Summary

Specialized collection templates (survey templates) are used to guide backers through a branded survey experience and can be edited within the settings section of Shopify's theme editor.


On this page:

Feature overview

Installation

Activation

Customize

Preview

Survey template options




Feature overview

Survey templates efficiently guide backers through the survey process while also increasing opportunities for additional sales. The main features of the survey template are as follows:

  • Welcome messages
  • Rewards section
  • Special offer section
  • Add-ons section
  • Next page
  • Disclaimer pop-up


Additional details for each feature can be found below.




Installation

Survey template files are installed on a store's live theme during project creation within the app.


See more details.




Activation

The survey collection templates are installed on a store's live theme when creating a new project in the app and can be activated within the collection editor on Shopify.


Activating a survey template is done by selecting the desired collection template from the available theme templates when creating/editing a collection.





Customize

Survey templates are customized within theme settings of the store theme editor. The most direct way (see note) to view and edit the survey templates is done with the following steps:

  1. Click on a collection using a survey template.
  2. Click view.
  3. Click customize on the bottom right corner.
  4. Click theme settings and select the appropriate survey template to be edited.



Note

The above method can sometimes work intermittently based on your browser history. If the customize button is not visible after clicking view, first view your store from the the Shopify admin by clicking the eye icon next to online store then try clicking view.


The store theme editor can also be accessed by clicking Online Store from the Shopify dashboard.





Preview

Survey collections can be previewed by clicking view at the top of the editor. The collection must be visible on the online store and have at least one visible reward and add-on product before a proper preview is available. 


Incognito/private browsing

Viewing survey collections and widget pages with the incognito/private mode of a web browser is recommended; doing so ensures you are viewing the latest details and not previously cached information.




Survey template options

The following are the customizable features of the survey collection templates:


General

Defines button colors for the entire template when 'universal styling for buttons' is enabled

  • Universal styling for buttons
  • Button color
  • Button text
  • Button border color
  • Button corner radius (in pixels, e.g. 4px; applies to all buttons by default)


Welcome/return pop-up

The welcome/return pop-up is the first thing visitors see when landing on a survey page. Settings in this section apply to both the welcome and return visitor messages. The following details can be customized within this section:

  • Page background image (optional)
  • Page background color (default)
  • Message background color (applies to welcome, return, disclaimer, and reset pop-ups)
  • Title color
  • Sub-title color
  • Message text color
  • Message text size (in pixels, e.g. 16px)


Welcome message

A message displayed to visitors on their first visit to the page. The following details can be customized within the welcome message:

  • Title
  • Sub-title
  • Message
  • Button


Return visit message

Since it is not uncommon for a backer to begin their survey but not complete it until later, an alternative message is displayed for their return (see lock rewards choice below for more details). The following details can be customized within the welcome message:

  • Title
  • Sub-title
  • Message
  • Button


Rewards section

Backers are required to confirm/select the product(s) within this section before they can proceed. Various custom options are available to meet the needs of each business and its survey.

  • Lock reward choice after confirmation - this default setting helps backers resume the survey as needed without adding unexpected items to their cart.
  • Enable 'Pick a [variant]' (enable/disable) - displays a text prompt for backers to choose a product option.
  • Enable quantity selection (enable/disable)
  • Show product price (enable/disable)
  • Show product description (enable/disable)
  • Top/bottom product spacing (in pixels, e.g. 20px/40px) - the top/bottom spacing between each product listing
  • Add to cart button text (default: confirm)
  • Button color (if not using universal styling)
  • Button text color (if not using universal styling)
  • Button border color (if not using universal styling)


More details pop-up

The 'more details pop-up' shows a product's full description as well as all of its images. The following details can be customized within the more details pop-up:

  • Pop-up page background color
  • Pop-up background color
  • Button color (if not using universal styling)
  • Button text color (if not using universal styling)
  • Button border color (if not using universal styling)


Special offer

The special offer section is an optional element that can be used to engage with backers and entice them to purchase additional items. 

  • Title
  • Title text size (in pixels, e.g. 28px)
  • TItle text color
  • Background color
  • Enable buttons (enable/disable) - optional buttons that can be used to tempt backers with add-on items.
  • Left (affirmative) button - when clicked, backers are directed to add-on section.
  • RIght (skip) button - when clicked, backers are directed to the next stage of the survey (i.e. checkout or widget page; see 'next page' below).
  • Button color (if not using universal styling)
  • Button text color (if not using universal styling)
  • Button border color (if not using universal styling)
  • Top/bottom section spacing (in pixels, e.g. 20px/40px) - the spacing placed above the title and below the buttons.


Add-ons & upsells

The bottom section of the survey is devoted to products available for purchase as add-ons during a survey. The following details can be customized within the add-ons & upsells section:

  • Enable 'Pick a [variant]' (enable/disable) - displays a text prompt for backers to choose a product option.
  • Show product description (enable/disable)
  • Title
  • Title text size (in pixels, e.g. 32px)
  • Top/bottom product spacing (in pixels, e.g. 20px/40px) - the top/bottom spacing between each product listing
  • Product display (grid/list)
  • Numbers of products per grid row
  • Add to cart button text (default: add to cart)
  • Backer pricing color (i.e. the sales price color)
  • Button color (if not using universal styling)
  • Button text color (if not using universal styling)
  • Button border color (if not using universal styling)


Disclaimer pop-up

The disclaimer pop-up is an optional feature used to provide important or supplemental information to backers prior to their continuing beyond the survey page. The following are potential reasons to use this feature:

  1. Inform backers that add-ons will be shipped with rewards (i.e. backers can expect a delay in delivery).
  2. If add-on purchases will have a shipping delay, then it is recommended to inform backers that payment for add-ons is captured at checkout and to post any estimated shipping dates.
  3. Placement for a legal disclaimer.
  4. Remind backers of the estimated shipping timeline for rewards


The following details can be customized within this section:

  • Enable the pop-up (default: enable)
  • Title
  • Disclaimer
  • Checkbox label - the text that displays next to the pop-ups confirmation checkbox


Next page

The details of this section determine the next page of the survey experience (e.g. should a backer be directed to checkout, the widget page, an alternative page, etc. when they leave this page). The details of this section also apply to the right (negative) button of the special offers section (if enabled) and to the 'next' button at the bottom of the survey page. 


The following details can be customized within this section:

  • Next page (checkout, cart, alternate)
  • Alternate page URL - the desired URL for the proceeding page when using alternate in the settings for 'next page'.
  • Button next - e.g. next, continue
  • Button color (if not using universal styling)
  • Button text color (if not using universal styling)
  • Button border color (if not using universal styling)


Reset cookie

Browser cookies are used in surveys to help backers complete the process correctly. If a backer begins their survey but returns at a later date to complete the process, survey cookies hold their product selection (if any) so only the intended quantities are added to the cart. In the event that a backer should need to reset this selection, the reset cookie functionality can be used.


The following details can be customized within this section:

  • Enable (default)
  • Reset text
  • Reset text size
  • Reste text color
  • Reset pop-up
  • Reset pop-up title
  • Message