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A comprehensive guide to product satisfaction surveys
A comprehensive guide to product satisfaction surveys

Learn the different types of product satisfaction surveys, how to create them, tips, and best practices from the team.

Maciej Pliszka avatar
Written by Maciej Pliszka
Updated over 2 weeks ago

Purpose of this guide

This guide is designed to be your go-to resource for evaluating and optimizing your product through targeted surveys. It’s here to simplify the process and equip you with everything you need to assess and enhance your product's performance and customer alignment.

Here’s what you can expect to get out of this guide:

  • A clear understanding of product satisfaction surveys - We'll break down the importance of measuring product satisfaction, why it matters, and, more importantly, why it’s crucial for business growth

  • Step-by-step guidance for using our product satisfaction surveys - Whether you're using the "Product Satisfaction," "Measure Product Satisfaction," or "See if Your Product Meets Customer Needs" surveys, we’ll guide you through selecting the right survey type (email, web, or mobile) and customizing questions to fit your audience’s needs.

  • Practical tips and best practices - Learn how to craft effective survey questions, analyze the collected feedback, and turn insights into strategic improvements that drive product success.

  • Real-world use cases - Discover how other businesses are leveraging these templates to refine their product offerings, meet customer needs, and elevate satisfaction levels.

Whether you’re new to product satisfaction surveys or looking to refine your current product strategy, this guide will provide you with everything you need to create, launch, and analyze these surveys with confidence and ease. Let’s get started!

Understanding Product Satisfaction

What is Product Satisfaction?

Product satisfaction is a metric that measures how well your product meets customer expectations and it helps you understand how satisfied customers are with the features, functionality, and overall experience of your product.

These surveys typically ask customers to rate their experience on a 1 to 5 scale, allowing you to gather quantifiable as well as qualitative data on product performance:

The Three Key Templates we’ll be focusing on:

  1. Product Satisfaction - This survey measures overall customer satisfaction with your product and is ideal for understanding what customers enjoy and what needs enhancement, quickly.

  2. Measure Product Satisfaction - This one’s a more focused survey designed to evaluate specific aspects of your product, helping you pinpoint which features delight or disappoint users.

  3. See if Your Product Meets Customer Needs - Finally, this survey assesses whether your product aligns with customer expectations and addresses their pain points, ensuring it remains valuable and relevant.

💡Something to note: The scale doesn’t always have to be limited to 1 to 5. You can also use CSAT surveys, which offer flexibility with rating scales ranging from 1 to 10 or any range in between, allowing you to tailor the survey to your specific needs.

How Product Satisfaction Surveys Work

Based on their ratings, customers are categorized into three groups:

  • 😍Highly Satisfied (4-5): These customers are your most enthusiastic supporters who are likely to remain loyal and recommend your product to others.

  • 😐Moderately Satisfied (3): These customers have a neutral view of your product. While they’re generally content, addressing their feedback could turn them into promoters.

  • 😡Dissatisfied (1-2): These customers may have encountered issues or found your product lacking and are less likely to continue using it or recommend it, so focusing on their feedback is crucial for improvement.

What are the biggest benefits of measuring product satisfaction surveys?

  • Understanding your customers
    Engaging directly with your customers and gathering their feedback is the most effective way to truly understand them. By using product satisfaction surveys, you instantly gain deep insights into their needs, expectations, preferences, and pain points.Ultimately, it’s this feedback that will help you better align your product with their desires and enhance customer relationships going forward.

  • Improving product quality
    Once you have a clearer understanding of what your customers value, you can make meaningful improvements to your product’s features and functionality. These surveys allow you to focus on optimizing the aspects that matter most to users, leading to a more refined product experience and increased satisfaction.

  • Prioritizing feature development
    Product satisfaction surveys help you identify which features resonate most with your customers and which ones need improvement. This allows your team to prioritize product updates based on customer preferences, ensuring that new developments are in line with user needs and delivering the most impact.

  • Aligning with market needs
    Staying ahead of the competition is important, and that’s why these surveys help you continuously evaluate whether your product meets current market demands. This allows you to adjust your strategy based on real-time feedback, ensuring your product remains competitive and aligned with customer expectations.

What is the best channel for product satisfaction surveys?

The “best” channel for a product satisfaction survey depends on where your customers interact with your product, the timing of feedback collection, and how you can best capture their experience. Here’s a nice breakdown of the most effective channels for different scenarios just to get you started:

  • In-App surveys for immediate feedback
    In-app surveys are perfect for capturing users’ immediate reactions while they’re actively using your product. They are ideal for gathering real-time feedback on product features, updates, or user flows.

💡Something worth trying: Deploy a short product satisfaction survey after a user has completed a specific task or used a new feature. This allows you to capture their initial reactions and identify potential areas for improvement right away.

  • Email surveys for reflective feedback
    Email surveys are a great way to collect feedback after customers have had a chance to use your product more thoroughly. This type of feedback tends to be more reflective, allowing users to provide thoughtful responses about their overall experience rather than just their initial impressions.

