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
1
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.
2
Choose the Right Tool and Customize- Select a user-friendly survey tool that integrates with Shopify, and style it to match your brand seamlessly.
3
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.

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:

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

Using Embedded Code:

  1. Get the embed code from your survey tool.
  2. Head to your Shopify admin panel.
  3. Navigate to Online Store > Themes > Customize.
  4. Select Cart from the page selector dropdown.
  5. 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 trace back to ancient Egypt and Rome

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.