question SMS messages and receiving a response SMS message to each question SMS message.
  • the method includes providing a compensation which needs to be collected in the vicinity of the location of the displayed notification, to the respondents.
  • providing the compensation comprises providing a right to collect a compensation, which right expires if the compensation is not collected within a predetermined period shorter than a day.
  • the method includes providing to the respondents a compensation which allows purchasing a product related to in one or more questions of the survey at a reduced price.
  • the method includes changing the unique code at least once a day.
  • the plurality of locations comprise at least 50 locations.
  • the plurality of locations comprise at least two locations in a same building.
  • conducting the survey comprises asking at least one question whose content is tailored to the specific location.
  • conducting the survey comprises asking at least one question on a detail of the specific location and verifying that the respondent gave a correct answer to the question.
  • analyzing responses received in the survey comprises automatically comparing the results of the survey from different locations.
  • displaying the survey results comprises displaying partial results while the survey is being carried out.
  • the method includes changing one or more questions or parameters of the survey by a human survey manager responsive to the displayed results, while the survey is being carried out.
  • displaying the partial results comprises providing alerts on data rated in the analysis as interesting.
  • the method includes changing one or more questions or parameters of the survey automatically by the survey server, responsive to the analysis.
  • a survey system comprising a plurality of signs displaying advertisements including unique codes, inviting people to participate in a survey, a survey server adapted to receive messages, including the unique codes, from respondents requesting to participate in the server, to determine whether to provide the survey to each requesting respondent and to conduct the survey with the determined respondents and an analysis unit adapted to analyze the responses of the surveys at least partially responsive to the unique codes provided in the received messages.
  • the survey system includes an advertisement controller adapted to control display of advertisements on the plurality of signs from a single location.
  • the advertisement controller is adapted to change the unique codes according to a predetermined scheme.
  • the analysis unit is adapted to display a comparison between survey results from different locations.
  • the survey server comprises an answer interpreter adapted to interpret a plurality of different responses to a multiple choice question as a single valid response.
  • a method of conducting a survey comprising transmitting to a mobile unit, by a survey server, a sequence of at least eight SMS messages including questions, receiving answer SMS messages, by the survey server, including responses to the questions in the sequence, repeating the transmission of sequences of SMS messages and the receiving of
  • SMS answer messages for a plurality of mobile stations; and providing a report summarizing opinions expressed by holders of the mobile stations, responsive to the received answer messages.
  • transmitting a sequence of at least eight SMS messages including questions comprises transmitting the same sequences to the plurality of mobile stations.
  • transmitting a sequence of at least eight SMS messages including questions comprises transmitting different sequences to different ones of the plurality of mobile stations.
  • transmitting a sequence of at least eight SMS messages including questions comprises transmitting responsive to receiving an SMS message requesting to participate in a survey;
  • each SMS question message is transmitted only after receiving an SMS message from the mobile unit.
  • the method includes interpreting the received answer messages in a manner which corrects errors in entering information.
  • interpreting the received answer messages comprises interpreting a plurality of different responses as relating to a single answer of a multiple choice question.
  • the method includes providing a compensation to the respondent.
  • the sequence comprises at least 12 SMS messages.
  • at least some of the questions in the sequence are determined before the request message is received.
  • at least some of the questions in the sequence are selected responsive to answers received to previous questions in the sequence.
  • a method of questioning a person comprising providing a plurality of survey sets of questions relating to different subjects, identifying a person willing to participate in a survey, selecting one of the plurality of survey question sets to be provided to the respondent and conducting a survey session with the person based on the selected survey question set.
  • providing the plurality of sets of questions comprises providing sets which each includes at least five questions.
  • identifying a person willing to participate in a survey comprises receiving an SMS message from the person.
  • selecting one of the surveys comprises selecting according to a response of the person to one or more demographic questions.
  • selecting one of the surveys comprises selecting a survey having most particular requirements that the person meets.
  • Fig. 1 is a schematic illustration of a survey set up, in accordance with an exemplary embodiment of the invention
  • Fig. 2 is a flowchart of acts performed in conducting a survey, in accordance with an exemplary embodiment of the invention.
  • Fig. 3 is a schematic view of a screen snapshot of a survey control monitor, in accordance with an exemplary embodiment of the invention.
  • Fig. 1 is a schematic illustration of a survey set up, in accordance with an exemplary embodiment of the invention.
