This guide provides a step-by-step process on how to integrate the unique link of your Standalone survey page into Shopify's Shipment delivered email notification template. Providing a direct link to your Shipping Experience survey.
This article will involve modifying the survey URL and the code of Shopify's Shipment delivered notification email. If you would like some help with this then please get in touch.
Locate and copy your unique survey URL
1. The unique URL of your Standalone survey page is displayed below your survey details:
2. Use the Copy icon to copy the survey URL link to your clipboard:
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 parameters for both the customer id, 'customer_id' and order id, 'order_id' into our URL. Using xxxx as a placeholder for our values that we will replace in the next step. Our modified URL will look currently look something like this:
https://mystore.myshopify.com/tools/survey/?customer_id=xxxx&order_id=xxxx
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 Objects '{{ customer.id }}' and {{ id }} as the values for our URL parameters, replacing the xxxx placeholders that we appended to the URL in the previous step.
You should now have a URL that looks something like this:
https://mystore.myshopify.com/tools/survey/64b51408bf775?customer_id={{ customer.id }}&order_id={{ id }}
Placing the survey URL link within the Shipment Delivered email template
5. Within your Shopify admin got to Settings > Notifications:
7. Scroll down on the page to locate the Delivered email template within the Shipping section:
8. Click the Edit code button:
9. Place your modified survey URL within a link tag:
<a href="https://mystore.myshopify.com/tools/survey/?customer_id={{ customer.id }}&order_id={{ id }}"></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 which may also be guiding the customer to click a button. 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 Shipment delivered 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 value for customer id within our survey URL, only the survey question is displayed:
If the URL parameter for customer id had not been included within the survey link, then fields for the customer to fill in will be displayed on the survey page. Only the Email is required to successfully submit a response.
Shipping Experience survey responses within Grapevine dashboard
Checking the responses within our survey dashboard we can see that both the name and email of the customer are displayed along with the associated order number: