shopify-admin-post-purchase-survey-trigger: Workflow Automation for AI... | OpenAgentSkill

Overview

Read-only: identifies orders 7–14 days post-fulfillment that are eligible for a post-purchase survey campaign, excluding refunded or cancelled orders.

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Purpose

Builds the recipient list for a post-purchase survey campaign by selecting orders that were fulfilled between survey_min_days and survey_max_days ago, are not refunded, not cancelled, and (optionally) belong to customers who consented to marketing. Output is a clean recipient list ready to load into your email or SMS automation. Read-only — no mutations.

Prerequisites

Authenticated Shopify CLI session: shopify store auth --store <domain> --scopes read_orders,read_customers,read_fulfillments
API scopes: read_orders, read_customers, read_fulfillments

Parameters

Parameter	Type	Required	Default	Description
store	string	yes	—	Store domain (e.g., mystore.myshopify.com)
survey_min_days	integer	no	7	Earliest days after fulfillment to survey (give time for delivery + initial use)
survey_max_days	integer	no	14	Latest days after fulfillment to survey (recall fades after ~2 weeks)
marketing_consent_only	bool	no	true	Restrict to customers with `marketingState: SUBSCRIBED`
exclude_repeat_recipients_days	integer	no	90	Skip customers who were already on a survey list within this window (caller-tracked)
format	string	no	human	Output format: `human` or `json`

Safety

ℹ️ Read-only skill — no mutations are executed. The skill produces a recipient list; the caller is responsible for actually sending the survey via their own email / SMS platform. Honor marketing_consent_only: true for promotional surveys to stay compliant with consent rules.

Workflow Steps

Compute window: latest_fulfilled_at = NOW - survey_min_days, earliest_fulfilled_at = NOW - survey_max_days
OPERATION: orders — query Inputs: query: "fulfillment_status:fulfilled financial_status:paid -status:cancelled updated_at:>=<earliest_fulfilled_at>", first: 250, select displayFulfillmentStatus, displayFinancialStatus, cancelledAt, fulfillments { createdAt, displayStatus, deliveredAt }, refunds { id, createdAt }, customer { id, defaultEmailAddress { emailAddress, marketingState }, displayName, locale }, pagination cursor Expected output: All candidate orders; paginate until hasNextPage: false
Filter orders to the survey window using the earliest fulfillment createdAt:
- Skip if fulfilled_at is outside [earliest_fulfilled_at, latest_fulfilled_at]
- Skip if cancelledAt != null
- Skip if any refund was issued (full or partial)
- Skip if customer is null (guest order without email)
- If marketing_consent_only: true, skip if marketingState != SUBSCRIBED
De-duplicate on customer email — multiple orders from the same customer collapse to a single survey invite
Output recipient list

GraphQL Operations

# orders:query — validated against api_version 2025-01
query SurveyEligibleOrders($query: String!, $after: String) {
  orders(first: 250, after: $after, query: $query) {
    edges {
      node {
        id
        name
        createdAt
        cancelledAt
        displayFinancialStatus
        displayFulfillmentStatus
        totalPriceSet {
          shopMoney {
            amount
            currencyCode
          }
        }
        fulfillments(first: 5) {
          id
          createdAt
          displayStatus
          deliveredAt
        }
        refunds {
          id
          createdAt
        }
        customer {
          id
          displayName
          locale
          defaultEmailAddress {
            emailAddress
            marketingState
          }
        }
      }
    }
    pageInfo {
      hasNextPage
      endCursor
    }
  }
}

Session Tracking

Claude MUST emit the following output at each stage. This is mandatory.

On start, emit:

╔══════════════════════════════════════════════╗
║  SKILL: Post-Purchase Survey Trigger         ║
║  Store: <store domain>                       ║
║  Started: <YYYY-MM-DD HH:MM UTC>             ║
╚══════════════════════════════════════════════╝

After each step, emit:

[N/TOTAL] <QUERY|MUTATION>  <OperationName>
          → Params: <brief summary of key inputs>
          → Result: <count or outcome>

On completion, emit:

For format: human (default):

══════════════════════════════════════════════
POST-PURCHASE SURVEY LIST
  Window:                 <survey_min_days>–<survey_max_days> days post-fulfillment
  Orders considered:      <n>
  Refunded (excluded):    <n>
  Cancelled (excluded):   <n>
  No consent (excluded):  <n>
  Guest orders (excluded):<n>
  ─────────────────────────────
  Eligible recipients:    <n>
  Output: post_purchase_survey_<date>.csv
══════════════════════════════════════════════

For format: json, emit:

