Our flexible survey publishing options allow you to present surveys at each stage of the customer journey.

Whether it's a post-purchase survey widget on the order thank you page or an on-site survey, this article explains how to present your surveys to customers at the right time, on the right channel.

Once you've created a survey, you'll need to decide how and when that survey should be presented to a customer. Managing the visibility of your surveys is how you control how they are presented and this is controlled on a per survey basis.

If you've created a "How did you hear about us?" survey, then you'll probably want that survey to appear on the Order Thank You (OTY) page immediately after a successful checkout on your Online Store.

If you sell in person using Shopify POS, you'll probably want to ask the same or similar survey question after a customer has made an in-store purchase.

Perhaps you're interested in collecting feedback from customers related to their overall experience of using your store. Our on-site surveys channel provides the opportunity to create a different survey for each customer touch-point, allowing you to include the unique survey URLs in your Shopify Notifications templates or distribute them via the marketing tools of your choice.

Setting the visibility of a survey controls how and where your surveys will appear. We refer to these visibility options as channels and surveys can be published across more than one channel at the same time.

We also have options within the thank you page / order status page channel to present a different survey to either new customers or returning customers.

You can even publish a different survey for each Shopify POS location that you operate.

This allows a more focused survey question based on the potential differences in clientele at each location where you sell in person.

When survey responses are submitted, we also capture the channel that the survey was submitted from, providing insight into which channels are collecting the most survey responses.

Let's take a look at the options for managing the visibility of your surveys. We have defined the following as channels to which you can publish your surveys to:

A survey widget will appear at the top of the order thank you page after a successful checkout on your online store. The survey widget will also appear on the order status page if the survey has not already been taken and a customer revisits their order status.
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​This is a survey that is presented within a dedicated survey page, dynamically created by the app, hosted on your store using your theme's header, footer and styling. It produces a unique URL that can be included in your marketing automation messages to request customers to complete a survey.
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For teams building out headless Shopify solutions, this option lets you embed your survey into any web page, on any domain.

For asking in-person survey questions to customers via the Shopify POS app immediately after checkout. The survey can be accessed from the Shopify POS Order Summary screen by clicking on the Complete Survey tile within the APPS section on the right hand side of the screen.

Each survey's visibility can be controlled via the Manage Visibility panel to the right of the survey editor:

The survey editor can be accessed by choosing to edit one of your surveys.

You can then select which of the channels you'd like your survey to be visible on.

If you try to enable a survey for a channel that already has an active survey, a warning dialogue will appear stating the name of the currently active survey that will be replaced by choosing this channel:

If you run seasonal or campaign driven surveys, you may wish to deactivate a survey across all channels to prevent it from being displayed.

Equally, you may have just created a survey, but are not yet ready to publish it on any of your available channels.

To do this, make sure that all channels are unchecked before saving. You will then be presented with a dialog for you to confirm that your survey will be unpublished:

The following articles linked below explain how to set the visibility of your surveys across different channels:

Don't forget to add your survey to the Thank You and Order Status pages within the checkout editor.

Displaying a survey to returning customers
​Displaying a survey to new customers
​Displaying more than one survey on the Order Status Page

Publishing an on-site survey page

Embedding surveys into Shopify headless storefronts

Collect survey responses via Shopify POS

How do I know, at a glance, which channel my surveys are published to?

Tags for each visible channel will appear next to the survey title:

Channel visibility can be updated at any time by managing the visibility of the survey in the survey editor.

What if we don't use Shopify's order thank you page or order status page?

For customers that utilise apps like One Click Upsell, or any other offsite checkout, please take a look at our article on embedding surveys into Shopify headless storefronts.

Can I send the survey as an email?

The survey can't be sent as an email, however, you can use our on-site survey feature to include a link to the survey in your Shopify notification emails or preferred marketing automations tool.

Read more about our On-site survey pages overview.

Can the survey be displayed as a pop-up on the thank you or order status page?

I'm afraid this is not possible with Shopify's latest app block compatible post-purchase pages.

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.