> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://docs.simesy.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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.

# Step 1: Create your first survey

To get started, click **Add button** button

![](https://storage.crisp.chat/users/helpdesk/website/96388e4db5ffa000/cleanshot-2024-07-03-at-120020_1d9t4bn.png)

# Step 2: Add questions to your survey

The app includes 4 different question types

* **Radio**
  ![](https://storage.crisp.chat/users/helpdesk/website/96388e4db5ffa000/cleanshot-2024-07-03-at-120649_1seyksl.png)
* **Dropdown**
  ![](https://storage.crisp.chat/users/helpdesk/website/96388e4db5ffa000/cleanshot-2024-07-03-at-120730_19x2e6i.png)
* **Checkbox**
  ![](https://storage.crisp.chat/users/helpdesk/website/96388e4db5ffa000/cleanshot-2024-07-03-at-120755_1ty0z0i.png)
* **Textarea**
  ![](https://storage.crisp.chat/users/helpdesk/website/96388e4db5ffa000/cleanshot-2024-07-03-at-120815_ooktkj.png)
* **NPS**
  ![](https://storage.crisp.chat/users/helpdesk/website/96388e4db5ffa000/cleanshot-2024-07-03-at-120836_5oayfu.png)

# 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

${vimeo}[Activate the survey with Checkout Extensibility](974802965)

# Step 6: Preview your survey

There are 2 ways to preview your survey

1. 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.

2. 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

![](https://storage.crisp.chat/users/helpdesk/website/6bd07d6364fef800/d12548ff-f549-49ab-93ad-262153_vdz6q2.png)