💡Something worth trying: Send a product satisfaction survey via email a week after a customer has started using your product or after they’ve completed a key action. This helps you understand how satisfied they are after getting familiar with your product’s core features.

  • Website pop-up surveys for quick insights during browsing
    Website pop-ups are highly effective for capturing feedback during a customer’s browsing or purchase journey. These surveys are great for evaluating satisfaction with website navigation, content clarity, or the overall online shopping experience. Pop-ups can be set to appear at specific touchpoints to gather quick, actionable feedback.

💡Something worth trying: Trigger a brief survey like “How satisfied are you with your browsing experience?” after users visit a key product page or checkout. This works well for e-commerce sites or service platforms focused on optimizing the user journey.

  • Link surveys for broader reach
    Link surveys can be shared across multiple channels like social media, newsletters, or customer support interactions. These are ideal when you want to gather feedback from a larger audience, especially if users interact with your product across various platforms, so don’t miss out on this.

💡Something worth trying: Why not share a satisfaction survey link in your monthly newsletter? It’s a great way to gauge how users feel about recent product updates or new features.

Who should receive your product satisfaction surveys?

To maximize the value of your product satisfaction surveys, it's crucial to target the right user segments. Here’s a guide to different groups that can provide the most impactful feedback:

  • Recent customers for fresh perspectives
    Customers who’ve recently started using your product are great candidates for feedback on their initial experience. Capturing their thoughts early on helps you understand how well your product meets expectations and whether the onboarding process is smooth.
    🤔Why? These users provide fresh, unbiased feedback that can highlight any onboarding hurdles or initial pain points, allowing you to refine the first-time user experience.

  • Long-term loyal customers for continuous improvement
    Your long-term users have been with your product through various updates and iterations. Their feedback is valuable for understanding how well your product has evolved to meet their ongoing needs.
    🤔Why? These customers can provide insights into what keeps them coming back, helping you identify strengths to maintain and areas to enhance to retain loyalty.

  • Users who recently completed a key action
    If a customer has just completed a significant action, such as a purchase, upgrade, or project completion, they’re in the perfect position to provide feedback on their experience. Surveying at this moment captures their satisfaction when it's top of mind.
    🤔Why? Immediate feedback after key actions helps you gauge satisfaction with critical parts of the user journey and address any issues promptly.

  • Customers using new or beta features
    Users who have access to new features or are part of a beta testing program can offer valuable insights on the latest additions to your product. Their input helps you understand if these updates are meeting user needs.
    🤔Why? Early feedback on new features allows you to make necessary adjustments before a full rollout, ensuring a smoother release and higher satisfaction among your broader user base.

Building a product satisfaction survey with Survicate

Creating your first product satisfaction survey is easy, but first, you have to decide which channel you’ll be using. We’ve covered that on the previous section: What is the best channel for product satisfaction surveys?

So whether you want to send product satisfaction through email, or place it on your website or mobile app, we’ve got you covered.

Once you decide on which channel you’re going with, feel free to jump to that section:

Creating a product satisfaction survey (Email or shareable link surveys)

Step 1. Create a new Product Satisfaction survey

In the main dashboard, click on the Create new survey button.

From there, pick how you would like to start. We recommend starting with an AI-assisted creation or template library for a swift creation. These will get you up to starting your survey in

no time!

Step 2. Edit the questions to your liking

If you started with the template library or AI survey creator, you’ll get your survey questions already set for you. You can later edit them to your liking, or add new questions by clicking on “Add new question”. Here you can find a complete list of question and action types.

If you’ve started using one of our pre-made templates or the AI survey creator, you’ll see that your survey questions are already set up for you. However, you can always edit these questions to better align with your brand's tone and the feedback you’re looking to gather. To make changes, simply click on “Add new question” or adjust the existing ones. Below, you’ll find a list of different ways to frame your product satisfaction question, as well as some tips for customizing follow-up questions.

The primary product satisfaction question is typically: "How satisfied are you with our product?"

However, we encourage you to tailor this question to better fit your brand voice and communication style. Here are some variations that our customers have used to align more closely with their specific business needs:

  • “How satisfied are you with the results you’re getting from our product?”

  • “On a scale of 1-5, how would you rate your overall satisfaction with our product?”

  • “How would you rate your experience using our product so far?”

  • “How satisfied are you with the benefits you’ve gained from using our product?”

  • “How would you rate your satisfaction with your recent interaction with our product features?”

Crafting Effective Follow-Up Questions

Beyond simply asking about overall product satisfaction, it’s essential to follow up based on the responses you receive. This helps you dig deeper into customer perceptions and improve their experience. Below are some of our recommended follow-up questions tailored to different satisfaction levels:

😍For Customers Who Gave a Score of 4-5 (Highly Satisfied)

These customers are happy with your product, but it’s still valuable to follow up to reinforce their positive experience and gather testimonials:

  • “We’re thrilled to hear you’re satisfied! Would you be willing to share your experience in a review or testimonial?”

  • “Thank you for your positive feedback! Is there anything we can do to make your experience even better?”

