How To Create A Pop-Up Survey For Your Shopify Store in 2024 (step-by-step tutorial)

Sherry Wu
September 18, 2024
  1. Introduction
  2. Types of pop-up surveys
  3. Key features of pop-up surveys
  4. Step-by-step tutorial to add a pop-up survey to your store
  5. Best practices

Benefits of Pop-Up Surveys in E-Commerce

Pop-up surveys provide valuable insights into customer preferences, behaviors, and pain points during crucial moments in the shopping journey, helping businesses make data-driven decisions. By using contextual targeting and segmenting visitors, pop-up surveys can gather feedback from specific groups, such as first-time visitors or customers who are abandoning their carts. This targeted approach leads to more relevant responses, allowing businesses to fine-tune their product offerings, marketing strategy, and overall user experience. Additionally, pop-up surveys are an effective tool for reducing cart abandonment rates, identifying reasons for bounce rates, and improving customer satisfaction by addressing issues in real time. With customizable options and seamless integrations with platforms like Shopify, pop-up surveys are a powerful tool for e-commerce store owners to enhance conversions and grow their email lists.

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Types of Pop-Up Surveys for Shopify

Pop-up surveys for Shopify come in a wide range of types, each designed to enhance the user experience while helping store owners gather valuable feedback. These surveys can target specific stages of the customer journey, such as cart abandonment, product page exploration, or post-purchase satisfaction. By integrating these pop-ups with Shopify’s marketing suite, store owners can segment visitors based on behaviors and preferences to capture more detailed analytics and insights.

Pre-purchase surveys

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Pre-purchase surveys are valuable surveys that help ecommerce store owners understand customer motivations before they make a purchase. These popup surveys, triggered at key moments in the buying journey, gather insights into what brought monthly visitors to the site and what factors influence their decisions. Integrated with email marketing tools and types of campaigns, pre-purchase modal popups can ask about customer expectations, offering an opportunity to refine products or personalize offers. Pre-purchase popup surveys enhance the overall customer service experience, helping businesses optimize their entire store marketing strategy while building a mailing list. Many promotion popup apps on Shopify, such as Gojiberry, offer beginner-friendly editors, making it easier for brands to engage visitors and boost sales with targeted offers.

Customer Satisfaction Surveys

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Customer satisfaction surveys are essential tools for e-commerce stores to measure the happiness and loyalty of their customer base. These popups, often triggered after some time has been spent on the website, allow store owners to gauge how satisfied customers are with their websites or products. They can include questions about the overall shopping experience, website design, or product quality, helping businesses refine their marketing strategy and ensure happy customers. Integrated directly with Shopify apps, these customer surveys can be combined with email marketing campaigns and other digital marketing features to enhance the post-purchase experience, gather social proof, and build a strong brand identity.

Exit-Intent Surveys

Exit-intent surveys trigger when the system detects that a user is about to leave the site based on mouse movement. These exit popups offer an ideal opportunity to engage visitors at crucial moments, either by offering a discount code, coupon code, or simply gathering feedback through an exit survey. This type of popup strategy is particularly effective in reducing cart abandonment rates by providing a last-minute offer or solution to keep potential customers from leaving. With deep integrations with Shopify, businesses can implement these pop-ups across their stores, ensuring high-converting popups that maximize the chances of capturing emails, driving sales, and boosting conversions.

Key Features of Effective Pop-Up Surveys

Effective pop-up surveys in e-commerce rely on several key features to drive results and improve user experience. One of the most important is seamless integration with platforms like Shopify, allowing for easy management of email marketing campaigns, customer data collection, and real-time feedback. High-converting popups also use advanced targeting and segmentation to engage potential customers based on their behavior, such as cart abandonment or exit intent. Detailed analytics and performance tracking are essential, giving store owners insights into visitor interaction and conversion rates.

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Customization Options

Customization is crucial for ensuring pop-up surveys align with the brand’s voice and aesthetics while meeting the specific needs of visitors. A wide variety of customizable popups allows store owners to adjust everything from design elements—like colors, fonts, and CTA buttons—to messaging that resonates with their audience. For example, adding exclusive deals or countdown popups like these examples by optimonk can create urgency, while offering custom deals or coupon codes can encourage conversions.

Timing and Triggers

Gojiberry offers discounts, email capture, and timing options to help optimize the effectiveness of your popup surveys. Although we currently offer one timing option, it plays a crucial role in determining when and how users engage with your Shopify popups. Timing and triggers, like scroll behavior or time spent on a page, are key to ensuring that your popups appear at the right moments without disrupting the user experience.For example, an exit-intent popup like the ones provided by wisepop can offer a discount code just before a customer leaves, helping reduce cart abandonment rates. You can also capture emails with an email popup targeting first-time visitors after a few seconds of browsing, effectively growing your mailing list. As we continue to develop more advanced features, our popups will provide even more options to help you fine-tune your entire store marketing strategy with contextual targeting and manual discount codes for even greater engagement.

Mobile Responsiveness

With the majority of online shoppers using mobile devices, mobile responsiveness is a critical feature for any pop-up survey. Mobile-friendly popups ensure that visitors on smartphones or tablets can interact with the survey seamlessly without causing frustration or disrupting the overall shopping experience. Shopify stores can integrate mobile-first popup apps that adapt to various screen sizes and touch navigation for smooth usability. Gojiberry offers mobile-first survey experiences for all survey types.

