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6 great ways to use Surveys
6 great ways to use Surveys

Learn how to capture customer feedback and data.

Brian Byrne avatar
Written by Brian Byrne
Updated over a week ago

From Marketing, to Support, to Sales, and more - your entire business will benefit from asking your customers questions. Here are 6 ways you can use Surveys to capture and act on customer insights. Plus, they’re all templates you can choose from when making your survey!

#1 NPS®

Capture and measure customer sentiment.

Why you’ll love it:

  • Simple to create - 2 questions only.

  • Quick for users to complete - most customers complete in 60 sec or less.

  • Data powers follow-up actions - notify Customer Success about detractors for follow-up.

  • Easy to analyze and interpret results.

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

#2 Onboarding discovery

Learn more about your customer and their goals at the start of their customer journey.

Why you’ll love it:

  • Increase new user activation - tailor product tours and more to their roles, skill level, etc.

  • Provide your team with more information about your customers to provide a more personalized experience.

#3 Capture new product demand

Identify customer needs and wants to help drive product development.

Why you’ll love it:

  • Learn which product gaps are most important to your customers.

  • Evaluate which segments products should be built for and marketed to.

  • Find potential customers for betas.

#4 Measure product or feature satisfaction

Get a pulse on what customers think about your product or service.

Why you’ll love it:

  • Get more concentrated and detailed feedback from customers in the moment

  • Quickly uncover areas that are in need of improvement

  • Drive adoption with follow-up campaigns.

#5 Capture visitor intent and generate leads

Build out your lead profiles by capturing more information at the start of their journey.

Why you’ll love it:

#6 Understand why customers are churning

Discover why customers decide to no longer use your product or service.

Why you’ll love it:

  • Identify possible next steps to increase your retention rate.

  • Provide one last touchpoint with CS to win-back customers.


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