  • “What features do you find most valuable in our product?”

😐For Customers Who Gave a Score of 3 (Neutral)

These customers are somewhat satisfied, but there’s room for improvement. Follow up to understand how you can enhance their experience:

  • “Thank you for your feedback! Could you let us know what we can improve to turn your experience from average to great?”

  • “What specific changes would increase your satisfaction with our product?”

  • “Is there anything that’s currently missing or could be improved in our product?”

😡For Customers Who Gave a Score of 1-2 (Dissatisfied)

These customers are clearly unhappy, so it’s important to address their concerns promptly to prevent churn:

  • “We’re sorry to hear about your experience. Could you provide more details on what went wrong so we can make it right?”

  • “We apologize for any issues you’ve encountered. What can we do to improve your experience moving forward?”

  • “Could you share what factors led to your low satisfaction score so we can address them?”

Step 3. Configure your survey(optional)

Going into the Configure tab, you can modify settings responsible for identifying the respondents and survey status.

  1. Identify your respondents -

If you want your respondents to be recognized, you have to have a tool selected in the field. There are plenty of tools to choose from including favorites like:

  • HubSpot

  • MailChimp

  • Klaviyo

  • GetResponse and more!

⚠️Important - if you need your responses to be anonymous, go ahead and skip this step.

Step 4. Integrate with your favorite tools (optional)

In the connect tab, you can also integrate your survey with other apps that you use on a daily basis. This is, of course, optional, but we highly recommend that you take advantage of this feature

Essentially, integrations will help you automate processes and workflows. For example, you can create triggers based on survey responses to automate support tickets, task assignments, and personalized follow-up actions. The idea here is to have everything in one place, saving you time, improving efficiency, and ensuring that you act on customer feedback right away.

To give you a better idea of what you can do, here are some popular integrations that our customers use:

Hubspot -

The Surivcate and HubSpot integration allows you to:

  • Send responses to existing or new contact fields in real-time;

  • Act upon feedback to prevent churn or boost referrals;

  • Quickly jump to respondents' HubSpot profiles from the text (open-ended) answers;

  • Use Survicate contact forms to generate new leads in HubSpot

⚠️Bonus - with the new HubSpot App Cards feature, you can also:

  • Display a contact’s detailed Surivcate activity in their profile

  • Access their response in Survicate with one click from HubSpot

  • Send a piece of feedback from the contact to Inisghts Hub.

Find out more about the HubSpot integration here.

Slack -

The Surivcate and Slack integration allows you to:

  • Send answers from your surveys to a selected channel in real-time

  • Receive Slack notifications only when a specific condition is met on your survey

Find out more about the Slack integration here.

Klaviyo -

The Surivcate and Klaviyo integration allows you to:

  • Update Klaviyo subscriber profiles with survey responses to any field of your choice in real-time;

  • Create automated campaigns based on survey responses as well as segment your email audience more effectively;

  • Create new leads in Klaviyo based on the Contact Form survey submissions.

Find out more about the Klaviyo integration here.

Survicate natively integrates with 80+ tools. If you didn’t see your favorite integration listed in these examples, don’t worry, here’s a full list.

Step 5. Launch your survey

And the most important step to get your survey out there is to share it. In the Share tab, you can adjust the preview, description, and the name the respondents will see when the survey is opened in your browser.

⚠️Important - To share your survey, you will need to create that email in your email service provider and set up the audience there. From there, you can simply follow one of the options below to finish sending your survey:

  1. Direct link - You can hide this link behind a clever CTA button or hyperlink it. You can also link it to an image - and share it wherever you want, it’s truly up to you.

  1. Launch in an email - This option lets you embed the first question directly in the email’s body. This is a great way to get the ball rolling, allowing your respondents to start the survey directly from your email.

All you need to do is copy the code generated once you click on the ‘Get your code’ button and paste it into an HTML editor of your software. It’s as easy as 1-2-3. No coding or technical skills required.

⚠️Important - Don’t forget to choose your email software in ‘Responses identification’ to see the names and emails of your respondents.

Step 6. Analyze your data

Here’s how you can act on the feedback:

😍Highly Satisfied (Score 4-5):

These customers are very pleased with your product. Here are some ways you can actively engage with them:

  • Leverage the positive feedback: Analyze what these customers enjoy most about your product. Identify standout features or aspects that can be emphasized in your marketing and development strategies.

  • Show gratitude: Send a personalized “thank you” email or message to show you value their feedback and loyalty. Consider offering exclusive perks, like early access to new features.

  • Request a review: Encourage them to leave a review on platforms like G2 or your preferred site. Provide a direct link to make the process simple and quick.

  • Ask for a testimonial: Reach out to request a testimonial or success story. Highlight their positive experience in case studies or promotional content to attract new customers.

😐Moderately Satisfied (Score 3):

These customers are content but see room for improvement. Here’s how to approach them:

  • Identify improvement opportunities: Send follow-up surveys or questions to uncover what would enhance their product experience. Focus on areas where minor changes could make a big difference.

