Free survey template

Customer effort score survey template. Ten questions on how hard it was to get help.

Ask customers who contacted you how easy it was to get their issue handled, through which channel, whether it is resolved and what got in the way. Copy the survey, put your company’s name in place of [Company] and send the link when a ticket or chat closes.

Use this template

Free plan: 100 responses a month and up to 50 surveys, no credit card.

The template’s real survey on a phone.

  • 10 ready questionsAbout 2 min on a phone.
  • Yours to changeQuestions, answers and logic.
  • A ready reportA chart for every closed question.
  • Export on every planCSV, Excel and SPSS.

A resolved issue can still cost the customer three calls. Ask how much effort it took, and remove the step that made them try again.

The 10 CES survey questions in this template.

In the order customers meet them. Two logic rules skip what does not apply, and you can change any question.

The effort score

  1. [Company] made it easy for me to handle my issue.

    Single choice Required

    • Strongly disagree
    • Disagree
    • Somewhat disagree
    • Neither agree nor disagree
    • Somewhat agree
    • Agree
    • Strongly agree

    Why ask it. The CES question: a statement on a seven-point agreement scale. The share of customers who agree is your Customer Effort Score.

The contact

  1. What did you contact us about?

    Single choice Required

    • Order or delivery
    • Billing or payment
    • Account or login
    • Question about a product
    • Technical problem
    • Return or refund
    • Other, in their own words

    Why ask it. Ties every score to a reason, so you see which requests take the most effort. Replace the six reasons with your own.

  2. How did you contact us?

    Single choice Required

    • Live chat
    • Email
    • Phone
    • Messaging app, such as WhatsApp
    • Social media
    • In-app message
    • I only used the help center
    • Other, in their own words

    Why ask it. Compares channels for the same kind of request. Customers who only used the help center skip the agent rating.

  3. How would you rate the person who helped you?

    Rating 1–5

    Why ask it. Separates the person from the process. A high agent rating next to a low effort score points at rules or tools, not at the team.

Resolution

  1. Is your issue resolved?

    Single choice Required

    • Yes, fully
    • Partly
    • No

    Why ask it. Easy and resolved are not the same thing. Customers who answer “Yes, fully” skip the next question.

  2. What is still unresolved?

    Open answer Required

    Why ask it. Asked only when something is still open, so your team knows exactly what to follow up on.

  3. How many times did you contact us about this?

    Single choice Required

    • Once
    • Twice
    • 3 times or more
    • I didn't contact you, I used the help center

    Why ask it. Repeat contacts are effort you can count. Track the share of customers who had to come back. Customers who only used the help center have an answer of their own, so they don’t blur the count.

  4. How long did it take to get an answer that helped?

    Single choice

    • Within an hour
    • Later the same day
    • 1–3 days
    • More than 3 days
    • I'm still waiting

    Why ask it. Time to a useful answer, not to the first reply. Put it next to your own response-time numbers.

What got in the way

  1. What, if anything, made it harder than it should have been?

    Multiple choice

    • It was hard to find how to contact you
    • I had to wait too long
    • I had to repeat myself
    • I was passed from one person to another
    • The answer was unclear
    • I had to follow up myself
    • Other, in their own words

    Why ask it. Names the friction: waiting, repeating, transfers, unclear answers. The option ticked most often is your first fix.

  2. What one thing would make this easier next time?

    Open answer

    Why ask it. One change from each customer, in their words. Count the ideas that repeat.

Use this template

How to run a CES survey from this template.

  1. 1

    Copy the template

    Click “Use this template” and create a free account or log in. The survey is copied to your account with all ten questions and both logic rules. The copy waits in your survey list as a draft.

  2. 2

    Make it yours

    Put your company’s name in place of [Company], and list your own contact reasons and support channels in questions two and three.

  3. 3

    Send it when the contact ends

    Paste the link into the message that closes the ticket or chat, or into a follow-up e-mail. On Basic and higher plans, add the ticket number to the link as a hidden field.

  4. 4

    Read the report

    Every closed question gets a chart. Share a read-only report link with the support team or export the answers.

How to read CES survey results.

Your CES score

Add up the Somewhat agree, Agree and Strongly agree answers to the first question and divide by all answers. That share is your CES. Compare it month to month.

Where effort piles up

On Basic and higher plans, filter the score by contact reason or by channel to see which requests and which channels make customers work hardest.

What to fix

The friction checklist and the open answers name the cause. Export everything to Excel, CSV or SPSS on any plan and take it to the support lead.

How to get more customers to answer.

  1. Ask right after the contact

    Send the link when the ticket or chat closes, while the customer still remembers each step.

  2. Keep it short

    The survey takes about two minutes, short enough for a support follow-up. Delete any question your team will not act on.

  3. Follow up on what is open

    Turn on e-mail notifications for new answers, on every plan, so the team reads “What is still unresolved?” the same day.

  4. One survey for every channel

    Send the same survey after chat, e-mail and phone contacts, so the channel scores compare.

More CES survey questions you can add.

Not in the template. Add any of them in the builder in a few clicks.

Self-service

  • Did you look for the answer in our help center first?
  • How easy was it to find what you needed on our site?
  • Why didn’t the help center answer your question?

The person who helped

  • Did the person who helped you understand your issue?
  • Did you get a clear explanation of the next steps?
  • How would you rate their knowledge of the product?

Beyond support

  • How easy was it to place your order?
  • How easy was it to return a product?
  • How easy was it to change your account settings?

Questions about this template

What is a customer effort score survey?

A short survey sent after a customer contacts support or completes a task. Its main question asks how easy the company made it, and the answers give the Customer Effort Score. This template adds the reason for the contact, the channel, whether the issue is resolved and what made it harder.

How do I calculate CES?

With a seven-point agreement scale, count the Somewhat agree, Agree and Strongly agree answers to the first question and divide by all answers. You can also report the average on the 1–7 scale: the free CES calculator works it out from the answer counts in your report.

When should I send a CES survey?

Right after an interaction: a closed ticket, a chat, a call, a return. Effort is about one experience, so ask while the customer remembers it.

How is CES different from CSAT and NPS?

CSAT asks how satisfied the customer is, NPS how likely they are to recommend you, and CES how easy it was to get something done. CES fits best after support contacts and other single tasks.

Can I link answers to a ticket or an agent?

Yes, on Basic and higher plans: add the ticket number or the agent’s name to the survey link as a hidden field, and it is saved with each answer. Every new account starts with a 14-day Premium trial that includes it.

Find the step that makes customers try twice.

Put your name in the survey, send the link when the next ticket closes and fix what customers name most often.