{"id":14839,"date":"2024-09-16T22:09:07","date_gmt":"2024-09-16T22:09:07","guid":{"rendered":"https:\/\/userpilot.com\/blog\/user-persona-survey-template\/"},"modified":"2025-04-27T12:51:51","modified_gmt":"2025-04-27T12:51:51","slug":"user-persona-survey-template","status":"publish","type":"post","link":"https:\/\/userpilot.com\/blog\/user-persona-survey-template\/","title":{"rendered":"User Persona Survey Template: How to Properly Collect Customer Data in SaaS"},"content":{"rendered":"<h2 id=\"6kasg\"><strong>What is a user persona?<\/strong><\/h2>\n<p>A user persona is an <strong>abstraction or representation <\/strong>of a specific type of user of your product. Importantly, personas represent real insights about your customers: they shouldn&#8217;t be built on shaky guesswork or assumptions.<\/p>\n<p>The stronger the foundation of qualitative and quantitative data gathered through interviews, studies, and surveys, the more useful your personas will be.<\/p>\n<p>Typically, a user persona will highlight your users <a href=\"https:\/\/userpilot.com\/blog\/jtbd-product-management\/\" target=\"_blank\" rel=\"noopener noreferrer\">&#8216;job-to-be-done&#8217;<\/a> (and how your product helps achieve that).<\/p>\n<h2 id=\"52l38\">Good user persona examples<\/h2>\n<p>Should personas represent detailed information about likes, dislikes, and demographics?<\/p>\n<p>Usually <strong>not<\/strong>.<\/p>\n<p>Think about what you want to use your personas for. You&#8217;re best off ensuring they focus primarily on areas of frustration, challenges, and key objectives.<\/p>\n<p>Mapping that out gives you the best opportunity to identify areas for improvement, and help your customers experience value faster.<\/p>\n<p>It&#8217;s rare for SaaS products to cater to just one persona. On the flip side though, your user personas shouldn&#8217;t be too fragmented.<\/p>\n<blockquote><p>&#8220;If you try to please everyone, you will please no one.&#8221;<\/p><\/blockquote>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/images.storychief.com\/account_6827\/Userpilot-Product_Manager-user-persona-survey-template_58d936a194dbd9c1224d9c247badecb9_800.png 1x, https:\/\/images.storychief.com\/account_6827\/Userpilot-Product_Manager-user-persona-survey-template_58d936a194dbd9c1224d9c247badecb9_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/images.storychief.com\/account_6827\/Userpilot-Product_Manager-user-persona-survey-template_58d936a194dbd9c1224d9c247badecb9_800.png 1x, https:\/\/images.storychief.com\/account_6827\/Userpilot-Product_Manager-user-persona-survey-template_58d936a194dbd9c1224d9c247badecb9_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/images.storychief.com\/account_6827\/Userpilot-Product_Manager-user-persona-survey-template_58d936a194dbd9c1224d9c247badecb9_800.png\" alt=\"Example of user persona template\" \/><\/picture><figcaption>Personas help build a robust understanding of your users.<\/figcaption><\/figure>\n<h2 id=\"6b2ar\">User personas vs buyer personas<\/h2>\n<p>What&#8217;s the primary difference between a user persona and a buyer persona? Well, a <strong>buyer<\/strong> isn\u2019t always a <strong>user<\/strong> of your product:<\/p>\n<ul>\n<li>A <a href=\"https:\/\/userpilot.com\/blog\/user-persona-examples-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">user persona<\/a> should represent the people that actually use your product from one day to the next.<\/li>\n<li>A buyer persona should reflect those who can make decisions about whether to pay out for your product or service (i.e. enabling users).<\/li>\n<\/ul>\n<p>While buyer personas are important, you should always start with your user.<\/p>\n<p>Why?<\/p>\n<p>Because it&#8217;s only through building a <a href=\"https:\/\/userpilot.com\/blog\/successful-good-product-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">quality product<\/a> and providing an excellent service that you&#8217;ll <em>ever <\/em>be a <a href=\"https:\/\/userpilot.com\/blog\/product-differentiation\/\" target=\"_blank\" rel=\"noopener noreferrer\">competitive SaaS product<\/a>.<\/p>\n<p>You can only do that by understanding how users can make the most of your product.