Socket’s customer satisfaction (CSAT) feedback tool is a no-build CSAT survey that can be sent to any or all of your clients in Socket, so you can build feedback loops in minutes for key touch points.
CSAT surveys can help your practice to uncover:
at-risk clients before renewals.
hidden dissatisfaction that leads to scope creep.
opportunities for reviews, referrals, and advisory upsells.
insights that improve service quality across your team.
How to Get Started
⚠️ Before starting, we recommend setting up your custom email domain so that your surveys go out from your own email address.
This simple step boosts the deliverability and response rate for all emails that you send from Socket, including proposals and engagement letters.
To begin, navigate to Surveys in your Socket sidebar.
From here, click Start a new survey to create your first CSAT survey.
Step 1: Name your survey
Enter a survey name (e.g., CSAT Q4 2025) and click Next.
Step 2: Select recipients
Use the built-in filters to choose who will receive your survey.
You can filter by:
Client Owner
Client Manager
Entity Type
All active clients
You can also choose whether to send the survey to the primary contact only or all contacts for each client.
Step 3: Review recipients
You’ll see a list of clients and contacts who will receive the survey.
From here you can:
Exclude any recipients you don’t want to survey
Toggle Include all if needed
Return to Edit survey to adjust your filters
Click Continue to messaging once your list looks right.
Step 4: Customise your email message
You can tailor the email your clients receive, including:
Subject line
Sender (Client Owner, Client Manager, Survey Creator, Practice Principal)
Email body, including dynamic tags
Subject line
Sender (Client Owner, Client Manager, Survey Creator, Practice Principal)
Email body, including dynamic tags
Important: The Survey Link tag must remain in the email as it’s required for sending. Use the Preview option to check how your email and survey will look from your client’s perspective.
Step 5: Send your survey
When everything looks good, click Send to clients.
You’ll return to the Surveys list where you can see the sending status and view your survey stats once it’s live.