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Post Transaction Feedback Form Template

Transform every transaction into an opportunity! Measure customer satisfaction post-purchase and drive feedback-driven improvements using this Post Transaction Feedback Form Template.

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The Post Transaction Feedback Form Template allows customers to share their feedback after any transaction, whether it’s shopping, bill payment, or another type of transaction. It helps you measure customer satisfaction, identify issues customers may face, improve your checkout process, and ensure a seamless transaction and shopping experience for your customers.

Questions Included in Post-Transaction Feedback Form

This Post-Transaction Survey Template includes the following questions to enable you to collect post-transaction feedback and gauge customer satisfaction with their shopping experience with your business.

  1. 1. How satisfied are you with your recent transaction?

Purpose: This question helps you gauge customer satisfaction by asking them to rate their experience with the purchase process. A simple star rating makes it easy for customers to express their overall feelings, giving you a clear sense of whether they were satisfied customers or if improvements are needed.

  1. 2. Did you encounter any issues or challenges during the transaction?

Purpose: This straightforward question is crucial for identifying any barriers that may have affected the transaction. Understanding whether customers experienced technical difficulties or other challenges will allow you to streamline the purchase process and enhance the customer experience.

  1. 3. Please select the relevant options below about the challenges you faced:

  • I didn’t face any challenge

  • Technical difficulties

  • Confusing interface

  • Payment processing issues

Purpose: This question digs deeper into specific post purchase survey examples of challenges customers may have encountered. By providing clear options, you can collect detailed feedback on various aspects of your post transaction survey and pinpoint the exact areas that may need improvement, such as your website's interface or payment process.

  1. 4. Please elaborate on the issue you faced.

Purpose: This open-ended question gives your customers the chance to provide feedback in their own words. It allows you to capture detailed feedback on issues that may not have been listed, offering valuable insights for further continuous improvement.

  1. How likely are you to recommend purchasing from us to your friends and colleagues? (NPS Question with 0 to 10 rating scale)

Purpose: This is one of the most powerful post purchase survey questions to gauge customer loyalty. It helps you measure not only the overall satisfaction but also how willing customers are to advocate for your brand. By analyzing this customer feedback, you can identify your satisfied customers (Promoters) and address concerns from less engaged customers (Passives and Detractors), ultimately helping you boost customer loyalty.

Additional Questions in the Post-Transaction Feedback Form Template

You can easily customize this post-transaction feedback form by adding, removing, or modifying questions to fit your specific needs. Below are some examples of questions you can consider for collecting post purchase feedback.

  1. 1. Were you adequately informed about the status of your transaction throughout the process?

  • Very well informed
  • Well informed
  • Neutral
  • Not very well informed
  • Not at all informed

Purpose: This question evaluates your communication effectiveness, ensuring customers feel informed during every step. Clear communication contributes to higher customer satisfaction and smoother transaction experiences.

  1. 2. How user-friendly did you find our website/platform during the transaction?

  • Very well informed
  • Well informed
  • Neutral
  • Not very well informed
  • Not at all informed

Purpose: This question assesses how intuitive your website or platform is, helping identify usability improvements. A more user-friendly interface can significantly impact overall customer satisfaction and reduce friction in the purchase process.

  1. 3. How satisfied are you with the delivery time and shipping process?

  • Very satisfied
  • Satisfied
  • Neutral
  • Dissatisfied
  • Very dissatisfied

Purpose: This question captures customer feedback on the post-transaction phase, specifically delivery. Quick and efficient shipping is vital for maintaining satisfied customers and a positive overall experience.

  1. 4. Are there any specific areas where you think we could improve the overall transaction experience?

  • Website navigation
  • Communication clarity
  • Product information
  • Checkout process
  • Customer support
  • Others

Purpose: This question helps identify key areas for continuous improvement in the transaction experience, from navigation to customer support. Gathering this information allows you to focus on the most critical areas for enhancing customer satisfaction.

  1. 5. Based on this transaction, how likely are you to make another purchase from us in the future?

  • Very likely
  • Likely
  • Neutral
  • Unlikely
  • Very unlikely

Purpose: This question measures customer loyalty and helps predict future purchasing behavior. The likelihood of repeat purchases reflects customer satisfaction levels and confidence in your product or service.

  1. 6. Is there anything else you would like to share about your experience or any other feedback you'd like us to know? (Open-ended text box for customers to provide detailed feedback and comments.)

Purpose: This open-ended question allows customers to provide feedback in their own words, giving you valuable insights that structured questions may not capture, enabling you to gather detailed feedback for improvements.

