Add a “How did you hear about us” question to your Shopify store

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Today, I was working on adding the question “How did you hear about us” to a client’s Shopify store. Fortunately, Shopify has a great document with how-to-steps “Ask how customers heard about your store.” This Shopify document walks you through how to add a snippet to your code base, include the snippet in your cart, update configurations, make the form a required element, and add this customer response to the new order emails you receive.

Please note, the link I followed was for a “Vintage Theme.” The Shopify provided instructions now have the following Cautions and Notes.

Warnings about Vintage Themes on Shopify

Customize the options customers can choose

As of June 2023, the only step I found a little challenging in this documentation was finding where to Set your options. In case this stumps you too, here are the two ways to set these form options.

Set options from Theme Settings

First, click the the “Customize” button, then the paintbrush button to open Theme Settings. Then toggle “Hear about us” to reveal the “Form Options.”

Set options from Cart Pages

First, click the the “Customize” button, then select “Cart” from the page drop down located at the top of the screen. Next, in the left menu toggle open “Theme Settings.” You’ll find the field, “Form Options” where you can customize the options. Don’t forget to comma separate your options.

To customize the How you heard about us form, first, click the them "Customize" button, then select "Cart" from the page drop down located at the top of the screen. Next, in the left menu toggle open "Theme Settings." You'll find the field, "Form Options" where you can customize the options. Don't forget to comma separate your options.

Where can I view the customers’ responses to “How did you hear about us?”

After implementation, your customer’s results can be found viewed in your Shopify admin by clicking on each order number. In the top right panel, below notes, you’ll see Additional Details where your customer response is listed.

View a customer's response to How did you hear about us by clicking on the order #.

When you export your customer list from Shopify, the answers to the “How Did you Hear About Us?” question will be in one of the columns labeled “Note Attributes.” From within Excel, you an sort and filter to your heart’s content.

Export your customer list from Shopify. The results to the How Did you Hear About Us question will be in one of the columns labeled "Note Attributes"

Happy Selling!

I hope this helps you improve your Shopify e-commerce site.

About the author

Kelly Barkhurst

Designer to Fullstack is my place to geek out and share tech solutions from my day-to-day as a graphic designer, programmer, and business owner (portfolio). I also write on Arts and Bricks, a parenting blog and decal shop that embraces my family’s love of Art and LEGO bricks!

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