  • a shop 102 includes one or more advertisement signs 110 (e.g., an interactive dashboard) which invite individuals 50 to participate in a survey, possibly for a compensation.
  • the advertisement sign 110 displays a unique contact ID 112, which is used by participants in contacting a survey control station 150 and in identifying as being eligible to participate in the survey.
  • the individual optionally uses a cellular phone 60 to participate in the survey.
  • the compensation is optionally provided at a checkout point 120, within shop 102. It is noted that the reference to a shop is brought by way of example and sin 110 may be provided at substantially any other location, for example locations at which customers or other group of interest are expected to be located.
  • Survey control station 150 optionally includes an advertisement controller 156 which is used to set the language of the advertisement on sign 110.
  • a survey SMS server 154 optionally automatically provides cellular phones 60 with survey questions and receives answers from respondents.
  • An analysis unit 152 optionally analyses the responses and prepares a report for display, for example on a monitor 158. Monitor 158 may be used also in generating the survey and the language of the advertisement on sign 110 and/or in real time control of the survey by a human operator.
  • survey control station 150 is used to control surveys in a plurality of shops 102 and/or in other locations, where customers or other groups of interest are located and can be questioned for real time, immediate results of a survey.
  • Survey locations may include, for example, retail stores, restaurants, hotels, sporting events, halls and theaters.
  • the locations of the signs used are as close as possible to a place at which a service to which the questions relate is offered.
  • sign 110 may be presented at airports where potential respondents are currently getting off an airplane.
  • Survey control station 150 can be used in accordance with some embodiments of the invention to provide a real time method for collecting information from relevant respondents at the point of contact with the subject of the survey. Based on previously provided advertisement signs, a survey can be sent on its way within minutes and provide results within less than an hour.
  • Survey control station 150 provides, in some embodiments of the invention, a complete environment for preparing and managing surveys, such that the entire process can be carried out by a single person using a single monitor without leaving an office.
  • Fig. 2 is a flowchart of acts performed in conducting a survey, in accordance with an exemplary embodiment of the invention.
  • a survey is prepared (202) and provided to SMS server 154.
  • an advertisement language for inviting participants to participate in the survey is provided to advertisement controller 156, which displays (204) the advertisement on sign 110.
  • SMS server 154 receives (206) incoming messages from individuals interested in participating in the survey. For each incoming message, SMS server 154 determines whether (208) the individual should be allowed to participate, for example, according to a user profile of the individual and a group of interest defined for the survey.
  • SMS server 154 For each individual selected to become a respondent, SMS server 154 carries out (210) the survey by transmitting a series of SMS messages to the mobile phone 60 of the respondent and receiving responses to the questions in the SMS messages. The responses from all the respondents are provided to analysis unit 152 which generates (212) a survey report. In some embodiments of the invention, the displayed survey report is continuously updated as the questions of the survey are provided to additional respondents. An operator at monitor 158 can optionally control (214) one or more aspects of the survey, responsive to intermediate results. Alternatively or additionally, based on the survey report, an additional survey may be generated and carried out (216) in the same location or a different location. The additional survey may be carried out on the following day or even on the same day as the first survey. Preparing survey
  • the survey is prepared (202) by a company worker without the aid of a survey expert, for example using an automatic survey generation tool, such as any of the embodiments of above mentioned PCT publication WO02/44829.
  • monitor 158 allows a human survey manager to define surveys by generating their questions.
  • monitor 158 stores old surveys which may be retrieved for reuse.
  • monitor 158 can be used to set in advance a time at which a survey is to be carried out and the locations at which it is to be carried out.
  • the questions of the survey may relate to a wide range of issues, including: a) issues of preference and/or opinion, such as "which brand do you prefer?", “how was the service?", “did you find what you wanted?", “was there sufficient variety?” b) questions of fact, such as “what brands are on the shelves?", “are there posters on the walls?”. c) questions for information about the respondents, such as age, gender, income level and area of residence d) explanations of the respondent's acts, such as the reason for being located near the advertisement. e) tasks that the respondent needs to perform, such as finding a specific product or sign and providing information from the product or sign.
  • the respondent may be requested to report the price on a specific product, a safety warning, a promotion campaign or any other detail on the product or at the point of contact with costumers.
