Customer Satisfaction Survey
Measure customer loyalty with NPS scoring, star ratings, and open feedback to boost retention
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What's Included in This Template
12 Fields
Pre-configured fields with the right input types, validation, and layout for feedback.
Full Customization
Change colors, fonts, add your logo, rearrange fields, and make it match your brand perfectly.
60+ Integrations
Connect with Mailchimp, HubSpot, Zapier, Google Sheets, Slack, and more. Automate your workflow.
Form Structure
In conversational mode, each field becomes its own page for a focused experience.
Customer satisfaction surveys are the most direct way to find out whether your business is delivering on its promises. Unlike usage analytics or support ticket volume, a well-built CSAT survey captures what customers actually think and feel in their own words. For teams that act on the results, it becomes a retention tool, not just a measurement exercise.
This template gives you a ready-to-use customer satisfaction survey with 12 fields spread across 3 pages. It combines an NPS question, star ratings for overall experience and service quality, a structured satisfaction scale, and open-ended feedback fields. The conversational format keeps completion rates high because respondents move through one question at a time instead of staring at a wall of fields.
How the Survey is Structured
The form opens with basic identification (name and email), then moves into the core measurement fields. The NPS question asks how likely the customer is to recommend you on a 0-to-10 scale. This single question has become the industry standard for benchmarking loyalty because it correlates strongly with retention and referral behavior.
Next come two star rating fields: Overall Experience and Quality of Service. These give you quick, quantifiable scores you can track over time. A five-point rating scale is deliberate here. Research consistently shows that five-star scales produce more reliable data than seven or ten-point alternatives because respondents can clearly distinguish between each level.
The satisfaction radio question (Very Satisfied through Very Dissatisfied) adds a categorical layer that is useful for segmenting responses in reporting. Finally, two open text fields ask what you did well and how you can improve. These qualitative responses are where you find the specific, actionable insights that scores alone cannot provide.
How Scoring and Analysis Works
The NPS question automatically segments respondents into three groups: Promoters (9-10), Passives (7-8), and Detractors (0-6). Your NPS score is the percentage of Promoters minus the percentage of Detractors. A score above 30 is generally considered strong, and above 50 is excellent, though benchmarks vary by industry.
The star ratings give you a simple average you can track monthly or quarterly. When a rating drops, the open feedback fields tell you why. This combination of quantitative scores and qualitative context is what separates surveys that drive change from surveys that sit in a spreadsheet.
You can export all responses, connect them to your CRM or analytics tools, and filter by date range to spot trends. Teams that run this survey on a regular cadence (monthly or after key touchpoints) build a dataset that makes it possible to tie satisfaction changes to specific product updates, policy changes, or service improvements.
Why Customer Success Teams Rely on CSAT Surveys
For SaaS companies, customer satisfaction data feeds directly into churn prediction. A customer whose NPS score drops from 9 to 6 over two quarters is at risk, and you know about it before they cancel. E-commerce brands use post-purchase CSAT surveys to identify fulfillment issues, product quality problems, and support gaps that reviews alone do not surface.
Service businesses send satisfaction surveys after project completion or appointment visits to maintain a feedback loop that keeps clients coming back. The pattern is the same across industries: measure satisfaction consistently, respond to feedback quickly, and track whether your changes actually move the scores.
This template is built for customer success managers, product teams, CX leaders, and business owners who want a professional satisfaction survey running in minutes, not days.
Who Is This Template For?
This template works for a wide range of goals and industries.
SaaS Customer Success Teams Tracking Account Health
Send the survey after onboarding, quarterly check-ins, or support interactions to build a satisfaction timeline for each account. Connect responses to HubSpot, Salesforce, or Intercom so your CS team sees NPS trends alongside usage data. Flag at-risk accounts automatically when scores drop below your threshold.
E-Commerce Brands Measuring Post-Purchase Experience
Trigger the survey after order delivery to capture feedback while the experience is fresh. Use star ratings to track fulfillment quality and open feedback to catch packaging, shipping, or product issues before they become negative reviews. Segment by product category to identify which items drive the highest satisfaction.
Service Businesses Closing the Client Feedback Loop
Send the survey after project milestones or completed appointments. Agencies, consultants, and professional service firms use the NPS question to identify clients who are ready for referral asks and the improvement field to catch concerns before they escalate. Share aggregated scores with your team during retrospectives.
Product Managers Validating Feature Launches
Run the survey before and after major releases to measure whether changes actually improved the customer experience. Compare NPS and satisfaction scores across time periods. Use the open feedback fields to collect specific reactions to new features, then feed those insights back into your product roadmap.
Key Features
NPS Question with Automatic Scoring
The built-in Net Promoter Score field uses a 0-to-10 scale and automatically classifies respondents as Promoters, Passives, or Detractors. Track your NPS over time without manual calculation.
Star Ratings for Service and Experience
Two five-star rating fields let respondents score Overall Experience and Quality of Service independently. These give you trackable metrics that are easy to benchmark month over month.
Open Feedback Fields for Actionable Insights
Dedicated text areas for positive feedback and improvement suggestions capture the specific details that scores cannot. These qualitative responses tell you exactly what to keep doing and what to fix.
Conversational Mode for Higher Completion Rates
The template is optimized for conversational delivery, presenting one question at a time. This format reduces survey fatigue and consistently produces higher completion rates than showing all fields on a single page.
Connect to Your CRM and Analytics Stack
Sync responses to HubSpot, Salesforce, Intercom, Mailchimp, Slack, and 40+ other platforms. Route feedback to the right team automatically and trigger follow-up workflows based on NPS scores or satisfaction levels.
How It Works
Choose This Template
Click "Use This Template Free" to get started. You will get a full copy of this form in your account, ready to edit.
Customize It
Edit the fields, update the design, add your branding, and set up integrations. Everything is editable from the visual builder.
Share & Collect Responses
Publish your form and share it with a link, embed it on your website, or post it on social media. View responses in real time.
Frequently Asked Questions
Can I customize the rating categories and satisfaction scale?
How do I calculate my NPS from the survey responses?
Can I send this survey automatically after a purchase or support ticket?
What is a good response rate for customer satisfaction surveys?
Can I add conditional logic to show different questions based on answers?
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