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

To authenticate Simplesat with Shopify, you'll first need to set up a shopify app.

Start off by going to the shopify dev dashboard, then click create app.

Name the app Simplesat.

Select use legacy install flow, and fill in this url in the callback url box:

Then click release at the bottom of the page.

Next, go to the settings tab and copy your client ID and secret.

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

Fill in your Shopify store domain i.e. yourstorename.myshopify.com

And fill in the client ID and secret which you've just created.
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Next, click install.

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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Optionally, set a delay and supression period on the survey.

Be sure to select Shopify as a connected service.

Finally, go back to the Shopify integrations page and either activate the order fulfiled or the order paid for integration.

Once the integration has been successfully activated, scroll down a bit to survey endpoint. Paste the survey endpoint and click save.

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.

Simplesat can write a customer's latest feedback to the customer's metafields in Shopify.

Here's an example of what this looks like in Shopify:

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

Scroll down to add rating details to customer metafieldss and click activate integration.

When new feedback comes in the metafields will automatically be created.
Visit this page to pin the fields to your customer view.

Simplesat can write a customer's latest feedback to a metaobject in Shopify.

Here's an example of what this looks like in Shopify:

The metaobject will contain the following data:

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

Scroll down to sync feedback to metaobject in Shopify and click activate integration.