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.
샘플 질문
템플릿에 포함된 내용을 미리 확인해 보세요. 모든 질문은 설문 공개 전에 자유롭게 수정할 수 있습니다.
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
The offer was easy to understand.
How appealing was the incentive to you personally?
How likely would you be to recommend or share this kind of offer with a friend or colleague?
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.
What is your age group?
- Under 18
- 18–24
- 25–34
- 35–44
- 45–54
- 55–64
- 65+
- Prefer not to say
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.
Where did you see that offer? (Select all that apply)
- In-app message
- Website banner
- Social media
- Friend or word of mouth
- In-store or on-premise
- SMS / text message
- Other
The terms and conditions of the offer were clear.
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
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)
- Social media post
- Direct message on social media
- In person
- Copy/paste a link
- Other
Based on your responses in this survey, is there anything else you'd like to share about your experience with our offers or incentives?
How do you describe your gender?
- Woman
- Man
- Non-binary
- Prefer to self-describe
- Prefer not to say
I knew exactly what steps I needed to take to redeem the offer.
Please rank the following factors from most to least important when deciding whether to act on an incentive.
- Amount or discount size
- Relevance to my needs
- Timing or expiry window
- Required effort or steps
- Terms and conditions
- Trust in the brand
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
In which region do you currently live?
- Africa
- Asia
- Europe
- North America
- South America
- Oceania
- Middle East
- Prefer not to say
In your own words, what was the offer about?
포함된 기능
AI 후속 질문
정형화된 설문이 놓치는 세부 내용을, 주관식 답변에 맞춰 AI가 심층 질문으로 끌어냅니다.
주의력 확인 장치
성의 없는 답변과 저품질 응답자를 걸러내는 내장 안전장치입니다.
AI가 작성한 문안
문구, 질문 순서, 분기 로직까지 AI가 연구 목표에 맞춰 작성합니다.
자동 리포트
응답이 모이면 주요 주제, 인용문, 이해하기 쉬운 요약이 자동으로 작성됩니다.
다른 서비스와 비교
다른 설문 도구의 가장 유사한 템플릿을 검토했습니다. 그 도구들이 잘하는 점과, 이 템플릿이 한발 더 나아가는 지점을 정리했습니다.
이 템플릿을 선택하는 이유
- 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 TemplateA 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.
잘하는 점
- Simple, quick-to-deploy structure for capturing referral leads
- Familiar SurveyMonkey builder and distribution tools
- Works as a lightweight intake form for referral programs
아쉬운 점
- 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 businessesA 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.
잘하는 점
- Purpose-built for sales teams tracking referral leads
- Conversational form format may improve completion rates
- Positioned for general business use across industries
아쉬운 점
- 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
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