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.

Use this template Start free — no card

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

Interactive — fill it in like a respondent would.Open full width

What’s inside

The questions this template ships with — rename, reorder, or delete any of them in the builder.

01Your nameShort text

02Work emailEmail

03Team or companyShort text

04Your roleMultiple choice

05Are you replacing an existing tool?Multiple choice

06Which tool are you replacing?Short text

07Describe one workflow you want to improveLong text

08Where do you work?Checkboxes

09How would you prefer to give feedback?Multiple choice

10What would make the beta worth your time?Long text

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.

Example response and next steps

Illustrative example, not a real customer submission.

An operations lead wants to test a tool with a small team. A concrete workflow gives the product team a more useful test case than a general request for early access.

Your role: Operations
Are you replacing an existing tool?: No
Describe one workflow you want to improve: Collect equipment requests in one place, then review the business reason before asking finance for approval.

How to use the response

The respondent skips the existing-tool follow-up. Use the workflow to define a short onboarding task and compare the result with their success criterion. Group applicants by the problem they want to solve, then invite a manageable set for review; submission does not provision an account.

Before publishing your version

Rewrite the workflow prompt around your product, check platform choices and select a realistic feedback channel. Test both migration paths and configure any spreadsheet, CRM or invitation process separately.

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.