Product Onboarding Feedback Questions and Best Practices

Product Onboarding Feedback Questions and Best Practices cover

If you aren’t collecting product onboarding feedback, you are missing out on a lot of valuable insights that can help you perfect your onboarding.

As a SaaS company, it’s important to remember onboarding isn't a one-time set-and-forget thing but a process that needs ongoing improvement.

And what better way to improve your onboarding than to listen to the people for whom you designed it?

In this guide, we’ll go over some product onboarding collection best practices!

TL;DR

  • Product onboarding feedback consists of insights collected from users during or after the onboarding process.
  • You should collect this feedback to improve onboarding flows, personalize product experiences, and increase customer satisfaction.
  • When collecting onboarding feedback, you should avoid biased questions that mislead users and lead to skewed data.
  • It’s important to combine qualitative and quantitative data, so you have a comprehensive
  • Another important best practice is triggering surveys contextually right after specific milestones to ensure the experience is still fresh in the user’s mind.
  • You should supplement your active surveys by using passive feedback collection methods to avoid disrupting the user experience.
  • Product onboarding feedback is only valuable if you actually implement the feedback and follow up with users to close the feedback loop.
  • Userpilot lets you collect product onboarding feedback using our 14 in-app survey templates or building surveys from scratch. You can also use our AI-powered content localization to extend your reach.
  • Userpilot's user segmentation capabilities allow you to target specific user groups with your surveys. For example, that could be improving the onboarding experience for trial users.
  • Our comprehensive survey analytics lets you monitor responses at a glance instead of having to look through each answer manually.
  • To further see how Userpilot surveys work, sign up for a demo with our team!

What is product onboarding feedback?

Product onboarding feedback is insights collected from users during and/or after the onboarding process.

Feedback collection usually starts right after a user starts their trial and concludes upon the completion of their onboarding tasks.

Why should you collect product onboarding feedback?

There are many benefits to collecting product onboarding feedback.

Collecting feedback allows you to identify gaps in your onboarding strategy, improve your flows based on user insights, and ensure they are aligned with user expectations.

By virtue of improving onboarding and personalizing the experience, you'll be able to boost customer satisfaction levels amongst your users. This, in turn, builds trust and reduces churn.

Product onboarding feedback collection best practices

Now that you know why it’s important to collect product onboarding feedback, let’s go over the best practices for doing so.

Use different methods for collecting customer feedback

Gathering feedback from a collection of different sources will help you get a more accurate look into the state of onboarding at your company.

After all, larger sample sizes and channel diversity ensure that every user gets the opportunity to voice their opinions of your onboarding process.

There are a few methods for collecting customer feedback that you can explore:

  • Surveys. There are several types of surveys you can use across the customer journey to collect different insights such as Net Promoter Score, customer effort score, and customer satisfaction survey.
  • Interviews. Interviews are a great way of collecting thorough and detailed feedback from a selected number.
  • Heatmaps. Heatmaps show areas of low and high engagement, revealing how users perceive certain elements of the product. For example, if users don’t click on a certain feature, you can interpret it as them not finding enough value in it.
  • Analytics. Product analytics is a type of passive feedback that offers quantitative metrics rather than qualitative responses. For instance, you create user funnels and monitor completion to understand how effective your onboarding flow is to users.
Userpilot funnel analysis
Funnel analysis in Userpilot.

Avoid bad customer onboarding survey questions

The key to avoiding survey bias is to steer clear of "bad questions" that nudge respondents towards a particular answer or make it difficult to interpret the question being asked.

Here are a few examples of questions that you shouldn't ask your users:

  • Leading questions. Leading questions are questions that either prompt or encourage a desired answer from respondents. Some leading questions may not imply the desired answer but influence the respondent's thinking in order to achieve it.
  • Loaded questions. Loaded questions use inflammatory assumptions that make the respondent more or less likely to agree with a certain stance.
  • Double-barrelled questions. Double-barrelled questions are questions that ask about two or more topics but only allow a single response. An example would be "Do you like our product and are you willing to pay more for it?" where there are clearly two separate matters being touched upon.
  • Biased questions. There are many types of bias in surveys, and various questions can fall under the umbrella of a "biased question." However, some questions are inherently biased rather than merely biased as a result of the way they've been phrased.
  • Questions with double negatives. Double negatives may not be intentionally biased but they do make it difficult for respondents to understand the question and answer appropriately — e.g. "Do you not dislike the onboarding experience?" rather than just "Did you like the onboarding experience?"

Complement quantitative data with qualitative feedback

While quantitative data is easier to gather and analyze, it's crucial that you back these metrics with in-depth responses from users.

Asking open-ended questions will help you understand the thought process behind scalar responses and uncover actionable suggestions from your user base.

NPS follow-up questions
NPS survey in Userpilot.

Trigger surveys contextually throughout the customer onboarding process

There's an art and science to triggering user onboarding surveys in order to get the highest response rates while maintaining accuracy.

