The agentic survey system for Shopify

UserLoop supports Shopify's checkout extensibility, letting you add surveys to the thank you page and order status page through Shopify's drag-and-drop editor. Watch: UserLoop Shopify Checkout Extensibility Adding UserLoop to Your Checkout Pages Step 1. In Shopify Admin, go to Settings > Checkout and find the checkout customization option. Step 2. Select either the Order Status or Thank You page. We recommend adding the survey to both. Click Add App Block. Step 3. Select UserLoop from the list to add the survey block. Step 4. Drag the block to position it on the page. For best visibility, place it at the top of the Order Details section. Step 5. Save your changes. Which Survey Is Displayed? UserLoop displays whichever checkout survey you've marked as active in your UserLoop account. To change which survey appears, go to Surveys, select a different checkout survey, and click Activate Survey. Features Checkout extensibility surveys support: - Multi-language translations - Follow-up questions - Info Screens with headings, multi-line text, optional images, and no response field - Customer targeting (all, new, or returning customers) - Discount code rewards - Auto Proceed mode Need Help? If you have any questions about checkout extensibility, reach out to us via live chat and we'll be happy to help.

🛒 Checkout Surveys

Auto Proceed Mode

Auto Proceed automatically submits a customer's response and moves to the next question as soon as they select an answer. This creates a smoother survey experience and helps boost completion rates. How It Works When Auto Proceed is enabled, customers don't need to click a submit button after each answer. As soon as they tap or click their choice, the survey moves forward to the next question automatically. This is especially useful for single-select and rating questions. How to Enable Auto Proceed 1. Go to Surveys and select your survey. 2. Click the Design tab. 3. Under the Style sub-tab, find Auto Proceed and toggle it on. Auto Proceed toggle in Design > Style Auto Proceed is enabled by default on new surveys. Need Help? If you have any questions about Auto Proceed, reach out to us via live chat and we'll be happy to help.