  • Provide additional value: Share resources like user guides, tips, or tutorials to help them maximize the product’s potential and discover features they may not have explored.

  • Encourage deeper engagement: Offer discounts, webinars, or exclusive content to strengthen their connection with your product and increase their satisfaction.

😡Dissatisfied (Score 1-2):

These customers are unhappy with your product. It’s critical to address their concerns promptly:

  • Respond personally: Reach out to understand their dissatisfaction. Show empathy, acknowledge their feedback, and outline steps to address their concerns.

  • Gather actionable insights: Ask specific follow-up questions to determine what went wrong and what improvements they would like to see.

  • Offer solutions: Provide a clear path to resolve their issues, such as product training, feature updates, or direct communication with your support or product team.

  • Automate alerts for low scores: Set up notifications for low satisfaction scores so your team can follow up immediately. Prioritize these customers to prevent churn.

  • Track outcomes: Monitor whether their concerns are resolved satisfactorily and use the feedback to guide product development and refinement.

Use AI to do the work for you!

And if you’re not a fan of the manual work…as luck would have it, we’ve got some new AI-powered tools to sort of…do the dirty work for you when it comes to taking your data and turning it into actionable insights.

Insights Hub

Here you can make great use of our topics feature. Provided you have connected your survey to Insights Hub, it will take all of the feedback and automatically categorize it into different topics. Within every topic, you’ll find the direct feedback that it relates to making it easier for you act on it immediately.

Topics you’ll most often find:

  • Technical issues

  • Praises

  • Suggestions

  • User experience

Insights Hub is mainly used to:

  • Collect feature requests from users

  • Automatically detect customer sentiment

  • Identify technical issues and bugs reported by users

  • Gather user insights on various aspects of your product or service

  • Understand your customer’s needs and wants better

For a full guide on how to use it, check this out. But not to leave you empty-handed, here are some ways you can apply it for your product satisfaction surveys:

  1. Identify Patterns in dissatisfied feedback: Use Insights Hub to gather feedback from various sources and detect common themes among dissatisfied customers. Filter by sentiment to quickly identify negative feedback and understand the root causes of dissatisfaction. This helps prioritize issues to improve your product satisfaction.

  2. Automate Sentiment Analysis: Integrate multiple feedback channels into Insights Hub to automate sentiment detection, saving time and maintaining real-time awareness of customer sentiment. Use these trends to adjust your product satisfaction survey strategy and address concerns proactively.

  3. Prepare Targeted Follow-Up Surveys: Use insights from the data to determine necessary follow-up surveys that address specific issues or concerns. This ensures future surveys are focused and effectively capture the information you need to improve your product satisfaction.

Research Assistant

And of course on top of that, you get our research assistant. It…assists you with your…research 😀. Find answers to all your questions quickly and effectively just by asking it.

The research assistant takes your feedback and can answer your questions based on:

  1. Data from various sources that you synced to Insights Hub

  2. The survey results on your account

For a full guide on how to use it, check this out.

For now, here’s the top reasons why you should try it out for your product satisfaction surveys:

  1. Pinpoint Opportunities to Delight Customers: Analyze feedback from respondents to identify common areas of satisfaction or dissatisfaction. Use the Research Assistant to uncover actionable trends and suggest targeted improvements to enhance overall product satisfaction.

  2. Discover Emerging Trends and Customer Needs: Leverage AI-driven categorization to spot emerging trends and customer needs quickly. Use the Research Assistant to identify new feature requests or service gaps, allowing you to focus on areas that boost customer satisfaction and product satisfaction.

  3. Shape Your Future Survey Strategies: Use the Research Assistant to highlight gaps in your current feedback collection and suggest new survey topics or target segments. This ensures your product satisfaction surveys remain relevant and actionable.

To get you on your way, try asking your research assistant some of these questions:

Try Asking the Research Assistant These Questions:

  • "Which features are driving the most satisfaction among customers?"

  • "What areas of dissatisfaction should we prioritize in our next product iteration?"

  • "What new features are most requested in recent product satisfaction feedback?"

  • "Which product performance issues are customers frequently mentioning?"

  • "Which customer segments show the highest dissatisfaction, and why?"

  • "What additional questions should we include in our next survey to better measure satisfaction with feature Y?" (replace Y to your respective feature 😄)

💡Useful Tips

Send your Promoters to your review site

Use the momentum and ask your Promoters for a positive review. Using the ‘Thank you’ question type, you can redirect your Promoters straight to your favorite review site.

Use follow-up questions (logic)

A very popular way of building product satisfaction surveys is asking different follow-up questions to your respondent based on their previous response.

For example, to your Promoters, you can ask what is their favorite thing about your business, and to your Detractors you can ask what do you need to improve. You can achive that using survey logic feature. This feature allows you to ask different follow-up questions based on the selected score.

Survey logic simplifies the creation of different paths for respondents by skipping certain questions based on their previous answers. This allows you to customize the survey experience with tailored question flows and segment users according to their feedback.

