How to Add a Survey/Questionnaire Before the Checkout on Shopify

Last modified: September 16, 2024

Adding a survey before checkout on your Shopify store is a great way to gather valuable customer insights and enhance their shopping experience. Here’s a quick guide to help you set it up effectively.

Key Takeaways

Define Your Purpose and Keep It Short- Know why you’re adding the survey and stick to 3-5 relevant questions to respect your customers’ time.

Choose the Right Tool and Customize- Select a user-friendly survey tool that integrates with Shopify, and style it to match your brand seamlessly.

Test, Launch, and Act on Feedback- Test the survey for smooth functionality, go live, and use the insights to enhance your store and customer experience.

Recommended: 10 Best Shopify Survey Apps – 2025

#	Name	Image
1		Reputon Customer Reviews App
2		Popup
3		Feedback Rebates
4		NPS Survey Feedback Poll
5		Zigpoll ‑ Survey & Form Popup
6		Survey & Poll \| Feedback Forms
7		Replay Site Recorder & Surveys
8		Enquire Post Purchase Survey
9		Grapevine Post Purchase Survey
10		Post‑Purchase Survey Question
Show More

How to Add a Survey/Questionnaire Before Checkout on Shopify

Adding a survey before checkout on your Shopify store can be a game-changer, giving you the scoop straight from your customers. Here’s a fun and easy guide to help you set it up:

Step 1: Know Your Why

Why do you want a survey? Do you want feedback on the shopping experience, product love, or who your customers are? Knowing your goal helps you ask the right questions.

Step 2: Pick Your Weapon

Choose a survey tool that plays nice with Shopify. Some cool options are Google Forms, Typeform, SurveyMonkey, and Shopify apps like EnquireLabs or Post-Purchase Survey.

Step 3: Create Your Masterpiece

Design your survey with your chosen tool. Keep it short and sweet—3 to 5 questions max. Make sure they’re relevant to their shopping experience. Mix it up with different question types (multiple choice, ratings, open-ended) to keep it fun.

Step 4: Style It Up

Make your survey look like it belongs. Match your brand’s colors, fonts, and add your logo to make it seamless and stylish.

Step 5: Add It to Your Shopify Store

Using an App:

Install a survey app from the Shopify App Store.
Follow the app’s easy-peasy instructions to integrate the survey with your checkout process.

Using Embedded Code:

Get the embed code from your survey tool.
Head to your Shopify admin panel.
Navigate to Online Store > Themes > Customize.
Select Cart from the page selector dropdown.
Add an HTML section (if your theme allows) or go to Actions > Edit Code > Templates > cart.liquid to paste the code directly.

Step 6: Test, Test, Test

Give your survey a test drive to make sure it’s working like a charm and doesn’t mess up the checkout process. Check it out on both desktop and mobile to ensure it looks fab everywhere.

Step 7: Launch and Watch

Hit go and watch your survey in action. Keep an eye on how it’s doing and be ready to tweak based on feedback.

Step 8: Put Feedback to Work

Regularly dive into the survey results. Use the insights to jazz up your store, products, and overall customer experience. Share the golden nuggets with your team and make smart moves.

By following these steps, you’ll easily add a survey before checkout on your Shopify store, get valuable customer insights, and take your business to the next level.

Does Shopify Offer this Function?

Currently, Shopify does not have the features to allow you to add a survey at the checkout page. There are options where you can create custom coding that can create this option on your website. However, if you’re going to do this, you’ll need an expert in Shopify and this can be very expensive. There are other, less costly, options that are available to you.

For instance, you can use an app. There are numerous Shopify apps that can help you get feedback from customers in such a way that can prevent more people abandoning their cart on your website.

Customer Guru

One option is using the Customer Guru app. This app allows you to build surveys that include A/B tested subject lines and implement them on your website. Surveys can be written in different languages, so those with a worldwide audience could benefit from this app.

The app is very versatile and can get more responses thanks to the level of detail that you can go into. In addition, you can get automated reports that explain specific customer behaviors on your website.

POWR Survey & Feedback Forms

POWR is a great app that offers you 20 fields where you can collect information from customers and visitors to understand their behaviors. This can also be used to collect information from those who are shopping in your physical store, so it is a powerful app for you.

The app can integrate easily with Google sheets, so you can track information and analyze results really easily. You can also customize the survey with personable information such as emojis, colors and custom fonts.

Enquire Post Purchase Survey

This app has a development team that claims it has a 50% completion rate. Therefore, you can gain a lot of insightful information, if the claim is accurate. You can also share lots of information, such as where they heard about your store.

This can help you plan for future marketing campaigns, sales in the future and more activities that can help you grow your business.

Grapevine Post‑Purchase Survey

Grapevine can analyze lots of different aspects of your customers’ behaviors and get to the details. It will also attach the exact amount that the customer spent, something that can help you link behavior and feedback to actual spend.

All this information can be used by your marketing team for better results.

