This guide provides a step-by-step process on how to integrate the unique link of your Standalone survey page into the default Abandoned Checkout email notification template in Shopify, delivering the survey directly to the customer.
This article will involve modifying the survey URL and the code of your Abandoned Checkout notification email. If you would like some help with this then please get in touch.
Locate and copy your unique survey URL
1. Within the survey view, click the More actions dropdown menu and select the Standalone survey link option:
The unique URL of your Standalone survey page is then displayed:
2. Use the Copy icon to copy the survey URL link to your clipboard:
You will see a confirmation dialog appear:
Using URL parameters within your Standalone survey URL
The Standalone survey page supports a number of variables that when incorporated into the URL can be used to identify the respondent.
For more details on how to use this powerful feature to construct dynamic URLs, please see the following section in our main overview guide: Pre-populating the standalone survey link with identifiable URL parameters
Adding a URL Parameter
3. For this step, we'll append the URL parameter for the customer id, 'customer_id' into our URL. Being the first and only URL parameter we will be using, it is preceded by a question mark '?' and then has an equals sign '=' added to the end, ready for a value to be added in the next step.
Our URL should now look something like this:
https://mystore.myshopify.com/tools/survey/64b51408bf775?customer_id=
Using Shopify Objects within the Standalone survey URL
When integrating a Survey URL link into a Shopify Notification email, you can employ Shopify Liquid Objects to generate dynamic values for URL parameters contained within the URL. Shopify Objects like the Customer and Order ID can link these personal identifiers with the survey response.
For more details, please see our guide Using Shopify Objects within the Standalone survey URL
Including the Shopify Liquid Object as a value
4. Next, we will include the Shopify Liquid Object '{{ customer.id }}' as the value for our URL parameter, that we appended to the URL in the third step.
You should now have a URL that looks something like this:
https://mystore.myshopify.com/tools/survey/64b51408bf775?customer_id={{ customer.id }}
Placing the survey URL link within the Abandoned Checkout email template
5. Within your Shopify admin got to Settings > Notifications:
7. Scroll down on the page to locate the Abandoned checkout Email template:
8. Click the Edit code button:
9. Place your modified survey URL within a link tag:
<a href="https://stujonestest.myshopify.com/tools/survey/64b51408bf775?customer_id={{ customer.id }}">Feedback survey</a>.
10. Find a suitable area within the email to insert your survey link tag. If you decide to create a new section specifically for your survey link then it may be necessary to use matching HTML used elsewhere within your email template.
Introduce this survey section by posing a question and then adding a brief summary before the survey link. This will help call attention to what it is that you’d like the customer to do.
You may also wish to place the survey link within a 'button'. Be mindful not to distract the customer from the main priority of the email. For this reason we have used a darker colour for the Survey button.
In the example below we are using the default Shopify theme Dawn. We have used additional styling for the Survey section and button. Shopify's guide on how to edit their notification email templates can be found here: https://help.shopify.com/en/manual/sell-online/notifications/edit-template#style-email-templates-using-inline-css
10. Preview or send yourself a Test email:
11. Save the Email template:
That's it! The Survey link will now be included within your Abandoned Checkout emails.
Clicking on the survey link from within the email
Clicking on the link will take the email recipient to your Standalone survey page.
Because we included the URL parameter and a value for customer id, only the survey question is displayed:
In the example above we are using an Open Text type survey question to allow the customer to explain in their own words why they abandoned their cart.
However, you may wish to use a Fixed Response type question instead:
One benefit that Fixed response surveys have over Open Text, is that the submission answer can be applied as customer and order tags.
Abandoned Checkout survey responses within Grapevine dashboard
Checking the responses within our survey dashboard we can see that the email of the customer associated with the abandoned checkout is displayed. Their name will also be listed if they had provided these details prior to abandoning their cart. As you might expect, there will be no value for the Shopify Order number column: