Getting feedback from customers, users, and partners is essential for improving your products and services. But gathering that feedback isn't always easy. A great feedback form template can help streamline the process and make sure you're getting the most out of every response.
ClickUp's Feedback Form Template helps you:
- Design surveys that are tailored to the specific needs of your customers
- Collect meaningful data that can be used to drive product decisions
- Analyze survey responses quickly, so you can identify trends and insights faster
Whether it's customer satisfaction surveys or product feedback forms, ClickUp has you covered with everything you need to create a comprehensive feedback loop!
Benefits of a Feedback Form Template
Feedback forms are an invaluable tool for businesses, providing valuable insights into customer satisfaction and overall product experience. Here are just some of the benefits of using a feedback form template:
- Provide customers with a platform for voicing their opinions and concerns
- Increase customer engagement and loyalty
- Gather valuable insights from customers to improve products and services
- Identify areas of improvement and develop targeted strategies to address them
Main Elements of a Feedback Form Template
ClickUp's Feedback Form Template is designed to help you capture customer feedback and organize customer data in one place. This List template includes:
- Custom Statuses: Create tasks with custom statuses such as Complete and To Do to keep track of customer feedback
- Custom Fields: Use 7 different custom attributes such as Service Provider, Date of Purchase, Customer Tier, Overall Rating, Suggestions for Improvement, to save customer feedback and easily visualize customer data
- Custom Views: Open 6 different views in different ClickUp configurations, such as the Overall Recommendation List View, Start Here List View, Feedback Table View, Provider Rating Table View, Overall Recommendation Board View, and Feedback Board View so that all the information is easy to access and organized
- Project Management: Improve feedback tracking with time tracking capabilities, tags, dependency warning, emails, and more
How to Use a Feedback Form Template
Gathering customer feedback is one of the most important things you can do to improve your business. The following five steps will help you create an effective feedback form with ClickUp:
1. Decide what type of feedback you want to collect
Before creating the feedback form, it’s important to decide what type of feedback you want to collect. This will help you create the right questions and categories in your form. Some common types of feedback include customer satisfaction ratings, product/service feedback, ratings on customer service, and overall experience.
Use a shared Doc in ClickUp to brainstorm ideas for the types of feedback you want to collect.
2. Create the form
Once you’ve decided on the type of feedback you want to collect, create the form using ClickUp Forms. Include questions that will help you get the information you need, such as rating scales, multiple choice questions, and open-ended questions.
Create a new Form view in ClickUp to build this customized feedback form.
3. Distribute the form
Now that the form is ready, it’s time to distribute it. You can use email, social media, or other online channels to reach out to your customers and ask them to fill out the form.
Use Automations in ClickUp to quickly send out your feedback form to customers via email, social media, and other channels.
4. Review and analyze the results
Once the forms have been returned, review the responses and analyze the data. This will give you valuable insight into how your customers feel about your business and products, and will help you identify areas for improvement.
Use custom fields in ClickUp to track and analyze the results of your feedback form.
5. Take action
Finally, use the data from the feedback form to make changes and improvements to your business. This could include changes to products, services, customer service, or any other areas.
Create tasks in ClickUp to make changes and improvements based on the feedback you received.
Get Started with ClickUp's Feedback Form Template
Business owners and managers can use this Feedback Form Template to help everyone stay on the same page when it comes to collecting customer feedback and measuring satisfaction.
First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.
Next, invite relevant members or guests to your Workspace to start collaborating.
Now you can take advantage of the full potential of this template to collect feedback:
- Use the Start Here View to customize the feedback form and ensure that you are collecting the information you need
- The Feedback View will help you store and organize the feedback that you receive
- The Provider Rating View will help you rate each provider that you receive feedback from
- The Overall Recommendation Board View will give you a space to brainstorm and store all of your feedback-related ideas
- Organize tasks into two different statuses: Complete, To Do, to keep track of progress
- Update statuses as you collect feedback to keep stakeholders informed of progress
- Monitor and analyze feedback to ensure maximum productivity