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/images.storychief.com\/account_6827\/user-persona-vs-buyer-persona_c8665932f99d1a484bc1b8e3767f1134_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/images.storychief.com\/account_6827\/user-persona-vs-buyer-persona_c8665932f99d1a484bc1b8e3767f1134_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/images.storychief.com\/account_6827\/user-persona-vs-buyer-persona_c8665932f99d1a484bc1b8e3767f1134_800.png\" alt=\"Visual of user persona versus buyer persona\" \/><\/picture><figcaption>Understand the distinction: buyers and users don\u2019t <em>always<\/em> overlap.<\/figcaption><\/figure>\n<h2 id=\"8sonp\">What is a user persona survey template?<\/h2>\n<p>So we know user personas are extremely important. But we&#8217;ve also covered why personas are only as valuable as the insights that form them. Where do you get that data from in the first place?<\/p>\n<p><a href=\"https:\/\/userpilot.com\/blog\/user-feedback-survey-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">Focused surveys <\/a>that collect targeted information about your customers: their needs, pain points, roles, jobs to be done, and more.<\/p>\n<p><a href=\"https:\/\/userpilot.com\/blog\/mobile-surveys\/\" target=\"_blank\" rel=\"noopener\">Mobile surveys<\/a> are a quick way to measure customer satisfaction, gather real-time feedback, and boost engagement.<\/p>\n<h2 id=\"7hhs0\"><strong>How does a persona survey template help?<\/strong><\/h2>\n<p>Creating and launching this sort of survey can help you and your SaaS in several different ways:<\/p>\n<ul>\n<li><strong>Differentiate between buyer personas and your actual users &#8211; <\/strong>As we discussed earlier, those with decision-making power aren&#8217;t always representative of your users themselves.<\/li>\n<li><strong>Understanding your customers&#8217; pain &#8211; <\/strong>You create <a href=\"https:\/\/userpilot.com\/blog\/customer-value-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">maximum value<\/a> by leaning in and addressing your customers&#8217; most prominent <a href=\"https:\/\/userpilot.com\/blog\/sentiment-analysis-improve-cx\/\" target=\"_blank\" rel=\"noopener noreferrer\">pain points<\/a>. <a href=\"https:\/\/userpilot.com\/blog\/customer-onboarding-feedback-survey-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">Onboarding surveys <\/a>will help you understand what those are.<\/li>\n<li><strong>Map out key <a href=\"https:\/\/userpilot.com\/blog\/jtbd-product-management\/\" target=\"_blank\" rel=\"noopener noreferrer\">jobs to be done<\/a> &#8211; <\/strong>To deliver the best possible experience, you need to have crystal clarity on <em>why<\/em> they&#8217;re using your product in the first place. Surveys are a helpful tool for understanding that &#8211; and then <a href=\"https:\/\/userpilot.com\/blog\/personalize-user-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">personalizing<\/a> the experience accordingly.<\/li>\n<li><strong>Build personas around your ideal customer &#8211; <\/strong>Remember that trying to build something for everyone could ultimately mean you end up satisfying <em>nobody<\/em>. Personas help you get specific about that.<\/li>\n<\/ul>\n<h2 id=\"ehu0\"><strong>User persona survey template types you can use to create user personas<\/strong><\/h2>\n<p>Now, we&#8217;re going to unpack some of the specific types of user persona survey templates you can deploy in your own SaaS to start understanding more about your customers.<\/p>\n<h3 id=\"c80bf\">Signup flow user persona survey template<\/h3>\n<p><a href=\"https:\/\/userpilot.com\/blog\/saas-signup-flow\/\" target=\"_blank\" rel=\"noopener noreferrer\">Signup<\/a> isn&#8217;t just about getting people into your app: you can use it as a valuable opportunity to <a href=\"https:\/\/userpilot.com\/blog\/user-experience-survey-questions\/\" target=\"_blank\" rel=\"noopener noreferrer\">gather valuable information<\/a> about your customers and their needs.<\/p>\n<p>Miro opts for an approach that gradually reveals more information in a structured, sequential way.