Q01
Message
All templatesEmployee & HR
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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
24 questions · ~11 min
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
Frequently asked questions
What questions are in the “First-Run UX Guidance Evaluation Survey” template?
The template includes 24 ready-to-use questions, starting with: “Welcome! This short survey asks about your experience with in-product guidance during your first use of the product. The…” · “About how many days ago did you first use this product?” · “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 24 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.
Related templates
More studies from the same category.
Employee & HR
Hybrid Work Arrangement & Collaboration Pulse
A pulse survey measuring how hybrid and flexible work arrangements affect collaboration effectiveness, productivity, scheduling equity, and manager support. Designed for HR and workplace strategy teams to identify arrangement-preference gaps and fairness concerns across distributed workforces.
View templateEmployee & HR
Hybrid Work Effectiveness Pulse Survey
A 4-week pulse instrument measuring how tools, workspaces, and team norms support hybrid work. Designed for HR, People Ops, or Workplace teams to identify friction points and prioritize improvements across distributed teams.
View templateEmployee & HR
Hybrid Meeting Effectiveness Pulse Survey
A pulse survey measuring inclusion, technology reliability, and decision-making quality across hybrid meetings for organizations seeking to improve the remote-and-in-room participant experience.
View templateEmployee & HR
Week 1 New User Onboarding Friction & Value Survey
Captures Day 1-7 impressions from new users to identify onboarding value moments, friction points, and support gaps that impact activation and retention.
View templateEmployee & HR
Employee eNPS & Advocacy Drivers Survey
Measures employee Net Promoter Score on a standard 0–10 scale and identifies the workplace factors driving or hindering advocacy, enabling targeted improvements to employer brand, engagement, and retention.
View templateEmployee & HR
Psychological Safety & Belonging Assessment
Measures team-level psychological safety, belonging, and speak-up culture using Edmondson-informed items. Designed for HR and people teams seeking actionable insights to improve team dynamics.
View template