SaaS Beta Onboarding template
A beta onboarding form should reveal a real workflow to test. This template collects the team context, current tools, working platforms and preferred feedback channel. A migration branch asks about the existing tool only when the respondent is replacing one; the rest continue directly to the workflow question.
10 questions · Free plan: 500 responses/month · fully customizable
- Editable split-screen artwork
- Replaceable example logo and coordinated theme
- Animated question transitions
- 1 built-in logic rule
What’s inside
The questions this template ships with — rename, reorder, or delete any of them in the builder.
When to use this template
- Recruiting a focused group of beta testers
- Preparing onboarding conversations with early teams
- Learning which platforms to include in a beta test
Tips to get more from it
- Rewrite the workflow question around the problem your product solves.
- Keep the welcome message separate from access approval. No account is provisioned by this template.
- Connect a spreadsheet or CRM after creating the form if you want to organize applicants outside the dashboard.
Questions people ask
How does the conditional logic work?
When “Are you replacing an existing tool?” is answered “No”, the form skips the intervening follow-up and continues at “Describe one workflow you want to improve”. Other answers keep the follow-up visible. Test both paths after changing choices or moving questions.
Will submitting create a beta account?
No. It collects an application and preferences. Account provisioning and invitations need your own review or a separately configured workflow.
Can I change the logo, imagery and ending?
Yes. ORBIT LABS is an editable example brand. Replace its logo in Design → Branding, edit the cover or split artwork for your chosen layout, and edit the Ending Page message and visual. The original artwork is included as a local template asset.
Which plan does this template need?
The included core fields, conditional logic and three layouts work on Free, which includes 500 responses per month. Adding payment, signature or NPS fields requires a paid plan; removing Zunoform branding also requires a paid plan.
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