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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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First-Run UX Guidance Evaluation Survey
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.
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Sample questions
A preview of what’s in the template. Every question is editable before you launch.
20 questions · ~11 min
Q01
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
Q02
Opinion Scale
Before your first session, how familiar were you with similar products?
Scale: 1 – 5
Min:Not at all familiarMax:Extremely familiar
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
Message
The following questions are about the in-product guidance you noticed during your first session.
Q04
Opinion Scale
Overall, how useful was the in-product guidance you saw?
Scale: 1 – 5
Min:Not at all usefulMax:Extremely useful
Q05
Opinion Scale
How would you rate the timing of when the guidance appeared?
Scale: 1 – 7
Min:Much too earlyMax:Much too late
Q06
Opinion Scale
How clear was the in-product guidance you experienced overall?
Scale: 1 – 5
Min:Not at all clearMax:Extremely clear
Q07
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
Q08
Multiple Choice
During your first session, did you complete a tutorial or walkthrough?
- Yes
- No
- Not sure
Q09
Long Text
What was the main reason you skipped or stopped the tutorial?
Q10
Multiple Choice
Which guidance format was most helpful to you overall?
- Tooltips
- Interactive walkthrough
- Checklist or task list
- Not sure / None
Q11
Long Text
Please describe anything about the guidance that felt unclear or poorly timed (e.g., wording, placement, or flow).
Message
The following questions are for users who did not notice any in-product guidance during their first session.
Q12
Long Text
Where in the product did you expect help or guidance to appear?
Q13
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)
Q14
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
Q15
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.
Q16
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?
Q17
Multiple Choice
Which role best describes you?
- Individual contributor
- Manager
- Executive
- Student
- Other
Q18
Multiple Choice
Which area best describes your industry or function?
- Software/IT
- Design/UX
- Data/Analytics
- Marketing/Sales
- Operations/Support
- Other
Q19
Multiple Choice
Which device did you primarily use during your first session?
- Desktop or laptop
- Mobile phone
- Tablet
- Multiple devices
- Not sure
Q20
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
Message
Thank you for your time — your feedback helps us improve the onboarding experience!
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
Frequently asked questions
What questions are in the “First-Run UX Guidance Evaluation Survey” template?
The template includes 20 ready-to-use questions, starting with: “About how many days ago did you first use this product?” · “Before your first session, how familiar were you with similar products?” · “During your first session, which types of in-product guidance did you notice? (Select all that apply.)”. The full set is previewed above, and every question is editable.
How long does this survey take to complete?
Respondents typically finish the 20 questions in about 11 minutes.
Can I customize this template?
Yes — every question, answer option, and the ordering is editable before you launch. You can add or remove questions, or ask the AI editor to rework the survey around your research goal.
Is this template free to use?
Yes. Open it in the editor and start customizing right away — no account required to try it, and the free plan covers launching your survey.
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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