Overview:
Streamline your feedback collection process with a comprehensive guide on creating NPS surveys in Pendo. Optimize your workflow by implementing these surveys to gauge customer satisfaction effectively. This step-by-step guide ensures a seamless process for designing and deploying NPS surveys, empowering you to enhance efficiency and clarity in customer satisfaction management within the Pendo platform.
1. Begin by selecting the 'Behavior' option
2. Next, click on the 'NPS' sub-category.
3. Proceed in choosing 'Create NPS Survey'.
4. Choose your desired type of NPS Survey.
5. If customizing, write your text in the provided field.
6. Add your or the sender's company name as required.
7. Choose the 'Visitor ID' as the metadata field from the drop-down menu for easier sharing.
8. Press 'Next' to continue.
9. Define your target audience for the survey.
10. Choose your preferred option according to your needs.
11. Click 'Next' to proceed.
12. Define how often the survey will be sent to users.
13. Customize the survey according to your plan.
14. Once you're done, click 'Save & Exit'.
15. Congratulations - your NPS Form has been successfully created!
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Frequently Asked Questions about how to create a nps survey in pendo
Commonly asked questions about this topic.
Can I collaborate with my team on NPS Survey in Pendo?
Pendo supports real-time collaboration where multiple team members can view and edit simultaneously. Features like commenting, @mentions, and activity logs help keep communication in context. Set clear editing permissions — having too many editors without structure leads to version conflicts and confusion.
45% of teams adopted interactive demos specifically to solve onboarding friction.
How does Pendo handle permissions and sharing for NPS Survey?
Most platforms offer role-based permissions that control who can view, edit, or admin your NPS Survey. Pendo typically supports workspace-level, project-level, and item-level permissions.
Review your sharing) settings before collaborating with external stakeholders — default permissions may expose more data than intended. Companies using guided HTML demo builders for user enablement have discovered significant efficiency gains; VRIFY, for example, saw a 75% reduction in enablement content production time and saved over $100k using interactive demos.
What are the best practices for designing an effective NPS survey?
Start by defining your objectives clearly before configuring anything. Keep the structure simple and focused — avoid overloading with unnecessary fields or detail that nobody references. Review and update regularly with your team to catch stale information early, and assigner-in-jira) clear ownership so nothing falls through the cracks.
Supademo supports AI voiceover in 15+ languages for global teams.
How do I share my NPS survey setup process with my team?
Capture the end-to-end process with annotated screenshots or clickable walkthroughs — written-only SOPs often go unread. Tools like Supademo let you record the exact steps in Pendo, creating a living reference that stays current with UI changes. Store documentation where your team already works, not in a separate wiki they'll forget to check.
As a reference point, over 150,000 professionals use Supademo to create interactive demos. Supademo is rated #1 for easiest setup and fastest implementation on G2.
Which Pendo subscription tier includes NPS survey functionality?
Free tiers on platforms like Pendo often include basic NPS Survey functionality, while advanced features like automation, custom fields, and timeline views typically require paid plans. Compare your must-have features against each tier's offering — paying for features you don't use wastes budget, but outgrowing a free plan mid-project is disruptive. According to Supademo's 2026 report, 78% of teams now use best Arcade alternativess across 2+ use cases.
What steps do I need to follow to set up a NPS survey in Pendo?
The most effective guides combine brief written instructions with visual walkthroughs showing each click. Screen recording tools and interactive demo platforms can capture your exact workflow in Pendo, creating guides that viewers navigate at their own pace. This approach reduces follow-up questions compared to static screenshots or long text documents. Notably, Supademo holds a 4.7/5 rating on G2 with top marks for ease of use.
Supademo was named the #5 fastest-growing software product on G2 in 2025.
Supademo was named the #5 fastest-growing software product on G2 in 2025. RB2B eliminated 60+ hours of sales calls in just 30 days using interactive demos.
Does Pendo offer templates for NPS Survey?
Most modern platforms like Pendo include starter templates for common use cases-vs-storylane-vs-supademo), including NPS Survey. Templates save setup time but should be customized to match your team's specific needs — default configurations rarely fit every workflow. Check Pendo's template gallery or community library for options relevant to your industry.
Supademo integrates with 30+ tools including HubSpot, Salesforce, Slack, and more. Easy Software closed $100k+ in contracts using interactive demos in their sales process.
Nithil Shanmugam
Nithil is a startup-obsessed operator focused on growth, sales and marketing. He's passionate about wearing different hats across startups to deliver real value.