❓ Survey Questions

Question Types

UserLoop offers a flexible range of question types to help you collect different kinds of feedback. Each type is designed for a specific purpose, from simple multiple choice to video responses and data collection. Adding Questions to a Survey 1. Go to Surveys and select your survey (or create a new one). 2. Click the Questions tab, then click Add Question. 3. Choose your question type from the list. Add a question type 4. Type your question and click Suggest Answers to get AI-generated answer options (for Single Select and Multi Select questions). 5. Drag and drop questions to reorder them. Single Select Single Select questions let customers choose exactly one answer from a list of options. This is the most common question type. Single Select question When to use it: - Attribution — "How did you hear about us?" - Demographics — "What is your age range?" - Preferences — "Which product category are you most interested in?" - Satisfaction — "How would you describe your experience?" Click Suggest Answers to get AI-generated options tailored to your question, or add answers manually. You can drag and drop answers to reorder them. Single Select questions support the Other toggle (adds a free-text option at the end of the list) and Randomize Order (shuffles answer positions each time the survey is shown). You can also add follow-up questions to individual answers. Multi Select Multi Select questions let customers choose one or more answers from a list of options. Use this when multiple answers could apply. Multi Select question When to use it: - Product interests — "Which of these products are you interested in?" - Feature feedback — "Which features do you use the most?" - Pain points — "What challenges are you facing?" - Shopping habits — "Where else do you shop for similar products?" Click Suggest Answers to get AI-generated options, or add answers manually. Multi Select also supports the Other toggle, Randomize Order, and follow-up questions. Open Ended Open Ended questions give customers a free-text field to write their response in their own words. This is the best way to collect detailed, qualitative feedback. Open Ended question When to use it: - General feedback — "Is there anything else you'd like to share with us?" - Product suggestions — "What features would you like to see?" - Experience details — "What almost stopped you from buying today?" Keep the question focused so customers know what kind of response you're looking for. Open Ended responses are analyzed in the Analytics section, where UserLoop uses AI to identify common themes across responses. Open Ended settings 1. Sub Heading — Add extra text below the question heading to provide instructions or context. 2. Placeholder Text — Sets the hint text shown inside the text field before the customer starts typing. Use this to guide customers on what kind of response you're looking for. Number Score Number Score questions let customers select a number on a scale. This is useful for any kind of rating or satisfaction question. Number Score question When to use it: - Overall experience — "How would you rate your overall experience?" - Product satisfaction — "How would you rate this product?" - Effort score — "How easy was it to complete your purchase?" - Any custom rating — Use the label fields to define what the low and high ends mean. Number Score settings 1. Scale — Choose the range and direction of the number scale: 1–10 (default), 10–1 (reversed), 1–5 (shorter scale), or 5–1 (shorter, reversed). 2. Left Label — The label shown at the low end of the scale (e.g. "Least", "Poor", "Very Difficult"). 3. Right Label — The label shown at the high end of the scale (e.g. "Most", "Excellent", "Very Easy"). NPS NPS (Net Promoter Score) is a widely used metric for measuring customer loyalty. It asks customers how likely they are to recommend your brand on a scale of 1 to 10. NPS question When to use it: - Post-purchase — "How likely are you to recommend us to a friend or family member?" - Ongoing tracking — Add an NPS question to your checkout survey to track loyalty over time. Responses are automatically grouped into three categories: - Detractors (1–6) — Unhappy customers who are unlikely to recommend you. - Passives (7–8) — Satisfied but unenthusiastic customers. - Promoters (9–10) — Loyal customers who will actively recommend you. Your NPS score is calculated as: % Promoters - % Detractors, ranging from -100 to 100. Go to Analytics to see your score and trend over time. NPS uses a fixed 1–10 scale with customizable Left Label and Right Label (pre-filled with "Not Likely" and "Very Likely"). Unlike Number Score, the scale cannot be changed. Date Date questions let customers select a specific date using dropdown selectors for day, month, and year. Date question When to use it: - Birthdays — "When is your birthday?" Use this to send personalized birthday offers or discounts. - Anniversaries — "When did you first start using our products?" - Event dates — "When is the event you're shopping for?" Video Video questions let customers record a short video response using their device's camera and microphone, or upload an existing video file. Video question When to use it: - Testimonials — "Record a short video telling us about your experience." - Product feedback — "Show us how you use our product." - Unboxing reactions — "Record your first impressions when opening your order." Customers can record up to 2 minutes of video, review and re-record before submitting, or upload a file instead. Video questions are available in Link and Popup surveys. They are not currently supported in Checkout surveys. CSAT CSAT (Customer Satisfaction) questions measure how satisfied a customer is with a specific experience. Customers choose from a set of satisfaction levels like "Very Satisfied", "Satisfied", "Neutral", etc. CSAT question When to use it: - Post-purchase — "How satisfied are you with your purchase?" - Support interactions — "How would you rate your experience with our support team?" - Delivery experience — "How satisfied were you with the delivery?" CSAT works like a Single Select question with satisfaction-focused answer options. Unlike NPS (which measures loyalty on a 1-10 scale), CSAT measures satisfaction with a specific touchpoint. It supports the Other toggle, Randomize Order, and follow-up questions. Email Email questions let you collect a customer's email address as part of your survey. This is especially useful for App Block and Popup surveys where visitors may not be logged in. Email question When to use it: - Lead capture — Collect emails from anonymous visitors. - Identify visitors — Link anonymous survey responses to a customer record. - Enable targeting — Once an email is collected, subsequent questions can target new or returning customers based on UserLoop's tracked order history. Tracking starts when the app is installed; see Targeting for coverage and backfill details. When an email is collected, all previous responses from that survey session are linked to the email address. Info Screen Info Screens display content without asking the customer for an answer. They are useful for introducing a survey, separating it into sections, setting expectations, or explaining a reward before the next question. An Info Screen with a heading, image, explanatory copy, and Continue button An Info Screen can contain a heading, multi-line supporting text, and an optional image. Customers select Continue to move to the next step. - It collects no answer and creates no row in response exports. - It advances the progress bar, but is not numbered as a question. - Required and skip settings do not apply. - It cannot be used as a conditional follow-up question. - Product, new-customer, and returning-customer targeting can still be applied. Info Screens are supported in JavaScript SDK, Shopify Checkout, Popup Survey, and App Block survey experiences. Question Settings Every question type has the following settings, available in the settings panel on the right side when you click a question. Question settings panel 1. Other — Available on Single Select and Multi Select questions only. When enabled, an "Other" option is added to the end of the answer list. If a customer selects it, a text field appears where they can type their own answer. 2. Required — When enabled, customers must answer the question before they can move to the next one. The submit button stays disabled until they select or type an answer. 3. Allow Skip — Shows a Skip button below the submit button, letting customers skip the question without answering. Skipped questions don't record a response. If both Required and Allow Skip are enabled, customers can still skip using the skip button — but they can't proceed without answering unless they explicitly choose to skip. 4. Randomize Order — Shuffles the order of answer choices each time the survey is shown. This helps reduce bias from answer position. If you have an Other option, it always stays at the end of the list regardless of randomization. This setting applies to Single Select and Multi Select questions. 5. Sub Heading — Add extra text below the main question heading. This is useful for providing instructions or additional context without cluttering the main question. Need Help? If you have any questions about question types, reach out to us via live chat and we'll be happy to help.

