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Jun 25, 2025 09:35 PM
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Squarespace
referral survey
marketing strategies
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Add a referral survey at Squarespace checkout to discover how customers find your business, allowing for smarter marketing budget allocation. Set up takes 10 minutes, and responses can be analyzed to optimize marketing efforts effectively.
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Boost Sales with a Squarespace Referral Survey
Learn how to boost sales by adding a referral survey to your Squarespace checkout.
TL;DR: Add a simple checkout survey to find out how customers discover your business. Track what's working and spend your marketing budget smarter.
Why Add a Referral Survey?
You're spending money on Instagram ads, maybe some Google Ads, perhaps a podcast sponsorship. But do you actually know which ones are bringing in customers?
A referral survey at checkout solves this problem. It's a simple question that asks customers how they found you. The data you get back will show you exactly where to focus your marketing efforts and where you're wasting money.
Step-by-Step Setup
Setting this up takes about 10 minutes:
Name Your Form: Call it something simple like "How did you hear about us?"
Select Field Type: Use the 'Select' field to create a dropdown list of options.
Add Options: Include choices that match your actual marketing efforts:
- From a friend
- Google search
- Podcast ad
- Email newsletter
Save Your Form: Click save once you're happy with your options.
Viewing Your Data
Once customers start completing orders, you'll see their responses in the 'Order Summary' section of your Squarespace dashboard. This is where you'll spot patterns and see which marketing channels actually work.
Check this data monthly. If Instagram is bringing in 40% of your customers but you're only spending 10% of your budget there, you know what to do.
Get More Insight
Squarespace offers other analytics tools that work well alongside your referral survey:
Search Keywords Analytics: See which search terms bring people to your site.
Traffic Alerts Panel: Get notified when your traffic spikes or drops, so you can figure out why.
Trackable Links: Create special links for different campaigns to see exactly which ads drive sales.
Pixelhaze Tip: Update your survey options every few months. If you stop running Facebook ads, remove that option. If you start advertising on TikTok, add it to the list.
FAQs
What should I know about customising the referral survey on Squarespace?
You can change the options in your survey to match exactly where you advertise. Keep the list short (5-7 options max) so customers don't get overwhelmed.
How can I access the responses from my referral survey on Squarespace?
Go to Commerce, then Orders, and click on any individual order. You'll see the survey response in the Order Summary section.
Can I use referral survey data to track marketing campaign success on Squarespace?
Yes, this is exactly what it's for. If you see a surge in "Podcast ad" responses after running a new campaign, you know it's working.
Jargon Buster
Referral Survey: A question you add to checkout asking customers how they found your business.
Order Summary: The page in your Squarespace dashboard showing individual order details, including survey responses.
Traffic Alerts Panel: A Squarespace feature that notifies you about changes in website traffic.
Trackable Links: Special links that help you identify which marketing efforts drive visitors and sales.
Wrap Up
Setting up a referral survey isn't just about collecting data. It's about making smarter marketing decisions based on real customer behaviour. Spend 10 minutes setting this up now, and in a few months you'll have clear data showing exactly where your best customers come from.