I am new to the Shopify platform. One of the features the client requested is a popup questionaire when you add certain products to the cart
I was just wondering if this kind of customisation is possible with Shopify? Any kind of help would be greatly
appreciated.
Many Thanks,
Hi @marcussp ,
Thanks for reaching out! That’s an interesting question.
To provide the best options possible, can you tell me more about what kind of questionnaire you’re looking for and what is its purpose once the product is in the cart? If you have an example to share, that would be very helpful.
Do you refer to pre-checkout survey forms? A survey is certainly a great option to allow customers to add some feedback about your store/products. A huge number of survey apps will allow you to gather customer feedback and information about your customers’ preferences.
There are quite a few other options in the app store that you can check out here!
There are also product builder/recommendation forms that let you collect actionable data by asking your customers targeted questions. Those kinds of apps are also available in the App Store. One of them is the Product Recommendation Quiz which has a free plan available. It also has a 14-day free trial to test if it’s the right fit for the business.
Let me know what you think.
How is everything else with your business? If you’re looking for the following steps to grow your business further, you may be interested in our Shopify Learn video courses! This free resource allows you to learn anything from marketing to store design. I highly recommend taking advantage of this as you’ll find many tips and strategies from experts in different fields.
As always, should any questions arise, be sure to reach out to us!
Hi Iris,
Thanks for your help. My client is a pharmacy. They want to replicate this kind of functionality.
https://lloydspharmacy.com/products/fluconazole-thrush-treatment-150mg-capsule?variant=39727297298495
If you click on the addtocart button you will get a form popup with questions the customer needs to fill in. Basically to see if they are allowed to use the drug. This then gets emailed to the pharamacy
Questions can be unique for each product.
Is there anything out there that can do this? Or would it need to be a custom app.
Cheers,
Hi again @marcussp ,
Thanks for sharing more information and the example.
I see what you mean. However, to provide the best possible option, we’d need to understand the following steps in the process. Once the customer submits the form, how do you see the approval process happening? Also, let’s say the customer is eligible for the product upon review, how are they notified about it, and how do they proceed to complete the purchase?
Considering it seems like a complex logistical process, the best option is to get the custom app built. If you need to outsource help on it, you could post a job on the Shopify Experts Page and see what feedback and quotes you get.
Otherwise, you could combine custom product templates and draft orders. First, you would create a separate product template which you will assign only to specific products, such as prescription products like in this case. This template will trigger a form you create once the customer clicks the button. Once the form is submitted, you should receive it in your store email. Next, if the order is approved, you would make a draft order by inputting the product and customer information. Sent the request for payment to the customer’s email. Once they complete the purchase, you’re left with the order to fulfill.
To start this setup, you need a form builder app such as Easy Contact Form Builder. First, opt for a Pop-Up form in the Display section. Then, in the Trigger Button section, select Embed to your page content. Next, you can edit the Fields section to your liking. Finally, follow the instructions for embedding this button to the page, as shown in the screenshot below. Also, in this case, you can hide the Add to Cart button from that product page template by clicking the eye icon in the Theme Editor.
Now you have to create a custom product template. To do that, ensure you are using an Online Store 2.0. theme. Then, follow these steps to set up a new template. Once the template is done, you can add the Custom liquid block and paste that button code from the app. Don’t forget to save changes in the Theme Editor.
While this option sounds time-consuming and not ideal, I wanted to share as many options as possible so you can see what works best for you. Let me know what you think.