Things to Think About Before Adding a Survey/Questionnaire Before Checkout on Shopify

Know Your Goal

Be clear about why you’re adding the survey. Are you looking for feedback, trying to improve the shopping experience, or curious about your customers? Clear goals help you design a better survey.Keep It Short

Don’t overload your customers with too many questions. Stick to 3-5 quick ones to keep it short and sweet, especially since they’re about to check out.

Stay Relevant

Make sure your questions are directly related to their shopping experience. Relevant questions are more likely to get honest, helpful answers.

Offer a Reward

Give them a reason to fill out the survey. A small discount or special offer for completing the survey can really boost participation.

Pick the Right Moment

Decide when to show the survey. It could be right before checkout, after they’ve made a purchase, or in a follow-up email. The timing can affect how many people fill it out.

User-Friendly Design

Make the survey easy to fill out and nice to look at. Use simple language, clear instructions, and ensure it works well on mobile devices.

Privacy Matters

Let your customers know their answers are safe with you. Be clear about how you’ll use their data and make sure you follow privacy rules.

Optional vs. Mandatory

Think about whether the survey should be optional or mandatory. Optional surveys are less pushy, but mandatory ones might get more responses.

Show You Care

Plan to use the feedback you get. Share insights with your team and make improvements based on what customers say. Showing you listen can build customer loyalty.

Smooth Integration

Ensure the survey fits seamlessly with your Shopify store. It should enhance the checkout process, not disrupt it or cause technical issues.

The Awesome Evolution of Surveys and Questionnaires

Surveys and questionnaires are indispensable tools today, but their history is a thrilling journey from ancient times to the digital age.

Ancient Roots: Where It All Began

Surveys trace back to ancient Egypt and Rome, where censuses collected data on populations and resources. Roman emperors, like Augustus, used these early surveys to manage their vast empires.

Renaissance Rebirth: Structuring the Inquiry

Fast forward to the Renaissance, when data collection became more organized. The Domesday Book of 1086, commissioned by William the Conqueror, is a standout example, documenting land and resource ownership in England.

18th and 19th Centuries: Shaping Modern Surveys

The 18th and 19th centuries saw surveys become more formalized. The 1851 UK Census introduced innovative data collection techniques, setting the stage for future surveys.

20th Century: The Golden Era

The 20th century was a game-changer. Statistical sampling and figures like George Gallup revolutionized public opinion polling. Gallup’s methods accurately predicted the 1936 U.S. presidential election, proving the power of well-designed surveys.

Digital Revolution: Surveys Go Online

The internet revolutionized surveys. Tools like SurveyMonkey and Google Forms made creating, distributing, and analyzing surveys easier than ever. Social media and mobile tech expanded their reach globally.

Today and Beyond: The Future of Surveys

Today, surveys are crucial in every field. Advances in AI and machine learning promise even deeper insights and predictive power. From ancient censuses to modern online tools, surveys have evolved to meet society’s needs, driving informed decisions and understanding.

The history of surveys is a testament to human curiosity and our quest for knowledge, guiding us toward a more connected and informed future. From the ancient past to the digital present, surveys have been and will continue to be, essential tools for progress.

Keep Reading

You need to learn more about how your customers think when they’re buying off your store. Therefore, you might want to add a questionnaire or a survey that sits before the checkout process to gain insight into their thoughts and opinions. Their feedback can help you make business decisions.

For instance, they can let you know whether customers would be delighted by a subscription offer and would a free shipping discount/general discount be more welcome by the customers. Or it could be about the prices or the website design and whether improvements can be made.

Collecting information early has some advantages. It normally means that you get more feedback from the visitors on your website. This can be really beneficial for your website’s long term plans. But it can also reduce the number of sales you make as it becomes a barrier to purchasing. But for short term projects, it can be a great option.

Order Management and Pre-Checkout Surveys

Optimizing the checkout process and efficiently managing orders are paramount for ensuring smooth transactions and customer satisfaction. Integrating a pre-checkout surveys can offer invaluable insights into customer preferences and behaviors for enhanced user experiences and informed decision-making.

Utilizing a survey before checkouts can help in shortening the purchasing path by gathering necessary information upfront, thereby reducing the number of steps required to complete a transaction.

For businesses operating both online and offline, collecting relevant information beforehand serve as a method for gathering customer feedback and preferences, even for businesses that wants to limit attendance in their physical stores. Sending checkout links for draft orders can facilitate remote transactions while preserving the personalized touch of in-store interactions.

Pre-checkout surveys can provide insights into what customers are adding to their carts and why, helping businesses understand purchasing patterns and preferences. This information can inform decisions about product placement, pricing strategies, and promotional efforts.

Pre-checkout surveys can facilitate advanced features and customizations such as duplicating discounts, merging orders, deleting abandoned checkouts, and changing fulfillment locations based on customer preferences. This level of customization not only enhances the checkout experience but also improves order management efficiency.

Incorporating a survey before checkouts serves as a proactive approach to gather valuable customer feedback, enhancing decision-making processes and fostering long-term relationships with clientele.