As mentioned previously, your product satisfaction survey comes ‘pre-packaged’ with logic. You can check how each question uses this feature, by simply clicking on the desired question and clicking the ‘Logic’ tab:

If you’d like to use this feature for your newly added questions, it’s quite easy to set up

How to add logic

Step 1.

Once you’ve added your question and added a Single answer selection or a Dropdown list, as well as the other survey questions, head over to the Logic tab of the question and click on + Add new logic.

Step 2.

Here, you'll see the If answer condition, letting you decide when to apply logic.

You can choose to apply logic if the response is or is not equal to one of the answer choices or when it has any value.

This means you’ve got a lot of possibilities to work with. Here’s a breakdown:

  • is - if you select just one possible answer here (eg. Answer 1), this logic will work only when your survey respondent selects Answer 1.

If you select Answer 1 or Answer 2, this logic will work for the respondents who select Answer 1 or Answer 2.

  • is not - if you select just one possible answer here (eg. Answer 1), this logic will work only when your survey respondent selects anything other than Answer 1.

If you select Answer 1 or Answer 2, this logic will work for the respondents who select anything other than Answer 1 and Answer 2, such as Answer 3.

  • has any value - this logic will work regardless of what answer the respondent chooses; for a non-mandatory dropdown list, this logic will work both when a respondent chooses any of the possible answers or skips the question without providing any answer.

Creating a product satisfaction survey (Website or in-product surveys)

Step 1. Choose how you would like to create your survey

In the main dashboard, click on the Create new survey button.

And from there you are met with a new screen. There are four options to choose from:

  1. Start from scratch

  2. Use a template

  3. AI-assisted creation

  4. Import questions

For the purpose of this guide, we’ll be focusing on ‘Use a template’.

Step 2. Edit the questions to your liking

If you started with the template library or AI survey creator, you’ll get your survey questions already set for you. You can later edit them to your liking, or add new questions by clicking on “Add new question”. Here you can find a complete list of question and action types.

If you’ve started using one of our pre-made templates or the AI survey creator, you’ll see that your survey questions are already set up for you. However, you can always edit these questions to better align with your brand's tone and the feedback you’re looking to gather. To make changes, simply click on “Add new question” or adjust the existing ones. Below, you’ll find a list of different ways to frame your product satisfaction question, as well as some tips for customizing follow-up questions.

The primary product satisfaction question is typically: "How satisfied are you with our product?"

However, we encourage you to tailor this question to better fit your brand voice and communication style. Here are some variations that our customers have used to align more closely with their specific business needs:

  • “How satisfied are you with the results you’re getting from our product?”

  • “On a scale of 1-5, how would you rate your overall satisfaction with our product?”

  • “How would you rate your experience using our product so far?”

  • “How satisfied are you with the benefits you’ve gained from using our product?”

  • “How would you rate your satisfaction with your recent interaction with our product features?”

Crafting Effective Follow-Up Questions

Beyond simply asking about overall product satisfaction, it’s essential to follow up based on the responses you receive. This helps you dig deeper into customer perceptions and improve their experience. Below are some of our recommended follow-up questions tailored to different satisfaction levels:

😍For Customers Who Gave a Score of 4-5 (Highly Satisfied)

These customers are happy with your product, but it’s still valuable to follow up to reinforce their positive experience and gather testimonials:

  • “We’re thrilled to hear you’re satisfied! Would you be willing to share your experience in a review or testimonial?”

  • “Thank you for your positive feedback! Is there anything we can do to make your experience even better?”

  • “What features do you find most valuable in our product?”

😐For Customers Who Gave a Score of 3 (Neutral)

These customers are somewhat satisfied, but there’s room for improvement. Follow up to understand how you can enhance their experience:

  • “Thank you for your feedback! Could you let us know what we can improve to turn your experience from average to great?”

  • “What specific changes would increase your satisfaction with our product?”

  • “Is there anything that’s currently missing or could be improved in our product?”

😡For Customers Who Gave a Score of 1-2 (Dissatisfied)

These customers are clearly unhappy, so it’s important to address their concerns promptly to prevent churn:

  • “We’re sorry to hear about your experience. Could you provide more details on what went wrong so we can make it right?”

  • “We apologize for any issues you’ve encountered. What can we do to improve your experience moving forward?”

  • “Could you share what factors led to your low satisfaction score so we can address them?”

💡check out the useful tip section for more cool strategies

Step 3. Target your survey (optional)

Going into the Target tab, this will give you a chance to target your website surveys to specific times, a certain group of visitors, and beyond.

It’s important that you target each survey to the visitors who are more likely to contribute meaningfully. Targeting has a lot of benefits, these include:

  • Identify why your visitors are bouncing and not converting

  • Target your surveys after specific actions on your website

  • Target your surveys only to a group of users depending on their attributes, cookies, language, and more

  • Trigger your surveys on a specific frequency to ensure continuous feedback

Step 4. Integrate with your favorite tools (optional)

In the connect tab, you can also integrate your survey with other apps that you use on a daily basis. This is, of course, optional, but we highly recommend that you take advantage of this feature.

