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

Shopify

Integrating Shopify with Zoho Survey's email distribution feature is a powerful solution for businesses aiming to gather valuable feedback and insights from their customers. Shopify merchants can effortlessly distribute surveys to their customers through Zoho Survey's email platform to streamline feedback collection, better understand customer preferences, enhance product offerings, and improve overall customer satisfaction. They can also optimize their marketing strategies and drive enhanced engagement—all within a user-friendly and efficient ecosystem.

Use Case:

You are a marketing executive at a clothing company and want to gather post-purchase feedback from your customers. To do this, Use Zoho Survey's email distribution with Shopify. Schedule and send tailored surveys to customers after they make a purchase, collecting insights on product satisfaction, shipping experience, and overall shopping journey. Analyze responses to refine product offerings, improve customer service, and enhance the online shopping experience, driving higher customer loyalty and sales.

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. 
  2. Click Create New after opening the Zoho Survey app.
  3. Zoho Survey Shopify sign up
  4. Select the survey you want to send from the Select a Survey dropdown list.
  5. Select a collector from the Collector dropdown list. 
  6. Click Next
  7. Click on the Templates dropdown. 
    1. To select an existing email template, click on Select an existing email template. Select a template and click Use Template.
    2. To save the current template for future use, click Save as templateFrom here, you can choose to overwrite an existing email template or create a brand new template.
  8. Enter the subject of your email in the Subject textbox. You can insert variables by clicking Insert Variable.
  9. To edit the email contents, click on Edit Message.
    1. From here, you can edit the Header, Body, and Survey Link sections. Enter the title in the Title Name textbox.
    2. Click the Background Color and Font Color palettes in the Header section to adjust the colors of the template.
    3. Enter the body of the email in the Rich Text Editor.
    4. Set the survey link display type to Button format or Question Embed format.
      1. If you choose Button: 
        1. Enter the button label in the Button Label textbox.
        2. Click the Background Color and Font Color palettes in the Button section to adjust the colors of the button name.
      2. If you choose Question Embed:
        1. Choose the question to be embedded in the dropbox.
    5. Add a URL parameter by clicking + Add ParameterEnter the URL and select a value. Click + to add more parameters and X to delete a parameter. 
    6. Click the Select Value dropdown and select value. Similarly, you can insert a direct value as a respondent variable. For example, type "Organization" and under Select Value, click Param-Value and enter "XYZ Inc." Make sure you have created a corresponding custom variable for "Organization" in the survey.
    7. Select Show "Powered by Zoho Survey" in the footer preferences if you wish to display the message.
    8. Click OK.
  10. Click Next.
  11. Enter the sender's name in the Sender Name textbox.
  12. Choose the "from" email address from the From dropdown.
  13. Choose the replying email address from the Reply to dropdown and click Next.
  14. Select your recipients from the Select your Recipient dropdown list. The recipient list is categorized byusers' attending status and ticket type. If you haven't yet added any attendee email addresses, please add them and refresh the page to proceed. 
  15. Click Next
  16. To send the email immediately, click SEND NOW under Immediately.
  17. To schedule the email, click SCHEDULE under At Scheduled Time. You can choose the date and time from their respective dropdowns to schedule the email.
  18. Select Send Periodically to send the email regularly over a defined period and set the interval. Set the start and end date othe Start Date and End Date calendars respectively.
  19. Click the Set Interval dropdown to select the interval and time at which the email invite should be sent out. 
  20. If you want to set a custom interval, click Custom Interval and select the interval and date from the dropdown.
  21. Click Schedule.

To send out a survey through email distribution: 

  1. Click Email Distribution. Select Orders to send out order-specific and product-specific survey,or Customers to send 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 survey to send by clicking the Select a Survey dropdown
    Zoho Survey Shopify select survey
  6. To view the survey, click View
  7. Select a collector in the Select a Collector dropdown list. 
  8. Click Next
  9. On the Compose Email screen, click the Templates dropdown. 

      1. To select an existing email template, click Select an existing email templateChoose a template and click Use Template.

      2. To save your current template for future use, click Save as Template. From here, you can choose to overwrite an existing email template or create a brand new template

  10. Zoho Survey Shopify select email address 
  11. Enter the subject of your email in the Subject textbox. You can insert variables by clicking Insert Variable
  12. To edit the email contents, click on Edit Message.

      1. From here, you can edit the HeaderBody, and Survey Link sections. Enter a title in the Title Name textbox.

      1. Click the Background Color and Font Color palettes in the Header section to adjust the colors of the template.

      1. Enter the body of the email in the Rich Text Editor.

      1. Set the survey link display type to Button format or Question Embed format.

        1. If you choose Button: 

          1. Enter the button label in the Button Label textbox.

          1. Click the Background Color and Font Color palettes in the Button section to adjust the colors of the button name.

        1. If you choose Question Embed:

          1. Choose the question to be embedded in the dropbox.

      1. Add a URL parameter by clicking + Add Parameter and select the value. You can insert the respondent variable from Shopify into your survey. Click + to add more parameters and X to delete a parameter.

      1. Type name. If, for example, you want to track the respondent's name, you can append the Product Name and Order Name to the URL, or display these variables in your customized message.

      1. Click the Select Value dropdown and choose a value. Similarly, you can insert a direct value as a respondent variable. For example, type "Organization" and under Select Value, click Param-Value and enter "XYZ Inc." Make sure you have created a corresponding custom variable for "Organization" in the survey.

      1. Select Show "Powered by Zoho Survey" in the footer preferences if you wish to display this message.

      1. Click OK.

    1.  Click Next.

    1.  Enter the sender's name in the Sender Name textbox.

    1.  Choose the "from" email address from the From dropdown.

    1.  Click Next.

    1.  The email addresses selected from the Orders section will be displayed in the Send To section.

    2. Click Next.

    3. To send the email immediately, click SEND NOW under Immediately.

    4. To schedule the email, click SCHEDULE under At Scheduled Time. You can choose the date and time from their respective dropdowns to schedule the email.

    5. Select Send Periodically to send the email regularly over a defined period and set the interval. Select the start and end date from the Start Date and End Date calendars respectively.

    6. Click the Set Interval dropdown to select the interval and time at which the email invite should be sent out.

    7. If you want to set a custom interval, click Custom Interval and select the interval and date from the dropdown.

    8. Click Schedule.

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 the 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 the draft saved tag on the email template and click    to edit the default email template.
  2. Edit the contents of the email invitas described above and click OK.
Note
  • You can add up to 1,000 email addresses per batch in an email campaign (i.e. you can send 1,000 emails at a time).

  • Only verified domains in DKIM can be displayed as "from" addresses. If the domain is not configured, the default "from"address will be "survey@invitation.zohosurvey.com".


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 the 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 the 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 in 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.
The integration of Shopify with Zoho Survey's email distribution feature empowers businesses to gather customer feedback effortlessly. This seamless connection enhances marketing strategies, elevates product offerings, and fosters stronger customer relationships, ultimately driving success in a competitive market.

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