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Improve Your Product and Store Through Customer Interviews

Leverage customer feedback to improve your product and store by introducing a mechanism to ask for interview participation right after purchase.

This best practice explains how to set up the following using AL CustomerMetaSync:

  • Add a consent form with a checkbox to the Thank You page
  • Automatically notify your team via Shopify Flow when a customer agrees

Step 1: Create Customer Metafields​

To store customer interview consent information, create the following customer metafield:

Go to Settings > Metafields and metaobjects > Customers in the Shopify admin.

  • Boolean (True/False) – To store whether the customer has given consent for the interview

You can set the name, namespace & key, and description as needed when creating the field.

Create boolean metafield

Step 2: Create Form Block​

From the AL CustomerMetaSync admin panel, create a form to display on the Thank You page, linking it to the boolean metafield created in Step 1.

  1. Choose the On/Off toggle style
  2. Enter the field label
  3. Select the metafield from Step 1 for linking

Create form block

Step 3: Insert the Form Block on the Thank You Page​

Add the form block to your Thank You page and set it to automatically display after an order is completed.
Copy and paste the Block ID from AL CustomerMetaSync into the required field.

Insert form block

⚠️ Note: Please run a test order to verify the form setup instead of using the customization preview, as it uses dummy data and does not send submissions correctly.

Insert form block

Step 4: Set Up Internal Notification with Shopify Flow​

Using Shopify Flow, you can quickly follow up with customers who agreed to be interviewed.
Although multiple notification options like Slack and Email exist, this example covers sending an internal email notification.

  • Trigger: Customer Metafield submitted on Thank You Page
  • Condition: Check if the submission is from the relevant Block ID and whether the customer's interview consent metafield is set to true
  • Action: Send internal email

Use the Block ID assigned in AL CustomerMetaSync.
To access the metafield value in Flow, go to:
customer > metafield > [your metafield]

Setup internal notification

Step 5: Confirm Notification Email Delivery​

Here’s an example of what the internal notification email from Shopify Flow looks like.
Your internal team can act quickly based on this alert.

Received notification

By setting up this flow, you can naturally collect a list of interview-ready customers and use their feedback to drive future development and improvements.