Run surveys. Get insights. Unlock growth.
10-day free trial of paid features
Set up in minutes
No credit card required
Sign Up Free

Crafting an effective digital customer experience (CX) strategy is not just important—it’s essential. A superior digital CX can lead to increased customer retention, higher conversion rates, and ultimately, business growth. This blog post aims to guide you through the process of creating a digital CX strategy that not only meets but exceeds customer expectations.

Table of contents

Why is a digital customer experience strategy important?

A digital customer experience strategy is critical because it directly influences customer satisfaction, loyalty, and advocacy. In a market where consumers have endless options at their fingertips, a positive digital interaction can be the deciding factor in choosing your brand over a competitor. Here's why a well-crafted strategy is indispensable.

Meets customer expectations

Modern consumers expect seamless, intuitive, and personalized interactions with brands. A strategic approach ensures you meet these expectations across all digital channels.

Drives conversion rates

A satisfying digital experience can effectively guide potential customers through the sales funnel, leading to higher conversion rates and increased revenue.

Fosters brand loyalty

Consistently positive digital interactions build trust and loyalty, making customers more likely to return and recommend your brand to others.

Gathers actionable insights

Implementing a strategy allows for the collection and analysis of customer data, providing insights that can inform business decisions and drive growth.

Enhances competitive edge

A superior digital customer experience can set your brand apart from competitors, making it a key differentiator in your industry.

Reduces customer churn

By identifying and addressing pain points in the digital journey, you can reduce the likelihood of customers abandoning your brand for a competitor.

How to create an effective digital CX strategy

Quickly and efficiently create your own digital CX strategy using the 12 steps below. 

Step 1: Define your CX vision 

Start by articulating a clear and compelling customer experience vision that reflects your brand's values and the emotional connection you want to establish with customers. This vision should serve as a guiding star for the entire organization, helping to align all future strategies and actions.

Make sure that it is well communicated across the company so that every employee understands and strives to deliver on this vision. Consider how you want customers to feel at every digital interaction, whether it's empowered, informed, valued, or delighted.

Step 2: Understand your customers

Gather as much data as you can about your customers to create accurate personas. These should include demographic information, online behavior, preferences, and pain points. You can use tools like web analytics, CRM data, social media listening, and direct surveys to collect this information. Understanding your customers allows you to anticipate their needs and tailor the digital experience to suit them.

Remember that customer needs and expectations can evolve, so it’s crucial to keep researching and updating your personas.

One of the best tools you can use to create your personas is a survey. Customize the survey template and send it to your customers to deepen your understanding of who they are:

Step 3: Map the customer journey

Detail each step of the customer’s journey, from the moment they become aware of your brand to the point of purchase and beyond. Identify all the digital touchpoints – like social media, your website, email, and mobile apps – and consider the customer's intent and feelings at each stage.

This customer journey mapping should highlight where customers experience friction or delight, providing a clear indication of where to focus your improvement efforts. A comprehensive journey map is an invaluable tool for visualizing the customer's experience and identifying opportunities for enhancement.

Step 4: Analyze the current state

Conduct an honest assessment of your current digital experience by auditing all channels and touchpoints. Evaluate the usability, content, design, and functionality of your website, app, and other digital services. Look for inconsistencies or areas where customers may encounter difficulties. Collect feedback from users through user surveys or usability tests.

This analysis will reveal the strengths to build on and the weaknesses that need addressing to align with your CX vision.

Customize and send out this survey below to complement your usability tests with quantitative data:

Step 5: Set specific goals

With your vision and customer insights in hand, establish specific, actionable goals for your digital CX. These goals should be SMART – Specific, Measurable, Achievable, Relevant, and Time-bound. They might include increasing customer satisfaction scores by a certain percentage, reducing bounce rates, or improving the checkout process to boost conversions. Each goal should have corresponding KPIs that will help you measure success and track progress over time.

Step 6: Choose the right technology

Evaluate and select technology solutions that will enable you to achieve your CX goals. This might involve upgrading your website's content management system for better personalization, investing in a new CRM to unify customer data, or adopting chatbots to provide instant customer support. The technology should not only meet your current needs but also be scalable and adaptable to future demands. Ensure that any new technology integrates well with your existing systems to provide a seamless experience.

Step 7: Design seamless interactions

Refine the design of your digital interactions to ensure they are user-friendly, aesthetically pleasing, and accessible to all users. This involves optimizing website navigation, ensuring fast page load times, and designing for mobile-first if that's where your customers are. Consider the user interface and user experience design principles to create seamless flows. Every element from the color scheme to the call-to-action buttons should contribute to a frictionless experience.

