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Customer Feedback Survey Template: Login, Transfers & Alerts

Collect actionable customer insights on login, transfers, and alerts. Ready-to-use survey template to optimize app UX. Takes 6–8 minutes.

What's Included

AI-Powered Questions

Intelligent follow-up questions based on responses

Automated Analysis

Real-time sentiment and insight detection

Smart Distribution

Target the right audience automatically

Detailed Reports

Comprehensive insights and recommendations

Sample Survey Items

Q1
Dropdown
How often do you sign in to your account?
  • Several times a day
  • About once a day
  • A few times a week
  • About once a week
  • A few times a month
  • About once a month
  • Not in the last 30 days
Q2
Rating
Overall, how easy is it to sign in?
Scale: 10 (star)
Min: Very difficultMax: Very easy
Q3
Multiple Choice
In the last 30 days, which, if any, sign-in issues did you experience? Select all that apply.
  • Forgot password
  • One-time code delayed
  • One-time code not received
  • Account locked
  • Biometric (Face ID/Touch ID) failed
  • Two-step verification was confusing
  • Other
  • None of the above
Q4
Multiple Choice
In the last 30 days, which types of money movement did you use? Select all that apply.
  • Between my own accounts
  • To another person at the same bank
  • External bank transfer (ACH)
  • Wire transfer
  • International transfer
  • Bill pay
  • Person-to-person payment (P2P)
  • Mobile wallet top-up/withdrawal
  • Card-to-bank instant transfer
  • Check deposit
  • Cash withdrawal at ATM
  • Other
Q5
Numeric
About how many transfers or bill payments did you complete in the last 30 days? Enter a whole number.
Accepts a numeric value
Whole numbers only
Q6
Matrix
Thinking about your recent transfers, how would you rate each?
RowsVery poorPoorFairGoodExcellent
Speed of delivery
Transparency of fees
Ease of setting up a recipient
Status updates and notifications
Clarity of transfer limits
Q7
Dropdown
Attention check: Please select "I am paying attention."
  • I am paying attention
  • I am not paying attention
  • I am unsure
Q8
Ranking
Rank these alert types by importance to you (1 = most important).
Drag to order (top = most important)
  1. Low balance
  2. Large transaction
  3. Unusual activity
  4. Transfer completed
  5. Transfer failed
  6. Bill due or upcoming payment
Q9
Dropdown
For a "large transaction" alert, what minimum amount would you prefer?
  • $50+
  • $100+
  • $250+
  • $500+
  • $1,000+
  • $5,000+
  • I'd set a custom amount
Q10
Multiple Choice
Which money movement features would you be likely to use? Select all that apply.
  • Instant external transfers
  • Scheduled recurring transfers
  • Real-time transfer tracking
  • Request-to-pay (ask someone to send you money)
  • Higher daily transfer limits
  • International transfers with transparent FX rates
  • Save favorite recipients
  • Split bills with contacts
  • Bulk payments to multiple recipients
  • QR code payments
Q11
Long Text
What would make signing in, transferring money, or alerts better for you?
Max 600 chars
Q12
Dropdown
Where do you primarily live?
  • North America
  • Latin America & Caribbean
  • Europe
  • Middle East & North Africa
  • Sub-Saharan Africa
  • Asia-Pacific
  • Other
  • Prefer not to say
Q13
Dropdown
What is your age group?
  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65+
  • Prefer not to say
Q14
Multiple Choice
How do you describe your gender?
  • Woman
  • Man
  • Non-binary
  • Prefer to self-describe
  • Prefer not to say
Q15
Dropdown
What is the highest level of education you have completed?
  • Less than high school
  • High school or equivalent
  • Some college, no degree
  • Associate degree
  • Bachelor's degree
  • Master's degree
  • Doctorate or professional degree
  • Prefer not to say
Q16
Multiple Choice
What is your current employment status?
  • Full-time employed
  • Part-time employed
  • Self-employed
  • Student
  • Unemployed and looking
  • Not working by choice
  • Retired
  • Homemaker or caregiver
  • Prefer not to say
Q17
Long Text
Any other comments or suggestions you’d like to share?
Max 600 chars
Q18
AI Interview
AI Interview: 2 Follow-up Questions on transfers and alerts
AI InterviewLength: 2Personality: Expert InterviewerMode: Fast
Q19
Chat Message
Thank you for your time—your feedback helps us improve!

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