A Shopify Agency Checklist for Launching a Client Survey

A client survey is ready to hand over when the agreed question works on the intended Shopify pages, a response has been checked, and someone owns the next review. Installing an app is one step in that process. The handoff should make it clear what was tested, what remains uncertain and who will act on the answers.

Use this checklist for one client store at a time. It focuses on the decisions and evidence an agency needs around a launch; the linked setup guides cover the individual controls. OrderSurvey does not provide a shared agency dashboard or automatic cross-client reporting.

1. Agree on one decision and who owns it

Before opening the builder, finish this sentence with the client: “We are asking this question so that ___ can decide ___.”

For example, a client may want to understand which creators buyers remember before choosing what to investigate in its next marketing review. That is an illustrative brief, not a claim about a customer's results or a promise to measure causal return on advertising.

Record five things:

• The decision and person responsible for acting on it.
• The exact question and answer choices.
• The intended audience and page placements.
• The person who will review the first answers, and a review date.
• The agreed work: configuration, test submissions, reporting and any ongoing support.

Keep the launch small enough to explain to the client. If the question needs a follow-up, use a condition that has a clear purpose, such as asking which podcast a buyer selected. The branch-testing checklist covers how to test those paths.

2. Choose how the work will be done in Shopify

The client can install OrderSurvey and make changes during a shared walkthrough, or approve appropriate access for the agency. Use Shopify's collaborator process when applicable. The client reviews the request and grants the permissions needed for the agreed work; sharing an owner's password is unnecessary.

Separate three tasks: opening an installed app, installing or removing apps, and approving charges. Shopify's store-permission documentation treats these differently. An agency that can review OrderSurvey may still need the client to install it, edit a checkout configuration or approve a paid plan. Check access before the launch call so the right person can attend.

Confirm who may see responses and receive exports or alerts. Each client has its own store, app configuration and billing decision. When ongoing access is no longer needed, have the client review it as part of the handoff.

3. Record the configuration before testing

In the correct client store, create the agreed survey and check its title, questions, answer choices, required fields and conditions. Record the intended audience, schedule and priority if several surveys can match.

For a first evaluation, All orders can be easier to verify when it matches the research question. A first- or repeat-order audience needs additional care: restricted Order status surveys rely on a classification previously captured on Thank you, and unknown historical orders are excluded. Customer-tag targeting is unavailable on these two checkout blocks. Use the targeting guide before promising coverage of a particular segment.

OrderSurvey's Thank you and Order status blocks appear after an order. Shopify supports these surfaces on all plans except Starter; this is separate from the Plus requirements for information, shipping and payment-step extensions. See Shopify's checkout customization overview.

Enable the survey for the intended pages, then add and save the OrderSurvey block separately on Thank you and Order status in the active checkout configuration. Use the Thank you setup guide and Order status guide for the page-specific steps. A saved survey does not, by itself, prove that either block is displayed.

4. Verify the complete path with an agreed test

First use the builder preview to check wording and branch logic. Then agree with the client how to check the actual Shopify placements. A preview is useful, but does not establish that an answer was saved from the live block.

Choose the test method with the merchant. Shopify's test-order guidance explains the options and their consequences: payment-provider test mode interrupts live purchases, while a real transaction can incur fees. Do not change payment settings or create an order as an incidental part of survey setup.

For the approved test, record the following evidence:

A completed survey can show its completed state when revisited. That is different from a missing block. If you need an independent submission from each page, use separate approved test orders. Do not submit answers on behalf of real buyers to make the dashboard look populated.

The app's Analytics menu opens the dashboard, which remains visible before the first response with setup guidance above it. A zero there is a reason to inspect the setup and evidence; it does not establish that the client has no orders or that the app is broken.

5. Hand over a record the client can use

Copy this short record into the client's project notes. It is a suggested agency deliverable, not a document the app generates automatically.

Survey launch record

• Store and survey:
• Decision, question and audience:
• Approved scope and people with access:
• Thank you check — date and result:
• Order status check — date and result:
• Saved-answer evidence and test references:
• Open issue, owner and next action:
• Plan, allowance and export/alert requirements:
• First review — owner and date:

Keep order references and any personal information in the client's appropriate private workspace. A public portfolio screenshot or case study needs its own agreement; launch permission does not imply permission to publish client data.

Before closing the project, show the client where to find Analytics, Responses and Setup. Agree who will maintain the survey when product information, campaigns or answer choices change. The question change log helps keep later comparisons understandable.

6. Review the answers before expanding the scope

At the agreed review, read the answers with the client and choose one proportionate next action. If there are few responses, retain the count and limitations; do not turn a handful of comments into a claim about all buyers. The first-answer guide shows a practical approach.

Free includes unlimited surveys, branching, targeting rules, analytics and response review, with 100 responses across the store per rolling 30 days. The client can use it for this launch and in-app review. Unlimited is $24 USD per store per month for unlimited responses, CSV export, configured low-NPS webhook alerts and priority support. Agree on a paid workflow only when it serves the client's needs; there is no automatic paid upgrade.

If the next deliverable is a recurring spreadsheet report, use the monthly agency report guide. Its export workflow requires Unlimited, and the agency still prepares the interpretation. See current pricing before the client approves a plan.

Install OrderSurvey, review the agency overview, or book setup help to work through one consenting client's question and placements together.

Frequently asked questions