If you use Shopify for your online sales, AskNicely can help you survey your contacts after specific events in their journey, like order fulfillment or refund creation.
To set up your Shopify integration, you’ll need to have Admin privileges for your AskNicely account and your Shopify account. If you're the admin, let's get started!
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In AskNicely, Choose Your Webhook
Create a Webhook in Shopify
Find the "Create a Webhook" button in your Shopify account:
- Click Settings in the bottom left of your screen
- Click Notifications
- Click Create a Webhook. Here, you’ll need to pause and go to your AskNicely account.
In AskNicely, Choose Your Webhook
In AskNicely, navigate to App Store > Integrate > Shopify.
The Shopify integration page displays two long webhook URLs - you will need to choose one or the other and then paste that URL into your new Shopify webhook.
Simplest Option: "URL (FOR WEBHOOK) WITH A 7 DAY DELAY"
This will send a survey 7 days after your trigger event. Surveys triggered in this manner will respect your Global Contact Rules set at the bottom of the Send page (paper airplane icon). The default Global Contact Rule is: "Wait at least 90 days before contacting a person again with a new survey."
Note: Surveys will send exactly at the day mark from when the triggered event takes place. For example, if the event is at 12:01pm on 12/01 with a 7 day delay, the survey will be sent at 12:01pm on 12/08. Keep this in mind for your weekend shoppers.
Advanced Option: "URL WHICH ONLY ADDS PEOPLE"
This will only add the contact to your AskNicely Contacts page - it will not send surveys automatically. You can then add a Send Scheduler on the Send page to send out surveys. This gives you more control, but is slightly less "set it and forget it" automation.
Once you’ve chosen a URL, click Copy to Clipboard and return to Shopify.
Configuring Your Webhook
Return to Shopify to enter in the information you got from AskNicely.
- Choose the event you wish to trigger a survey send.
- Make sure the "Format" dropdown is set to JSON.
- Paste the webhook URL that you copied from the AskNicely integration page.
- If you chose the "Delayed Send" option, you can adjust the day delay by changing the number at the end of the URL (7 is the default).
Suggestion: Double-check the end of the URL to make sure you have the correct one:
- If the URL ends with “delaydays=xx”, you have selected the automatic trigger URL
- If the URL ends with “addonly=true”, you have selected to add only, no trigger
4. Click Save webhook - once you have saved this webhook, it is live! If the event that you chose in Step 1 occurs, Shopify will send the contact to AskNicely - if you selected the "Delayed Send" webhook, it will also queue up the survey to be sent. Measure twice, cut once!
Testing Your New Webhook
- Create a test user in Shopify, if you don't have one already.
- Execute the triggering event. (Example: "Order Fulfilled")
- Shopify will send your test user into AskNicely, which you can see by visiting your Contacts Page. (Person icon in the left navigation menu.)
The information in the "Custom Data" column is set by Shopify and can’t be configured. However, as you can see, there’s a great deal of information that’s sent over.
One way to get creative with the data points available is to experiment with different "Tags" in Shopify.
Additional Actions
Use Tags to Prevent Contacts from Being Surveyed
You can prevent contacts from being brought into AskNicely by specifying which Shopify tags should be excluded. To do this in AskNicely, click App Store > Integrate > Shopify and scroll to the bottom of the page.
Enter in any tags you’d like to exclude, and click Save.
Disabling the Integration
Disabling this integration must be done in Shopify. To disable your Shopify integration, follow the same path you used to create the Webhook:
- Click Settings in the bottom left of your screen
- Click Notifications
- Scroll all the way to the right
4. Click the Trash Can
5. Confirm you want to remove your webhook by clicking Remove.