Q01
Message
All templatesSample Templates
Referral Program Friction & Barriers Audit
Diagnoses referral drop-off by measuring awareness, incentive appeal, and process friction among current and former customers to identify the highest-impact improvements for program conversion.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
23 questions · ~10 min
Q02
Opinion Scale
How likely are you to recommend us to a friend or colleague in the next 90 days?
Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q03
Multiple Choice
Before today, were you aware that we have a refer-a-friend program?
- Yes
- No
- I may have heard of it but I'm not sure
Q04
Multiple Choice
How familiar are you with the current referral reward?
- I know exactly what it is
- I have a general idea
- Not sure
- I don't know at all
Q05
Opinion Scale
How easy or difficult would it be for you to complete a referral right now?
Scale: 1 – 7
Min:Very difficultMax:Very easy
Q06
Long Text
What is the single biggest change that would make referring easier for you?
Q07
Multiple Choice
Which of the following best describes your current relationship with us?
- I am not yet a customer
- New customer (under 3 months)
- Customer (3–12 months)
- Customer (1+ year)
- Former customer
Q08
Message
Thank you for your time — your feedback will directly help us improve the referral program!
Q09
Multiple Choice
In the past 6 months, have you tried to refer someone to us?
- Yes, and they signed up
- Yes, but they did not sign up
- Not in the past 6 months, but I have referred before
- I have never referred anyone
Q10
Multiple Choice
Where have you seen or heard about our referral program? (Select all that apply)
- Account/dashboard in my profile
- Checkout or order confirmation
- Email communications (newsletter or receipt)
- In the mobile app
- Help center / FAQ
- From a friend
- Social media
- In-store, packaging, or receipt (if applicable)
- I haven't seen or don't recall seeing anything
Q11
Opinion Scale
How appealing is the current referral reward to you?
Scale: 1 – 7
Min:Not at all appealingMax:Extremely appealing
Q12
Multiple Choice
Which of the following steps, if any, feel like barriers when trying to refer someone? (Select all that apply)
- Finding the referral option
- Understanding the reward or terms
- Entering my friend's contact information
- Choosing how to share (email, link, text, etc.)
- Tracking whether my friend signed up
- Receiving or redeeming my reward
- Too many steps overall
- None of these feel like barriers
Q13
AI Interview
Based on your responses in this survey, please share any additional thoughts or feelings about your referral experience.
Q14
Multiple Choice
How often do you use our product or service?
- Daily
- Weekly
- Monthly
- Less often
- I don't use it currently
Q15
Dropdown
Approximately how many people did you try to refer in the past 6 months?
- 1
- 2
- 3–5
- 6–10
- More than 10
Q16
Opinion Scale
How clear is the referral offer when you first see it?
Scale: 1 – 7
Min:Not at all clearMax:Extremely clear
Q17
Ranking
Please rank the following reward types from most to least motivating for you to refer someone.
- Account credit for me
- Discount for both me and my friend
- Cash payout
- Gift card
- Free month/upgrade/feature
- Donation to a charity
Drag to rank
Q18
Multiple Choice
Where would you most expect to find the option to refer a friend?
- Account or profile menu
- Order confirmation page
- Share button inside the app
- Help/FAQ section
- Checkout page
- Email footer or account emails
- SMS or push notification
- None of these
Q19
Multiple Choice
What is your age group?
- Under 18
- 18–24
- 25–34
- 35–44
- 45–54
- 55–64
- 65+
- Prefer not to say
Q20
Multiple Choice
When thinking about a referral reward, which of the following matters most to you?
- The reward value for me
- The benefit my friend receives
- How easy it is to claim
- How quickly I receive it
- Clarity about whether I'm eligible
- Flexibility in choosing the reward type
Q21
Dropdown
How many minutes would you be willing to spend completing a referral?
- Less than 1 minute
- 1–2 minutes
- 3–5 minutes
- More than 5 minutes
Q22
Dropdown
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
Q23
Multiple Choice
Do any of the following concerns discourage you from referring? (Select all that apply)
- I don't want to annoy friends
- Not sure friends would like our product/service
- Privacy concerns about sharing contacts
- The offer seems too salesy
- The reward is not worth the effort
- I prefer to wait before recommending
- I generally don't recommend products
- None of these
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.
Frequently asked questions
What questions are in the “Referral Program Friction & Barriers Audit” template?
The template includes 23 ready-to-use questions, starting with: “Welcome, and thank you for taking part in this survey! We'd like to understand your experience with referrals so we can…” · “How likely are you to recommend us to a friend or colleague in the next 90 days?” · “Before today, were you aware that we have a refer-a-friend program?”. The full set is previewed above, and every question is editable.
How long does this survey take to complete?
Respondents typically finish the 23 questions in about 10 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.
Related templates
More studies on similar topics.
Sample Templates
Open Banking Consent, Control & Trust Survey
Measures customer understanding, consent preferences, control expectations, and institutional trust around open banking data sharing. Designed for banks, fintechs, and UX researchers studying data-sharing experiences.
View templateSample Templates
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.
View templateSample Templates
Customer Referral Behavior & Program Effectiveness Survey
Measures how likely customers are to refer your business, what actually motivates them to do it, and where your referral program or incentives fall short — with an AI follow-up that digs into the real reasons behind a customer's referral score instead of taking the number at face value. Built for sales, customer success, and growth teams running or designing referral programs.
View templateSample Templates
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.
View templateSample Templates
Patient Referral Experience & Handoff Survey
Tracks how smoothly patients move from being referred to actually being seen by a specialist — scheduling ease, clarity of instructions, and communication between providers — with an AI follow-up that pinpoints exactly where the handoff broke down or worked well. Built for practice managers and care coordination teams.
View templateSample Templates
Checkout Friction & Cart Abandonment Diagnostic
Diagnoses specific checkout drop-off points across payment processing, address entry, and form validation to identify the highest-impact fixes for reducing cart abandonment.
View template