  • the answers to these questions are optionally used to verify that the respondent is actually near sign 110 and/or to check whether the management of shop 102 carried out instructions of a management of a chain to with which shop 102 is affiliated.
  • the tasks are used to verify that the information is easily identified by the participants and/or the time it takes to find the information.
  • the respondents are requested to report the time it took them to find the information.
  • the time it took the respondent to answer the question is used to evaluate the ease in finding the information by the respondent.
  • a survey may include one or more questions which are generally the tasks of inspectors and/or mystery shoppers and are of little interest or no interest to the respondents. For example, respondents may be asked whether signs which should have been hung are in place and/or whether workers are performing their duties.
  • the survey includes a plurality of questions transmitted in separate survey SMS messages.
  • each survey SMS message presents a single question.
  • one or more survey SMS messages present two or more questions.
  • the respondents reply to each survey SMS message separately with a respondent SMS reply and the next survey SMS message is not supplied until the response is received.
  • respondents may reply to a plurality of survey SMS messages together.
  • a survey includes at least five or even at least 10 survey SMS messages. Possibly, a survey includes more than 20 survey SMS messages.
  • the survey includes multiple choice questions.
  • the survey includes one or more open questions to which the respondents provide a text answer.
  • one or more of the questions in the survey include instructions or questions which are location specific according to a unique code used in contacting survey server 154.
  • questions may indicate locations of specific objects relative to sign 110 or may ask respondents if they recognize names from a list of workers in the shop.
  • preparing (202) the survey optionally includes defining the time periods in which the survey is to be carried out. For example, the survey may be defined to be carried out on specific days and/or at specific hours, e.g., between 10- 12 and 16-18.
  • the sign is optionally changed and/or server 154 is configured to reply with a message that the respondent cannot participate in the survey.
  • a survey may include conditional questions which are provided only to users answering in a specific manner to previous questions. For example, a first question may ask: "why did you come to the shop?" and a second question is different depending on whether the respondent came to browse or to buy.
  • a plurality of totally different surveys are managed based on a single advertisement on sign 110. The respondent is asked for the reason of being in the location of the sign and if the answer matches one of the surveys, the respondent is allowed to participate in the survey.
  • the questions of the survey may be defined to vary according to the accumulated responses received from all the respondents up to a given time point. For example, if a very large percentage of respondents answered that they did not identify a promotion campaign, the question may be replaced by another question until the reason is determined. Alternatively or additionally, predetermined parameters may be set for automatically stopping the survey.
  • monitor 158 may be used to set operation parameters of analysis unit 152 and/or survey server 154 for the survey, such as any of the parameters discussed hereinbelow.
  • the advertisement indicates the unique code.
  • the unique code comprises a unique SMS number 112 (Fig. 1) to which participants are to transmit messages indicating willingness to participate in the survey.
  • the unique SMS number 112 comprises a 5 digit short code or a 10 digit long code.
  • the unique code comprises a unique content code 113 which respondents are requested to include in the messages indicating willingness to participate in the survey.
  • the unique code includes at least five, at least seven or even at least nine characters, in order to make it harder to memorize or guess the unique code, so as to reduce the chances that respondents will call when they are not in the location of sign 110 or will provide the unique code to friends not in the vicinity of sign 110.
  • the unique code includes only numerical digits.
  • the unique code includes alphabetic or alphanumeric characters, possibly in a manner making it harder to memorize.
  • the unique code is different for each location in which the survey is carried out.
  • different neighborhoods in the same city are considered different locations and use different codes.
  • different buildings on the same street are considered different locations and have different codes.
  • different departments in the same store may use different codes for the same survey.
  • a same department or same room may have a plurality of advertisement signs 110 with different codes.
  • different codes may be used on signs in the direction of view of people coming from different directions.
  • signs in adjacent locations e.g., the same room, same building, same neighborhood
  • the unique code (e.g., unique SMS number 112) is optionally unique to each survey provided, at least over a sufficiently long period (e.g., at least a week, at least a month or even at least a year) to prevent confusion.
  • a single unique code may be used for different surveys at the same location.
  • the same unique code (e.g., SMS number 112) is used throughout the entire time span of the survey.
  • the unique code is replaced occasionally, for example periodically, during the survey, in order to limit the time span in which respondents can participate in the survey after leaving shop 102.
  • each unique code is used for at most three hours, at most an hour or even at most 20 minutes.