Steps to Implement Pop-Up Surveys with Gojiberry

  1. Install Gojiberry onto your store with this Shopify App store link. If you don't know how to do so, please follow the instructions on this documentation.
  2. Create a survey with one of our templates, or create your own from scratch. For pre-purchase pop up surveys, we recommend the following templates: Marketing attribution, demographic research, target audience, New product discovery, brand identity, and site usability. These are popular types of surveys that help ecommerce store owners engage their audience.

3. Add incentives
We recommend coupons or points to increase the response rate as surveys take a little bit of effort for your customers to complete. On Gojiberry, you can set up coupon or point-based incentives, which are great for driving growth through email marketing or encouraging micro conversions.

4. Preview and create your survey.
Interact with the popup window to ensure the design and content are aligned with your brand. Use the preview function to make sure everything is set up correctly. Make sure it’s optimized for mobile popups and popup views to capture the attention of visitors and increase engagement across devices. Once satisfied, click “Create survey” to finalize it.

5. Once you’ve created a survey, on your survey project page, turn on the “In-store widget” switch

6. Enable Gojiberry in your App Embeds
If you haven’t done so already, go to your Shopify Theme Settings, and open the “App Embeds” panel. Enable “Gojiberry” in your App Embeds.

Last but not least, don't forget to save your Shopify Theme Settings.

Now, your customers will see your survey in your store!

7. Modify display settings
Currently, we have one display setting available, but more editing options will be added in the near future, offering a broader range of popup types.

Best Practices for Maximizing Participation

Incentivizing with Discounts and Coupons

One of the most effective ways to maximize participation in pop-up surveys is by offering incentives such as discount codes or coupons. Shoppers are more likely to engage with a survey when they know they’ll receive a tangible reward, whether it’s a percentage off their purchase or a special offer like free shipping. Integrating these incentives into your pop-up strategy, such as using discount popups or email capture forms that offer a coupon code upon completion, can significantly boost response rates. Offering exclusive deals to first-time visitors or providing a discount for customers who are about to abandon their cart not only encourages survey participation but can also lead to increased sales and customer retention.

Crafting Compelling Survey Questions

To ensure that customers engage with your pop-up surveys, it’s crucial to craft compelling and concise survey questions. Avoid overwhelming users with too many questions—focus on asking targeted inquiries that provide valuable insights into their shopping experience, preferences, or pain points. Questions should be simple and clear, offering multiple-choice options or a rating scale to make it easy for users to respond quickly. For example, using an exit-intent survey to ask why they are leaving or a post-purchase survey to gauge satisfaction can yield useful feedback while maintaining a smooth user experience. Well-crafted questions, paired with an appealing design, increase the likelihood of participation and deliver actionable insights to improve your business.

Measuring the Impact of Pop-Up Surveys

Measuring the impact of pop-up surveys is essential to understanding their effectiveness and improving the customer journey. Shopify’s detailed analytics allow store owners to track participation rates, survey responses, and how those responses translate into actionable outcomes, such as reduced cart abandonment or increased email list growth. For example, tracking the conversion rate of email capture popups or the engagement rate of discount popups helps businesses determine the return on investment (ROI) of these efforts. Additionally, businesses can monitor key metrics like bounce rates and shopping cart abandonment rates to see how pop-up surveys impact overall site performance. With these insights, businesses can refine their survey strategy and improve their e-commerce marketing campaigns.

Analyzing Customer Feedback

Once customer feedback is collected through pop-up surveys, it’s crucial to analyze this data to identify trends, pain points, and opportunities for improvement. By using tools like Google Analytics and advanced popup builder apps, store owners can evaluate responses and draw meaningful conclusions about the shopping experience. For example, feedback from exit surveys can highlight issues with pricing, product availability, or site navigation, while post-purchase surveys can provide insights into product quality and delivery satisfaction. Segmenting feedback by visitor type or product category allows businesses to tailor solutions to specific customer needs, ensuring that improvements are both targeted and effective. This continuous analysis of customer feedback helps build stronger relationships with the customer base and drives long-term growth.

Improving User Experience

Pop-up surveys play a vital role in improving the overall user experience by addressing customer concerns in real time. By gathering insights through popups, businesses can identify barriers to conversion and make targeted adjustments to the shopping experience, such as optimizing site navigation or simplifying the checkout process. Customizable popups, such as age verification forms or newsletter popups, can also ensure that customers only see relevant content, further enhancing the user experience. The ability to test and refine pop-up surveys, through A/B testing and feedback analysis, ensures that these tools remain effective in keeping customers engaged and satisfied.

Boosting Conversion Rates

Pop-up surveys can significantly boost conversion rates when implemented strategically. Exit-intent popups offering discount codes or exclusive deals can encourage hesitant customers to complete their purchase, reducing cart abandonment. Similarly, email capture popups designed to grow your email list can be used in conjunction with email marketing campaigns to drive repeat purchases and customer loyalty. With features like contextual targeting and segmentation of visitors, businesses can deliver high-converting popups that speak directly to the needs of their audience. By continually optimizing pop-up designs, CTA buttons, and display scenarios, store owners can turn more visitors into paying customers and increase overall sales.