Adding a referral survey to checkout

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Adding a referral survey to checkout

Last updated April 01, 2026 15:05

Ask customers how they heard about your business.

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.

Watch a video

  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:

Edit custom checkout form display. 5. Click Save when you're finished.

This is how the form displays at checkout:

Customer view of the form 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