{"id":13521,"date":"2022-08-02T21:18:45","date_gmt":"2022-08-02T21:18:45","guid":{"rendered":"https:\/\/userpilot.com\/blog\/automated-surveys\/"},"modified":"2026-04-06T07:03:29","modified_gmt":"2026-04-06T07:03:29","slug":"automated-surveys","status":"publish","type":"post","link":"https:\/\/userpilot.com\/blog\/automated-surveys\/","title":{"rendered":"How to Launch Automated Surveys in SaaS"},"content":{"rendered":"<h2 id=\"ah0b0\"><strong>What are automated surveys?<\/strong><\/h2>\n<p>Automated surveys are <a href=\"https:\/\/userpilot.com\/blog\/customer-feedback-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">feedback forms<\/a> triggered for the right user at the right time through predefined workflows.<\/p>\n<p>In your survey automation workflow, set specific conditions the ideal respondent must meet before the survey pops up on their screen.<\/p>\n<p>Some actions you can specify as triggers in your automation software are:<\/p>\n<ul>\n<li>completing a milestone [e.g. onboarding].<\/li>\n<li>contacting support.<\/li>\n<li>upgrade or <a href=\"https:\/\/userpilot.com\/blog\/cancellation-flow-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">cancellation of subscription<\/a>.<\/li>\n<\/ul>\n<p>The triggers may vary depending on the data you want to capture but using advanced segmentation will ensure your surveys are contextual.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/segmentation-userpilot-automated-surveys_47fdbed8673958c7b202574ca9e4dae3_800.png 1x, https:\/\/images.storychief.com\/account_6827\/segmentation-userpilot-automated-surveys_47fdbed8673958c7b202574ca9e4dae3_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/segmentation-userpilot-automated-surveys_47fdbed8673958c7b202574ca9e4dae3_800.png 1x, https:\/\/images.storychief.com\/account_6827\/segmentation-userpilot-automated-surveys_47fdbed8673958c7b202574ca9e4dae3_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/segmentation-userpilot-automated-surveys_47fdbed8673958c7b202574ca9e4dae3_800.png\" alt=\"segmentation-userpilot-automated-surveys\" \/><\/picture><\/figure>\n<h2 id=\"c9fvd\"><strong>What are the benefits of automating surveys?<\/strong><\/h2>\n<p>Before we start dissecting the ways you can launch an automated survey, let\u2019s talk about why they\u2019re important for SaaS.<\/p>\n<h3 id=\"2l5o8\"><strong>Survey automation saves time<\/strong><\/h3>\n<p>Every minute spent collecting customer insights manually is one your team could have used to <a href=\"https:\/\/userpilot.com\/blog\/product-improvement-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">enhance your product<\/a> and meet customer expectations.<\/p>\n<p>A survey automation tool speeds up the market research process by reducing the time and workforce needed.<\/p>\n<p>This allows you to focus on analyzing and acting on the survey responses.<\/p>\n<h3 id=\"4kdcc\"><strong>Forget about human errors with automated surveys<\/strong><\/h3>\n<p>Humans make mistakes. Your team members may forget to send a post-purchase survey to a few customers or even fail to add some survey responses to the analytics sheet.<\/p>\n<p>This leads to incomplete data, which may influence wrong product decisions on your part.<\/p>\n<p>On the other hand, an automated survey process promises consistent and reliable customer insights.<\/p>\n<h3 id=\"acba\"><strong>Reduce cost with automated surveys<\/strong><\/h3>\n<p>Automated surveys save money for your company which can be repurposed for more critical projects.<\/p>\n<p>For one, the development team can focus on other projects instead of coding new surveys whenever you want customers\u2019 feedback.<\/p>\n<p>Also, most survey automation tools allow you to embed surveys in-app or in users\u2019 emails, saving you the cost of using different tools for various feedback channels.<\/p>\n<p>Finally, another way a survey tool can cut costs is that you can collect and analyze data in one place. Custom coded surveys, on the other hand, send all your customers\u2019 inputs into large databases, which need to be exported before <a href=\"https:\/\/userpilot.com\/blog\/feedback-management-system\/\" target=\"_blank\" rel=\"noopener noreferrer\">feedback analysis<\/a>.<\/p>\n<h3 id=\"1fb82\"><strong>Get higher response rates with in-app automated surveys<\/strong><\/h3>\n<p>Sending a survey to the right user at the right time [i.e. when they complete an action in your product] increases the likelihood of the survey being filled out.<\/p>\n<p>That\u2019s because in-app automated surveys require little to no effort from your respondents, unlike emails that make them leave the app and may even redirect them to a new page.<\/p>\n<h2 id=\"em484\"><strong>In-app surveys vs. email survey automation<\/strong><\/h2>\n<p>Sending in-app surveys far outweighs collecting feedback using email.