Surveys and forms

Applies to: TreStack Checkout, Pro on Shopify Plus; every plan without Shopify Plus
Updated: 17 October 2026

Ask buyers questions in checkout, on the thank you page, on the order status page, or on the post-purchase page. On a store on Shopify Plus, surveys need the Pro plan. On a store not on Shopify Plus, every plan includes them, on the thank you, order status and post-purchase pages.

Create a survey

1. On Home, under Offers and surveys, open Surveys and forms. The page is Surveys & Forms. Choose Create survey.
2. Title. Only you see it.
3. Questions. Pick a Form element type (Text Input, Text Area, Multiple Choice, Checkbox, Dropdown, Date, Info Text) and choose Add Form Element.
4. Question settings. Set each label and options, mark fields as Required field, and reorder with Move up and Move down. Add Display Condition shows a field only for certain answers, shipping countries or products in the cart.
5. When to show it shows the whole survey only for the orders that match its conditions.
6. Appearance sets the Layout (All questions or Paged) and the box around the survey.
7. Choose Save.

Translations, beside the editor, adds other languages for questions, options and messages.

Show it to buyers

• Checkout, thank you and order status pages: add the Survey or Form block in Shopify's checkout editor, select it, and pick the survey in its Selected Survey setting. Save the editor. Until a block is placed, the survey list shows Surveys are not on checkout yet.
• Post-purchase page: create a Survey offer on the Post-purchase page and choose the survey. See Post-purchase page.

A required question asked in checkout must be answered before the buyer can complete checkout.

Where the answers go

• In the app: Results on the survey list opens Survey results: Answers by day, Answers by choice, By question and Each order. Pick a Survey and a Period.
• On the order in Shopify: answers are saved on the order as the Survey responses (readable) metafield. This needs the app's optional permission to edit orders (see Troubleshooting).
• Export CSV on Survey results downloads the answers to the selected survey for the selected period: order number, order date, email, submission time and one column per question.

Deleting a survey deletes its answers from Survey results. Answers saved on orders stay in Shopify.

Buyers' email addresses

By default the app does not keep buyers' email addresses with their answers. To show the email in Survey results and the CSV export, go to Settings > Survey responses and turn on Keep buyers' email addresses with survey answers. It applies to answers received from then on.

Customer data requests

When a customer asks Shopify for their data and they answered a survey, Home shows A customer asked for their data with the order numbers. Export the answers with Export CSV and send them to the customer within 30 days.