Simple Steps to Integrate Zoho Survey With Shopify - Online Help Guide

Shopify

With this integration, you can send surveys to your Shopify customers using the Zoho Survey add-on while they complete each online order. Hear from them and stay informed about customer experience trends.

To install the Zoho Survey app in your Shopify account:

  1. Log on to your Shopify account. 
  2. Search for Zoho Survey in the Shopify App Store. 
  3. Click Zoho Survey
  4. Click Add App
  5. Click Install app
    Zoho Survey Shopify install app

To send out a survey to your Shopify users:

  1. Log in to your survey app using your Zoho account. If you don't have a Zoho account already, sign up to use the app. 
    Zoho Survey Shopify sign up
  2. You can send out the survey in the following ways: 
    1. Email Distribution 
    2. Embed Survey 
      Zoho Survey Shopify distribute survey

To send out a survey through email distribution: 

  1. Click Email Distribution, then select Orders to send out order-specific as well as product-specific surveys. Click Customers to send out surveys to a particular customer. 
  2. Click Event Triggers to trigger a survey when a particular Shopify event occurs. 
    Zoho Survey Shopify Distribution options
  3. Select an order. You can filter the orders based on various parameters. 
    Zoho Survey Shopify select order
  4. Click Actions, then select Send Survey
    Zoho Survey Shopify send survey
  5. Select the survey you want to send in the Select a Survey dropdown list. If you haven't created any surveys yet, click Create a New Survey, or select a survey from one of our pre-built templates. 
    Zoho Survey Shopify select survey
  6. Click Preview to take a quick look at the survey you selected. 
  7. Select a collector in the Collector dropdown list. 
  8. Click Next
  9. Select the 'from email address' in the Reply to dropdown list. 
    Zoho Survey Shopify select email address
  10. Type the name of the sender in the Name of the Sender field.  
  11. Select a recipient email address in the Send to list. 
  12. Type a subject in the Subject field. 
  13. Click or hover over the email template and click    to edit the email template or click Edit template at the top right corner. You can make edits to the default template that gets displayed here. Enable Use First Question if you want to use the first question to be shown in the survey cover page. If the first question is NPS, Star Rating, or Multiple Choice, the first question will be embedded in your email distribution. This replaces the Begin Survey button as a link to your survey. 
  14. Make edits to the title of the email template, if any, in the Title name box. If you do not make any changes to the title, it will take the name of the survey by default. 
  15. Click Background color and Font color palettes in the Header section to adjust them in the template. 
  16. Make edits to the button name in the  Button name  field, if required. 
  17. In the Button URL field, click + Add Parameter, to insert respondent variable from Shopify into your survey. 
  18. Type name, if, for example, you want to track the respondent's name. You can also select Product name and Order name to append into the URL as well as have these variables displayed in the customized message. 
  19. Click Select value dropdown and select either first name or last name. 
  20. Click OK. Similarly, you can also insert a direct value as a respondent variable. For example, type 'Organization' and, in Select value, click param-value and enter "XYZ Inc". 
  21. Make sure you have the corresponding custom variable for 'organization' created in survey. 
  22. Click Background color and Font color palettes in the Button section to adjust them in the button name. As part of our branding, we include the Zoho logo in the footer of all free plan surveys. You can only remove the footer if you have a paid plan. 
  23. Choose whether you want to show the default 'powered by Zoho Survey' option. 
  24. Click OK
  25. Click Send to distribute your survey through email. You can also save a draft version and send it later. 
Note: You can add up to 1000 email addresses per batch in an email campaign i.e. you can send 1000 emails at a time. 

To track your survey: 

  1. Click the survey you want to track from the list of published surveys. 
  2. Click Overview to view the following details. 
    Zoho Survey Shopify order overview
    1. Invitations - Displays the details of how many of your respondents have opened your invite, how many are yet to open it, if any email has been scheduled or bounced, or if someone has unsubscribed from your invite.  
    2. Collector list - Shows the collector from which the survey has been sent. You can also see the list of collectors here. 
    3. Responses - Displays the total number of responses, and the details of completed, partial, and disqualified responses. 
    4. Invite History - Displays the date and other details of each invite. Click View for a detailed history. You can also send reminders here. 
  3. Click Recipients to see the following details. 
    Zoho Survey Shopify order recipients
  1. Search Recipients - Search for a recipient by using keywords. 
  2. Email - Displays email addresses of the customers. 
  3. Order Number - Displays the order numbers. 
  4. Sent - Displays whether your invite has been sent. 
  5. Responded - Displays the response status of your survey. If they have responded, click View Response. This will take you to the reports section, where you can see the responses in detail. You will also be able to track the respondent variables applied here.  
  6. Filter - Filter your recipients based on various parameters. Click Go back to Campaigns List to see the list of surveys you have already sent. You can find the following here: 
    1. Store responses chart and all your distributions 
    2. Responses table with the date of distribution, name of the survey, response status, and distribution type 
    3. List of distributions 
    4. Filters to categorize the distributions 

