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Enrollment survey template

Find the steps that slow enrollment, while they are still fresh

Four questions for new students, parents and guardians once enrollment is confirmed: how easy it was, which steps were unclear, how well they were kept informed and what would have made it easier. Use it as it is or change any question, and Usertick reads every written answer for you.

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What this enrollment survey tells you

An enrollment experience survey asks new students, or the parents and guardians who enrolled them, how the path from application to a confirmed place went. This template takes about a minute: an effort score for applying and enrolling, the steps that were unclear, a rating for how well your team kept them informed, and what would have made it easier.

It is written for an email in the days after enrollment is confirmed, sent to a contact list of the people who enrolled that week. The same template runs as a link in the welcome email your admissions system sends, inside your own confirmation page when the Usertick script runs on that domain, or as a conversation that asks one question at a time.

Every written answer is read as it arrives and filed under a category from your education list, such as fees and payments or platform and access, with a type and an urgency. Results shows the average effort on the 1 to 7 scale and the share who found it easy, bars for each unclear step with the typed Other answers, and the communication rating, each against the period before.

In an emailAs a linkOn your websiteAs a conversation
Questions
4
Time to answer
About a minute
Written for
An email in the days after enrollment is confirmed
Plans
Every plan, the free plan included

See it on every channel

The same template on your website, behind a link, in an email and as a conversation.

In an email

Send it from Usertick to a contact list, with the first question inside the email. A tap on an answer opens the rest of the survey with that answer already kept. Usertick sends 50 emails a month on the free plan, or connect your own sender.

The 4 questions, one by one

What each question asks, why it is there, what it shows you and what to change.

Question 1 of 4 · Customer effort

How easy was it to apply and enroll?

Why ask it
Enrollment is a task, so the right measure is effort. A scale from very difficult to very easy shows friction that a general satisfaction score would hide.
What you learn
The average on the 1 to 7 scale and the share who found it easy, with a hard-to-easy bar, compared with the period before.
Make it yours
Keep it first. In the email it can be answered inside the message, and the rest of the survey opens with that score kept.
Question 2 of 4 · Multiple choice · Optional

Which steps were unclear?

Why ask it
The steps that confuse people are the ones that cause calls, emails and missed deadlines. People pick every step that was unclear, or name another one under Other.
What you learn
Bars with the share and count for each step, with every typed Other answer listed beside the chart. Select a step to filter the whole page to the people who chose it.
Make it yours
Rename the steps to match your own process, such as Placement test or Transcript upload, and keep None of them as the last option.
Question 3 of 4 · Stars

How well did we keep you informed?

Why ask it
Between applying and enrolling, people wait on decisions, offers and deadlines. This rating shows whether your updates reached them in time.
What you learn
The average out of 5, a bar per rating and the share who rated it 4 or higher. Select the low ratings to see which steps those people found unclear.
Make it yours
When the rating drops, check the timing of your offer and deadline emails before you rewrite them.
Question 4 of 4 · Text · Optional

What would have made it easier?

Why ask it
One open question catches what the list of steps missed, in the words students and parents actually use.
What you learn
Usertick reads each answer, files it under a category from your list, marks it as an idea, a complaint or a question and flags the urgent ones, in any language.
Make it yours
Keep it optional, so someone in a hurry still sends the first three answers.

What the answers show

Results turns each question into numbers you can follow week by week.

How easy was it to apply and enroll?

The average on its own scale and the share who found it easy, against the period before and by device.

Which steps were unclear?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

Every written answer, read for you

Each answer arrives with its category, theme, type and urgency, so the urgent ones reach your team first.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Enrollment experience in the template gallery. It opens in a matching style, ready to change.

  2. 2

    Make the questions yours

    Reword any question, change the options, and add logic or more questions.

  3. 3

    Choose where it runs

    Show it on your website, send it by email, share its link and QR code, or switch it to a conversation.

  4. 4

    Publish and read the answers

    Answers arrive in Results and the inbox as people send them, each written one read and filed by Usertick.

Tips for this survey

Small choices that keep people answering and the answers useful.

  1. 01

    Send it in weekly batches

    Export the week's confirmed enrollments as a CSV with an email and a name per line, import them to a contact list and send the survey to that list.

  2. 02

    Ask the person who did the work

    Send it to whoever filled in the forms: the student, or the parent or guardian when the student is under 16.

  3. 03

    Keep the skip on

    Skip people who already received this survey is on by default, so a weekly send never asks the same family twice.

  4. 04

    Fix one step per intake

    Pick the step with the largest share of unclear answers, rewrite its page or email, and check the share again after the next intake.

Customer effort scoreCourse evaluation surveysEmail surveysAdmissions and enrollment questions

More customer effort templates and questions

Templates like this one, and single questions from the library to add to it.

Templates

Browse all templates
Customer effortScholarship processLearn how clear and fair your scholarship or financial aid process felt to applicants. Send it after decisions are announced.
Customer effortTask effort reviewMeasure the effort and time a key task takes, and find the step that slows people down. Show it after someone finishes a long task, such as an import or their first report.
Customer effortCustomer effort (CES)Measure how much effort it took customers to get what they needed. Show it right after a support ticket is solved, a checkout or a setup step.
Customer effortReturns and refundsMeasure how easy your returns process is and learn the real reasons products come back. Send it once the refund has been issued.

Questions from the library

Browse the question library
  1. How easy was the application process?Customer effort · Admissions and enrollment
  2. Where did it get hard?Multiple choice · Admissions and enrollment
  3. How helpful were the admissions staff?Stars · Admissions and enrollment
  4. How fair did the exam feel?Stars · Exams and grading
  5. How well did the exam match what you were taught?Multiple choice · Exams and grading
  6. Did you finish every question in time?Yes / No · Exams and grading

Frequently asked questions

Within a few days of the confirmed place, while every step is still fresh. Waiting until classes start mixes enrollment with the first weeks of school.

No. Usertick doesn't send after an event in another system. Send it to a contact list each week, put its link in the confirmation email your own system sends, or show it on your confirmation page with the Usertick script.

The person who completed enrollment. For students under 16, send it to a parent or guardian, since Usertick's terms don't allow surveys aimed at people under 16.

Yes, as a separate survey sent to that list. Change the first question to ask about the application, and add a question on why they chose another school.

Yes, on every plan. A workflow can post each response that picks Fees and payment to Slack or Microsoft Teams, or add every answer to a Google Sheet the admissions team already uses.

Yes. Every template comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.

Yes. The template becomes your own survey, so reword any question, add or remove questions, and change the options and the logic. The gallery stays as it is.

Yes, from Starter. The template is written in US English. Add languages by hand or with AI translation, and each person sees the survey in their browser's language.

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