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Welcome survey template

Know who just signed up, and what they came to do

Four tap questions right after signup: the person's role, the size of their company, what brought them and where they first heard about you. Add one open question and Usertick reads every written answer for you.

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What this welcome survey tells you

A welcome survey asks new users who they are and what they came to do, before they start using the product. This template is four taps and about 40 seconds: their role, the size of their company, the job that brought them, and where they first heard about you, so you can tailor onboarding and see which channels bring the right people.

It is written for the first screen after signup in your web app, as a popup that opens when the page loads. Target that page, such as your welcome or getting started route, and leave the show frequency on until answered so each person sees it once. The same survey can also go out as a link in your welcome email.

Results shows the share of each role, company size, goal and source, with every typed Other answer listed, against the period before. Select one source, such as A podcast or article, to see which roles and company sizes it brings, and send the answers on to your own tools to shape onboarding for each group.

On your websiteAs a linkIn an emailAs a conversation
Questions
4
Time to answer
Under a minute
Written for
The first screen after signup, before the product tour
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 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 · Dropdown

What's your role?

Why ask it
A founder, an engineer and a support lead want different first steps. The role is the simplest way to send each person to the right one.
What you learn
A donut with the share and count of each role, with typed Other answers listed, and the shares over time. Select Engineering to see which sources bring developers.
Make it yours
Use the roles your sales team sells to, and keep the list short enough to read at a glance.
Question 2 of 4 · Multiple choice

How many people work at your company?

Why ask it
Company size tells you whether a signup is a solo user or a team that may need several seats and a sales conversation.
What you learn
A donut with the share of each size band, over time as stacked shares. Select 201 to 1,000 to see what larger companies came to do.
Make it yours
On every plan, send the size to HubSpot with a workflow, so larger signups reach your sales team the same day.
Question 3 of 4 · Multiple choice

What brings you here today?

Why ask it
The job that brought someone is the promise your onboarding has to keep first. Someone replacing a tool and someone exploring need very different first screens.
What you learn
A donut with the share and count of each goal, with typed Other answers listed. Select Replace a tool I use today to see those users' roles and company sizes.
Make it yours
Write the goals as the jobs your product does, and change the first screen or checklist for the top two.
Question 4 of 4 · Multiple choice

How did you first hear about us?

Why ask it
Analytics records the last click before signup. The person can tell you about the friend, the podcast or the article that came first.
What you learn
A donut with the share of each source over time, with typed Other answers listed beside it, so word of mouth gets a number of its own.
Make it yours
Add the names people know, such as your podcast or a community you post in, as options.

What the answers show

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

What's your role?

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.

How many people work at your company?

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.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Welcome survey 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 before the tour starts

    Open the survey on the first screen after signup, so the answers can change what each person sees next.

  2. 02

    Pass answers to your onboarding tools

    On every plan, a workflow sends each response to Intercom, Segment or HubSpot, where your onboarding emails and checklists can use it. A webhook can also send it to your own code.

  3. 03

    Keep it to taps

    Every question here is a single tap. Add an open question only if someone will read the answers, since each one adds time to the first minute in the product.

  4. 04

    Compare sources by role

    Select a source in Results and look at the roles and company sizes it brings, so you spend on the channels that bring the people you sell to.

Onboarding surveysSaaS surveysWebsite surveysSandbox and test data questions

More onboarding templates and questions

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

Templates

Browse all templates
OnboardingOnboarding feedbackLearn how the first steps in your product felt, what new users came to do and where they got stuck. Trigger it when someone finishes setup or on their third day.
OnboardingTime to valueFind out how long new customers take to get real value from your product and what slows them down. Send it 30 days after signup.
OnboardingTrial check-inCatch trial users who are stuck before the trial runs out, and learn what they came to test. Show it on the third day of the trial.
OnboardingInviting the teamLearn how easy it is to bring a team on board and what keeps invited colleagues from joining. Send it to account owners a week after their first invite.

Questions from the library

Browse the question library
  1. Do you test changes before they reach your live account?Yes / No · Sandbox and test data
  2. Where do you test?Multiple choice · Sandbox and test data
  3. How easy is it to create test data?Customer effort · Sandbox and test data
  4. How many seats does your plan include?Number · Seats and permissions
  5. How many of your seats are actually in use?Multiple choice · Seats and permissions
  6. How easy is it to add or remove a person?Customer effort · Seats and permissions

Frequently asked questions

Right after signup, on the first screen of the product, before the tour or checklist. Later the person is busy, and the answers can no longer shape their first steps.

Three to five, all quick. This template asks four taps and takes about 40 seconds.

Yes. On every plan, a workflow sends each answer to HubSpot, Intercom or Segment, where your onboarding emails and messages can use it. A webhook can also send it to your own code.

Not after an answer. With the default show frequency, the survey shows until a person answers once, and closing it holds it back for the rest of the browser session.

Yes. The same script runs in web apps and single page apps, so the survey can open on the first route after signup.

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