Simplesat allows you to create a CSAT, CES, 5-star, or NPS survey that you can embed directly in Shopify email notifications templates or send surveys directly from Simplesat using our pre-built email templates.

Click here to read the full guide on how to embed a survey in Shopify

Before you can activate any integrations you will need to authenticate with Shopify using an API key.

First you will need to create a custom app within Shopify in order to generate the Admin access API key.

You can do this by going to Shopify admin > apps and sales channels > develop apps

Click create app and give it a name.
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Next, click configure admin API scopes

Enable read_orders, write_orders, read_customers, and write_customers, then click save.

Then go to the API credentials tab and click install app

Copy your API token and store it somewhere save, you can only view your token once.

Next, go the Shopify integration page by clicking here and click authenticate.

Fill in your Shopify store domain i.e. yourstorename.myshopify.com
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Paste your API token, and click authenticate.

You're now authenticated with Shopify. 🎉

Simplesat can sync over customers from Shopify to Simplesat.

The first time this integration runs it will sync over all contacts from Shopify to Simplesat.

Afterwards, it will check for new and updated customers in Shopify once every 24 hours and sync over just those.

Here's an example of how a synced user will look in Simplesat:

To set this up, go to the Shopify integration page by clicking here.

Authenticate if you haven't done so already, then scroll down to sync contacts from Shopify to Simplesat and click activate integration.

Simplesat can automatically tag a customer with their feedback metric, rating, and sentiment after they leave feedback.

Here's an example of how this will look in Shopify:

To set this up, go to the Shopify integration page by clicking here.

Authenticate if you haven't done so already, then scroll down to tag customers with rating details and click activate integration.

For event-based survey integrations, there's some setup required first as we need a Simplesat survey to send before we can meaningfully enable this integration.
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First, create a new survey from the manage surveys page. Customize the survey settings to your heart's desires.

Then from the publish tab configure it as a direct email delivery survey using the event based option.

Next, under the email tab you can configure how you want your survey email to look like.
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Once that's all set up, go to the delivery tab and copy the URL endpoint.
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Finally, go back to the Shopify integrations page and activate the order fulfillment webhook based integration.

Authenticate if you haven't done so already, then scroll down to send an event based survey after fulfilling order and click activate integration.

Once the integration has been successfully activated, deactivate it again to configure the settings.
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Scroll down a bit to survey endpoint URL. Paste the survey endpoint and click save.

Then reactivate the integration again.

Want to send a survey in reaction to some other event in Shopify? Let our team know and we can build an integration for you or help with setting up a custom webhook integration.