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How to measure customer satisfaction in Jira with Elements Pulse

In the world of IT service management, understanding and improving user feedback is vital for long-term success. For teams using Jira, tracking and enhancing user sentiment becomes even more critical as it directly impacts the effectiveness of service delivery and project outcomes. By integrating performance metrics like Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT), teams can gain valuable insights into their customers’ experiences and make data-driven decisions to improve their services. Thanks to Elements Pulse, an app available on the Atlassian Marketplace, the process is simplified, allowing you to evaluate and manage client perceptions in Jira seamlessly.

Understanding customer satisfaction in Jira

Client satisfaction is a crucial component of Experience Level Agreements (XLAs), which are becoming increasingly important in IT service management. While traditional Service Level Agreements (SLAs) focus on the technical aspects of service delivery—such as uptime, response times, and resolution times—XLAs shift the focus to the overall experience of the end-user. This shift recognizes that technical performance alone does not guarantee a positive customer experience. Instead, how clients feel about the service they receive, including their satisfaction with the support, communication, and outcomes, plays a significant role in their overall experience.

Customer satisfaction as part of XLAs

Experience Level Agreements (XLAs) take into account not only the service metrics traditionally covered by SLAs but also the subjective aspects of the user experience, such as client feedback. In the context of XLAs, it’s a key performance indicator (KPI) that reflects how well the IT services align with user expectations and contribute to a positive experience.

By measuring satisfaction through metrics like NPS and CSAT, organizations can gain insights into how customers perceive the value and effectiveness of IT services. These metrics provide a direct line of feedback from the users, indicating whether the services are meeting, exceeding, or falling short of expectations. High feedback scores suggest that the service is not only technically sound but also well-received by the users, contributing to a positive overall experience as defined by the XLA.

Why are XLAs important

  1. Holistic view of service quality: XLAs provide a more comprehensive view of service quality by combining both objective metrics (like those found in SLAs) and subjective experiences (such as customer satisfaction). This holistic approach ensures that IT services are evaluated not just on their technical merits but also on how they contribute to the user’s overall experience.
  2. Aligning IT services with business goals: XLAs help bridge the gap between IT services and business outcomes by focusing on user experience, which is directly tied to business success. When IT services contribute positively to customer satisfaction, they are more likely to support broader business goals, such as customer retention, loyalty, and brand reputation.
  3. Improving user experience: By emphasizing customer satisfaction as a part of XLAs, organizations can identify areas where the user experience can be enhanced. For example, even if a service meets all its technical SLAs, poor communication or a lack of empathy during support interactions can still lead to dissatisfaction. XLAs encourage IT teams to focus on these softer aspects of service delivery that significantly impact the user experience.
  4. Driving continuous improvement: XLAs promote a culture of continuous improvement. Regularly measuring and analyzing customer satisfaction helps organizations identify trends, uncover pain points, and implement changes that improve the overall experience. This ongoing feedback loop ensures that IT services evolve in line with user needs and expectations.
  5. Differentiating from competitors: In a competitive market, a strong focus on customer satisfaction through XLAs can be a key differentiator. Organizations that consistently deliver positive customer experiences are more likely to retain customers and attract new ones, giving them a competitive edge.

Learn more about XLAs

Why measure customer satisfaction in Jira with NPS and CSAT?

To effectively gauge user sentiment, two key metrics are commonly used: NPS and CSAT. Each provides a different perspective on customer sentiment and helps you understand how well your team is meeting customer needs.

  • Net Promoter Score (NPS): NPS is a measure of customer loyalty and is calculated based on the question: “On a scale of 0 to 10, how likely are you to recommend our company/product/service to a friend or colleague?” Responses are categorized into Promoters (9-10), Passives (7-8), and Detractors (0-6). Your NPS is then calculated by subtracting the percentage of Detractors from the percentage of Promoters. In Jira, tracking NPS helps you understand the overall sentiment and loyalty of your customers related to specific projects or service interactions.
  • Customer Satisfaction Score (CSAT): CSAT measures how satisfied customers are with a specific interaction or aspect of your service. Typically, clients rate their satisfaction on a scale, such as 1 to 5 or 1 to 10. The CSAT score is the average of these ratings. Unlike NPS, which gives a broader view of customer loyalty, CSAT provides a more detailed look at satisfaction with specific Jira issues, tasks, or services.

Measuring both NPS and CSAT allows you to gain a comprehensive understanding of customer satisfaction, helping you improve both overall loyalty and satisfaction with specific aspects of your service delivery.

If you’re looking for actionable strategies to implement NPS and CSAT effectively, check out this insightful video by Alex Ortiz. He shares expert tips on measuring and improving customer satisfaction, specifically designed for teams working with Jira. Watch the video now.

How to measure customer satisfaction in Jira with Elements Pulse

Elements Pulse is designed to integrate seamlessly with Jira. Here’s how you can set up and track NPS and CSAT in using Elements Pulse.

