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6 great ways to use Surveys

Learn how to capture customer feedback and data.

Brian Byrne avatar
Written by Brian Byrne
Updated over 10 months 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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