First check whether the cohort has had enough time
Compare participants with similar time since joining. Someone who enrolled this morning may still be deciding what to share. An old campaign and a newly opened one should not be judged by their raw completion rates without accounting for the opportunity to finish.
Check that the campaign is available, deadlines are clear, and customers can reach the submission page using the account they joined with. A broken or confusing journey is different from a lack of interest.
Use a friction diagnosis worksheet
Treat each row as a hypothesis to investigate. Counts can show where participation stops, but they cannot tell you the reason without additional evidence.
| Possible friction | Question to ask | One test |
|---|---|---|
| Unclear action | What did you think you needed to do? | Rewrite the action as one sentence |
| Too much effort | Which part felt like the most work? | Reduce deliverables in the next campaign |
| Reward mismatch | Would the reward be useful on a normal visit? | Test a more practical benefit within budget |
| Proof confusion | What did you expect to submit? | Add a concrete evidence example |
| Timing | When would you have had time to participate? | Choose a more suitable recruitment window |
| Review uncertainty | Did you know what happens after submitting? | Explain the review step and response time |
Ask without pressuring people to finish
Invite a few willing participants to explain their experience. Use an appropriate contact channel and respect a refusal. The purpose is to understand the process, not to make someone justify why they did not promote the business.
Ask open questions before presenting your theory. “Was the reward too small?” steers the answer toward price. “What happened after you joined?” can reveal that the customer could not find the proof page or misunderstood the action.
“We’re improving the campaign instructions. If you’re comfortable sharing, what happened after you joined, and was any step unclear? There’s no pressure to complete it.”
Change one thing in the next comparable cohort
If the action is confusing, keep the reward and invitation source stable while simplifying the next brief. Record recruitment dates, who was invited, and any service changes. Small samples still leave uncertainty, but fewer simultaneous changes make the result easier to interpret.
Honor the existing terms for people already participating. A major change to the action or reward belongs in a clearly communicated new campaign rather than a quiet rewrite of their agreement.
Know when to pause
Pause new recruitment if staff cannot review submissions, the reward cannot be fulfilled, or the customer journey is failing. More joins will make those problems larger. Continue resolving obligations already created.
Reminders can help someone who wants to participate and forgot, but do not assume automated messages are configured or appropriate. Check the communication setup and permissions first. Measure whether the actual obstacle improved instead of treating message volume as progress.
Rewrite the confusing step.
Use the brief worksheet to prepare clearer evidence instructions for your next campaign.
Revise your next campaign briefPlanning your spend? Use the reward-budget calculator. Ready to see the product? Walk through the campaign flow.