Our Starter plan is a great first step on the journey to unlocking the value of our survey tool that becomes fully available on our paid plans. This guide will walk you through how to set up 3 critical questions on your post-purchase survey to get the most insights possible:
How did you first hear about us?
What brought you to our website today?
How long did you know about us before making your first purchase?
Start by signing up for KnoCommerce - if you're coming from one of these agencies we've hooked you up a little extra and make sure to use the below links :)
After creating your account, the app will take you to the survey builder to create your first survey!
Confirm the option to display the survey on the confirmation screen. It should look like the screenshot below. Just so you know, you can always send a survey through a link as well, such as our abandoned cart survey, but we can skip that for now :).
Make sure to give the survey a title, below mine is "Attribution Survey", you can do the same
Skip the Choose an Audience step (that feature unlocks on paid plans), and go straight to the Ask Questions section. Click Start With A Template to find the 'Simple Attribution' survey.
Search for or use the arrows to navigate through the template library to find the 'Simple Attribution' survey template and click Add Template.
If you want, you can choose to add or delete Response options for either of the first two questions. Also, make sure to check out some of the options in the 'advanced settings menu. Features like Add Response to Klaviyo and Add Response to Shopify require paid plans. But helper text, question logic, selecting a free-response 'Other' option, randomizing the response display order, and utilizing a two-column format are all features that are available regardless of the plan you have selected!
Once you have all of your settings in place, click save (the yellow floppy disk in the lower right corner).
It will take you to the 'You did it!' page. Make sure to use the dropdown menu to publish your survey.
If your store has upgraded to Shopify's Checkout Extensibility on the TYP/OSP, you may have another couple of steps to complete. Check out our Extensibility help doc for more info.
That's it! Now just sit back and watch the survey results roll in!
When you're convinced that you want to move to a higher tier plan, go to Settings->Billing in order to upgrade.
Some additional resources for you:
Demo page - see surveys on a confirmation page
How-to Videos - short video series on how to start with your surveys
Help Center - help with all kinds of setup and use cases
Note: If for some reason you do not see any results coming in after about 20 orders have been placed, reach out to us! Sometimes there are conflicts with other widgets on the confirmation screen and we can help troubleshoot to get everything displaying correctly.