How it works
Follow these 4 simple steps to tag customers who give you low satisfaction scores
Survey Response Created
Survey Response Created
Filter
Filter
Get List Customer Search
Get List Customer Search
Customer Add Tag
Customer Add Tag
Make it your own
Customize this workflow even further:
Extend the follow-up process
Add email steps to automatically send personalized follow-up messages to tagged customers, such as apology emails with discount codes or requests for additional feedback.
Create satisfaction score segments
Use multiple filter steps to create different tags based on score ranges - tag 0-3 scores as "Detractors", 4-6 as "Passives", and 7-10 as "Promoters" for comprehensive NPS tracking.
Connect to team notifications
Add Slack or email steps to immediately notify your customer success team when someone leaves a low score, enabling rapid response to unhappy customers.
Build comprehensive reporting
Store survey responses and customer data in MESA Tables to create custom dashboards tracking satisfaction trends, response rates, and follow-up success metrics.
Frequently asked questions
What happens if the same customer submits multiple low-score surveys?
The workflow will attempt to add the "Unhappy Survey" tag each time, but since Shopify doesn't create duplicate tags, the customer will only have one instance of the tag. However, you might want to add a date-specific tag like "Unhappy Survey Dec 2024" to track recurring issues.
Can I use different score thresholds for different types of surveys?
Currently, this workflow uses a fixed threshold of 5, but you can modify the filter step to use different score limits. If you run multiple survey types in Delighted, you may want to create separate workflows with different thresholds for each survey campaign.
What if a customer's email in Delighted doesn't match their Shopify email exactly?
The workflow will fail to find the customer and won't apply any tags. Make sure your Delighted surveys are sent to the same email addresses customers use for their Shopify accounts, or consider adding a secondary search step that looks for similar email patterns.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.
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