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Why you should use Post-Purchase-Surveys (PPS)

Why you should use PPS, how you can integrate them and how they work

Valentine Strunz-Happe avatar
Written by Valentine Strunz-Happe
Updated over 3 weeks ago

This video explains how PPS work, why you should use them and how you can integrate them into your Klar attribution.

We also hosted a community workshop together with Jeremiah, the CEO of KnoCommerce (PPS tool) on how to maximize your customer insights through asking the right questions in Post-Purchase-Surveys. You'll find a part out of it below and the link to the full recording (from March 2024).

What are Post Purchase Surveys (PPS)?

  • Asking your customers on the checkout page "How did you hear about us?"

  • Individual answers might not be 100% reliable, but the trend is very accurate

Klar customers get API access feature with KnoCommerce even when using the free plan

Why should you use PPS?

  1. Shows the media spend that doesn't generate a click

  2. Only way to get an understanding of how much of your new customer acquisition is being driven by word of mouth. Not every order should be allocated in push channels.

  3. Tells you what the perceived most important touchpoint for the customer was

PPS Best Practices

  • Ask first time customers "How did you hear about us" to power attribution

  • Have a 1-to-1 relationship from PPS answers to channels

  • Ask follow-up questions to clarify if necessary

    • How did you hear about us: Instagram

    • Where on Instagram: in an ad / from an influencer

  • Include word of mouth as an answer option

  • Ask repeat customers: Why did you buy from us again?

Update: 👇 The best questions to ask your customers

These questions are framed quite generically. Feel free to adjust the wording to better suit your brand, product and customers.

🚀 Attribution

How did you first hear about us?

Why should you ask this question:

This is a great question to leverage for your marketing attribution.

No matter how good your tracking is, there will always be parts of the user journey that cannot be tied together or tracked.

Asking this question gives you some additional insights into what you might have missed and can integrate that into your attribution.

💡 At Klar, we combine data from this post-purchase survey question with the user journey of our first-pary tracking script to give you the most complete picture

Now one thing that people are often concerned about here is that people will just randomly click on answers.

And while it’s true that this could be the case, I can put you at a little but of ease here:

  1. We have tested this with some of our customers that have very short user-journey (1-2 touchpoints to purchase) and in 85-95% of cases we had a touchpoint from the channel they selected in their answer option in our tracked user journey.

  2. It is less important if an individual answer is correct but more so if the overall percentage of customers that give an answer is correct. So there is room for error.

What is important when asking this question:

There are quite a few gotcha’s that have to be considered when setting up this question.

Here is what you need to pay attention to 👇

Asking the right question

This is on is still mostly straightforward.

Make sure that you are asking the customer where they first heard about you.

Where demand is generated is critical for scaling.

So you want to identify what the star of the user journey was.

Giving the right answer option

Each answer option needs to have a 1-to-1 relationship to a channel that is generating demand/get assigned budget. That can be a marketing channel like Influencer.

But can also be anything that could be generating demand like word-of-mouth.

What you want to avoid as much as possible however, is that there is uncertainty as to what channel an answers maps onto.

So if you are running ads on Meta and are working with lots of Influencer, the answer option “Instagram” could mean two different channels.

So what to do in this situation?

Ask follow-up questions where necessary

Post purchase survey tools give you the option to ask follow up questions.

So building on the example before, if the customer said “Instagram” you can ask him:

Where exactly on Instagram

With the answer options being “From an ad” or “From a person I follow”.

💡 Via Klar’s flexible channel builder, we can also assign answers to a specific marketing channel based on the answer given to a follow up question.

How many answer options should I have?

I recommend to have 6-8 answers options, if possible but for sure not more than 12 at the maximum.

The more options you have, the less accurate individual answers are (we tested this).

Ideally you should order the options at random to remove an bias but if you are really strong in 1-2 channels, you can think about fixing these to the top (to make it as easy as possible to answer) and only randomize the order of the remaining channels.

Why do you recommend targeting just new customers with this?

While there is certainly nothing wrong with targeting all customers with the question, I think there are much more valuable questions you can ask your existing customer. Like those mentioned in the rest of this database,

What should my answer option be for Native Ads?

Native ads can be a tricky one because they often it’s less obvious that they are ads since most brands send them to advertorial sites and it’s though to put that in answer.

What we usually find however, is that the majority of impression from Native ads, are from a few select sites.

So a good answer option could be:

“News Sites (e.g. Site Name 1, Site Name 2, Site Name 3)

What if the way my marketing is structured makes using this impossible?

Some brands run really unconventional channel set ups based on how their business operates.

Eg. we have one customer that has broken up Google Ads into 15 different channels based on awareness stage und funnel approach.

Now obviously the customer doesn’t care about how you are structured and won’t be able to articulate this.

You can still differentiate between major channels, but not on the level you would need for budgeting decisions.

In this case, using PPS for attribution is of limited use but we at Klar adjust our model to still give you the best possible attribution.

How long did you know about us before buying?

Why should you ask this question:

Gives you a better understanding of the duration of the customer journey.

This, combined with the user journey data from Klar can be used in order to model out the expected marketing efficiency metrics as you scale marketing budget as not 100% of the increase can be expected to generate a return immediately.

