Delivery Settings

Zigpoll gives you control over when surveys are displayed and how it should act once completed

These settings will be applied to a single survey and needs to be set for each one

Different survey types have different settings

If you don't see a setting discussed in this helpdoc, it is not an option for your survey type!

On-site surveys: Set survey popup rules, visibility strategy, locations, customer targeting (for post purchase surveys)

Site embed surveys: Embed settings, visiblity strategy

Link: Add UTMs to your link

Exit Intent: Exit intent settings, visibility strategy

API: JS Code Snippet, Survey pop-up settings, visbility strategy

Email: Trigger settings, Customer targeting settings

SMS: Trigger settings, Customer targeting settings

Locations

You can choose which pages your survey will appear on.

Location Templates

Zigpoll has the most common options as one-click templates including:

  • Every page

  • Post purchase

  • Checkout [Shopify Plus only]

  • Order status

  • Homepage Only

  • Product Pages

  • Collections pages

  • Customer account

Do it yourself

  1. Type in the url of the page you want to display surveys on. If you want it shown on all pages select "Show this survey on all pages"

    1. If your site URL was zigpoll.com, putting in "Ends With" "/thank_you" would display the survey on "zigpoll.com/thank_you" and zigpoll.com/pages/thank_you"

  1. You can exclude certain pages by adding in "exclusion rules"

  1. By default, we will ignore query parameters (the ?some=value part at the end of a url). If you would like us to include it as part of the URL when checking for a survey, enable this option.

Customer Targeting

For brands on Shopify, Zigpoll can be configured to only display to certain groups of customers

Basic options

Show surveys for All Customer, New Customers only, or Returning Customers only.

Advanced Rules

Set and combine multiple conditions to control exactly when surveys are shown.

We won't dive into all options in this doc, but at a high level you can set conditions to displays surveys based on

  • What products or collections were purchased

  • Order value, discount code, order source

  • How many orders the customers has ordered

  • How much a customer has spent in total in your store

Visbility Strategy

Hide immediately when closed

Hide immediately when closed and not completed

Remain visible when completed until page is refreshed.

Keep appearing even after completed.

Presentation options

These control whether Zigpoll will continue displaying the survey to the same customer.

You can choose to stop displaying the survey after X amount of attempts to preserve the visitor experience.

You can choose to always present the survey if it's not completed by a site visitor.

Url Dependent

Zigpoll tracks whether a customer has completed a survey and their progress.

Keep the survey the same regardless of where it was delivered

By default, the survey will not reset when shown on a new URL, maintaining previous responses.

If you want to display a fresh, empty survey to respondents, even if they have started to on different pages then you want

Reset the survey when presented on a new URL

This will treat each survey as unique if it is visited on a new url. This is useful if you have dynamic pages and want to run the same survey multiple times depending on the context. For example: running a survey on a post purchase page.

Cart conditions

Set whether the survey displays based on the item count or cart value. The survey will only appear if the cart conditions are met - great for abandoned cart surveys!

Pop-up surveys can either show immediately or based on rules.

If you want to display based on rules, you can control:

  • Duration - how long to wait until the popup is displayed in seconds.

  • Position - Display popups after visitors scroll a certain % of the page

  • Device - choose desktop or mobile only

  • Exit Prompt - let users close the survey at any time, only if completed, or after showing a prompt

Exit Intent Settings

Sensitivity: Choose how sensitive you want us to be when displaying an exit intent survey. High sensitivity will have more false positives then less sensitivity but less sensitivity will be shown fewer times.

Exit Intent Timer

The exit intent survey will only appear after the user has been on your site for at least this amount of time.

Device

Choose if you want to render the survey on all devices or just one or the other.

Exit Prompt

Allow users to exit by clicking outside the modal or require them to confirm in order to close.

Trigger settings for email and SMS

You can control when surveys are sent via email or SMS directly within Zigpoll.

You can set the event you want to send a survey for and how long you want to delay sending out the survey. These events are all based on Shopify's definition.

Event options

  • Order fulfilled

  • Order paid

  • Order cancelled

  • Order delivered

  • Abandoned Checkout

Delay options

  • Set the unit of delay (minutes, hours, days)

  • Set the number of units

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