--- generated_by: surveylegend-page-markdown title: SaaS Onboarding Survey Template | SurveyLegend description: Ask new SaaS users about setup, first-task outcomes, and help during their first two weeks. Identify onboarding obstacles worth investigating. canonical: https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/saas-onboarding-template/ --- # SaaS Onboarding Survey Template This SaaS onboarding survey asks new users about setup, their first task, and help during the first two weeks. Find where the path from signup to useful work becomes difficult. [Try this template ](https://app.surveylegend.com/register/)[Preview template](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/saas-onboarding-template/#try-template) Preview on a device Show the desktop survey preview Show the tablet survey preview Show the mobile survey preview ![SaaS Onboarding Survey: first question and response field, desktop preview](https://www.surveylegend.com/survey-template-media/previews/saas-onboarding-template-preview.avif) ![SaaS Onboarding Survey: first question and response field, tablet preview](https://www.surveylegend.com/survey-template-media/previews/saas-onboarding-template-preview-tablet.avif) ![SaaS Onboarding Survey: first question and response field, mobile preview](https://www.surveylegend.com/survey-template-media/previews/saas-onboarding-template-preview-mobile.avif) SaaS Onboarding Survey [Preview](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/saas-onboarding-template/#try-template) Share [Facebook ](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Ftechnology-digital-experience-surveys%2Fsaas-onboarding-template%2F)[LinkedIn ](https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Ftechnology-digital-experience-surveys%2Fsaas-onboarding-template%2F)[X ](https://x.com/intent/tweet?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Ftechnology-digital-experience-surveys%2Fsaas-onboarding-template%2F\&text=SaaS%20Onboarding%20Survey%20Template)[Reddit](https://www.reddit.com/submit?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Ftechnology-digital-experience-surveys%2Fsaas-onboarding-template%2F\&title=SaaS%20Onboarding%20Survey%20Template) Creating an account is only one part of onboarding. Ask whether users attempted their intended task and what happened next. Include people who did not get started so you do not hear only from successful users. ## When to use this saas onboarding survey SaaS product and customer-success teams can use this survey two weeks after signup. It covers initial setup and first use, rather than ongoing app satisfaction or employee onboarding. For feedback on the public website rather than in-product onboarding, use our [website feedback](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/website-feedback-template/) template. **Create your saas onboarding survey in SurveyLegend** Creating an account is only one part of onboarding. Ask whether users attempted their intended task and what happened next. ## 7 questions for your saas onboarding survey Use these 7 questions as a starting point. All fields are optional; choose one answer where choices are listed. Leave an irrelevant open field blank. Respondent introduction:\ Think about your first two weeks with this software. Tell us about getting started, without passwords, account identifiers, or private workspace content. Try the survey ## A little feedback. A clearer picture. Explore this 7-question example at your own pace. Every question is optional. Preview on a device Show the survey at full desktop width Resize the survey to a tablet-width preview Resize the survey to a mobile preview with scrolling inside the frame Choose a look Use Classic: a white survey card over the background photo Use Light: dark text over a light tint covering the background photo Use Dark: light text over a dark tint covering the background photo SurveyLegend demo Question 1 of 7 ### SaaS Onboarding Survey 01 What did you first want to accomplish with this software? Share your answer, or skip this question. 02 How far did you get with that first task? Choose one answer, or skip this question. Did not try Started but could not finish Finished with help Finished without help Not sure 03 How easy was the initial setup? Choose one answer, or skip this question. Very difficult Somewhat difficult Neither difficult nor easy Somewhat easy Very easy Did not attempt setup 04 How clear was what to do after signing in? Choose one answer, or skip this question. Very unclear Somewhat unclear Neither clear nor unclear Somewhat clear Very clear Did not sign in 05 How useful was the help you used? Choose one answer, or skip this question. Not at all useful Slightly useful Moderately useful Very useful Extremely useful Did not use help 06 What was the biggest obstacle to getting started? Share your answer, or skip this question. 07 What would have made your first two weeks easier? Share your answer, or skip this question. #### One last look Review your answers before submitting this demo. 0 answered #### Thank you for trying the survey! You’ve tried the template from the respondent’s side. Make it your own with SurveyLegend. [Create your own survey](https://www.surveylegend.com/register/) Checking submission availability… This is a demo. We count starts and submissions only. Your answers stay in your browser and are never sent or saved. **—**Starts **—**Submissions Activity is temporarily unavailable. ## How to customize your saas onboarding survey Name the software and define the first-two-weeks window. Keep a direct support route for users who need help now. Do not ask users to share credentials or private workspace content. Match invitations to the same point after signup when comparing cohorts. Before