Post-Purchase Survey Builder

{
  "version": 1,
  "questions": [
    {
      "id": "attribution-source",
      "goal": "attribution",
      "text": "Where did you first hear about us?",
      "type": "single",
      "options": [
        "Google search",
        "Friend or colleague",
        "Instagram",
        "TikTok",
        "YouTube",
        "Podcast",
        "Newsletter",
        "Other"
      ]
    },
    {
      "id": "nps",
      "goal": "satisfaction",
      "text": "How likely are you to recommend us to a friend? (0–10)",
      "type": "rating"
    },
    {
      "id": "jtbd",
      "goal": "trigger",
      "text": "Finish this sentence: \"I bought this so I could ___\"",
      "type": "text"
    }
  ]
}

What this does

Pick 3-5 questions from the library and the builder exports a JSON config (for Yokaify, Klaviyo, or your own setup) or a copy-paste HTML form.

Keep it short. The best surveys are 3-5 questions, shown on the order-confirmation page within 30 seconds of payment, anchored on one attribution question and one satisfaction question.

Pick questions by goal

The library is sorted by goal. Choose what you want to learn first, then pick the question.

• Attribution, "where did this customer come from?" The highest-value question for most stores. "Where did you first hear about us?" captures word-of-mouth and dark social that GA4 misses.
• Satisfaction, "how do they feel?" NPS predicts long-run retention; CSAT catches unhappy customers in time to recover them.
• Purchase trigger, "why now?" Jobs-to-be-done. "I bought this so I could ___" surfaces honest, useful answers.
• ICP, "is this my customer?" Role and company size for SaaS, or use case for DTC. This is what lets you slice the rest of the data by cohort.
• Retention risk, "will they stay?" Ask how often they expect to use it, and what would make them stop.
• Product, "what next?" The feature-request question. Use it sparingly, on a sample of orders rather than every order.

Where to run it

Listed by typical response rate:

• Order-confirmation page (highest). 30-40% on physical-product DTC, 25-35% on SaaS. Embed the HTML form and keep it under 30 seconds.
• Yokaify chat (medium). 22-30%. The mascot asks one question after checkout; the rest opens in chat if the customer engages.
• Email follow-up (lowest). 8-15%, sent 24-72 hours after delivery. Best for product satisfaction, since the customer has actually used the item.

Reading the data

• By cohort. Group responses by week of purchase. Sudden shifts in attribution or NPS usually mean a change in your acquisition mix or your product.
• By outcome. Join responses to long-run LTV. If "daily use" answers do not show a clean LTV split within 90 days, the question needs rewriting.