New customer form template

Question 1

What is the new customer form template?

Answer

The new customer form is a welcome survey you trigger when a new customer signs up.

It's a powerful tool to glean the information on your customers necessary to hone your offering, provide better customer experience, or perfect your marketing communication.

You can also use the survey to learn more about the market.

Question 2

What questions should I ask in a new customer form?

Answer

The content of the survey is strictly tied to your business needs. The questions you include will vary depending on your current needs and processes.

Let's say you cater to various customer segments, and you've customized their onboarding experience based on each customer group's unique needs. In this scenario, you can use the new customer form to identify which segment a new customer belongs to and send them down the right path.

If you're at the point of uncovering who your customers are, use the form to gain the information you need. Ask questions about new customers' demographics, motivations, and goals. You can also ask how they discovered you. The responses will add an additional layer to the information you glean from your analytics tools.

Finally, you can also use the form to explore your market niche and understand who your biggest competitors are. If this is something you need to find out, ask questions about the products or services customers have been considering and what made them choose you.

The example questions you may want to include in the new customer form are:

How did you discover us?
Are you going to use our product for private or professional purposes?
What is your role in the company?
What do you want to do with our product?
What is the biggest pain you hope the product will solve?

For more questions, check out the new customer form template above.

Question 3

Why use a new customer form?

Answer

The moment a new customer signs up is an ideal opportunity to learn who they are. How you're going to use this opportunity will depend on various factors:

The maturity of your business and the kind of customer feedback you need
How well you know the customer base
What onboarding experience you provide
What kind of onboarding experience you plan to design

If - in all honesty - you cannot say that you have a profound understanding of your buyer personas, use the new customer form template to deepen it. Find out who your customers are, why they are interested in your product or services, and what they want to achieve.

If you're new to the market or you simply don't have a complete picture of who your competitors are, use the new customer form to ask about your clients' perception of competitors.

Or maybe you're a mature business with great processes in place, and you're ready to offer an onboarding experience tailored to the needs of particular customer segments. In this case, the new customer form will help you identify who the incoming customer is and send them down the right onboarding path.

There are many reasons why it's a good idea to use the new customer form. Yet, you need to know your “why” before you trigger the form.

Question 4

How to use the new customer form template by Survicate?

Answer

Using Survicate is very intuitive. Once you sign up, the tool gives you step-by-step instructions on creating and configuring the survey for best results.

Click the button next to the template's preview above to get started. Once you sign up, modify the new customer form to your needs:

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1. Modify the survey template.

Tweak the survey questions by adding or deleting some. To improve the onboarding experience, customize the survey, change branding, and - if needed - add the progress bar.

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2. Integrate the survey with 3rd party tools.

In the case of the new customer form, it's important that you configure the survey by integrating it with the CRM you use. This way, you'll be able to sync the data and leverage them in your marketing and the future surveys you send.

Optionally, connect a product management platform, or a collaboration tool like Slack or Microsoft Teams. This will help you speed up the feedback handling process and make them part of your team's workflow.

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3. Make distribution choices.

Now that you're ready, decide on when you want to send the survey:

Do you want to share it on a website, in your web app, or do you want to trigger it in your mobile app? Or, maybe, you want to make it a part of your email onboarding sequence? If so - generate the survey link or a code to embed the survey in the emails you send.

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4. Run and analyze the survey results.

Start analyzing the results. Survicate gives you real-time access to customer feedback - you'll find the responses in the survey report in your pannel. And, if you've connected the tool to Slack - they'll be dripping down this channel.

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Survicate is a versatile, hassle-free feedback collection tool that you can leverage to gain powerful insights into your customer database.

‍Sign up for free or choose a higher pricing tier. Start feedback collection today.

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New customer form template

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Survicate has your (feed)back

New customer form template

What is the new customer form template?

What questions should I ask in a new customer form?

Why use a new customer form?

How to use the new customer form template by Survicate?

Large section heading

All native integrations are1-click and code-free

Survicate has your (feed)back

All native integrations are
1-click and code-free