Essentially, integrations will help you automate processes and workflows. For example, you can create triggers based on survey responses to automate support tickets, task assignments, and personalized follow-up actions. The idea here is to have everything in one place, saving you time, improving efficiency, and ensuring that you act on customer feedback right away.

To give you a better idea of what you can do, here are some popular integrations that our customers use:

Hubspot -

The Surivcate and HubSpot integration allows you to:

  • Send responses to existing or new contact fields in real-time;

  • Act upon feedback to prevent churn or boost referrals;

  • Quickly jump to respondents' HubSpot profiles from the text (open-ended) answers;

  • Use Survicate contact forms to generate new leads in HubSpot

⚠️Bonus - with the new HubSpot App Cards feature, you can also:

  • Display a contact’s detailed Surivcate activity in their profile

  • Access their response in Survicate with one click from HubSpot

  • Send a piece of feedback from the contact to Inisghts Hub.

Find out more about the HubSpot integration here.

Slack -

The Surivcate and Slack integration allows you to:

  • Send answers from your surveys to a selected channel in real-time

  • Receive Slack notifications only when a specific condition is met on your survey

Find out more about the Slack integration here.

Klaviyo -

The Surivcate and Klaviyo integration allows you to:

  • Update Klaviyo subscriber profiles with survey responses to any field of your choice in real-time;

  • Create automated campaigns based on survey responses as well as segment your email audience more effectively;

  • Create new leads in Klaviyo based on the Contact Form survey submissions.

Find out more about the Klaviyo integration here.

Survicate natively integrates with 80+ tools. If you didn’t see your favorite integration listed in these examples, don’t worry, here’s a full list.

Step 5. Launch your survey

And the most important step to get your survey out there is to launch it. In the Launch tab, if you haven’t done so already, you’ll need to install the Survicate code on your site. You’ve got a couple of options to choose from:

  • Send installation instructions to a teammate - If you’re having trouble, just send the instructions to a teammate, preferably a developer, and you’ll get Survicate installed in no time

  • Install with Google Tag Manager - A one-click, automated installation with Google Tag Manager

  • Install with Segment - Once again, one-click, this time with Segment

  • Install with Wordpress - One-click installation with WordPress

  • Install the Survicate code manually - You can use this to paste the Survicate code into every page you want to run surveys on

Great, you’re to go now. Start your survey and gather customer insights right from your website or in-product. You can start it right awa or set a custom date to start your survey.

Step 6. Analyze your data

Once you’ve collected some feedback, you’re ready to analyze it. Here’s a section dedicated to analyzing your data.

Creating a product satisfaction survey (Mobile app surveys)

Step 1. Choose how you would like to create your survey

In the main dashboard, click on the Create new survey button.

And from there you are met with a new screen. There are four options to choose from:

  1. Start from scratch

  2. Use a template

  3. AI-assisted creation

  4. Import questions

For the purpose of this guide, we’ll be focusing on ‘Use a template’.

Step 2. Edit the questions to your liking

If you started with the template library or AI survey creator, you’ll get your survey questions already set for you. You can later edit them to your liking, or add new questions by clicking on “Add new question”. Here you can find a complete list of question and action types.

If you’ve started using one of our pre-made templates or the AI survey creator, you’ll see that your survey questions are already set up for you. However, you can always edit these questions to better align with your brand's tone and the feedback you’re looking to gather. To make changes, simply click on “Add new question” or adjust the existing ones. Below, you’ll find a list of different ways to frame your product satisfaction question, as well as some tips for customizing follow-up questions.

The primary product satisfaction question is typically: "How satisfied are you with our product?"

However, we encourage you to tailor this question to better fit your brand voice and communication style. Here are some variations that our customers have used to align more closely with their specific business needs:

  • “How satisfied are you with the results you’re getting from our product?”

  • “On a scale of 1-5, how would you rate your overall satisfaction with our product?”

  • “How would you rate your experience using our product so far?”

  • “How satisfied are you with the benefits you’ve gained from using our product?”

  • “How would you rate your satisfaction with your recent interaction with our product features?”

Crafting Effective Follow-Up Questions

Beyond simply asking about overall product satisfaction, it’s essential to follow up based on the responses you receive. This helps you dig deeper into customer perceptions and improve their experience. Below are some of our recommended follow-up questions tailored to different satisfaction levels:

😍For Customers Who Gave a Score of 4-5 (Highly Satisfied)

These customers are happy with your product, but it’s still valuable to follow up to reinforce their positive experience and gather testimonials:

  • “We’re thrilled to hear you’re satisfied! Would you be willing to share your experience in a review or testimonial?”

  • “Thank you for your positive feedback! Is there anything we can do to make your experience even better?”

  • “What features do you find most valuable in our product?”

😐For Customers Who Gave a Score of 3 (Neutral)

These customers are somewhat satisfied, but there’s room for improvement. Follow up to understand how you can enhance their experience:

  • “Thank you for your feedback! Could you let us know what we can improve to turn your experience from average to great?”

