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Publishing a different survey for each POS location

Stu Jones
  • Updated

You can create and display surveys for specific Point of Sale (POS) locations. You may wish to ask customers at your pop-up store a completely different question to those who purchase via your main store, or any other of your listed locations. 

Overview

This is very easy to set up and there is no limit on the number of locations having their own individual survey. Assigning a survey for a specific POS location can either be done when creating a brand new survey or when editing an existing survey.

Steps

1. Click on the Manage Visibility dropdown:

manage_visibility_setting.png

2. All of your available Shopify POS locations will be listed within the dropdown. Select the location where you wish for this survey to be displayed. Multiple POS locations can also be chosen:

POS_london_store.png

3. Save your survey settings:
save_survey.png

4. Your survey will now display the channel tag for that specific POS location:

channel_tag_POS_location.png

Apply order and customer tags with survey response and POS location

Within the Settings section of the survey, you may wish to enable the tagging feature that can tag Orders and Customers with the survey response. Prefixes can also be assigned. In this example we are using a tag prefix of "London Store:" to further identify our survey responses within the Shopify Admin:

tag_prefix_location_london.png

The Order Tag has been applied and visible within the Shopify Admin:

Tags_admin.png

 

Using the 'duplicate' survey feature

You may wish to ask the same question across all locations but have a separate dashboard of statistics for each. In this case you may find the 'duplicate survey' feature a great time-saver. 

This can be accessed via the Duplicate button within the Survey List view:

duplicate_survey_option.png

Or via the the More actions menu > Duplicate Survey option within the survey dashboard view:

duplicate_survey.png

You may need to edit the following survey fields so that they target a specific location,

* Survey title (duplicated survey title with 'copy' appended)
* Tags & Prefixes if they are location specific
* Location specific answers

 Remember to Save your duplicated survey!

 

Need any help?

If you would like help setting up POS surveys for your locations or have any other Grapevine Survey related questions, then please do just get in touch.

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