Text Analytics Process

Note

Note

CustomerXM, Text iQ, Text Analytics - Complete this lesson to learn about the 5 step process for effective text analysis: Plan, Build, Clean, Analyze, Take Action.

This section introduces a 5-step process for effective text analytics: Plan, Build, Clean, Analyze, and Take Action. It emphasizes the importance of open-ended questions for uncovering deeper context and unexpected insights. The lesson explains that a successful text analysis begins with a clear end goal and carefully designed survey questions that capture quality data to address that goal.

Lesson Objectives:

  • Follow the 5-step text analytics process to maximize insights from text data.
  • Define a clear end goal for text analysis by deriving ideas from company goals, stakeholder feedback, and other sources.
  • Design and build well-worded, open-ended questions that are targeted to the research goal.
  • Recognize common survey design mistakes, such as using display logic to only ask follow-up questions to detractors.
  • Explain how the clean phase is crucial for ensuring data accuracy, increasing actionability, and reducing effort in later stages.

Features Covered:

  • Text Analytics Process 
  • Open-ended questions 
  • Text Entry Question Type 
  • Text iQ