Support teams collecting satisfaction feedback after cases, visits, or service interactions.
Customer Satisfaction Survey Template
Collect CSAT ratings, comments, feedback themes, service issues, follow-up owners, response status, and dashboards for closing the loop.
Built for support, success, service, and operations teams that want customer feedback to create visible follow-up instead of isolated survey results.
Customize forms, views, roles, automations, and dashboards to match your workflow. Preview the live Customer Satisfaction Survey workflow, then customize the template for your team.
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Overview
What this template helps you manage
Use this customer satisfaction survey to collect ratings, identify issue themes, assign follow-up owners, and monitor satisfaction trends.
Who It's For
Teams that benefit most from this template
Customer success teams assigning owners for low scores and recurring themes.
Operations leaders monitoring service quality and follow-up completion.
What's Included
Workflows and components included in this template
Main workflows
Customer satisfaction response form.
Capture customer, account, interaction type, satisfaction score, reason, feedback theme, issue detail, and contact preference.
Feedback follow-up queue.
Assign owners, classify themes, track response status, document actions, and close the feedback loop.
Satisfaction trend dashboard.
Monitor CSAT scores, unresolved follow-up, feedback themes, customer segments, and action completion.
Included components
- Customer Satisfaction Survey
- Action And Follow-up Log
- Control Register
- Customer Satisfaction Survey Queue
- Customer Satisfaction Survey Dashboard
- Owner Follow-up Reminder
- Escalation Notification
- Customer Experience
- Support Manager
- Operations
Why Teams Use It
Why this workflow works
- Turn survey responses into owned follow-up work instead of passive reports.
- Keep scores, comments, themes, owners, and action history tied to each feedback record.
- Use dashboards to find recurring service issues and unresolved customer follow-up.
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Template Preview
See how the template looks across key views
Customer Satisfaction Survey.
Collect CSAT ratings, comments, feedback themes, service issues, follow-up owners, response status, and dashboards for closing the loop.
Customer Satisfaction Survey Queue.
Review open records by owner, status, due date, priority, and next action.
Customer Satisfaction Survey Dashboard.
Monitor workload, trends, status mix, overdue items, and completion progress.
How It Works
From setup to rollout
A requester submits the customer satisfaction survey with required context, attachments, and timing.
The responsible owner reviews the record, assigns work, and updates status as the request moves forward.
Queues and dashboards show open work, overdue items, owners, categories, and completion trends.
Completed records stay searchable for reporting, audit context, and process improvement.
FAQs
Common questions about this template
What is included in this customer satisfaction survey template?
It includes CSAT response fields, comments, feedback themes, owner assignment, follow-up status, action notes, and dashboards.
Can this support low-score follow-up?
Yes. You can route low scores to owners, set due dates, record actions, and track whether the customer issue was closed.
Can the survey questions be customized?
Yes. You can change questions, rating scales, themes, views, dashboards, automations, and permissions.
Use Cases
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