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Add a Simplesat survey to Shopify
Add a Simplesat survey to Shopify

How to add your CSAT, customer effort score (CES), 5-star, and net promoter score (NPS) survey embed codes to Shopify.

Hannah Logan avatar
Written by Hannah Logan
Updated over a week ago

Simplesat allows you to create a CSAT, CES, 5-star, or NPS survey that you can embed directly in Shopify email notifications templates.


Create your survey

First, create a new survey.

Customize the survey settings to your heart's desires. 😁 Then, choose the External email embed option in the Publish tab.

Select Shopify.

Click the Generate Embed Code button. Make sure you're on the HTML option, then click Copy survey.


Shopify email placeholders

These are automatically included when you generate a Shopify survey embed code, but here they are just in case. πŸ˜‰

Team Member Email

{{user.email}}

Team Member ID

Team Member First Name

{{user.name}}

Team Member Last Name

Customer Email

{{customer.email}}

Customer ID

{{customer.id}}

Customer First Name

{{customer.first_name}}

Customer Last Name

{{customer.last_name}}

Company Name

{{shipping_address.company}}

Ticket ID

{{id}}

Ticket Subject

{{name}}

Custom ticket fields

Order number

{{order_number}}

Order tags

{{tags}}

Order fulfillment status

{{fulfillment_status}}

Store locations

{{location}}

Shipping method

{{shipping_method.title}}

Fulfillment service

{{service_name}}


Add your survey to Shopify

Head over to your Shopify store and navigate to the Store admin > Settings.

Click Notifications. Then, click the name of the email notification template where you want the survey to be added. We recommend using the Shipping > Delivered or Local delivery > Delivered templates.

Paste the survey code that you've copied from your Simplesat account. Then, click Save.

Click the Preview button to see how the survey looks like.


Try it out!

Create a test order with yourself as the customer. Check your email and click any rating that you like. Once you do, new feedback should instantly show up in your Simplesat dashboard. 🎊

If you run into any issues let us know and we'll be happy to help troubleshoot. πŸ™Œ

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