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Shopify automation & flows

Automate actions via Shopify automations when a survey is completed

Written by Anthony Glover
Updated over 4 months ago

Shopify automations let you automate actions when a survey is submitted. Asklayer is unique in that you can use values submitted in the surveys in your automations to make decisions.

Note
Flows are only triggered if a user can be identified. A user can be identified in any of the following cases:

  • Survey is completed while logged in to your store.

  • Survey contains an email field and user enters an email.

  • Survey is completed on the post-purchase page.

  • Survey is sent via post-purchase email.

Let's make an example automation.

Example case: We're running a satisfaction survey and we want to personally follow up users who aren't giving 5/5 satisfaction ratings, so we will send our staff an internal notice and add a note to the customer when a rating less than 5 is received.

Potential case extension: If a user gives 5/5 follow them up with a testimonial request.


Step 1. Create an automation.

Step 2. Select the Asklayer survey completed trigger.

Step 3. Add a condition.

Step 4. Add criteria.

Step 5. Select "satisfaction". This corresponds to the value received from the first "satisfaction" question page in our survey.

Step 6. Set conditions.

Below is a table of question types and their corresponding keys to use in automations.

Description

Key

Type

Satisfaction level

satisfaction

Number

Star rating

stars

Number

Numeric scae

numberScale

Number

Two-choice option

binary

String

Consent checkbox

consent

Boolean

Dropdown

dropdown

String

Word cloud

wordCloud

String

Single choice

singleChoice

String

Multiple choice

multipleChoice

String

Email address

emailCapture

String

Coupon code

coupon

String

Survey title

surveyName

String

Single line text

singleLine

String

Button list

buttonList

String

Step 7. Select actions to take.

Step 8. Case extensions - use the 'otherwise' output and add one more criteria for satisfaction equals 5 and add a marketing email action as needed.

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