Don’t ask for what you don’t need!

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

More on Meetings

June 30, 2021

More on Meetings I’ve written before about the importance of making sure your meetings are […]

Action produces momentum

June 23, 2021

Action produces momentum Another great quote from James Clear: “Motivation often comes after starting, not […]

My #1 Best Practice…

June 16, 2021

My #1 Best Practice… A client recently asked me: “If you had to pick a single […]

Encourage engagement with prizes!

June 9, 2021

Encourage engagement with prizes! One of the biggest challenges any organization faces when implementing a new […]

Inertia

June 2, 2021

Inertia One definition of inertia is “to remain unchanged.” My sense is that many association processes, projects, or […]

When’s the “least bad” time?

May 26, 2021

When’s the “least bad” time? When working with clients on a new project, especially a […]

A poor launch can set the stage for YEARS

May 19, 2021

A poor launch can set the stage for YEARS It is not uncommon for me […]

Have the courage of your convictions

May 12, 2021

Have the courage of your convictions Having the courage of your convictions means you’re willing […]

Even your online directory is out of date!

May 5, 2021

Even your online directory is out of date! Back in the day of printed directories, […]

Start small

April 28, 2021

Start small When I work with my clients on projects that involve measuring member engagement, […]

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top