Service

Using HubSpot Feedback Surveys to Retain More Customers

HubSpot Service Hub makes it easy to send surveys to your customers so you can understand what they think and feel about your product or service.


If you're looking for ways to grow your business by retaining more customers, feedback surveys are a great place to start.

HubSpot Feedback Surveys are an amazing tool for gathering customer feedback. They let you understand what your customers think and feel about your product or service letting you identify areas of how and where you can improve. Feedback surveys let you can gather valuable insights that can help you retain more customers by ensuring that you are meeting their needs and addressing any concerns they may have. HubSpot Service Hub makes it easy to send surveys to gain constructive feedback from your customers, and can therefore help improve your business.

They are built into the HubSpot Service Hub, so you can easily create and send surveys to your customers. The feedback dashboard lets you monitor performance and take immediate action on your insights.

In short, by using HubSpot Feedback Surveys, you can:

  • Identify customer pain points and areas for improvement
  • Understand customer preferences and needs
  • Measure customer satisfaction and loyalty
  • Gather ideas for new products or features
  • Monitor customer sentiment over time

Overall, HubSpot Feedback Surveys are a powerful tool for understanding your customers and retaining more of them. By regularly gathering and acting on customer feedback, you can make informed decisions about how to improve your product or service and better meet the needs of your customers, leading to increased satisfaction and loyalty

In this blog post, we shall discuss HubSpot Surveys, but first, let's look at what are Feedback Surveys outside of HubSpot

What are Feedback surveys?

A feedback survey is a tool used to gather information and insights from individuals about a product, service, or experience. Surveys can be conducted in various formats, such as online, via phone, or in-person, and can include a range of question types, such as multiple choice, open-ended, or rating scales. Feedback surveys are often used by businesses, organisations, and individuals to gather information about customer satisfaction, preferences, and opinions, and to identify areas for improvement. They can also be used to gather feedback from employees about their work environment, job satisfaction, and other topics.

There are several types of feedback surveys, including:

  1. Customer satisfaction surveys:
    These surveys are used to gather feedback from customers about their experience with a product or service.

  2. Employee satisfaction surveys:
    These surveys are used to gather feedback from employees about their work environment, job satisfaction, and other topics.

  3. Market research surveys:
    These surveys are used to gather information about consumer preferences, attitudes, and behaviour.

  4. Online reviews:
    These are a type of feedback survey that allows customers to rate and review products or services online.

  5. Net Promoter Score (NPS) surveys:
    These surveys ask customers to rate their likelihood of recommending a company or product to others on a scale of 0 to 10.

  6. User experience (UX) surveys:
    These surveys are used to gather feedback about the usability and overall user experience of a product or website.

There are several benefits to using feedback surveys:

  1. Gather valuable insights and information:
    Feedback surveys allow you to gather a wide range of information and insights from your customers or employees, which can be used to improve products, services, or work processes.

  2. Identify areas for improvement:
    By asking specific questions in a feedback survey, you can identify areas where you can make changes or improvements to better meet the needs and expectations of your customers or employees.

  3. Increase customer satisfaction:
    By actively seeking and listening to customer feedback, you can show your customers that their opinions matter and use their input to improve your products and services, which can increase customer satisfaction.

  4. Enhance employee engagement:
    By collecting feedback from employees, you can create a more positive and engaging work environment and improve employee retention.

  5. Track progress and measure success:
    Feedback surveys can be used to track progress over time and measure the success of specific initiatives or changes.

  6. Cost-effective:
    Feedback surveys are a relatively low-cost way to gather a large amount of information and insights from a wide range of individuals.

Now let's look specifically at HubSpot Feedback surveys in more detail. 

HubSpot Feedback Surveys-1

How can HubSpot Feedback Surveys help grow my business?

There are many benefits of using HubSpot feedback surveys which can help grow your business. Here are some examples:

  1. Ease of use:
    HubSpot Surveys is user-friendly and easy to set up, with a drag-and-drop interface and pre-designed templates.

  2. Customisation options:
    You can customise the look and feel of your surveys to match your brand, as well as add your own logo and colours.

  3. Integration with HubSpot CRM:
    You can easily connect your surveys to your HubSpot CRM and view survey responses alongside customer data.

  4. Multiple survey types:
    HubSpot Surveys offers a range of survey types, including multiple-choice, rating scales, and open-ended questions.

