Design The Study
Use a template
Start from a preset study type when the workflow matches a common research or feedback job.
Templates help you avoid a blank start.
The New Study screen includes preset templates for common workflows.
Observed templates:
- Customer Discovery
- Customer Satisfaction
- Product/Service Feedback
- Employee Experience
Choose the closest job
Use Customer Discovery to learn what people need before they choose you.
Use Customer Satisfaction to understand why customers are happy, frustrated, or leaving.
Use Product/Service Feedback to collect deeper feedback on a product, service, store experience, onboarding flow, package, feature, or offer.
Use Employee Experience to understand onboarding friction, engagement drivers, manager pain points, process blockers, and exit reasons.
Customize the template
After choosing a template, make it specific:
- name the audience
- add the workflow or product context
- remove questions that do not support the decision
- add follow-up targets that matter for your use case
- choose the right interaction format and depth
Next step
After choosing a template, review starter questions.