Integrating SurveySparrow with Shopify

Trigger surveys to Customers when the Order is completed or fulfilled in your Shopify store.

Step 1: Let’s start with installing and configuring the app. 

1. Once you set up a store on Shopify, you can install the SurveySparrow app with the help of our support team by sharing your store id.  Your Shopify Store ID is actually a combination of your store's name and domain. For example, if your store's name is “mystore” and your domain is “mystore.myshopify.com”, your Shopify Store ID would be “mystore.myshopify.com” 
2. Next, sign-up or log in to your SurveySparrow account.
3. Once you log in, create a new survey or open an existing one.

Step 2: Let’s configure the Trigger page

• To create a new trigger, click on the New Trigger + button.
  
• Enter the Trigger Name and Description for your future references. 
• Choose the survey type, survey name, and sharing options from the dropdown. 
• Click + New share if you wish to create a new dynamic email share.

Let’s see how the integration is set up. 

1. Once you set up a store on Shopify, you can install the SurveySparrow app with the help of our support team.

2. Next, sign-up or log in to your SurveySparrow account.

3. Once you log in, create a new survey or open an existing one.

Now, let’s Create Triggers based on events occurring in your Shopify Store

• Open the SurveySparrow app in Shopify.
• To create a new trigger, click on the New Trigger + button.
  

• Enter the Trigger Name and Description for your future references. 
• Choose the survey type, survey name, and sharing options from the dropdown. 
• Click + New share if you wish to create a new dynamic email share.

• Optionally, Set the delay conditions. In our example, we’ve set the delay as 2 days, which means your Email share will be triggered after 2 days once the status is changed based on the condition set.

• Now, scroll down to add a new condition.

• Select the condition under which you wish to trigger your survey. 
• Additionally, if you want to pass variables, you can easily do that in the payload section.
• Click Save to finish setting the trigger. 
  
  

Once the condition is met, the customer will receive an email survey as configured in the trigger.

For example, if you had configured the trigger to send an CSAT survey after order fulfillment, the customer will receive an email survey, as shown below.

Step 3: View all your Triggers in the Dashboard

On your SurveySparrow app dashboard, all the created triggers will be listed. Under each trigger, you can see the survey type, survey name, and share type.

• You can pause the live triggers simply by disabling the toggle. 
• In case you wish to edit/delete a trigger, you can do it effortlessly by clicking on the more option.
• To uninstall the App navigate to Apps → SurveySparrow and click delete. 

Note:

• SurveySparrow is a private app in Shopify. You will require our support team’s assistance to install the app.
• Dynamic email share lets you create an email share with minimal customizations. To have more customizations like uploading brand logos, brand names, color customizations, and so on, you will have to do that in your SurveySparrow account.
• It’s mandatory to choose Order or Customer as the object under trigger conditions. 

FAQs

1.Why is the SurveSparrow app not visible in the Shopify app store?

SurveySparrow app is yet to get approval from Shopify’s app submission team. However, it is available as a private app for Shopify users. Please reach out to our support team with your store ID to set up the integration

2. Is it mandatory to create an email share in SurveySparrow?

No. You can create an email share dynamically from the create trigger page.

3. Is SMS share available to trigger the surveys?

At present, we do not support SMS sharing for the surveys using Shopify integration. We will keep you posted about the updates regarding the share channels.

4. Can I create surveys from the SurveySparrow app in Shopify?

Currently, you can create surveys only from your SurveySparrow account. We’ll promptly inform you when we add the functionality to the SurveySparrow app in Shopify.

Please reach out to us if you have any questions. We are just a chat away!