{
  "skill": "post-purchase-survey-trigger",
  "store": "<domain>",
  "window_min_days": 7,
  "window_max_days": 14,
  "orders_considered": 0,
  "excluded": { "refunded": 0, "cancelled": 0, "no_consent": 0, "guest": 0 },
  "eligible_recipients": 0,
  "output_file": "post_purchase_survey_<date>.csv"
}

Output Format

CSV file post_purchase_survey_<YYYY-MM-DD>.csv with columns: customer_id, email, name, locale, order_name, order_total, currency, fulfilled_at, delivered_at, days_since_fulfilled

Error Handling

Error	Cause	Recovery
`THROTTLED`	API rate limit exceeded	Wait 2 seconds, retry up to 3 times
Order with multiple fulfillments	Split shipment	Use earliest `createdAt` for window calc; surface in CSV as `multi_fulfillment: true`
`deliveredAt` null	Carrier didn't report delivery	Use `fulfillments.createdAt` as proxy (may slightly under- or over-shoot)
Customer with no email	Phone-only profile	Skip — survey campaigns assume email channel

Best Practices

Send the survey 7–14 days after fulfillment: 7 days is enough for delivery + first use, 14 days is the sweet spot before recall decays.
For high-cost or considered-purchase categories (furniture, electronics), extend survey_max_days to 30 — customers form opinions later.
Pair with customer-cohort-analysis to compare survey-respondent retention vs. non-respondents — engaged respondents are typically your stickiest cohort.
Never include customers with refunded or cancelled orders — surveying them invites complaints, not feedback you can act on.
Run this skill on a daily schedule and feed the CSV directly into your email automation; manual cadence ruins the time-window targeting.

View source ↗

File metadata

name: shopify-admin-post-purchase-survey-trigger
role: conversion-optimization
description: "Read-only: identifies orders 7–14 days post-fulfillment that are eligible for a post-purchase survey campaign, excluding refunded or cancelled orders."
toolkit: shopify-admin, shopify-admin-execution
api_version: "2025-01"
graphql_operations:
  - orders:query
status: stable
compatibility: Claude Code, Cursor, Codex, Gemini CLI

View original text

---
name: shopify-admin-post-purchase-survey-trigger
role: conversion-optimization
description: "Read-only: identifies orders 7–14 days post-fulfillment that are eligible for a post-purchase survey campaign, excluding refunded or cancelled orders."
toolkit: shopify-admin, shopify-admin-execution
api_version: "2025-01"
graphql_operations:
  - orders:query
status: stable
compatibility: Claude Code, Cursor, Codex, Gemini CLI
---

## Purpose
Builds the recipient list for a post-purchase survey campaign by selecting orders that were fulfilled between `survey_min_days` and `survey_max_days` ago, are not refunded, not cancelled, and (optionally) belong to customers who consented to marketing. Output is a clean recipient list ready to load into your email or SMS automation. Read-only — no mutations.

## Prerequisites
- Authenticated Shopify CLI session: `shopify store auth --store <domain> --scopes read_orders,read_customers,read_fulfillments`
- API scopes: `read_orders`, `read_customers`, `read_fulfillments`

## Parameters

| Parameter | Type | Required | Default | Description |
|-----------|------|----------|---------|-------------|
| store | string | yes | — | Store domain (e.g., mystore.myshopify.com) |
| survey_min_days | integer | no | 7 | Earliest days after fulfillment to survey (give time for delivery + initial use) |
| survey_max_days | integer | no | 14 | Latest days after fulfillment to survey (recall fades after ~2 weeks) |
| marketing_consent_only | bool | no | true | Restrict to customers with `marketingState: SUBSCRIBED` |
| exclude_repeat_recipients_days | integer | no | 90 | Skip customers who were already on a survey list within this window (caller-tracked) |
| format | string | no | human | Output format: `human` or `json` |

## Safety

> ℹ️ Read-only skill — no mutations are executed. The skill produces a recipient list; the caller is responsible for actually sending the survey via their own email / SMS platform. Honor `marketing_consent_only: true` for promotional surveys to stay compliant with consent rules.