  • “What specific changes would increase your satisfaction with our product?”

  • “Is there anything that’s currently missing or could be improved in our product?”

😡For Customers Who Gave a Score of 1-2 (Dissatisfied)

These customers are clearly unhappy, so it’s important to address their concerns promptly to prevent churn:

  • “We’re sorry to hear about your experience. Could you provide more details on what went wrong so we can make it right?”

  • “We apologize for any issues you’ve encountered. What can we do to improve your experience moving forward?”

  • “Could you share what factors led to your low satisfaction score so we can address them?”

💡check out the useful tip section for more cool strategies

Step 3. Target your survey (optional)

Going into the Target tab, this will give you a chance to target your website surveys to specific times, a certain group of visitors, and beyond.

It’s important that you target each survey to the visitors who are more likely to contribute meaningfully. Targeting has a lot of benefits, these include:

  • Identify why your visitors are bouncing and not converting

  • Target your surveys after specific actions on your website

  • Target your surveys only to a group of users depending on their attributes, cookies, language, and more

  • Trigger your surveys on a specific frequency to ensure continuous feedback

Step 4. Integrate with your favorite tools (optional)

In the connect tab, you can also integrate your survey with other apps that you use on a daily basis. This is, of course, optional, but we highly recommend that you take advantage of this feature.

Essentially, integrations will help you automate processes and workflows. For example, you can create triggers based on survey responses to automate support tickets, task assignments, and personalized follow-up actions. The idea here is to have everything in one place, saving you time, improving efficiency, and ensuring that you act on customer feedback right away.

To give you a better idea of what you can do, here are some popular integrations that our customers use:

Hubspot -

The Surivcate and HubSpot integration allows you to:

  • Send responses to existing or new contact fields in real-time;

  • Act upon feedback to prevent churn or boost referrals;

  • Quickly jump to respondents' HubSpot profiles from the text (open-ended) answers;

  • Use Survicate contact forms to generate new leads in HubSpot

⚠️Bonus - with the new HubSpot App Cards feature, you can also:

  • Display a contact’s detailed Surivcate activity in their profile

  • Access their response in Survicate with one click from HubSpot

  • Send a piece of feedback from the contact to Inisghts Hub.

Find out more about the HubSpot integration here.

Salesforce -

The Surivcate and Salesforce integration allows you to:

  • Map survey responses to any field in your Salesforce Standard Objects (Lead, Contact, Company, Opportunity, Case, etc.) and any Custom Objects you created.

  • Embed surveys in emails sent upon closing a case to get feedback about your Support team's performance.

  • Generate new leads or contacts from your website with Survicate targeted contact forms right from your website.

  • Collect survey data to move leads along the pipeline

Find out more about the Salesforce integration here

Klaviyo -

The Surivcate and Klaviyo integration allows you to:

  • Update Klaviyo subscriber profiles with survey responses to any field of your choice in real-time;

  • Create automated campaigns based on survey responses as well as segment your email audience more effectively;

  • Create new leads in Klaviyo based on the Contact Form survey submissions.

Find out more about the Klaviyo integration here.

Survicate natively integrates with 80+ tools. If you didn’t see your favorite integration listed in these examples, don’t worry, here’s a full list.

Step 5. Launch your survey

And the most important step to get your survey out there is to launch it. In the Launch tab, if you haven’t done so already, you’ll need to install and configure our SDK. Here are the options you can choose from:

  • Get help installing Survicate - If you’re stuck, here’s a chance to input your developer’s e-mail address and send them the instructions so you can start running surveys in your mobile app

  • Install Survicate on your own - Survicate maintains and supports iOS, Android, React Native, Unity and Flutter apps. User data can be sent via the Segment integration.

Great, you’re to go now. Start your survey and gather customer insights right from your website or in-product. You can start it right awa or set a custom date to start your survey.

Step 6. Reap the benefits (and analyze)

Once you’ve collected some feedback, you’re ready to analyze it. Here’s a section dedicated to analyzing your data.

Case Studies and Examples

Curious how others are using their product satisfaction surveys? Here’s a collection of amazing customer success stories to spark some ideas and inspire you.

Packhelp

Packhelp leverages our product satisfaction surveys to drive growth and customer loyalty

By introducing product satisfaction surveys like NPS® and CSAT, Packhelp set up a continuous feedback loop, driving data-informed product and business decisions.

Key Achievements:

  • 2.5x company growth – Leveraged customer insights from Survicate to support rapid scaling.

  • +30,000 responses – Collected insights from customers across 30+ markets.

  • 84% CSAT score – Achieved high satisfaction ratings by acting on survey feedback.

  • €40M Series B funding – Data-driven decisions contributed to securing significant investment.

  • Integrated with Segment – Combined customer feedback with analytics for deeper insights.

Our product satisfaction surveys helped Packhelp refine product development, prioritize the right features, and re-engage customers more effectively.

