How to add a Shopify post purchase survey on your Order status page

Jen Sparks
Last Updated August 24, 2022

This tutorial will show how to set up a post-purchase survey directly onto your Shopify store order status page using Forms by MESA. Instantly, you’ll start receiving a wealth of customer insights.

However, if you’re new to thinking about post purchase experiences, be sure to check out our other articles: Why merchants should have a post-purchase survey and Delivering Happiness: 5 Workflows for a Great Post-Purchase Experience.

Step-by-step instructions:

Time needed: 15 minutes.

Follow these step-by-step instructions to connect Shopify post purchase survey to your order status page. Install MESA installed on your Shopify store before proceeding.

First, create a new workflow.
On your MESA dashboard, click the Create New Workflow button.
Next, choose Forms by MESA to start the workflow.
Afterward, click the Forms by MESA icon under When this happens, which is the first step in your workflow.
Next, open the Form Builder.
You can build a form from scratch using the Form Builder. Click the Open Form Builder button to start editing your form.

Additionally, more details can be found on Knowledge Base.
Next, create your form fields.
Use the right-hand column to choose different field types. You can drag and drop different fields on your form and tailor it as you wish.

Specifically, a common one to use is the Radio Group option, which will allow you to ask a question and provide various options to choose from.

Next, click the Update button when complete.
Next, copy the Form Code
Before proceeding, you need to copy the embed code which you’ll need to reference in the next step(s).
Option 1: Basic setup of Order Status page
Surely, the easiest way to add your post-purchase survey to your Shopify store is to place the Form Code directly onto your checkout settings.

First, click Settings in the lower left-hand corner of your Shopify admin, and then click the Checkout icon.

Then, under the Order Status page section, you’ll want to update the Additional Scripts with your Form Code.

It’s that simple!
Option 2: Advance setup of Order Status page
Alternatively, if you’d like your form to look seamless with the Order Status page, this next step is for you. It’s similar to the previous step, but with a few more additional details.

First, under the Additional Scripts section, you’ll want to update the Order Status page with the code below.

Important, be sure to change the H2 text and the full path of the JS file to match what you set up for your form.

<script>
Shopify.Checkout.OrderStatus.addContentBox(
     '<h2>How satisfying was your shopping experience today</h2>',
     '<form id="mesa-form"></form>'
    );
</script>
<script src="https://mymesa.site/your-uuid/forms/new_workflow_1.js"></script>

As a result, this is what the survey would look like on the order status page after checkout using the Advanced Option.

Shopify Order Status Post Purchase Survey

Now, what to do with form submissions?

Luckily, you have plenty of options.

Add another step in the workflow that captures the form data and stores it somewhere.

Shopify Post purchase survey workflow action

Maybe you’d like to have everything go to a Google Sheet. Or perhaps, you’d like to send a team Slack every time a submission happens.

However, the simplest option would be simply to email the results.

We can use the built-in Email app.

Next, click the { + } icon for each field to bring over the data from each respective form field.

Lastly, Save and Enable your automation.

Be sure to click the “Save” button and turn your automation to “On”. Then, your automation will run every time your Shopify post purchase survey is submitted. Consequently, MESA will proudly celebrate your achievement by popping confetti in your honor. Congratulations!

Shopify post purchase survey to email automation

Workflow Wrap Up

Now, every time you receive a form submission, you can receive an email with the results.

Every step in this workflow is 100% customizable. As you can see from this tutorial if you want to adjust the formatting later, you can easily do so. Or, if you want to extend the functionality of this workflow to do more, simply add another workflow step.

So, what's next?

Add MESA app. From the Shopify App Store, install MESA on your store. Start for free or enjoy a 7-day trial on any plan.
Request Complimentary Setup. If you want help personalizing this workflow, all you have to do is ask. We're happy to help!
Browse more workflow tutorials like this one.
Discover pre-made, customizeable automation templates.

How to add a Shopify post purchase survey on your Order status page

Step-by-step instructions:

Workflow Wrap Up

So, what's next?

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