Merchants have the ability to ask customers where they heard about your business (for example: Facebook, Instagram, Google Ads, or referrals). This helps you better understand which marketing channels are driving orders and customer sign-ups.

Customer responses are collected through a short survey and saved directly on the order.

Step 1: Add Survey Response Options

Before enabling the survey, you’ll need to create the response options customers can choose from.

1. Go to Admin → Settings → Marketing → Order Source Survey Responses.
2. Click Add Survey Response.
3. Add the options you want to display (e.g., Facebook, Instagram, Referral, Google Ads, Email, Other).
4. Save your changes.

You can add, edit, or remove response options at any time.

Step 2: Enable the Survey

Once response options are set up, you can turn on the survey for customers.

1. Go to Online Store → Templates → Order Confirmation.
2. Click Edit Settings.
3. Toggle Show Survey Dialog to On.
4. Set dialog frequency:
   1. One-time only
   2. Once per week
   3. Once per month
   4. Every order
5. Save your settings.

After enabling, customers will begin seeing the survey based on the frequency you selected.

Viewing Survey Responses

• Survey responses are stored at the order level.
• Open an order in the admin to see how that customer answered
• Responses are only collected after the survey is enabled (past orders are not backfilled)

Important Notes

• The survey is optional and does not block checkout or order completion.
• Customers will only see the options you’ve configured in the admin.
• You can change survey frequency or response options at any time.

✅ Tip: Keep response options concise and relevant to make it easy for customers to answer and improve response rates.