Add a post-purchase survey form and send results to Google Sheets

This template will:

  • Collect responses from a post-purchase survey via Forms by MESA and sends the responses for each submission to a Google Sheets spreadsheet.

🔧 Setup is needed:
🔌 Connect with Google Sheets
✏️ Create your spreadsheet
➕ Add post-purchase survey form
✅ Save and enable your workflow to start automating!

Follow the steps below to set up this workflow.

Step 1

In the Google Sheets Row Create step, select an existing credential or click the Connect with Google button to create a new Credential and authenticate with Google.

Step 2

Hit the Done button in the Account Credentials section.

Step 3

In the Step Configuration section, select Create new and add a spreadsheet name. 

Click the Create Spreadsheet button to create a new spreadsheet on your Google Sheets account.

Step 4

The Select Spreadsheet field will display with the title of the new spreadsheet. Click the external link icon to the right of the search bar to view your new spreadsheet in Google Sheets.

Step 5

Go back to the workflow and hit the Save button at the top of the workflow before proceeding to the next step.

Step 6

Click on the Done button in the Step Configuration section.

Step 7

Open the Form trigger. 
Copy the Form Embed Code by clicking on the copy icon.

Step 8

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

Step 9

Paste the copied form code in the Order status page field under the Additional Scripts section. 

Hit the Save button.

Step 10

Go back to your workflow. Click on the Done button in the Form trigger.

Step 11

At the top of or below the workflow, hit the Save button to save your changes.

Step 12

Hit the toggle to switch it to On when you are ready to start using the workflow.

Tips

See your workflow in action! ⚡️

  • Navigate to your Orders in the Shopify admin.
  • Select an Order.
  • Select More Actions from the drop-down menu in the right-hand corner.
  • Select the View Order Status Page.

Your survey will appear at the top of the confirmation page. Go ahead and provide a response in the feedback form and see your response in the spreadsheet. 

✋ Still have questions? We got you. Email us at contact@getmesa.com where actual humans are on standby 24/7, ready to help.