## Workflow Steps

1. Compute window: `latest_fulfilled_at = NOW - survey_min_days`, `earliest_fulfilled_at = NOW - survey_max_days`

2. **OPERATION:** `orders` — query
   **Inputs:** `query: "fulfillment_status:fulfilled financial_status:paid -status:cancelled updated_at:>=<earliest_fulfilled_at>"`, `first: 250`, select `displayFulfillmentStatus`, `displayFinancialStatus`, `cancelledAt`, `fulfillments { createdAt, displayStatus, deliveredAt }`, `refunds { id, createdAt }`, `customer { id, defaultEmailAddress { emailAddress, marketingState }, displayName, locale }`, pagination cursor
   **Expected output:** All candidate orders; paginate until `hasNextPage: false`

3. Filter orders to the survey window using the **earliest fulfillment** `createdAt`:
   - Skip if `fulfilled_at` is outside `[earliest_fulfilled_at, latest_fulfilled_at]`
   - Skip if `cancelledAt != null`
   - Skip if any refund was issued (full or partial)
   - Skip if customer is null (guest order without email)
   - If `marketing_consent_only: true`, skip if `marketingState != SUBSCRIBED`

4. De-duplicate on customer email — multiple orders from the same customer collapse to a single survey invite

5. Output recipient list

## GraphQL Operations

```graphql
# orders:query — validated against api_version 2025-01
query SurveyEligibleOrders($query: String!, $after: String) {
  orders(first: 250, after: $after, query: $query) {
    edges {
      node {
        id
        name
        createdAt
        cancelledAt
        displayFinancialStatus
        displayFulfillmentStatus
        totalPriceSet {
          shopMoney {
            amount
            currencyCode
          }
        }
        fulfillments(first: 5) {
          id
          createdAt
          displayStatus
          deliveredAt
        }
        refunds {
          id
          createdAt
        }
        customer {
          id
          displayName
          locale
          defaultEmailAddress {
            emailAddress
            marketingState
          }
        }
      }
    }
    pageInfo {
      hasNextPage
      endCursor
    }
  }
}
```

## Session Tracking

**Claude MUST emit the following output at each stage. This is mandatory.**

**On start**, emit:
```
╔══════════════════════════════════════════════╗
║  SKILL: Post-Purchase Survey Trigger         ║
║  Store: <store domain>                       ║
║  Started: <YYYY-MM-DD HH:MM UTC>             ║
╚══════════════════════════════════════════════╝
```

**After each step**, emit:
```
[N/TOTAL] <QUERY|MUTATION>  <OperationName>
          → Params: <brief summary of key inputs>
          → Result: <count or outcome>
```

**On completion**, emit:

For `format: human` (default):
```
══════════════════════════════════════════════
POST-PURCHASE SURVEY LIST
  Window:                 <survey_min_days>–<survey_max_days> days post-fulfillment
  Orders considered:      <n>
  Refunded (excluded):    <n>
  Cancelled (excluded):   <n>
  No consent (excluded):  <n>
  Guest orders (excluded):<n>
  ─────────────────────────────
  Eligible recipients:    <n>
  Output: post_purchase_survey_<date>.csv
══════════════════════════════════════════════
```

For `format: json`, emit:
```json
{
  "skill": "post-purchase-survey-trigger",
  "store": "<domain>",
  "window_min_days": 7,
  "window_max_days": 14,
  "orders_considered": 0,
  "excluded": { "refunded": 0, "cancelled": 0, "no_consent": 0, "guest": 0 },
  "eligible_recipients": 0,
  "output_file": "post_purchase_survey_<date>.csv"
}
```

## Output Format
CSV file `post_purchase_survey_<YYYY-MM-DD>.csv` with columns:
`customer_id`, `email`, `name`, `locale`, `order_name`, `order_total`, `currency`, `fulfilled_at`, `delivered_at`, `days_since_fulfilled`

## Error Handling
| Error | Cause | Recovery |
|-------|-------|----------|
| `THROTTLED` | API rate limit exceeded | Wait 2 seconds, retry up to 3 times |
| Order with multiple fulfillments | Split shipment | Use earliest `createdAt` for window calc; surface in CSV as `multi_fulfillment: true` |
| `deliveredAt` null | Carrier didn't report delivery | Use `fulfillments.createdAt` as proxy (may slightly under- or over-shoot) |
| Customer with no email | Phone-only profile | Skip — survey campaigns assume email channel |

## Best Practices
- Send the survey 7–14 days after fulfillment: 7 days is enough for delivery + first use, 14 days is the sweet spot before recall decays.
- For high-cost or considered-purchase categories (furniture, electronics), extend `survey_max_days` to 30 — customers form opinions later.
- Pair with `customer-cohort-analysis` to compare survey-respondent retention vs. non-respondents — engaged respondents are typically your stickiest cohort.
- Never include customers with refunded or cancelled orders — surveying them invites complaints, not feedback you can act on.
- Run this skill on a daily schedule and feed the CSV directly into your email automation; manual cadence ruins the time-window targeting.

Review the source

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Skill instructions are recorded. This is not a runtime test, safety guarantee or compatibility certification.

Review before install: Avoid automatic install

Permission surface may require sandboxing
Quality score needs review
Permission surface needs review: shell or command execution, filesystem or document access
Stars/forks activity: 182 stars, 18 forks; issue activity unavailable in current metadata

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Source & trust

Indexed

Repository metadata and review signals are advisory. Popularity, source discovery and successful execution are different facts.