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/images.storychief.com\/account_6827\/miro-user-persona-survey-template_5013521a0fe9378185eae45600c00091_800.png 1x, https:\/\/images.storychief.com\/account_6827\/miro-user-persona-survey-template_5013521a0fe9378185eae45600c00091_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/images.storychief.com\/account_6827\/miro-user-persona-survey-template_5013521a0fe9378185eae45600c00091_800.png 1x, https:\/\/images.storychief.com\/account_6827\/miro-user-persona-survey-template_5013521a0fe9378185eae45600c00091_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/images.storychief.com\/account_6827\/miro-user-persona-survey-template_5013521a0fe9378185eae45600c00091_800.png\" alt=\"Visual of Miro onboarding flow\" \/><\/picture><figcaption>Gently does it: gather insight carefully.<\/figcaption><\/figure>\n<p>Interestingly, that means it&#8217;s simple to delve into far more specific areas (i.e. budget, individual use cases) depending on the complexity of your tool.<\/p>\n<p>Here\u2019s another example from Linkgraph adopting the same aproach.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/images.storychief.com\/account_6827\/linkgraph-what-are-your-goals-user-persona-survey-template_35f411804d1d9a38eb4d7f4d81110858_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/images.storychief.com\/account_6827\/linkgraph-what-are-your-goals-user-persona-survey-template_35f411804d1d9a38eb4d7f4d81110858_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/images.storychief.com\/account_6827\/linkgraph-what-are-your-goals-user-persona-survey-template_35f411804d1d9a38eb4d7f4d81110858_800.png\" alt=\"Visual of specific information gather\" \/><\/picture><figcaption>Check out this depth of data: it\u2019s <em>invaluable<\/em> for any product manager.<\/figcaption><\/figure>\n<h3 id=\"dd9jj\">Welcome screen user persona survey template<\/h3>\n<p>You don&#8217;t want to greet your users with a blank screen.<\/p>\n<p>A welcome screen is all about creating a positive atmosphere from the very beginning. However, you can leverage the welcome screen to be so much more: this sort of specialist user persona survey typically involves asking a few targeted <a href=\"https:\/\/userpilot.com\/blog\/in-app-survey-questions-saas\/\" target=\"_blank\" rel=\"noopener\">questions<\/a> to understand their primary goals.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/d37oebn0w9ir6a.cloudfront.net\/account_6827\/Welcome-interactive-onboarding-automation-customer-onboarding-framework_35c05014ceedd683d702620295f8254a.gif 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/d37oebn0w9ir6a.cloudfront.net\/account_6827\/Welcome-interactive-onboarding-automation-customer-onboarding-framework_35c05014ceedd683d702620295f8254a.gif 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/d37oebn0w9ir6a.cloudfront.net\/account_6827\/Welcome-interactive-onboarding-automation-customer-onboarding-framework_35c05014ceedd683d702620295f8254a.gif\" alt=\"Visual of engaging welcome screen\" \/><\/picture><figcaption>Don\u2019t just say hi with your welcome screens: gather data.<\/figcaption><\/figure>\n<p>You can then use this information to <a href=\"https:\/\/userpilot.com\/blog\/personalized-onboarding-for-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">personalize their onboarding experience<\/a> (and deliver value faster).<\/p>\n<h3 id=\"2o4ce\">Validate assumptions user persona research template<\/h3>\n<p>While the first two survey types help you to gather customer information and build up a richer picture of the type of users that have signed up, this survey type is to help with something completely different: challenging your assumptions.<\/p>\n<p>You&#8217;ll collect data at various key <a href=\"https:\/\/userpilot.com\/blog\/customer-touchpoints\/\" target=\"_blank\" rel=\"noopener noreferrer\">touchpoints<\/a> to help you validate certain assumptions about your users.<\/p>\n<p>There are several variations to consider:<\/p>\n<ul>\n<li><strong><a href=\"https:\/\/userpilot.com\/blog\/improve-customer-satisfaction-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">Customer satisfaction <\/a><\/strong>or<strong> CES surveys<\/strong> help you figure out areas of frustration and pain points with different aspects of your product and brand.