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A READY-TO-MAKE-YOURS SURVEY

SaaS onboarding survey template

Learn whether new users can reach value in your software with this SaaS onboarding survey template. Ask about setup, understanding, and the first task they wanted to complete.

Read the template guide
Use this template Free to customize. No code needed.

THE REAL THING. GO AHEAD, TRY IT.

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A LITTLE GUIDANCE

Make the most
of your next ask.

Questions to consider for your saas onboarding survey

Use these questions as suggestions when editing your copy. Keep the ones that fit your purpose and add any details your process needs.

  • What were you hoping to do first?
  • Which setup step was easy or difficult?
  • What still needs explaining before you can use the product?

How to use the responses

Group obstacles by onboarding stage. Improve the steps or instructions that block progress and follow up with users who need help getting started.

How to customize and share this template

  1. Name the experience you want feedback on and ask while respondents can still recall it clearly.
  2. Keep rating scales consistent and add an open question about the reason behind the answer. Remove questions that your team cannot act on.
  3. Decide how you will review results and follow up. Test the wording with someone unfamiliar with the form before sending it to the intended audience.

Make it yours with Youform

Combine ratings and comments

Use rating or choice questions for comparison, then give people room to describe the experience in their own words.

Ask a useful follow-up

Use conditional logic to explore an answer in more detail when it needs explanation, without asking everyone the same extra questions.

Turn responses into a review

Read answers in Youform or connect Google Sheets for your own analysis. Look at written comments alongside scores before deciding what to change.

Start free with unlimited forms and responses, subject to fair use. See Youform plans and features for the details.

Frequently asked questions

When should I send a SaaS onboarding survey?
Ask after a meaningful setup step or first-use period. Users should have enough experience to describe a real obstacle, but not have to wait until they give up.
Can I customize this survey template?
Yes. Choose Use this template to make your own copy in Youform. Edit the questions and colors, review the whole flow, then share a link or embed it on your website. See Youform plans for advanced features.
How many questions should a feedback form have?
Use the fewest questions that answer the decision you need to make. One clear rating and a useful follow-up can suit a single interaction. A broader review may need more questions, grouped around distinct parts of the experience.
Should feedback include a name or email address?
Collect contact details when a reply is part of the purpose, and explain that use. If you want anonymous feedback, review the form's questions and settings rather than assuming that omitting a name makes every response anonymous.

A FEW MORE POSSIBILITIES

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