<\/p>\n<p>Why?<\/p>\n<p>Firstly, you can trigger in-app microsurveys based on specific user actions mapped out in your workflow. For example, instead of asking all your users how they feel about a new feature even when they haven\u2019t used it, an in-app feature survey will only be triggered for customers who have interacted with that feature.<\/p>\n<p>Another benefit of in-app automated surveys is that they have a higher completion rate as they are timely and contextual.<\/p>\n<p>That&#8217;s because there\u2019s little to no lag between the customer experience and the point of feedback, users will have a better recollection of their experience and can give fresh insights.<\/p>\n<p>A <a href=\"https:\/\/userpilot.com\/blog\/microsurveys-saas-product\/\" target=\"_blank\" rel=\"noopener noreferrer\">microsurvey<\/a>, like the one Jira uses, is a common example of an in-app survey.<\/p>\n<p>After the user interacts with a specific feature, Jira\u2019s feature survey which contains one qualitative and quantitative question is automatically triggered to gather specific insights from qualified respondents.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/jira-automated-survey_476c0a14efc443e21ede1a5b6b6ec37b_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/jira-automated-survey_476c0a14efc443e21ede1a5b6b6ec37b_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/jira-automated-survey_476c0a14efc443e21ede1a5b6b6ec37b_800.png\" alt=\"in-app automated survey\" \/><\/picture><\/figure>\n<p>In comparison, email surveys typically have a lower response rate than in-app surveys.<\/p>\n<p>First, your email may end up in the spam folder, users might notice the email too late or even ignore it entirely due to <a href=\"https:\/\/userpilot.com\/blog\/survey-fatigue\/\" target=\"_blank\" rel=\"noopener noreferrer\">survey fatigue<\/a><\/p>\n<p>But, pushing automated surveys via email is a great way to reach customers who aren\u2019t regular users of your app.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/wise-email-automated-survey_a9b73e63137c89d879c3d15ce32bd0d5_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/wise-email-automated-survey_a9b73e63137c89d879c3d15ce32bd0d5_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/wise-email-automated-survey_a9b73e63137c89d879c3d15ce32bd0d5_800.png\" alt=\"wise's automated survey via email\" \/><\/picture><\/figure>\n<h2 id=\"72j3g\"><strong>Types of automated surveys you can use in SaaS<\/strong><\/h2>\n<p>There are six types of automated surveys you can use to capture <a href=\"https:\/\/userpilot.com\/blog\/user-feedback\/#:~:text=Using%20Userpilot%20you%20can%20segment,concerns%20using%20the%20same%20tool.&amp;text=All%20this%20makes%20collecting%20and,feedback%20a%20painless%2C%20smooth%20process.\" target=\"_blank\" rel=\"noopener noreferrer\">user feedback<\/a>:<\/p>\n<ul>\n<li><a href=\"https:\/\/userpilot.com\/blog\/onboarding-survey-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">Onboarding surveys<\/a><\/li>\n<li>CES surveys<\/li>\n<li>Feature surveys<\/li>\n<li><a href=\"https:\/\/userpilot.com\/blog\/nps-survey-best-practices-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">NPS surveys<\/a><\/li>\n<li>Passive surveys<\/li>\n<li><a href=\"https:\/\/userpilot.com\/blog\/user-offboarding-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">Offboarding\/exit surveys<\/a><\/li>\n<\/ul>\n<p>Now let\u2019s discuss each in more detail.<\/p>\n<h3 id=\"6ljua\"><strong>Collect customer data with automated customer onboarding surveys<\/strong><\/h3>\n<p>A famous Hubspot quote says, \u201cyour onboarding program sets the tone for your ongoing relationship with your customers.\u201d<\/p>\n<p>There\u2019s nothing truer.<\/p>\n<p>Gathering customer data through an <a href=\"https:\/\/userpilot.com\/blog\/good-onboarding-surveys\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding survey<\/a>, helps you segment your users, and trigger relevant product experiences for them later based on their needs. Create <a href=\"https:\/\/userpilot.com\/blog\/userpilot-for-mobile-onboarding\/\" target=\"_blank\" rel=\"noopener\">mobile-first onboarding flows<\/a> and customize welcome screens to deliver personalized messaging.<\/p>\n<p>Notice how simple Postfity\u2019s automated survey looks. The feedback form on the welcome screen not only requests insights from the new customer but also prompts them to get started with the product.