\u00a0You can use <a href=\"https:\/\/userpilot.com\/blog\/mobile-surveys\/\" target=\"_blank\" rel=\"noopener\">mobile surveys<\/a> to gather quick customer feedback.<\/li>\n<li>You might use a <strong><a href=\"https:\/\/userpilot.com\/blog\/pmf-survey\/\" target=\"_blank\" rel=\"noopener noreferrer\">product-market fit (PMF)<\/a><\/strong> survey to help you understand whether your product strategy is paying dividends and is capturing the market accordingly.<\/li>\n<\/ul>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/images.storychief.com\/account_6827\/pmf-survey-user-experience-persona-survey-template-userpilot_a9bce471a79f6781024f3218a059b8cc_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/images.storychief.com\/account_6827\/pmf-survey-user-experience-persona-survey-template-userpilot_a9bce471a79f6781024f3218a059b8cc_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/images.storychief.com\/account_6827\/pmf-survey-user-experience-persona-survey-template-userpilot_a9bce471a79f6781024f3218a059b8cc_800.png\" alt=\"Visual of Userpilot custom survey\" \/><\/picture><figcaption>Gather insight to help validate your assumptions with <a href=\"https:\/\/userpilot.com\/userpilot-demo\/\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>.<\/figcaption><\/figure>\n<p>Or, you might want to validate assumptions about <strong>how important specific features are to different <a href=\"https:\/\/userpilot.com\/blog\/saas-behavioral-segmentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">user segments <\/a><\/strong>with bespoke surveys.<\/p>\n<p>The idea is to test assumptions and continuously update your persona profiles using short in-app <a href=\"https:\/\/userpilot.com\/blog\/user-experience-survey-questions\/\" target=\"_blank\" rel=\"noopener noreferrer\">surveys<\/a>.<\/p>\n<h3 id=\"6448r\">User persona survey template for uncovering needs<\/h3>\n<p>Sometimes, you need to go back to basics: what is it your users actually want to get out of your product? What are the <a href=\"https:\/\/userpilot.com\/blog\/customer-needs-assessment\/\" target=\"_blank\" rel=\"noopener noreferrer\">primary user needs<\/a> that are driving their actions?<\/p>\n<p>A fantastic way of uncovering those underlying needs is bespoke survey templates &#8211; precisely one focused on<a href=\"https:\/\/userpilot.com\/blog\/feature-request-template\/\" target=\"_blank\" rel=\"noopener noreferrer\"> desired features.<\/a><\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/images.storychief.com\/account_6827\/user-persona-survey-template-submit-idea_e12af19618be77254da8ee828706f707_800.png 1x, https:\/\/images.storychief.com\/account_6827\/user-persona-survey-template-submit-idea_e12af19618be77254da8ee828706f707_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/images.storychief.com\/account_6827\/user-persona-survey-template-submit-idea_e12af19618be77254da8ee828706f707_800.png 1x, https:\/\/images.storychief.com\/account_6827\/user-persona-survey-template-submit-idea_e12af19618be77254da8ee828706f707_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/images.storychief.com\/account_6827\/user-persona-survey-template-submit-idea_e12af19618be77254da8ee828706f707_800.png\" alt=\"user-persona-survey-template-submit-idea\" \/><\/picture><figcaption>Collecting user feedback in-app with <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>.<\/figcaption><\/figure>\n<p>Simply put, by polling your users directly you&#8217;ll be able to make more informed <a href=\"https:\/\/userpilot.com\/blog\/feature-request\/\" target=\"_blank\" rel=\"noopener noreferrer\">prioritization decisions.<\/a><\/p>\n<p>And that&#8217;s the <strong>key <\/strong>to effective product management. Just keep in mind, not every request needs to be added to the roadmap. Prioritize based on user needs and<a href=\"https:\/\/userpilot.com\/blog\/product-vision-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\"> product vision<\/a> to avoid <a href=\"https:\/\/userpilot.com\/blog\/feature-bloat\/\" target=\"_blank\" rel=\"noopener noreferrer\">product bloat.<\/a><\/p>\n<h3 id=\"56g32\">Understand pain points with user experience surveys and shape up your user personas<\/h3>\n<p>A slight variation on the previous user persona survey template, these are less focused on <em>features<\/em> and more about the broader context of your users&#8217; experience.