You may wish to send out on-site survey links via your email sending platform, such as Klaviyo.
On-site survey URLs accept url parameters that can associate survey responses to a customer id, an order id or an email address.
This guide provides a step-by-step process on how to include a link to your on-site survey (in this case, an abandoned checkout survey) within your Klaviyo email template and preload it with identifiable data.
This will involve appending a URL parameter to your survey URL and using a Klaviyo merge tag to provide the identifiable data.
Please note:
If you would like some help with this then please get in touch with our support team.
Locate and copy your unique survey URL
Within the survey view, click the More actions dropdown menu and select the Standalone survey link option:
The unique URL of your on-site/standalone survey page is then displayed:
Use the Copy icon to copy the on-site survey URL link to your clipboard
Before heading into Klaviyo we are going to modify our URL slightly by appending a URL Parameter to pass the Email address associated with the abandoned cart. It will look something like this:
https://mystore.myshopify.com/tools/survey/64b51408bf775?email=
Using URL parameters within your Standalone survey URL
The on-site survey page supports a number of variables that when incorporated into the URL can be used to identify the respondent, without them needing to enter their details.
To find out more on how to use this powerful feature to construct dynamic URLs, please see the following section in our main overview guide:
Sign into your Klaviyo account and click into the Email or Flow where you would like the survey link to be delivered:
Select Edit Email.
Within the Email Editor, open a text section where you would like to place your survey link, select your wording and click the Link icon.
Please note:
It's important that these steps are taken within a text section so that we have access to certain parameters. If you wish to have your link within a button, please follow the steps as stated here and then you can then copy the full URL into a button.
Paste in the URL from your clipboard and click the Apply button:
Inserting the Klaviyo merge tag
Before we finish, we will need to append a Klaviyo Merge Tag to the URL as a value for the email URL parameter.
Click on Add personalization and use the search box to locate the Email merge tag:
Select Email and then copy / cut the merge tag value. We will append this to our URL in the next steps:
Reselect your link and paste the Klaviyo merge tag value after the equals sign:
At this stage, your Survey URL will look something like this:
https://mystore.myshopify.com/tools/survey/64b51408bf775?email={{email|default:''}}
You may also wish to repeat the last few steps to include additional URL parameters for First and Last Names so that those fields are pre-filled when the survey is presented:
https://mystore.myshopify.com/tools/survey/64b51408bf775?email={{email|default:''}}&first_name={{first_name|default:""}}&last_name={{last_name|default:""}}
Now that we have the completed URL, if you wish to place this within a button or elsewhere within the email, just copy the modified URL for use with your button.
Click the Apply button
Click to Save & Exit
Click the Done button to finish editing your email
Finally, click to Exit the Flow and return to your Klaviyo admin area.
That's it! A link to your On-site survey page has now been included within your Klaviyo email.
Need any help?
If you have any questions about the content of this article or any other Grapevine Surveys related question, then please do just get in touch.