What is a HDYHAU Survey?
A “How Did You Hear About Us?” (HDYHAU) survey collects zero-party data—information customers voluntarily provide about how they discovered your brand. This data is valuable because:- Privacy-resistant: Not affected by cookie blockers, iOS privacy features, or ad blockers
- Top-of-funnel visibility: Captures awareness channels that tracking can’t see (word of mouth, podcasts, TV)
- Validates tracking data: Cross-reference with your analytics to identify attribution gaps
Zero-party data complements (not replaces) your tracking-based attribution. Use both for a complete picture of your marketing performance.
Survey Placement & Timing
- Thank-You Page (Recommended)
- Post-Purchase Email
Display the survey immediately after purchase on the order confirmation/thank-you page.Pros:
- Highest response rates (15-30%)
- Customer is already engaged
- Memory is fresh
- Can slow checkout flow slightly
Survey Setup
Question Copy
| Element | Recommendation |
|---|---|
| Question | ”How did you first hear about us?” |
| Introduction text | Leave blank (keep it short) |
| Placeholder text | ”Choose an option” |
| Button text | ”Submit” |
The word “first” is important—it prompts customers to think about initial discovery, not their most recent interaction.
Standard Response Options
Include channels where you actively market. Order matters for accurate data:Recommended response options
Recommended response options
- Facebook / Meta
- TikTok
- Google Search
- YouTube
- Podcast
- Blog / Press / Article
- Influencer / Creator
- Email / Newsletter
- Friend / Family / Coworker
- I don’t remember
- Other
Additional channels to consider
Additional channels to consider
Add these if you have meaningful spend or presence:
- Snapchat
- Streaming TV / CTV
- Linear TV
- Radio
- Billboard / Out of Home
- Direct Mail
- Twitter / X
- LinkedIn (B2B)
- Bing Search
Survey Settings & Best Practices
Response Order
Randomize Options
Randomize the display order of channels to prevent position bias (first options get selected more often).
Pin Bottom Options
Keep “I don’t remember” and “Other” pinned at the bottom—these should always be last.
Control Option (Validation Check)
Add a “control” channel you don’t use to detect random clicking:- Customers are clicking randomly
- Your question may be confusing
- Response data quality may be compromised
Response Settings
| Setting | Recommendation |
|---|---|
| Responses per customer | One response only (prevents duplicate data) |
| Free-form “Other” | Enable—captures channels you haven’t listed |
| Required vs Optional | Optional (required surveys reduce completion rates) |
Improving Response Rates
1
Keep it short
One question is ideal. Each additional question reduces completion by ~20%.
2
Mobile-friendly design
Ensure options are tap-friendly on mobile (most Shopify traffic is mobile).
3
Visual design
Match your brand’s look and feel. A cohesive design feels less intrusive.
4
Consider incentives
Some brands offer discount codes for survey completion (use sparingly—can bias responses).
Customer & Order Tagging
Enable tagging so responses flow into SourceMedium and your other analytics tools.Tag Format
Use a consistent prefix for easy filtering:| Prefix | Example Tag |
|---|---|
HDYHAU- | HDYHAU-Facebook |
PPS- | PPS-TikTok |
survey- | survey-Podcast |
Most survey platforms (Fairing, KnoCommerce, Zigpoll) support both customer tags and order tags. Enable both for maximum flexibility in reporting.
Platform-Specific Setup
Fairing
Enterprise-grade surveys with advanced targeting and A/B testing.
KnoCommerce
Zero-party data platform with multi-question flows.
Zigpoll
Lightweight surveys with Shopify-native integration.
Using Survey Data in SourceMedium
Once tagging is configured, HDYHAU data appears in these modules:| Module | Tag Type Required |
|---|---|
| New Customers Analysis | Customer tag |
| Last Order Analysis | Customer tag |
| Orders Deep Dive | Order tag |
| Post-Purchase Survey Module | Order tag |
The Post-Purchase Survey Module provides dedicated reporting for zero-party data. Contact the SourceMedium team for access.
Backfilling Historical Orders
If you have survey responses from before your tagging was configured (spreadsheets, old survey tools, manual records), you can backfill tags to historical orders.- Shopify Admin (Small Batches)
- Matrixify (Bulk)
- Shopify Flow
Best for tagging a few dozen orders manually.
- Go to Orders in Shopify Admin
- Filter or search for the orders you need to tag
- Select the orders (checkbox)
- Click More actions → Add tags
- Enter tag (e.g.,
HDYHAU-Facebook)
You can select up to 50 orders at a time in the Shopify admin.
Common Pitfalls to Avoid
Missing 'I don't remember' option
Missing 'I don't remember' option
Forces customers to guess, corrupting your data. Always include this option.
Too many options
Too many options
More than 12-15 options overwhelms customers. Group similar channels (e.g., “Social Media” instead of listing every platform).
Non-randomized order
Non-randomized order
First options receive disproportionate clicks. Randomize to get accurate distribution.
Asking about last touchpoint
Asking about last touchpoint
“How did you hear about us?” captures discovery. For last touchpoint, use “What brought you back today?”—but this is usually better captured via tracking.