  5. Advanced analytics:
    HubSpot Surveys provides detailed analytics and insights into your survey results, including graphs and charts.

  6. Responsive design:
    Surveys are designed to be mobile-friendly and responsive, so they can be taken on any device.

  7. Advanced targeting:
    You can target specific segments of your audience with your surveys and send them to specific pages on your website.

  8. Multiple distribution options:
    You can distribute your surveys via email, social media, or embed them on your website or landing pages.

  9. Custom email invitations:
    You can customise the email invitations you send to invite people to take your surveys.

  10. Advanced security:
    HubSpot Surveys uses secure servers and encrypts data to ensure the privacy and security of your survey responses.

  11. Built-in feedback dashboards:
    HubSpot surveys let you monitor performance and take immediate action on your insights. Use feedback surveys to uncover growth opportunities and make changes that will improve the customer experience.

Overall HubSpot Feedback surveys are a great way to collect valuable feedback from your customers. If you’re looking for ways to grow your business, they’re a great place to start.

HubSpot Feedback Surveys close up

How to get started with Feedback Surveys

With HubSpot Service Hub, it's easy to get started with feedback surveys. Simply create a survey, send it to your customers, and start collecting insights. grow your business today with feedback surveys from HubSpot Service Hub. They are sent out to customers after they've interacted with your company in some way. They can be used to gather feedback about a specific interaction, such as a recent purchase, or to collect more general feedback about your company's products or services. The survey responses are then analysed and used to improve your business. 

The first step is to create the survey itself. You'll need to decide what information you want to collect, and then craft questions that will help you collect that information. Once the survey is created, you'll need to decide to who you want to send it. This will usually be determined by the purpose of the survey; if you're trying to gather feedback about a specific interaction, you'll want to send the survey only to those who had that interaction. 

After the survey has been sent out, you'll need to wait for responses to come in. Once you have enough responses, you'll need to analyse the data and use it to improve your business. This part is crucial; if you don't use the feedback you receive, there's no point in conducting the survey in the first place. 

Finally, you should keep track of the results of your survey so that you can see how your business has improved over time. This will help you gauge whether or not the survey is worthwhile and adjust it accordingly. 

Here is a step-by-step list for sending HubSpot Feedback Surveys.

  1. Sign up for HubSpot or log in to your existing account.
  2. Navigate to the Service Hub tab in your account and click on the Feedback Surveys tool.
  3. Click the Create Survey button to start creating your survey.
  4. Give your survey a name and select the type of survey you want to create (e.g., customer satisfaction, Net Promoter Score, etc.).
  5. Add questions to your survey. You can choose from a variety of question types, such as multiple choice, rating scales, and open-ended questions.
  6. Preview your survey to make sure it looks and functions as you intended.
  7. Select the audience to who you want to send your survey to. You can choose to send your survey to specific contacts or to a list of contacts.
  8. Set up any additional options, such as setting a survey expiration date or enabling anonymous responses.
  9. Click the Send Survey button to send your survey to your selected audience.
  10. Monitor the responses to your survey and take action on any insights or recommendations that emerge.
  11. That's it! By following these steps, you can get started with HubSpot Feedback Surveys and begin gathering valuable insights from your customers.

HubSpot Feedback survey Template

Types of HubSpot Surveys  

There are many different types of surveys, but the most common are customer satisfaction surveys, net promoter score surveys, and customer effort score surveys. 

Customer satisfaction surveys (CSAT):
Measure how happy your customers are with your product or service.
They usually include questions about whether or not the customer would recommend your product or service to others, how likely they are to continue using it, and how satisfied they are overall. Customer satisfaction surveys are designed to measure how happy and satisfied your customers are with your product or service. These surveys typically include questions about overall satisfaction, as well as specific areas of the product or service (e.g., ease of use, customer support, etc.). By regularly collecting customer satisfaction data, you can identify areas where your product or service is excelling and areas that need improvement.

HubSpot Customer satisfaction surveys (CSAT) are a feature of the HubSpot Service Hub that allows you to measure how happy and satisfied your customers are with your product or service. These surveys typically include questions about overall satisfaction, as well as specific areas of the product or service (e.g., ease of use, customer support, etc.). By regularly collecting customer satisfaction data, you can identify areas where your product or service is excelling and areas that need improvement.

