How Did You Hear About Us?¶

Menu Location: Settings > How did you hear? (kiv/how-did-you-hear-settings.php)

Last Updated: 2026-09-08

Overview¶

The "How did you hear about us?" question is managed from one page. It controls when the question is asked, the list of answer options customers pick from, and optional follow-up questions for the after-signup survey.

This page replaces the older separate "How did you hear?" and "How did you hear? Follow-ups" admin-edit pages, and it links out to the reports.

At the top of the page, buttons jump straight to the related reports:

Revenue & LTV by channel
Summary by channel
By customer

When to Ask¶

Choose when customers see the question:

At checkout only - the classic behavior. The question shows on the signup/checkout form.
After signup only - the question is removed from checkout and is instead asked in a small popup on the customer's account page after they sign up. A customer is asked at most a couple of times and then it stops. This is what enables the follow-up questions below.
Both - ask at checkout, and follow up after signup. Customers who never answered get the full question; customers who answered at checkout may get just the follow-up question for the channel they picked.

There is also a checkbox to Require an answer at checkout. It only applies while the question is shown at checkout.

When you switch an after-signup mode on, only customers who join after that moment are asked; existing customers are never sent the survey. If you switch it off and later on again, the same rule applies from the new switch-on date.

Answer Options¶

These are the channels a customer picks from, used whether you ask at checkout or after signup. "Other" with a free-text box is always offered automatically and does not need to be added as a row.

For each option you can:

Edit the name in the Option column.
Show or hide it with the Shown / Hidden dropdown.
Delete it with the trash button (a confirmation asks first).
Add a new one by typing in the blank row at the bottom and hitting Save.

Hidden or deleted options stop appearing to new customers, but answers already recorded keep their original label.

Follow-Up Questions¶

The after-signup survey can ask a second, branching question when a customer picks a specific channel - for example, channel "Podcast" then asks "Which podcast?".

Follow-ups only appear in the after-signup popup, so this section shows a reminder that they are ignored while "When to ask" is set to "At checkout only".

Each follow-up row has:

When they pick - which answer option this follow-up attaches to (dropdown of your active options, plus "Other").
Ask this - the follow-up question shown once that option is picked.
Answer - "Free text" or "Dropdown". Dropdown reveals the choices editor.
Choices - the list of choices for a Dropdown answer; add and remove choices.
Active? - Active or Off.
A trash button to delete the follow-up.

Fill in the blank row at the bottom to add a new follow-up, then hit Save.

Common Use Cases¶

Ask after signup instead of at checkout. Change "When to ask" to "After signup only" so the question stops appearing on the signup form and instead pops up for new customers on their account page. Add follow-up questions to learn which specific podcast, ad, or friend referred them.
Keep checkout capture but follow up. Set "When to ask" to "Both". Customers who answer at checkout and pick a channel with a follow-up get asked the follow-up after signup.
Add or retire channels. Add a new marketing channel as an answer option (for example a new podcast sponsorship), or hide one you are no longer running.

Troubleshooting¶

Check:

"When to ask" is set to "After signup only" or "Both".
There is at least one active (Shown) answer option. With no options there is nothing to ask.
The customer joined after the after-signup mode was switched on; customers who joined before are never asked.
The popup only appears once per login session, so a customer who already saw it this session will not see it again on the next page load.

Admins get a preview of the popup so they can check it without waiting for a real customer. The preview has a link to hide it for the rest of that admin session; it starts showing again on the next login.

Follow-ups are not being asked¶

Follow-ups only run in the after-signup survey. Set "When to ask" to "After signup only" or "Both", make sure the follow-up row is Active, and that its "When they pick" channel matches an active answer option.

Recent Updates¶

2026-09-08¶

Documented the unified "How did you hear about us?" settings page that replaced the separate "How did you hear?" and "How did you hear? Follow-ups" admin-edit pages.
Added the "When to ask" modes (At checkout only / After signup only / Both) and the after-signup popup survey.