Customer Satisfaction Survey Form

Template

Pipefy’s Free Customer Satisfaction Survey Form template consists of a 1 phase process that will help you centralize survey responses, organizing and extracting your survey’s data.

Using Pipefy’s Public Form Feature, you’re able to share your survey using a public URL or embedding it to your own webpage.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Done

Congratulations! Survey completed!

How to use this template

Move a card to this phase and open it to learn how to use this template to automate your surveys and analyze them.

  • 1. Public form

    • This template was designed to allow you to share the start form using a public URL or embed it on your own web page. Using Pipefy to manage your customer surveys will allow you to centralize all your survey answers and analyze them. Click the "i" icon to learn how to use it!
  • 2. Email template

    • Once the customer completes the survey, it will appear on the done phase. This phase triggers an automated email thanking the person for taking part in the survey. Click the "i" icon to learn more about creating and editing email templates.
  • 3. Reports

    • Once you have a good amount of answers to your survey, you can extract a report to analyze the answers. All reports are generated on an xls. format and sent to you by email, allowing you to create graphs and your own analysis on the answers. To do so click on reports on the headline of the pipe and extract the report. Click here to learn more about Reports.

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