Customer Satisfaction (CSAT) Survey Template

Chris Martin

Pitch It: The Business Case for Customer Salience

As insight experts, we understand the power of insights, their inherent value in key decision-making...


Emily James

    A customer satisfaction (CSAT) survey is a structured questionnaire or feedback mechanism designed to assess the level of satisfaction or dissatisfaction that customers have with your products, services, or overall experience. They can be a valuable tool for gathering feedback directly from your customers, enabling you to better understand customer perceptions, preferences, and needs. Ultimately, this data is vital to helping you close the feedback loop and take direct, measurable actions that have a tangible bottom-line impact.

    These surveys act as a means to measure and evaluate the overall satisfaction of customers, providing insights into experiences at various touchpoints throughout their journey. They will typically consist of a series of questions that cover different aspects of the customer experience, such as product quality, customer service, ease of use, pricing, and more.

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    Customer satisfaction (CSAT) surveys are an easy way to measure how your products, services and touchpoints are performing against expectations. Get the free InsightHub template here.

    The primary objective of a CSAT survey is to collect data that helps you gauge the satisfaction levels of their customers. By quantifying and qualifying customer satisfaction, decision-makers can identify areas of strength and weakness, make informed decisions, and take appropriate actions. A well-designed CSAT survey will help you:

    • Identify areas for improvement: By asking specific questions about different aspects of the customer experience, companies can identify areas where they are falling short and take corrective measures. For example, if customers consistently rate the customer service as poor, the organization can invest in training programs or streamline their support processes.
    • Measure loyalty and retention: Customer satisfaction is closely linked to customer loyalty and retention. Satisfied customers are more likely to become repeat customers and recommend the company to others. By regularly assessing satisfaction levels, organizations can monitor changes in customer loyalty and retention rates over time.
    • Tailor products and services: Customer satisfaction surveys provide insights into customer preferences, expectations, and specific needs. This data helps organizations refine and tailor their products and services to better meet customer demands, leading to higher satisfaction levels and improved competitiveness.
    • Benchmark against competitors: Comparing satisfaction scores with industry benchmarks or competitors' ratings allows organizations to understand how they stack up against their peers. This information can guide strategies and initiatives to differentiate themselves and gain a competitive edge.
    • Improve overall experiences: Customer satisfaction surveys help organizations identify critical touchpoints in the customer journey where improvements can have the most significant impact. By focusing on these areas, organizations can enhance the overall customer experience, leading to increased satisfaction and positive word-of-mouth.

    To ensure the effectiveness of customer satisfaction surveys, it is important to use clear and concise language, choose appropriate question types, and maintain a reasonable survey length. You should also prioritize anonymity and privacy, assure respondents that their feedback will be confidential, and offer incentives to encourage participation.

    Customer Satisfaction Survey Template

    The following CSAT questionnaire is an example of an online survey built with InsightHub. Across three screens and seven questions, the survey collects data on purchase frequency, overall satisfaction, ratings on specific dimensions and likelihood to recommend.

    As with all surveys built on the platform, routing, piping and complex logic can be applied between screens depending on your specific requirements. For instance, you may wish to ask customers to select from a list of adjectives to describe your product, and use this answer data on the following page to gather ratings for each. You may also wish to ask different questions to customers after their first purchase compared to subsequent purchases, or apply randomisation to reduce answer bias.

    This simple template also includes an optional video response question so that you can gather emotive, qualitative data in order to support actionable recommendations and bring results to life. All survey and video data is available for analysis through the integrated in-platform toolset, and can be compiled into a compelling, collaborative ActivateMR board to drive stakeholder action.


    Once your survey is ready to launch, it's important to consider at which point during the customer journey it will be delivered. Best practices is to ask for feedback immediately after: a touchpoint has occured, product or service delivery and after customer service encounters. You may also want to consider in-product feedback (if your product or service is digital in nature) and after a long period has passed to collect reflective data. 

    CSAT surveys built on InsightHub can be distributed in a number of ways, supporting you in closing the feedback loop. You can deliver surveys ad-hoc to members of your community or panel, create open links to insert into emails, customer communications and digital products, plus create embedded variations. The above template is an example of an embedded survey, which is available outside of the InsightHub platform. These can be included on a webpage or as a pop-up.

