How to Add a Post-Purchase Survey in Shopify
Step 1: Set Up the Survey in Lifetimely
1. Open the Lifetimely app.
2. Navigate to Attribution > Post-Purchase Survey.
3. Set up your survey and hit Save.
Customizing Your Survey
- Show or hide default answers by clicking the eye icon on every option, or add additional answers relevant to your campaigns.
- The option to randomize answers is enabled by default, but you can manually reorder them if needed.
- Customize the question and confirmation message to match your brand.
NOTE: Your survey is saved as a Draft and will not be visible to customers until it has been added to your Shopify storefront via Shopify Admin and published in Lifetimely.
Step 2: Add the Survey to Your Shopify Store
- If using Shopify Extensibility Checkout, follow Step 2A.
- If on Shopify’s legacy checkout, follow Step 2B.
Step 2A: Add the Survey Using Shopify’s Extensibility (New Checkout Flow)
1. In Shopify, go to Settings > Checkout.
2. Select Customize to open the checkout editor.
3. Select the Apps icon on the left panel.
4. Locate Lifetimely - Attribution Survey and select + (Add).
5. In the pop-up, select Thank You as the placement.
6. Confirm the placement of your survey and select Save.
Step 2B: Add the Survey Using Shopify’s Legacy Checkout Flow
1. In Shopify, go to Settings > Checkout.
2. Scroll down to the Order status page additional scripts section.
3. Paste the provided survey script into the Additional scripts text box:
<script defer async src="https://assets.insights.useamp.com/extensions/legacy-attribution-survey.prod.js"></script>
4. Select Save.
Step 3: Publish and test your survey
1. Once you've added the survey via Shopify Admin, head to Lifetimely and enable Publish.
2. To test, place a test order using Shopify’s Bogus Gateway: Shopify Test Orders.
3. You will start seeing data in the Survey Results tab in Lifetimely once your customers start responding to your survey.