Improve Your Onboarding Flow Experience
Validate usability across your wireframes and prototypes with real users early on. Use this pre-built template to capture valuable feedback on accessibility and user experience so you can see what’s working (and what isn’t).
What is an Onboarding Survey?
Onboarding surveys are used by businesses to understand the needs of a new client and ensure they have the information required to work together. Once a client comes on board, an onboarding experience is the first step of building customer loyalty. It is an effective way to build confidence in your product through asking the right questions and gathering user insights. This also ensures the experience is aligned to user needs and product flows are improved accordingly.
Onboarding surveys are typically questionnaires to capture user experience about the product usage and any additional feedback they might have. Using a template for the survey makes the process easier while saving time.
Benefits of using an Onboarding Survey
Collect Relevant Data: Creating a well-designed onboarding survey ensures the right data is collection to correctly assess user needs and preferences. This data can contribute to marketing and product development efforts to ensure alignment with a user and their related business.
Improve User Experience: Onboarding surveys can also be used to familiarize a client with your product. A thoughtful onboarding survey can bring in the right user feedback which improves product flows and user experience.
Increase Product Adoption: It follows that a user with a good experience of your product would have a better impression of your brand. Identifying the challenges after a survey and making the necessary course correction would also contribute to make the user experiences better, leading to increased adoption of your product.
Build Customer Loyalty: Templatizing an onboarding experience builds client confidence by showing smooth operation of processes. Users can also be familiarized to products through onboarding surveys.
Consistent process/ Customization: Having a survey template standardizes your survey process by ensuring similar support is extended to all new users. This also gives you time to focus on customized and more relevant user issues by eliminating the need for creating each process from scratch.
What does an Onboarding Survey Template include?
1
Log into
Qatalyst
With lots of unique blocks, you can easily build a page without coding.
2
Click on Study templates
With lots of unique blocks, you can easily build a page without coding.
3
Start from scratch
With lots of unique blocks, you can easily build a page without coding.
4
Add blocks to the content
With lots of unique blocks, you can easily build a page without coding.
5
Saving the Template
With lots of unique blocks, you can easily build a page without coding.
6
Publish the Template
With lots of unique blocks, you can easily build a page without coding.
Below is an advanced onboarding survey template in Entropik’s Qatalyst containing 5 different questions blocks for you to learn, improve, and streamline your onboarding flow. It already includes sample survey questions which are further customizable according to requirements.
How to use this Onboarding Survey Template?
1
Log into
Qatalyst
With lots of unique blocks, you can easily build a page without coding.
2
Click on Study templates
With lots of unique blocks, you can easily build a page without coding.
3
Start from scratch
With lots of unique blocks, you can easily build a page without coding.
4
Add blocks to the content
With lots of unique blocks, you can easily build a page without coding.
5
Saving the Template
With lots of unique blocks, you can easily build a page without coding.
6
Publish the Template
With lots of unique blocks, you can easily build a page without coding.
Follow the steps below to conduct an onboarding survey with Qatalyst:
Once a test is set up, click on Publish and share the test with internal or external respondents through a test link or QR code.
Best practices for Onboarding Surveys
1
Log into
Qatalyst
With lots of unique blocks, you can easily build a page without coding.
2
Click on Study templates
With lots of unique blocks, you can easily build a page without coding.
3
Start from scratch
With lots of unique blocks, you can easily build a page without coding.
4
Add blocks to the content
With lots of unique blocks, you can easily build a page without coding.
5
Saving the Template
With lots of unique blocks, you can easily build a page without coding.
6
Publish the Template
With lots of unique blocks, you can easily build a page without coding.
1. Short and sweet: While a comprehensive survey might provide a lot of information, it can also cause users to drop out and not finish the survey due to sheer boredom and annoyance. The idea is to make an onboarding survey as short and to the point as possible.
2. Avoid biased or vague questions: Biased or unreliable data take away the objective of a survey where you are trying to find relevant answers. Neutral language should be used, and assumptions should be avoided to ensure data is not biased. Questions should be specific and should not be too open-ended to avoid vague answers which might be pointless.
3. Gather qualitative and quantitative data: Blocks like Linear scale and Multiple-Choice Questions are quantifiable and close-ended and help gather specific user feedback. On the other hand, short answer blocks tend to be more open-ended in nature and help researchers gain more detailed context. Together, both these methods provide a comprehensive view of user experience.
4. Test the survey: Before launching a test, ensure questions are reviewed and tested by a small group. This ensures the survey works as intended and gives a preview of how the survey is going to work once it goes live.
5. Iterate and Improve: Based on test feedback (internal/external), there should be continuous changes and improvements in place to ensure users have a seamless experience.
1
Log into
Qatalyst
With lots of unique blocks, you can easily build a page without coding.
2
Click on Study templates
With lots of unique blocks, you can easily build a page without coding.
3
Start from scratch
With lots of unique blocks, you can easily build a page without coding.
4
Add blocks to the content
With lots of unique blocks, you can easily build a page without coding.
5
Saving the Template
With lots of unique blocks, you can easily build a page without coding.
6
Publish the Template
With lots of unique blocks, you can easily build a page without coding.
Frequently asked questions
Related Templates
%20Test.svg)
Welcome Screen
Welcome Screen
How easy was it to get started with [product]?
Likert Scale
What did you find most helpful on your journey?
Short Answer
What could have been better?
Short Answer
What was difficult about getting started with [product]?