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/postfity-onboarding-survey_b416a7b66de724712e72dea87727ba17_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/postfity-onboarding-survey_b416a7b66de724712e72dea87727ba17_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/postfity-onboarding-survey_b416a7b66de724712e72dea87727ba17_800.png\" alt=\"postfity automated onboarding survey\" \/><\/picture><\/figure>\n<h3 id=\"bqoh4\"><strong>Launch automated surveys to measure the customer effort score<\/strong><\/h3>\n<p>The effort required to complete an action determines whether a customer will continue to use your product. Users perform numerous activities daily within your product, some of which are:<\/p>\n<ul>\n<li>engaging with self-service resources<\/li>\n<li>contacting customer support<\/li>\n<li>upgrading their pricing plan<\/li>\n<li>or even interacting with the various features<\/li>\n<\/ul>\n<p>Tracking the perceived effort on these tasks using manual surveys will only waste your time.<\/p>\n<p>But with a <a href=\"https:\/\/userpilot.com\/blog\/customer-effort-score\/\" target=\"_blank\" rel=\"noopener noreferrer\">CES survey<\/a> triggered immediately after a user completes an action, you can measure how easy it is to use your product. <a href=\"https:\/\/userpilot.com\/blog\/mobile-surveys\/\" target=\"_blank\" rel=\"noopener\">Mobile surveys<\/a> are also a quick way to measure customer satisfaction and gather real-time feedback.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/customer-effort-score-automated-survey_718677fb4511e50d8c1413afe6e20027_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/customer-effort-score-automated-survey_718677fb4511e50d8c1413afe6e20027_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/customer-effort-score-automated-survey_718677fb4511e50d8c1413afe6e20027_800.png\" alt=\"CES automated survey\" \/><\/picture><\/figure>\n<h3 id=\"6m03l\"><strong>Collect customer feedback on specific features<\/strong><\/h3>\n<p>As a product manager, you already know that a SaaS product is never truly finished.<\/p>\n<p>In order to identify flaws in newly launched or existing features, automatically trigger a <a href=\"https:\/\/userpilot.com\/blog\/feature-surveys-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">survey<\/a> after a customer interacts with that feature for the first time.<\/p>\n<p>Then, gather and analyze their <a href=\"https:\/\/userpilot.com\/blog\/user-feedback\/#:~:text=Using%20Userpilot%20you%20can%20segment,concerns%20using%20the%20same%20tool.&amp;text=All%20this%20makes%20collecting%20and,feedback%20a%20painless%2C%20smooth%20process.\" target=\"_blank\" rel=\"noopener noreferrer\">feedback<\/a> to see how you can fine-tune the feature for your audience.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/userpilot-automated-feature-survey_ce4e34b102c72b12545ea841f3180138_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/userpilot-automated-feature-survey_ce4e34b102c72b12545ea841f3180138_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/userpilot-automated-feature-survey_ce4e34b102c72b12545ea841f3180138_800.png\" alt=\"Userpilot automated survey \" \/><\/picture><\/figure>\n<h3 id=\"e4g01\"><strong>Conduct NPS surveys to measure customer loyalty<\/strong><\/h3>\n<p>When you leverage automation to push <a href=\"https:\/\/userpilot.com\/blog\/nps-survey-software\/\" target=\"_blank\" rel=\"noopener noreferrer\">NPS surveys<\/a>, you can effectively measure customer loyalty.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/Userpilot-NPS-survey_67b7dcc0af5e061c8f258a95de600e08_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/Userpilot-NPS-survey_67b7dcc0af5e061c8f258a95de600e08_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/Userpilot-NPS-survey_67b7dcc0af5e061c8f258a95de600e08_800.png\" alt=\"userpilot NPS survey\" \/><\/picture><\/figure>\n<p>Then tag qualitative survey responses and identify common themes that are correlated with a low NPS score. Use those insights to reach out to detractors and help reduce friction.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/NPS-survey-tag-responses-userpilot-automated-surveys_d0c6765f8d79a003a9ea6e7f061c485c_800.png 1x, https:\/\/images.storychief.com\/account_6827\/NPS-survey-tag-responses-userpilot-automated-surveys_d0c6765f8d79a003a9ea6e7f061c485c_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/NPS-survey-tag-responses-userpilot-automated-surveys_d0c6765f8d79a003a9ea6e7f061c485c_800.png 1x, https:\/\/images.storychief.com\/account_6827\/NPS-survey-tag-responses-userpilot-automated-surveys_d0c6765f8d79a003a9ea6e7f061c485c_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/NPS-survey-tag-responses-userpilot-automated-surveys_d0c6765f8d79a003a9ea6e7f061c485c_800.png\" alt=\"NPS-survey-tag-responses-userpilot-automated-surveys\" \/><\/picture><\/figure>\n<h3 id=\"1fg7i\"><strong>Gather user feedback with passive surveys<\/strong><\/h3>\n<p>Passive automated surveys are always-on feedback forms and widgets that blend in with the product UI, instead of being triggered by a specific user action.