Step 8: Create engaging content 

Content is a critical component of your digital CX. Develop a content strategy that addresses the needs and interests of your audience at different stages of their journey. Content should be engaging, helpful, and aligned with your brand's voice. Utilize various formats such as videos, blogs, infographics, and podcasts to cater to different preferences. Ensure that your content is optimized for search engines to increase visibility and regularly updated to remain relevant.

If you're not sure what kind of content resonates with your audience, simply run a content preferences survey, such as the one below:

Step 9: Train your team 

Your employees are the executors of your CX strategy, so they need to be well-trained and informed. This includes not only your customer service team but also those in marketing, sales, IT, and any other department that impacts the customer experience. Provide regular training sessions, workshops, and access to resources that enable your team to deliver exceptional digital experiences. Encourage a customer-centric mindset throughout the organization.

Step 10: Implement and test 

Start implementing your strategy in phases, focusing on the most critical areas first. Use A/B testing tools to compare different versions of a web page, feature, or campaign to determine which performs better. Collect user feedback to understand the impact of your changes. This iterative approach allows you to refine and optimize the digital experience based on real user data and feedback.

Step 11: Measure and optimize 

Continuously measure the performance of your digital channels against your KPIs using analytics tools. Regularly reviewing these metrics will help you understand where you are succeeding and where you may need to pivot. Use customer feedback and behavior data to make informed decisions and implement optimizations. This ongoing process of measurement and improvement is vital to keeping your digital CX strategy effective over time.

Step 12: Foster a culture of continuous improvement

Creating a great digital CX is not a one-time project but a continuous effort. Encourage a culture where feedback is sought and valued, and where testing and learning are part of the daily routine. Stay abreast of new digital trends and technologies that could enhance the customer experience. By fostering this culture, you ensure that your digital CX strategy evolves with your customers and continues to deliver results.

Digital Customer Experience vs. Customer Experience

The terms "Digital Customer Experience" (DCX) and "Customer Experience" (CX) are closely related but distinct concepts within the broader scope of business strategy and customer interaction. 

The primary difference between DCX and CX lies in the scope of their focus. While CX includes every point of interaction between a customer and a business, DCX zeroes in on the digital aspects. CX strategies often require blending both physical and digital experiences to create a seamless journey, whereas DCX strategies are concerned with optimizing online interactions.

Another difference is the tools and techniques used to enhance each type of experience. CX improvements might involve training staff, redesigning a store layout, or improving product quality. DCX improvements, however, are likely to focus on upgrading technology, enhancing website design, or implementing new digital marketing strategies.

In essence, DCX is a critical component of the broader CX strategy that has gained prominence due to the digital transformation of business. A strong DCX is vital for a positive overall CX, as more customers engage with brands through digital channels. Businesses need to excel in both areas to meet the evolving expectations of their customers and to maintain a competitive edge in their respective markets.

How Can Surveys Contribute to Your Digital CX Strategy?

Surveys can be an invaluable tool for enhancing your digital customer experience (CX) strategy in several ways.

1. Collecting Customer Feedback

Surveys are a direct method for gathering customer opinions about their digital interactions with your brand. By asking specific questions about their experiences on your website, app, or other digital platforms, you can gain insights into what customers enjoy and what frustrates them.

2. Identifying Pain Points

By analyzing survey responses, you can pinpoint areas in the digital customer journey that need improvement. Customers may reveal issues with navigation, page load times, checkout processes, or content relevance, allowing you to address these pain points strategically.

3. Measuring Satisfaction

Surveys can include metrics such as Net Promoter Score (NPS), Customer Satisfaction Score (CSAT), or Customer Effort Score (CES) to quantify how customers feel about their digital experiences. Tracking these metrics over time can help you gauge the success of your digital CX initiatives.

Here's a standard NPS survey template you can use right away:

4. Personalizing Experiences

The data collected from surveys can inform personalization efforts. Understanding customer preferences and behaviors allows you to tailor digital experiences to individual needs, making interactions more relevant and engaging.

5. Validating Assumptions

Your digital CX strategy may be based on certain assumptions about customer expectations and preferences. Surveys can validate or challenge these assumptions, providing a reality check and ensuring that your strategy aligns with actual customer needs.

6. Benchmarking Performance

Regularly conducting surveys can help you benchmark your performance against previous results or industry standards. This benchmarking can be crucial for setting realistic goals and monitoring progress.

Run customer surveys with Survicate

By conducting targeted surveys, you can gather specific insights into what your customers expect from your digital platforms. This information is crucial for designing a user experience that meets or exceeds these expectations.

Survicate allows you to segment your audience and tailor surveys based on user behavior, demographics, or other criteria. This enables more personalized interactions, helping you understand different customer segments more deeply and design a strategy that caters to varied user needs.

Ready to enhance your digital customer experience? Try out Survicate for free for 10 days and revolutionize your approach to customer satisfaction and engagement.