To edit the email invite: 

  1. Click or hover over the email template and click    to edit the email template or click Edit template at the top right corner. You can make edits to the default template that gets displayed here. Enable Use First Question if you want to use the first question to be shown in the survey cover page. If the first question is NPS, Star Rating, or Multiple Choice, the first question will be embedded in your email distribution. This replaces the Begin Survey button as a link to your survey. 
  2. Make edits to the title of the email template, if any, in the Title name box. If you do not make any changes to the title, it will take the name of the survey by default. 
  3. Click Background color and Font color palettes in the Header section to adjust them in the template. 
  4. Make edits to the button name in the Button name field, if required. 
  5. In the Button URL field, click + Add Parameter, to insert respondent variable from Shopify into your survey. 
  6. Type name, if, for example, you want to track the respondent's name. You can also select Product name and Order name to append into the URL as well as have these variables displayed in the customized message. 
  7. Click Select value dropdown and select either first name or last name. 
  8. Click OK. Similarly, you can also insert a direct value as a respondent variable. For example, type 'Organization' and, in Select value, click param-value and enter "XYZ Inc". 
  9. Make sure you have the corresponding custom variable for 'organization' created in survey. 
  10. Click Background color and Font color palettes in the Button section to adjust them in the button name. As part of our branding, we include the Zoho logo in the footer of all free plan surveys. You can only remove the footer if you have a paid plan. 
  11. Choose whether you want to show the default 'powered by Zoho Survey' option. 
  12. Click OK
  13. Click Send to distribute your survey through email. You can also save a draft version and send it later. 
Note: You can add up to 1000 email addresses per batch in an email campaign i.e. you can send 1000 emails at a time.

To schedule an email invite or a reminder:

You can now automate an email distribution invite or a reminder to be sent out at a time you decide. Learn more about it here.

To search for a Shopify user to check if they have answered your survey:

Click Recipients and search using keywords.
Zoho Survey Shopify order recipients

To filter your recipients:

You can filter your recipients based on the following parameters: 
  1. All recipients 
  2. No responses 
  3. Partial responses
  4. Complete responses
  5. Disqualified responses 
  6. Opened 
  7. Unopened 
  8. Unsubscribed 
  9. Bounced 
  10. Not sent 
  11. Failed 
Zoho Survey Shopify order recipients

To set up a survey trigger when a particular event occurs in the Shopify account:

  1. Log in to your survey app using your Zoho account. If you don't have a Zoho account already, sign up to use the app. 
    Zoho Survey Shopify sign up
  2. Click Email Distribution, and select Event Triggers to trigger a survey when a particular Shopify event occurs. 
    Zoho Survey Shopify event trigger
  3. Select a Shopify event and follow the procedure to set up an email distribution whenever the following events occur: 
    Zoho Survey Shopify events
    1. Order Created 
    2. Order Fulfilled  
    3. Order Paid 
    4. Order Cancelled 
    5. Refund Created 
    6. Checkout Quit 
Note: You can only save the trigger here. You can't save a draft. 

To track your event trigger:

  1. Click the survey you want to track from the list of published surveys. 
  2. Click Overview to view the following details.
    1. Invitations - Displays the details of how many of your respondents have opened your invite, how many are yet to open it, if any email has been scheduled or bounced, or if someone has unsubscribed from your invite. 
    2. Collector list - Shows the collector from which the survey has been sent. You can also see the list of collectors here. 
    3. Responses - Displays the total number of responses, and the details of completed, partial, and disqualified responses. 
    4. Invite History - Displays the date and other details of each invite. Click View for a detailed history. You can also send reminders here. 
  3. Click Logs to see the following details. 
    Zoho Survey Shopify event trigger logs
    1. Email - Displays email addresses of the customers. 
    2. Order Number - Displays the order numbers. 
    3. Date - Displays the date on which the invitation was sent. 
    4. Sent - Displays whether your invite has been sent. 
    5. Responded - Displays the response status of your survey. If they have responded, click View Response. It will take you to the reports section where you can see the detailed response details. 
    6. Filter - Filter your recipients based on various parameters. 
  4. Click Go back to Campaigns List  to view the list of surveys you have already sent. You can find the following here:
    1. Store responses chart and all your distributions 
    2. Responses table with the date of distribution, name of the survey, response status, and distribution type 
    3. List of distributions 
    4. Filters to categorize the distributions 
      Zoho Survey Shopify response chart table

