software satisfaction survey

Feedback Survey

Software Satisfaction Survey: Automated CSAT at Every SaaS Milestone

Software Satisfaction Survey: Automated CSAT at Every SaaS Milestone

Send satisfaction surveys after onboarding and support tickets. Turn scores into signals for product and success teams.

Send satisfaction surveys after onboarding and support tickets. Turn scores into signals for product and success teams.

Satisfaction at month 3 predicts SaaS renewal more reliably than usage data alone. Deploy this automation and a short survey fires at day 30 and day 90 automatically, catching quietly disappointed customers before they stop logging in.

About this automation

Type

Feedback Survey

Industry

Free to use

✓ Yes

Deploy time

Under 5 min

Triggers

API, In-App

Delivers via

In-App, Email

What this survey asks

01

How satisfied are you with the product so far?

Rating, 1 to 5 stars, asked at day 30 and again at day 90

02

Has onboarding covered everything you needed?

Yes / Partially / No, day 30 only

03

Is the product delivering the value you expected at signup?

Rating, 1 to 5 stars, day 90 only

04

What's one thing that would make this a 5?

Open text, recovery signal for at-risk accounts

05

How likely are you to renew?

0 to 10 scale, day 90 only

The automation

What happens when you deploy it

What happens when you deploy it

Set it up once on FeedbackRobot, it runs on its own and routes every customer response to the right outcome.

Set it up once on FeedbackRobot, it runs on its own and routes every customer response to the right outcome.

Trigger: new customer account created

Fires when a new customer account is created, connecting via API, Zapier, or any webhook-capable tool.

API, In-App

Check-in surveys at day 30 and day 90

Goes out via In-App or Email, short and milestone-specific, not a generic happiness prompt.

Routed by at-risk signal

A low score at day 30 or day 90 flags the account for customer success outreach.

Positive sentiment

Logged as a healthy account, no action needed.

Needs attention

Routed to customer success as a day-30 or day-90 risk signal.

Customer health dashboard

Scores, trends, and at-risk accounts, updated in real time.

Why this automation matters

Usage data tells you what customers do, not how they feel about it. A customer logging in regularly but struggling with a specific workflow looks identical in your analytics to one who has fully adopted the product and loves it. You cannot tell them apart until one of them puts in a cancellation request. Deploy FeedbackRobot's software satisfaction automation and milestone surveys fill the gap. At day 30, every new account receives a brief check-in about onboarding and initial experience. At day 90, another short survey assesses whether the product is delivering what was promised at the point of sale. A customer who rates their experience three out of five at 30 days, even while showing normal usage, is a churn risk your analytics would not flag. This automation catches them while there is still time to intervene. At the company level, milestone satisfaction scores aggregated across the customer base give you a baseline that makes process changes measurable. Did the updated onboarding flow improve 30-day CSAT? Did faster support response times translate into higher satisfaction after ticket resolution? Continuous measurement answers those questions in near real time rather than at the end of the quarter.

Expected outcome

SaaS companies surveying at day 30 reduce involuntary churn by 22% within the first renewal cycle

SaaS companies surveying at day 30 reduce involuntary churn by 22% within the first renewal cycle

Connects to the platforms that matter

Triggers

API, In-App

Channels

In-App, Email

Common questions

Why check in at both day 30 and day 90 instead of just once?

Usage data alone can't distinguish a struggling customer from a satisfied one, and the two milestones catch different risks: day 30 measures whether onboarding actually landed, day 90 measures whether the product is delivering the value that justified the purchase.

What happens if a customer scores well at day 30 but poorly at day 90?

Each milestone is scored and routed independently, so a day-90 risk signal reaches customer success regardless of how day 30 went, nothing gets suppressed by an earlier good score.

Can I add more check-in points beyond day 30 and 90?

Yes, the milestone schedule is configurable, some businesses add a day-180 or annual renewal check-in on top of the two defaults.

Does this replace an NPS program?

Not necessarily, NPS measures broad relationship sentiment at long intervals; this is scoped specifically to onboarding and early product value, the two moments most correlated with early churn.

Related templates

Deploy this automation

No developer needed. Connect your trigger, pick your channels, and your feedback automation runs on its own from there.

Deploy now