❓ Survey Questions

Targeting

Targeting lets you control which customers see each survey question. Customer targeting is available for Checkout, App Block, and Popup surveys. Product targeting is available for Checkout surveys. Checkout targeting settings Customer Targeting Customer targeting uses the order count UserLoop has recorded for an identified customer: - All customers (default) — Every customer sees the question. - Only new customers — Customers with zero or one tracked order see the question. - Only returning customers — Customers with more than one tracked order see the question. For example, you might ask new customers “How did you hear about us?” while asking returning customers “What brought you back?”. Customer-type targeting requires an email address so UserLoop can look up the customer's tracked orders. For App Block and Popup surveys, place an Email question before questions restricted to new or returning customers. Customer-restricted questions are skipped when the visitor remains anonymous. How Far Back Does Order History Go? UserLoop starts tracking your store's orders when you install the app. Orders placed before installation are not included by default, so new-versus-returning targeting is based on the orders UserLoop has tracked from the installation date onwards. This means someone who purchased before you installed UserLoop may still be treated as a new customer on their first tracked order after installation. Once UserLoop has recorded more than one order for that customer, they can be identified as returning. If you would like to import all previous order history for more complete returning-customer coverage from day one, contact support. We can arrange a one-off historical order backfill. Because these imports can involve large amounts of order data, backfills are available on request. Product Targeting (Checkout Surveys) When enabled, the question is only shown when the current order includes one of the products you select. This lets you collect feedback about specific items—for example, a question shown only to customers who bought a newly launched product. Combining Targeting Options On Checkout surveys, you can combine Customer Targeting and Product Targeting. For example, show a question only to returning customers who purchased a specific product. Troubleshooting Returning-Customer Targeting - If a known repeat buyer is treated as new, check whether their earlier purchases pre-date the UserLoop installation. - For App Block and Popup surveys, make sure an Email question appears before the targeted question. - To include pre-installation purchases, reach out to support and request a one-off historical order backfill. Need Help? If you have questions about targeting or would like to request an order-history backfill, reach out to us via live chat and we'll be happy to help.

❓ Survey Questions

Follow-Up Questions

Follow-up questions let you ask a targeted follow-up based on which answer a customer selects. They're available on Single Select and Multi Select questions. For example, if a customer selects "Social Media" for "How did you hear about us?", a follow-up could ask "Which social media platform?" to dig deeper into that specific answer. Adding a Follow-Up 1. Click the three-dot menu (...) on any answer choice. 2. Choose a follow-up type: Follow-up menu options 1. Open Ended Followup Question — Asks the customer to type a free-text response as a follow-up. 2. Single Select Followup Question — Shows a follow-up with a new set of single-choice answers. 3. Multi Select Followup Question — Shows a follow-up with a new set of multi-choice answers. How Follow-Ups Work When a customer selects an answer that has a follow-up, the follow-up question appears automatically before moving to the next question in the survey. Each answer can have one follow-up question at a time. Answers with follow-ups are highlighted with a purple background in the editor so you can easily see which answers have follow-ups attached. Editing a Follow-Up Click the three-dot menu on an answer that already has a follow-up, then select Edit Followup Question to open its settings. Follow-up question panel 1. Back to parent answer — Returns you to the parent question's settings. 2. Question — The follow-up question text that the customer will see. 3. Delete this follow up question — Removes the follow-up from this answer. Follow-up questions support their own settings (Allow Skip, Sub Heading, etc.) depending on the follow-up type. See the Question Settings section in Question Types for details on each setting. Need Help? If you have any questions about follow-up questions, reach out to us via live chat and we'll be happy to help.