  • SMS server 154 does not accept participants providing old unique codes.
  • a grace period of several minutes is allowed for using old codes.
  • survey server 154 When a unique code that does not match any location is received by survey server 154, the server optionally ignores the message. Alternatively, survey server 154 associates the message with a location having a closest code. In some embodiments of the invention, when an unidentified unique code is received, the respondent is provided with one or more questions on his/her location. Advertisement
  • the advertisement includes characteristics of desired respondents, such as illustrated by a field 114 (Fig. 1), for example age groups and/or gender. Alternatively or additionally, for example in order to prevent respondent's misrepresentation before survey station 150, desired values of one or more characteristics are not advertised.
  • the advertisement instructs respondents to transmit the value of the characteristic to SMS server 154 and accordingly they will be instructed whether they can participate in the survey.
  • advertisement sign 110 is placed in a highly noticeable location, so as to maximize the number of people viewing the sign.
  • sign 110 is placed in a location noticeable only by people to which the survey is directed.
  • sign 110 may be located in a dressing room, in a corner of a store where a specific product is displayed or at a complaint counter.
  • the location, text, style and/or other attributes of the advertisement is designed in a manner which attracts specific groups of people.
  • different advertisements having attributes directed at different groups of people are posted with different unique codes, possibly in the same location.
  • an advertisement directed at children may be posted at a lower height, may optionally include brighter colors and/or may promise a contribution more attractive to children.
  • An advertisement for intellectuals may include a long text with small print and/or may promise compensation in the form of a coupon for purchasing books. Advertisements for young people may include blurry text which is hard for deciphering by elderly people.
  • Comparing the results received from the different advertisements, based on the different unique codes, may be used in evaluating the different desires of the different groups.
  • the advertisement lists a plurality of unique codes together with respective groups to use each code.
  • the advertisement may state age groups and respective codes they are to use.
  • the advertisement may include one or more questions that the respondent is to answer in the first message transmitted to survey server 154, in order to reduce the number of SMS messages required during the survey.
  • the advertisement may be provided to people on a purchase receipt, on a travel ticket or on any other context related medium provided to people.
  • the survey includes one or more questions on the purchase in the receipt or travel ticket, such as satisfaction from the purchase.
  • advertisements inviting respondents to participate in the survey are displayed in different television programs and/or at different web sites, using different unique codes. The results are then classified according to the television program or website the respondents came from.
  • the advertisement promises compensation for participating in the survey.
  • the compensation is receivable only in store 102, for example at checkout 120.
  • the compensation may be received at any location in shop 102 or near shop 102.
  • the compensation is received in the respondent's mobile account, for example a PIN number to be used in downloading a coupon.
  • the compensation may be received and/or must be used within a short period from answering the survey, so that only relevant respondents will join the survey.
  • the compensation comprises a coupon or reduction to be used in a shop in which sign 110 is located or which is otherwise related to the survey.
  • the compensation comprises points of a loyalty program. Linking the compensation to the survey possibly filters out respondents who do not use the service or product to which the survey relates.
  • the compensation is provided only to respondents who completed the survey.
  • a small compensation is provided to respondents who were notified that they do not match the profile of the survey, for example if a person was rejected twice.
  • the compensation depends on the answers of the respondent to one or more questions of the survey.
  • the compensation can be linked (e.g., in the form of a coupon or other reduction in price) to a product which the respondent identifies as being superior or expensive and therefore serves as an incentive to purchase the product.
  • a respondent answering that he/she came only to browse may be given a different compensation than one stating that he/she came to buy.
  • the compensation may be higher for respondents giving information rated automatically by analysis unit 152 as more interesting and/or for respondents spending more time on responding.
  • Answers considered more interesting may be defined, for example, as longer answers to free text questions and/or series of answers which are not monotonous (e.g., all the same answer to a multiple choice or rating question).
  • some correspondents receive compensation in cash while others receive the compensation as a voucher.
  • the compensation given to a specific respondent is selected at least partially randomly.
  • the extent of the compensation depends on the number of SMS messages the respondent transmitted, so as to compensate for their cost.
  • the determination is performed according to the unique code that the participant is required to provide. In these embodiments, the determination is optionally general and is based on whether sufficient responses were received for the outstanding surveys and whether there are any outstanding surveys at all.