  1. Configure surveys in Jira: To begin with you have 2 options: you can activate native Jira CSAT survey or create a NPS survey directly from Elements Pulse. You can tailor these surveys to specific Jira projects, issues, or workflows, ensuring that the feedback you collect is relevant and actionable. For example, you might set up an NPS survey to be sent automatically after the closure of a Jira ticket, or a CSAT survey following the completion of a project milestone.
  1. Automate survey distribution: With Elements Pulse, you can automate the distribution of feedback surveys in Jira. Automation ensures that surveys are sent at the right times, such as after a ticket resolution or project delivery, without manual intervention. This helps you gather timely feedback consistently, allowing you to monitor user sentiment continuously.
  2. Collect and analyze feedback in Jira: Once your surveys are distributed, Elements Pulse collects the feedback and provides you with powerful analytics tools. You can view NPS and CSAT scores in real-time through customizable dashboards, making it easy to track sentiment trends and identify areas for improvement. This integration allows you to link user feedback directly to specific Jira issues or projects, providing context for the data and making it easier to act on.

  1. Interpret NPS and CSAT results: Elements Pulse provides detailed insights into your NPS and CSAT results within Jira. The app categorizes responses, allowing you to see how many of your customers are Promoters, Passives, or Detractors for NPS, and provides average satisfaction scores for CSAT. These insights help you understand the overall sentiment of your customers and identify specific issues or projects that may be affecting satisfaction.
  2. Take action based on feedback: Measuring sentiment in Jira is only the first step; the real value comes from using the data to drive improvements. Elements Pulse enables you to create workflows within Jira that trigger actions based on survey results. For example, you can automatically generate an issue for your support team if a customer leaves a low CSAT score, ensuring that the feedback is addressed promptly.
  3. Monitor trends and improve over time: Elements Pulse allows you to track sentiment trends over time in Jira. By regularly reviewing NPS and CSAT scores, you can monitor the impact of changes and improvements on overall user satisfaction. This ongoing analysis helps you continuously refine your service delivery processes.

Try Elements Pulse for free

Conclusion

Measuring customer satisfaction in Jira is essential for ensuring that your IT services and projects meet customer expectations and drive business success. By using NPS and CSAT, you can gain valuable insights into customer loyalty and satisfaction with specific aspects of your service delivery.

Elements Pulse provides a powerful solution for integrating client feedback measurement into Jira, offering tools to configure surveys, automate feedback collection, analyze results, and take action based on the data. By leveraging these features, you can ensure that your team is consistently focused on improving the client experience, leading to higher loyalty, better retention, and more successful project outcomes.

Investing in customer satisfaction in Jira is not just about collecting feedback; it’s about building a stronger, more customer-centric organization. With Elements Pulse, you have the tools you need to measure, understand, and improve client sentiment, driving your business toward long-term success.

Discover Elements Copy & Sync: Your Ultimate Tool for Cloning and Synchronization in Jira

Have you explored what Elements Copy & Sync has to offer? Available on the Atlassian Marketplace, this tool is indispensable for enhancing your project management capabilities within Jira. Whether you’re looking to clone Jira projects, copy issues, or utilize Jira project templates for quick project setups, Elements Copy & Sync facilitates these tasks with ease and precision.

Why Elements Copy & Sync?

Elements Copy & Sync allows for seamless cloning and synchronization of projects and issues, ensuring that all team members have the latest updates. It’s perfect for:

  • Support escalation: Enhances coordination between support and development teams by synchronizing Jira issues.
  • Project synchronization: Keeps various teams aligned when working on shared projects or issues.
  • Project templating: Enables the quick launching of new projects using predefined Jira project templates, making the creation of new initiatives as simple as a few clicks.

Elements Copy & Sync is your best ally to go beyond Jira cloning native features that can be limited and lacks of customs options.

Let’s see how to leverage Elements Copy & Sync for cloning an entire project effectively!

Step 1: Configure your cloning recipe

Before you can start cloning, you need to set up what we refer to as a “recipe” — a configuration within the app. This recipe specifies which issues to clone, which fields to synchronize, and where they should be mapped.

Note: you can try Elements Copy & Sync for free for a month (and it stays free under 10 users). Try it here

In the app section, you’ll need to create a new “Copy & Sync” recipe and to check that these options are activated:

  • Copy full hierarchy
  • Copy all fields in the field mapping area (you can also copy attachments, comments, web links…)
  • Copy subtasks

Save and activate your recipe.

Step 2: Clone your project configuration

Let’s assume you want to clone a project named “Tellurian template” into a new project called “AirCleaner Software.” In Jira, create a new project and apply the Tellurian template’s settings. This approach clones the entire configuration of your project, saving time and reducing manual setup.

Read more about how to do bulk cloning with Elements Copy & Sync

Step 3: Use filter to locate issues and get the job done!

In your new project “AirCleaner Software,” navigate to the issue area and use a JQL query to identify the right issues for cloning.

For example if you want to clone all the epics with their child issues, you can insert this JQL query:

Once you locate these issues, activate Elements Copy & Sync with your configured recipe. The app will automatically clone the Jira issues and their child issues to the new project. This automation can be triggered manually or set up as a post-function or automated task.

Note that you can also decide to trigger your recipe with Automation or post-functions rather than with a manual action.

And that’s it, you’re all set: all your issues have been cloned with their fields and child issues.

Try Elements Copy & Sync for free

Starting a new project or managing ongoing ones in Jira doesn’t have to be complicated or time-consuming. With Elements Copy & Sync, cloning Jira projects, issues, and utilizing project templates become straightforward processes that save time and increase productivity.

Try the demo here: