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Finance & Insurance

Crypto Wallet Setup, Recovery & Transaction UX Survey

Evaluates self-custody wallet onboarding friction, seed phrase recovery confidence, and on-chain transaction clarity to identify UX improvements. Designed for crypto wallet product teams targeting active wallet users.

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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

29 questions · ~12 min
Q01
Message

Welcome! This survey explores your experience with cryptocurrency wallet setup, recovery, and transactions. It should take approximately 7–10 minutes to complete. Your participation is entirely voluntary, and you may stop at any time. There are no right or wrong answers — we are interested in your honest opinions and experiences. All responses are confidential and will be reported in aggregate only. By continuing, you agree to participate in this research.

Q02
Multiple Choice

Which of the following wallet types have you used in the last 6 months? Select all that apply.

  • Browser extension wallet
  • Mobile app wallet
  • Hardware wallet
  • Web (hosted) wallet
  • Desktop wallet
  • Custodial exchange wallet
  • None of the above
Q03
Opinion Scale

Overall, how easy or difficult was your most recent wallet setup experience?

Scale: 1 – 7
Min:Very difficultMax:Very easy
Q04
Multiple Choice

During setup, were you prompted to create a recovery (seed) phrase?

  • Yes
  • No
  • Not sure
Q05
Dropdown

Approximately how many on-chain transactions (e.g., token sends, swaps, contract interactions) have you initiated in the last 30 days?

  • 0
  • 1–2
  • 3–5
  • 6–10
  • 11–20
  • More than 20
Q06
Ranking

Rank the following from most to least important to you when sending a transaction.

  1. Low total fee
  2. Clear fee estimate before confirming
  3. Fast confirmation time
  4. Strong security warnings
  5. Address validation
  6. Easy to retry or cancel
Drag to rank
Q07
Opinion Scale

How likely are you to recommend your primary wallet to a friend or colleague?

Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q08
Long Text

Based on your responses in this survey, please share any additional thoughts or suggestions about wallet setup, recovery, or transactions.

Q09
Dropdown

What is your age group?

  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65+
  • Prefer not to say
Q10
Message

Thank you for completing this survey! Your feedback will directly inform improvements to wallet setup, recovery, and transaction experiences. All responses are confidential and will be reported in aggregate only.

Q11
Dropdown

Which one is your primary wallet today?

  • Browser extension wallet
  • Mobile app wallet
  • Hardware wallet
  • Web (hosted) wallet
  • Desktop wallet
  • Custodial exchange wallet
Q12
Opinion Scale

How clear was the account creation step (e.g., setting a PIN or password)?

Scale: 1 – 7
Min:Not at all clearMax:Extremely clear
Q13
Multiple Choice

How do you currently store your recovery phrase? Select all that apply. (Your response is confidential and will not be linked to your identity.)

  • Paper stored securely
  • Password manager
  • Metal backup
  • Split across locations
  • Encrypted digital file
  • Memorized
  • I don't have a recovery phrase
  • Other (please specify)
Q14
Opinion Scale

How clear are the gas/network fee estimates displayed in your primary wallet?

Scale: 1 – 7
Min:Not at all clearMax:Extremely clear
Q15
Multiple Choice

Which of the following features would most improve transaction clarity in your wallet? Select up to 2.

  • Clearer fee breakdown
  • Better default gas settings
  • Human-readable addresses (e.g., ENS name resolution)
  • Real-time confirmation time estimates
  • Clearer error messages and recovery tips
Q16
AI Interview

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

Q17
Multiple Choice

How do you describe your gender?

  • Woman
  • Man
  • Non-binary
  • Prefer to self-describe
  • Prefer not to say
Q18
Dropdown

When did you most recently set up a new self-custody wallet?

  • Within the last 7 days
  • 8–30 days ago
  • 1–3 months ago
  • 3–6 months ago
  • 6–12 months ago
  • Over 1 year ago
  • I have never set up a self-custody wallet
Q19
Opinion Scale

How clear was the step where you recorded your recovery (seed) phrase?

Scale: 1 – 7
Min:Not at all clearMax:Extremely clear
Q20
Opinion Scale

How confident are you that you could successfully recover wallet access using your recovery phrase?

Scale: 1 – 5
Min:Not at all confidentMax:Extremely confident
Q21
Opinion Scale

How clear is the destination address display when you are about to send a transaction?

Scale: 1 – 7
Min:Not at all clearMax:Extremely clear
Q22
Dropdown

Which region do you currently live in?

  • North America
  • Central America & Caribbean
  • South America
  • Western Europe
  • Eastern Europe
  • Middle East & North Africa
  • Sub-Saharan Africa
  • South Asia
  • East Asia
  • Southeast Asia
  • Oceania
  • Prefer not to say
Q23
Opinion Scale

How clear was the step where you verified your recovery phrase?

Scale: 1 – 7
Min:Not at all clearMax:Extremely clear
Q24
Long Text

What, if anything, was confusing or concerning about the recovery process?

Q25
Opinion Scale

How clear is the transaction status information (e.g., pending, confirmed, failed)?

Scale: 1 – 7
Min:Not at all clearMax:Extremely clear
Q26
Dropdown

What is the highest level of education you have completed?

  • Some high school or less
  • High school diploma or GED
  • Some college / Associate degree
  • Bachelor's degree
  • Master's degree
  • Doctorate / Professional degree
  • Prefer not to say
Q27
Opinion Scale

How clear was connecting to your first network or blockchain?

Scale: 1 – 7
Min:Not at all clearMax:Extremely clear
Q28
Opinion Scale

How clear are token approval or allowance details when interacting with smart contracts?

Scale: 1 – 7
Min:Not at all clearMax:Extremely clear
Q29
Multiple Choice

For your most recent transaction, did you experience any of the following issues? Select all that apply.

  • No issues
  • Fee too low / needed to retry
  • Wrong network selected
  • Confusing approval or allowance step
  • Address format or checksum warning
  • Transaction stuck or delayed unexpectedly
  • Other (please specify)

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

Why this template

What this template is built to do — we found no directly comparable template from other survey tools to review.

What sets it apart

  • Includes adaptive AI follow-up interviews that probe deeper into confusing or concerning moments during recovery phrase setup, going beyond static rating scales.
  • Covers the full self-custody journey in one survey — account creation, seed phrase recording/verification, network connection, and on-chain transaction clarity (gas fees, destination address display, transaction status, token approvals).
  • Pairs opinion-scale clarity ratings at each setup step with open-text questions and a ranking exercise on transaction priorities, giving both quantifiable friction scores and qualitative context.
  • Automated per-response quality scoring and auto-generated reporting turn wallet-user feedback into a structured UX findings report without manual analysis.

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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