PowerUs

PowerUs leverages product satisfaction surveys to validate its platform and drive user growth

Launching a new product in a niche market is challenging—especially when targeting audiences unfamiliar with online tools. PowerUs, a Berlin-based startup, tackled this challenge head-on by using continuous customer feedback to shape its platform for skilled blue-collar workers. By adopting our surveys early on, they were able to align their product strategy with real user needs.

Key Achievements:

  • +2,000 survey responses – Leveraged feedback to optimize platform features.

  • +46% Product-Market Fit – Used product/market fit surveys to validate business alignment with customer needs.

  • +40% NPS promoters – Achieved high satisfaction ratings by continuously acting on survey insights.

  • $10M Series A funding – Secured funding by showcasing strong product-market alignment.

  • Integrated with Slack & Google Sheets – Streamlined feedback collection and analysis for faster insights.

PowerUs uses NPS and product/market fit surveys to gather crucial feedback from both users and partners. This allows them to continually refine the platform and improve the user experience.

By leveraging our surveys, PowerUs has turned customer feedback into a key driver for product development, ensuring they stay in tune with their market and deliver a platform that truly resonates.

Vestd

Vestd leverages product satisfaction surveys to enhance user experience and optimize app development

For Vestd, a UK-based share scheme and equity management platform, ensuring a seamless user experience is crucial to their growth strategy. To achieve this, they combined quantitative data with qualitative insights using our surveys and FullStory session recordings. This approach helped them eliminate guesswork and make data-driven product decisions.

Key Achievements:

  • 250+ survey responses – Gathered insights to optimize app features and user journeys.

  • 88% CSAT score – Achieved high customer satisfaction by consistently acting on survey feedback.

  • 30+ targeted surveys – Used in-app surveys to collect feedback on specific features, reducing support tickets.

  • Integrated with FullStory – Combined survey responses with session recordings for a deeper understanding of user behavior.

By leveraging our in-app surveys, Vestd’s product team could quickly gather feedback and improve customer satisfaction.

Landing

Landing leverages product satisfaction surveys to stay in sync with its Gen Z community

For Gen Z, social media is all about authenticity and connection, not follower counts or curated feeds. That’s where Landing shines—offering a creative space that focuses on community and genuine interaction. To keep up with its users’ needs, Landing relies on Survicate surveys to gather continuous feedback and refine its platform.

Key Achievements:

  • 61.2% Product-Market Fit – Leveraged continuous feedback to enhance platform alignment with user needs.

  • 2x faster feature validation – Used Survicate to quickly iterate and validate new features.

  • +30% growth in Product-Market Fit – Achieved growth by listening closely to user feedback.

  • Integrated with FullStory and Segment – Combined session data and feedback for deeper user insights.

Our product-market fit surveys helped Landing gauge its value proposition and uncover what users truly wanted. By using Survicate, Landing has been able to align its product with Gen Z’s evolving expectations, driving authentic engagement and community growth.

Brainly

Brainly leverages product satisfaction surveys to optimize user engagement and refine marketing strategies

For Brainly, the world’s largest online learning community with over 300 million users, staying in tune with customer feedback is critical. To navigate the challenges of gathering insights at scale, Brainly turned to Survicate to collect and analyze feedback efficiently across multiple teams and regions.

Key Achievements:

  • 800+ surveys run – Collected nearly 2 million responses to guide product and marketing decisions.

  • 1.8x increase in blog traffic – Used feedback to create viral content that resonated with their user base.

  • 88% of parents reported improved grades for their children using Brainly, driving impactful marketing campaigns.

  • Integrated with Segment – Enabled precise targeting for surveys and refined audience insights.

Our surveys help Brainly’s teams, from product to marketing, gather actionable data.

By leveraging Survicate, Brainly creates high-impact content, optimizes its value proposition, and maintains a strong connection with its vast user community.

FAQ

Analysis questions

How can I identify key trends from product satisfaction survey results?

Insights Hub! Use it to analyze responses, it helps you identify common themes and sentiments in open-text feedback. Additionally, you can segment responses by customer type, product version, or other attributes to uncover specific trends. Check out more on that in this section.

What should I do if product satisfaction scores are declining?

Start by analyzing the feedback from respondents who gave low scores. Use Research Assistant to identify common pain points and address these issues through product improvements or proactive customer communication.

Advanced questions

Can I measure satisfaction for specific product features instead of the entire product?

Yes. You can design your survey to focus on specific features by using targeted questions. For example, include matrix questions to assess satisfaction across multiple features in one survey.

Survey engagement questions

What can I do to re-engage customers who have not responded to my product satisfaction survey?

Send a follow-up email or message reminding them to complete the survey. And make sure to personalize the message to highlight the importance of their feedback.

Tools and integrations

What integrations can I use with Survicate to enhance product satisfaction survey analysis?

More on that in this section.

Net Promoter, NPS, and the NPS - related emoticons are registered U.S. trademarks, and Net Promoter Score and Net Promoter System are service marks, of Bain & Company, Inc., Satmetrix Systems, Inc. and Fred Reichheld.

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