🧩 App Block & Popup Surveys

App Block Surveys

App Block Surveys let you place a survey directly into any page of your Shopify store as an inline section — not a popup or overlay. The survey sits naturally within your page content, matching your theme's look and feel, and is visible to every visitor who scrolls to that section. An app block survey embedded on a product page Because app blocks are placed directly into your page layout, they're incredibly versatile. Here are just a few ideas: - Product pages — ask visitors about their product preferences, what features matter most, or what they're looking for. Place it below the product description or after the reviews section. - Home page — collect "How did you hear about us?" attribution data, or gather email addresses with a discount incentive. - Collection pages — understand what shoppers are browsing for, or ask about their style preferences to help guide them. - Blog posts — ask readers if the content was helpful, or what topics they'd like to see covered next. - Landing pages — capture leads or gather feedback on a specific campaign or new product launch. - Contact / About pages — ask visitors what brought them to your store, or what they're looking for help with. The possibilities are endless — anywhere you can add a Shopify app block, you can add a UserLoop survey. How App Block Surveys Work Unlike popup surveys, app blocks don't wait for a trigger. They render immediately as part of the page content wherever you place them. Visitors see the survey as a natural section of the page and can answer questions without any interruption to their browsing. App block surveys display every time the page loads — they don't disappear after a visitor completes them. This means you can collect ongoing feedback from repeat visitors over time. Setting Up Your App Block Survey Step 1. Create an App Block Survey In your UserLoop dashboard, click Create Survey and select the App Block option. Create a new app block survey in the UserLoop dashboard Add your questions, configure your design and settings, then move on to activation. Step 2. Activate Your Survey Once your survey is ready, click the Activate Survey button in the top-right corner. If this is your first app block survey, it will automatically be set as your live one. If you have multiple app block surveys, use the Activate button to choose which one is currently live. Click Activate Survey to make your app block live Step 3. Add to Shopify Once your survey is active, you'll see a green Add App Block to Shopify button appear. Click this to go directly to your Shopify theme editor. Click the green Add App Block to Shopify button Step 4. Position and Style in the Theme Editor You'll be taken to the Shopify theme editor where the UserLoop Survey block has been added. From here you can: - Drag the block to position it exactly where you want it on the page — for example, below the product description, after a hero banner, or at the bottom of a blog post. - Configure styling — adjust the width, background style, text alignment, border radius, and padding to match your theme. App block survey settings in the Shopify theme editor Click Save to publish your changes — your app block survey is now live on your store. Adding to Multiple Pages You can add the UserLoop Survey app block to as many pages as you like. Simply go to each page in the theme editor and add the block. This is one of the key advantages of app blocks — you have full control over exactly where surveys appear. Styling Your App Block Survey App block surveys are designed to blend into your store's design. You have several customization options available directly in the theme editor: Max Width Set the maximum width of the survey container, from 300 to 800 pixels (default is 600px). The survey is centered on the page within this width. On mobile devices, it automatically scales to fit the screen. Background Style Choose how the survey container looks: - None — fully transparent, the survey blends directly into the page background. - Card (default) — a white background with a subtle shadow, giving the survey a clean, elevated appearance. - Bordered — a light border around the survey with no shadow, for a more understated look. Text Alignment Control how questions and answer choices are aligned: - Left (default) — questions and choices align to the left, which feels natural for longer text. - Center — everything is centered, which works well for short questions and fewer answer options. Border Radius Set the corner rounding from 0 to 24 pixels (default is 12px). Use 0 for sharp corners or a higher value for a softer, more rounded look. This applies to the survey container and buttons. Padding Set the internal spacing from 12 to 48 pixels (default is 24px). This controls the space between the survey content and the edges of the container. Theme Font Inheritance App block surveys automatically inherit your theme's fonts, so the survey text matches the rest of your store without any extra configuration. Selecting Which Survey to Display The app block displays whichever survey you have set as active in your UserLoop dashboard. The active survey is the one shown on your store across all pages where you've added the app block. To change which survey is displayed, go to the survey you want to use in your UserLoop dashboard and click the Activate Survey button. This makes it the live survey — only one app block survey can be active at a time. Supported Question Types App block surveys support all of UserLoop's question types: - Single select — radio button choices - Multi select — checkbox choices - NPS / number scale — 0-10 rating buttons - Open-ended text — free text input - Email — email address collection - Date — date picker You can also enable the "Other" option