How to Build a Product Testing Feedback Form for Beta Programs with Conditional Logic

Turn your beta program into actionable product insights

In this guide, you’ll build a Product Testing Feedback Form designed to help SaaS or product teams gather focused insights from beta users — what works, what’s confusing, and what needs fixing.
You’ll use logic branching, automated follow-ups, and dashboards to transform raw tester feedback into clear, prioritized insights.

📘 Learn more: Create your first form, app, or portal in a flash

Step 1: Create your beta feedback form

From your workspace, click + New → Form, or choose a Product feedback or Product review form for E-commerce from the gallery.
You can also use Magic Create, try this prompt:

“Product testing feedback form for beta users with feature ratings, logic-based questions, and follow-up automation.”

Add core fields such as:

• Tester name and email (prefilled if invited)
  
  
• Product version or build ID
  
  
• How often did you use the product during testing?
  
  
• Overall satisfaction (1–10)
  
  
• Favorite feature(s)
  
  
• Least useful or confusing feature(s)
  
  
• Bugs or issues encountered (File upload optional)
  
  
• Suggestions for improvement
  
  
• Would you recommend this product after launch? (Yes/No/Maybe)
  
  

💡 Tip: Keep your form short and dynamic — testers are more likely to complete a 5–7 minute experience.

📘 Learn more: How to create a form

Step 2: Personalize with logic branching

Use Show/Hide logic so each user sees only questions that fit their experience.

Examples:

• If @recommend = “No” → show “What would change your mind?”
  
  
• If @bugs_found = “Yes” → show File upload field for screenshots.
  
  
• If @usage_frequency = “Rarely” → show “What prevented you from testing more often?”
  
  

💡 This keeps the flow clean while ensuring you collect the right level of detail from each tester.

📘 Learn more: How to use show hide logic in classic forms

Step 3: Score and categorize tester feedback

Add a Variable field to calculate an engagement or satisfaction score for each submission.

Example formula:

(@satisfaction_score + @recommendation_score) / 2

Use this to segment users into Promoters, Passives, and Detractors automatically.
You can then trigger different follow-up actions for each group.

📘 Learn more: How to add and calculate scores using variable fields

Step 4: Send personalized thank-you emails automatically

Go to Settings → Notifications and create a custom email template to thank testers and confirm their submission.

Example:

Subject: Thanks for your feedback on our beta, @name!

Hi @name,
We appreciate your time testing version @product_version.
Your feedback helps us improve before launch. Stay tuned for updates!

— The Product Team

💡 Add conditional follow-ups for key insights:

• If @bugs_found = “Yes” → send “Bug report received” email
  
  
• If @satisfaction_score ≤ 6 → alert product manager
  
  

📘 Learn more: How to send and receive conditional email notifications

Step 5: Capture screenshots or bug reports

Add a File upload field labeled Attach a screenshot or recording.
You can make it required only when testers report a bug.

📘 Learn more: Form editor and field types

Step 6: Summarize responses with AI Smart Content

Use AI Smart Content to generate automatic summaries of each tester’s feedback on the ending page or dashboard.

Example AI prompt:

“Summarize this tester’s experience by highlighting positive mentions, negative feedback, and improvement suggestions.”

This helps your team scan insights quickly instead of reading long responses.

📘 Learn more: Create dynamic ending pages with AI Smart Content

Step 7: Organize insights in a dashboard

Open Results → Dashboard to create a visual overview of tester sentiment and issues.
Add:

• Table view: Tester details, version tested, satisfaction score
  
  
• Pie chart: Distribution of promoters, neutrals, detractors
  
  
• Bar chart: Bugs reported by feature or module
  
  
• Kanban board: Requests grouped by category (UI / Functionality / Performance / Other)
  
  

📘 Learn more: How to create a Kanban board
📘 Learn more: How to showcase charts based on form responses

Step 8: Share a beta testing portal with your team

Convert your form and dashboard into a Beta Testing Portal App so your team can track progress and analyze insights together.
Add pages for:

• Submit feedback — your main form
  
  
• Bug reports — filtered table of all issues
  
  
• Insights dashboard — summarized charts and trends
  
  

Assign roles so testers can submit feedback while your team views and manages data securely.

📘 Learn more: How to create a portal and manage users access
📘 Learn more: How to create and assign user roles in your portal

Step 9: Connect your form to Slack or product tools

Send new submissions to your preferred tools to close the feedback loop instantly.
Examples:

• Send bug reports to Slack or Jira channels.
  
  
• Export feature requests to Google Sheets for prioritization.
  
  

📘 Learn more: How to add integrations on Formaloo
📘 Learn more: How to set up two-way sync between Formaloo and Google Sheets

Pro tips

• Enable autosave: Let testers pause mid-form while testing multiple modules.
  📘 Learn more: How to auto save incomplete responses and let users resume later
• Analyze patterns automatically: Use AI Analyze to detect recurring pain points or sentiments across testers.
  📘 Learn more: Uncover insights & trends in your data with AI Analyze
  
  

Example scenario

A group of testers uses version 3.2 of your app.
One user selects “Frequent crashes” as a bug and uploads a screenshot.
Logic triggers a bug report email to the QA team, while AI Smart Content summarizes the feedback as:

“Crash issue on login screen, likely related to version 3.2 authentication module.”
Your dashboard updates automatically, and the issue appears under Functionality > High Priority.

📘 Learn more: Build personalized and time-saving flows with logic, automations, and AI

FAQ

1. Can testers edit their submissions after sending?
Yes, enable login or link editing to allow them to update reports after retesting.

2. Can I segment testers by platform or device?
Absolutely, add dropdowns for OS or browser, then use filters or logic for analysis.

3. Can I share feedback summaries with external stakeholders?
Yes, embed dashboards or export filtered reports as PDFs for clients or investors.

Your beta feedback workflow is live

You’ve built a powerful beta feedback workflow that captures real user insights, scores satisfaction, and automates reporting.
Next, expand it into a Product Testing Portal with release notes, follow-up surveys, and bug fix tracking — all powered by Formaloo.

📘 Learn more: How to customize your portal with your brand identity

Last updated November 2025

‍