Collect Survey Responses After Checkout Then Tag the Customer and Email a Discount Code

Setup is required before this template will work. Follow the steps below.

Forms by MESA allows you to collect valuable customer-reported information to use as a benefit to your store. This workflow will create a survey for customers to complete after checkout and the survey will be shown on the Order Status page (the confirmation page after the order is placed). Once the survey is submitted, MESA will tag and email the customer with a discount code.

Let’s get started 🚀

Follow the steps below to install and setup this workflow.

1. On the MESA dashboard, click Create New Workflow. Then, enter the name of your workflow. 

2. Select the Forms by MESA app in the app menu, under Popular Apps.

3. For your workflow's next step, select the Shopify app in the app menu, under Popular Apps. Then, type Retrieve Customer into the search bar and click on Use this next to the Retrieve Customer Action. 

4. In the Form Trigger, click on Open Form Builder to edit your form.

5. With the Form Builder open, create your survey. You can follow this guide to understand the ins and outs of creating forms in the Form Builder.

In this form, we’ve used a brief survey questionnaire from to create a shortlist of survey questions in our form (the required selections are indicated with a red asterisk):

- Who are you shopping for?*
- What do you love about your purchase?*
- What is one thing we can improve for your shopping experience?*
- If used, tell us about your experience with our customer service?
- Do you anticipate purchasing from us again?

6. Make sure you edit your input fields within the form (pencil icon) and add a Name that represents the field so that you can reference these fields later in your workflow. If you need to add additional words to the Name field, separate the words by dashes or underscores. Make sure to not leave any spaces. 

7. Before completing your survey, add a Hidden Input to the bottom of your survey. In the Hidden Input adjust the Name to customer-id and the Value to {{}

This will allow you to automatically collect the Customer ID from the order for your Retrieve Customer step.

8. After completing your survey, save your changes by clicking the green Update button in the editor. Then, Save your changes at the top of the workflow.

9. Going back to the Retrieve Customer step, locate the Customer ID field and click on the {+} icon to use MESA's token feature. Select your Form's Customer ID token.

10. Next, click Add Step below the Shopify Retrieve Customer step. 

11. Select the Shopify app in the app menu, under Popular Apps. Then, type Customer Add Tag into the search bar and click on Use this next to the Customer Add Tag Action. 

12. In your workflow's Customer Add Tag step, locate the Customer ID field and click on the {+} icon to use MESA's token feature. Select the Shopify Retrieve Customer ID token. 

13. Underneath the Customer ID field, you will see a Tag field. You can add the name of the tag that indicates that the customer completed the survey, and also add the survey response to the customer’s notes via the token selector in the Notes field.

14. Click Add Step below the Shopify Retrieve Customer step. Select the Email by MESA app in the app menu, under Popular Apps

15. In your workflow's Email Step, locate the Recipient field and click on the {+} icon. Select the Shopify Retrieve Customer ID token. 

16. Underneath the Recipient field, add your own Subject Line and Message. Be sure to include the discount you’re offering within the Message!

14. After updating your Email step, scroll to the top of the workflow to Save your changes and complete the setup. With everything setup, the steps of your workflow should look like this:

17. Almost done! Next, we’ll have to make sure the form is added to the Order Status page so customers can complete the survey after placing an order. Locate the Form step in your workflow.

18. Locate the Form Embed Code and click on the clipboard icon to copy the code. 

19. From the Shopify Admin, click on Settings and then Checkout

20. Paste the copied Form code in the Order Status page field, under the Additional Scripts section. Then, click on Save

21. Return back to your MESA workflow. At the top of the workflow, hit the  Save button to save your changes.

22. Hit the  Enable button when you are ready to start using the workflow.

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