Plus, often buying journey are much longer then people expect, which in turn should inform your creative strategy as you need to supply customers with educational informations that answers their questions while they are considering a purchase.

Depending on your product, the answer options here could be:

  • Today

  • A few days ago

  • 1-2 weeks ago

  • Around a month ago

  • A few months ago

  • More than 6 months ago

If the customer selects one of the last 2 (maybe even 3) questions, a great follow up questions with a free text input would be “What was the reason you finally decided to buy from us?”.

What was the last channel/message you saw before buying?

This can be an interested question to ask, should your attribution show a large share of new customer conversions being driven by direkt and branded search.

That way, you could get a better idea as to what customers saw before they finally converted.

🧳 Purchase Journey

What elements did you consider when deciding to purchase?

This is a great question to inform your benefit/feature hierarchy.

Are there specific features that are more important relative to the other.

If so, you should put these front in your communicaiton and in the way that you organise your content.

Have you purchased other products from this category in the past?

This helps you to understand if your customers are already accustomed to the type of product you are selling or if you are the on that is introducing them to the category.

This in turn defines the level of education that is necessary.

At the same time, it also informs your acquisition strategy.

If you realize that most of your customers are switching over from competitors, it shows that you haven’t found a great way to acquire cold audiences that are not yet familiar with the category. This could become a problem mid-term as the pool of customers that could switch is limited.

How satisfied were you with the purchasing experience

This one is mostly useful for website optimization and CRO.

What you want to find out here really is if the customers were able to find the information they were looking for when they were looking for them.

Feedback here can inform additional content that might be necessary or how you could reorganize existing content.

What nearly stopped you from buying today?

Will give you an idea of what questions the customer had you didn’t do a great job in answering.

This you can then start to incorporate more prominently in your website and/or ad creatives.

Was there any part of our store that was difficult to use?

Great input for your design and tech team that hightlights usability and messaging issues that should be addressed.

Did you own a product from brand name before?

This one can be interesting for brands selling on marketplaces, retail and/or that are frequently being gifted.

In that case you cannot rely on the new customer definition in your shop system which in this case would lead you to treat these customers as if they were new customers vs trying to build loyalty.

What other brands did you look at?

Your brand/product does not exists in isolation.

Ad algorithms are great at realizing consumers that are in-market for a specific product category and will automatically start to show ads from your competitors.

Thus, you should study their communication. Identify what they’re strengths and weaknesses are and how/where you are different.

Exploit your strengths in your communication and amplify the weaknesses of competitors to make yourself stand out vs your competitors.

💡In case you are also also competing with other product categories that are aiming to solve to the same problem, you could also rephrase this question to better encapsulate this competitive landscape

Why did you choose us instead of a competitor?

Your brand does not exists in a silo but in a competitive marketplace.

As soon as a user clicks on your ads, you can be sure that the ad platforms start serving him ads of your competitors as well.

Therefore, you are always competing and it is crucial to understand where you are better in the eyes of the customers.

That way you can double down on this aspect.

Why did you also consider buying from competitor brand?

Your brand does not exists in a silo but in a competitive marketplace.

As soon as a user clicks on your ads, you can be sure that the ad platforms start serving him ads of your competitors as well.

Therefore, it is is critical to understand where your customers considers your customers stronger/better.

That way you know where to improve your produuct/messaging to be even more competitive in a head-to-head comparison.

This is the inverse question to Why did you choose us instead of a competitor? and should be asked as a follow up questions to What other brands did you look at?

Are you switching from a competitor brand?

Will tell you if there is a competitor that you are outcompeting right now.

This is especially interesting, if they are larger.

In that case, you can ask a follow up question “Why did you switch to us”.

Did you look for our product on Amazon?

This question will help you get a better sense of the overall user journey.

A great follow up question, if someone selected “Yes” here, is asking him the qualitative question (text field question) “Why did you end up buying from our site instead of Amazon”.

If you see that many of your customers also looking for you on Amazon then this has two possible actions:

  1. Think about start selling an Amazon (if you currently don’t).

  2. Strengthen your websites benefits relative to Amazon to maximize margins.

Did you research our product on other sites?

Especially for products that are not impulse purchases, customers will often do more research on your brand and product.

Initially, I would start with a “yes” and “no” question and then, if the customer selected “Yes” ask him for specific sites via a free text form.

Once you know where you customers research you, you can mark to improve the results they find about you in those places.

How did campaign name impact your buying decision

In case you are running a big brand campaign or do a limited edition product drop, this can be an interesting question to ask to understand to what extend it might have impacted the customers buying decisions as these things are often though to measure.

đŸ„‡ Benefit + Pain

What was the most important aspect of your buying decision?

This is a great question to inform your benefit/feature hierarchy.

Are there specific features that are more important relative to the other.

If so, you should put these front in your communicaiton and in the way that you organise your content.

What initially drove you to start looking for a product/solution?

This is a great question in order to educate future creatives.

Especially the hooks that you can use in your creative that capture the attention of your potential customers or double down on and agitate the pain in your creative even further.

What problem are you trying to solve with the product?

