Add a survey to Shopify
Simplesat allows you to create a CSAT, CES, 5-star, or NPS survey that you can embed directly in Shopify email notifications templates.
Authenticating with Shopify
Before you can activate any integrations you will need to authenticate with Shopify first.
Start off with going to the Shopify integration page by clicking here.
Fill in your Shopify URL and click authenticate.
Next, click install to install Simplesat.
You're now authenticated with Shopify. π
Sync contacts from Shopify to Simplesat
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.
Add tags to customers with rating details
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.
Send an event based survey after fulfilling order
First, create a new survey.
Customize the survey settings to your heart's desires. π Then, choose the direct email delivery > event based option in the publish tab.
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, then go to the delivery tab and copy the endpoint.
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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, scroll down a bit to endpoint.
Paste the survey endpoint in the endpoint field and click save.