How to Add a Post-Purchase Survey in Shopify
Lifetimely's post-purchase survey is a powerful way to collect customer attribution data directly from your Shopify thank you page. This guide walks you through how to set up the survey, customize it, and publish it to your Shopify checkout using either the new Checkout Extensibility or the legacy checkout flow.
Step 1: Set Up the Survey in Lifetimely
1. Open the Lifetimely app.
2. Navigate to Attribution > Post-Purchase Survey.
3. Set up your survey and hit Save
Customizing Your Survey
- Show or hide default answers by clicking the eye icon on every option, or add additional answers relevant to your campaigns.
- The option to randomize answers is enabled by default, but you can manually reorder them if needed.
- Customize the question and confirmation message to match your brand.
NOTE: Your survey is saved as a Draft and will not be visible to customers until it has been added to your Shopify storefront via Shopify Admin and published in Lifetimely.
Step 2: Add the Survey to Your Shopify Store
- If using Shopify Extensibility Checkout, follow Step 2A.
- If on Shopify’s legacy checkout, follow Step 2B.
Step 2A: Add the Survey Using Shopify’s Extensibility (New Checkout Flow)
1. In Shopify, go to Settings > Checkout
2. Select Customize
3. Select the Apps icon
4. Locate Lifetimely - Attribution Survey and select + (Add)
5. In the pop-up, select Thank You
6. Confirm the placement of your survey and select Save
Step 2B: Add the Survey Using Shopify’s Legacy Checkout Flow
1. In Shopify, go to Settings > Checkout
2. Scroll down to the Order status page additional scripts
3. Paste the provided survey script into the Additional scripts
<script defer async src="https://assets.insights.useamp.com/extensions/legacy-attribution-survey.prod.js"></script>
4. Select Save.
Step 3: Publish and test your survey
1. Once you've added the survey via Shopify Admin, head to Lifetimely and enable Publish
2. To test, place a test order using Shopify’s Bogus Gateway: Shopify Test Orders.
3. You will start seeing data in the Survey Results tab