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Customer Offer Clarity, Incentives & Sharing Survey Template

Measure offer clarity, incentive fit, and shareability. Use this template to find friction, lift referrals, and increase conversions. Takes ~5 minutes.

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
Dropdown
When did you last notice an 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
Q2
Multiple Choice
Where did you see that offer?
  • Email
  • In-app message
  • Website banner
  • Social media
  • Friend or word of mouth
  • In-store or on-premise
  • SMS/text
  • Other
Q3
Matrix
Thinking about that offer, how much do you agree with the following?
RowsStrongly disagreeDisagreeNeither agree nor disagreeAgreeStrongly agree
The message was easy to understand.•••••
The main benefit was clear.•••••
The steps to redeem were clear.•••••
Any limits or exclusions were easy to find.•••••
I could find more details quickly if needed.•••••
Q4
Long Text
In your own words, what was the offer about?
Max 600 chars
Q5
Rating
How appealing was the incentive to you personally?
Scale: 10 (star)
Min: Not appealingMax: Very appealing
Q6
Multiple Choice
What most influenced whether the incentive felt like a good fit?
  • 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
  • Other
Q7
Constant Sum
Allocate exactly 100 points across the factors below to show what matters most when deciding to act on an incentive.
Total must equal 100
Min per option: 0Whole numbers only
Q8
Opinion Scale
How likely are you to share this kind of offer with someone you know?
Range: 1 – 10
Min: Not likelyMid: MaybeMax: Very likely
Q9
Multiple Choice
If you were to share it, which channels would you use?
  • SMS/text
  • Messaging app (e.g., WhatsApp)
  • Email
  • Social media post
  • Direct message on social
  • In person
  • Copy/paste link
  • Other
Q10
Multiple Choice
What might stop you from sharing an offer like this?
  • Not confident it’s valuable
  • Unsure about terms or fine print
  • Don’t want to bother others
  • Privacy or security concerns
  • Feels spammy
  • I rarely share offers
  • Don’t know anyone interested
  • Other
Q11
Multiple Choice
Attention check: To confirm you’re paying attention, please select “I agree” below.
  • I agree
  • I disagree
  • Not sure
Q12
Dropdown
What is your age group?
  • Under 18
  • 18-24
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65+
  • Prefer not to say
Q13
Multiple Choice
How do you describe your gender?
  • Woman
  • Man
  • Non-binary
  • Prefer to self-describe
  • Prefer not to say
Q14
Dropdown
Where do you live?
  • Africa
  • Asia
  • Europe
  • North America
  • South America
  • Oceania
  • Middle East
  • Prefer not to say
Q15
Dropdown
What is the highest level of education you have completed?
  • No formal education
  • High school or equivalent
  • Some college or associate degree
  • Bachelor’s degree
  • Master’s degree
  • Doctorate or professional degree
  • Other
  • Prefer not to say
Q16
Multiple Choice
What is your current employment status?
  • Employed full-time
  • Employed part-time
  • Self-employed
  • Student
  • Homemaker or caregiver
  • Unemployed, seeking work
  • Unemployed, not seeking work
  • Retired
  • Prefer not to say
Q17
Long Text
Any other comments or suggestions about our offers?
Max 600 chars
Q18
AI Interview
AI Interview: 2 Follow-up Questions on your recent offer experience
AI InterviewLength: 2Personality: Expert InterviewerMode: Fast
Q19
Chat Message
Thank you for your time—your feedback helps us improve.

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