Customer Effort Score (CES) trigger distribution in Shopify

This article will show you how to start measuring Customer Effort Score (CES) via triggers - automated emails after an order is fulfilled and paid- in your Shopify account.

Requirements

In this article

NOTE: every step is the article is the same for CSAT,NPS and CES


Connecting Shopify with Nicereply

1. Choose the CES metric in the “left menu” in your Nicereply account. Click on START CES. If you do not see the START CES button click on CES - Surveys - ADD SURVEY

2. From distribution options  choose TRIGGER

3. You’re on the app directory page now, click on Shopify icon

4. In the next step add your Shopify URL

5. Click connect and Continue and then click Install unlisted app. 

6.  Add your users from Shopify to Nicereply by clicking continue. New users will get an automated email with login instructions from us.


Trigger activation in Shopify

7. You’re on the good way! The CES trigger is waiting for for activation.

7. You can manage the trigger behaviour in “Trigger settings”. When you’re ready hit the “active trigger” button.

8. Important! In order to send automated email surveys - triggers - your orders need to have following status. Payment status has to be paid, and Fulfillment status has to be fulfilled.


Good job!

Nicereply will utilise your existing integration with Shopify and the workflow is follows:

1.   After CES trigger activation Nicereply will start scanning the status of your orders on a regular basis

2.   Nicereply will send the CES survey to the order requestor for all orders created via Email channel, with status paid and fulfilled and without order update for 48 hours (by default)

3.   Nicereply will collect the CES ratings and push it to Shopify in form of a note

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