Automating Customer Surveys: Integrate Retently with Shopify Order Fulfillment

Delivering exceptional customer service involves actively collecting and analyzing customer feedback. One powerful method is automatically sending satisfaction surveys upon the completion and fulfillment of orders. In this guide, we'll walk you through automating customer creation and sending surveys using Retently integrated with Shopify via Make.

Why Automate Customer Surveys?

Automation saves time, minimizes errors, and ensures your customer experience is consistently evaluated. Utilizing Retently and Shopify together streamlines customer feedback, allowing businesses to quickly react and improve based on real-time insights.

Integration Overview

The automation workflow we'll outline achieves two primary functions:

• Automatically create a customer in Retently after a Shopify order is fulfilled.
• Instantly send a satisfaction survey to that customer directly from Retently.

Step-by-Step Guide to Integration via Make

Step 1: Set Up Your Retently and Shopify Accounts in Make

Firstly, ensure both your Retently and Shopify accounts are correctly connected to Make.com. Confirm permissions and verify the accounts to ensure seamless automation.

Step 2: Build Your Workflow

In Make, begin a new scenario using "Shopify" as the trigger application. Select the trigger event "Order Fulfilled". Once triggered, your scenario will transition into the next step with Retently integration.

Step 3: Create A Customer in Retently

Select "Retently" for the next stage in your Make scenario, choosing "Create Customer". Make sure to map relevant customer data from Shopify (name, email, order number, etc.) automatically.

Step 4: Send Survey from Retently

The final automation step involves sending a post-purchase survey to the newly created customer. Under Retently, select the action "Send Survey". Choose the appropriate survey template or customize your message to capture valuable feedback clearly and professionally.

Benefits of Automating Your Survey Process

• Efficiency: Free up manual resources for more critical tasks.
• Timely Feedback: Reach customers promptly after their purchases when their experience is freshest.
• Enhanced Customer Relationships: Show customers their opinions matter, positively influencing loyalty and retention.
• Data-Driven Improvement: Make informed decisions based on customer feedback data collected in real-time.

Conclusion

Integrating Shopify with Retently via Make streamlines your feedback collection efforts, simplifies operational workflows, and ultimately enhances customer experience strategies. Start today to elevate your service quality with automation.