Email surveys let you collect feedback from customers by sending them a survey link directly to their inbox. Customers click through to complete a multi-question survey on a dedicated survey page.

### Creating an Email Survey

**1.** Go to **Surveys** in the left menu and click **New Survey**.

**2.** Select **Email** and click **Create Survey**.

Once created, your email survey has six tabs: **Questions**, **Email**, **Triggers**, **Design**, **Analytics**, and **Settings**.

### Customizing Your Email

Click the **Email** tab to customize what your outgoing survey email looks like.

![Email survey email tab](https://pub-764044e5505a42009c074a5b6ef221b8.r2.dev/images/email-survey-email-tab-b84f6583.png)

**Email Content**

- **Store Name** — Your store's name, used as the "from" name in the email.
- **Subject** — The email subject line. Click **Suggest a subject line** to get an AI-generated suggestion. We've optimized the default subject based on thousands of surveys, so only change this if you have a reason to.
- **Reply To** — The email address customers will reply to if they respond to the email.
- **Advanced Options** — Customize the headline and body text that appears in the email.

**Styling**

- **Logo** — Upload a custom logo (PNG or SVG, under 1MB). Transparent logos without a white background work best.
- **Question Text Color** — Set the color of question text on the survey page.
- **Submit Button Color** — Set the color of the submit button.
- **Button Text** — Customize the text on the email's call-to-action button.

The **Email Preview** on the right shows a live preview of how your email will look. Click **Send a test** to send yourself a test email.

### Setting Up Triggers

Click the **Triggers** tab to automatically send your survey based on customer activity.

![Email survey triggers tab](https://pub-764044e5505a42009c074a5b6ef221b8.r2.dev/images/email-survey-triggers-tab-b3138d10.png)

There are four trigger options:

- **After a customer completes their order** — Send when a new order is created on Shopify. You can configure a delay (e.g., 7 days) so the survey arrives after the customer receives their order.
- **When an order is fulfilled** — Send when an order is marked as fulfilled. Great for collecting feedback about the delivery experience.
- **When a customer abandons their cart** — Send to customers who don't complete checkout. Useful for understanding why customers didn't purchase.
- **When customer purchases specific products** — Send only when a customer buys certain products from your store.

Toggle each trigger on or off using the switch on the right. Click the three-dot menu for additional options like setting a delay.

### Sending Manually

Click the **Manual Send** button in the top right corner to send your survey to a group of customers on demand. This is useful for one-off survey campaigns.

### Customizing the Design

Click the **Design** tab to customize the look of your survey page. This includes three sections:

- **Style** — Set colors, submit button text, toggle the progress bar, auto proceed, and expanded mode.
- **Thankyou Page** — Customize the heading, sub heading, and optional button shown after a customer finishes the survey.
- **Rewards** — Offer discount codes to customers who complete the survey.

### Need Help?

If you have any questions about setting up your email survey, reach out to us via live chat and we'll be happy to help.