Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly in Shopify email notifications templates.
In this article:
Create your survey
First, create a new survey.
Customize the survey settings to your heart's desires. 😁 Then, choose the Integrate with another tool option in the Publish tab.
Select Shopify on the pop-up box.
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. 😉
Team Member Email
Team Member ID
Team Member First Name
Team Member Last Name
Customer First Name
Customer Last Name
Custom ticket fields
Order fulfillment status
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. 🙌