First, get your NPS Checklist from here to keep tracking of your to-do steps and get you started!
Requirements:
In order to use the NPS feature automatically, you need to integrate your Reveal account with Omniconvert Explore.
Once an order is placed, Omniconvert Explore will display the Survey on the transaction’s thank you page and collect the feedback.
The insights will be automatically sent to Reveal and you will be able to assess customer experience and find out how likely it is that your customers would recommend your products / services to a friend or someone they know.
Integration between Reveal and Explore
Step 1. Log into your Explore account and go to Website menu > Integrations:
Step 2. Copy the connection string for the Reveal integration from the Integrations page by clicking on the “Copy Code” button:
Step 3. Log into your Reveal account and go to Settings > Integrations section > Omniconvert Explore Settings:
Step 4. Paste the previously copied connection string in the Connection String field and save your settings by clicking on the “Connect” button:
Step 5. A successful confirmation message will appear on the screen:
With the connection made, Reveal automatically created the Pre-Delivery NPS in Explore. In order to make sure the NPS survey is shown in your Shopify website please make sure to follow the steps below.
Adding Explore to your website
In this part you will find out how to add Explore to Shopify in manner that will enable Explore to register the purchases that are made by the customers in a Shopify store.
1. General tracking code
Get the general Tracking Code from the Omniconvert Explore Dashboard, by clicking on your website’s name in the top menu, and selecting “Tracking code settings”:
Click on Copy Code button and paste the code to the beginning of the <head> section in your website’s code. Please make sure this code is available on all pages of your website.
2. Conversion tracking code on the “Thank you” page
For the next step, edit the code for your “Thank you” page and paste the following code into your page, by editing the 3 placeholders:
<script>
var mktzCustom = {
'orderId': '{{ order_id }}'
};
var _mktz = _mktz || [];
_mktz.push(['_Goal','sale','{{ total_price }}', {transaction:'{{ transaction_id }}'}]);
</script>
Placeholders:
{{ order_id }} – The unique identifier of the order that has been placed.
{{ total_price }} – The total price of the current order, without any currency in it.
{{ transaction_id }} – The identifier of the current transaction.
How Can I Change the Design on the Survey in Explore?
You can change the design of the survey by manually picking a color scheme from the “Appearance” tab of the Edit Survey section:
If you are comfortable with writing CSS code, you can edit the survey from the Appearance tab > Advanced CSS, provided you use the CSS selectors from this article.
Audience set-up
The audience will be automaticaly set-up on the “thank_you” page, so the customers can receive the survey only after they made the purchase.
NOTE: If your thank you page has a different URL and does not contain the words “thank_you” you should change the URL condition accordingly, by adding some key words from your URL, in the Audience tab:
For example, instead of “thank_you” you can have “order_received”.
Additional details needed?
Please don’t hesitate to reach out to our amazing customer support team if you need any additional information.
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