Crypto questions that show how well customers understand the risk
Ask customers what they hold, how they got started and how comfortable they are with the risk. Each question below comes with when to ask it and what the answer tells you.
What crypto survey questions tell you
Crypto survey questions ask customers what they hold, where they keep it, how they got started and how well they understand the risk. For a bank or broker deciding whether to offer crypto or other new assets, the answers show who is already invested elsewhere and what they would want from you, from security to clear risk warnings.
Ask as a one-off research survey before you launch a product, or a few weeks after customers start using one. Show it on your website or in online banking with a side button, or send it by email. Pick five or six questions, and use logic so customers who hold nothing skip the questions about holdings.
Each written answer gets a category, a theme, a type and a sentiment, and each response an urgency, so a customer worried about a loss reaches your team quickly. Give those responses an owner in the inbox, and add every answer to a Google Sheet for your research.
- Questions
- 14
- Best asked
- Before a launch, or weeks after customers start
- Industry
- Finance
- Where to find them
- From library in the Usertick survey editor, on every plan
The 14 crypto and new assets questions, with when to ask each
Grouped by what they tell you. Use them as they are or change the wording.
Who holds crypto today
Ask whether customers hold crypto, what, where, for how long and how they started, so every other answer can be read by experience.
- 01Yes / No
Do you hold any crypto today?
A first yes or no that splits holders from everyone else. Use logic so customers who answer No skip the questions about wallets and holdings.
- 02Multiple choice
Which of these have you tried?
What the customer has tried, from Bitcoin to staking, with None of these. The bars in Results show how far beyond the best known coins your customers go.
- 09Dropdown
Where do you keep your crypto?
Where the customer keeps crypto, from an exchange to a hardware wallet. Select an answer in Results to compare how well each group understands the risk.
- 11Ruler
How many months have you been investing in crypto?
Months of crypto investing, on a ruler up to five years. Results shows the median and the middle half, which tells you whether your customers are newcomers or long-time holders.
- 04Multiple choice
What got you started?
What got the customer started, from a friend to their own research. The donut shows where interest comes from, which helps you decide where risk warnings need to reach.
Understanding and risk
Put understanding beside comfort with risk and the clarity of warnings, since customers comfortable with risk they don't understand need the most care.
- 05Big scale
How well do you understand what you hold?
How well customers understand what they hold, on a 1 to 10 scale. Select the low columns in Results to read what those customers want explained first.
- 10Mood dial
How comfortable are you with the risk?
How comfortable the customer is with the risk, on a mood dial. Results shows the faces with each share; read it beside the understanding score.
- 14Stars
How clear are the risk warnings you have seen?
Stars for how clear the risk warnings were. Ask it after customers have seen yours; a low average means the warnings need plainer words.
- 06Text
Which part of crypto would you want explained first?
The open question on what to explain first. Answers come with a theme, so a cluster on fees, taxes or wallets gives your education content a starting list.
What customers want from a provider
Ask whether they would buy through you and what matters in a crypto app, before you decide what kind of product to offer.
- 07Yes / No
Would you buy crypto through your bank?
Whether the customer would buy crypto through you. Select Yes in Results to see what those customers rate most important in a crypto app.
- 08Matrix
Rate a crypto app on what matters
How important security, fees, ease of use and clear risk warnings are, on a three-step grid. The heat map shows what matters most, with an average for each row.
- 13This or that
In new assets you care more about
Two trade-offs: big returns or not losing money, and doing it yourself or a managed product. The split bars help you decide what kind of product to offer.
Where crypto fits in their money
See how much of their investing crypto takes up and what would make them sell, so your plans match how customers actually hold it.
- 03Points allocation
Split 100 points across where your investments sit
Customers split 100 points across crypto, stocks, cash, property and bonds. Results shows the average points per item, a picture of how much crypto weighs against the rest.
- 12Text
What would make you sell everything?
What would make the customer sell everything. The answers show which events worry holders most, useful for your risk warnings and support plans.
Tips for asking about crypto and new assets
Small choices that get honest, useful answers.
- 01
Ask before you build
Run the survey before you launch a crypto product. The answers on what customers hold and what they want should shape it.
- 02
Let non-holders skip ahead
Use logic so customers without crypto skip straight to understanding and what they would want from you.
- 03
Read risk and understanding together
Select the happiest faces on the risk dial in Results and look at their understanding scores. That group needs your clearest warnings.
- 04
Keep the survey neutral
Ask about experience and expectations, and avoid wording that reads like a recommendation to buy or sell.
Add these questions to a survey
From the library to the first answers.
- 1
Open the library
In the Usertick survey editor, choose From library, filter by industry and topic, and add several questions at once.
- 2
Or paste your own list
Paste questions reads up to 10 questions from any text on Free, 100 on Starter and 200 on Pro and above, keeps your wording and picks an answer type for each.
- 3
Choose where it runs
Show the survey on your website, send it by email, share its link and QR code, or switch it to a conversation.
- 4
Read the answers
Results counts every score and choice, and Usertick reads each written answer and files it by topic, on every plan.
Templates and more questions about crypto and new assets
Full surveys that ask about the same things, and neighboring topics in the library.
Templates
Browse all templatesFrequently asked questions
Customers who invest with you or have shown interest in new assets. Use the first question to split holders from everyone else.
Yes, for a website, link or QR code survey with anonymous responses turned on: no user ID, traits or visitor ID are stored. Surveys sent through Usertick email aren't anonymous.
Five or six. Start with whether they hold crypto, ask what and where, how well they understand the risk, and end with the open question.
Yes, from Starter. Target a website survey by a user trait you pass in, such as an investing flag, or send it by email to a contact list of investors.
Yes. The question library comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.
Yes. Once a question is in your survey, reword it, change its options or its answer type, and add logic to skip it for some answers.
Yes. The library is translated into Usertick's built-in languages, and in any other language it shows in English for you to translate.
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