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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.
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Offer Clarity, Incentive Fit & Referral Intent Survey
Welcome, and thank you for participating in this short survey about your experience with our promotional offers. This survey takes approximately 9 minutes to complete. There are no right or wrong answers — we're simply interested in your honest opinions. Your responses are completely confidential and will be reported only in aggregate. Participation is voluntary, and you may stop at any time. Please click 'Next' to begin.
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Sample questions
A preview of what’s in the template. Every question is editable before you launch.
17 questions · ~9 min
Q01
Dropdown
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
Q02
Multiple Choice
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
Q03
Opinion Scale
The offer was easy to understand.
Scale: 1 – 7
Min:Strongly disagreeMax:Strongly agree
Q04
Opinion Scale
The terms and conditions of the offer were clear.
Scale: 1 – 7
Min:Strongly disagreeMax:Strongly agree
Q05
Opinion Scale
I knew exactly what steps I needed to take to redeem the offer.
Scale: 1 – 7
Min:Strongly disagreeMax:Strongly agree
Q06
Long Text
In your own words, what was the offer about?
Q07
Opinion Scale
How appealing was the incentive to you personally?
Scale: 1 – 7
Min:Not at all appealingMax:Extremely appealing
Q08
Multiple Choice
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
Q09
Ranking
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
Drag to rank
Q10
Opinion Scale
How likely would you be to recommend or share this kind of offer with a friend or colleague?
Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q11
Multiple Choice
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
Q12
Multiple Choice
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
Q13
AI Interview
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.
Q14
Long Text
Based on your responses in this survey, is there anything else you'd like to share about your experience with our offers or incentives?
Q15
Dropdown
What is your age group?
- Under 18
- 18–24
- 25–34
- 35–44
- 45–54
- 55–64
- 65+
- Prefer not to say
Q16
Multiple Choice
How do you describe your gender?
- Woman
- Man
- Non-binary
- Prefer to self-describe
- Prefer not to say
Q17
Dropdown
In which region do you currently live?
- Africa
- Asia
- Europe
- North America
- South America
- Oceania
- Middle East
- Prefer not to say
Message
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.
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
- 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.
What it does well
- Simple, quick-to-deploy structure for capturing referral leads
- Familiar SurveyMonkey builder and distribution tools
- Works as a lightweight intake form for referral programs
Where it falls short
- 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.
What it does well
- Purpose-built for sales teams tracking referral leads
- Conversational form format may improve completion rates
- Positioned for general business use across industries
Where it falls short
- 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
Frequently asked questions
What questions are in the “Offer Clarity, Incentive Fit & Referral Intent Survey” template?
The template includes 17 ready-to-use questions, starting with: “When did you last notice a promotional offer or incentive from us?” · “Where did you see that offer? (Select all that apply)” · “The offer was easy to understand.”. The full set is previewed above, and every question is editable.
How long does this survey take to complete?
Respondents typically finish the 17 questions in about 9 minutes.
Can I customize this template?
Yes — every question, answer option, and the ordering is editable before you launch. You can add or remove questions, or ask the AI editor to rework the survey around your research goal.
Is this template free to use?
Yes. Open it in the editor and start customizing right away — no account required to try it, and the free plan covers launching your survey.
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.
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