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Referral Program Survey Template: Friction & Barriers Audit

Uncover referral blockers in awareness, incentives, and flow. Customize this template to reduce drop-off, boost referral conversions, and scale program faster.

What's Included

AI-Powered Questions

Intelligent follow-up questions based on responses

Automated Analysis

Real-time sentiment and insight detection

Smart Distribution

Target the right audience automatically

Detailed Reports

Comprehensive insights and recommendations

Sample Survey Items

Q1
Chat Message
Welcome! This short survey will help us understand how to make referrals clearer, more motivating, and easier. It should take about 5–7 minutes.
Q2
Rating
How likely are you to recommend us to someone in the next 90 days?
Scale: 10 (star)
Min: Not at all likelyMax: Extremely likely
Q3
Multiple Choice
In the past 6 months, have you tried to refer someone to us?
  • Yes, and they signed up
  • Yes, but they did not sign up
  • Not in the past 6 months, but I have referred before
  • I have never referred anyone
Q4
Numeric
Approximately how many people did you try to refer in the past 6 months?
Accepts a numeric value
Whole numbers only
Q5
Multiple Choice
Before today, were you aware of our refer‑a‑friend program?
  • Yes
  • No
  • Not sure
Q6
Multiple Choice
Where have you seen information about referring?
  • Account/dashboard in my profile
  • Checkout or order confirmation
  • Email communications (newsletter or receipt)
  • In the mobile app
  • Help center / FAQ
  • From a friend
  • Social media
  • In‑store, packaging, or receipt (if applicable)
  • I haven’t seen or don’t recall seeing anything
Q7
Rating
How clear is the referral offer at a glance?
Scale: 10 (star)
Min: Not at all clearMax: Extremely clear
Q8
Multiple Choice
Attention check: Please select “I am paying attention.”
  • I am paying attention
  • I am not paying attention
Q9
Multiple Choice
How familiar are you with the current referral reward?
  • I know exactly what it is
  • I have a general idea
  • Not sure
  • I don’t know
Q10
Rating
How appealing is the referral reward to you?
Scale: 10 (star)
Min: Not at all appealingMax: Extremely appealing
Q11
Ranking
Rank the reward types that would most motivate you to refer (top choices first).
Drag to order (top = most important)
  1. Account credit for me
  2. Discount for both me and my friend
  3. Cash payout
  4. Gift card
  5. Free month/upgrade/feature
  6. Donation to a charity
Q12
Constant Sum
Allocate 100 points across what matters most in a referral reward.
Total must equal 100
  • Reward value for me
  • Benefit for my friend
  • Ease to claim
  • Speed to receive the reward
  • Clarity/certainty of eligibility
  • Flexibility of reward type
Min per option: 0Whole numbers only
Q13
Opinion Scale
How easy would it be for you to complete a referral today?
Range: 1 – 10
Min: Very hardMid: NeutralMax: Very easy
Q14
Matrix
Which steps feel like barriers when referring with us?
RowsNot a barrierMinorModerateMajorNot applicable
Finding where to start a referral•••••
Understanding who is eligible•••••
Getting my unique link or code•••••
Explaining the offer to a friend•••••
Friend’s sign-up or purchase requirements•••••
Tracking the status of my referral•••••
Receiving the reward•••••
Q15
Multiple Choice
Where would you most expect to find the referral option?
  • Account or profile menu
  • Order confirmation page
  • Share button inside the app
  • Help/FAQ section
  • Checkout page
  • Email footer or account emails
  • SMS or push notification
  • None of these
Q16
Numeric
About how many minutes would you be willing to spend to submit a referral?
Accepts a numeric value
Whole numbers only
Q17
Multiple Choice
Do any of these concerns stop you from referring?
  • I don’t want to annoy friends
  • Not sure friends would like it
  • Privacy concerns about sharing contacts
  • Offer seems too salesy
  • Reward is not worth the effort
  • I prefer to wait before recommending
  • I generally don’t recommend products
  • None of these
Q18
Multiple Choice
What is your current relationship with us?
  • I am not yet a customer
  • New customer (under 3 months)
  • Customer (3–12 months)
  • Customer (1+ year)
  • Former customer
Q19
Multiple Choice
How often do you use our product or service?
  • Daily
  • Weekly
  • Monthly
  • Less often
  • I don’t use it currently
Q20
Multiple Choice
What is your age group?
  • Under 18
  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65+
  • Prefer not to say
Q21
Short Text
What country or region do you live in?
Max 100 chars
Q22
Long Text
What is the single biggest change that would make referring easier for you?
Max 600 chars
Q23
AI Interview
AI Interview: 2 Follow-up Questions on your referral experience
AI InterviewLength: 2Personality: Expert InterviewerMode: Fast
Q24
Chat Message
Thank you for your time—your feedback will help us improve the referral program.

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