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Employee & HR

Setup Wizard Onboarding UX Evaluation

Measures onboarding friction, confusion points, and drop-off drivers in your product's setup wizard. Designed for first-time and recent users to surface specific UX blockers and improvement opportunities.

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設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全21問・約10分
Q01
メッセージ

Welcome! Thank you for taking the time to share your feedback about the setup wizard. This survey should take about 10 minutes. Your participation is completely voluntary, and you may stop at any time. There are no right or wrong answers — we're simply interested in your honest experience. Your responses will be kept confidential and reported only in aggregate to help us improve the product.

Q02
選択式

In the past 7 days, have you used the setup wizard?

  • Yes
  • No
  • Not sure
Q03
選択式

What best describes why you haven't used the setup wizard recently?

  • Couldn't find the wizard
  • Didn't need it for my task
  • I prefer manual setup
  • Not enough time
  • Waiting on access or permissions
  • Other
Q04
選択式

How did you launch the setup wizard?

  • Prompt after sign-up
  • Settings or preferences
  • Link from email or docs
  • In-product banner or task list
  • Other
Q05
プルダウン

In your most recent attempt, how far did you get in the setup wizard?

  • Account creation/login
  • Workspace or project setup
  • Permissions and roles
  • Data import or upload
  • Connecting integrations
  • Configuration settings
  • Billing or plan selection
  • Final review/confirmation
  • Completed all steps
  • I don't remember
Q06
選択式

What led you to pause or stop? (Select all that apply)

  • Unclear instructions
  • Terminology I didn't understand
  • Errors or validation failures
  • Couldn't find required information
  • Too many steps
  • Took too much time
  • Privacy or security concerns
  • Lacked necessary permissions or access
  • Technical limitations (device/browser)
  • Was interrupted or distracted
  • I completed the wizard without stopping
  • Other
Q07
オピニオンスケール

Overall, how clear was the setup wizard?

スケール: 1 – 7
最小:Not at all clear最大:Extremely clear
Q08
AIインタビュー

We'd like to explore your setup wizard experience in a bit more depth. An AI moderator will ask you a couple of follow-up questions based on your earlier responses.

Q09
自由回答（長文）

Based on your responses in this survey, is there anything else you'd like to share about your setup wizard experience?

Q10
選択式

Which of the following best describes your role?

  • Engineer/Developer
  • Product Manager
  • Designer/UX
  • Data/Analytics
  • IT/Admin
  • Operations
  • Executive/Founder
  • Customer Support/Success
  • Student
  • Other
Q11
メッセージ

All set — thank you for helping us improve the setup experience! Your feedback is greatly appreciated.

Q12
オピニオンスケール

How likely are you to try the setup wizard in the next 7 days?

スケール: 1 – 7
最小:Very unlikely最大:Very likely
Q13
選択式

On which platform(s) did you use the setup wizard? (Select all that apply)

  • Browser on desktop/laptop
  • Browser on mobile
  • Windows app
  • macOS app
  • Linux app
  • iOS app
  • Android app
  • Other
Q14
選択式

Which parts of the setup wizard were confusing or unclear? (Select all that apply)

  • Finding where to start
  • Choosing the right options
  • Understanding permissions
  • Connecting integrations
  • Importing or mapping data
  • Error messages or validation
  • Terminology or jargon
  • Navigation between steps
  • Saving or resuming progress
  • None — everything was clear
Q15
オピニオンスケール

How easy was it to complete the setup wizard from start to finish?

スケール: 1 – 7
最小:Very difficult最大:Very easy
Q16
プルダウン

Approximately how long have you been using our product?

  • First time
  • Less than 1 month
  • 1–6 months
  • 6–12 months
  • 1–2 years
  • More than 2 years
Q17
自由回答（長文）

What, if anything, would make you more likely to try the setup wizard?

Q18
自由回答（長文）

Please briefly describe what blocked or confused you during the setup wizard.

Q19
自由回答（長文）

What, if anything, worked smoothly or better than expected during the setup wizard?

Q20
プルダウン

Approximately how many people are in your organization?

  • Just me
  • 2–10
  • 11–50
  • 51–200
  • 201–1,000
  • 1,001+
Q21
プルダウン

Where are you primarily located?

  • North America
  • Europe
  • Latin America
  • Asia
  • Africa
  • Oceania
  • Prefer not to say

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • Includes screening logic (recent usage + reason for non-use) so the survey adapts to whether someone completed, abandoned, or never tried the wizard
  • Pinpoints the exact drop-off step with a dedicated 'how far did you get' dropdown paired with multiple-choice questions on what caused the pause and what was confusing
  • Combines opinion-scale ratings on clarity and completion ease with open-text questions on blockers and what worked well, for both quantifiable and qualitative signal
  • Adds an AI follow-up interview to probe deeper into individual respondents' onboarding confusion in their own words, then auto-generates a report from the results

Jotform

Product Onboarding Form Template

A static, drag-and-drop form template for collecting general onboarding feedback rather than a research instrument built to isolate setup-wizard drop-off points. It's fielding-ready out of the box and easy to customize within Jotform's broader form ecosystem. Best suited for simple feedback collection, not diagnostic UX research.

優れている点

  • Easy drag-and-drop customization
  • Free tier available for quick deployment
  • Integrates with Jotform's wider workflow/automation tools

物足りない点

  • Static question set with no adaptive follow-up probing
  • No automated per-response quality scoring
  • No voice AI interview option or auto-generated analysis report

Typeform

Product Onboarding Form Template

A conversational, one-question-at-a-time onboarding form template known for polished respondent experience and branching logic. It's ready to field but relies on pre-set logic jumps rather than dynamic AI-driven questioning. Good for general onboarding sentiment, less tailored to diagnosing specific setup-wizard friction points.

優れている点

  • Strong conversational UI and completion-friendly design
  • Conditional logic for branching paths
  • Easy to launch and share

物足りない点

  • No adaptive AI interviewing — logic is fixed at design time
  • No automated quality scoring of open-text responses
  • No voice AI interview mode or auto-generated diagnostic report

QuestionPro

Product Evaluation Survey Template and Sample Questionnaire

This is a general product evaluation template/questionnaire guide, not one specifically designed around setup-wizard onboarding friction, so its questions would need substantial customization for this use case. QuestionPro's platform offers enterprise-grade analytics and research tooling. It's a broader survey research suite rather than a purpose-built onboarding UX instrument.

優れている点

  • Enterprise survey research platform with advanced analytics/cross-tab features
  • Sample questionnaire provides a customizable starting point
  • Supports broader product research beyond onboarding

物足りない点

  • Not purpose-built for setup-wizard/onboarding drop-off diagnosis
  • Static questionnaire with no adaptive AI follow-up
  • No published prompt-level methodology or auto-generated qualitative report

よくあるご質問

「Setup Wizard Onboarding UX Evaluation」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が21問含まれており、最初の設問は次のとおりです：「Welcome! Thank you for taking the time to share your feedback about the setup wizard. This survey should take about 10 m…」・「In the past 7 days, have you used the setup wizard?」・「What best describes why you haven't used the setup wizard recently?」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、21問を約10分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

このテンプレートを使う無料で始める

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