Signals Surveys is part of Compass, the AI-first customer intelligence platform. Explore Compass

Documentation

The reference, organised by what you need.

Concepts, setup, survey building, publishing, the data model, analytics, integrations, and the developer surface — grouped so you can find the section rather than search for a sentence.

Start where you are

Four reading paths.

Documentation indexes are usually organised around the product. These are organised around who is reading.

I am a merchant setting this up

  1. 1 Concepts
  2. 2 Setup & installation
  3. 3 Building surveys
  4. 4 Publishing & targeting
Help center

I run marketing and want activation

  1. 1 Concepts
  2. 2 Integrations
  3. 3 Analytics
  4. 4 Templates
Klaviyo integration

I am integrating programmatically

  1. 1 Data model
  2. 2 Developer reference
  3. 3 Integrations
API reference

I am reviewing this for security

  1. 1 Data model
  2. 2 Administration & trust
  3. 3 Architecture
Security & privacy
Documentation sections

Nine sections.

Concepts

The vocabulary. Read this first — most configuration questions are really concept questions.

  • Surveys, Sparks, and questions
  • The Signal profile and declared preferences
  • Identity resolution and anonymous responses
  • Progressive profiling and profile gaps
  • Customer properties and how they are created
  • How Signals relates to Compass

Setup & installation

Getting Signals installed, connected, and verified on a Shopify store.

  • Installing from the Shopify App Store
  • Requested permissions and what each one is for
  • Theme app embed configuration
  • Checkout and thank-you page extension
  • Team members, roles, and permissions
  • Verifying your first response end to end

Building surveys

Everything in the editor, from question types to conditional logic.

  • Question types and validation rules
  • Answer choices, randomisation, and opt-outs
  • Branching and conditional follow-ups
  • Mapping answers to customer properties
  • Using the AI Survey Builder
  • Versioning, drafts, and publishing

Publishing & targeting

Where a survey appears, who sees it, and when it stops.

  • Storefront placements and page targeting
  • Dedicated survey URLs
  • Embedding Sparks in email
  • Audience conditions and suppression rules
  • Response limits, scheduling, and closing
  • Preview versus live behaviour

Data model

How responses, profiles, and properties are structured and related.

  • Response, answer, and question records
  • Signal profile structure
  • Property types and value normalisation
  • Response-to-order and response-to-customer joins
  • Export formats and field definitions
  • Retention windows and deletion behaviour

Analytics

Reading the numbers, and what each one is actually measuring.

  • Response distribution and completion rate
  • Abandonment and where respondents drop
  • Segment comparison
  • Product affinity by declared preference
  • Purchase outcomes after a response
  • How response intelligence findings are generated

Integrations

Configuration and behaviour for every destination Signals writes to.

  • Shopify: customers, orders, products, tags
  • Klaviyo: events, properties, and flow triggers
  • Compass: profile contribution and audiences (optional)
  • Sync timing, retries, and backfill behaviour
  • Troubleshooting a sync that looks stalled
  • Disconnecting an integration safely

Developer reference

For teams building on top of Signals rather than configuring it.

  • Authentication and key scopes
  • Response and profile endpoints
  • Webhook events and signature verification
  • Pagination, rate limits, and retries
  • SDK installation and usage
  • Versioning and deprecation policy

Administration & trust

Account-level configuration, and the controls behind our trust claims.

  • Billing, plans, and limits through Shopify
  • Data retention configuration
  • Response export and data deletion requests
  • Consent handling and respondent choice
  • Tenant isolation and encryption
  • Least-privilege Shopify permissions
A note on where this lives

This page is the index, not the docs.

The section list above is the map. The full articles — configuration steps, field definitions, payload schemas, and error references — are maintained as product documentation and may be served from a documentation subdomain rather than from this marketing site. Following a section link will take you to the right place regardless of which host serves it.

Why they are separate

Documentation changes with every release. Keeping it alongside the product means it ships when the feature ships, rather than trailing behind a marketing deploy.

What that means for you

Bookmark this index if you want a stable starting point. Individual article URLs may move as sections are reorganised; the section groupings here are the durable structure.

Documentation reads better with an account open.

Install Signals and follow along in your own store — most of this makes immediate sense once you have a survey in front of you.