As I said initially: Your goal is to solve your customers problem.

Therefore it is crucial to know what their problem is.

You might think this is obvious. But many products have multiple use cases.

So try to understand which one is more pronounced for your customers.

Or analyze the lifetime value of your customers in Klar, based on how they answer this questions.

Which will help you understand on which market segment you should focus

What was holding you back from making a purchase?

Similiar question to “What almost stopped you from buying from us”.

Will give you an idea of what questions the customer had you didn’t do a great job in answering or the concern that weren’t fully addressed.

This you can then start to incorporate more prominently in your website and/or ad creatives.

What was the main reason you bought again from us?

Customers might buy you for one reason, but then come back for another.

Knowing this is crucial as it will inform your retention strategy.

Let’s say you sell protein powder so people might say they bought you “to gain muscles”.

But when they come back the main reason might be “taste” because that’s where you are better than other options they have tried in the past.

If this is your competitive strength, you can start thinking about how to exploit this.

Eg. When people buy a bag of Chocolate flavour, also include taster packs of other flavours so that they can try more and find one the love.

What changed for you after starting to use our product?

Understand how your product is helping your customers and gather success stories.

This can be great input for your creative process or onsite messaging.

Tell us something about your self and why this product matters to you

This is mostly a qualitative questions that is great to gather stories about customers that can be shared internally or inspire ads.

🙋 Customer Journey

What would make you more likely to continue purchasing from us?

This will give you great insight into how you can adjust your product and offering to make sure that customers will keep coming back.

These might be improvements to your product, new variations of your product like different flavours or sizes or even completely new products and service offerings.

Why did you stop buying from us?

This can be asked to all customers, but for people who only bought once, it’s likely missing acitivation.

I think asking this questions to people who have bought at least twice before is a lot more insightsful.

The only issue here is: Who do you reach them best.

You can try via email but might not get a lot of responses so you might need to get a little creative here.

Don’t blast this request out via a newsletter to 5.000 people but pick a few and send custom emails.

Ideally, you should straight up call them if you have their number.

This is really about quality first, not quantity.

When do you want to use the product?

Will tell you the specific use cases your customers have in mind for your product which will give you insight into specific target groups and/or use cases.

How frequently do you usually use our product?

Customer activation meaning ensuring that your customers use your product frequently and in the right way, is a foundation of a strong retention.

This will give you a baseline for your product usage and you can work towards increasing this over time.

Plus, you might realize that your customers are not using your product frequently enough to see the results they are looking for.

How/When are you using our product?

Similar quesiton to before, only this time targeted at existing customers who are already using your product.

Will tell you the specific use cases your customers have in mind for your product which will give you insight into specific target groups and/or use cases.

How do you think your need for our product will change in the future?

This is a great question to understand what you might have to do in order to prevent future customer churn.

🧑‍🔬Product Development

How can we improve our product?

This is an obvious one. Having the best possible product is core for your retention and referrals.

What other products would you like to buy from us?

There might be some complementary products or product ideas that are a great fit for your brand.

How would you rate the quality of our product?

If customers are generally satisfied with product quality, highlight this in your marketing.

If there are concerns, consider quality improvements or reassessing sourcing and manufacturing.

You won’t be able to retain your customers long term, if you don’t have a strong product.

How well does the product meet your needs?

Use feedback to fine-tune the product features. Consider expanding your product line to meet other customer needs, or reposition the current product to target a more specific need.

Have you experienced any issues with the product?

Address recurring issues quickly, provide timely customer support, and communicate product improvements. If issues are widespread, consider issuing product recalls or refunds.

🙋Demographics

What's your gender / age?

Know who your customer really is.

Often founders think that their customers are just like them but this might not be the case.

You need to make sure that the people you show in your messaging match the people that are actually buying from you.

Who is the purchase for?

It might be that people are buying your product as a gift for a friend, or for their kids and partner.

If this is the case, this is something that can be used in your creative strategy.

How would you describe yourself in one sentence?

Qualitative input that helps you understand who your customers are.

How to connect & integrate PPS into Klar

  • Connect Fairing or KnoCommerce as a new datasource in the store configurator

  • If you use any other solution, you can still integrate the answers adding the "Custom Post Purchase Survey" sheet as data source and fill it

  • Include it into your channel setup saying "Question contains abc" & Answer contains "Answer x"

    • Matching follow-up questions: The Referring questions contains "How did you hear about us" AND the referring question contains "instagram"

PPS alone is not good enough!

PPS assigns the entire value to one touchpoint but that does not mean that they are the only touchpoint that mattered

How PPS impacts Attribution

  • Boosting existing touchpoints in the data-driven model

  • Injecting first-touch touchpoints if channels does not exist in the journey

  • Reallocating branded traffic to actual channels like word of mouth where the demand was generated

Workshop on PPS

Here you'll find a snippet of our eCom Unity x KnoCommerce Workshop: How To Maximize Your Customer Insights Through Post-Purchase-Surveys together with Jeremiah Prummer, the CEO of KnoCommerce. (Full recording available here)

This part is about how to ask the right questions and integrate them properly into your attribution for actionable output:

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