License: MIT
Version: 1.0.0
Last GitHub push: Aug 14, 2026
Registry updated: Sep 4, 2026
Instruction path: skills/conversion-optimization/shopify-admin-post-purchase-survey-trigger/SKILL.md @ 6765cb4f436b

Version reported in registry metadata; check source releases before relying on it.

Quality

69/100

Promising

Trust

67/100

Sandbox only

Audit

80/100

Needs review

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Open install API LLM text format Open manifest Auto-resolve Plan

More details

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    "No major risk signals from current metadata",
    "High-risk permission hints: Shell or command execution, Secrets or environment access",
    "Permission surface may require sandboxing",
    "Quality score needs review",
    "Permission surface needs review: shell or command execution, filesystem or document access",
    "Stars/forks activity: 182 stars, 18 forks; issue activity unavailable in current metadata"
  ],
  "agent_contract": {
    "task_input": "Use shopify-admin-post-purchase-survey-trigger in an agent workflow",
    "recommended_action": "Do not auto-install. Inspect the source, dependencies, and permission surface first.",
    "install_policy": "block",
    "minimum_review_before_use": [
      "Trust: 75/100 Strong shortlist",
      "Audit: 80/100 Needs review",
      "Safety: 32/100 Avoid automatic install",
      "Review repository, license, install command, and permission surface before production use."
    ],
    "expected_agent_output": {
      "selected_skill": "40rty-ai-shopify-admin-post-purchase-survey-trigger (shopify-admin-post-purchase-survey-trigger)",
      "install_command": "npx skills add 40RTY-ai/shopify-admin-skills --skill shopify-admin-post-purchase-survey-trigger",
      "risk_summary": "Needs review; Blocked for auto-install; Review before production",
      "verification_result": "Report the smallest successful task, files touched, warnings, and any missing setup."
    }
  },
  "outcome_feedback": {
    "endpoint": "https://www.openagentskill.com/api/agent/outcome",
    "method": "POST",
    "requires_resolve_event_id": true,
    "event_id_source": "Use install_receipt.outcome_feedback.event_id or feedback.event_id returned by /api/agent/resolve for the current task.",
    "expected_outcomes": [
      "success",
      "failed",
      "not_relevant",
      "blocked_by_risk",
      "setup_required"
    ],
    "payload_template": {
      "event_id": "<install_receipt.outcome_feedback.event_id or feedback.event_id from /api/agent/resolve>",
      "skill_slug": "40rty-ai-shopify-admin-post-purchase-survey-trigger",
      "task": "Use shopify-admin-post-purchase-survey-trigger in an agent workflow",
      "agent": "codex",
      "outcome": "success",
      "install_used": true,
      "risk_blocked": false,
      "setup_required": false,
      "task_success": true,
      "output_quality": 4,
      "error_type": null,
      "human_review_required": false,
      "workspace": "sandbox",
      "time_to_useful_ms": 120000,
      "notes": "Report the smallest successful task, setup friction, files touched, and risk notes."
    }
  },
  "endpoints": {
    "web": "https://www.openagentskill.com/skills/40rty-ai-shopify-admin-post-purchase-survey-trigger",
    "api": "https://www.openagentskill.com/api/agent/skills/40rty-ai-shopify-admin-post-purchase-survey-trigger",
    "audit": "https://www.openagentskill.com/skills/40rty-ai-shopify-admin-post-purchase-survey-trigger/audit",
    "eval": "https://www.openagentskill.com/api/agent/evals?slug=40rty-ai-shopify-admin-post-purchase-survey-trigger&task=Use%20shopify-admin-post-purchase-survey-trigger%20in%20an%20agent%20workflow&max_risk=medium",
    "resolve": "https://www.openagentskill.com/api/agent/resolve?task=Use%20shopify-admin-post-purchase-survey-trigger%20in%20an%20agent%20workflow&agent=codex&max_risk=medium",
    "receipt": "https://www.openagentskill.com/api/agent/receipt?task=Use%20shopify-admin-post-purchase-survey-trigger%20in%20an%20agent%20workflow&agent=codex&max_risk=medium&format=text",
    "install": "https://www.openagentskill.com/api/skills/40rty-ai-shopify-admin-post-purchase-survey-trigger/install",
    "manifest": "https://www.openagentskill.com/api/registry/manifest/40rty-ai-shopify-admin-post-purchase-survey-trigger"
  }
}

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Creator: 40RTY-ai
Source: 40RTY-ai/shopify-admin-skills
Indexed by: OpenAgentSkill community index

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