<\/p>\n<p>That means broadening your repertoire far more than just lengthy surveys asking users directly about specific product features.<\/p>\n<p>It could be short, punchy questions you ask &#8211; launched contextually &#8211; at different stages of the journey.<\/p>\n<p>Ultimately, a SaaS owner or product manager needs to learn the art of gathering various different data sources together, collating, and then synthesizing the findings.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/images.storychief.com\/account_6827\/user-experience-user-persona-survey-template-userpilot_1d7839474a4ce1a286f94582927d9d29_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/images.storychief.com\/account_6827\/user-experience-user-persona-survey-template-userpilot_1d7839474a4ce1a286f94582927d9d29_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/images.storychief.com\/account_6827\/user-experience-user-persona-survey-template-userpilot_1d7839474a4ce1a286f94582927d9d29_800.png\" alt=\"Visual of Userpilot interface\" \/><\/picture><figcaption><a href=\"https:\/\/userpilot.com\/userpilot-demo\/\" target=\"_blank\" rel=\"noopener noreferrer\">Find out<\/a> how users feel about your product.<\/figcaption><\/figure>\n<p>That&#8217;s the foundation of crafting an experience within your product that&#8217;ll help truly solve customer needs.<\/p>\n<h3 id=\"vk4e\">Understand negative user personas with churn surveys<\/h3>\n<p>It&#8217;s not all rosy, though. Inevitably, you are going to have a good chunk of users who decided to leave your product. It can happen for any number of reasons, and it&#8217;s important to understand <em>why<\/em>.<\/p>\n<p>There are a couple of things that are particularly important to discover:<\/p>\n<ul>\n<li><strong>Opportunities for improvement. <\/strong>Users might leave your product because it simply falls short &#8211; it&#8217;s not good enough. Use data from churned users to figure out your weak points&#8230; and put yourself in the best position to strengthen them.<\/li>\n<li><strong>Your negative user persona. <\/strong>Just as you&#8217;ll have an ideal customer, there&#8217;ll be a user group who <em>absolutely <\/em>don&#8217;t want your product &#8211; no matter how smooth your <a href=\"https:\/\/userpilot.com\/blog\/good-onboarding-surveys\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding<\/a>, how powerful your features are, or the pull of your brand. You want to focus on a viable market segment, rather than customers in this group (they could have false expectations about your SaaS that&#8217;ll ultimately leave to churn).<\/li>\n<\/ul>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/images.storychief.com\/account_6827\/userpilot-cancellation-flow-product-feedback-form_e87e5fe12b281614c819d9f4e7195d2e_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/images.storychief.com\/account_6827\/userpilot-cancellation-flow-product-feedback-form_e87e5fe12b281614c819d9f4e7195d2e_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/images.storychief.com\/account_6827\/userpilot-cancellation-flow-product-feedback-form_e87e5fe12b281614c819d9f4e7195d2e_800.png\" alt=\"Visual of Userpilot churn survey\" \/><\/picture><figcaption>Don\u2019t shy away from churn: learn from it.<\/figcaption><\/figure>\n<h3 id=\"38a8\">Long-form user persona survey template<\/h3>\n<p>The devil is in the detail. We discussed earlier in the article the danger of bombarding users with lengthy surveys at the wrong moment. But sometimes, you just need a real <em>depth <\/em>of understanding. Long-form user survey templates give you that.<\/p>\n<p>But how do you go about setting them up?<\/p>\n<p>Typically, you&#8217;ll need incentives to encourage your users to fill them in.<\/p>\n<p>You could reach out directly via email &#8211; but a clever alternative is to split a survey into dedicated chunks at different parts of the persona creation process.<\/p>\n<h2 id=\"1ssio\"><strong>How Userpilot can help you create better user persona survey templates<\/strong><\/h2>\n<p>In this section of the blog, we&#8217;re going to unpack how Userpilot can help. There are other tools available, but none are quite as impressive or cost-effective.