Shopify surveys help you understand how customers perceive your brand and what made them buy. And they can help you gather valuable zero-party data for personalization.
To build a survey for your online store, you’ll need a third-party app that integrates with Shopify. That’s where ConvertFlow’s survey builder comes in.
ConvertFlow is a no-code drag-and-drop funnel builder for Shopify stores. It integrates with Shopify and other essential ecommerce tools in your stack. It allows you to create all your on-site campaigns in one place including surveys, quizzes, popups, forms, landing pages, and more to support your business growth.
Creating a Shopify survey is easy. Build your own with this step-by-step guide.
ConvertFlow’s survey template library has a ton of customizable templates for different use cases and goals. You can also add a Shopify survey to any template if you’d rather browse popup or landing page templates.
You can build:
When you find a template that best suits your needs, click “Use this Template.”
We’ll use a post-purchase survey template, but the process is similar no matter your use case:
💡 Check out six post-purchase survey examples to learn what top ecommerce brands do with their surveys.
The template you choose may have multiple campaign formats—like popups, landing pages, and embeds. In our case, the template we chose has just one:
So we’ll select “Overlay Popup” and then “Use Template.” Then name your campaign to get started.
After setting your campaign’s name, you’ll be taken to the ConvertFlow builder with your chosen template ready to customize:
We’ll start by setting the campaign’s theme. Then, every element across the campaign will match. And any new elements you add will follow the theme, too.
If you want certain elements to be a different style than the theme, you can always edit the style of specific elements to override theme-level settings.
Click “Theme” in the right-side panel to edit your theme:
Here, you’ll see every element type where you can set colors, sizing, fonts, and more.
Let’s update the color of the buttons on our survey. Click “Buttons.” Then, update the color to suit your brand:
You’ll notice all the buttons in your form have updated with that color—especially helpful for surveys with multiple steps!
Continue like that, editing each element’s theme so that it’s appropriate for your brand.
Feel free to skip elements you won’t use. But if you change your mind later, be sure to come back here to update your theme.
Surveys are usually pretty straightforward to edit. For most brands, you’ll likely just be editing your questions and adding or deleting steps.
But you can also add additional elements like images, email forms, or other CTAs if you’d like.
To make changes to an element, just click on what you want to change and the side panel will show you all the options you have to customize it.
For example, let’s say we want to add “podcast” as a survey option to the first question because we sponsor podcasts.
If we click on the survey element, the side panel will open with the existing field options that appear in the survey:
Type “Podcast” where it says “New option” and tap enter.
A modal will pop up giving you the option to customize the:
The default works for us, so we’ll click “Done.”
You can re-order the survey options by clicking and dragging them in the sidebar:
👉 Learn more about ConvertFlow’s drag-and-drop builder.
To add or remove survey questions, hover over an existing step. Click the copy icon to add a question or the trash icon to remove one:
If you’ve copied a question, you can now edit any buttons and fields to suit your new question.
Exactly how this works depends on which integration you’re using (e.g. to sync to your email & SMS subscriber database). Read more on how to map fields to different integrations in the help docs. We’ll assume you’re syncing to your Klaviyo database for now.
Let’s say we want to ask our customers who they bought for today.
In our copied question, we’ll start by updating the headline:
Then we’ll update our survey element.
Select the survey element. Then, click the dropdown menu under “Map To Custom Field” and select “New Field Name +.”
Give it a short name that describes the question in this step:
Then, update your field options with the correct survey answers. Click the pencil icon to update the data value in your back end as well:
Otherwise it will be marked the same as the response as the question you copied it from.
Click the “x” icon next to any extra field options you don’t need.
Our updated question looks like this once set up:
Your copied question will have been added automatically as the last step in your survey.
To change the order of your steps in the builder, click “Steps” in the right-side panel. Click to drag the steps into your desired order or use the up-down arrows to set the order.
In our case, we want the new question to be the last in our series before the thank you message:
Note: This will not determine the order your questions appear to the site visitor. We’ll cover that in the next step.
We’ll also take this opportunity to rename the step to accurately describe the new question.
To do that, click anywhere in the step outside of the actual campaign and update the Step Name field:
If you didn’t add, remove, or reorder questions, you can skip this section. But there’s a good chance you made some updates, so you’ll want to make sure questions are being delivered in the intended order.
Once a shopper clicks a button at each step, they should be taken to the next logical question in the series. However, you’ll want some answers to lead to a conditional branch to learn more before continuing your series of questions.
For example, in question 1 ("How did you first hear about our brand?"), if someone chooses “Other” they’ll be directed to step 2 in the template:
And if they choose “Social media” as their answer to the first question, they’ll be taken to step 3 to narrow down which social media platform the shopper found out about the brand on:
All other responses to the first question will continue through to step 5 right away.
There are no conditional branches after step 5, so the survey taker will proceed to steps 6 & 7 thereafter.
However, this flow needs to be set so shoppers are taken down the correct path.
To do that, you’ll set up button actions for each question in your survey.
To set up button actions, click on the survey or button element in the first step. Then click “Manage Actions:”
Leave the Default Confirmation Action Type as “Jump to a funnel step” and set “Default Funnel Step To Jump To” to the step most answers will lead to.
If any of the answers lead to different paths, update their selection paths below to the appropriate step, leaving the other responses set to “Default step.”
In the case of the question we added in the last step, we want all responses to lead to the thank you message. So our Manage Actions panel will look like this:
Click “Done” to save.
Continue like this for each step in your survey. Even if you made one change to the survey like we did, you’ll want to verify that the appropriate logic is set up at each step anyways.
For example, even though we set up our new question to lead to the thank you message, the step before that now needs to be configured to lead to the new question instead of the thank you message.
Here’s what a more complex step looks like using the first question as an example:
The default sends survey takers to step 5. And “Social media” and “Other” are set up to send shoppers down different paths.
Now every step of your Shopify survey is set up 🔥
When you’re happy with it, save and publish your changes. Then click “Preview” to test out your survey:
On this page, you can interact with your survey just like a shopper would on your website.
The only difference is, automations won’t run. So you can click options and submit the form without that data being tracked in your database.
Integrating Shopify with ConvertFlow will make it easy to launch your Shopify survey—and any other campaigns you build in ConvertFlow.
To connect your Shopify store, go to your website’s dashboard in ConvertFlow. Click “Settings,” then “Integrations” in the navigation on the left.
Find Shopify and click “Connect”:
Add your “myshopify.com” URL. Then click “Connect Integration.”
Click “Install App” and the ConvertFlow script will be added to your store automatically.
When you’re ready to get your survey live on your website, head back to ConvertFlow’s campaign builder and click “Launch”.
Depending on the campaign type you chose, you’ll have different targeting options:
For our popup, we’ll set the campaign to show on the thank you page:
With your code placed and any targeting conditions set, toggle the campaign activation switch to turn the campaign on.
Congrats! Your Shopify survey is live 🚀 Customer responses will be recorded in your campaign’s dashboard.
In ConvertFlow, you can build all the Shopify surveys you need without the help of a developer. ConvertFlow gives you the flexibility and advanced functionality to create surveys for different marketing campaigns, like:
Plus, you can split-test an unlimited number of variants to find the best performing versions of your surveys to ensure you’re not losing too many people at each stage.
Create a free ConvertFlow account and integrate