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Understand Purchase Intention

Why is it useful?

This survey helps sales teams understand how close visitors are to making a purchase. It identifies potential barriers to purchase and provides insights into visitor motivations. This information can be used to optimize sales strategies and improve conversion rates.

How to get started:

Once you have setup the Formbricks Widget, you have two ways to pre-segment your user base: Based on events and based on attributes. Soon, you will also be able to import cohorts from PostHog with just a few clicks.

Preview

Purchase intention measures how likely someone is to buy your product within a defined timeframe. It is the closest thing to demand forecasting that survey data can provide. Unlike satisfaction or loyalty metrics, purchase intention is forward-looking. It tells you what customers plan to do, not what they have already done.

This matters for resource planning, inventory decisions, sales forecasting, and go-to-market strategy. A product with high satisfaction but low purchase intention has a conversion problem. A product with moderate satisfaction but high purchase intention has a pricing or packaging opportunity.

When to deploy a purchase intention survey

During product evaluation. When a potential customer is actively comparing options, a purchase intention survey reveals how close they are to a decision and what would tip the scale.

After a demo or trial. Post-demo and post-trial are natural points to measure purchase intent. The prospect has experienced the product and formed an opinion. Their stated intention at this point is a strong predictor of actual conversion.

Before a product launch. Pre-launch purchase intention surveys validate demand before you invest in production, marketing, or infrastructure. This is standard practice in market research for a reason.

Among existing customers for upsell. Current customers considering an upgrade or add-on have purchase intention you can measure and accelerate.

Purchase intention survey questions

  1. How likely are you to purchase [product/feature] in the next [timeframe]? | 1-5 scale (Very unlikely to Very likely) or percentage (0%, 25%, 50%, 75%, 100%) | Required
  2. What is the primary factor influencing your purchase decision? | Multiple choice (Price, Features, Ease of use, Team compatibility, Security / compliance, Integration with existing tools, Other) | Required
  3. What, if anything, is holding you back from purchasing? | Open text | Optional
  4. What budget range are you considering for this type of product? | Multiple choice (price ranges relevant to your product) | Optional
  5. When do you expect to make a final decision? | Multiple choice (Within a week, Within a month, Within 3 months, No specific timeline, Not planning to purchase) | Optional
  6. Who else is involved in this purchasing decision? | Multiple choice (Just me, My manager, A buying committee, IT / security team, Finance / procurement, Other) | Optional

Question one is the core metric. Questions two and three reveal the drivers and blockers. Questions four through six give your sales team the context they need to prioritize and tailor their approach.

Interpreting purchase intention data

Scale interpretation. On a 1-to-5 scale, treat 4 and 5 as "high intent" and 1 and 2 as "low intent." The middle score (3) is genuinely uncertain and should not be lumped with either group.

Intent does not equal action. Purchase intention surveys overpredict actual purchases. Respondents who say they "definitely will buy" convert at rates well below 100%. The exact conversion rate varies by industry and price point, but expect stated intent to exceed actual purchases by a significant margin.

The value is in the trend. If purchase intention for your product is rising quarter over quarter, demand is growing. If it is falling despite increased marketing spend, you have a positioning or product problem. The trajectory matters more than the absolute number.

Segment by blocker type. High-intent prospects blocked by price need a different approach than high-intent prospects blocked by a missing feature. Segmenting by blocker allows targeted interventions.

Using purchase intention for sales

Lead scoring. Add purchase intention responses to your lead scoring model. A prospect who reports high intent and a short decision timeline should be prioritized over one with moderate intent and no timeline.

Objection preparation. The "what is holding you back" question tells your sales team exactly what objections to prepare for. If 40% of high-intent prospects cite security concerns, your sales team needs a security narrative ready.

Stakeholder mapping. The "who is involved" question reveals whether you are dealing with a solo decision-maker or a buying committee. Multi-stakeholder deals require different materials and timelines.

Pipeline forecasting. Aggregate purchase intention data gives your revenue team a leading indicator of pipeline health. A drop in stated purchase intent precedes a drop in conversions by weeks to months.

Common mistakes

Treating stated intent as commitment. Intent is directional, not contractual. Use it for forecasting and prioritization, not for booking revenue.

Not specifying a timeframe. "How likely are you to purchase?" without a timeframe is too vague. "In the next 30 days" anchors the response to a specific decision window and produces more actionable data.

Surveying too broad an audience. Purchase intention is only meaningful from people who are in or near a buying decision. Surveying your entire user base, including users with no purchase authority or budget, dilutes the signal.

Not following up. High-intent prospects who do not convert within their stated timeframe deserve a follow-up. Something changed between the survey and the decision. Understanding what changed is valuable.

Set up this survey in Formbricks

Formbricks lets you trigger purchase intention surveys at key moments in the buyer journey: after a demo, during a trial, or when a user views the pricing page. Target users based on behavior, plan status, or custom attributes to reach the right audience.

The template includes conditional logic that adapts follow-up questions based on the intent level reported. High-intent respondents get questions about timeline and stakeholders. Low-intent respondents get questions about what would change their mind.

Responses can be integrated with your CRM to automatically update lead scores and trigger sales follow-ups based on stated purchase intent.

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