Adding a referral survey to checkout

Ask customers how they heard about your business.

Last updated February 23, 2023

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:

ReferralSurvey_1.png

ReferralSurvey_1.png
  1. Click Save when you're finished.

This is how the form displays at checkout:

Checkout_ReferralSurvey.png

Checkout_ReferralSurvey.png

Next steps

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

In this guide

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  • Get help from our community

  • Get help from our community on advanced customizations.

  • Hire a Squarespace Expert

  • Stand out online with the help of an experienced designer or developer.

Adding a referral survey to checkout