Campaign Goals & Attribution Practices Audit
A 90-day diagnostic survey for ecommerce teams to evaluate campaign goal-setting, attribution methods, tool effectiveness, and cross-functional alignment — surfacing gaps in ROAS, CAC measurement, and reporting workflows.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
In the last 90 days, have you been directly involved in planning or executing any customer-facing campaigns?
- Yes
- No
- Not sure
Over the last 90 days, how clear have the company's campaign goals been to you?
How confident were you in attributing your most recent campaign's impact across channels?
Which tools do you personally use to measure or report campaign performance? Select all that apply.
- Google Analytics 4
- Adobe Analytics
- Facebook Ads Manager
- Google Ads
- TikTok Ads
- Email platform analytics (e.g., Klaviyo)
- CDP (Customer Data Platform)
- BI tool (e.g., Looker, Power BI)
- Mobile MMP (e.g., AppsFlyer, Adjust)
- Attribution SaaS (e.g., Northbeam, Triple Whale)
- Spreadsheets
- In-house dashboards
- Other (please specify)
In the last 90 days, how often were campaign briefs shared with all relevant stakeholders before launch?
Thinking about the last 90 days, what are the biggest gaps or pain points in measuring or attributing campaign impact?
What is your current seniority level?
- Individual contributor
- Manager
- Director
- VP or above
- Prefer not to say
Thank you for completing this survey. Your input will directly inform improvements to our campaign goals, attribution practices, and tooling in the coming quarter. Results will be shared in aggregate to protect individual confidentiality.
Which areas best describe your current role? Select all that apply.
- Marketing/Brand
- CRM/Email
- Performance/Acquisition
- Merchandising/Category
- Product/UX
- Data/Analytics
- Engineering
- Operations/Logistics
- Customer Support
- Finance
- Other (please specify)
For your most recent campaign, goals were defined with specific, measurable KPIs before launch.
Which primary attribution approach did you use most for your most recent campaign?
- Last-click
- First-click
- Position-based (U-shaped)
- Linear
- Time decay
- Data-driven model (platform-provided)
- MMM/Media mix modeling
- Incrementality testing (geo/A-B)
- Don't know
In the last 90 days, how easy has it been for you to view cross-channel touchpoints for active campaigns?
In the last 90 days, how often were campaign results reviewed collaboratively across teams?
We'd like to explore your experience with campaign measurement in more depth. An AI moderator will ask a couple of follow-up questions.
What is your primary region?
- North America
- EMEA
- APAC
- LATAM
- Other
- Prefer not to say
Do you have decision-making responsibility for campaign budgets?
- Yes
- No
- Shared responsibility
- Not sure
For your most recent campaign, all stakeholders were aligned on the primary success metric before launch.
How frequently does your team run incrementality tests or media mix modeling (MMM) for campaigns?
- Ongoing/weekly
- Monthly
- Quarterly
- Ad-hoc
- Not currently
How would you rate the overall data quality for campaign reporting in the last 90 days?
In the last 90 days, how often were learnings from past campaigns applied to new campaign planning?
Based on your responses, what single change would most improve our campaign goals, attribution, or tooling next quarter?
How long have you worked at this company?
- Less than 1 year
- 1–2 years
- 3–5 years
- 6–10 years
- More than 10 years
- Prefer not to say
How many people do you typically collaborate with on campaigns?
- 1–3
- 4–7
- 8–15
- 16–30
- 31+
- Not sure
For your most recent campaign, a post-campaign review was conducted to assess goal attainment.
Typically, how many business days do you need to get a reliable read on campaign performance?
- Less than 1 day
- 1–2 days
- 3–5 days
- 6–10 days
- 11–20 days
- More than 20 days
- Not sure
Which goal types did your most recent campaign target? Select all that apply.
- Revenue/Conversions
- New customers
- Customer acquisition cost (CAC)
- ROAS
- Average order value (AOV)
- Retention/Repeat rate
- Engagement (e.g., site visits, CTR)
- Lead capture
- App installs
- Other (please specify)
Please rank the following goal types in order of priority for your most recent campaign (most important first). Only rank those that applied.
- Revenue/Conversions
- New customers
- Customer acquisition cost (CAC)
- ROAS
- Average order value (AOV)
- Retention/Repeat rate
- Engagement (e.g., site visits, CTR)
- Lead capture
- App installs
What’s included
AI follow-ups
Adaptive probes on open-ended answers that pull out detail a static form would miss.
Attention checks
Built-in safeguards against rushed answers and low-quality respondents.
AI-drafted copy
Wording, ordering, and branching written by the AI — tuned to your research goal.
Auto report
Themes, quotes, and a plain-English summary write themselves once responses come in.
How it compares
We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.
Why this template
- AI interviews adapt to each respondent's marketing stack and budget context, probing channel-specific recall and attribution nuances that static forms cannot capture
- Privacy-First Marketing Readiness Audit is a unique template no competitor offers—preparing teams for cookieless measurement and data clean room adoption
- Fully transparent AI methodology means marketing researchers can validate and replicate findings across teams and organizations
Jotform
Digital Marketing SurveyA basic digital marketing survey template for understanding customer digital preferences. Oriented toward collecting broad digital behavior data rather than measuring specific channel effectiveness or attribution.
What it does well
- Free with no-code drag-and-drop customization
- Conditional logic for basic response-based branching
- Integration with Google Sheets, Salesforce, and 100+ apps
Where it falls short
- No AI-powered follow-ups to probe why certain channels resonate
- Template is too generic—doesn't address channel attribution, recall, or ROI measurement
- No privacy-first marketing measurement or cookieless readiness assessment
- No academic methodology or reproducibility features
Typeform
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What it does well
- Beautiful one-question-per-page design optimized for mobile
- Strong customization with images, icons, video, and brand colors
- 300+ integrations including Slack, Zapier, and HubSpot
Where it falls short
- No AI follow-ups—conversational design is visual only, not adaptive
- Narrowly focused on social media habits rather than cross-channel marketing effectiveness
- No measurement of message recall, attribution, or channel ROI
- No privacy-first marketing or data clean room readiness assessment
SurveyMonkey
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What it does well
- Expert-certified by SurveyMonkey survey methodologists
- Focused on claim uniqueness, believability, and resonance
- Part of a broader marketing template ecosystem for combined insights
Where it falls short
- No AI-powered probing to explore why specific messaging claims resonate or fail
- Template scope is limited to claims/messaging—doesn't address channel attribution or effectiveness
- No privacy-first marketing measurement capabilities
- Static question flow with no adaptive intelligence
Qualtrics
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What it does well
- Ph.D.-designed survey methodology for rigorous comparison testing
- Auto-generated professional reports at the click of a button
- Expert-designed survey flow for high-quality data
Where it falls short
- No AI conversational follow-ups during the testing experience
- Focused on A/B concept comparison, not multi-channel marketing effectiveness
- Enterprise pricing excludes academic and startup budgets
- No privacy-first marketing readiness or data clean room assessment capabilities
SurveySparrow
Product Market Research Survey TemplateA broad market research template with extensive sharing options and offline data collection. Good for general market understanding but lacks specificity for channel effectiveness or modern privacy-first marketing measurement.
What it does well
- Multi-channel distribution including SMS, QR code, social media, and offline app
- SPSS export and Google Sheets integration for data analysis
- White-label branding with custom CSS editor for advanced customization
Where it falls short
- No AI-powered adaptive follow-up questions
- Template is generic market research—not tailored to channel effectiveness measurement
- No privacy measurement, data clean room, or cookieless marketing readiness features
- No academic reproducibility or methodological transparency
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.