Getting started with Smartify
Smartify allows you to add survey to Order Confirmation / Order Status page so that you can gather feedback from your customers.
To get started, click Add button button
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The app includes 4 different question types
Radio
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Dropdown
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Checkbox
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Textarea
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NPS
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Survey title - The title of survey
Survey intro - The introduction or additional context or guidance on answering the survey question
Thank you message - Once the survey response has been submitted, the survey is hidden and this line of text is presented to the customer thanking them for taking the time to submit your survey.
Button text - The text of submit button
Button background color & text color - The background color and text color of submit button
There are currently two options available for survey targeting:
Target customers - This option allows you to target questions to all, new, or returning customers.
Target products - This option allows you to target questions to order that contains specific products.
If you've upgraded to Shopify's new Checkout Extensibility, you'll need to add the survey app block to your Thank You Page and Order Status Page. If not, you can skip this step
There are 2 ways to preview your survey
Place an order on your store: Placing an order on your store will allow you to view the survey on your Order Confirmation / Order Status page. You will then receive exactly the same experience as your customers.
View an existing order status page: go to Shopify Admin > Orders > Sselect any order from your orders list -> Click on the More actions dropdown -> Select View order status page option
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Step 1: Create your first survey
To get started, click Add button button
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Step 2: Add questions to your survey
The app includes 4 different question types
Radio
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Dropdown
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Checkbox
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Textarea
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NPS
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Step 3: Customize the look
Survey title - The title of survey
Survey intro - The introduction or additional context or guidance on answering the survey question
Thank you message - Once the survey response has been submitted, the survey is hidden and this line of text is presented to the customer thanking them for taking the time to submit your survey.
Button text - The text of submit button
Button background color & text color - The background color and text color of submit button
Step 4: Configure targeting rules
There are currently two options available for survey targeting:
Target customers - This option allows you to target questions to all, new, or returning customers.
Target products - This option allows you to target questions to order that contains specific products.
Step 5: Activate the survey with Checkout Extensibility
If you've upgraded to Shopify's new Checkout Extensibility, you'll need to add the survey app block to your Thank You Page and Order Status Page. If not, you can skip this step
Step 6: Preview your survey
There are 2 ways to preview your survey
Place an order on your store: Placing an order on your store will allow you to view the survey on your Order Confirmation / Order Status page. You will then receive exactly the same experience as your customers.
View an existing order status page: go to Shopify Admin > Orders > Sselect any order from your orders list -> Click on the More actions dropdown -> Select View order status page option
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Updated on: 03/07/2024
Thank you!