In general, triggering surveys after specific events will help you get the most accurate insights since the memory is still fresh while also yielding higher response rates.

Contextual survey triggers
Contextual survey triggers in Userpilot.

These post-event surveys should be reserved for key milestones such as completing account creation, primary onboarding, or publishing their first project.

An example of this would be triggering a customer satisfaction survey right after a new user completes the product tour.

Distribute your customer onboarding surveys via different channels

Spreading your surveys across a multitude of channels will help you maximize the number of users that you're able to reach. This avoids any skewed results that could result from smaller sample sizes — especially in user bases that contain a loud minority.

The three main channels for conducting onboarding surveys are in-app, SMS, and email:

  • In-app. In-app surveys are the most reliable method for gathering feedback from your customers since they generate the highest response rates by virtue of existing within the product itself. However, you should still avoid becoming fully reliant on them as your sole feedback channel.
  • SMS. While SMS marketing isn't as common as it once was, it's a reliable way to reach customers on their smartphones immediately after they hit an onboarding milestone or have an interaction with one of your representatives.
  • Email. Email has been the most common delivery method for surveys over the past two decades. In order to make email surveys more contextually timed, you can use webhooks to send them out in response to specific in-app activity.
Webhook integrations
Webhook integrations in Userpilot.

Use passive feedback collection methods

While gathering feedback is an essential step in optimizing your onboarding program, it's important not to get in the way of new users. Passive feedback collection doesn't disrupt the user experience and instead gives them the option to initiate a response at their own convenience.

As such, passive customer feedback should be used in addition to more active collection methods to strike a balance between extracting insights without hindering the advancement of new customers.

One example of passive feedback is Miro blending micro surveys into the interface.

Because the survey blends in naturally with the interface and users can rate their experience at any time, it ensures they always have the option to share their feedback without ever getting in the way of the user experience.

Passive customer feedback
Source: Miro.

Another way of collecting passive feedback is incorporating always-on feedback widgets into the knowledge base. Although the feedback collected with this method might not be strictly onboarding-related, it’s still a way of showing users you are always open to feedback.

Feedback widget
Feedback widget in Userpilot.

Implement the feedback and close the loop

You are not collecting feedback just for the sake of collecting it. It’s important to take feedback seriously and act on it to improve your product.

But that’s not how this all ends. You also need to deliberately communicate with the users and provide them closure on how their feedback was used.

Let’s say a user answered an onboarding survey that there is a bug in the product that prevents them from using one of the core features.

The right way of handling this is to solve the bug as soon as possible and send an in-app message to the user, notifying them that the requested changes have been implemented.

Announcement modal
Announcement modal in Userpilot.

How to collect product onboarding feedback with Userpilot

One of the easiest ways to collect product onboarding feedback is using no-code platforms like Userpilot. The sections below will give you a brief walkthrough of how to collect product onboarding feedback with Userpilot!

Customize onboarding survey templates or create from scratch

Userpilot has a selection of 14 survey templates to choose from, including templates for CSAT surveys, CES surveys, and PMF surveys. Each template can be customized to your needs without writing a single line of code.

You can choose the colors, and fonts, add conditional logic, and even progress bars.

Survey templates
Survey templates in Userpilot.

You'll also be able to add radio buttons, text input fields, smiley face rating scales, and various other types of survey questions. These customization options give you as much flexibility as you need to create the surveys you envision.

Localize your customer onboarding survey to increase response rates

Because Userpilot has AI-powered content localization capabilities, you can automatically localize your surveys based on which language a particular user or segment speaks.

This makes surveys feel more relevant and eliminates the language barrier that may discourage certain users from responding.

Onboarding survey localization
Onboarding survey localization in Userpilot.

Gather in-app feedback from different segments

By targeting your surveys to certain user segments, you'll be able to gather highly specific feedback from the right set of users.

For instance, you could create a custom segment consisting exclusively of free trial users and then send them an in-app survey on their trial experience.

User segmentation dashboard
User segmentation in Userpilot.

Tag qualitative survey responses to identify trends in the data

Because qualitative responses are harder to categorize than quantitative data, you should be actively identifying themes that correlate with particularly positive/negative feedback.

This will help you determine which issues are most urgent and clarify which problems you should prioritize solving first.

In Userpilot, you can do this by tagging NPS responses and identifying the most common ones among detractors.

NPS response analysis
NPS response analysis in Userpilot.

Get insights into survey analytics with a comprehensive dashboard

Looking at the individual answers for each survey manually is an extremely time-consuming endeavor.

Instead, you can use our robust survey analytics to monitor answers, glance at recent responses, and see visual representations of the latest data-backed insights.

Survey analytics
Survey analytics in Userpilot.

Conclusion

As you can see, product onboarding feedback is an invaluable resource, but you need to be cautious about when, where, and how you gather this data.

If you follow the best practices in this guide then you'll already be one step closer to extracting actionable insights from your customers.

Want to start collecting in-app feedback code-free? Get your free Userpilot demo, and we’ll teach you how!

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