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Savings goals survey template

Learn whether savings goals work, a month after people set one

Three questions for users a month into a goal: whether it changed how much they save, what they are saving for and what would help them stay on track. Use it as it is or change any question, and Usertick reads every written answer for you.

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What this savings goals survey tells you

A savings goals survey asks users whether the feature changed what they do with their money. This template asks three questions in under a minute: whether setting a goal changed how much they save, what they are saving for and what would help them stay on track.

It is written for a popup in your web banking app about a month after a user sets a goal, long enough for a payday or two to pass. Website surveys run in web apps when the Usertick script is on your own domain; a mobile app can open the survey's link instead, and the same link works in your own emails.

Every written answer is read as it arrives and filed under a category from your list, with a type, a sentiment and an urgency. Results shows the share who save more, the share of each goal with the typed Other answers listed, and up to 8 themes in what people say would help, each against the period before.

On your websiteAs a linkIn an emailAs a conversation
Questions
3
Time to answer
About a minute
Written for
A popup in your web banking app a month after a goal is set
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.

On your website

Show it as a popup, a side button or inside the page, and choose the pages and the moment it opens: on page load, after a delay, on scroll or as someone is about to leave, on every plan. Event and behavior triggers work on 1 survey on Free and on every survey from Starter.

The 3 questions, one by one

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

Question 1 of 3 · Yes / No

Has setting a goal changed how much you save?

Why ask it
A goal feature earns its place when people save more with it. A plain Yes or No asked a month in tells you whether it changes anything for most users.
What you learn
Results shows the share that said yes, against the period before, so a change to reminders or automatic transfers can be judged by the next period's share.
Make it yours
Select No in Results to read what those users say would help them stay on track.
Question 2 of 3 · Multiple choice · Optional

What are you saving for?

Why ask it
What people save for decides how the feature should talk to them. A down payment and a vacation fund need different timelines, nudges and amounts.
What you learn
Bars show the share and count of each goal, since users can pick more than one, with every typed Other answer listed beside the chart, and over time as stacked shares.
Make it yours
Add the goals your users name most in the Other answers, such as a wedding or a new baby, as options of their own.
Question 3 of 3 · Text · Optional

What would help you stay on track?

Why ask it
Users who are falling behind know why: a bill that came early, an amount set too high or a reminder they never saw. An open question collects those reasons in their words.
What you learn
Usertick reads each answer as it arrives, files it under a category and a theme from your list, marks it as an idea, a complaint or a question, and flags the urgent ones, in any language. Results shows up to 8 themes with their trends.
Make it yours
Read the ideas from users who answered No first, because they show what the feature is missing for the people it doesn't help yet.

What the answers show

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

What are you saving for?

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 Savings goals 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

    Time it to the goal date

    Pass the number of days since the goal was set as a trait with Usertick.identify(), and target users where it is at least 30, from Starter. Each user then sees the survey a month in, whenever they set their goal.

  2. 02

    Open it on the goal screen

    Target the page that shows the goal's progress, so the popup opens while the user is already looking at how they are doing.

  3. 03

    Ask once per user

    The survey shows until a user answers once. Keep that default, so people with several goals aren't asked on every visit.

  4. 04

    Leave balances out

    Ask about habits and reasons, never about amounts in the account or account numbers. The three questions work without them.

Product feedbackFinancial services surveysWebsite surveysSavings goals questions

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Templates

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Questions from the library

Browse the question library
  1. Are you saving toward something specific right now?Yes / No · Savings goals
  2. How on track does your savings goal feel?Big scale · Savings goals
  3. How many months of expenses do you have saved?Ruler · Savings goals
  4. How do you keep track of what you spend?Multiple choice · Everyday money habits
  5. How did this month's spending go?Emoji · Everyday money habits
  6. Where does most of your money go after the bills? Pick up to three.Multiple choice · Everyday money habits

Frequently asked questions

About a month after the user sets a goal, once a payday or two has passed. Earlier, most people can't yet say whether the goal changed anything.

Yes, by link. Website surveys run in web apps and single-page apps, and a mobile app can open the survey's link, for example from the goal screen.

Three or four. This template asks three, the last two optional, and takes under a minute.

A share of Yes answers that grows as you improve the feature, and Other answers that point to goals you can add. Compare each period with the one before, since every Results card shows that comparison.

On every plan, a workflow can send each response as an event to Mixpanel or Segment when the page passes the user ID with Usertick.identify(), so the answers sit beside each user's saving activity.

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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