Secret Santa Questionnaire: 30 Questions to Send Before the Draw Free survey template
Customer profile survey template. Know who actually buys from you.
Twelve questions that build a profile of your customers: how often they buy, which of your products they use, and the age, family, education, work and income behind those answers. Use it as a customer profiling questionnaire before you plan ads, prices or a new product.
Free plan: 100 responses a month and up to 50 surveys, no credit card.
The template’s real survey on a phone.
- 12 ready questionsAbout 2 min on a phone.
- Yours to changeQuestions, answers and logic.
- A ready reportA chart for every closed question.
- Export on every planCSV, Excel and SPSS.
Ads, prices and products work when they are made for the people who actually buy. Twelve questions tell you who those people are.
The 12 customer profile survey questions in this template.
First the customer’s relationship with you, then who they are, then work, income and home. Every question is optional.
As your customer
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Do you buy the products or services of our company? If yes, how often?
Why ask it. Separates regular customers from occasional ones and from people who have never bought. People who have never bought end the survey here.
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Which products and services of our company do you regularly use?
Why ask it. Ties the profile to what people buy. Replace the Product/service placeholders with your own range.
Who they are
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What’s your gender?
Why ask it. The first line of the demographic profile.
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What’s your age?
Why ask it. The age range of your customers, the first thing an ad audience needs.
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What’s your marital status?
Why ask it. Together with the next question, it describes the household you sell to.
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Do you have children under 18 years of age?
Why ask it. The share of customers with children, a key fact for your range and your ads.
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Do you work or study at the moment?
Why ask it. Separates students, working people and everyone else. A logic rule takes students past the education, employment and income questions.
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What’s your educational background?
Why ask it. Helps set the tone and depth of your messages.
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What is your race?
Why ask it. Uses US census-style categories. Keep it only if your market and your plans need it, and delete it otherwise.
Work, income and home
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Which of the following categories best describes your employment status?
Why ask it. Shows how much time and steady income your customers have, which shapes when and how you sell to them.
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How much total combined money did all members of your household earn last year?
Why ask it. Household income in ranges, so nobody has to name an exact figure, and anyone can decline. Change the brackets and the currency for your market.
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Where is your home located?
Why ask it. Where your customers live. Ask for a city or region in the question text if you want answers you can group.
How to create a customer profile survey from this template.
- 1
Copy the template
Click “Use this template”, then create a free account or log in. You get a copy of the 12 questions with its two logic rules in place. The copy waits in your survey list as a draft.
- 2
Make it yours
Replace the Product/service placeholders and set the income brackets for your market. People who never bought end the survey after question one, and students skip to the last question.
- 3
Send it to customers
Share the link in your newsletter or after a purchase, print the QR code on the receipt, or embed the survey on your site.
- 4
Build the profile
From age to household income, each part of the profile gets its own chart. Export the answers to Excel, CSV or SPSS on any plan.
How to read customer profile survey results.
Your core customer
Age, family, education, work and income each get a chart that shows the most common answer. The income and employment charts leave out students.
Regular and occasional buyers
On Basic and higher plans, filter the profile by how often people buy to see how your regular customers differ from the rest.
Where they live
Home location is an open answer. Export the answers to Excel, CSV or SPSS on any plan and group them by city or region.
How to get honest answers to personal questions.
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Say why you ask
When you share the link, add one line on how the answers shape your products and offers.
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Keep it anonymous
The template asks for no name or e-mail. Turn on anonymous mode in the survey settings to also hide IP address, country, browser and device.
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Cut what you won’t use
Every question is optional, and any of them can go. Delete the ones that will not change a decision, such as race outside the US.
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Ask people who bought
Send the link after a purchase or print the QR code on the receipt, so the profile describes your buyers.
More customer profile questions you can add.
Not in the template. Add any of them in the builder in a few clicks.
Buying behavior
- Where do you usually buy products like ours?
- How much do you spend with us in a typical month?
- What made you buy from us the first time?
Media and channels
- Which social networks do you use every day?
- Where did you first hear about our company?
- How do you prefer to hear about our offers and news?
Needs and values
- What matters most to you when choosing a product like ours?
- Which of your needs do our products not cover yet?
- How likely are you to recommend us to a friend, from 0 to 10?
Free tools for your results
- Sample size calculatorHow many customers need to answer for the profile to describe your customer base.
- Margin of error calculatorHow precise each share in the profile is, such as the share of customers with children.
- Quota plannerPlan quotas by age or gender so no group outweighs the rest.
More templates
Questions about this template
What questions should a customer profile survey ask?
How often people buy and what they use, then age, gender, family, education, work, income and where they live. This template asks all of it in 12 questions.
What is a customer profiling questionnaire for?
It shows who your customers are, so you choose ad audiences, set prices and plan products for the people who actually buy. Its answers are the facts behind a buyer persona.
Do customers have to answer every question?
No. All 12 questions are optional. People can skip anything they prefer to keep to themselves.
Is the survey anonymous?
The template asks for no name or e-mail. Turn on anonymous mode in the survey settings to also hide IP address, country, browser and device. It works on every plan.
Can I adapt it to my country?
Yes. After you copy the template, change the income brackets and currency, replace or delete the race question and edit any option.
Find out who your customers are.
Add your products and print the QR code on the receipt.