<\/p>\n<h3 id=\"dmlla\">Build welcome screens with user persona surveys and personalize onboarding<\/h3>\n<p>Userpilot makes it simple to build engaging, aesthetically pleasing welcome screens.<\/p>\n<p>Not only can they be customized to fit your brand imagery, but the valuable data you gather on those screens can help you craft an effective, <a href=\"https:\/\/userpilot.com\/blog\/personalize-user-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">personalized onboarding experience.<\/a><\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/images.storychief.com\/account_6827\/welcome-screen-userpilot-customer-onboarding-process_f8b715f7750a33a7eadeaeb4a24293ee_800.png 1x, https:\/\/images.storychief.com\/account_6827\/welcome-screen-userpilot-customer-onboarding-process_f8b715f7750a33a7eadeaeb4a24293ee_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/images.storychief.com\/account_6827\/welcome-screen-userpilot-customer-onboarding-process_f8b715f7750a33a7eadeaeb4a24293ee_800.png 1x, https:\/\/images.storychief.com\/account_6827\/welcome-screen-userpilot-customer-onboarding-process_f8b715f7750a33a7eadeaeb4a24293ee_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/images.storychief.com\/account_6827\/welcome-screen-userpilot-customer-onboarding-process_f8b715f7750a33a7eadeaeb4a24293ee_800.png\" alt=\"Visual of Userpilot welcome screen\" \/><\/picture><figcaption>Spin up interactive welcome screens with <a href=\"https:\/\/userpilot.com\/userpilot-demo\/\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>.<\/figcaption><\/figure>\n<h3 id=\"4h50r\">Collect NPS data and understand power users<\/h3>\n<p>NPS surveys are the widely recognized industry standard for understanding customer loyalty &#8211; and using that as a proxy for making important product decisions.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/images.storychief.com\/account_6827\/userpilot-nps-response-tag-_8a29b4c8240ec7d9e42a4853b0f0b233_800.png 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-nps-response-tag-_8a29b4c8240ec7d9e42a4853b0f0b233_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/images.storychief.com\/account_6827\/userpilot-nps-response-tag-_8a29b4c8240ec7d9e42a4853b0f0b233_800.png 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-nps-response-tag-_8a29b4c8240ec7d9e42a4853b0f0b233_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/images.storychief.com\/account_6827\/userpilot-nps-response-tag-_8a29b4c8240ec7d9e42a4853b0f0b233_800.png\" alt=\"Visual of Userpilot NPS survey\" \/><\/picture><figcaption><a href=\"https:\/\/userpilot.com\/userpilot-demo\/\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a> is a powerful tool for launching NPS surveys.<\/figcaption><\/figure>\n<p>NPS surveys are <em>particularly <\/em>effective at understanding the behavior of your power users (those who typically have a far greater knowledge of your product than the typical user).<\/p>\n<h3 id=\"5um71\">Launch user experience surveys at the right time<\/h3>\n<p>For a user persona survey to be effective, it needs to land <a href=\"https:\/\/userpilot.com\/blog\/contextual-onboarding-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>at the right time<\/strong>.<\/a> There&#8217;s nothing worse than a random, glaring, <em>annoying<\/em> ask to do something when you&#8217;re just trying to do your job.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/images.storychief.com\/account_6827\/trigger-by-event-userpilot_5191a8f8cc8ccd63c290c8422a880abf_800.png 1x, https:\/\/images.storychief.com\/account_6827\/trigger-by-event-userpilot_5191a8f8cc8ccd63c290c8422a880abf_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/images.storychief.com\/account_6827\/trigger-by-event-userpilot_5191a8f8cc8ccd63c290c8422a880abf_800.png 1x, https:\/\/images.storychief.com\/account_6827\/trigger-by-event-userpilot_5191a8f8cc8ccd63c290c8422a880abf_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/images.storychief.com\/account_6827\/trigger-by-event-userpilot_5191a8f8cc8ccd63c290c8422a880abf_800.png\" alt=\"Userpilot visual - contextual launch\" \/><\/picture><figcaption>Right survey at the right time = the formula for success.