HubSpot CSAT surveys may also include questions about whether or not the customer would recommend your product or service to others, how likely they are to continue using it, and how satisfied they are overall. This information can be valuable for understanding customer loyalty and identifying areas where you may be able to improve the customer experience.

In addition to gathering data about customer satisfaction, HubSpot CSAT surveys can also be used to gather feedback about the customer's overall experience with your company. This can include things like the customer's interactions with your sales and support teams, their experience with your website or online platform, and their overall impression of your brand.

HubSpot CSAT surveys are built into the HubSpot Service Hub, so you can easily create and send them to your customers. The feedback dashboard lets you monitor performance and take immediate action on your insights.

Overall, HubSpot CSAT surveys are a valuable tool for understanding how happy your customers are

Net promoter score surveys (NPS):

Measure how likely your customers are to promote your product or service to others. They usually include a question about how likely the customer is to recommend your product or service on a scale of 0-10. Net Promoter Score (NPS) surveys are used to measure customer loyalty and predict business growth. Customers are asked how likely they are to recommend your product or service to others on a scale of 0 to 10. Responses are grouped into three categories: promoters (9-10), passives (7-8), and detractors (0-6). The percentage of detractors is subtracted from the percentage of promoters to give a score ranging from -100 to 100. A high NPS score is generally considered a good indicator of customer satisfaction and loyalty.

HubSpot Net Promoter Score (NPS) surveys are a feature of the HubSpot Service Hub that allows you to measure customer loyalty and predict business growth. They are typically very short, with just one question asking customers how likely they are to recommend your product or service to others on a scale of 0 to 10.

After collecting responses, the NPS is calculated by subtracting the percentage of detractors (customers who give a score of 0-6) from the percentage of promoters (customers who give a score of 9-10). This results in a score that ranges from -100 to 100. A high NPS score is generally considered a good indicator of customer satisfaction and loyalty.

HubSpot NPS surveys are a useful tool for understanding how likely your customers are to promote your product or service to others. By regularly collecting NPS data, you can track changes in customer loyalty over time and identify areas where you may be able to improve the customer experience.

In addition to tracking the NPS score, it can also be helpful to follow up with customers who give lower scores (detractors and passives) to understand the reasons behind their lower ratings. This can provide valuable insights into areas where you may be able to improve the customer experience and increase customer loyalty.

Overall, HubSpot NPS surveys are a quick and effective way to measure customer loyalty and predict business growth. By regularly collecting and acting on NPS data, you can improve the customer experience and increase customer satisfaction and loyalty.

Customer effort score surveys (CES):

Measure how easy it is for customers to use your product or service.
They usually include questions about how easy it is to find what they're looking for, how easy it is to use the product or service, and how helpful customer service is. 

HubSpot Customer effort score (CES) surveys are a feature of the HubSpot Service Hub that allows you to measure how easy it is for customers to use your product or service. These surveys typically include questions about how easy it is for customers to find what they are looking for, how intuitive the product or service is to use, and how helpful customer service is when customers have questions or need assistance.

By collecting customer effort score data, you can identify areas where your product or service may be causing unnecessary friction or frustration for customers. This can help you to make improvements that will make it easier for customers to use your product or service, leading to increased satisfaction and loyalty.

HubSpot CES surveys can be particularly useful for identifying and addressing common pain points that customers experience when using your product or service. For example, if a significant number of customers report that they have difficulty finding information on your website, you may want to consider making changes to the site's navigation or adding more detailed documentation.

Overall, HubSpot CES surveys are a valuable tool for understanding how easy it is for customers to use your product or service and identifying areas for improvement. By regularly collecting and acting on CES data, you can improve the customer experience and increase customer satisfaction and loyalty.

Custom surveys:

Custom surveys allow you to create a survey that is tailored to your specific needs and goals. You can choose the questions and format that best fit your needs and target your survey to the appropriate audience.

HubSpot Custom surveys are a feature of the HubSpot Service Hub that allows you to create a survey that is tailored to your specific needs and goals. With custom surveys, you have complete control over the questions and format of the survey, so you can gather the specific insights you need.

For example, if you are interested in gathering feedback about a new product feature, you can create a custom survey with questions that focus on that specific feature. Or, if you are interested in understanding how your customers are using your product, you can create a survey with questions about their usage habits and preferences.

