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How to Run Customer Satisfaction (CSAT) Surveys

Customer Satisfaction (CSAT) surveys measure how happy users are with specific interactions or experiences. Unlike NPS which measures overall loyalty, CSAT captures point-in-time satisfaction that helps you optimize individual touchpoints.

1

Select measurement touchpoints

Choose specific interactions to measure: onboarding completion, support resolution, feature usage, or billing events. Each touchpoint gets its own CSAT survey.

2

Design the survey question

Use the standard "How satisfied were you with [specific experience]?" with a 1-5 or 1-7 scale. Add one optional open-ended follow-up for context.

3

Trigger surveys immediately after the experience

Send CSAT surveys within minutes of the measured interaction. Delayed surveys get less accurate responses as memory fades.

4

Set response goals

Aim for 20-30% response rates for in-app CSAT. If rates are lower, simplify the survey or improve the trigger timing.

5

Analyze by touchpoint

Compare CSAT scores across different touchpoints to identify your strongest and weakest experiences. This reveals specific areas for improvement.

6

Act on low scores

For each low-scoring touchpoint, investigate root causes and implement fixes. Re-measure after changes to validate improvement.

Pro Tips

  • CSAT works best for transactional experiences; use NPS for overall relationship measurement.
  • Track CSAT trends over time, not just point-in-time scores.
  • Segment CSAT by user attributes to understand if certain groups have worse experiences.
  • Celebrate high CSAT scores with the team to reinforce customer-centric behavior.

Conclusion

CSAT surveys provide granular insight into specific user experiences that NPS alone cannot capture. By measuring satisfaction at key touchpoints, you build a detailed map of your user experience quality and can target improvements where they matter most.

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