Template Overview
This welcome survey template asks a new signup three short questions, then shows a different result page depending on how they answered. The questions cover company size, what kind of business the person runs, and what they are hoping to achieve. The third answer decides which page they land on, so someone who says they want to convert more leads sees a different next step from someone who says their onboarding is broken.
That branching is the part most welcome surveys skip. Collecting the answers is easy; acting on them in the same session is what changes activation. Because each answer is stored as a value on the contact record, the survey does two jobs at once: it routes the person to a relevant next step immediately, and it tags them for follow-up. The email sequence that goes out afterwards branches on the same answers, so a solo founder and a hundred-person company do not receive the same onboarding emails. Those sequences run on involve.me's built-in CRM, with no separate email platform in the chain.
Keep it to three to five questions. Completion drops sharply past five, and a welcome survey that nobody finishes segments nobody. Use it for SaaS products qualifying new signups, high-ticket service businesses working out what a new client actually needs before the kickoff call, and course or membership businesses sorting new members by goal. Publish it as a standalone page after signup, embed it in your app, or send it as the first email in your welcome sequence.
Key Features
Three-question flow with one question per screen, which keeps perceived effort low and completion high.
Answer-driven outcome pages so the final screen matches the goal the person just selected, rather than showing a generic thank you.
Multiple choice answers throughout, giving you clean values to segment on instead of free text you have to read and sort by hand.
Testimonial and social proof blocks on each outcome page, so the recommended next step arrives with evidence attached.
Answer-based email automation that sends each segment its own sequence, branching on the same answers that decided the outcome page.
Benefits
New signups get a relevant first step, not a tour. The outcome page points at the one thing that matches their stated goal, which is what shortens time to value.
Segmentation happens on day one. Company size, business type, and goal all land as contact properties, so later campaigns can target on them without a data cleanup project.
The follow-up writes itself into the right lane. Built-in email automation branches on the answers, so three segments get three sequences from a single setup.
You learn why people signed up. Aggregate answers tell you which goal brings the most signups, which is a positioning signal as much as an onboarding one.
Nothing extra to buy. The survey, the branching, the contact record, and the email sequences are in one subscription, and the free plan runs all of it.
How it works
Customize
Replace the placeholder brand name and demo copy with your own, rewrite the three questions to match how your customers describe their goals, and edit the answer options. Keep the count at three to five questions, and write the outcome pages so each one names a specific next action.Configure
Map each answer to its outcome page, add a consent checkbox if you are collecting contact details at this point, and turn on OTP verification on the email field. Use hidden fields to carry the signup source or user ID through from your app.Connect
In the Connect tab, push answers to your CRM or product analytics through 50+ native integrations, Zapier, or webhooks. Map each question to a contact property, then build the branching email sequence inside involve.me.Share
Publish as a standalone page and redirect new signups to it, embed it inline or as a pop-up in your app with a div wrapper and script tag, or send the link as the first email after signup.Analyze
Track completion rate and per-question drop-off, compare how the segments split, filter contacts by answer, and A/B test question wording and order to lift completion.
Frequently Asked Questions
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A welcome survey is a short set of questions shown to someone immediately after they sign up, asking what they came to do. The answers are used two ways: to personalize what the person sees next, and to segment them for follow-up. It is not a satisfaction survey, because there is nothing to be satisfied with yet.
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Three to five, and three is better. Completion falls off sharply past five questions, and every question you add has to earn its place by changing something you actually do afterwards. If an answer will not change the next screen, the email sequence, or a segment, cut the question.
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Ask about the job they came to do, their role or business type, and their scale. Wordings that work: "What brings you here today?", "What are you hoping to achieve?", "What best describes your role?", "How big is your team?", "What will you use this for?", and "How familiar are you with this kind of tool?". Offer multiple choice options rather than a text box so the answers are usable as segments.
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Yes. The free plan includes 3 live funnels and covers this template with its branching and its email sequences, with no trial clock. Paid plans start at $29 per month billed annually and add funnel capacity, branding removal, and custom domains.
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No, and the two get confused constantly. An employee onboarding survey asks a new hire how their first week went, and it is run by HR after the fact. A welcome survey asks a new customer or user what they want before anything else happens, and it is used to personalize what comes next. This template is the second kind.
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Yes, and it is the main reason to use this template rather than a plain form. Build it as an Answer-based Outcomes or Score-based Outcomes funnel and map each answer to its own result page. You can also enable Personalized AI Text on an outcome page so the copy is written for each respondent instead of being one shared paragraph.
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Yes. Built-in email automation branches on the answers, the outcome shown, the segment, and later opens and clicks. Three goal options become three sequences from one setup, and everything runs in the same subscription as the survey, so no external email platform is needed to make the branching work.
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Embed it when you can interrupt the product experience, because in-context prompts complete far better. Embed inline or as a pop-up with a div wrapper and script tag. Use the standalone page URL when you are redirecting after signup or sending it by email, and note that both routes work from the same funnel at the same time.
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Yes. Describe your product, your audience, and what you want to segment on, and the AI Agent generates the questions, the branching logic, the outcome pages, and the design. It is available on every plan including free, so you can produce a version tailored to your business and then edit it by hand.