<\/p>\n<p>You might be wondering \u2018can this be classified under automation as well?\u2019<\/p>\n<p>The answer is yes because they\u2019re always there for the user to give feedback on-demand. Therefore, there\u2019s no need to trigger these surveys manually every time.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/Miro-board-passive-survey_ba86651598b8de369a986cba0595479e_800.png 1x, https:\/\/images.storychief.com\/account_6827\/Miro-board-passive-survey_ba86651598b8de369a986cba0595479e_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/Miro-board-passive-survey_ba86651598b8de369a986cba0595479e_800.png 1x, https:\/\/images.storychief.com\/account_6827\/Miro-board-passive-survey_ba86651598b8de369a986cba0595479e_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/Miro-board-passive-survey_ba86651598b8de369a986cba0595479e_800.png\" alt=\"miro passive feedback form\" \/><\/picture><\/figure>\n<p>Embed simple forms with one question into different pages of your product and collect granular feedback, like Miro does.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/Miro-broad-feedback-widget_e3ad136a463e8659c8e52517ff2e19e7_800.png 1x, https:\/\/images.storychief.com\/account_6827\/Miro-broad-feedback-widget_e3ad136a463e8659c8e52517ff2e19e7_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/Miro-broad-feedback-widget_e3ad136a463e8659c8e52517ff2e19e7_800.png 1x, https:\/\/images.storychief.com\/account_6827\/Miro-broad-feedback-widget_e3ad136a463e8659c8e52517ff2e19e7_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/Miro-broad-feedback-widget_e3ad136a463e8659c8e52517ff2e19e7_800.png\" alt=\"miro feedback widget\" \/><\/picture><\/figure>\n<h3 id=\"4u9i0\"><strong>Offboarding surveys are meant to reduce churn<\/strong><\/h3>\n<p>When your customer decides to downgrade or cancel their subscription plan entirely, trigger an <a href=\"https:\/\/userpilot.com\/blog\/churn-surveys-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">exit survey<\/a> immediately, to find out their reasons for leaving.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/Asana-exit-survey_c0dbb91ea94aa97f93a0828921d73513_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/Asana-exit-survey_c0dbb91ea94aa97f93a0828921d73513_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/Asana-exit-survey_c0dbb91ea94aa97f93a0828921d73513_800.png\" alt=\"asana automated exit survey\" \/><\/picture><\/figure>\n<p>Then based on the user\u2019s response to the <a href=\"https:\/\/userpilot.com\/blog\/churn-surveys-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">offboarding survey<\/a>, you can:<\/p>\n<ul>\n<li>identify flaws in your product<\/li>\n<li>and launch personalized alternatives that will convince them to stay<\/li>\n<\/ul>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/Asana-offer-alters_56e2fdf530c63201d2ae928ca9629e0b_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/Asana-offer-alters_56e2fdf530c63201d2ae928ca9629e0b_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/Asana-offer-alters_56e2fdf530c63201d2ae928ca9629e0b_800.png\" alt=\"asana discount offer\" \/><\/picture><\/figure>\n<h2 id=\"9jdgk\"><strong>Best practices when using automated surveys in SaaS<\/strong><\/h2>\n<p>It\u2019s not enough to simply automate your feedback forms. How can you be sure that your target audience sees it and engages accurately with the survey?<\/p>\n<p>That\u2019s what I\u2019ll be showing you in this section\u2013 let\u2019s go!<\/p>\n<h3 id=\"3afgs\"><strong>Localize content on your automated surveys<\/strong><\/h3>\n<p>Content localization makes your automated survey accessible to users in foreign markets who speak other languages apart from English. This enables foreign customers to also provide actionable feedback, unlike an untranslated survey that excludes them.<\/p>\n<p>The best part is that you don\u2019t have to hire a translator for each foreign region.<\/p>\n<p>Instead, use software to auto-translate the survey content into your respondents\u2019 preferred language and watch your response rates improve significantly.<\/p>\n<p>Want to see a live example of content localization? Here&#8217;s how you can do it with <a href=\"https:\/\/userpilot.com\/\">Userpilot<\/a> automatically.<\/p>\n<div style=\"position: relative; padding-bottom: 56.25%; height: 0;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" src=\"https:\/\/www.loom.com\/embed\/a46f3715c0454063a298511c022fb77e\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<p class=\"p1\">You can now also create, improve, and localize in-app messaging content with <a href=\"https:\/\/userpilot.com\/userpilot-demo\/\"><span class=\"s1\">Userpilot\u2019s<\/span><\/a>\u00a0AI writing assistant, along with grammar checks and content customization.