Customer Account Portal Survey
Orders, returns, and self-service: does the account area actually serve?
4 questions · 1 page · about 2 minutes to answer · fully editable after you start
The account portal is where customers try to help themselves before they email you. This survey measures whether they can: finding past orders, starting a return, tracking a delivery, updating details – each a support ticket avoided when it works and generated when it does not.
The tried-and-failed write-in is your support-deflection roadmap: every task customers attempt in the portal and finish by email is a feature with a measurable ticket cost attached.
Template preview
This is a picture of every question as a respondent would see it, so nothing on it can be clicked or typed into. Use this template to get your own editable copy.
Opens in the Light theme, or in your own default theme if you have set one — change it anytime to any of the 4 built-in looks, or build your own on a paid plan.
Page 1
Using your account
This survey asks how easy it is to manage your orders and details in your online account. Your answers help us fix what sends people to email us instead. It takes about 2 minutes.
Q1.How easy are these in your account area?*
| Hard | OK | Easy | I did not find it | Not applicable | |
|---|---|---|---|---|---|
| Finding past orders | |||||
| Tracking a delivery | |||||
| Starting a return | |||||
| Updating your details |
Q2.What have you tried to do in your account that you ended up emailing us about?
Q3.Overall, how useful is the account area?
Q4.What is missing from it?
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