Create Your First Survey

As a worked example we'll build the classic attribution survey: "How did you hear about us?" shown on the Thank you page right after checkout — the highest-response placement there is. Every step adapts to any other survey.

Go to Surveys → Create new survey. The template gallery opens; pick the Post-purchase survey template (it already contains "How did you hear about our store?" plus three follow-ups), or click Create from scratch for a blank survey. Either way the full-screen builder opens.

A survey is organized into pages:

• Each page has an optional title and description, holds one or more questions, and you set how many questions show per page.
• Drag to reorder questions and pages.
• The live preview on the right switches between Desktop, Mobile, and Fullscreen — check mobile before publishing, most responses come from phones.
• A save bar tracks changes; nothing goes live until you save.

Click Add content to open the question picker — 5 families: Choice, Rating & Ranking, Contact Info, Text, and Pages (see Question Types Reference). For our example:

1. Keep "How did you hear about our store?" as a Single Choice with your real channels (TikTok, Instagram, Google, a friend…).
2. Enable the Other option setting on it — the answers you didn't think of are often the most valuable.
3. Delete follow-up questions you don't need — shorter surveys complete better. One to three questions is the sweet spot for post-purchase.

In the channel settings, make sure Order Status/Thankyou page is enabled (it is by default on new surveys) and choose where it renders: the Thank you page, the Order status page, or both. Disable the Onsite Survey channel if you only want the post-purchase placement.

Save, then set the survey's status to Active in the survey list. To test, place a small test order in your store — the survey appears right on the Thank you page. Your answer shows up under Responses within moments.

Manage surveys from the list at any time: filter All / Active / Inactive, and use the row actions to duplicate (great for A/B tests), delete, or change status.