sharing widely, try the questions with a few people from the intended audience and clarify anything they interpret differently. ## Printable saas onboarding survey template Use this printable saas onboarding survey template during an assisted onboarding session. It includes the same questions and space to write, giving people who prefer paper or are less comfortable online another way to take part. SurveyLegend helps you offer both formats. Tell respondents where to return the completed form and who will review it. Paper answers need a separate review or manual entry process; they are not automatically added to online responses. [![](https://www.surveylegend.com/user-guide-media/icons/download-pdf.svg) Download PDF](https://www.surveylegend.com/downloads/survey-templates/saas-onboarding-template.pdf) Export saas onboarding survey template as PDF ## AI prompt for a saas onboarding survey Use these questions to understand what happens between signup and a user’s first completed task. The full prompt below specifies your saas onboarding survey, including all 7 questions and response settings. Copy it, register for a free SurveyLegend account, and paste it into SurveyLegend’s AI survey creation tool. Review the result and add your organization’s details before sharing. AI prompt for a saas onboarding survey [Use prompt directly in SurveyLegend](https://www.surveylegend.com/register/) Create a free account, then paste the copied prompt into SurveyLegend. Already have an account? [Sign in to create your saas onboarding survey.](https://app.surveylegend.com/login/) ## How to use the answers Review first-task outcomes before overall setup ease. Users who never attempted a task need a different follow-up from those blocked halfway through it. Group obstacles, check them against actual onboarding steps, and test a change before assuming the survey proves a retention effect. ## Frequently asked questions ### When should new users receive this survey? This version uses the first two weeks after signup. If your onboarding cycle differs, change the period consistently across questions and invitations. ### Should users who never started be included? Yes. Their barriers can be different from those of people who completed setup. ### Does it measure retention? No. It records onboarding experience and reported task outcomes. Retention needs separate behavioral data and appropriate analysis. Technology & Digital Experience Survey Templates 1. [![Preview of the Website Feedback Survey demo showing its first question and answer options](https://www.surveylegend.com/survey-template-media/previews/website-feedback-demo-preview.avif) Website Feedback Survey Template Technology & digital experience This website feedback survey template helps you learn why visitors came to your website, whether they completed their task, and what got in the way. Its six questions cover the visit’s purpose, outcome, and difficulties. Adapt the questions to your website and create your survey with SurveyLegend.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/website-feedback-template/) 2. [![Preview of the AI Readiness Assessment demo showing its first question and response field](https://www.surveylegend.com/survey-template-media/previews/ai-readiness-assessment-demo-preview.avif) AI Readiness Assessment Template Technology & digital experience Use this AI readiness assessment template to identify what your team still needs before starting an AI pilot. Nine questions cover the proposed task, data access, review responsibilities, support, and success criteria. Build the assessment in SurveyLegend to bring practical questions into one conversation before choosing the next step.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/ai-readiness-assessment-template/) 3. [![Preview of the App Feedback Survey demo showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/app-feedback-template-preview.avif) App Feedback Survey Template Technology & digital experience A broad app rating rarely tells a product team where to start. Anchor feedback to a recent session and ask what the user was trying to do. Keep bug investigation separate from the feedback form so people are not asked to submit sensitive screenshots or account data.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/app-feedback-template/) 4. [![Preview of the Software Evaluation Survey demo showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/software-evaluation-template-preview.avif) Software Evaluation Survey Template Technology & digital experience A software demo can look convincing without showing whether the tool fits your work. Give evaluators the same trial task and ask what they could complete. Keep their experience separate from technical checks that require specialist review.](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/software-evaluation-template/) Free survey maker ## Start creating surveys today *for free* Create and bring your ideas to life with the survey tool used by people all over the world. [Get started for free ](https://app.surveylegend.com/register/)[Book a demo](https://www.surveylegend.com/schedule-a-demo-of-surveylegend/) Academic research survey ### Ready to collect better research data? Create academic surveys and questionnaires from ready-made templates. 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[Start free](https://app.surveylegend.com/register/) to create your saas onboarding survey and adapt the questions to your audience. [*Self-serve* Start free Create your first survey in minutes **Start free** ](https://app.surveylegend.com/register/)[*Guided help* Book a demo Talk with a SurveyLegend expert and choose the right plan. **Book a demo**](https://www.surveylegend.com/schedule-a-demo-of-surveylegend/)