  • the number of respondents already participating and/or that completed the survey is taken-into account.
  • a total number of respondents and/or numbers of respondents having specific characteristics are indicated.
  • the advertisement is changed when sufficient responses from respondents having one or more characteristics were received.
  • the participant is requested to provide one or more personal details and the details are checked relative to a respondent profile of the specific survey.
  • the personal details may be provided in the initiation message requesting to participate in the survey, for example following a request in the advertisement, or may be provided in a subsequent SMS message following a request in a message sent from SMS server 154.
  • the personal details may include, for example, one or more of age, citizenship, residence, languages the respondent knows, gender, number of children, size of family and/or education.
  • the determination of whether (208) the individual should be allowed to participate in the survey depends on the time of day. For example, it may be desired to survey only women in the morning and only men in the afternoon.
  • the determination of whether to allow a person to participate in a survey depends on the telephone number from which the initiation message was received.
  • survey server 154 manages for each telephone number a record on previous behavior.
  • a respondent is allowed to participate in the survey only once every predetermined amount of time, for example once a day, once a week or once a month.
  • the interval between surveys depends on the quality of answers provided in previous surveys. Respondents giving full answers, spending substantial time on responding, having a low error rate and/or giving responses that do not follow an absent minded pattern (e.g., giving the same choice for all questions) are optionally rated as high quality respondents and are allowed to participate more often. In contrast, respondent giving short (e.g., one word) responses to open questions and/or are otherwise rated as low quality respondents are allowed to participate only seldom.
  • SMS server 154 when a message with an old code is received, SMS server 154 responds with a message instructing the respondent to try again with the new code. Alternatively or additionally, individuals entering old codes are indicated in server 154 as unwanted in subsequent surveys.
  • the refusal is optionally performed based on the telephone number of the individual and is optionally limited in duration. In some embodiments of the invention, the refusal is decided on only after a predetermined number of attempts to use an old code, e.g., more than five.
  • one or more questions require human ability, for example reading the text in a picture, in order to prevent robots from participating in the survey.
  • Survey server 154 may be configured to handle a plurality of surveys concurrently.
  • server 154 selects a survey that most suites the respondent.
  • the respondent is asked one or more classification questions which are used in determining which survey is to be given to the respondent.
  • the respondent is given the survey which has the least respondents so far and/or which is expected to have a lower rate of collecting respondents due to its more stringent requirements. For example, when there is a survey on a product that many people purchase frequently and another that is purchased rarely, respondents showing interest in the rarely purchased product are directed to the survey on the rarely purchase product.
  • the survey given to the respondent is selected partially randomly or the respondent is allowed to choose the survey topic or length.
  • a general purpose survey possibly with a low compensation is continuously carried out.
  • survey server 154 is instructed by a human manager of the survey, from monitor 158, to direct qualified respondents to the specific survey.
  • the specific survey is longer than the regular survey, including for example more than 10 or even more than 15 SMS messages, while the regular survey includes fewer than 8 or even fewer than 6 SMS messages.
  • the respondent is asked in advance if he/she is willing to respond to a longer survey having a larger compensation.
  • survey server 154 is configured to minimize the cases in which respondents are requested to repeat or explain their answers. Possibly, survey server 154 ignores undecipherable answers, in order not to discourage respondents. Alternatively or additionally, survey server 154 is adapted to attempt to correct errors in the respondent's answers. For example, survey server 154 is optionally adapted to relate to a spelling out of one of the options of a closed question as a valid answer. Optionally, when an answer of more than three letters is received, the response is compared to all the options and the closest option is indicated as the respondent's answer, optionally provided that it has a minimal match level.
  • server 154 is adapted to convert letters into numbers and vice versa when necessary in order to interpret respondents' answers.
  • server 154 is adapted to spell out and/or convert abbreviations (e.g., 2, U of SMS language) and perform other text operations, such as dictionary based spell check and context analysis, which make the results more readable.
  • server 154 performs keyword coding on open text answers, optionally grouping together answers with same keywords, highlighting most used keywords and/or highlighting answers with a large number of meaningful keywords (e.g., based on a predetermined list of keywords and/or keywords found to appear often).
  • the questions are transmitted with help explanations.
  • the help may be provided based on the location of the respondent as identified by the unique code.
