Greet — Knowledge Base

Getting Started

What is Greet?

Greet is a Shopify app that shows a beautiful, multi-step onboarding popup to logged-in customers. When customers fill it in, their answers are saved directly as Shopify customer metafields — giving you a rich profile of every customer, ready to use in Liquid, Shopify Flow, email marketing, and more.

Installation

Install Greet from the Shopify App Store. Approve the requested permissions:

• read_customers, write_customers — save answers to customer profiles
• read_metaobjects, write_metaobjects — store your flow configuration
• read_themes — check whether the App Embed is active

Enable the App Embed

Greet is delivered as a Theme App Extension (App Embed). You enable it once in the Theme Editor — no Liquid, no code, no developer.

1. In the Greet admin, click "Open Theme Editor → App Embeds" in the banner
2. In the Theme Editor that opens, find "Greet — Customer Onboarding"
3. Toggle it on and click Save

Quick Start

After enabling the App Embed:

1. Click Add Step to create your first screen
2. Inside the step, click Add question and choose a question type
3. Click Turn flow on in the banner
4. Log in as a test customer in your storefront — the popup appears!

Flow Builder

Steps

A step is one screen in the popup. Use multiple steps to group related questions.

Question Types

Required & Visible

Each question has two toggles right on the question row:

• Required — customer must answer before continuing
• Visible — when unchecked, question is hidden from customers (draft mode) without being deleted

Conditional Logic

Show or hide a question based on a previous answer. Conditions are evaluated in real time — questions appear and disappear as the customer answers.

How to add a condition

1. Click Edit on the question you want to conditionally show
2. Open "Conditional logic — show this question only if…"
3. Click Add condition
4. Choose: [source question] [operator] [value]

Available operators

AND / OR logic

When you have multiple conditions, choose AND (all must be true) or OR (any must be true) using the logic selector.

Design Studio

Open the Design tab to customise how the popup looks.

Templates

Layout vs. Template

A template sets everything at once (colours + fonts + layout). A layout only changes the popup's shape (centered card, fullscreen, bubble, etc.) — it does not change your colours or fonts.

Translations

Greet supports all languages enabled in your Shopify store.

1. In Questions, find the "Editing language" dropdown
2. Select a language (Arabic, French, German, etc.)
3. The page switches to translation mode — enter translations for every step, question, and option
4. Click Save next to each item

On the storefront, Greet reads the customer's browser locale and serves the matching translation. Falls back to the default language if no translation exists.

Customer Data

Metafield mapping

Every question can be mapped to a Shopify customer metafield. Click Edit on any question → Customer metafield mapping to set the namespace and key.

Using in Liquid

{{ customer.metafields.customer_profile.skin_type.value }}
{{ customer.metafields.customer_profile.birthday.value }}

{%- assign done = customer.metafields.tafseel_onboarding.completed.value -%}
{% unless done %}
  {# Show upsell banner to customers who haven't completed onboarding #}
{% endunless %}

Completion metafields (auto-set)

Shopify Flow

Create a Flow trigger on Customer updated, then check:

customer.metafields.customer_profile.skin_type = "Dry"
customer.metafields.tafseel_onboarding.completed = "true"

Actions: Send email / Apply tag / Apply discount / Create support ticket — anything Flow supports.

Analytics

Open the Analytics tab to view submission data.

• Total sessions — Number of times the popup was opened
• Completed — Customers who finished all steps
• Skipped — Customers who closed without finishing
• Completion rate — Completed ÷ Total × 100
• Step drop-off funnel — How far customers get before abandoning
• Top answers — Most common answers per question (last 500 submissions)

Integrations & Webhooks

Setup

1. In Questions, scroll to Integrations and toggle it open
2. Enter your Webhook URL
3. Click Save

Payload reference

{
  "event": "onboarding.completed",
  "shop": "your-store.myshopify.com",
  "customerId": "1234567890",
  "customerEmail": "jane@example.com",
  "customerName": "Jane Doe",
  "flowId": "abc123",
  "stepReached": 3,
  "totalSteps": 3,
  "skipped": false,
  "submittedAt": "2026-06-02T10:30:00.000Z",
  "answers": [
    { "namespace": "customer_profile", "key": "skin_type", "value": "Dry" },
    { "namespace": "customer_profile", "key": "birthday", "value": "1990-05-15" }
  ]
}

AI & Bulk Import

✨ AI Flow Generator

Click "✨ Generate with AI" in the Questions page header.

1. Select your store type (Fashion, Beauty, B2B, etc.)
2. Describe what you want to learn from customers
3. Choose 1–4 steps
4. Click Generate, preview the result, then Apply

CSV Import

Click "⬆ Import" → CSV tab. Paste from Excel or Google Sheets:

Step Title,Question Label,Type,Options (;-separated),Metafield Key,Required
Welcome,What is your skin type?,SINGLE_CHOICE,Oily;Dry;Combination,skin_type,true
Welcome,Do you have any allergies?,TEXT,,allergies,false
Preferences,How did you hear about us?,SINGLE_CHOICE,Instagram;Friend;Google,referral_source,false

The first header row is ignored automatically. Supported types: TEXT SINGLE_CHOICE MULTIPLE_CHOICE YES_NO DATE NUMBER RATING

Frequently Asked Questions