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Checkout Surveys

4 articles James By James

Collect feedback on Shopify Thank You and Order Status pages.

Checkout Survey Overview

Checkout surveys let you collect feedback from customers right after they complete a purchase. The survey appears directly on your Shopify Thank You page and Order Status page, making it easy to capture responses while the shopping experience is still fresh. Creating a Checkout Survey 1. Go to Surveys in the left menu and click New Survey in the top right. 2. Select Checkout from the list of survey types, then click Create Survey. Creating a new checkout survey Adding Questions Once your survey is created, you'll land on the Questions tab. This is where you build your survey. - Click Add Question to add a new question manually. - Click Suggest Questions to get AI-powered question suggestions tailored to your store. You can add multiple questions of different types including single select, multiple choice, open-ended, NPS, and more. Drag and drop questions to reorder them. Checkout survey questions tab Customizing the Design Click the Design tab to customize how your survey looks. There are three sections: Style โ€” Set your submit button text and toggle the progress bar on or off. Thankyou Page โ€” Customize the heading, sub heading, and optional button that appears after a customer completes the survey. You can add a button with a custom URL to direct customers to another page (like a product collection or review site). Checkout survey design tab Rewards โ€” Optionally offer a discount code to customers who complete the survey. Thankyou page customization Adding the Survey to Your Shopify Checkout Once your survey is ready, click the Add to Shopify Checkout button in the top right corner. This will take you to Shopify's checkout editor where you can position the UserLoop survey block on your Thank You page and Order Status page. We recommend adding the survey to both pages for maximum visibility. Translating Your Survey Click the Languages button in the top right to translate your survey into 50+ languages. UserLoop uses AI to automatically translate your questions, answer options, and thank you messages. Surveys will display in each customer's preferred language. Need Help? If you have any questions about setting up your checkout survey, reach out to us via live chat and we'll be happy to help.

Checkout Extensibility

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 - 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.

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.

Control Which Customers See Your Questions

UserLoop lets you control which customers see each question in your survey. This is handy when you want to ask different questions to different groups of customers. Targeting Options There are three options you can choose from for each question: All customers โ€” The question is shown to everyone (default). Only new customers โ€” The question is only shown to customers who have never placed an order on your store before. Only returning customers โ€” The question is only shown to customers who have purchased from you in the past. How to Set Customer Targeting 1. Go to Surveys and select your survey. 2. Click the Questions tab. 3. On each question, look for the targeting option to choose which customers should see it. Need Help? If you have any questions about customer targeting, reach out to us via live chat and we'll be happy to help.