Zoho Survey + Shopify Integration: A step closer to being a customer-centric business

Zoho Survey Shopify Integration

You can connect Zoho Survey with your Shopify account in minutes, with zero coding.

Gathering and analyzing information about your customers is an important part of business, especially those that are online. Most business owners are eager to learn how their products are doing in the market and what they could do to increase customer satisfaction.

Your customers may be experiencing roadblocks while browsing your online store. Sometimes people can’t find what they’re looking for, which means you lose out on potential sales. Tracking your leads may help you get closer to the reason why someone left your store – but putting up a one-liner pop-up survey, asking something on the lines of “Did you find what you were looking for?”, can help you know better. Chiming in a message in with a number or email to contact support can help them as well.

So what’s the underlying problem here that is causing your potential customer to leave? There is clearly a communication gap: One that is between your people’s needs and your understanding of them.

The Zoho Survey-Shopify integration can help you tackle this issue by helping you collect feedback more effectively and efficiently.

What can I do by connecting my Shopify and Zoho Survey account?

1. Automatically send surveys

You can trigger surveys to be sent to customers based on certain events. For example, if a customer abandons their shopping cart after adding items to it, you could reach out with a quick survey to learn why they didn’t finish checkout. This can help you improve your purchasing process or even your product.

 2. Promote brand loyalty

You can also send surveys filtered by order or by customers and their purchase history. This can help you target unhappy customers to reduce churn, while also gathering important feedback from your most loyal customers.

How do I set up the integration?

Setting up the integration is quick and easy. Simply go to the Shopify app store, search for Zoho Survey, and authorize it to connect with your Shopify account.

Log in to your Zoho account. If you don’t have one, you can sign up for one here. You can then start sending surveys to your Shopify customers using the Zoho Survey add-on after they complete their order.

 You can create your own survey from scratch or select one from our pre-existing templates. Zoho Survey has multiple survey templates targeted specifically at customer satisfaction and buying experience.

 How do I send my surveys out?

 There are two main ways to send out surveys from your Shopify account:

 1. Email distribution

 You can choose to send out your surveys via email, where you have an option to display your first survey question in the email body itself. If you want to send out a survey to a specific customer, you can do that too. Here are the two main cases where you may need to send out a survey in Shopify via email:

 a. Orders

You can sift through your orders and start sending out order-specific and/or product-specific surveys. You can filter the orders based on parameters like payment status, fulfillment status, risk level, sales channel, date, chargeback, and inquiry status, and credit card used. Once you’ve narrowed down the orders to send it out to, start creating your survey email template. After that, you’re ready to send it out.

 Quick tip: If you’re confused about which question to display in your email template, going with a Net Promoter Score (NPS) is always a good option and it lets you get a quick read on how your Shopify customers feel about your service.

 b. Event Triggers

You can automatically trigger an email survey to be sent out whenever an event happens in Shopify. This includes things like order creation, order fulfillment, order cancellation, payment completion, checkout exit, and refunds processing.

Whether your survey is triggered by an order or an event, once it’s sent out, you can track it from the published survey’s list. You can view the survey’s overview, invite status (how many customers have opened your invite, how many have responded, how many bounced, etc.), response details, and invite history. You can also automate email distribution invites and/or schedule a reminder to be sent at a specific time.

You can also go back to your store’s campaigns list and look at the analytics of the surveys you’ve already sent out, whether they’re for an order, a specific customer, or an event trigger. There, you have all of the numbers at your fingertips!

 2. Embed Survey

 This option lets you put the survey on your site via an embed code, in the order summary page, or via Shopify notifications.

 A popular option is setting up a simple star rating survey next to the product display area. In this case, you have to embed the HTML code for a survey into your product website. To save the customer information collected via these surveys, you can use a Shopify variable or set up your own custom variable in Zoho Survey.

You can also set up an embed survey via Shopify notifications. In this case, you generate an HTML code and paste it into the Shopify event notification email. You can also put it in the SMS content template if your customers get SMS notifications from Shopify.

 Too many stores try to do everything, to results that are often mediocre. However, when you learn what your biggest buyers want from you, or why a customer didn’t finish the checkout process, that’s when you can move closer to creating a customer-centric business.

 So, what are you waiting for? Start surveying your customers and improve your sales without needing technical skills or coding experience. Learn more about your customers by combining Zoho Survey and Shopify today!

 If you have issues setting up Zoho Survey and Shopify, email support@zohosurvey.com and we will get back to you.

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