This integration uses the same basic tech as the Shopify Customer & Order Tagging Integration, with some slight adjustments for this particular workflow.

Instead of tagging customers and orders with the survey responses, this workflow allows you to tag customers and orders (and use metafields) to add survey response and survey completion data to all three locations.

Activate the Integration

Viewing the Data

Customer & Order Metafields

Order Tags

Customer Tags

Setup Note: Before you start, you'll need to make sure that you have Shopify store access and the Manage and Install Apps permission because this integration requires store authentication to complete.

In the Kno App, navigate to Settings->Integrations and click Connect next to the Shopify Tagging feature.

You'll see this screen to start the authentication process. Toggle on the 'Survey Status Shopify Tagging (Customer & Order)' workflow. Then click Install.

Next you'll need to Authenticate. You'll see this message.

Scroll down and enter your Shopify subdomain/store URL, then click Connect. Make sure to have Admin store access/permissions to Install Apps before finishing the installation. Otherwise, you'll get an error that says you cannot complete the installation.

Once you connect, you'll go to the Configure screen, with the following configuration message.

You have four options to choose from:

You can configure any or all of them to work on your Shopify store. Enter 'True' for any option you want to turn on and 'False' for any option you want to exclude. Once you enter a value (either True or False) for all four options, click 'Finish'.

You'll get a message saying you have successfully added Shopify! Click Done to finish the process.

There's nothing else you need to do in your settings in KnoCommerce and no other configuration necessary. We will tag or update your metafield to include partial responses and completions. Here's how your data will look for each workflow option.

Metafields on both customer and order pages will be added to the KnoMetafield namespace with 'knosurvey' added to the survey title in snake case (new_customer_attribution_survey) as the key. Then the values will be updated to 'Partial' for a partial response to the survey and 'Completed' for a full survey submission/completion.

Metafields by default will not be pinned to either the customer or order pages. When metafields have been added, you'll see a message on the respective page similar to below (example is Order page, but behavior is equivalent on Customer page).

Click 'View all' to see a list of all the unpinned metafields and their values associated with the order/customer page.

To change this setting and make the metafields visible on the Shopify page, on Shopify Admin go to Settings -> Custom Data -> click on either Customer and/or Order Metafields to open up the definitions.

Then click the thumbtack icon next to the appropriate metafield to pin it to the page.

Each tag type looks slightly different. Order tags have a 40-character limit, so they will be prepended by 'Part:' when a partial response and 'Comp:' when the customer completed/submitted the survey. The rest of the tag is the first 35 characters of the survey title.

Each Order is tagged with the 'Partial' tag when a customer answers the first question. When the customer completes the survey, we will delete the 'Partial' tag and add in the 'Completed' tag to finish the survey.

Customer tags have a 255-character limit, so they will store more data. For that reason, their format will be slightly longer. They will be prepended by 'Kno Survey - Survey Title:' with either a Partial or Completed status.

As with Order Tags, when a customer completes the survey, we will delete the partial tag and add the completed tag to keep the customer profile or order status updated and accurate.

Happy Tagging! Please reach out to us at hello@knocommerce.com if you have any questions or need anything else.