How to Use Zonka Feedback’s Free Post-Transaction Feedback Form Template?

Leverage Zonka Feedback’s Free Post-Transaction Feedback Form Template to gather crucial insights into customer satisfaction following a transaction. This step-by-step guide will help you maximize the benefits of this template:

  • Edit this Template: Click on 'Edit this Template' to access the Post-Transaction Feedback Form Template. You'll be directed to the editing interface, allowing you to modify the template according to your specific survey requirements.

  • Customize the Template: While in editing mode, tailor the template to your unique needs. Incorporate post-transaction and post-purchase survey questions that delve into different aspects of the transaction process, such as availability of enough payment options, experience with the payment gateway, speed and smoothness of the overall process, and clarity of communication, and overall experience.

    Consider asking questions like “How satisfied are you with the options available for making payments?”

  • Review and Adjust: Take a moment to review the customized post-transaction customer feedback survey. Ensure that the post-purchase survey questions are clear and relevant to your transaction process. Adjust the survey flow to align with your specific workflow, making it easy for customers to understand and respond.

  • Share the Survey: When you have done all the customizations in the template and your survey is ready to go, distribute the survey to your customers using various channels. You can use multiple channels for this purpose:

    • Trigger email surveys or SMS surveys immediately after a transaction or when the product is delivered
    • If customers are making transactions through your app, in-app surveys would be the best channel to share your survey.
    • If customers are making transactions through your website, consider website feedback widgets like Popup surveys, Slide-up surveys, and Feedback button to trigger surveys and capture in-moment feedback from the customers.

Distribution Channels for the Post Transaction Feedback Form Template

This section covers the best distribution channels to help you effectively share your post transaction feedback form template with customers, ensuring you gather valuable feedback at the right time.

Email Surveys

Email surveys are perfect for reaching customers shortly after a transaction or product delivery. By sending the survey when the experience is still fresh, you can gather meaningful customer feedback. Personalize the email to improve engagement and get higher survey response rates.

SMS Surveys

For quick feedback, SMS surveys are ideal. They let you engage with customers right after their transaction, making it easy for them to respond from their phone. This channel works especially well when you need real-time feedback without requiring much effort from your customers.

In-App Surveys

If your customers use your mobile app to make transactions, in-app surveys are a great way to capture their thoughts while they’re still engaged with the platform. This immediate feedback helps you improve the customer experience and address any issues on the spot.

Website Feedback Widgets

For website transactions, use tools like popup surveys, slide-up surveys, or a feedback button. These allow you to collect post transaction feedback instantly while your customer is still browsing your site. This real-time approach helps you catch feedback at critical moments and improve your purchase process.

Industry-Specific Use Cases for Post Transaction Feedback Form Template

The post transaction feedback form template allows businesses to capture critical customer feedback at key moments in the customer journey. Here’s how different industries can use this template to improve their post purchase experience, with an emphasis on why it matters and what key insights you can gather.

E-commerce

  • Why This Matters: In the fast-paced ecommerce industry, a seamless shopping experience is crucial. Gathering feedback on the checkout process and delivery ensures that customers don’t face unnecessary hurdles, which can result in cart abandonment and dissatisfaction.

  • What You'll Learn:

    • How user-friendly your checkout process is
    • Whether customers faced any technical difficulties
    • Delivery and shipping satisfaction
  • By addressing these areas, you can improve customer satisfaction, reduce friction, and ensure more satisfied customers return for future purchases.

Retail

  • Why This Matters: For brick-and-mortar retailers, in-store interactions significantly affect customer satisfaction. Efficient service and smooth transactions are just as important as product quality.

  • What You'll Learn:

    • Speed and efficiency of the checkout process
    • Availability of products and inventory
    • Quality of customer support provided during the transaction
  • Using the post transaction feedback form, you’ll be able to optimize the in-store experience and ensure that satisfied customers leave your store with a positive impression.

Banking and Financial Services

  • Why This Matters: In banking, reliability and ease of use are key to retaining customer loyalty. Smooth transactions—whether online or in person—are vital for building trust with customers.

  • What You'll Learn:

    • Whether customers faced any payment processing issues
    • How easy it was for customers to complete their transactions
    • Technical or usability problems they encountered
  • With Zonka Feedback’s post transaction survey, you can capture real-time feedback on these critical touchpoints and ensure that your systems run smoothly, driving customer satisfaction and loyalty.

Healthcare Services

  • Why This Matters: In healthcare, patients value transparency, especially when it comes to billing and payment processes. A clear, seamless transaction can greatly enhance their overall experience.

