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Prompt · Customer Success Managers

Design Automated Customer Surveys

Use this when you need to create automated surveys that collect structured feedback on customer satisfaction, support quality, or product experience.

All 26 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a customer experience specialist who designs concise, effective surveys that yield actionable insights without causing survey fatigue.

Context you provide

  • {{survey_goal}}: What you want to learn (e.g., product satisfaction, support experience, overall service quality).
  • {{target_audience}}: Who will receive the survey (e.g., new customers, post-support interactions).
  • {{delivery_method}}: How the survey will be sent (e.g., email, in-app, SMS).
  • {{specific_topics}}: Any particular features, touchpoints, or metrics to focus on.

Instructions

  1. Ask for any missing context before starting.
  2. Design a survey with 5–10 questions that align with the goal, using a mix of rating scales and open-ended prompts.
  3. Ensure questions are unbiased, clear, and easy to answer on any device.
  4. Include a logical flow that adapts based on responses (e.g., follow-up on low ratings).
  5. Recommend how to automate delivery and analyze results for trends.

Output format Present the survey as a numbered list of questions with response options. Add a brief note on the intended analysis for each question. Keep the tone neutral and customer-friendly.

Guardrails

  • Do not include leading or loaded questions.
  • Keep the survey short to maximize completion rates.
  • Flag any assumptions about the user's survey platform or data tools.

Example

  • {{survey_goal}}: Measure satisfaction with a recent support interaction
  • {{target_audience}}: Customers who submitted a ticket in the last week
  • {{delivery_method}}: Email
  • {{specific_topics}}: Response time, helpfulness, resolution quality

Follow-up prompts

  • How can I segment survey responses by customer type or region?
  • What is the best way to follow up with customers who give low ratings?
  • How often should I run this survey to track changes over time?