Post Purchase Survey Trigger

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

Parameters

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

Inputs: query: "fulfillment_status:fulfilled financial_status:paid -status:cancelled updated_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

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_.csv with columns:

customer_id, email, name, locale, order_name, order_total, currency, fulfilled_at, delivered_at, days_since_fulfilled

Error Handling

Best Practices