With Shopify having recently released their update to the customer Checkout experience, KnoCommerce has built and will continue to develop an Extension so brands can display surveys on their Order Status page.

If you are unsure if your Shopify account has been upgraded to Extensibility, log into your Shopify store.

Then in the bottom left, go to the Settings menu, which will open up this screen. From here, select the Checkout settings in the menu on the left.

Then at the top of the page you should see a small box right under Checkout that describes your Extensibility Status. If you see an Orange box with the 'Upgrade to Checkout Extensibility' label and no checkmarks, that means you have NOT upgraded to Extensibility.

If you ONLY have upgraded the Checkout page, then you can continue to use the regular version of KnoCommerce. Extensibility will only affect your survey if you have upgraded the Thank you and Order status pages.

If you have upgraded both, then you will see a green box with the label 'Your upgrade to Checkout Extensibility is complete.' This will require you to follow the instructions contained in this document down below.

Note: Shopify's most recently deployed version of this may not have the Orange or Green banners to let you know of the status. In that case, you'll need to look for the 'Customize' box that will look like this screenshot (see extension instructions below for screenshots).

The first step in getting your store set up with Checkout Extensibility is to make sure your KnoCommerce account is connected to your Shopify store.

If you do not have a KnoCommerce account yet, check out this help doc on how to register an account with KnoCommerce.

Once you've created your KnoCommerce account, double-check that you have an active Shopify Integration. Follow the initial instructions in this Shopify Integration help doc to do so, or just go to the Integrations page to confirm that your Shopify store is connected.

Your next step is to complete the Upgrade to Extensibility process on your Shopify store.

NOTE: If you have not already upgraded your store to Extensibility, you do not need to in order to use KnoCommerce. Our app will work without any further steps. But upgrading to Extensibility does require the steps below.

For Shopify Plus brands, here are Shopify's instructions for completing the upgrade process for Thank You Page and Order Status.

For non-Shopify Plus brands, check out Shopify's instructions for completing the upgrade process.

Also check out what Shopify Plans are permitted to upgrade to Shopify Extensibility (FYI, KnoCommerce is an Eligible app that customizes the thank you and order status pages).

To get the Kno Extension added to your Thank You page and/or the Order Status page, go to your Admin Settings in the lower left-hand corner of your Store Admin.

Then in the Settings modal, you'll need to choose the Checkout menu item.

Once you're in the Checkout settings, click 'Customize' to edit your live Checkout flow.

Within the Checkout Editor, make sure to select the Thank You Page or the Order Status page (not the Checkout page) as each page has its own editing screen and we do not have a survey block available on the Checkout page (see screenshot below).

Once you click the correct page (either Thank You or Order Status), also make sure that you are on the Sections menu not the Settings menu in the top left-hand corner.

Next you'll need to click the "Add app block" button in the bottom left and you should see the Kno extension listed there.

After you click 'Add app block' and select the Kno Checkout Survey block, you'll see 'App block settings' in the left-hand menu.

The 'Preview question type' and 'Preview confirmation screen' settings only affect the preview survey that is shown to the right in the Shopify Page builder. You can use those settings to preview what different question types and the survey confirmation message look like.

The 'Confirmation screen content' will be the message that customers see whenever they complete their survey.

IMPORTANT: None of those settings will affect how the survey displays to your customers, so you can simply leave them as-is and save the checkout flow to get your survey live.

NOTE: The survey questions you see in the builder preview will be different from the questions you've configured in your Kno account because they are only placeholder questions for the preview. The survey that will display live on your website will be the survey(s) you have configured in your Kno account.

After you add the Kno extension block, make sure to move the Kno App block to the top of the page. We've seen up to an 80% reduction in survey responses whenever the survey is not at the top of the page, so fair warning if you decide to move the block somewhere else!

Lastly, click Save in the top right corner to set that Checkout profile live on your site.

Then you should be good to go!

One last thing to double-check is to make sure you're using the most updated version of Kno. This makes sure you're using our version that includes Kno Extensibility and that we have the correct data permissions on your store.

In your Shopify store, go to Settings...

Then choose Apps and Sales Channels...

Then click on Kno Post Purchase Surveys...

And lastly click on Open App. This will either update the Kno version you're using on your store or prompt you to approve some data permissions.

Now you're all set!

IMPORTANT: Not all KnoCommerce Actions will function correctly on Extensibility after adding the app block to your store.

Brands who migrate to Extensibility and use Actions in your current survey version may need to make some changes/adjustments to the Actions to avoid negatively impacting your survey display and engagement with specific questions.

If you go into the Survey Editor for your survey and see an Action with a red warning next to it, you'll need to make those changes.

Before making any changes, please read the Survey Edits & Changes help doc to look at the specifics around changing your surveys. Essentially, you'll need to either replace the Action in your existing survey (and lose your historic Action reporting data) or clone the survey and then replace the Action (and have the data for your other questions living in two different surveys).

Once you've decided on how to move your Actions to be Extensibility compatible, check out our new, recently-deployed Action type to use Actions on Shopify Extensibility. Take a look at the Canvas Action for more info on how to get those actions working on your upgraded store.

All of our core question types work with Extensibility, but unfortunately, some key pieces of tech will be missing if you choose to upgrade now due to limitations in Shopify's available extensibility components.

We're working with them to close the gap, but it will likely be late Q3 or even Q4 before we've fully resolved the following:

❌ Custom styling - Cannot use Kno app settings or custom CSS to change text or color scheme styling

❌ Video question types - Cannot use this question type/functionality

❌ Slider question types

❌ Dynamic confirmation screens - Cannot inject custom-built, brand-specific HTML into your survey confirmation page

You can see a view of these live here, or watch the video below for more.