Don't ask for what you don't need!
Recently I received a bill from a doctor's practice. The bill provided a website for paying online. So I went to the website and the first thing it asked me for is my account number. This is good because the bill they sent me has my account number on it.
So I entered the account number, and the next thing it asked me for was my name. Hmmmmm, I already entered my account number, why do you need my name? But I dutifully entered my name.
Then it asked me which doctor I had seen (a required field). Wait a minute. You sent me the bill. Why do I have to tell you all of this just to pay?
There is a lesson here for anyone who manages data. The problem with asking questions of your customers that you should already know is not only is it annoying to the customer, but it also leads the customer to think, "Do they have any idea what's going on?" The customer quickly loses trust in your ability to manage their data.
So when you're collecting data online, be careful to only ask for the information you need. And never ask for data that you already should have.
![]()
Wes's Wednesday Wisdom Archives
Measuring customer service
Measuring customer service When I work with clients on AMS selection, one question that often […]
Iterate or innovate?
Iterate or innovate? When moving to a new association management system, there is often an implicit […]
Who is in control?
Who is in control? Speaking with a client once about their database project, the client […]
Sometimes Staff Has to do the Work
Sometimes staff has to do the work… As a child, I was attracted to computers […]
Documentation and the Great Resignation
Documentation and the Great Resignation Unless you’ve been living under the proverbial rock, you’ve heard […]
Data Management Strategy
Data Management Strategy Do you know what your data management strategy is? If you have […]
It’s always about trust
It’s always about trust When I work with clients on almost any data management project, […]
You can’t outsource buy-in
You can’t outsource buy-in One factor consistent with all of my most successful projects is […]
Use it or lose it!
Use it or lose it! I’m referring here to the data you collect. If you […]
“If I could only do one thing…”
“If I could only do one thing…” Managing data throughout your organization can be overwhelming. Do […]
