Forms and incentives

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Incentive-backed forms ask customers where they heard about you, at checkout, on your site or from a link, and reward the answer.

A form asks customers the questions that settle attribution: which partner, channel or source sent them, and why they bought. An incentive rewards them for answering.

Where a form appears

The same form can appear wherever the customer already is:

behind a shareable link or a QR code,
in an email,
as a pop-up survey or a feedback button on your own site,
in your Shopify theme, or in Shopify checkout on a Shopify Plus store.

Rewarding the answer

An incentive is one of four kinds:

Discount: a code minted in your connected store and returned with the response.
Billing credit: usage credit granted onto the shopper's account with your billing provider, Stripe or Metronome.
Entitlement: lifts a metered feature's cap for the workspace, never past its plan.
Custom payload: metadata returned for your own system to use.

The incentive is set up on the form, not built separately for each place it appears.

Why the answer counts

A customer naming the partner who sent them is first-party evidence, given at the moment of purchase by the person who knows. Mend compares it with the order's journey.