Q01
Message
All templates
Customer Favorite Things Preference Profile
A personalization intake used by retailers, subscription boxes, personal stylists, and hospitality/concierge teams to learn what a customer genuinely loves — favorite categories, aesthetics, flavors, and current go-to brands — so recommendations and gifts land. An AI follow-up interview digs into the emotional 'why' behind their stated favorite to surface details a checkbox list can't capture.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
13 questions · ~7 min
Q02
Multiple ChoiceRequired
Which of these do you most enjoy receiving or experiencing? (Pick all that apply)
- Food & drink
- Beauty & wellness
- Fashion & accessories
- Home & décor
- Books & entertainment
- Travel & experiences
Q03
RankingRequired
Rank these styles from most 'you' to least 'you'.
- Minimalist / clean
- Bold / colorful
- Classic / timeless
- Trendy / of-the-moment
- Cozy / comfort-focused
Drag to rank
Q04
Point AllocationRequired
If we could only spend a $100 budget getting you things you'd love, how would you split it across these categories?
- Food & drink
- Beauty & wellness
- Fashion & accessories
- Home & lifestyle
- Books & media
Allocate 100 points
Q05
MatrixRequired
How do you feel about each of these?
6 rows × 3 columns
- Sweet flavors
- Savory flavors
- Bright, bold colors
- Neutral, muted colors
- Fragrance-heavy products
- +1 more
Columns: Love it · Neutral · Not for me
Q06
Opinion ScaleRequired
How much does it matter to you when a brand's recommendations feel personally tailored to your taste, versus generic?
Scale: 1 – 7
Min:Doesn't matter to meMax:Matters a great deal
Q07
Short TextRequired
What's one brand, item, or experience you're genuinely obsessed with right now?
Q08
AI Interview
Anchor on the brand, item, or experience the respondent just named as something they're obsessed with. Probe why it resonates with them specifically — what it does for them emotionally or practically, when/how they use or think about it, and what a competitor or similar option would be missing to win them over instead. If they struggle to name anything or say 'nothing really,' pivot to exploring patterns across their other answers (categories, styles, flavors) to reconstruct their taste profile instead.
Q09
Text Highlight
Highlight any words or phrases below that sound like something you'd genuinely want to hear about or receive.
This week's picks: a small-batch citrus candle, a cozy oversized knit throw, a bold statement tote in emerald green, an artisanal dark chocolate bar, and a minimalist ceramic mug set. (Template note:…
Q10
Multiple Choice
How would you prefer to hear about things picked just for you?
- Text/SMS
- App notifications
- Phone call
- Direct mail
Q11
Multiple Choice
Which age range do you fall into?
- Under 18
- 18-24
- 25-34
- 35-44
- 45-54
- 55-64
- 65+
- Prefer not to say
Q12
Multiple Choice
Which gender do you identify with?
- Woman
- Man
- Non-binary
- Prefer to self-describe
- Prefer not to say
Q13
Message
Thank you for sharing your favorite things! We'll use this to personalize what we recommend, curate, or plan for you going forward — no more generic guesswork.
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
- Opens with a short-text prompt asking for one brand, item, or experience the respondent is genuinely obsessed with, then runs an AI follow-up interview anchored on that exact answer to surface the emotional 'why' behind it — something a checklist can't do
- Uses a constant-sum budget allocation ($100 split) and a ranking exercise to force real tradeoffs between styles and categories, rather than only asking respondents to check every box that applies
- Includes a text-highlight exercise so respondents can flag specific words/phrases that resonate, giving stylists and concierge teams language they can reuse in outreach
- Combines a feeling-based matrix, an opinion-scale on how much personalization matters, and channel-preference and demographic questions so results plug straight into a segmentation-ready, auto-generated report
Jotform
Teacher Favorite Things Form TemplateThis is a static form built for teacher-appreciation gift lists, not for retail, subscription-box, or concierge customer personalization — the audience and use case differ from ours even though the 'favorite things' concept overlaps. It's a fielding-ready template you can send as-is, with Jotform's usual form-building and integration options. There's no mechanism here for probing why someone likes what they picked; it's a checklist for gift shopping.
What it does well
- Fielding-ready, no setup required
- Familiar simple checklist/short-answer format for quick completion
- Backed by Jotform's broader form and integration ecosystem
Where it falls short
- Built for teacher gifting, not customer/retail personalization — questions won't map to brand affinity or purchase behavior
- Static field list with no adaptive follow-up to explore the reasoning behind a stated favorite
- No automated quality scoring or synthesized report of responses
Typeform
My Favorite Things Questionnaire FormA general-purpose favorite-things questionnaire in Typeform's conversational one-question-at-a-time format, usable for light personalization or icebreaker purposes. It's a ready-to-send template but stays generic rather than being built specifically for retail/hospitality gifting or styling use cases. Follow-up questions, if any, are pre-scripted rather than generated from the respondent's own answer.
What it does well
- Polished, conversational UI that's fast to complete
- Fielding-ready template, easy to customize branding and question wording
- Broad applicability across casual or lightweight favorites-collection use cases
Where it falls short
- No adaptive AI interview to dig into the emotional reasoning behind a stated favorite
- No built-in per-response quality scoring or auto-generated analysis report
- No optional voice interview or guided screen-share task capability
SurveySparrow
Customer Preference Questionnaire TemplateThe closest match in intent — a fielding-ready customer preference survey aimed at businesses wanting to understand buyer likes and habits. It covers standard preference question types (multiple choice, ranking, scales) similar in structure to parts of our template. It doesn't appear to include any mechanism for adaptively interviewing a respondent about a specific favorite they name.
What it does well
- Purpose-built for business customer-preference use cases, aligning with retail/CX teams
- Fielding-ready with SurveySparrow's conversational survey format
- Likely supports standard question types (ranking, multiple choice, scales) for structured preference data
Where it falls short
- No adaptive AI follow-up interview to explore the 'why' behind a named favorite brand or item
- No transparent, inspectable AI prompts or per-response quality scoring
- No optional voice AI interview or guided screen-share task option
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.