The features and settings described in this article are only available to Merchants on our Base or Extra plan.
Need to upgrade to make use of these features? Please take a look at our plans and pricing page.
Grapevine is a post-purchase survey app that allows Shopify Merchants to ask their customers a single question after they have placed an order.
We've put together a simple guide to get your Grapevine survey up and running in minutes.
Grapevine currently offers three survey types for you to choose from. This article will cover the steps for setting up a Open Text survey. Of the two other survey types, Net Promoter Score (NPS) surveys also require a Base or Extra plan subscription, whilst the Fixed Response is also available to those on all plans, including our deprecated Legacy plan. Please see the relevant articles linked below:
Setting up a fixed response survey
Setting up an open text survey
Open up a conversation with this question. These are good survey questions to get more meaningful answers from your customers as they have the opportunity to give you more feedback through a text box. Don't use this survey type if you're just looking for a simple yes/no answer.
1. Within the Grapevine app, navigate to the Surveys tab:
2. Click the New Survey button:
This will display the Create a New Survey page:
3. The default survey name can be changed:
4. Click the Create button within the Open Text section:
This will present the Survey Builder page. We shall go through each section of the Survey Builder in more detail below:
The Preview section will update in real time to reflect any changes you make in any of the other sections on the Survey Builder page. This how our Open Text survey will appear to the customer:
Content Section - Deciding on your survey question
The first thing to consider is what sort of information you are looking to collect after a customer has placed an order on your store. A Merchant may like to use an open text survey to ask a customer for feedback on their experience with the store. We'll use this question as our example for this set-up guide, but you can ask any question that will help you to learn more about your customers.
Content - What do these fields represent?
Survey Title - The Survey Title field is mainly used as the survey question. If you use the optional Survey text field below as your question, then this Title field can be used to grab the attention of your customers.
Survey text - This is an optional sentence underneath the Title field, which can either be used as your main survey question, or used to provide additional context or guidance on answering the survey question.
Button text - This is the text which appears on the button, underneath the answer. The button is used to submit the survey response.
Thank you text - Once the survey response has been submitted, this line of text is presented to the customer thanking them for taking the time to submit your survey.
* - Fields marked with an asterisk are required fields. Optional fields can be left blank and nothing will be displayed in that space within your survey widget.
Settings - What do these fields represent?
Only capture one response per customer - When checked, this setting will limit the survey to one response per customer. Customers that have previously submitted a response to your survey will no longer be presented with the survey question at their next checkout on your store.
If you are on our Extra plan, enabling this feature will also prevent the Survey reminder from appearing in your shipping confirmation notification email when that customer has already submitted your survey.
Tag Orders / Customers - The Extra plan has a very useful feature for Merchants that wish to push the information captured by the survey into other connected systems they may have. The tagging feature can apply a customer or order tag that represents the survey response that a customer has provided.
The settings in the above example would apply the following Order tags:
Shopify Order tags are limited to 40 characters and Shopify Customer tags are limited to 255 characters.
If your fixed tags exceed those limits, the tag will be shortened before being applied.
This section will allow you to customise the style of your Grapevine survey widget by adding in your own CSS styles to override the default styling.
Please take a look at our Styling the survey widget article for further details.
Google Analytics Section
Send events into your Google Analytics account each time a user views or responds to your survey. Explore audience insights and compare survey responders against your wider analytics segments.