5 templates

Customer survey templates

A customer survey earns its keep when it produces a number you can track and a reason you can act on. These templates pair a structured measure — a 0–10 recommend score, a five-point satisfaction scale, a seven-point effort statement — with one open question that explains it, and keep everything else out of the way.

Scores are calculated on the Results tab as responses arrive: the NPS itself, the average on a scale, a stacked bar for each row of a matrix. Respondents need no account, and written answers are never shown on a public results page.

All 5 customer templates

Each one is a working form. Open it, fill it in and submit it — nothing is saved — then build it in your own account with every field already configured.

Which customer template should you start from?

These differ less in their fields than in what has to be true after someone submits. That is the useful way to choose.

If you want one number to track

Start from the NPS survey. It is two questions and a segment, the recommend question is a dedicated 0–10 field, and the score is calculated on the Results tab as answers arrive.

If you need to know where the problem is

Start from the customer satisfaction survey. Its matrix rates each part of the experience on one scale, so a low overall score arrives with the area that caused it.

If you are measuring a single task

Start from the customer effort score survey. It keeps the standard seven-point “made it easy” statement intact and asks what the customer was trying to do, so the score can be read per task.

If you are deciding what to improve

Start from the product feedback survey. Usage, a star rating and a ranking of what to improve stay structured, and one open question asks what the user was doing when the product got in the way.

If it lives on your own website

Start from the website feedback survey. It is three taps long, asks why the visitor came and whether they succeeded, and is built to be embedded with two lines of HTML.