How to Activate and Install the Convbox Survey
Do You Want to Know How Your Customers Found Your Website Before Making a Purchase?
Was it through media ads, email, or a friend’s recommendation?
Now, with Convbox’s Post Purchase Surveys, you can ask your customers this question on the Thank You page in Shopify's checkout process. Use the customer responses to further refine your order attribution.
When you first access the Post Purchase Survey page, you will see two setup steps. Typically, you only need to select the second step and click the "Get started" button to begin setting up the survey.
Once the survey is activated, you will be guided to the Convbox survey setup page. Here, you can configure the response options for Convbox attribution questions, including adding/editing/deleting custom responses, adjusting the order of responses, adding new custom responses, and installing/uninstalling the survey.
Convbox provides 10 default response options for the attribution question, which you can edit, show/hide, or supplement with custom responses.
1）Question Title: The title of the Convbox attribution question is fixed as "Which of the following led you to purchase today?" and cannot be modified.
2）Adjusting Response Order: Most response options have a light blue square icon on the far left, allowing you to drag and drop to reorder the responses as they appear on the Shopify Thank You page. However, the “None of the above” option is fixed as the last response and cannot be moved.
3）Show/Hide Responses: Each response option has a hide button on the right. Hidden responses will not appear on the Shopify Thank You page.
4）Lock Icon: Responses with a gray lock icon on the left are standard Convbox attribution responses and cannot be edited or deleted. You can only adjust their order or show/hide them.
5）Add Custom Responses: By clicking the "Add Answer" button, you can add custom responses. The maximum number of responses is 14. Custom responses will also appear on the Shopify Thank You page.
6）Mapping Custom Responses: For custom responses added via "Add Answer," you can set their mapping relationship to specific channels. The 9 standard Convbox attribution responses have predefined mappings that cannot be modified.
7）Randomize Answer Order: By checking the "Randomize Answers" box, the survey responses will be displayed in random order to different users. Otherwise, they will follow the current set order.
8）Setting Influencer and Sub-Responses: The Influencer option is preset but hidden by default. To enable this option, click the icon next to it. You can also set sub-responses for this option to specify particular influencers. When users select the Influencer option in the survey, they will see the sub-responses you set and make further choices.
9）Survey Preview: As you configure the settings, you can see the changes in the survey preview area on the right.
10）Install Survey: Once you’ve completed all settings for the attribution question, click the "Install Survey" button. Convbox will automatically install the survey on your Shopify Thank You page. Upon successful installation, the survey will appear just below the order number on the Thank You page and will be shown to all customers who reach this page.
In addition to the Convbox attribution question, you can add two custom survey questions to gather more user feedback. As shown below, when the survey is installed, you can click the “Add Question” button and then click “Customized Question” to add custom questions.
1）Set Custom Question Title: Enter the question title in the input box under "Question" (maximum 80 characters).
2）Set Survey Response Options: Enter the response options in the input boxes under "Answers." Click the "Add Answer" button to add more responses.
3）Adjust Response Order: Drag the symbol in front of the responses to adjust their order.
4）Randomize Response Display: Check the “Randomize Answers” box to display response options in random order. If unchecked, responses will be shown in the set order.
5）Show/Hide Responses: Click the show/hide icon next to the responses to set whether they are displayed.
6）Delete Custom Question: Click the delete icon next to the responses to remove the current response.
7）Add Multiple Custom Questions: If you want to add more than one custom question, click “Customized” at the top left of the page to add additional questions. Currently, up to two custom questions are supported.
8）Show/Hide Custom Questions: Click the show/hide button on the right side of the "Question" title line to set whether the current question is displayed or hidden.
9）Adjust Custom Question Order: Click the second button on the right side of the "Question" title line to move the current custom question up.
10）Delete Custom Question: To delete the current custom question, click the third icon on the right side of the "Question" title line, then click "Delete Question." After completing these settings, click the “Update Survey” button at the bottom right of the window to save your custom question and update the survey settings.
11）Edit Custom Questions: Once saved, custom questions will appear in the area shown below. Click the edit button to modify the custom question settings.
If you no longer wish to display the survey on your site’s checkout page, click “Uninstall Survey” as shown below to remove the survey from your site.
Note: After installing the survey, it is recommended to place a test order in your Shopify store to ensure the survey appears correctly on the Thank You page and that the survey settings match your configurations.
Once you have collected survey responses, you can view the corresponding survey reports in the "Survey Report" tab under the "Post Purchase Survey" menu.
Survey Question Options: In the "Survey Question" dropdown menu, you can select the type of question you want to view, including default and custom questions.
Survey Data Range: The survey report supports viewing data from the last 7 days, 14 days, 30 days, 90 days, and yesterday. You can select different time ranges based on your needs.
Survey Data Explanation:
You can toggle between Response Rate, Views, and Orders metrics to understand the trend changes.
Summary metrics include Total Responses, Views, Response Rate, Orders, etc.
You can also view the specific number of responses (Responses), response percentage (Percent), and revenue (Revenue) for each response option.
For questions with sub-responses (such as Influencer and None of the above), you can download detailed responses for further review.
Displays the number of responses, response percentage, and share of total responses for each category, helping you clearly understand the distribution of user feedback.
Was it through media ads, email, or a friend’s recommendation?
