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Integration feedback survey template

Find where integration setup gets hard, and which tool to build next

Three questions right after someone connects an integration: how easy it was, what made it hard for those who struggled, and which tools they want to connect next. Usertick reads every written answer and groups the requests into themes.

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What this integration feedback survey tells you

An integration feedback survey asks users how connecting another tool went, right after the connection is made. This template takes about a minute: a customer effort score, a follow-up about what made it hard for the users who scored it low, and one open question about the tools they want to connect next.

It is written for a popup in your web app on the screen that confirms the new connection. Target that page on every plan, or, from Starter or on 1 survey on Free, fire a custom event such as Usertick.trigger("integration_connected") from your code. Leave the show frequency on until answered so a user who connects several tools answers once, or set it to show again after a number of days to hear about each one. The same survey also runs as a link in the email that confirms the connection.

Results shows the average effort score and the share who found it easy, with a hard-to-easy bar, against the period before. Usertick reads each written answer and files it under a category such as integrations or ease of use, with a type and an urgency, so problems with one step stand out.

On your websiteAs a linkIn an emailAs a conversation
Questions
3
Time to answer
About a minute
Written for
Your app's integrations page, right after a connection is made
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 · Customer effort

How easy was it to set up this integration?

Why ask it
Connecting an integration usually means two accounts, permissions and settings in another product. The effort score measures how much of that got in the way.
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 the skip: a score of 5 or higher goes straight to question 3, so only users who struggled are asked what made it hard.
Question 2 of 3 · Text · Optional

What made it hard?

Why ask it
Only users who scored 4 or lower see this question, so every answer here describes a real problem: an unclear permission screen, a failed sign-in or a missing field.
What you learn
Usertick gives each answer a theme, a type such as a bug or a complaint, and an urgency. Results lists the answers filterable by theme, so one broken step stands out.
Make it yours
Run a separate survey for each integration, each on its own page or event, so every answer is about one tool.
Question 3 of 3 · Text · Optional

Which other tools would you like to connect?

Why ask it
Users who just connected one tool know which others they use every day. Their answers are a list of the next integrations to build, named by people who will use them.
What you learn
Each answer with its sentiment and theme, filterable by theme, with up to 8 themes and their trends. Read the answers filed under integrations to count requests per tool.
Make it yours
Keep it optional, and count the tools named here each quarter before you plan the next integration.

What the answers show

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

How easy was it to set up this integration?

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

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 Integration setup 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

    Ask on the confirmation screen

    Open the survey where the new connection shows as live, so the user answers with the setup still in view.

  2. 02

    One survey per integration

    Make a separate survey for each integration you want to measure, so the effort score for each tool stays apart in Results.

  3. 03

    Alert on failed setups

    On every plan, a workflow posts urgent responses to Slack or Microsoft Teams, so support can help a user whose connection failed on the same day. From Starter, it can also open a Zendesk ticket with the answers as an internal note.

  4. 04

    Keep a list of requested tools

    On every plan, a workflow adds each response to a Google Sheet, so the product team can tally the requested tools in one place.

Customer effort scoreSaaS surveysWebsite surveysFeatures questions

More customer effort templates and questions

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

Templates

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Customer effortSSO setupMeasure how hard single sign-on is to set up and where admins get blocked. Send it to admins a day after SSO is turned on.
Customer effortData importFind out how smoothly customers brought their data in and what went wrong along the way. Show it after the first import completes.
Customer effortSandbox experienceLearn how well your test environment prepares developers for going live. Send it when a customer moves from the sandbox to production.
Customer effortSecurity review processFind out how easy it was for a buyer's security team to get what they needed from you. Send it when the review is signed off.

Frequently asked questions

Right after the connection is made, on the screen that confirms it. Later, users remember that it works and forget what was hard.

The first question has skip logic: a score of 5 or higher on the 1 to 7 scale goes straight to the question about other tools. Only users who found it hard are asked why.

Yes. Target the page that confirms the connection on any plan, or, from Starter or on 1 survey on Free, fire a custom event from your code and open the survey on it.

Two or three. Users who found it easy answer two, and the others answer three, in about a minute. Both open questions are optional, so a user in a hurry can stop after the score.

Count the tools named in the last question each quarter, and weigh them against how many of your customers use each one before you plan the next integration.

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.

Listen better, act faster, and build what truly matters.

Start free, see what your customers mean, and get each answer to the person who can act on it.

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  • 150 responses a month on Free
  • Every channel and AI analysis
  • No card needed