    Want to find out how InsightHub can help you deliver a complete, cost-effective research programme with integrated data collection, analysis and activation tools? Sign up for a free demo account here.

    Common CSAT Survey Questions

    When designing a CSAT survey, it is important to include a range of questions that cover various aspects of the customer experience. Here are some key categories and questions to consider.

    • Overall Satisfaction: How satisfied are you with our product/service? On a scale of 1 to 10, how would you rate your overall experience with us?
    • Product/Service Quality: How would you rate the quality of our product/service? Did our product/service meet your expectations? (Yes/No)
    • Customer Service: How satisfied are you with the level of customer service you received? Were your inquiries or issues resolved in a timely manner? (Yes/No)
    • Communication and Information: Were you adequately informed about our product/service offerings? Did you find our communications clear and helpful? (Yes/No)

    • Ease of Use: How easy was it to navigate our website/use our product? Did you encounter any difficulties during the purchasing process? (Yes/No)

    • Value for Money: Do you feel our product/service offers good value for the price paid? (Yes/No) How would you rate the cost-effectiveness of our product/service?

    • Likelihood to Recommend: On a scale of 1 to 10, how likely are you to recommend our company to a friend or colleague? Would you actively recommend our product/service to others? (Yes/No)

    • Suggestions for Improvement: Are there any specific areas where you feel we could improve? Do you have any suggestions or feedback that would help us enhance our product/service?

    It is essential to strike a balance between closed-ended questions (rating scales, multiple choice) and open-ended questions. Closed-ended questions provide quantitative data, making it easier to analyse and compare responses. Open-ended questions allow customers to express their opinions, provide detailed feedback, and offer valuable insights into their experiences.

    Remember to keep the survey concise and focused, ensuring that it can be completed within a reasonable timeframe. Avoid jargon and use clear and unambiguous language to make it easy for respondents to understand and answer the questions.

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    As much as the insights industry depends on financial incentives, only 21% of our respondents mentioned financial incentives as motivation to participate in market research.

    Lastly, consider tailoring the questions to your specific industry, target audience, and business goals. Adapting the survey to your unique circumstances will provide the most relevant and actionable feedback for your organization.

    Closing the Feedback Loop

    Closing the feedback loop refers to the process of taking action based on the feedback received from CSAT surveys and programmes. It involves acknowledging customer feedback, addressing concerns or issues, and communicating improvements or resolutions back to the customers. Here are some ways you can use CSAT surveys to effectively close the feedback loop.

    First, it’s important to immediately after customers complete the survey, acknowledge their feedback and express gratitude for their participation. This demonstrates that their opinions are valued and encourages further engagement.

    Then, thoroughly analyze the survey responses to identify recurring themes, patterns, and areas of improvement. Categorize the feedback based on different aspects of the customer experience, such as product quality, customer service, or website usability. Prioritize the feedback based on its impact and feasibility. Identify actionable steps that can be taken to address the concerns raised or implement improvements suggested by customers. This could involve process changes, training initiatives, or product enhancements.

    Once actions have been taken, proactively communicate with customers to inform them about the changes implemented as a result of their feedback. This communication can be done through personalized emails, newsletters, or updates on the company's website or social media channels. By keeping customers informed, companies demonstrate their commitment to listening and responding to their needs.

    In cases where the feedback received is unclear or additional information is needed, reach out to customers for clarification or to gather more details. This proactive approach shows customers that their input is valued and helps to ensure that any necessary improvements are accurately addressed.

    Finally, continuously monitor the impact of the implemented changes on customer satisfaction levels. Track key metrics, such as CSAT scores or customer retention rates, to assess the effectiveness of the improvements made. Additionally, follow up with customers who provided feedback to check if their concerns have been resolved and to gather their thoughts on the changes implemented.

    Closing the feedback loop is an ongoing process. Regularly review and evaluate customer feedback to identify new opportunities for improvement. Use the insights gained from CSAT surveys to drive a culture of continuous improvement and to foster stronger customer relationships.

    Camp InsightHub

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