<\/figcaption><\/figure>\n<p>Think carefully about when, where, and how you launch a survey, and you&#8217;re bound to get more meaningful responses. Choose triggers at key points in the journey (i.e. just after a user has discovered a new feature).<\/p>\n<p>Customize and launch in-app surveys of different types with\u00a0<a href=\"https:\/\/userpilot.com\/userpilot-demo\/\"><span class=\"s2\">Userpilot<\/span><\/a>\u00a0to gain insights into the mobile <a href=\"https:\/\/userpilot.com\/blog\/app-experience\/\">app experience<\/a>.<\/p>\n<h3 id=\"24iev\">Embed longer surveys in-app for better response rates<\/h3>\n<p>The last thing you want to do when asking users to complete long-form surveys is to be transported to another site.<\/p>\n<p>Introducing that kind of friction into a journey just means you lose valuable data as customers will inevitably abandon the survey.<\/p>\n<p>By embedding a survey within your app, you&#8217;re bound to improve response rates.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/images.storychief.com\/account_6827\/userpilot-typeform-integration-user-persona-survey-template_bcdba02fb334b35df5036405844388a1_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/images.storychief.com\/account_6827\/userpilot-typeform-integration-user-persona-survey-template_bcdba02fb334b35df5036405844388a1_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/images.storychief.com\/account_6827\/userpilot-typeform-integration-user-persona-survey-template_bcdba02fb334b35df5036405844388a1_800.png\" alt=\"Visual of in-app survey in Userpilot\" \/><\/picture><figcaption>Build frictionless surveys with <a href=\"https:\/\/userpilot.com\/userpilot-demo\/\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot.<\/a><\/figcaption><\/figure>\n<h3 id=\"ess2s\">Use user persona data collected to improve user experience<\/h3>\n<p>No two users are the same &#8211; you need to put the data you&#8217;ve gathered to good use, and ensure that you personalize your<a href=\"https:\/\/userpilot.com\/blog\/in-app-survey-questions-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\"> in-app <\/a>experience accordingly.<\/p>\n<p>How?<\/p>\n<p>With <a href=\"https:\/\/userpilot.com\/blog\/customer-segmentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">advanced segmentation<\/a> technology: create multiple personas (i.e. segments) based on a holistic range of data you&#8217;ve collected, and use that to craft bespoke, cohesive experiences that drive in-app engagement.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/images.storychief.com\/account_6827\/user-persona-segmentation-userpilot_39f99eb48fea173d6575c3ad689d8fe9_800.png 1x, https:\/\/images.storychief.com\/account_6827\/user-persona-segmentation-userpilot_39f99eb48fea173d6575c3ad689d8fe9_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/images.storychief.com\/account_6827\/user-persona-segmentation-userpilot_39f99eb48fea173d6575c3ad689d8fe9_800.png 1x, https:\/\/images.storychief.com\/account_6827\/user-persona-segmentation-userpilot_39f99eb48fea173d6575c3ad689d8fe9_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/images.storychief.com\/account_6827\/user-persona-segmentation-userpilot_39f99eb48fea173d6575c3ad689d8fe9_800.png\" alt=\"Userpilot segmentation\" \/><\/picture><figcaption>Segment different user groups with <a href=\"https:\/\/userpilot.com\/userpilot-demo\/\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot.<\/a><\/figcaption><\/figure>\n<h2 id=\"fb4gv\"><strong>Conclusion<\/strong><\/h2>\n<p>What a whirlwind! We&#8217;ve covered exactly what user persona templates are, the various different types of surveys available, when you&#8217;d use them (i.e. an onboarding process), and the best tool for integrating them within your product.<\/p>\n<p>So what are you waiting for?<\/p>\n<p>If you want to create product experiences code-free, <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">book a demo call with our team<\/a> and get started today! Click the link in the banner below for more information.<\/p>\n<div class=\"poptin-embedded\" data-id=\"616a658c4a50a\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Gathering meaningful insight from your customers is a challenge for any product manager. Let&#8217;s explore how a user persona survey template can help.