  • What You'll Learn:

    • How easily patients navigate your billing process
    • Whether communication around payment was clear
    • Satisfaction with the overall service provided
  • By collecting post transaction feedback, healthcare providers can ensure that patients feel supported throughout their interactions, leading to improved patient satisfaction and boosted loyalty.

Why Collect Post Transaction Feedback?

The transaction may be complete, but the customer relationship is far from over. What happens immediately after the purchase can have a lasting impact on your customers' experience and loyalty. Here’s why gathering post transaction feedback is so important:

Refine the Transaction Experience

Post transaction feedback provides insights into the specific transaction process, helping you understand whether customers encountered any difficulties during checkout, payment, or delivery. It allows you to identify areas for improvement, ensuring a smoother, more efficient process for future customers.

Validate Operational Decisions

Collecting feedback after a transaction offers immediate clarity on whether changes to your payment system, delivery methods, or checkout process are positively impacting customers. It’s a great way to ensure your decisions are aligned with customer needs, helping you stay on track with operational improvements.

Build Trust and Loyalty

Asking for feedback after the transaction shows your commitment to delivering a great experience beyond just the sale. It reinforces trust by showing customers you care about their satisfaction, which boosts your brand's reputation and strengthens long-term relationships.

Spot Trends for Future Improvements

Customer insights from post-purchase feedback can highlight patterns or suggestions you may not have considered. This feedback can reveal opportunities to introduce new features, streamline processes, or even launch new services that better cater to your customers' needs.

Proactively Reduce Churn

Post transaction feedback acts as an early detection system for potential dissatisfaction. By addressing any post-purchase frustrations promptly, you can make small adjustments that prevent customer churn and improve customer retention, ensuring a more positive overall experience.

Post Transaction Feedback Form Template FAQs

  • What is a Post-Transaction Feedback Form Template?

    A Post-Transaction Feedback Form Template is a pre-designed survey format specifically tailored to collect feedback from customers after they have completed a transaction with your business. It aims to measure customer satisfaction and identify areas for improvement in the transaction process.

  • Why is Post-Transaction Feedback Important?

    Post-Transaction Feedback is crucial as it provides insights into customer satisfaction levels and helps businesses understand the strengths and weaknesses of their transaction processes. This feedback allows for targeted improvements, ensuring a seamless and satisfactory experience for customers.

  • How can Post-Transaction Feedback Surveys Benefit My Business?

    Post-Transaction Feedback Surveys offer several benefits, including:

    • Identifying areas for improvement in the transaction process.
    • Gauging customer satisfaction and loyalty.
    • Addressing issues promptly and preventing potential customer churn.
    • Enhancing the overall customer experience.
  • What Questions Should I Include in a Post-Transaction Feedback Survey?

    A well-rounded Post-Transaction Feedback Survey should include questions about overall satisfaction, encountered challenges, likelihood of future purchases, and specific aspects of the transaction process such as website usability and delivery satisfaction.

  • How Can I Customize this Post-Transaction Template?

    Customizing the Zonka Feedback Post-Transaction Template is easy. Simply click on 'Edit this Template' to access the template in the editing interface. From there, you can add, remove, or modify questions based on your specific survey requirements.

  • How Can I Distribute Post-Transaction Surveys to Customers?

    Zonka Feedback offers multiple channels for the distribution of post-purchase surveys. You can trigger email surveys or SMS surveys immediately after a transaction, use in-app surveys for app-based transactions, and leverage website feedback widgets like popups and slide-ups for online transactions.

  • What is Skip Logic and Question Branching in Zonka Feedback?

    Skip Logic and Question Branching in Zonka Feedback allow you to customize the survey flow based on customer responses. This ensures a personalized and efficient survey experience, adapting to the unique feedback journey of each participant.

  • Does Zonka Feedback help me to take action on feedback?

    Yes, Zonka Feedback is equipped with features like real-time feedback alerts and notifications to let you address feedback on time and take instant action to close the feedback loop and improve customer experience.

  • Is Zonka Feedback's Post-Transaction Template Mobile-Friendly?

    Yes, all templates of Znka Feedback are designed to be mobile-friendly, ensuring that customers can easily provide feedback using various devices, including smartphones and tablets.

  • Can I try Zonka Feedback for free?

    Yes, Zonka Feedback offers a free trial for 7 days. Try it for free and see how it helps you collect actionable customer feedback and leverage it to boost customer satisfaction, invite more transitions and grow your business.

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