Adding a survey/questionnaire to your Shopify store is really easy with an app. There are free apps available and some premium options. If you don’t want to use an app, there is always custom coding as well.

Conclusion: How to Add a Survey/Questionnaire Before the Checkout on Shopify

Adding a survey before checkout on your Shopify store can be a game-changer! It’s like getting a sneak peek into your customers’ minds. To make it work, here’s the playbook:

First, know your goal—why are you doing this? Keep it short and sweet, because no one likes a never-ending questionnaire, especially when they’re ready to buy. Make sure your questions are relevant, so you get the good stuff.

Offer a little treat for their time—a discount or special offer works wonders. Timing is everything, so choose the perfect moment to pop the survey, be it before checkout, after purchase, or in a follow-up email.

Make it user-friendly and easy on the eyes. Remember, clear language and mobile-friendliness are your best friends here. Reassure them about their privacy; nobody likes to feel spied on. Decide if it’s going to be optional or mandatory—each has its perks.

And finally, make sure the survey slips into your checkout process like it was always meant to be there—no hiccups allowed! Use the golden nuggets of feedback to spruce up your store and show customers you’re all ears.

Happy surveying, and may your insights be plentiful and your customers delighted!

FAQs

Is it possible to segment survey respondents based on their answers?

Yes, some Shopify survey apps provide segmentation features. This allows you to categorize respondents based on their answers, enabling targeted follow-up actions or marketing strategies.
Can I track survey responses in real-time on Shopify?

Yes, some Shopify survey apps offer real-time tracking features. This allows you to monitor responses as they come in, providing immediate insights into customer feedback and behavior.
How can I analyze the data collected from Shopify surveys?

Shopify survey apps often come with analytics tools. These tools help you analyze survey data, understand customer trends, and make informed decisions based on customer feedback.
Can I add a survey or questionnaire before checkout on Shopify?

Yes, you can add a survey or questionnaire before checkout using Shopify apps or custom code. Apps like Zapiet or Orderify help create forms for customer feedback or data collection.
What apps can help me add a survey or questionnaire before checkout?

Popular apps include Shopify Forms, Tidio, Enquire Labs Post-Purchase Surveys, Growave, and Order Bump. These allow you to gather information during or after checkout.
How do I add a survey using Shopify’s built-in features?

Shopify doesn’t natively offer pre-checkout surveys, but you can use Shopify’s custom fields (via Shopify Scripts) to create additional fields during checkout for survey purposes.
Can I add multiple-choice questions in a survey?

Yes, apps like Enquire Labs allow you to add multiple-choice questions that customers can answer before completing the checkout process.
Will adding a survey affect the checkout flow?

It depends on how it’s implemented. A well-designed survey won’t disrupt the user experience, but overly long surveys may lead to abandoned carts, so keep them short and easy to complete.
Can I collect feedback after checkout instead of before?

Absolutely. Post-checkout surveys are a great alternative and can be added via email or order confirmation pages using tools like Enquire or Gorgias.
How do I ensure my survey matches my store’s branding?

Most survey apps, like Shopify Forms and Growave, offer customization options for colors, fonts, and layouts to match your store’s theme.
Can I add a survey to the checkout page using Shopify Scripts?

No, Shopify Scripts doesn’t allow adding fields to the checkout directly. You will need Shopify Plus to fully customize the checkout process, or you can embed a pre-checkout form using apps.
How do I collect customer feedback on shipping preferences?

You can add a survey question about shipping preferences either during the cart process or after checkout using apps like Post-Purchase Surveys or custom coding.
Is it possible to offer discounts or incentives for survey completion?

Yes, some apps, such as Growave or Referral Candy, allow you to provide discounts or rewards when customers complete a survey.
How do I create conditional logic in my surveys?

Apps like Typeform or Tidio offer conditional logic features, enabling different questions to appear based on the customer’s previous responses.
Can I gather customer demographic information with a pre-checkout survey?

Yes, apps like Shopify Forms and Enquire allow you to ask demographic-related questions, such as age or location, before checkout.
Can I require customers to answer the survey before completing their order?

Yes, you can set the survey as a required step by using apps like Shopify Forms or custom coding solutions, but ensure that this doesn’t discourage purchases.
Can I add a survey popup on the cart page?

Yes, apps like Tidio or Justuno allow you to add pop-up surveys triggered when customers reach the cart or product page.
How do I analyze the survey data collected?

Most apps like Enquire Labs and Shopify Forms have built-in analytics dashboards where you can track responses and integrate with Google Analytics or CRM tools.
Will adding a survey slow down my checkout process?

If the survey is implemented correctly using lightweight apps or custom code, it shouldn’t significantly slow down the process. Always test the impact on page speed before going live.
Can I A/B test different survey versions?

Yes, tools like VWO or Google Optimize can be used alongside your survey tool to test different versions and see which ones yield the best completion rates.
Can I add open-ended questions to my Shopify pre-checkout survey?

Yes, most survey apps allow for both multiple-choice and open-ended questions, making it easy to collect detailed feedback from customers.