In addition to choosing the questions for your survey, you can also target your survey to the appropriate audience. This can help to ensure that you are getting feedback from the right group of customers, which can make the insights you gather more relevant and valuable.

By using HubSpot custom surveys, you can gather a wide range of insights from your customers that can help you make informed decisions about how to improve your product or service and better meet the needs of your customers.

By using a combination of these four survey types, you can gather a wide range of insights from your customers.HHubSpot Feedback survey delivery method

How to Choose the Right Survey for Your Business 

When choosing the right survey for your business, it's important to consider your business goals and what type of feedback will be most valuable to you. For example, if you are trying to improve customer satisfaction, a customer satisfaction survey (CSAT) is a good choice. These surveys typically include questions about overall satisfaction, as well as specific areas of the product or service (e.g., ease of use, customer support, etc.). By regularly collecting customer satisfaction data, you can identify areas where your product or service is excelling and areas that need improvement.

If you are looking to increase word-of-mouth marketing, a net promoter score (NPS) survey might be a better option. These surveys are designed to measure customer loyalty and predict business growth. Customers are asked how likely they are to recommend your product or service to others on a scale of 0 to 10. Responses are grouped into three categories: promoters (9-10), passives (7-8), and detractors (0-6). The percentage of detractors is subtracted from the percentage of promoters to give a score ranging from -100 to 100. A high NPS score is generally considered a good indicator of customer satisfaction and loyalty.

If you are trying to reduce customer effort, a customer effort score (CES) survey could be the right choice. These surveys typically include questions about how easy it is for customers to find what they are looking for, how intuitive the product or service is to use, and how helpful customer service is when customers have questions or need assistance. By collecting customer effort score data, you can identify areas where your product or service may be causing unnecessary friction or frustration for customers, and make improvements to make it easier for customers to use your product or service.

No matter what type of survey you choose, it's important to make sure that it is well-crafted and that you are prepared to use the feedback you receive. With HubSpot Service Hub, it's easy to get started with feedback surveys. Simply create a survey, send it to your customers, and start collecting insights to help grow your business.

Hubspot feedback surveys Create survey email-1-1

Tips for Creating a Feedback Survey 

1. Keep it short and sweet.
The longer the survey, the less likely people are to complete it. Stick to 10 questions or fewer.

2. Make sure the questions are clear and concise.
Avoid jargon and technical terms, and make sure the question is easy to understand.

3. Be specific.
Vague questions will produce vague results. If you're trying to gather feedback about a specific interaction, make sure your questions are focused on that interaction.

4. Use multiple-choice questions whenever possible.
Open-ended questions can be difficult to analyse. Multiple-choice questions provide more structure and make it easier to spot trends.

5. Test your survey before you send it out.
Send the survey to a few friends or colleagues and see if they can answer the questions easily. If not, make some adjustments before you send it to your customers.

  1. Personalise your survey.
    Use the customer's name in the introduction and make it clear that you value their input.

  2. Make it easy for customers to provide feedback.
    Offer multiple ways for customers to take the survey, such as through email, on your website, or through a link in a social media post.

  3. Offer an incentive for completing the survey.
    This could be a discount on future purchases, a chance to win a prize, or simply a thank-you message.

  4. Use the survey to gather both positive and negative feedback.
    It's important to understand what your customers like about your product or service, but it's also important to identify areas for improvement.

  5. Follow up on the feedback you receive.
    After the survey is complete, take the time to review the results and consider how you can use the feedback to improve the customer experience.

By following these tips, you can create a successful feedback survey that helps you gather valuable insights from your customers and improve your business.

HHubSpot Feedback survey delivery method WEB page

How to Create a Feedback Survey?

Now that you know how to create a feedback survey, it's time to put that knowledge into action. With HubSpot Service Hub, it's easy to get started. Simply create a survey, send it out to your customers, and start collecting insights. grow your business today with feedback surveys from HubSpot Service Hub.

Creating a feedback survey is easy with HubSpot Service Hub. Simply create a survey, send it to your customers, and start collecting insights. With HubSpot Service Hub, you can improve customer satisfaction, increase word-of-mouth marketing, and reduce customer effort. Get started today and grow your business with feedback surveys from HubSpot Service Hub.

Use feedback surveys to uncover growth opportunities. ... Built-in feedback dashboards let you monitor performance and take immediate action on your insights.


