Transfer questions that show what makes sending money feel safe
Ask customers how a transfer went, from the fee and the exchange rate to the moment it arrived. Each question below comes with when to ask it and what the answer tells you.
What money transfer survey questions tell you
Money transfer survey questions ask customers who they send money to, how easy it was, how long it took to arrive, how clear the fee was and what worries them, from the wrong recipient to scams. For a bank or a transfer service, the answers show whether customers trust a transfer to arrive and what would make them send more with you.
Ask right after a transfer arrives. In your web app, show the survey after a transfer is sent, using a custom event from your code (from Starter, or on 1 survey on Free), or send a short survey by email to customers who sent money that week. Pick four or five questions.
Written answers get a category, a theme, a type and a sentiment, and each response an urgency, so a customer whose money hasn't arrived reaches support first. Give each response an owner and a status in the inbox, and open a ticket in Zendesk or Intercom.
- Questions
- 13
- Best asked
- Right after a transfer arrives
- Industry
- Finance
- Where to find them
- From library in the Usertick survey editor, on every plan
The 13 sending money questions, with when to ask each
Grouped by what they tell you. Use them as they are or change the wording.
How the transfer went
Start with the effort score, then the minutes, the promise and a grid, the facts behind every transfer rating.
- 02Customer effort
How easy was it to send the money?
How easy it was to send. Results shows the average and the share who found it easy; low scores point at entering recipient details or the confirmation steps.
- 03Ruler
How many minutes did the transfer take to arrive?
Minutes until the money arrived, on a ruler up to two hours. Results shows the median and the middle half, which you can compare with the time you promise.
- 04Yes / No
Did the money arrive when you were told it would?
Whether the money arrived when promised. Select No in Results to read what those customers said about the last transfer that went wrong.
- 10Matrix
Rate the transfer on each
Speed, fees, the exchange rate and tracking in one grid. The heat map shows which part of the transfer customers rate lowest, with an average for each row.
Fees and the exchange rate
Ask how clear the fee was and which trade-offs customers prefer, before you change pricing or the confirmation screen.
- 07Stars
How clear was the fee before you sent it?
Stars for how clear the fee was before sending. Results shows the average and the share who rated 4 or higher; read it beside the fees row of the grid.
- 13This or that
When sending money you prefer
Two pairs: the lowest fee or the fastest arrival, and a confirmation message or tracking in the app. The split bars help you set defaults.
Who customers send to and how often
Learn who receives the money, how often customers send abroad and whether they have canceled a transfer, so you can read every answer in context.
- 01Multiple choice
Who do you usually send money to?
Who the customer sends to, from family to their own account abroad. Select an answer in Results to compare fee and speed answers for each kind of transfer.
- 08Dropdown
How often do you send money abroad?
How often the customer sends money abroad, from every week to never. Select Every week in Results to read your most frequent senders' answers.
- 09Yes / No
Have you ever cancelled a transfer?
Whether the customer has ever canceled a transfer. Select Yes in Results to read what went wrong, which may point at a wrong recipient or a fee shock.
Trust and worries
Measure trust, name the worries and let customers describe what went wrong, so you know which reassurance to add.
- 11Big scale
How much do you trust a transfer to arrive?
Trust that a transfer will arrive, on a 1 to 10 scale. Compare it with the period before after you add tracking or confirmations.
- 05Multiple choice
What worries you when you send money?
What worries the customer, from the wrong recipient to scams, with Nothing. The bars show which reassurance to add to the transfer screens.
- 06Text
What would make sending money feel safer?
The open question on safety. Answers arrive with a sentiment and a theme, so ideas such as name checks or confirmations group together.
- 12Text
What happened the last time a transfer went wrong?
What happened the last time a transfer went wrong. These stories show where your process failed and what customers needed in the moment.
Tips for asking about sending money
Small choices that get honest, useful answers.
- 01
Ask right after it arrives
Send the survey once the money has arrived, while the fee and the wait are fresh.
- 02
Read worries before you redesign
Check the worries and safety answers before you change transfer screens, and add reassurance where customers asked for it.
- 03
Follow up on missing money
Give every answer about money that didn't arrive an owner in the inbox the same day.
- 04
Read transfers abroad on their own
Read transfers abroad apart from domestic ones. Exchange rates and timing make them a different experience.
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 sending money
Full surveys that ask about the same things, and neighboring topics in the library.
Templates
Browse all templatesFrequently asked questions
Right after the transfer arrives. In your web app, show the survey after a transfer, using a custom event from your code (from Starter, or on 1 survey on Free), or send it by email to that week's senders.
Four or five. Start with how easy it was, ask whether it arrived on time and how clear the fee was, and end with the open question.
Usertick doesn't run inside a phone app, but your app can open the survey's link after a transfer. On your website and web app, the survey can show as a popup or inside the page.
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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