Template

CSAT Survey Templates

Ideal for CSAT · NPS · CES · Multi-Question

12 survey templates — CSAT, NPS, and CES with branching logic, follow-up triggers, and multi-channel deployment.

Why we like this template

Customer satisfaction surveys measure how happy your customers are with your product or service. This collection includes CSAT (Customer Satisfaction Score), NPS (Net Promoter Score), and CES (Customer Effort Score) templates — each with branching logic, follow-up questions, and multi-channel deployment options.

Included templates

CSAT

CSAT

Post-Support CSAT

How would you rate your support experience? [1 - Very Unsatisfied] [2] [3] [4] [5 - Very Satisfied]. If 1-3: 'What could we improve?' (free text). If 4-5: 'Thank you! Would you leave a Google Review?' [Yes] [No].
CSAT

Post-Purchase CSAT

How satisfied are you with your recent purchase? [1-5 scale]. If 1-3: 'What went wrong?' → [Product Quality / Delivery / Packaging / Other]. If 4-5: 'What did you love most?' (free text).
CSAT

Post-Onboarding CSAT

How would you rate your onboarding experience? [1-5 scale]. If 1-3: 'What could we do better?' → [Documentation / Support / Product / Other]. If 4-5: 'Glad to hear! Any features you'd like to see?'
CSAT

Post-Call CSAT

How would you rate your call experience with {{agent_name}}? [1-5 scale]. Automatic follow-up: 'Was your issue resolved?' [Yes / No / Partially].

NPS

NPS

Quarterly NPS

On a scale of 0-10, how likely are you to recommend {{company}} to a friend or colleague? Detractors (0-6): 'What would make you more likely to recommend us?' Promoters (9-10): 'What do you love most about us?'
NPS

Feature-Specific NPS

On a scale of 0-10, how likely are you to recommend {{feature_name}} to a colleague? Follow-up: 'What would make this feature better?' (free text).
NPS

Post-Milestone NPS

You've been with us for {{months}} months! On a scale of 0-10, how likely are you to recommend us? Detractors: Trigger manager alert. Promoters: Trigger referral program invite.

CES

CES

Post-Support CES

How easy was it to get your issue resolved? [1 - Very Difficult] [2] [3] [4] [5 - Very Easy]. If 1-3: 'What made it difficult?' → [Wait Time / Multiple Contacts / Unclear Instructions / Other].
CES

Post-Checkout CES

How easy was it to complete your purchase? [1-5 scale]. If 1-3: 'What could we simplify?' → [Payment / Navigation / Account / Other]. If 4-5: 'Great! Any other feedback?'
CES

Self-Service CES

How easy was it to find the answer you needed? [1-5 scale]. If 1-3: 'What were you looking for?' (free text) → Route to support. If 4-5: 'Glad our docs helped!'

Multi-Question

Multi-Question

Comprehensive Exit Survey

Q1: Overall satisfaction (1-5). Q2: Likelihood to recommend (0-10). Q3: What was the primary reason for your decision? [Pricing / Features / Support / Other]. Q4: Any additional feedback? (free text).
Multi-Question

Quarterly Business Review Survey

Q1: How satisfied are you with the product? (1-5). Q2: How satisfied are you with support? (1-5). Q3: How likely are you to renew? (0-10). Q4: What's your top feature request? (free text).

How to use it

Open Survey Builder

Go to Surveys > New Survey in Lodgestory. Select 'Start from Template'.

Choose a Template

Select the survey template that matches your use case — CSAT, NPS, or CES.

Customise Questions

Edit question text, add your company name, and configure branching logic for different score ranges.

Set Triggers

Configure when the survey is sent — after ticket resolution, after purchase, on a schedule, or manually.

Choose Channels

Deploy the survey via WhatsApp, Email, SMS, or in-app. Each channel uses the appropriate format.

Tips for best results

  • Send CSAT surveys within 1 hour of ticket resolution for the highest response rates
  • Keep surveys to 1-3 questions — response rates drop 20% for each additional question
  • Use WhatsApp for CSAT surveys — response rates are 3-5x higher than Email
  • Follow up with detractors within 24 hours to recover the relationship
  • Track CSAT trends over time, not individual scores — focus on the trajectory

Back to all templates

Ready to use these templates?

Included in every Lodgestory plan. Copy, customise and send in minutes.

Questions, answered

What teams ask before they use this template.

CSAT measures satisfaction with a specific interaction (1-5 scale). NPS measures loyalty and likelihood to recommend (0-10 scale). CES measures how easy it was to get help (1-5 scale).

Lodgestory surveys deploy across WhatsApp (quick reply buttons), Email (embedded forms), SMS (reply with number), and in-app (web widget).

Yes. Surveys can be triggered automatically after ticket resolution, purchase completion, specified time intervals, or custom events via API.

Lodgestory's analytics dashboard shows survey response rates, average scores, score distribution, trends over time, and per-agent breakdown.

Yes. Configure automations to route low scores to managers, trigger re-engagement campaigns, or send thank-you messages for high scores.

12 CSAT, NPS & CES Survey Templates | Lodgestory