Setting Up Your First Post-Purchase Survey

Welcome to Track Feedbacks! This guide will walk you through creating your first post-purchase survey in just a few minutes.

Prerequisites

Before you start, make sure you have:

A Track Feedbacks account (sign up for free)

Admin access to your Shopify store

Basic understanding of your customer journey

Step 1: Access the Survey Builder

1. Log into your Track Feedbacks dashboard
2. Click **"Create New Survey"**
3. Select **"Post-Purchase Survey"** template
4. Choose your preferred survey style

Step 2: Configure Survey Settings

Basic Information

**Survey Name**: Give your survey a descriptive name (e.g., "Post-Purchase Feedback - January 2024")

**Survey Type**: Select "Post-Purchase"

**Target Audience**: Choose "All Customers" or create specific segments

Timing Settings

**Send Delay**: We recommend 7 days after purchase

**Send Window**: Set business hours for optimal response rates

**Follow-up**: Enable automatic reminders after 3 days

Step 3: Design Your Questions

Start with these essential questions:

Question 1: Overall Satisfaction

Type: Rating Scale (1-5 stars)
Question: "How satisfied are you with your recent purchase?"

Question 2: Likelihood to Recommend

Type: NPS Scale (0-10)
Question: "How likely are you to recommend us to a friend?"

Question 3: Open Feedback

Type: Text Area
Question: "What could we do to improve your experience?"

Step 4: Customize the Design

1. **Branding**: Upload your logo and set brand colors
2. **Layout**: Choose from modern templates
3. **Mobile Optimization**: Preview on different screen sizes
4. **Thank You Page**: Customize the completion message

Step 5: Set Up Integrations

Shopify Integration

1. Go to **Settings** → **Integrations**
2. Click **"Connect Shopify Store"**
3. Authorize the connection
4. Select which order statuses trigger surveys

Email Configuration

1. Configure your sending domain
2. Set up branded email templates
3. Test email deliverability

Step 6: Test Your Survey

Before going live:
1. Send test surveys to yourself and team members
2. Complete the survey on desktop and mobile
3. Check email formatting and branding
4. Verify data appears correctly in your dashboard

Step 7: Launch and Monitor

1. **Activate Your Survey**: Toggle the survey to "Live"
2. **Monitor Performance**: Check response rates daily
3. **Review Feedback**: Set up daily digest emails
4. **Optimize**: Adjust questions based on initial results

Best Practices

Response Rate Optimization

Keep surveys short (2-3 questions max)

Send at optimal times (Tuesday-Thursday, 10 AM - 2 PM)

Offer small incentives for completion

Use clear, friendly language

Question Design Tips

Ask one thing at a time

Use simple, conversational language

Avoid leading questions

Include both rating and open-text questions

Follow-up Actions

Respond to negative feedback within 24 hours

Thank customers for positive reviews

Use insights to improve products/services

Share results with your team

Troubleshooting Common Issues

Survey Not Sending?

Check your Shopify integration status

Verify email sending domain setup

Confirm survey is set to "Active"

Low Response Rates?

Try different subject lines

Adjust sending timing

Shorten your survey

Add incentives

Data Not Appearing?

Check your webhook configuration

Verify Shopify order statuses

Contact support if issues persist

Next Steps

Once your first survey is running successfully:
1. Set up additional survey types (NPS, CSAT, etc.)
2. Create customer segments for targeted surveys
3. Build automated workflows
4. Explore advanced analytics features

Video Tutorial

Watch our step-by-step video guide:

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Need Help?

**Live Chat**: Available 9 AM - 5 PM EST

**Email Support**: support@trackfeedbacks.com

**Video Calls**: Schedule a free 30-minute setup session

**Community**: Join our user community for tips and best practices

Congratulations! You've successfully set up your first post-purchase survey. Start collecting valuable customer insights today.