How it works

Follow these 2 simple steps to start collecting post-purchase survey responses in Google Sheets

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Form Submitted
App connector: Form • Time to complete: 2 minutes
Why this matters: This trigger activates whenever a customer completes your post-purchase survey, capturing their responses and starting the data collection process.

When a customer submits the survey form on your order status page, this step automatically captures all their responses including how they heard about your business and any additional feedback they provided. The form includes multiple-choice questions about referral sources (Podcast, Facebook, Search Engine, Instagram, YouTube) with an "Other" option, plus a text area for open-ended feedback. You'll need to add the provided embed code to your Shopify checkout settings under "Order status page scripts" to display the form to customers after purchase.

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Row Create
App connector: Google Sheets • Time to complete: 1 minute
Why this matters: This action automatically organizes each survey response into a structured spreadsheet row, making it easy to analyze customer feedback and referral patterns over time.

This step takes the form data from the customer survey and creates a new row in your Google Sheets spreadsheet with columns for "How did you hear about us?" and "Other Feedback." During setup, you can customize the spreadsheet name and choose which survey fields to include as columns - both options are selected by default. The workflow will create the spreadsheet automatically if it doesn't exist, and each new survey submission adds a fresh row with the customer's responses.

Make it your own

Customize this workflow even further:

Add follow-up email sequences
Send personalized thank-you emails or special offers based on how customers discovered you, like exclusive podcasts for podcast referrals or social media contests for Instagram followers.
Connect to customer segmentation tools
Push survey responses to your email marketing platform or CRM to create targeted customer segments based on referral sources and feedback themes.
Set up Slack notifications for feedback
Get instant alerts in your team chat when customers leave specific feedback keywords, so you can respond quickly to concerns or celebrate positive mentions.
Create automated review requests
Trigger follow-up emails asking satisfied customers to leave reviews on specific platforms where they're most active, based on their referral source responses.

Frequently asked questions

Can I customize the survey questions after the workflow is active?
Yes, you can edit the form questions anytime in the Form step settings. However, if you add new questions, you'll need to update the Google Sheets step to include those new fields as columns, otherwise the new responses won't appear in your spreadsheet.
What happens if customers skip questions or don't fill out the survey completely?
The workflow will still create a row in Google Sheets with whatever information the customer provided. Blank responses will appear as empty cells in your spreadsheet, so you can easily filter to see which customers provided partial responses.
Can I use this survey data with other MESA workflows?
Absolutely. You can set up additional workflows that trigger when new rows are added to your Google Sheets, allowing you to automatically tag customers in your CRM, send targeted follow-up campaigns, or alert your team about specific feedback patterns.
What is a template?
MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.
Can I customize a template?
Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.
Are templates free?
Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.

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