Now, with Convbox’s Post Purchase Surveys, you can ask your customers this question on the Thank You page in Shopify's checkout process. Use the customer responses to further refine your order attribution.
1. Activating Convbox Post Purchase Surveys
When you first access the Post Purchase Survey page, you will see two setup steps. Typically, you only need to select the second step and click the "Get started" button to begin setting up the survey.
2. Setting Up the Post Purchase Survey
Once the survey is activated, you will be guided to the Convbox survey setup page. Here, you can configure the response options for Convbox attribution questions, including adding/editing/deleting custom responses, adjusting the order of responses, adding new custom responses, and installing/uninstalling the survey.
1. Attribution Question Setup:
Convbox provides 10 default response options for the attribution question, which you can edit, show/hide, or supplement with custom responses.
1）Question Title: The title of the Convbox attribution question is fixed as "Which of the following led you to purchase today?" and cannot be modified.
2）Adjusting Response Order: Most response options have a light blue square icon on the far left, allowing you to drag and drop to reorder the responses as they appear on the Shopify Thank You page. However, the “None of the above” option is fixed as the last response and cannot be moved.
3）Show/Hide Responses: Each response option has a hide button on the right. Hidden responses will not appear on the Shopify Thank You page.
4）Lock Icon: Responses with a gray lock icon on the left are standard Convbox attribution responses and cannot be edited or deleted. You can only adjust their order or show/hide them.
5）Add Custom Responses: By clicking the "Add Answer" button, you can add custom responses. The maximum number of responses is 14. Custom responses will also appear on the Shopify Thank You page.
6）Mapping Custom Responses: For custom responses added via "Add Answer," you can set their mapping relationship to specific channels. The 9 standard Convbox attribution responses have predefined mappings that cannot be modified.
7）Randomize Answer Order: By checking the "Randomize Answers" box, the survey responses will be displayed in random order to different users. Otherwise, they will follow the current set order.
8）Setting Influencer and Sub-Responses: The Influencer option is preset but hidden by default. To enable this option, click the icon next to it. You can also set sub-responses for this option to specify particular influencers. When users select the Influencer option in the survey, they will see the sub-responses you set and make further choices.
9）Survey Preview: As you configure the settings, you can see the changes in the survey preview area on the right.
10）Install Survey: Once you’ve completed all settings for the attribution question, click the "Install Survey" button. Convbox will automatically install the survey on your Shopify Thank You page. Upon successful installation, the survey will appear just below the order number on the Thank You page and will be shown to all customers who reach this page.
2. Custom Question Setup
In addition to the Convbox attribution question, you can add two custom survey questions to gather more user feedback. As shown below, when the survey is installed, you can click the “Add Question” button and then click “Customized Question” to add custom questions.
1）Set Custom Question Title: Enter the question title in the input box under "Question" (maximum 80 characters).
2）Set Survey Response Options: Enter the response options in the input boxes under "Answers." Click the "Add Answer" button to add more responses.
3）Adjust Response Order: Drag the symbol in front of the responses to adjust their order.
4）Randomize Response Display: Check the “Randomize Answers” box to display response options in random order. If unchecked, responses will be shown in the set order.
5）Show/Hide Responses: Click the show/hide icon next to the responses to set whether they are displayed.
6）Delete Custom Question: Click the delete icon next to the responses to remove the current response.
7）Add Multiple Custom Questions: If you want to add more than one custom question, click “Customized” at the top left of the page to add additional questions. Currently, up to two custom questions are supported.
8）Show/Hide Custom Questions: Click the show/hide button on the right side of the "Question" title line to set whether the current question is displayed or hidden.
9）Adjust Custom Question Order: Click the second button on the right side of the "Question" title line to move the current custom question up.
10）Delete Custom Question: To delete the current custom question, click the third icon on the right side of the "Question" title line, then click "Delete Question." After completing these settings, click the “Update Survey” button at the bottom right of the window to save your custom question and update the survey settings.
11）Edit Custom Questions: Once saved, custom questions will appear in the area shown below. Click the edit button to modify the custom question settings.
3. Uninstalling the Survey
If you no longer wish to display the survey on your site’s checkout page, click “Uninstall Survey” as shown below to remove the survey from your site.
Note: After installing the survey, it is recommended to place a test order in your Shopify store to ensure the survey appears correctly on the Thank You page and that the survey settings match your configurations.
3. Survey Reports
Once you have collected survey responses, you can view the corresponding survey reports in the "Survey Report" tab under the "Post Purchase Survey" menu.
Survey Question Options: In the "Survey Question" dropdown menu, you can select the type of question you want to view, including default and custom questions.
Survey Data Range: The survey report supports viewing data from the last 7 days, 14 days, 30 days, 90 days, and yesterday. You can select different time ranges based on your needs.
Survey Data Explanation:
1. Survey Result Trend Chart:
You can toggle between Response Rate, Views, and Orders metrics to understand the trend changes.
2. Survey Result Detailed Statistics:
Summary metrics include Total Responses, Views, Response Rate, Orders, etc.
You can also view the specific number of responses (Responses), response percentage (Percent), and revenue (Revenue) for each response option.
For questions with sub-responses (such as Influencer and None of the above), you can download detailed responses for further review.
3.Survey Result Proportion Statistics:
Displays the number of responses, response percentage, and share of total responses for each category, helping you clearly understand the distribution of user feedback.
Updated on: 30/08/2024
Thank you!