As well as tagging at the survey level (e.g. tag an order or customer if they submit the survey), we also have a tagging feature on a per question basis.

Question level tagging will apply a customer tag and/or order tag that represents the answer provided by a respondent.

Tagging adds an extra layer of information that can then be pushed into Shopify or 3rd party Order Management, CRM or Email Marketing systems to provide powerful email flows or customer segmentation for retargeting.

Order and customer tags are visible when viewing customers or orders within the Shopify Admin area without needing to cross-reference them within the Grapevine Surveys app.

Customer and order tags can be set on a per question basis. If your survey contains multiple questions, you can choose which of these questions should apply tags to the customer or order record.

To activate customer and/or order tagging, begin editing your survey in the Survey Editor and select a question from the left hand pane.

Still in the left hand pane, scroll down to the bottom of the question, and you will see the Tagging options:

Tag orders

When checked, a response to this survey question will be applied as a tag on the associated Shopify order.

Tag customers

When checked, a response to this survey question will be applied as a tag on the associated Shopify customer record.

Tag prefixes

Checking either of these will reveal a further tagging setting to apply a tag prefix:

A tag prefix is a predefined string of text that will appear in front of the tag. For example, you might set a prefix of Answer, therefore the Grapevine survey tags might look like this:

This is how the tag would look on the Order or Customer in Shopify:

A tag prefix is optional. Leave the prefix field blank if you would prefer not to set a prefix.

Please do get in touch with our support team if you have any questions about tagging your orders or customers with survey responses.