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Customer Onboarding Feedback Survey Template

How well is your customer success team onboarding new users? Use Zonka Feedback’s customer onboarding feedback survey template to identify the gaps and challenges in the onboarding process. 

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Understanding Customer Onboarding Feedback Survey Template

Zonka Feedback’s customer onboarding feedback survey template enables brands to have customers rate the onboarding process on a 10-point scale. The template also consists of an open-ended question to let customers share their onboarding experience in their own words. Further, you can understand what they specifically liked or disliked about the entire experience. 

To create a survey using the Customer Onboarding Feedback Survey Template, just sign up or sign in to Zonka Feedback and start your 7-day free trial. 

How to Use Customer Onboarding Feedback Survey Template?

Here are a few ways you can use this survey template:

Product Survey: For SaaS or mobile app users, the onboarding survey can be added directly to the product or app through feedback widgets or embedding.

Email or SMS: Send customers an onboarding survey right after they are onboarded via email or SMS. You can embed the survey question in the email or share a link via both email and SMS. 

List of Customer Onboarding Feedback Survey Questions

The following questions are included in this Customer Onboarding Survey Template:

  1. What made you decide to try/buy?

  2. What problems do your products/services aim to solve?

  3. What is the main weakness in your business model?

  4. What are the company’s core values?

  5. What communication tone resonates with your customers?

Ideally, Customer Details like Name, Email Address, and Mobile Number can be passed from your tools when (and if) you integrate Zonka Feedback with other business software like HubSpot, Salesforce, MailChimp, etc. 
You can also collect anonymous feedback.

Sign Up on Zonka Feedback for free and implement this Customer Onboarding Survey in your account to gather Customer data.


What should be included in an Onboarding Survey?

  1. Please rate your onboarding experience.
  2. What did you like/dislike most about the onboarding process?
  3. Please share your onboarding experience in your own words.

How to use the customer onboarding survey template?

  1. Select a multi-channel survey software.
  2. Create customer onboarding surveys either from scratch or directly using a readymade template in the tool.
  3. Select customer survey channels, i.e., email, SMS, website, mobile app, etc.
  4. Send surveys manually or automate them. You can also centralize all feedback data in your CRM software using Zonka Feedback. 

Create and send this Customer Onboarding Survey with Zonka Feedback

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