Guide

NPS Form Template -- CSAT, Score Calculation, and Follow-Up Workflow

NPS Form Template -- CSAT, Score Calculation, and Follow-Up Workflow

Last updated: May 4, 2026

An NPS form can start with one 0-10 question.

But the form is not the hard part.

The hard part is deciding when to ask, whether NPS or CSAT is the right metric, how to calculate the score, what to do with low ratings, whether you have permission to follow up, and how the team will turn feedback into a concrete action.

An NPS form is not only a score collection page.

It is a way to identify promoters, detractors, reasons, and follow-up work.

This guide covers a practical NPS form template, NPS score calculation, CSAT comparison, FORMLOVA setup prompts, low-score follow-up, analysis, and workflow design.

If you want the broader survey design foundation first, read the Survey Form Guide. This article focuses specifically on NPS and CSAT.

Quick Answer: NPS Measures Relationship, CSAT Measures Recent Experience

NPS and CSAT are both customer feedback metrics, but they answer different questions.

MetricMainly measuresTypical questionBest used for
NPSRecommendation intent, loyalty, relationshipHow likely are you to recommend us to a friend or colleague?Product-wide feedback, relationship tracking, retention programs
CSATSatisfaction with a specific experienceHow satisfied were you with this support interaction?Support, purchase, onboarding, event, delivery, or webinar feedback

Use this simple rule:

Use NPS for overall recommendation intent.
Use CSAT for a recent interaction or transaction.
Add reason and follow-up consent when you need action.

Scores alone rarely improve anything.

Whether you use NPS or CSAT, pair the rating with a reason field and a clear follow-up consent field.

What to Include in an NPS Form

A useful NPS form can be short.

Start with five fields:

1. NPS rating from 0 to 10
2. Reason for the score
3. What should we improve?
4. Permission to follow up
5. Contact field, only when needed

The first question uses a 0-10 scale.

How likely are you to recommend this product or service to a friend or colleague?
0 = Not at all likely
10 = Extremely likely

That single question is enough to calculate an NPS score.

It is not enough to improve the business.

A score of 6 does not tell you whether the problem is price, support, missing features, onboarding, performance, or expectations. A score of 9 does not tell you what the customer values most.

Add a reason field immediately after the score.

What is the main reason for your score?

If the team may contact low-score respondents, ask for permission separately.

May we contact you to learn more about your feedback?
- Yes
- No

Email address, optional

Do not assume that every low-score respondent wants a follow-up. If follow-up is part of the workflow, explain the purpose and collect contact details clearly.

How to Calculate NPS

NPS groups 0-10 responses into three categories.

ScoreGroupMeaning
9-10PromotersCustomers likely to recommend you
7-8PassivesSatisfied but not strongly enthusiastic
0-6DetractorsCustomers with possible dissatisfaction or churn risk

Bain & Company explains the NPS calculation as the percentage of promoters minus the percentage of detractors.

NPS = % Promoters - % Detractors

Example with 100 responses:

GroupResponsesShare
Promoters4040%
Passives3030%
Detractors3030%

The NPS score is:

40% - 30% = 10

NPS ranges from -100 to 100.

Passives are not subtracted, but they still count in the total response base. Do not remove them from the denominator.

Also, do not treat NPS as an absolute truth. Segment, sample size, survey timing, and customer mix change the interpretation. The useful questions are: did the score move, which segment changed, and what reasons appear in the comments?

Bain publishes trademark and service mark guidance for Net Promoter and NPS-related terms. If you use those terms in public material, include the appropriate attribution where your organization requires it.

How to Build a CSAT Form

CSAT measures satisfaction with a specific experience.

It fits moments like:

After a support ticket
After a purchase
After an event
After onboarding
After a delivery
After a webinar

A practical CSAT form can use this structure:

1. Clarify the experience being rated
2. Ask a 5-point satisfaction question
3. Ask for the reason
4. Ask what should improve
5. Ask for follow-up consent when needed

Example:

How satisfied were you with this support interaction?
- Very satisfied
- Somewhat satisfied
- Neither satisfied nor dissatisfied
- Somewhat dissatisfied
- Very dissatisfied

SurveyMonkey's CSAT help describes a common pattern: a single-choice CSAT question plus an open-text follow-up. It also gives a top-two-box style calculation, where positive satisfaction responses are divided by total responses and multiplied by 100.

A simple CSAT calculation is:

CSAT = Satisfied responses / Total responses x 100

With a 5-point scale, teams often count the top two positive choices as satisfied.

CSAT is easier than NPS for recent experiences. If you are asking about yesterday's support reply, today's event, or a completed onboarding call, CSAT usually feels more natural to respondents.

Create an NPS or CSAT Form in FORMLOVA

In FORMLOVA, you can create forms with an NPS field, collect responses, view responses, search responses, update status, and export CSV / Excel on the Free plan.

For an NPS form, you can ask:

Create an NPS form.
Include a 0-10 NPS field, reason for the score, improvement request, follow-up consent, and optional email address.

