Referral Program Barriers & Incentive Preferences Survey
A 5-minute diagnostic survey for existing customers to identify referral program awareness gaps, incentive misalignment, process friction, and trust barriers—providing actionable data to optimize referral conversion.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
Have you ever participated in a referral program, either with us or with another company?
- Yes, with this company
- Yes, with another company
- Yes, both with this company and others
- No
- Not sure
- Prefer not to say
Before today, had you heard about our referral program?
- Yes
- No
- Not sure
I understand how the referral program works (steps, rules, and rewards).
How appealing are the current referral rewards to you?
How easy or difficult is it to find your personal referral link or code?
We'd like to understand more about what holds you back from referring. Our AI moderator will ask you a couple of follow-up questions about your referral barriers.
Which improvements would most increase the number of people you refer? Please rank your top 3.
- Bigger rewards
- Faster payout
- Clearer terms and restrictions
- Easier link copying and sharing
- Better status tracking and updates
- Prompts at the right moment
- Stronger incentive for my friend
Based on your responses in this survey, is there anything else you'd like to share about your referral experience or our rewards?
How long have you been a customer?
- Less than 3 months
- 3–11 months
- 1–2 years
- 3+ years
- Not yet a customer
- Prefer not to say
Thank you for your time! Your feedback will directly help us improve the referral experience for you and your friends. We truly appreciate your honesty.
In the last 6 months, how likely were you to recommend our product/service to someone you know?
Where did you first learn about our referral program?
- In-app banner or notification
- Post-purchase email
- Checkout page or order confirmation
- Account or rewards page
- Packaging insert or flyer
- Social media post or ad
- Customer support mentioned it
- Word of mouth from another customer
- Other (please specify)
I trust that my referrals will be tracked correctly and credited to me.
Which type of reward would most motivate you to refer someone?
- Cash payout
- Percentage discount
- Fixed-amount discount
- Account credit or bill credit
- Gift card
- Feature upgrade or perk
- Donation to a charity of my choice
- Prize draw or sweepstakes entry
- None of these
How easy or difficult is it to share your referral link with a friend?
How likely are you to refer someone to us in the next 30 days?
How often do you purchase from us?
- Monthly or more
- Every few months
- Once or twice a year
- Less often
- Not yet
- Prefer not to say
How many people have you referred to us in the last 6 months?
- 0
- 1
- 2
- 3
- 4
- 5
- 6–10
- More than 10
Where would you most expect to see information about a referral program?
- In-app banner or notification
- Post-purchase email
- Checkout page or order confirmation
- Account or rewards page
- Packaging insert or flyer
- Social media post or ad
- Customer support interaction
- Other (please specify)
I feel comfortable recommending our product/service to people I know.
Please rank the following referral reward features from most to least important to you.
- Higher reward amount
- Faster payout
- Clearer terms and conditions
- My friend also receives a benefit
- Fewer steps to redeem the reward
- Choice of reward type
How easy or difficult is it to track whether your referral was successful?
What message or offer would motivate you to refer one friend this month?
What is your age group?
- Under 18
- 18–24
- 25–34
- 35–44
- 45–54
- 55–64
- 65+
- Prefer not to say
I believe the person I refer would genuinely benefit from our product/service.
What, if anything, discourages you about our referral rewards? Select all that apply.
- Reward amount feels too small
- Reward details are unclear
- Not confident my friend would benefit enough
- Too many steps to redeem
- Payout takes too long
- Eligibility or exclusions are too restrictive
- I prefer to refer without expecting rewards
- I rarely refer products or services to others
- Nothing discourages me
How easy or difficult is it to receive and redeem your referral reward?
What country or region do you live in?
- United States
- Canada
- United Kingdom
- Australia
- Germany
- France
- India
- Brazil
- Mexico
- Japan
- Other (please specify)
- Prefer not to say
Was there any step in the referral process that felt confusing or broken? If so, please describe briefly.
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.
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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