Simplesat allows you to create a CSAT or NPS survey that you can embed directly in Shopify's email notifications templates.

Create your survey

First, create a new survey.

Customize the survey settings, then choose the Integrate with another tool option in the Publish section and select Generic Embed in the pop-up box.

Enter Shopify's placeholders into the placeholder fields:

Shopify email placeholders:

  • Team Member Email - {{}}

  • Team Member ID - NA

  • Team Member First Name - {{}}

  • Team Member Last Name - NA

  • Customer Email - {{}}

  • Customer ID - {{billing_address.last_name}}

  • Customer First Name - {{}}

  • Customer Last Name - {{billing_address.last_name}}

  • Company Name - {{}}

  • Ticket ID - {{order_number}}

  • Ticket Subject - {{order_name}}

You can view all the Shopify's notification variables from here.

Once you have the placeholders filled in, click Generate Embed Code. Make sure you're on the HTML option, then click Copy survey.

Add your survey to Shopify

Head over to your Shopify store and navigate to Settings > Notifications.

On the Notifications page, click the name of the email notification template where you want the survey to be added. Then paste the HTML survey code that you copied, and click Save.

In this example, we used the Delivered notification template.

You can preview the template by clicking on the Actions drop-down on the upper-right hand of the page, and select Preview.

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. 🙌

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