{"id":5853,"date":"2026-03-26T10:37:48","date_gmt":"2026-03-26T09:37:48","guid":{"rendered":"https:\/\/www.superdocu.com\/templates\/customer-satisfaction-survey-follow-up\/"},"modified":"2026-03-26T12:41:26","modified_gmt":"2026-03-26T11:41:26","slug":"customer-satisfaction-survey-follow-up","status":"publish","type":"sd_template","link":"https:\/\/www.superdocu.com\/en\/templates\/customer-satisfaction-survey-follow-up\/","title":{"rendered":"Customer satisfaction survey &#038; follow-up"},"content":{"rendered":"<div class=\"sd-tpl-content\">\n<p>The <strong>Customer satisfaction survey &amp; follow-up<\/strong> template helps you collect documents and information in a structured, secure workflow. Template to collect customer feedback via surveys, handle follow-up preferences, and compile summary reports.<\/p>\n<h2>Who is this template for?<\/h2>\n<p>This template is designed for professionals in Customer Experience, Survey, Feedback. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.<\/p>\n<h2>How it works<\/h2>\n<p>This template includes 5 steps that your clients complete through a secure portal:<\/p>\n<ol>\n<li><strong>We value your feedback<\/strong> (Information screen)<\/li>\n<li><strong>Customer Satisfaction Survey<\/strong> (Form) &#8211; Fields: Overall satisfaction, Additional comments<\/li>\n<li><strong>Follow-Up Preferences<\/strong> (Form) &#8211; Fields: Would you like a follow-up?, Preferred contact method<\/li>\n<li><strong>Summary Report<\/strong> (Document upload) &#8211; Fields: Compiled survey report<\/li>\n<li><strong>Thank You!<\/strong> (Information screen)<\/li>\n<\/ol>\n<h2>Documents collected<\/h2>\n<table>\n<thead>\n<tr>\n<th>Document<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Compiled survey report<\/strong><\/td>\n<td>Upload the compiled survey results and analysis.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Features included<\/h2>\n<ul>\n<li><a href=\"\/en\/features\/automated-reminders\/\">Automated reminders<\/a> so your clients never forget a document<\/li>\n<li><a href=\"\/en\/features\/branded-portal\/\">Branded client portal<\/a> with your logo and colors<\/li>\n<li><a href=\"\/en\/features\/docusign-integration\/\">DocuSign integration<\/a> for collecting signatures alongside documents<\/li>\n<li><a href=\"\/en\/features\/validation-dashboard\/\">Validation dashboard<\/a> to approve or reject submitted documents<\/li>\n<\/ul>\n<h2>Frequently asked questions<\/h2>\n<h3>What is the Customer satisfaction survey &amp; follow-up template?<\/h3>\n<p>It is a ready-to-use document collection template with 5 steps. It lets you collect documents and information from your clients through a secure portal.<\/p>\n<h3>Is the Customer satisfaction survey &amp; follow-up template free?<\/h3>\n<p>You can try this template free for 7 days with Superdocu. No credit card required.<\/p>\n<h3>Can I customize this template?<\/h3>\n<p>Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.<\/p>\n<h2>Try this template for free<\/h2>\n<p>Sign up, select the &#8220;Customer satisfaction survey &amp; follow-up&#8221; template, and start collecting documents today. Check our <a href=\"\/en\/pricing\/\">pricing<\/a> for details.<\/p>\n<p><strong><a href=\"https:\/\/www.superdocu.com\/c\/sign_up?template=customer-satisfaction-survey-follow-up\">Start your free trial<\/a><\/strong><\/p>\n<p><a href=\"\/en\/templates\/\">Browse all templates<\/a><\/p>\n<\/div>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"HowTo\",\"name\":\"Customer satisfaction survey & follow-up Template\",\"description\":\"Template to collect customer feedback via surveys, handle follow-up preferences, and compile summary reports.\",\"step\":[{\"@type\":\"HowToStep\",\"name\":\"We value your feedback\",\"text\":\"Welcome!Please take a moment to complete our customer satisfaction survey. Click \u201cNext\u201d to begin.\"},{\"@type\":\"HowToStep\",\"name\":\"Customer Satisfaction Survey\",\"text\":\"Rate your experience and provide comments.\"},{\"@type\":\"HowToStep\",\"name\":\"Follow-Up Preferences\",\"text\":\"Let us know if you\u2019d like a follow-up.\"},{\"@type\":\"HowToStep\",\"name\":\"Summary Report\",\"text\":\"Summary Report\"},{\"@type\":\"HowToStep\",\"name\":\"Thank You!\",\"text\":\"Thank you for your feedback!We appreciate your time and will use your input to improve our services.\"}]}<\/script><br \/>\n<script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the Customer satisfaction survey & follow-up template?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It is a ready-to-use document collection template with 5 steps. It lets you collect documents and information from your clients through a secure portal.\"}},{\"@type\":\"Question\",\"name\":\"Is the Customer satisfaction survey & follow-up template free?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"You can try this template free for 7 days with Superdocu. No credit card required.\"}},{\"@type\":\"Question\",\"name\":\"Can I customize this template?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.\"}}]}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Template to collect customer feedback via surveys, handle follow-up preferences, and compile summary reports.<\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false},"sd_template_category":[261,263,262],"class_list":["post-5853","sd_template","type-sd_template","status-publish","hentry","sd_template_category-customer-experience","sd_template_category-feedback","sd_template_category-survey"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/sd_template\/5853","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/sd_template"}],"about":[{"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/types\/sd_template"}],"wp:attachment":[{"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/media?parent=5853"}],"wp:term":[{"taxonomy":"sd_template_category","embeddable":true,"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/sd_template_category?post=5853"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}