Getting Started

UserLoop helps you collect customer feedback through surveys on your Shopify store, via email, or through shareable links. This guide introduces the different survey types and helps you pick the right one.

Survey Types

UserLoop offers five ways to reach your customers:

Checkout Surveys — Appear on your Shopify Thank You and Order Status pages immediately after a purchase. Because the shopping experience is fresh, checkout surveys get the highest response rates. Best for post-purchase attribution ("How did you hear about us?"), satisfaction, and quick feedback.

Email Surveys — Sent to customers via email after an event like a purchase, order fulfillment, or abandoned cart. You control the timing and trigger. Best for detailed feedback once the customer has received and used your product.

App Block Surveys — Embedded inline on any page of your Shopify store as a native section. The survey sits within your page content and is visible to every visitor who scrolls to it. Best for ongoing feedback, email capture, and page-specific questions.

Popup Surveys — Displayed as a modal overlay on your storefront, triggered by a timer, exit intent, or scroll depth. Best for catching visitors while they browse, exit surveys, and site-wide questions.

Link Surveys — A shareable URL that opens your survey on a standalone page. Works anywhere — social media, SMS, packaging inserts, QR codes, or partner channels. Best for reaching customers outside your Shopify store. Link surveys also support video questions.

Which Survey Type Should I Use?

You can run multiple survey types at the same time. For example, many stores use a checkout survey for attribution, an email survey for post-delivery satisfaction, and a popup for general feedback.

Creating Your First Survey

1. Go to Surveys in the left menu and click New Survey.

2. Choose your survey type.

3. Add questions using the Questions tab. Click Add Question to add one manually, or click Suggest Questions for AI-generated suggestions tailored to your store.

4. Customize the design using the Design tab — set your button color, thank-you page message, and optionally add a discount code or gift card reward.

5. Publish or activate your survey:

• Checkout surveys — Click Add to Shopify Checkout to place the survey on your Thank You page.
• Email surveys — Enable the trigger (post-purchase, order fulfilled, or abandoned cart) and set the delay.
• App Block surveys — Click Activate Survey, then Add App Block to Shopify to place it in your theme.
• Popup surveys — Click Activate Survey, then Add Popup to Shopify to configure the trigger and pages.
• Link surveys — Click Share to get your URL or download a QR code.

Key Features

Here are some features that work across all survey types:

• Question types — Single Select, Multi Select, Open Ended, NPS, Number Score, CSAT, Date, Email, and Video.
• AI-powered suggestions — Get AI-generated questions and answer options tailored to your store.
• Follow-up questions — Show a follow-up question based on a specific answer to dig deeper.
• Customer targeting — Show questions only to new customers, returning customers, or everyone.
• Language translations — Automatically translate surveys into 50+ languages.
• Discount codes and gift cards — Reward customers who complete your survey.
• Analytics and AI insights — Track responses, view breakdowns by question, and get AI-powered summaries and business insights.
• Integrations — Push data to Slack, Klaviyo, Meta Conversion API, and Shopify customer tags.

Next Steps

• Checkout Survey Overview — Set up your first post-purchase survey.
• Question Types — Learn about every question type and when to use each one.
• Analytics Overview — Understand your survey results.

Need Help?

If you have any questions about getting started, reach out to us via live chat and we'll be happy to help.

Updated on: 26/02/2026