Surveys

Installation

1. Purchase the plugin in your Shopware account and install it in the admin under Extensions → My extensions.
2. Activate the plugin. The required database tables are created automatically.
3. After activation, recompile the theme and clear the cache so the storefront rendering of the surveys is loaded.

Create a survey – General

1. Open Marketing → Surveys in the admin menu and choose Create survey.
2. On the General tab, define:
   • Internal name (required) – used for administration only and not visible to customers.
   • Title (storefront) – the survey heading shown in the storefront (translatable via the language switcher).
   • Eyebrow text – a small line above the title (e.g. “A quick question”); empty = hidden.
   • Description – an optional introductory text.
   • Active – switches this individual survey live.

Display & Design

The Display & Design tab controls placement, visibility and appearance.

Placement

• Display type: Modal (popup) or Embedded into the checkout finish page.
• Design variant:
  • Embedded: Soft Card, Inline Minimal or Accent Panel.
  • Modal: Centered, Bottom Sheet (slides in from the bottom) or Side panel (slides in from the right).
• Modal width (modal only): Narrow, Standard, Wide or Extra wide.
• Position (embedded only): Top, Above the addresses, Above the products, Below the products or At the end of the page.

Design

• Accent colour and Button colour – leave empty for the neutral default.
• Background colour – only for the Soft Card variant.
• Toggles: Arrow on the button, Accent bar (Soft Card and side modal), Background effect (Soft Card), Show eyebrow and Dash before the eyebrow.

Box design

Applies to options, rating, text field and card (modal as well as embedded): Corner radius, Border width, Border colour, Box background and Shadow.

Visibility & Control

In the Visibility card (also on the Display & Design tab):

• Sales channel (optional) – restricts the survey to a specific channel.
• Rule (RuleBuilder) – the survey only appears if the selected rule matches the order (evaluated against the rules recorded at order time, e.g. order value, shipping country, payment method, product).
• Priority – if several surveys match, the one with the highest priority is shown.
• Start date and End date – time limit for the display.

Behaviour

On the Behaviour tab:

• Display behaviour: Once (hidden after answering, the first answer is kept) or Repeated (appears again, a new answer overwrites the previous one).
• Binding: Per order (appears on every new order), Per customer (only while the customer has not yet taken part) or Anonymous (no link to an order or customer).
• Prerequisite – the survey only appears once the customer has answered a chosen other survey (for sequences across multiple orders).
• Question layout: All at once or Step by step (one question per step with next/back).
• Auto-advance – show the next eligible survey directly after submitting.

For the Anonymous binding, Prerequisite, Display behaviour and Auto-advance are disabled, as anonymous answers cannot be linked or chained. The survey appears once per order; the answer is stored without a link to an order or customer.

Questions

1. On the Questions tab, click Add question.
2. Choose the Answer type:
   • Single choice – exactly one option out of several.
   • Multiple choice – any number of options at the same time.
   • Rating / scale – a numeric scale; scale from and scale to are configurable.
   • Free text – an open input field.
3. For the choice types, add the options with a label (and an optional value) under Choices.
4. Enable Required question if the question must be answered.
5. Confirm with Apply. The order of the questions can be sorted using the Position arrows.
6. Finally, save the survey.

Deleting questions: A question without answers is removed permanently. A question that already has answers is kept and marked as (deleted) in the answer overviews – this way collected data is never lost.

How the survey appears

An active survey appears after a successful order on the checkout finish page – depending on the setting as a popup (modal) or embedded at the chosen position. The customer answers the questions and submits them with Submit; a thank-you message is then shown.

Analysis & Answers

• Analysis tab of the survey: key figures (participations, questions, average rating, free-text answers) plus an analysis per question – bars for choice questions, average with distribution for ratings, an answer list for free text.
• Order detail: the Survey answers card shows the answers recorded for that order.
• Customer detail: the Surveys tab shows the answers of the respective customer.

Uninstallation

1. In the admin under Extensions → My extensions, choose Uninstall from the … menu of the Surveys entry.
2. In the confirmation dialog, the checkbox “Permanently remove all app data” decides:
   • Without the checkbox (default), all surveys and answers stay in the database.
   • With the checkbox, the plugin’s own tables (surveys including answers) are removed completely.