Tag Shopify Customers with Negative Survey Responses

5 min setup
No coding required
Runs automatically

Stay proactive in addressing customer concerns by tagging customers who leave a negative survey response. This MESA workflow template automatically applies a tag to any customer with a survey score below 5, allowing you to follow up, address issues, and identify recurring patterns. Improve customer satisfaction and retention by keeping track of less satisfied customers.

delighted logo icon
Survey Response Created
Filter
Get List Customer Search
Shopify logo icon
Customer Add Tag

You're in good company

"MESA has been a game changer for us. And, if you ever get stuck, their support team is always super helpful."

  • Ico star
  • Ico star
  • Ico star
  • Ico star
  • Ico star
PetFriendly

"It's like Zapier but exactly designed for Shopify. I have been able to complete all the workflows that I've needed."

  • Ico star
  • Ico star
  • Ico star
  • Ico star
  • Ico star
Zailys

"The MESA team has been amazing at helping us set up our automations. We would highly recommend this app!"

  • Ico star
  • Ico star
  • Ico star
  • Ico star
  • Ico star
Rothy's

How it works

4 steps to tag customers who give you low satisfaction scores

delighted logo icon

Survey Response Created

App connector: Delighted • Time to complete: 2 minutes
Why this matters: This trigger watches for new survey responses from Delighted and kicks off the entire workflow whenever someone submits feedback.

When you activate this workflow, MESA automatically connects to your Delighted account to monitor incoming survey responses. You'll need to install the webhook URL that MESA provides directly into your Delighted settings so the two systems can communicate. Once connected, every new survey response - whether positive or negative - will trigger this workflow to evaluate the score and take appropriate action.

Filter

App connector: Filter • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step prevents happy customers from getting tagged by only allowing responses with scores below 5 to continue through the workflow.

The filter automatically examines each survey response score and compares it against your threshold of 5. If the score is 5 or above, the workflow stops here and no further actions are taken. Only responses scoring 4 or below will pass through to the next step, ensuring you only tag genuinely dissatisfied customers. This prevents false positives and keeps your customer segments accurate.

Get List Customer Search

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step finds the corresponding Shopify customer record using the email address from the survey response, enabling you to tag the right person in your store.

MESA automatically searches your Shopify customer database using the email address provided in the Delighted survey response. The search looks through all customer records to find an exact email match. This step retrieves the complete customer profile, including their unique Shopify customer ID, which is required for the tagging action in the final step.

Shopify logo icon

Customer Add Tag

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This final action applies the "Unhappy Survey" tag to the customer's Shopify profile, making it easy to identify and follow up with dissatisfied customers.

The workflow automatically adds the "Unhappy Survey" tag to the matched customer record in Shopify. You can customize this tag name to match your internal processes - perhaps "Low NPS" or "Follow-up Required". Once tagged, you can easily create customer segments in Shopify, set up targeted email campaigns, or generate reports to track satisfaction trends over time.

Ready to set this up? It only takes 5 minutes.

Our support team will even help you personalize this workflow for free.

Get started →

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.

Common questions

What happens if the same customer submits multiple low-score surveys?

Can I use different score thresholds for different types of surveys?

What if a customer's email in Delighted doesn't match their Shopify email exactly?

Ready to tag customers who give you low satisfaction scores?

7-day free trial • 5 min setup • Cancel anytime

Need help? Our automation experts will help you personalize this workflow for free. Contact support