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Customer Experience

Offer Clarity, Incentive Fit & Referral Intent Survey

Measures how clearly customers understand promotional offers, how well incentives match their preferences, and their likelihood of referring others — identifying friction points to improve referral rates and conversions.

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設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全19問・約9分
Q01
メッセージ

Welcome, and thank you for participating in this short survey about your experience with our promotional offers. This survey takes approximately 9 minutes to complete. There are no right or wrong answers — we're simply interested in your honest opinions. Your responses are completely confidential and will be reported only in aggregate. Participation is voluntary, and you may stop at any time. Please click 'Next' to begin.

Q02
プルダウン

When did you last notice a promotional offer or incentive from us?

  • Within the last 7 days
  • 8–30 days ago
  • 1–3 months ago
  • More than 3 months ago
  • I don't recall
Q03
オピニオンスケール

The offer was easy to understand.

スケール: 1 – 7
最小:Strongly disagree最大:Strongly agree
Q04
オピニオンスケール

How appealing was the incentive to you personally?

スケール: 1 – 7
最小:Not at all appealing最大:Extremely appealing
Q05
オピニオンスケール

How likely would you be to recommend or share this kind of offer with a friend or colleague?

スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q06
AIインタビュー

We'd like to understand more about your experience with our offers. An AI moderator will ask you a couple of brief follow-up questions based on your responses.

Q07
プルダウン

What is your age group?

  • Under 18
  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65+
  • Prefer not to say
Q08
メッセージ

Thank you for completing this survey — your feedback helps us create better offers for you. Your responses are confidential and will be reported only in aggregate.

Q09
選択式

Where did you see that offer? (Select all that apply)

  • Email
  • In-app message
  • Website banner
  • Social media
  • Friend or word of mouth
  • In-store or on-premise
  • SMS / text message
  • Other
Q10
オピニオンスケール

The terms and conditions of the offer were clear.

スケール: 1 – 7
最小:Strongly disagree最大:Strongly agree
Q11
選択式

Which of the following influenced whether the incentive felt like a good fit for you? (Select all that apply)

  • Amount or discount size
  • Relevance to my needs
  • Timing or expiry window
  • Required effort or steps
  • Terms and conditions
  • Trust in the brand
  • My previous experience with this company
  • Other
Q12
選択式

If you were to share an offer, which channels would you use? (Select all that apply)

  • SMS / text message
  • Messaging app (e.g., WhatsApp, iMessage)
  • Email
  • Social media post
  • Direct message on social media
  • In person
  • Copy/paste a link
  • Other
Q13
自由回答（長文）

Based on your responses in this survey, is there anything else you'd like to share about your experience with our offers or incentives?

Q14
選択式

How do you describe your gender?

  • Woman
  • Man
  • Non-binary
  • Prefer to self-describe
  • Prefer not to say
Q15
オピニオンスケール

I knew exactly what steps I needed to take to redeem the offer.

スケール: 1 – 7
最小:Strongly disagree最大:Strongly agree
Q16
ランク付け

Please rank the following factors from most to least important when deciding whether to act on an incentive.

  1. Amount or discount size
  2. Relevance to my needs
  3. Timing or expiry window
  4. Required effort or steps
  5. Terms and conditions
  6. Trust in the brand
ドラッグして順位を付ける
Q17
選択式

What, if anything, might stop you from sharing an offer like this? (Select all that apply)

  • Not confident it's valuable enough to share
  • Unsure about the terms or fine print
  • Don't want to bother others
  • Privacy or security concerns
  • It feels too promotional or spammy
  • I rarely share offers in general
  • Don't know anyone who'd be interested
  • Nothing — I'd share it
  • Other
Q18
プルダウン

In which region do you currently live?

  • Africa
  • Asia
  • Europe
  • North America
  • South America
  • Oceania
  • Middle East
  • Prefer not to say
Q19
自由回答（長文）

In your own words, what was the offer about?

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • Walks respondents through offer clarity, terms comprehension, and redemption steps with dedicated opinion-scale and open-text questions rather than a single generic satisfaction score.
  • Separates incentive fit from referral intent, using ranking and multiple-choice questions to surface which specific factors (not just 'yes/no') drive whether an offer feels worth sharing.
  • Includes an AI follow-up interview that lets respondents elaborate in their own words on friction points, going beyond static form fields to probe 'why' in real time.
  • Auto-generates a report and applies per-response quality scoring, so low-effort or contradictory answers can be flagged before they skew conclusions about referral drivers.

SurveyMonkey

Referral Form Template

A generic referral form for capturing who is referring whom and basic contact details, not a survey designed to diagnose offer clarity or incentive fit. It's fielding-ready but shallow — built for collection, not for understanding why someone would or wouldn't refer.

優れている点

  • Simple, quick-to-deploy structure for capturing referral leads
  • Familiar SurveyMonkey builder and distribution tools
  • Works as a lightweight intake form for referral programs

物足りない点

  • No questions probing offer comprehension, terms clarity, or incentive appeal
  • Static fields only — no adaptive follow-up to explore why a referral did or didn't happen
  • No per-response quality scoring or transparent AI methodology

SurveySparrow

Sales Referral Form Template for all businesses

A business-focused referral capture form aimed at sales teams collecting new lead referrals from existing customers. It covers the 'who to refer' mechanics but not the upstream question of whether the offer or incentive itself was clear and appealing enough to motivate sharing.

優れている点

  • Purpose-built for sales teams tracking referral leads
  • Conversational form format may improve completion rates
  • Positioned for general business use across industries

物足りない点

  • No measurement of offer clarity, terms comprehension, or redemption understanding
  • No ranking or scaled questions isolating which incentive attributes drive referral intent
  • No adaptive AI interview or voice option to explore hesitations behind not sharing

よくあるご質問

「Offer Clarity, Incentive Fit & Referral Intent Survey」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が19問含まれており、最初の設問は次のとおりです：「Welcome, and thank you for participating in this short survey about your experience with our promotional offers. This su…」・「When did you last notice a promotional offer or incentive from us?」・「The offer was easy to understand.」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、19問を約9分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

このテンプレートを使う無料で始める

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