How to setup Customer Satisfaction (CSAT) survey?

Before you begin, see guide for survey questions. This will help you understand various ways you can setup surveys in OnVoard.

Setting up Customer Satisfaction (CSAT) survey

To setup CSAT survey, use the following config for survey question:

  • Specify your question title, in this case, we'll use - How satisfied were you with us?
  • Select Scale for question type.
  • For question variant, select 5-point scale.
  • For question mode, select Numeric Options. If you prefer, you can use another mode like Reactions as well.
  • Indicate high and low score label. In this example, let's use Satisfied and Dissatisfied

Preview of how CSAT survey looks like.