Survey Templates
Refiner offers a curated list of expert-built survey templates for the most common microsurvey use cases. These templates are crafted to guarantee high completion rates and deliver reliable insights.
By selecting a template, you can create a fully functional survey in just a few clicks. After choosing your template, you have full control to customize every detail to perfectly fit your needs – or you can start completely from scratch if you prefer.
Clicking on a template will open a preview on the right side of the screen, letting you explore the questions and get a clear understanding of the survey flow.
Below is our current list of survey templates, organized by three key user roles:
Customer Success
- Net Promoter Score (NPS) – Ask for an NPS rating and follow up with an open-ended question.
- Net Promoter Score (NPS) – with Branching & CTA – Follow up with a tailored question or call-to-action based on the score.
- Customer Satisfaction (CSAT) – Measure satisfaction with a CSAT rating + open-ended question.
- Customer Satisfaction (CSAT) – with Branching – Personalize follow-up questions based on the rating.
- Customer Satisfaction (CSAT) – with Multiple Follow-Up Questions – Add a multiple-choice step highlighting your core services.
- Identify Upsell Opportunities – Gauge perceived ROI and spot upsell chances.
- Churn Reason – Ask churned users why they left via email.
Product Management
- Customer Effort Score (CES) – Measure effort required to achieve a goal.
- Product Feature Research – Discover which aspects of a feature matter most before building.
- Product Roadmap Prioritization – Find out which upcoming features users value most.
- Product Market Fit (PMF) – See how well your product meets market needs.
- Uncover Strengths and Weaknesses – Identify what users love and where you can improve.
- Missed Trial Conversion – Ask trial users why they didn’t upgrade.
Marketing & Growth
- Feature Announcement – In-app Message – Announce product updates in-app.
- User Profiling – Qualify new sign-ups and identify high-value accounts.
- Marketing Attribution – Learn where new sign-ups heard about you.
- Event Announcement – In-app Message – Invite users to events, webinars, or conferences.
- Prompt for Review – Call-to-Action – Encourage happy users to leave a review.
- Book a Demo – Call-to-Action – Let qualified users book a sales call.
Once you found a template that suits your use-case, click “Continue” to choose how and where you want to survey your users.