Hubspot feedback survey

Steps to Create a Survey in HubSpot

1. Log in to your HubSpot account and navigate to the Service Hub.

2. Click the "Create Survey" button in the top-right corner of the page.

3. Choose the type of survey you want to create. You can choose from customer satisfaction (CSAT), net promoter score (NPS), customer effort score (CES), or custom survey.

4. Give your survey a name and description, then click "Next."

5. Customise the survey by adding questions and formatting the survey to your liking.

6. Preview the survey to make sure everything looks good.

7. Choose the audience for your survey. You can send the survey to all of your customers, a specific group of customers, or a random sample.

8. Set the frequency and duration of the survey. You can choose to send the survey to customers immediately, on a specific date, or after a certain event (such as a purchase or support request). You can also set the survey to expire after a certain number of days.

9.. When you're finished, click "Save & Exit."

10. To send your survey, click on the "Send Survey" button in the top-right corner of the page.

You can also embed your survey on your website or share it via social media

Once your survey is live, you can track the results in the feedback dashboard and take action on any insights you gather.

Reporting within Feedback Surveys

HubSpot Service Hub's feedback survey reporting makes it easy to track and act on your survey results. HubSpot Service Hub provides a variety of reporting options to help you analyse and understand the results of your feedback surveys. Simply log in to your account, navigate to the "Results" tab, and you'll be able to see how people are responding to your surveys. You can also use the built-in feedback dashboards to monitor performance and take action on your insights.

To view the results of your surveys, go to the "Feedback" tab in the left-hand menu and click on the survey you want to view. You will see a dashboard with an overview of the survey results, including the average score and the number of responses received.

You can also use the "Filter" and "Segment" options to drill down into the data and see how different groups of customers responded to the survey. For example, you can filter by customer type (e.g., new or returning) or segment by location to see how different regions compare.

In addition to the dashboard, you can also use the "Export" button to download the survey data and analyse it in more detail. This can be helpful if you want to create your own charts and graphs or integrate the data with other tools.

Overall, the reporting options in HubSpot Service Hub make it easy to track the results of your feedback surveys and identify areas for improvement. By regularly reviewing the data, you can stay up-to-date on customer sentiment and make informed decisions about how to grow your business.

Here are a few additional things to consider when using feedback surveys:

  1. Timing:
    Consider the timing of your survey carefully. You want to choose a time when customers are most likely to be engaged with your product or service and have a recent experience to share.

  2. Length:
    As mentioned earlier, it's important to keep your survey as short as possible. Aim for 10 questions or fewer to increase the likelihood of a response.

  3. Questionnaire design:
    Use clear, concise language in your questions and avoid using jargon or technical terms that may be confusing to customers. Consider using multiple-choice questions whenever possible, as they are easier for customers to answer and provide more structured data for analysis.

  4. Analysis:
    Use the data from your feedback surveys to identify patterns and trends, and consider how you can use this information to improve the customer experience. Don't be afraid to act on negative feedback – it can often be the most valuable data you collect.

  5. Follow-up:
    Consider following up with customers who provide negative feedback or give low scores on your surveys. This can be a great opportunity to show that you value their input and are committed to improving the customer experience.

Overall, feedback surveys can be a powerful tool for understanding the needs and preferences of your customers. By regularly collecting and acting on feedback, you can improve the customer experience and increase customer satisfaction and loyalty.

Conclusion: 

Feedback surveys are a valuable tool for understanding what your customers think and feel about your product or service, and for identifying areas of improvement. HubSpot Service Hub offers a range of survey types, including customer satisfaction (CSAT), net promoter score (NPS), customer effort score (CES), and custom surveys. By regularly collecting feedback data and acting on the insights you gather, you can improve the customer experience and increase customer satisfaction and loyalty.

HubSpot Service Hub provides a variety of reporting options to help you analyse and understand the results of your feedback surveys. You can view the results in the feedback dashboard, use the "Filter" and "Segment" options to drill down into the data, or export the data for further analysis. By regularly reviewing the data, you can stay up-to-date on customer sentiment and make informed decisions about how to grow your business.

HubSpot feedback surveys are an excellent way to collect constructive feedback from your customers that can help improve your business. By taking the time to create a well-crafted survey and analyse the results, you can make changes that will have a positive impact on your bottom line.

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