Close Modal Icon

How to Set an Onboarding NPS Goal in Vitally

Learn how to create and automate an Onboarding NPS Goal to measure customer satisfaction.

About this Blueprint

Blueprints are a collection of Vitally best practices and use cases brought to you by today's Customer Success thought leaders.

With Vitally Goals, Customer Success teams can track and demonstrate how their strategies and activities impact their organization and customers.

In this Blueprint, you’ll learn how to set up a simple ‘Onboarding NPS’ Goal so that you can track whether customers are satisfied with your product as they exit a critical stage of their journey.

How this Blueprint works

To get started, you'll need to create a Goal Template, which are reusable goals that can be set across your entire customer base. In the 'Onboarding NPS' Goal Template, we've provided example parameters below that you can customize to fit your business:

  • Name: Onboarding NPS
  • How long until the goal is achieved? 30 days
  • When will this goal be considered achieved? As soon as all conditions are met before the end date
  • What conditions need to be met? NPS Promoters Count > 0

With an 'NPS Promoters Count' metric greater than 0, we could see that at least one customer is enjoying the product and feeling positive about it. Setting an 'Onboarding NPS' goal allows you to easily determine whether your Onboarding activities are working and producing successful results. 

On the other hand, if some customers fail to reach this Goal within the designated time frame, you could then use this data to determine why and adjust your strategy from there.

KPIs Impacted
  • Net Promoter Score (NPS)
  • Customer Satisfaction (CSAT) Score
Getting Started with Goals

Learn more about tracking impact with Vitally Goals and additional use cases in our announcement blog post. If you’re new to Vitally’s Customer Success Platform and looking to improve your team’s efficiency and productivity, request a demo today.

Request a Demo Today
Ready to Share Your Blueprint For Success?

We're now accepting submissions to our Blueprint Library to showcase how Customer Success leaders are creating best practices to help scale productivity and collaboration across their teams and customers.

Ready to Put Your Data To Work?

Take a live look at Vitally's Customer Success Platform to learn how your data can help your teams and customers achieve greater success.