How to Add a Referral Survey to Your Squarespace Checkout
TL;DR:
- Add a custom "How did you hear about us?" form to your Squarespace checkout
- Use the Select field to offer options like "From a friend," "Instagram," or "Podcast Ad"
- Track which marketing channels actually drive sales through direct customer feedback
- Update your form options as your marketing efforts change
Knowing how customers find your business helps you spend your marketing budget more wisely. Here's how to add a simple referral survey to your Squarespace checkout that actually gets filled out.
Setting Up Your Checkout Survey
Create the Form
Navigate to your checkout settings in Squarespace and create a new custom checkout form. Name it "How did you hear about us?" – this question is direct and customers understand what you're asking.
Choose Your Response Options
Select the 'Select' field type and add options that match your current marketing channels:
- From a friend
- Google search
- Podcast ad
- Email newsletter
- Blog post
Keep your list focused on channels you're actually using. Too many options make the form feel overwhelming, and customers might skip it entirely.
Make It Live
Review your options one more time, then save the form. It will now appear during checkout for every customer.
Getting Useful Data From Your Survey
Check Your Results Regularly
Look at the responses through your Squarespace dashboard at least once a month. You'll start seeing patterns in how people discover your business.
Update Your Options
As you start new marketing campaigns or stop others, update your form options. If you launch a TikTok account, add that option. If you stop running Facebook ads, remove that choice.
Combine With Other Analytics
Your referral survey works best alongside Squarespace's built-in analytics. Check your traffic sources and search keywords to get the full picture of how customers find you.
Other Ways to Track Marketing Success
While your checkout survey shows you what customers remember, you can track marketing success in other ways too:
Search Keywords Analytics show which terms bring traffic to your site. This helps when customers select "Google search" on your survey.
Traffic Alerts in your dashboard highlight sudden spikes or drops in visitors. These often coincide with successful campaigns or broken links.
Trackable Links let you measure specific campaign performance. Create unique links for different social media posts or email campaigns.
FAQs
Can I make the survey required for checkout?
Yes, but think carefully about this. Required surveys can increase cart abandonment. Most customers will fill out a short, optional survey if it's genuinely helpful.
How often should I check the survey results?
Monthly checks work for most businesses. If you're running active campaigns, check weekly to spot trends early.
What if most people select "Other" or skip the question?
Your options might be too narrow or don't match how customers actually found you. Review your marketing channels and update the list.
Can I see individual customer responses?
Yes, you can view individual responses in your order details. This helps when you want to follow up with customers who came from referrals.
Jargon Buster
Select Field – A dropdown menu where users pick one option from your list
Trackable Links – Special URLs that show you exactly how many people clicked from specific campaigns
Traffic Alerts – Notifications about unusual changes in your website visitor numbers
Referral Survey – A form asking customers how they found your business
Wrap-up
A checkout referral survey gives you direct feedback about your marketing efforts. Unlike website analytics that track visits, this shows you which channels actually lead to sales.
The key is keeping it simple and updating your options regularly. Start with the basic setup, then refine your questions based on what you learn from customer responses.
Ready to improve your marketing tracking? Join Pixelhaze Academy for more detailed Squarespace tutorials and marketing strategies.