Product Update: Filter Survey Responses With Custom Data

Jonathon Wolfe - October 6, 2015

Customer Insights NPS

Filter Any Which Way You Like

You asked, and we listened.

Out of the box, TechValidate provides many robust ways to filter and analyze your survey results. You can break things down by industry, job function, company size, or NPS rating, to name just a few. But what if you want to filter your survey results — or analyze customer satisfaction data — for segments of your customer base that are totally unique to your business?

For instance, do you want to see NPS ratings and customer-satisfaction comments broken down by account manager? Would you like to seamlessly find case studies and customer testimonials for each of your sales regions?

Now, with Custom Data, you can.

Custom Data Filters

How it Works

When you’re uploading your customer lists, you simply append extra columns after the standard columns (first name, last name, email, and company name), one column per custom attribute. The first row of the column is what your custom attribute will be named (“Sales Region” or “Product Version”, for example). We created this screencast video that shows how easy it is to do:

(By the way, while we were at it, we redid the whole interface for uploading customer lists. We’re really proud of the results, and think you’ll love it.)

Making Customer Insights More Insightful

Customer Insights NPS

Customer Insights, our Enterprise NPS solution, is where the Custom Data feature really shines. Now, not only can you filter your NPS ratings (and the reasons your customers gave those ratings) by your own custom attributes, you can also use Custom Data to power automated monthly or quarterly customer satisfaction reports.

Send a personalized monthly customer satisfaction report to each of your account managers that is filtered just to their accounts. Or create a C-suite quarterly report comparing customer satisfaction across your custom sales territories.

In short, analyze your NPS data however YOU want to, so you can get answers faster.

Get a Demo

Want to see how Custom Data works, and see if it can support your use case? Contact us to find out. If you’re already a customer, reach out to your dedicated Customer Advocate or


Jonathon Wolfe

Jonathon Wolfe is VP of Product at TechValidate. He leads all aspects of TechValidate product design, functionality, and user experience. You can follow Jon on Twitter at @tv_jon.

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