  • a user may send an SMS to the server 154 to request help. Responsive to the SMS, a person will call the user and aid in answering the questions or a person in the shop 102 is sent to aid the respondent in person.
  • the respondent is called and the survey is performed in IVR (interactive voice response) or by a person in real voice.
  • a context related help SMS is transmitted to the respondent.
  • questions for which an invalid answer was received are repeated at the end of the survey, rather than being repeated during the survey, in order to allow the user time to get used to the system.
  • the report is optionally provided in the form of charts or other graphic representations although text or table displays may also be used.
  • the survey is performed in a plurality of different locations and the report provides a comparison between the results in the different locations.
  • the survey is repeated a plurality of times, for example weekly or monthly, and the results provide a comparison of the results over time.
  • the report may indicate long term trends in customer satisfaction.
  • the report optionally summarizes the free text answers using text analysis methods.
  • the human survey manager is optionally allowed to select the form of the report displayed by monitor 158.
  • the user may be allowed to request a comparison of results at different times of the day, different periods in the long term (when a survey is repeated a plurality of times), different locations (when the same survey is provided in a plurality of locations) and/or for people of different attributes (e.g., gender, age group).
  • the survey manager may optionally select which display type (e.g., graph, chart, pie) is to be used.
  • monitor 158 is equipped with easy sharing tools which allow fast generation of charts and graphs and delivering them to other users, for example over the Internet.
  • Fig. 3 is a schematic view of a screen snapshot 300 of monitor 158, in accordance with an exemplary embodiment of the invention.
  • a main area 302 of the screen optionally displays the results of the survey in a graphic format, with each question having a separate subsection 310.
  • Each subsection 310 optionally displays in addition to the results of the survey also the provided question and the number of respondents, the rate of errors and/or any other question related information.
  • the survey manager is optionally allowed to select for each question the display format and/or the data filtering to be used.
  • a key findings area 304 is optionally used to store results considered important by the survey manager.
  • a simple mouse drag act is sufficient to move a graph from main area 302 to key findings area 304.
  • the survey manager is allowed to add a comment 314 to graphic representations moved to key findings area 304.
  • a save report button 308 is optionally used to the graphic representations in key findings area 304 such that they can be easily transferred to colleagues for discussion.
  • Monitor 158 is optionally configured to draw the immediate attention of the survey manager, to results considered interesting that are based on a sufficient number of responses.
  • results of a question are considered interesting when they are below a norm (e.g., low satisfaction), are substantially different in different locations and/or are substantially different from a previous survey.
  • immediate attention of the survey manager is called when the group of respondents is unbalanced, for example when a large majority of the respondents are accumulated in a specific age group.
  • the immediate attention of the survey manager may be called by displaying a screen banner, by highlighting important data and/or by transmitting an SMS or other message to a mobile station of the survey manager.
  • the report is optionally continuously updated during the survey, such that the survey manager does not need to wait for the end of the survey for partial results.
  • the survey manager may stop a survey in the middle according to partial results and/or change questions of the survey based on trends or other gained insight.
  • the manager may change the attributes required from respondents and/or change the time of the survey, for example changing the hours in day the survey is applied or continuing it for a longer period.
  • the survey may be controlled differently in different locations. For example, the survey manager may define different hours for different stores according to their opening hours or may allow more lenient requirements from respondents in less busy stores. Evaluating customer traffic
  • the number of people calling in to request to participate in the survey is determined and presented in the report.
  • the number of people contacting may be used as an indication of how many people are currently in the location of the survey.
  • an indication of the relative people load is linked to the results of each survey and can be linked to the responses. For example, an indication of the load can be linked to the answers to a question of the type: "did you receive fast service?".
  • the report optionally indicates the percentage of people reporting slow and fast service for each category of people load.
  • the relative load is used in determining whether to proceed in a survey, whether to change questions in a survey or as a trigger to begin a survey. For example, specific questions may be set aside to be asked when there is a large number of messages being received, which is an indication of load.
  • sign 110 may invite people to send SMS messages to server 154 at a time at which no survey is provided and the messages are used solely to evaluate the number of people passing.
  • the communications between cellular phones 60 and SMS server 154 is performed using standard cellular networks.
  • the survey may be performed in a voice session either by hearing questions and pressing buttons (e.g., using IVR) or answering vocally in response.
  • buttons e.g., using IVR
  • the survey may be performed using other transmission methods/protocols, such as WAP (wireless application protocol) or MMS (multimedia messaging service).
