Onboarding survey template
Get to know each new user’s role, goal and first take on setup, so onboarding fits them and you fix what slows people down.
What’s in this template
- Tell us what you’re here for — Seven quick questions so we can tailor your start. About three minutes.Welcome
- 1What’s your role? (optional)Single choice
- 2How many people are on your team? (optional)Single choice
- 3What’s the main thing you want to get done with our product?Long text
- 4How did you hear about us? (optional)Dropdown
- 5How easy was it to get set up? (optional)Scale
- 6What made setup difficult? (optional)Long text
- 7What email did you sign up with? (optional)Email
- Thanks, and welcome. We’ll use this to point you to what fits your goal.Ending
Who it’s for
- SaaS teamsShape each new user’s first week around their role and what they came to do.
- Customer success managersKnow what a new account wants to achieve before the kickoff call.
- Growth teamsSee which channels bring sign-ups and where the first steps feel rough.
Make it yours
- Use the templateIt becomes a draft in your workspace, named after the template, with its welcome screen and background. Nothing is published yet.
- Edit any questionReword it, change the answer type, add or remove screens, pick another background. The preview updates as you type.
- Publish and share the linkOne link, one question per screen, on any device. Answers land in your Responses tab.
Questions people ask
When should I send it?
Right after sign-up, while the first steps are fresh. Ribbit doesn’t email it for you, so put the link in your own welcome email or on the screen people see after they create an account.
Why does it ask for the email people signed up with?
The form is answered by link, so the email is how you match answers to accounts. It’s optional; delete it if you don’t need to match them.
What happens if setup was hard?
Anyone who rates setup 1 or 2 is asked what made it difficult; everyone else skips that question. You can change the rule in the editor.
Can I change the questions?
Yes. Using the template makes a draft you can change completely: rename the roles to match your customers, add a question about the tools they use today, or remove what you don’t need.
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Make the onboarding survey yours.
Free · 7 questions · about 3 minutes. Sign in with your email and the draft is waiting.