NPS SurveysNps

Quarterly NPS Survey

A recurring NPS survey designed to be deployed every quarter on a scheduled cadence. It captures longitudinal loyalty data, enabling your team to track trends, measure the impact of product changes, and benchmark against industry standards.

When to Use This Template

Schedule this survey to run for a 2-week window at the start of each quarter. Target active users who have not responded to an NPS survey in the last 90 days. Randomize delivery within the window to avoid recency bias from a single event.

Template Breakdown

1

Set the quarterly schedule

Configure the survey to launch on the first Monday of each quarter and remain active for 14 days. Set a daily cap on the number of users surveyed to spread responses evenly across the window.

2

Present the NPS question

Show the standard NPS question in a non-intrusive widget. Include the quarter label (e.g., "Q1 2026 Feedback") so internal teams can easily identify which cycle the response belongs to.

3

Ask a rotating follow-up question

In addition to the standard qualitative follow-up, include one rotating question per quarter — such as "Which feature do you use most?" or "What should we build next?" — to gather strategic product input.

4

Capture user metadata

Automatically tag each response with the user's plan tier, tenure, role, and usage frequency so you can segment results without asking extra demographic questions.

5

Send a summary report

After the survey window closes, automatically generate a report showing the overall NPS, breakdown by segment, verbatim comments, and comparison to the previous quarter. Distribute it to stakeholders.

Best Practices

  • Maintain a consistent survey schedule so quarter-over-quarter comparisons are meaningful.
  • Exclude users who signed up in the last 30 days — they belong in the post-onboarding NPS cohort instead.
  • Aim for a 15-20% response rate; send one reminder email to non-respondents after 7 days.
  • Share NPS results with the entire company to foster a customer-centric culture.
  • Set specific quarterly NPS improvement targets tied to product roadmap initiatives.

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