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Adding a referral survey to checkout

Add a custom checkout form to learn how customers hear about your business. This information displays in the order summary, and can help you understand which marketing channels are most effective.

  1. Create a custom checkout form.
  2. Name the form How did you hear about us?
  3. Use the Select field.
  4. Depending on how you advertise, add options like From a friend, Instagram, or Podcast Ad. Use this template as a guide:


  1. Click Save when you're finished.

This is how the form displays at checkout:


Next steps

There are other ways to learn about how customers find you, and track the success of different marketing campaigns.

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Adding a referral survey to checkout