<\/p>\n<h3 id=\"9b7e4\"><strong>Tag and group survey responses<\/strong><\/h3>\n<p>Once the <a href=\"https:\/\/userpilot.com\/blog\/nps-survey-best-practices-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">NPS surveying<\/a> process is complete, you have two tasks.<\/p>\n<ul>\n<li>First, analyze the scores your customers have given and why. Through response tagging, you can identify themes in the voluminous survey data and understand what\u2019s making your customers loyal and what\u2019s frustrating them.<\/li>\n<li>Next, replicate what&#8217;s working and reach out to detractors so you can provide a better customer experience next time.<\/li>\n<\/ul>\n<p>You can create custom user segments based on NPS scores and specific answers, making it easier to reach the right users.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/segmentation-userpilot_838e1bbda9d66c8eca4581c6a2d59f17_800.png 1x, https:\/\/images.storychief.com\/account_6827\/segmentation-userpilot_838e1bbda9d66c8eca4581c6a2d59f17_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/segmentation-userpilot_838e1bbda9d66c8eca4581c6a2d59f17_800.png 1x, https:\/\/images.storychief.com\/account_6827\/segmentation-userpilot_838e1bbda9d66c8eca4581c6a2d59f17_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/segmentation-userpilot_838e1bbda9d66c8eca4581c6a2d59f17_800.png\" alt=\"segmentation-userpilot\" \/><\/picture><\/figure>\n<h3 id=\"5tdbf\"><strong>Get more insights with qualitative questions<\/strong><\/h3>\n<p><strong>Pro tip:<\/strong> don\u2019t limit your market research to quantitative questions because they\u2019ll only give you fixed responses.<\/p>\n<p>Instead, include optional open-ended <a href=\"https:\/\/userpilot.com\/blog\/in-app-survey-questions-saas\/\" target=\"_blank\" rel=\"noopener\">survey questions<\/a> in your automated survey to encourage respondents to give more detailed feedback in their own words.<\/p>\n<p>Incorporating open-text fields can uncover specific insights about a user\u2019s product experience that a rating scale fails to capture.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/qualitative-survey-question_12e3c90a68da02a47fefca8585b0ebca_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/qualitative-survey-question_12e3c90a68da02a47fefca8585b0ebca_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/qualitative-survey-question_12e3c90a68da02a47fefca8585b0ebca_800.png\" alt=\"qualitative survey question\" \/><\/picture><\/figure>\n<h3 id=\"5po7k\"><strong>Use automated surveys for more than just feedback<\/strong><\/h3>\n<p>Apart from tracking <a href=\"https:\/\/userpilot.com\/blog\/customer-success-metrics-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer success metrics<\/a> with in-app surveys, survey automation also works for <a href=\"https:\/\/userpilot.com\/blog\/account-expansion-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">account expansion<\/a>.<\/p>\n<p>What I mean is that you can use an automated survey to push upgrades for freemium and free trial users.<\/p>\n<p>First, <a href=\"https:\/\/userpilot.com\/blog\/customer-segmentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">segment your customers<\/a> based on their pricing plans and choose the audience you\u2019re pushing the upgrade message for. Then set a condition in your survey that will immediately trigger the upgrade message for those users when fulfilled.<\/p>\n<p>Just like the image, below, you could trigger the survey three days before their trial period ends, then ask why they\u2019re yet to upgrade.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/end-of-trial-message_41cc5d2e6cf3f0361d3ba7e21afb9e86_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/end-of-trial-message_41cc5d2e6cf3f0361d3ba7e21afb9e86_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/end-of-trial-message_41cc5d2e6cf3f0361d3ba7e21afb9e86_800.png\" alt=\"automated survey for upgrade\" \/><\/picture><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Does market research take a toll on your time and energy? Here&#8217;s how to launch automated surveys that target the right customer at the right time.<\/p>\n","protected":false},"author":19,"featured_media":13522,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[770],"tags":[640,764,363,656,762,225,237,236,352],"class_list":["post-13521","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ux-analytics","tag-app-survey-questions","tag-customer-satisfaction-surveys","tag-customer-success","tag-feature-surveys","tag-in-app-microsurveys","tag-in-app-survey","tag-microsurveys","tag-user-feedback","tag-user-feedback-tools"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Launch Automated Surveys in SaaS<\/title>\n<meta name=\"description\" content=\"Does market research take a toll on your time and energy? 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