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Post-purchase CSAT for Shopify: Step-by-Step Setup Guide
Written by Neil Roy on Dec 28, 2025

Post-purchase CSAT for Shopify: Step-by-Step Setup Guide

Post-purchase CSAT for Shopify is a customer satisfaction survey shown immediately after a customer completes checkout.

It measures how satisfied customers are with:

  • The checkout flow
  • Payment experience
  • Shipping clarity
  • Overall purchase process

What You’ll Set Up in This Guide

By the end of this guide, you’ll have:

  • A CSAT project in Opin
  • The Web SDK enabled
  • An event-based trigger
  • A Shopify CSAT survey shown post-checkout

Step 1: Create a New CSAT Project in Opin

From your Opin dashboard, go to:

Dashboard → CX → Create

You’ll see a list of available survey types.

Step 2: Choose Customer Satisfaction (CSAT)

Select Customer Satisfaction from the list.

CSAT is the right choice for post-purchase feedback because it focuses on immediate experience, not long-term loyalty.

Step 3: Configure Your Shopify CSAT Survey

Fill in the project details.

Recommended configuration:

  • Project name: CSAT for Post-checkout
  • Survey question: How satisfied are you with our checkout experience?
  • Follow-up question: What could we do better?

Keep questions short and direct.
Avoid adding extra steps.

Step 4: Open Settings and Scroll to Web SDK

Once the project is created, open the Settings tab.

You’ll see options for survey links and email campaigns.
You don’t need to configure those for post-purchase CSAT.

Scroll down to the Web SDK section.

Step 5: Enable the Web SDK

In the Web SDK section, click Enable Web SDK.

This allows Opin to show surveys directly inside your Shopify store.

Step 6: Select Event-based Triggering

When asked to choose a trigger type, select Event-based.

Event-based triggering lets Shopify control exactly when the CSAT survey appears.

Step 7: Copy the Web SDK Token and Instructions

Once enabled, the Web SDK becomes active.

You’ll see:

  • Your SDK token
  • The script to add to your site
  • Example trigger code

Keep this page open for the Shopify setup.

Step 8: Add the Opin SDK to Shopify

In Shopify, go to:

Admin → Online Store → Themes → Edit code

Open theme.liquid and add the following inside the <head> tag:

<script src="https://cdn.getopin.com/v1/opin.js"></script>
<script>
OpinSDK.init({
token: "YOUR_SDK_TOKEN",
debug: false
});
</script>

This loads Opin across your Shopify storefront.

Step 9: Trigger the CSAT Survey After Checkout

On the Shopify order confirmation (thank-you) page, add:

<script>
OpinSDK.trigger({
user: {
id: "{{ customer.id }}",
email: "{{ customer.email }}"
},
metadata: {
order_id: "{{ order.id }}",
total_price: "{{ order.total_price }}"
}
});
</script>

Your Shopify CSAT survey will now appear immediately after checkout.

What This Shopify CSAT Setup Gives You

With post-purchase CSAT configured this way:

  • Surveys trigger only after successful orders
  • Feedback is tied to real purchases
  • Responses are timely and contextual

This is the most reliable way to collect post-purchase feedback on Shopify.

Common Shopify CSAT Mistakes to Avoid

  • Showing CSAT before payment is complete
  • Relying only on email surveys
  • Asking more than two questions
  • Mixing CSAT and NPS in the same flow

Post-purchase CSAT should stay focused.

FAQ: Post-purchase CSAT for Shopify

What is post-purchase CSAT?

Post-purchase CSAT is a customer satisfaction survey shown immediately after checkout to measure how customers felt about the purchase experience.

When should CSAT be triggered on Shopify?

Right after checkout, on the order confirmation page.

Will post-purchase CSAT affect conversions?

No. The survey appears only after payment is complete.

Do I need Shopify Plus to use this?

No. This setup works on standard Shopify plans.

Can I use the same setup for NPS or CES?

Yes. The same Web SDK supports CSAT, NPS, CES, PMF, and other surveys.

Neil Roy

Neil Roy

Content Strategist

Neil is a content strategist specializing in CSAT and NPS surveys, creating educational content that helps businesses understand and improve customer satisfaction. With 10+ years of experience, Neil writes insightful articles and develops content strategies that translate complex survey concepts into accessible, actionable guidance for organizations looking to enhance their customer relationships and business outcomes.