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First-Run UX Guidance Evaluation Survey

Evaluates the clarity, timing, and helpfulness of in-product onboarding guidance (tooltips, walkthroughs, checklists) to identify friction points and improve activation for new users.

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Sample questions

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

24 questions · ~11 min
Q01
Message

Welcome! This short survey asks about your experience with in-product guidance during your first use of the product. There are no right or wrong answers — we're interested in your honest opinions. Your participation is voluntary and you may stop at any time. All responses are confidential and will be reported in aggregate to improve the onboarding experience. Estimated time: 11 minutes.

Q02
Multiple Choice

About how many days ago did you first use this product?

  • Today
  • 1–3 days ago
  • 4–7 days ago
  • 8–14 days ago
  • More than 14 days ago
Q03
Multiple Choice

During your first session, which types of in-product guidance did you notice? (Select all that apply.)

  • Tooltips
  • Interactive walkthrough
  • Checklist or task list
  • I didn't see any guidance
Q04
Message

The following questions are about the in-product guidance you noticed during your first session.

Q05
Multiple Choice

During your first session, did you complete a tutorial or walkthrough?

  • Yes
  • No
  • Not sure
Q06
Message

The following questions are for users who did not notice any in-product guidance during their first session.

Q07
AI Interview

We'd like to understand your onboarding experience in more detail. An AI moderator will ask you a couple of follow-up questions based on your earlier answers.

Q08
Multiple Choice

Which role best describes you?

  • Individual contributor
  • Manager
  • Executive
  • Student
  • Other
Q09
Message

Thank you for your time — your feedback helps us improve the onboarding experience!

Q10
Opinion Scale

Before your first session, how familiar were you with similar products?

Scale: 1 – 5
Min:Not at all familiarMax:Extremely familiar
Q11
Opinion Scale

Overall, how useful was the in-product guidance you saw?

Scale: 1 – 5
Min:Not at all usefulMax:Extremely useful
Q12
Long Text

What was the main reason you skipped or stopped the tutorial?

Q13
Long Text

Where in the product did you expect help or guidance to appear?

Q14
Long Text

Based on your responses in this survey, is there anything else you'd like to share about the onboarding guidance or your first-use experience?

Q15
Multiple Choice

Which area best describes your industry or function?

  • Software/IT
  • Design/UX
  • Data/Analytics
  • Marketing/Sales
  • Operations/Support
  • Other
Q16
Opinion Scale

How would you rate the timing of when the guidance appeared?

Scale: 1 – 7
Min:Much too earlyMax:Much too late
Q17
Multiple Choice

Which guidance format was most helpful to you overall?

  • Tooltips
  • Interactive walkthrough
  • Checklist or task list
  • Not sure / None
Q18
Multiple Choice

Without in-product guidance, how did you orient yourself?

  • Clicked around to explore
  • Read help docs/FAQ
  • Searched the web
  • Asked someone
  • I gave up
  • Other (please specify)
Q19
Multiple Choice

Which device did you primarily use during your first session?

  • Desktop or laptop
  • Mobile phone
  • Tablet
  • Multiple devices
  • Not sure
Q20
Opinion Scale

How clear was the in-product guidance you experienced overall?

Scale: 1 – 5
Min:Not at all clearMax:Extremely clear
Q21
Long Text

Please describe anything about the guidance that felt unclear or poorly timed (e.g., wording, placement, or flow).

Q22
Opinion Scale

How confident did you feel completing your first task without in-product guidance?

Scale: 1 – 5
Min:Not at all confidentMax:Extremely confident
Q23
Multiple Choice

Approximately how long did your first session last?

  • Less than 5 minutes
  • 5–15 minutes
  • 16–30 minutes
  • 31–60 minutes
  • More than 60 minutes
  • Not sure
Q24
Opinion Scale

Overall, how would you describe the amount of in-product guidance you received?

Scale: 1 – 7
Min:Far too littleMax:Far too much

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 a dedicated AI follow-up interview segment that lets users explain their onboarding experience in their own words, going beyond fixed-choice ratings
  • Combines opinion-scale questions on usefulness, timing, clarity, and amount of guidance with open-text follow-ups so friction points can be quantified and explained
  • Branches based on what guidance users actually noticed (or didn't), including a path for users who saw no guidance at all, capturing how they oriented themselves without it
  • Collects context like role, industry, device, and session length alongside the AI interview and quality-scored responses, enabling segmented analysis of activation friction with auto-generated reporting

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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