Workflow Spotlight on
Klaviyo
Learn how Grapevine Surveys and Klaviyo work together to help you gather in depth product feedback from your customers and automatically send them a unique discount for completing your survey.
Klaviyo 🤝 Grapevine Surveys
Klaviyo is one of the most popular email and SMS marketing platforms for Shopify merchants, and Grapevine Surveys integrates seamlessly with it. By syncing survey responses and customer data directly into Klaviyo profiles, merchants can trigger highly targeted, automated flows based on the answers customers provide.
The Workflow Objective:
Reward customers with a discount for completing a survey
The Challenge
One of the main challenges with this kind of campaign is making it as easy as possible for customers to take part. The survey needs to be quick to access, simple to complete on any device, and clearly explain the reward upfront so customers feel motivated to finish it. Since the goal is to gather product feedback from people who have actually shopped with you before, it is also important to make sure the invite only goes to existing customers rather than your wider audience.
There is also the question of how to protect the discount so it is only available to people who complete the survey. If the code is easy to guess or share, it can quickly spread beyond your intended audience. Finally, you need to be able to connect each set of survey answers back to the individual customer. This not only ensures you know who to send the discount to, but also allows you to dig into their feedback in more detail later.
The Solution
The solution starts with setting up your survey in Grapevine and sending it to past customers through Klaviyo. Klaviyo can prepopulate each customer’s details on the survey so fields like name and email are hidden, making it faster to complete and ensuring responses are linked to the right person.
When the survey is submitted, Grapevine sends the response data into Klaviyo, which triggers a follow-up email with the discount code. In Shopify, you can create a customer segment for those who have completed the survey and make the discount available only to that group, helping to keep it secure.
To do in Grapevine
Create your survey and tick the standalone survey channel. This will give you a URL for your survey.
Select the option to tag all orders and customers with 'Survey Completed' when they complete the survey.
Find out how here
To do in Shopify
Create a customer segment for all those tagged 'Completed Survey'
Create a discount code for the amount you want to offer customers who complete the survey and set the condition of that discount to be one user per customer and only available for those in the 'Completed Survey' customer segment.
Creating Customer Segments Shopify Docs
Assigning a discount to a segment
To do in Klaviyo
Create an email that contains the completed survey discount on it.
Create a workflow in Klaviyo that triggers this email when a customer completes a survey. This event is fired from Grapevine into Klaviyo, docs on this are here.
Finally launch the survey by sending out a link to all customer asking for feedback linking to the survey. To remove the need for the customer to enter their details again, include a URL parameters on the link to the survey page, docs on this can be found here
How to setup this integration
Gather feedback and reward your customers in one smooth flow
How can this data be used?
Turn feedback into action.
Once you start collecting survey responses from your existing customers, you’ll get a clear picture of what drives their buying decisions and how they feel about their experience. Here’s how you can use that insight:
Buying Preference Insights
- See which marketing channels and campaigns bring customers back
- Understand what influences purchase decisions so you can focus spend where it works
- Refine messaging to highlight what matters most to your audience
Customer Profile Insights
- Add valuable details to your customer database for richer segmentation
- Personalise future campaigns based on preferences and behaviours
- Identify opportunities for loyalty, upsell, or cross sell programs
You’re not just running a survey, you’re gathering insights from your best customers to guide smarter marketing and business decisions.
Start turning survey responses into insights
Your customers hold the answers to improving your marketing and business decisions.
Grapevine helps you ask the right questions, and Klaviyo makes it easy to reward them for taking part.
Together, you can run one-off research campaigns that give you clear, actionable feedback from the people who matter most.
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