Best practices in setting up a post-purchase HDYHAU survey
Best practices in setting up a “How Did You Hear About Us?” survey to collect zero-party data
Survey Setup
The main copy used and the options selected should be specific for your brand and respective marketing channels. Different platforms offer different ways to set up questions, but these are the general options we recommend.
Title: How did you first hear about us?
Introduction text: [leave blank]
Placeholder text: choose an option
Button text: submit
Standard response options:
Standard response options:
- TikTok
- Google (or other search engine)
- Youtube
- Podcast
- Blog or press
- Influencer
- Friend - family - coworker
- Other
Other channels to consider [not necessary if small spend]:
Other channels to consider [not necessary if small spend]:
- Snapchat
- Bing Search
- Google (or other search engine)
- Can be broken into two or more questions depending on the platforms you’re looking to track.
Recommended Survey/Question Settings
- Display the options in random order, if possible.
- Add a “fake” response option for a marketing channel that you aren’t currently using (e.g. TV)
- Optional: Select Only capture one response per customer.
- Optional: Enable free form “Other” option if you would like richer qualitative response data
Customer and Order Tagging
- Enable customer and order level tagging (note, for some platforms this is an upsell feature for a more premium plan)
- Label with the prefix HDYHAU- or PPS-
- This label will be easier to identify for filtering in the SourceMedium dashboard and will show as something like HDYHAU-Facebook
Where can zero party data be used in the SourceMedium dashboard?
- New Customers - customer tag required
- Last Order Analysis - customer tag required
- Orders Deep Dive - order tag required
- Post Purchase Survey Module [BETA] - ask the SourceMedium team for early access!
Additional information and related articles
Best practices in setting up a post-purchase HDYHAU survey
Best practices in setting up a “How Did You Hear About Us?” survey to collect zero-party data
Survey Setup
The main copy used and the options selected should be specific for your brand and respective marketing channels. Different platforms offer different ways to set up questions, but these are the general options we recommend.
Title: How did you first hear about us?
Introduction text: [leave blank]
Placeholder text: choose an option
Button text: submit
Standard response options:
Standard response options:
- TikTok
- Google (or other search engine)
- Youtube
- Podcast
- Blog or press
- Influencer
- Friend - family - coworker
- Other
Other channels to consider [not necessary if small spend]:
Other channels to consider [not necessary if small spend]:
- Snapchat
- Bing Search
- Google (or other search engine)
- Can be broken into two or more questions depending on the platforms you’re looking to track.
Recommended Survey/Question Settings
- Display the options in random order, if possible.
- Add a “fake” response option for a marketing channel that you aren’t currently using (e.g. TV)
- Optional: Select Only capture one response per customer.
- Optional: Enable free form “Other” option if you would like richer qualitative response data
Customer and Order Tagging
- Enable customer and order level tagging (note, for some platforms this is an upsell feature for a more premium plan)
- Label with the prefix HDYHAU- or PPS-
- This label will be easier to identify for filtering in the SourceMedium dashboard and will show as something like HDYHAU-Facebook
Where can zero party data be used in the SourceMedium dashboard?
- New Customers - customer tag required
- Last Order Analysis - customer tag required
- Orders Deep Dive - order tag required
- Post Purchase Survey Module [BETA] - ask the SourceMedium team for early access!