To send out a survey using the embed option:

  1. Click Embed Survey and perform the following instructions to embed the survey as code, on your order summary page, or in Shopify notifications. 
    Zoho Survey Shopify embed options

To embed a survey on your online store or product page using embed code:

  1. Select the survey you want to send in the Select a Survey dropdown list. If you haven't created any surveys yet, click Create a New Survey  or select a survey from one of our pre-built templates
    Zoho Survey Shopify embed code
  2. Click Preview to take a quick look at the survey you selected. 
  3. Select a collector in the Collector dropdown list. 
  4. Click Add Merge Tag to include Shopify variables in your survey responses. 
  5. Select a variable in the Select Variable dropdown list. 
  6. Click Create Custom Variable to create your own. 
  7. Select a Shopify variable in the Shopify variable dropdown list. 
  8. Click to add more variables. 
  9. Click to remove the variables you have added. 
  10. Click Generate Code
  11. Copy the HTML code. 
    Zoho Survey Shopify embed html code
  12. Select where you want to post the survey (themes, blog posts, pages) from the left pane. 
    1. If you select Pages or Blog posts, click Show HTML
      Zoho Survey Shopify show HTML
    2. If you select Themes, click Actions, and select Edit code
      Zoho Survey Shopify themes edit code
    3. Select any liquid file and paste the code in the editor and click Save
      Zoho Survey Shopify themes liquid files
  13. If you select Products, select any product, and click Show HTML. Paste the code in the description and click Save
    Zoho Survey Shopify product content editor
  14. Paste the code in the Content editor
  15. Click Save. You will be able to view the survey embedded on your online store. 
    Zoho Survey Shopify product online store

To save your customer information in your survey report:

  1. Select the survey you want to send in the Select a Survey dropdown list. If you haven't created any surveys yet, click Create a New Survey or select a survey from one of our pre-built templates.
  2. Click Add Merge Tag to include Shopify variables in your survey responses.
  3. Select a variable in the Select Variable dropdown list.
  4. Click Create Custom Variable to create your own.
  5. Select a Shopify variable in the Shopify variable dropdown list.
  6. Click to add more variables.
  7. Click X to remove the variables you have added.

To embed a survey on your order summary page:

  1. Select the survey you want to send in the Select a Survey dropdown list. If you haven't created any surveys yet, click Create a New Survey or select a survey from one of our pre-built templates. 
  2. Click Preview to take a quick look at the survey you selected. 
  3. Select a collector in the Collector dropdown list. 
  4. Click Add Merge Tag to include Shopify variables in your survey responses. 
  5. Select a variable in the Select Variable dropdown list. 
  6. Click Create Custom Variable to create your own. 
  7. Select a Shopify variable in the Shopify Variable dropdown list. 
  8. Click to add more variables. 
  9. Click X to remove the variables you have added. 
  10. Click Embed Survey. The survey will be displayed on the order summary page when an order is complete and view the responses in your survey reports section. You can only create one distribution under this category.   
    Zoho Survey Shopify embed survey on order summary page

To send surveys along with Shopify notifications:

  1. Select the survey you want to send in the Select a Survey dropdown list. If you haven't created any surveys yet, click Create a New Survey or select a survey from one of our pre-built templates. 
  2. Click Preview to take a quick look at the survey you selected. 
  3. Select a collector in the Collector dropdown list. 
  4. Click Add Merge Tag to include Shopify variables in your survey responses. 
  5. Select a variable in the Select Variable dropdown list. 
  6. Click Create Custom Variable to create custom variables. 
  7. Select a Shopify variable in the Shopify Variable dropdown list. 
  8. Click + to add more variables. 
  9. Click X to remove the variables you have added. 
  10. Click Generate Code
  11. Copy the HTML code. 
    Zoho Survey Shopify embed survey in notifications
  12. Click Settings and select Notifications to navigate to the Shopify notifications page
    Zoho Survey Shopify notifications page
  13. Select the Shopify event you want to use. 
  14. Paste it in your corresponding Shopify event notification Email body (HTML). Or, you can paste the survey link in the SMS content template. 
    Zoho Survey Shopify notifications page
  15. Click Save. You'll receive a survey along with an email or SMS notification from Shopify. 
  16. Click Preview to take a look at how your survey would appear. 

To remove this integration:

  1. Click Apps on the left pane. 
  2. Click the delete icon next to Zoho Survey. 
    Zoho Survey Shopify remove integration
  3. Fill in the feedback fields and click Remove.

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