For CSAT:

Create a CSAT form for support interactions.
Include a 5-point satisfaction question, reason, improvement request, and follow-up consent.

Keep the first version short.

For NPS, this is enough:

FieldRequired?Purpose
NPS scoreRequiredClassify promoters, passives, and detractors
ReasonOptional or requiredUnderstand why the score was given
Improvement requestOptionalCapture action ideas
Follow-up consentOptionalConfirm whether contact is allowed
Email addressConditional or optionalContact only respondents who agree

The goal is not a perfect research instrument on day one.

The goal is to collect the score, reason, and follow-up permission in a way the team can actually use.

Design Low-Score Follow-Up

The biggest waste in NPS programs is finding detractors and doing nothing.

For scores from 0 to 6, decide what happens next:

Someone reviews the response.
Only respondents with follow-up consent are contacted.
Repeated issues become improvement categories.
Urgent issues get routed to the right owner.
Trends appear in recurring reviews.

FORMLOVA supports conditional emails and workflow email actions on Standard or higher. Standard is 480 JPY per month.

Example workflow:

If NPS score is 6 or lower
and follow-up consent is Yes
then notify the owner and send a short follow-up email.

This does not mean every detractor should receive an automated apology.

A safer first message is short, human, and specific:

Thank you for your feedback.
We reviewed your response.
If you are open to it, we would like to understand the issue in more detail so we can improve.

That turns the NPS form into an improvement workflow, not only a survey.

Workflow Place includes recipes for customer satisfaction follow-up. If you do not want to design the workflow from scratch, start from an existing prompt and adapt it to your form. See Find Workflow Place Recipes and Configure Them from Chat.

Analyze Reasons, Not Only Scores

NPS and CSAT are useful only when the score is connected to reasons and action.

Watch these together:

What to reviewWhy it matters
Promoter, passive, and detractor shareShows overall customer temperature
Change over timeShows whether the experience is improving
Differences by segmentFinds where the problem is concentrated
Frequent words in commentsExplains what is driving the score
Follow-up requestsPrevents operational misses

FORMLOVA's Free plan supports response search, response status, and CSV / Excel export. Standard and above add free-text analysis, cross-tabulation, PDF reports, and detailed analytics.

Useful prompts:

Show responses with NPS 6 or lower.
Mark respondents with follow-up consent as unhandled.
Group improvement reasons by category.
Summarize common words in open-ended answers.

The point is not to stare at a score.

The point is to find the reason, record the status, and move the issue into improvement work.

For the operating flow, read View, Filter, and Update Response Status.

Common NPS and CSAT Form Mistakes

Avoid these patterns:

MistakeWhy it hurtsBetter approach
Asking only for a scoreYou cannot see the reasonAdd a reason field
No follow-up permissionYou cannot safely contact peopleAsk for consent and optional contact details
Mixing NPS and CSAT casuallyThe metric becomes unclearUse NPS for relationship and CSAT for recent experience
Making every text field requiredCompletion becomes heavierKeep open text focused and mostly optional
Reporting and stoppingFeedback does not become actionAssign status, owner, and next step

Low-score follow-up needs care.

Unhappy respondents may not want a call. They may only want to leave feedback. Ask for permission, explain why you are asking, and contact only the people who agreed.

NPS and CSAT are not for making a dashboard look good.

They are for turning customer feedback into better operations.

FAQ

What should an NPS form include?

Include a 0-10 recommendation question, reason for the score, improvement request, follow-up consent, and optional contact field. The score gives the metric, but the reason and consent make the feedback actionable.

How do you calculate NPS?

Group scores 9-10 as promoters, 7-8 as passives, and 0-6 as detractors. NPS is the percentage of promoters minus the percentage of detractors. Passives do not enter the subtraction, but they remain in the total response base.

Should I use NPS or CSAT?

Use NPS when you want to measure overall recommendation intent or loyalty. Use CSAT when you want feedback on a specific interaction, purchase, event, support case, onboarding flow, or delivery.

Can FORMLOVA create NPS forms on the Free plan?

Yes. FORMLOVA can create forms with an NPS field, collect responses, view responses, search responses, manage response status, and export CSV / Excel on the Free plan. Conditional emails, free-text analysis, cross-tabulation, and PDF reports are available on Standard or higher.

Should low-score respondents get an automatic email?

Only when you have follow-up consent and a clear workflow. A short human follow-up is safer than an aggressive automated apology. For sensitive feedback, route the response to an owner first.

References

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Disclosure and Verification

This guide was written after checking official information from each service as of May 4, 2026. The author builds FORMLOVA. NPS calculation, trademark guidance, and CSAT calculation patterns were checked against public sources and official information. Pricing, features, and limits may change, so check each service's official pages before making a decision. For surveys involving personal data, healthcare, finance, hiring, legal, or regulated contexts, follow your organization's policies and expert review.

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@Lovanaut

Creator of Sapolova, Lovai, Molelava, and FORMLOVA. Building kind services with love.

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