Survey · Customer success

Software customer satisfaction survey template

Built for software teams: a satisfaction score, a grid for ease of use, speed, features, docs and support, and a ranking of what users value most. Unhappy users are asked why before anything else, and only people who hit a bug are asked to describe it and attach a screenshot.

12 questions~4 min to answer2 branches
software satisfaction surveysaas csatuser feedbackproduct surveybug reportbranching
Use this template

Try it live

Try it as a respondent

Every question, and where it leads

The conversation

What a respondent is asked, in order.

Help us make the software better for you. About three minutes.

1

How long have you been using our software?

Single select · required
2

How often do you use it?

Single select · required
3

Overall, how satisfied are you with the software?

Rating · requiredsplits the flow
4

Sorry it's not working for you. What's the main problem?

Long text · requiredsometimes asked
5

How would you rate each of these?

Matrix · required
6

What matters most to you? Put the most important first.

Ranking · required
7

Is there something you expected it to do that it doesn't?

Long text · optional
8

Have you run into a bug or error in the last month?

Yes / No · requiredsplits the flow
9

What happened, and where in the app were you?

Long text · requiredsometimes asked
10

Got a screenshot? Drop it here.

File upload · optionalsometimes asked
11

How likely are you to recommend the software to a colleague?

NPS · required
12

Your email, if you're happy for us to follow up

Email · optional

Ends with

Thank you 🙏

The flow

Where each answer leads. Every route here is editable once the form is yours.

A labelled route is taken only by answers matching the label

What this template uses

  • Single select
  • Rating
  • Long text
  • Matrix
  • Ranking
  • Yes / No
  • File upload
  • NPS
  • Email
  • 2 branches

Questions to consider

  • Do you want answers from every user, or from admins and power users only?
  • Which parts of the product should the grid rate separately?
  • Who picks up bug reports that arrive through the survey, and how?
  • Should you ask this in the app, by email, or both?

How to use the responses

Pass bug reports with screenshots to whoever handles support the same day, and reply to anyone who left an email. Split the satisfaction score by how long people have used the software: low scores from new users usually point to onboarding, while low scores from long-time users point to missing features or reliability. Compare the ranking with the grid, because a low rating on the thing users value most is the gap to fix first.

How to customize and share it

  1. 1Replace "our software" with your product's name, and edit the grid rows to match its main areas.
  2. 2Add the user's plan or account ID as a hidden field so you can compare answers by customer type.
  3. 3Send it to active users after they have used the product for a few weeks, and repeat it every quarter with the same questions.

Frequently asked questions

What questions should a software satisfaction survey include?

An overall satisfaction score, ratings for ease of use, reliability, features, docs and support, a question about what's missing and a recommendation score. Asking about recent bugs is useful too.

What is the difference between CSAT and NPS for software?

CSAT asks how satisfied someone is right now. NPS asks whether they would recommend the product, which reflects loyalty over time. This template asks both.

How often should I survey software users?

Quarterly works for most products. Keep the questions the same each time so you can see whether satisfaction is moving.

Can users attach screenshots of bugs?

Yes. Users who say they hit a bug can upload up to three images with their description.

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Ask like a person. Watch them finish.