on choice questions to let visitors type in their own answer. Smart Question Targeting App Block surveys support customer targeting based on UserLoop's tracked order count: - All customers — shown to everyone. - New customers only — shown to identified visitors with zero or one tracked order. - Returning customers only — shown to identified visitors with more than one tracked order. How Customer Type Is Determined After a visitor answers an Email question, UserLoop looks up the order count tracked for that address. Subsequent questions can then be shown or hidden based on whether the visitor is new or returning. If no email is collected, customer-type-restricted questions are skipped for anonymous visitors. UserLoop starts tracking orders when you install the app, so purchases made before installation are not included by default. To include earlier purchases, contact support to request a one-off historical order backfill. See Targeting for the full explanation. Follow-Up Questions Follow-up questions work the same way as in other survey types. If a visitor selects an answer that has a follow-up configured, the follow-up question appears inline immediately, keeping the flow smooth and natural. Discount Codes If you've enabled discount codes on your survey, a unique code is displayed to the visitor after they complete all the questions. The code is tied to the visitor's email address (if collected) and can be copied to the clipboard with a single click. This is a great way to incentivize survey completion — offer a small discount in exchange for feedback. Progress Bar When enabled in your survey settings, a progress bar appears at the top of the survey showing visitors how far through they are. This is especially helpful for longer surveys to set expectations and encourage completion. Auto Proceed If Auto Proceed is enabled on your survey, the survey automatically advances to the next question when a visitor selects a single-choice answer. This creates a faster, more engaging experience that feels less like filling out a form. Mobile Experience App block surveys are fully responsive. On mobile devices: - The survey scales to fit the screen width. - Buttons and inputs are sized for easy tapping. - The layout adjusts to ensure readability on smaller screens. Since app blocks are inline content (not overlays), they feel completely natural on mobile — just another section of the page. Best Practices Where to Place App Blocks The best placement depends on what you're trying to learn: - Home page — place below the fold for general brand feedback or email collection. Great for "How did you hear about us?" type questions. - Product pages — place below the product description or reviews section to ask about purchase intent or product preferences. - Blog posts — place at the end of articles to ask if the content was helpful. - Landing pages — place prominently to capture leads or gather feedback about a specific campaign. - About page — place at the bottom to ask visitors what brought them to your store. Design Tips - Use the Card background for most themes — it gives the survey a clean, defined boundary that draws attention without clashing. - Match your border radius to your theme's style. If your theme uses rounded corners on buttons and cards, use a similar radius for the survey. - Keep the width between 500-700px for the best readability on desktop. Too narrow and it feels cramped; too wide and it can look sparse. - Center alignment works best for short surveys (1-2 questions). For longer surveys, left alignment is easier to read. Content Tips - Keep it relevant to the page: Ask about products on product pages, ask about content on blog pages. - Shorter is better: 2-4 questions gets the best completion rates. - Lead with value: If you're offering a discount, mention it in the first question or in a heading above the survey. App Block Surveys vs. Popup Surveys Not sure which to use? Here's a quick comparison: App Block Popup Display Inline on the page Modal overlay Placement You choose exactly where Appears on all enabled pages Trigger Immediate — visible on page load Timer, exit intent, or scroll Repeat visits Shows every time Shows once per visitor Intrusiveness Low — part of the page Higher — interrupts browsing Best for Ongoing feedback, email capture, page-specific questions Quick feedback, exit surveys, site-wide questions You can use both at the same time. For example, run a popup survey site-wide for "How did you hear about us?" while placing app block surveys on specific product pages to ask about purchase intent. FAQs Can I place multiple app block surveys on the same page? You can add the block multiple times, but they will all display the same active survey since only one survey can be active for the app block surface at a time. Will the survey show again if a visitor already completed it? Yes. Unlike popup surveys, app block surveys display every time the page loads. This is by design — it allows you to collect ongoing feedback from repeat visitors. Does it work with Shopify's section groups and templates? Yes. The UserLoop Survey app block works anywhere Shopify allows app blocks — in sections, templates, and section groups. Can I hide the survey on mobile? The app block doesn't have a built-in mobile hide option, but you can use your theme's built-in CSS visibility controls or section settings if your theme supports them. Does it slow down my page? No. App block surveys use deferred loading, which means they initialize after the rest of your page has loaded. This ensures zero impact on your store's page speed. Need Help? If you have any questions about setting up app block surveys or need assistance choosing the right placement for your store, don't hesitate to reach out to our support team.