  • WAP wireless application protocol
  • MMS multimedia messaging service
  • other communication methods such as paging messages, email, IP, i-mode, HTML, Java, mobile applications, immediate messaging (e.g., ICQ or mobile IM) or other applets or any other communication method known in the art, are used.
  • a survey uses two-way messaging, chat and/or WAP push.
  • a survey uses a client side application (e.g., Java, Adobe Flash) and/or a server side application (e.g., using a browser).
  • client side application e.g., Java, Adobe Flash
  • server side application e.g., using a browser
  • an imager provided on the cellular telephone or other device is used to transmit a proof-of presence to a survey server, for example an image of the point of survey and/or an image of a bar-code or other information.
  • a plurality of surveys may be performed at the same location.
  • the next survey is immediately started, by displaying its unique code on advertisement sign 112.
  • a plurality of advertisement signs 112 are used or a large sign which is suitable for a plurality of survey notifications is used.
  • a single advertisement is used for a plurality of surveys, with a list of specific surveys to which the advertisement relates and the unique ID code for each survey.
  • a single sign 112 displays intermittently notifications on two or more different surveys. For example, the display may change every minute or every ten minutes between the advertisements of the different surveys.
  • a single unique code is used for a plurality of surveys and survey server 154 selects the survey provided to each respondent. SMS surveys are not necessarily performed with codes identifying locations.
  • an SMS survey may be performed for a large range of people, invited to participate in the survey, for example on a television broadcast.
  • the respondents to the survey may be joined into a correspondent list (e.g., a brand community), optionally after asking for permission during the survey.
  • a correspondent list e.g., a brand community
  • the respondents are contacted at later times for follow up surveys.

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Abstract

L'invention concerne un procédé de conduite d'un relevé. Ledit procédé comporte les opérations consistant à afficher une notification sur un relevé au niveau de plusieurs localisations, la notification dans chaque localisation comprenant un code spécifique différent des codes des autres localisations ; recevoir sur un serveur de relevé des requêtes pour participer au relevé des codes spécifiques provenant d'une pluralité de stations mobiles ; déterminer sur le serveur de relevé et pour chaque requête reçue, s'il faut autoriser un détenteur de station mobile à participer à un relevé ; conduire un relevé sur le serveur de relevé, des stations mobiles dont les détenteurs ont été déterminés comme participant à un relevé ; analyser sur le serveur de relevé les réponses reçues dans le relevé, de façon à générer des résultats de relevé ; et afficher les résultats de relevé de la pluralité localisations sur le serveur de relevé.
PCT/IL2008/000282 2007-03-05 2008-03-05 Relevé de points d'expérience WO2008107880A2 (fr)

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CA002679298A CA2679298A1 (fr) 2007-03-05 2008-03-05 Releve de points d'experience

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US10262329B2 (en) 2009-12-04 2019-04-16 Xpo Last Mile, Inc. Triggering and conducting an automated survey
US10650397B2 (en) 2009-12-04 2020-05-12 Xpo Last Mile, Inc. Triggering and conducting an automated survey
US10657549B2 (en) 2009-12-04 2020-05-19 Xpo Last Mile, Inc. Performing follow-up actions based on survey results
US10664853B2 (en) 2009-12-04 2020-05-26 Xpo Last Mile, Inc. Triggering, conducting, and analyzing an automated survey
US11288687B2 (en) 2009-12-04 2022-03-29 Xpo Last Mile, Inc. Triggering and conducting an automated survey
US11769163B2 (en) 2009-12-04 2023-09-26 Rxo Last Mile, Inc. Service call-ahead system and method
US20120330721A1 (en) * 2011-06-27 2012-12-27 Cadio, Inc. Triggering collection of consumer input based on location data
US9727884B2 (en) 2012-10-01 2017-08-08 Service Management Group, Inc. Tracking brand strength using consumer location data and consumer survey responses
US10726431B2 (en) 2012-10-01 2020-07-28 Service Management Group, Llc Consumer analytics system that determines, offers, and monitors use of rewards incentivizing consumers to perform tasks
US11669799B2 (en) 2014-08-15 2023-06-06 Rxo Last Mile, Inc. Cascading call notification system and method

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CA2679298A1 (fr) 2008-09-12
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