Short Answer
Thank you
Thank you Screen
Improve Your Onboarding Flow Experience
Validate usability across your wireframes and prototypes with real users early on. Use this pre-built template to capture valuable feedback on accessibility and user experience so you can see what’s working (and what isn’t).
What is an Onboarding Survey?
Onboarding surveys are used by businesses to understand the needs of a new client and ensure they have the information required to work together. Once a client comes on board, an onboarding experience is the first step of building customer loyalty. It is an effective way to build confidence in your product through asking the right questions and gathering user insights. This also ensures the experience is aligned to user needs and product flows are improved accordingly.
Onboarding surveys are typically questionnaires to capture user experience about the product usage and any additional feedback they might have. Using a template for the survey makes the process easier while saving time.
Benefits of using an Onboarding Survey
Collect Relevant Data: Creating a well-designed onboarding survey ensures the right data is collection to correctly assess user needs and preferences. This data can contribute to marketing and product development efforts to ensure alignment with a user and their related business.
Improve User Experience: Onboarding surveys can also be used to familiarize a client with your product. A thoughtful onboarding survey can bring in the right user feedback which improves product flows and user experience.
Increase Product Adoption: It follows that a user with a good experience of your product would have a better impression of your brand. Identifying the challenges after a survey and making the necessary course correction would also contribute to make the user experiences better, leading to increased adoption of your product.
Build Customer Loyalty: Templatizing an onboarding experience builds client confidence by showing smooth operation of processes. Users can also be familiarized to products through onboarding surveys.
Consistent process/ Customization: Having a survey template standardizes your survey process by ensuring similar support is extended to all new users. This also gives you time to focus on customized and more relevant user issues by eliminating the need for creating each process from scratch.
What does an Onboarding Survey Template include?
1
Log into
Qatalyst
With lots of unique blocks, you can easily build a page without coding.
2
Click on Study templates
With lots of unique blocks, you can easily build a page without coding.
3
Start from scratch
With lots of unique blocks, you can easily build a page without coding.
4
Add blocks to the content
With lots of unique blocks, you can easily build a page without coding.
5
Saving the Template
With lots of unique blocks, you can easily build a page without coding.
6
Publish the Template
With lots of unique blocks, you can easily build a page without coding.
Below is an advanced onboarding survey template in Entropik’s Qatalyst containing 5 different questions blocks for you to learn, improve, and streamline your onboarding flow. It already includes sample survey questions which are further customizable according to requirements.
How to use this Onboarding Survey Template?
1
Log into
Qatalyst
With lots of unique blocks, you can easily build a page without coding.
2
Click on Study templates
With lots of unique blocks, you can easily build a page without coding.
3
Start from scratch
With lots of unique blocks, you can easily build a page without coding.
4
Add blocks to the content
With lots of unique blocks, you can easily build a page without coding.
5
Saving the Template
With lots of unique blocks, you can easily build a page without coding.
6
Publish the Template
With lots of unique blocks, you can easily build a page without coding.
Follow the steps below to conduct an onboarding survey with Qatalyst:
Once a test is set up, click on Publish and share the test with internal or external respondents through a test link or QR code.
Best practices for Onboarding Surveys
1
Log into
Qatalyst
With lots of unique blocks, you can easily build a page without coding.
2
Click on Study templates
With lots of unique blocks, you can easily build a page without coding.
3
Start from scratch
With lots of unique blocks, you can easily build a page without coding.
4
Add blocks to the content
With lots of unique blocks, you can easily build a page without coding.
5
Saving the Template
With lots of unique blocks, you can easily build a page without coding.
6
Publish the Template
With lots of unique blocks, you can easily build a page without coding.
1. Short and sweet: While a comprehensive survey might provide a lot of information, it can also cause users to drop out and not finish the survey due to sheer boredom and annoyance. The idea is to make an onboarding survey as short and to the point as possible.
2. Avoid biased or vague questions: Biased or unreliable data take away the objective of a survey where you are trying to find relevant answers. Neutral language should be used, and assumptions should be avoided to ensure data is not biased. Questions should be specific and should not be too open-ended to avoid vague answers which might be pointless.
3. Gather qualitative and quantitative data: Blocks like Linear scale and Multiple-Choice Questions are quantifiable and close-ended and help gather specific user feedback. On the other hand, short answer blocks tend to be more open-ended in nature and help researchers gain more detailed context. Together, both these methods provide a comprehensive view of user experience.
4. Test the survey: Before launching a test, ensure questions are reviewed and tested by a small group. This ensures the survey works as intended and gives a preview of how the survey is going to work once it goes live.
5. Iterate and Improve: Based on test feedback (internal/external), there should be continuous changes and improvements in place to ensure users have a seamless experience.
1
Log into
Qatalyst
With lots of unique blocks, you can easily build a page without coding.
2
Click on Study templates
With lots of unique blocks, you can easily build a page without coding.
3
Start from scratch
With lots of unique blocks, you can easily build a page without coding.
4
Add blocks to the content
With lots of unique blocks, you can easily build a page without coding.
5
Saving the Template
With lots of unique blocks, you can easily build a page without coding.
6
Publish the Template
With lots of unique blocks, you can easily build a page without coding.
Frequently asked questions
Related Templates
Welcome Screen
Welcome Screen
How easy was it to get started with [product]?
Likert Scale
What did you find most helpful on your journey?
Short Answer
What could have been better?
Short Answer
What was difficult about getting started with [product]?
Short Answer
Thank you
Thank you Screen