{"id":28135,"date":"2026-02-23T11:27:22","date_gmt":"2026-02-23T11:27:22","guid":{"rendered":"https:\/\/refiner.io\/docs\/?post_type=knowledgebase&#038;p=28135"},"modified":"2026-02-23T11:27:22","modified_gmt":"2026-02-23T11:27:22","slug":"survey-templates","status":"publish","type":"knowledgebase","link":"https:\/\/refiner.io\/docs\/kb\/survey-editor\/survey-templates\/","title":{"rendered":"Survey Templates"},"content":{"rendered":"\n<p>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.<\/p>\n\n\n\n<p>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 &#8211; or you can start completely from scratch if you prefer.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"570\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/01\/Screenshot-2025-08-12-at-00.21.42-1024x570.png\" alt=\"\" class=\"wp-image-27484\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/01\/Screenshot-2025-08-12-at-00.21.42-1024x570.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/01\/Screenshot-2025-08-12-at-00.21.42-800x445.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/01\/Screenshot-2025-08-12-at-00.21.42-768x427.png 768w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/01\/Screenshot-2025-08-12-at-00.21.42-1536x855.png 1536w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/01\/Screenshot-2025-08-12-at-00.21.42-2048x1139.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>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.<\/p>\n\n\n\n<p>Below is our current list of survey templates, organized by three key user roles:<\/p>\n\n\n\n<p><strong>Customer Success<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/refiner.io\/nps-survey-template\" target=\"_blank\" rel=\"noreferrer noopener\">Net Promoter Score (NPS)<\/a> &#8211; Ask for an NPS rating and follow up with an open-ended question.<\/li>\n\n\n\n<li>Net Promoter Score (NPS) &#8211; with Branching &amp; CTA \u2013 Follow up with a tailored question or call-to-action based on the score.<\/li>\n\n\n\n<li><a href=\"https:\/\/refiner.io\/csat-survey-template\" target=\"_blank\" rel=\"noreferrer noopener\">Customer Satisfaction (CSAT)<\/a> &#8211; Measure satisfaction with a CSAT rating + open-ended question.<\/li>\n\n\n\n<li>Customer Satisfaction (CSAT) &#8211; with Branching &#8211;  Personalize follow-up questions based on the rating.<\/li>\n\n\n\n<li>Customer Satisfaction (CSAT) &#8211; with Multiple Follow-Up Questions &#8211; Add a multiple-choice step highlighting your core services.<\/li>\n\n\n\n<li>Identify Upsell Opportunities &#8211; Gauge perceived ROI and spot upsell chances.<\/li>\n\n\n\n<li>Churn Reason \u2013 Ask churned users why they left via email.<\/li>\n<\/ul>\n\n\n\n<p><strong>Product Management<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/refiner.io\/solutions\/ces\/\" target=\"_blank\" rel=\"noreferrer noopener\">Customer Effort Score (CES)<\/a> &#8211; Measure effort required to achieve a goal.<\/li>\n\n\n\n<li>Product Feature Research &#8211; Discover which aspects of a feature matter most before building.<\/li>\n\n\n\n<li>Product Roadmap Prioritization &#8211; Find out which upcoming features users value most.<\/li>\n\n\n\n<li><a href=\"https:\/\/refiner.io\/pmf-survey-template\" target=\"_blank\" rel=\"noreferrer noopener\">Product Market Fit (PMF)<\/a> &#8211; See how well your product meets market needs.<\/li>\n\n\n\n<li>Uncover Strengths and Weaknesses &#8211; Identify what users love and where you can improve.<\/li>\n\n\n\n<li>Missed Trial Conversion &#8211; Ask trial users why they didn\u2019t upgrade.<\/li>\n<\/ul>\n\n\n\n<p><strong>Marketing &amp; Growth<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Feature Announcement &#8211; In-app Message &#8211; Announce product updates in-app.<\/li>\n\n\n\n<li>User Profiling &#8211; Qualify new sign-ups and identify high-value accounts.<\/li>\n\n\n\n<li>Marketing Attribution &#8211; Learn where new sign-ups heard about you.<\/li>\n\n\n\n<li>Event Announcement &#8211; In-app Message &#8211; Invite users to events, webinars, or conferences.<\/li>\n\n\n\n<li>Prompt for Review &#8211; Call-to-Action &#8211; Encourage happy users to leave a review.<\/li>\n\n\n\n<li>Book a Demo &#8211; Call-to-Action &#8211; Let qualified users book a sales call.<\/li>\n<\/ul>\n\n\n\n<p>Once you found a template that suits your use-case, click &#8220;Continue&#8221; to choose how and where you want to survey your users.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&#8230;]<\/p>\n<p><a class=\"btn btn-secondary understrap-read-more-link\" href=\"https:\/\/refiner.io\/docs\/kb\/survey-editor\/survey-templates\/\">Read More&#8230;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","template":"","knowledgebase_tag":[],"class_list":["post-28135","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-survey-editor"],"featured_image_urls_v2":{"full":"","thumbnail":"","medium":"","medium_large":"","large":"","1536x1536":"","2048x2048":"","ab-block-post-grid-landscape":"","ab-block-post-grid-square":"","gb-block-post-grid-landscape":"","gb-block-post-grid-square":""},"post_excerpt_stackable_v2":"<p>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 &#8211; 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&hellip;<\/p>\n","category_list_v2":"","author_info_v2":{"name":"Moritz Dausinger","url":"https:\/\/refiner.io\/docs\/author\/user\/"},"comments_num_v2":"0 comments","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Survey Templates<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/refiner.io\/docs\/kb\/survey-editor\/survey-templates\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Survey Templates\" \/>\n<meta property=\"og:description\" content=\"Refiner offers a curated list of expert-built survey templates for the most common microsurvey use cases. 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