<\/p>\n","protected":false},"author":51,"featured_media":14841,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[214],"tags":[1054,306,762,613,52,216,215,549,277],"class_list":["post-14839","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-management","tag-customer-insight","tag-customer-onboarding","tag-in-app-microsurveys","tag-onboarding-saas","tag-product-experience","tag-product-management","tag-product-manager","tag-user-persona","tag-user-persona-template"],"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>User Persona Survey Template: How to Properly Collect Customer Data in SaaS<\/title>\n<meta name=\"description\" content=\"Gathering meaningful insight from your customers is a challenge for any product manager. 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See how a user persona survey template can help.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/userpilot.com\/blog\/user-persona-survey-template\/\" \/>\n<meta property=\"og:site_name\" content=\"Thoughts about Product Adoption, User Onboarding and Good UX | Userpilot Blog\" \/>\n<meta property=\"article:published_time\" content=\"2024-09-16T22:09:07+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-04-27T12:51:51+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/userpilot.com\/blog\/wp-content\/uploads\/2022\/10\/User-Persona-Survey-Template-How-to-Properly-Collect-Customer-Data-in-SaaS_bf1c4b30bb6929d0733dad9a330c53b2_2000.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1876\" \/>\n\t<meta property=\"og:image:height\" content=\"1228\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Sophie Grigoryan\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sophie Grigoryan\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"12 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/userpilot.com\/blog\/user-persona-survey-template\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/userpilot.com\/blog\/user-persona-survey-template\/\"},\"author\":{\"name\":\"Sophie Grigoryan\",\"@id\":\"https:\/\/userpilot.com\/blog\/#\/schema\/person\/de37c23746f7aa52492f6c97b1f222cf\"},\"headline\":\"User Persona Survey Template: How to Properly Collect Customer Data in SaaS\",\"datePublished\":\"2024-09-16T22:09:07+00:00\",\"dateModified\":\"2025-04-27T12:51:51+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/userpilot.com\/blog\/user-persona-survey-template\/\"},\"wordCount\":1983,\"commentCount\":0,\"image\":{\"@id\":\"https:\/\/userpilot.com\/blog\/user-persona-survey-template\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2022\/10\/User-Persona-Survey-Template-How-to-Properly-Collect-Customer-Data-in-SaaS_bf1c4b30bb6929d0733dad9a330c53b2_2000.png\",\"keywords\":[\"customer insight\",\"customer onboarding\",\"in app microsurveys\",\"onboarding saas\",\"product experience\",\"Product Management\",\"Product Manager\",\"user persona\",\"user persona template\"],\"articleSection\":[\"Product Management\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/userpilot.com\/blog\/user-persona-survey-template\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/userpilot.com\/blog\/user-persona-survey-template\/\",\"url\":\"https:\/\/userpilot.com\/blog\/user-persona-survey-template\/\",\"name\":\"User Persona Survey Template: How to Properly Collect Customer Data in SaaS\",\"isPartOf\":{\"@id\":\"https:\/\/userpilot.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/userpilot.com\/blog\/user-persona-survey-template\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/userpilot.com\/blog\/user-persona-survey-template\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2022\/10\/User-Persona-Survey-Template-How-to-Properly-Collect-Customer-Data-in-SaaS_bf1c4b30bb6929d0733dad9a330c53b2_2000.png\",\"datePublished\":\"2024-09-16T22:09:07+00:00\",\"dateModified\":\"2025-04-27T12:51:51+00:00\",\"author\":{\"@id\":\"https:\/\/userpilot.com\/blog\/#\/schema\/person\/de37c23746f7aa52492f6c97b1f222cf\"},\"description\":\"Gathering meaningful insight from your customers is a challenge for any product manager. 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