ExitSurvey – Smart Exit-Intent Survey & Cart Recovery for WooCommerce

ExitSurvey – Smart Exit-Intent Survey & Cart Recovery for WooCommerce

ExitSurvey detects the exact moment a visitor is about to leave your WooCommerce store
and presents a beautiful, targeted survey popup tailored to what they actually did on your site.
It then helps you win them back with instant discount coupons, branded cart-recovery emails,
and real-time integrations — all from your own WordPress dashboard, with zero external trackers.

Stop guessing why customers abandon. Start recovering lost revenue today.

How It Works

1. Tracks browsing — records page visits (cart, checkout, product, shop) in localStorage with no cookies or external scripts.
2. Detects exit intent — when the visitor moves their mouse toward the browser bar, the popup fires.
3. Picks the right question automatically based on real browsing history:
   • Visited checkout → Checkout abandonment question
   • Has cart items (no checkout) → Cart abandonment question
   • Visited product pages → Product interest question
   • Browsed shop or category pages → Shop browse question
   • Otherwise → General feedback question
4. Displays live cart contents — shows the visitor’s actual products (image, name, qty, price, total) inside the popup.
5. Collects the answer — supports multiple-choice or open-text formats per question.
6. Recovers the sale — optionally generates a unique WooCommerce coupon, shows it instantly with a countdown timer, and emails the visitor their cart with a one-click checkout link.

Core Survey Features

• Cart-aware popup — displays real cart items (images, name, qty, price) and cart total inside the survey.
• 5 smart triggers — cart abandonment, checkout abandonment, product page visit, shop/category browse, general.
• Fully customisable questions — edit text, answer options, and sort order from ExitSurvey → Questions.
• Two question types — multiple-choice or open-text per question.
• Sort order control — numeric ordering lets you choose exactly which question appears first.
• Extra field per question — attach an optional text input beneath any question (e.g., “Enter your email for a discount”).
• Cookie throttle — configurable days before the same visitor sees the popup again.
• Mobile toggle — independently enable or disable the popup on mobile devices.
• Test Mode — shows the popup on every page load so you can preview it without waiting for real exit intent.
• Brand colour customisation — set a primary and secondary colour; the popup gradient matches your store branding.
• Page exclusion list — define specific URLs where the popup should never appear.
• Configurable delay & sensitivity — control how many milliseconds after load before tracking begins, and how close to the browser bar the trigger fires.

Targeting & Audience Segmentation

Show each question to exactly the right visitor segment. Per-question targeting rules include:

• User type — All visitors / Guests only / Logged-in customers only.
• Order history — Minimum and maximum number of past WooCommerce orders (e.g., first-time buyers only, or repeat customers only).
• Cart value range — Minimum and maximum cart total for client-side filtering (e.g., show a high-value discount question only when the cart exceeds $50).

️ Conversion Recovery — Auto Coupon

Win back abandoning visitors instantly with automatically generated, unique WooCommerce discount coupons:

• Enable / disable auto coupon generation per site.
• Custom code prefix — generated codes look like EXIT-A3F7K2 (prefix is configurable).
• Expiry control — set how many hours until the coupon expires (0 = never expires).
• Urgency countdown timer — a live countdown inside the popup creates scarcity and drives action.
• Smart discount tiers (up to 3) — assign different discounts based on cart value (e.g., 5% off under $50, 10% off at $50+). Supports percentage and fixed-amount types.
• Answer-triggered coupons — only generate a coupon when the visitor selects a specific answer (e.g., “Too expensive”). One answer per line, case-insensitive.
• Auto-apply to cart — optionally apply the coupon to the WooCommerce cart automatically on submission.
• Persistent floating banner — the coupon code floats in the bottom-left corner across all page navigations (via localStorage) until copied or dismissed.
• One-click copy — visitors can copy the coupon code from both the popup and the persistent banner.
• Single-use enforcement — every generated coupon has a usage limit of 1, created directly in WooCommerce.

Cart Recovery Email

When a visitor provides their email, automatically send them a beautifully branded cart recovery email:

• Branded HTML email template — gradient header, discount code block, cart items table, and a prominent checkout CTA button.
• Abandoned cart items included — exact products (image, name, qty, price) appear in the email body.
• Configurable From name & From address.
• Configurable email subject line.
• Expiry notice — the email states how long the coupon code is valid for to encourage urgency.

Email Marketing Integration

Automatically subscribe survey respondents to your mailing list when they provide an email:

• Mailchimp — API v3, PUT upsert via members endpoint. GDPR-safe: will not re-subscribe opted-out contacts.
• Klaviyo — API revision 2024-10-15, bulk subscription endpoint with email consent flag.
• Per-question toggle — mark any extra field as an “Email Collector” to activate list subscription for that specific question only.
• Provider select — choose None, Mailchimp, or Klaviyo from the Settings page; API credentials saved securely.

⚡ Zapier & Webhook Integration

Send survey response data to any external app or automation platform in real time:

• Any webhook endpoint — Zapier Catch Hooks, Make (Integromat), n8n, custom REST APIs.
• Structured JSON payload — includes response_id, session_id, question_id, question_text, answer, trigger_type, cart_value, cart_items, page_history, site_url, created_at.
• Non-blocking delivery — fire-and-forget so the visitor’s popup response is never delayed.
• SSRF protection — loopback and private IP addresses are blocked even if the URL passes format validation.
• Enable / disable toggle with a URL field that only appears when the webhook is enabled.

Admin Dashboard & Reporting

• Real-time stats dashboard — total responses, today’s count, average cart value, top answers, and response breakdown by trigger type.
• Responses table — paginated list with trigger badge, question, answer, cart value, and date; supports search and trigger filter.
• Delete responses — remove individual records with nonce-secured AJAX confirmation.
• Admin email notifications — receive an email alert for every new survey submission (configurable recipient address).

Security & Code Quality

• All $_POST / $_GET inputs sanitized with appropriate WordPress sanitization functions (sanitize_text_field, absint, sanitize_email, esc_url_raw, etc.).
• All output escaped with esc_html, esc_attr, esc_url, and wp_kses_post.
• Nonce verification on every admin form (check_admin_referer) and every AJAX action (check_ajax_referer).
• All database queries use $wpdb->prepare() with typed placeholders; dynamic table names secured with sanitize_key().
• Fully translatable — all PHP strings use __() / esc_html__() with the exitsurvey text domain; all JS user-visible strings passed via wp_localize_script for .po file translation.
• Modular architecture — each feature (Email Marketing, Coupon, Zapier, Targeting) is a self-contained class wired via WordPress action/filter hooks, making customisation and extension straightforward.
• Zero external tracking scripts or third-party assets loaded on the frontend.

⚙️ Requirements

• WordPress 5.8 or higher
• WooCommerce (required)
• PHP 7.4 or higher

Installation

1. Upload the exitsurvey folder to /wp-content/plugins/.
2. Activate the plugin through the Plugins menu in WordPress.
3. Go to ExitSurvey → Settings to configure the popup, branding, and integrations.
4. Go to ExitSurvey → Questions to customise your survey questions, targeting rules, and coupon triggers.
5. Survey responses appear under ExitSurvey → Responses.

Recommended setup order:

1. Set your brand colours in Settings → Appearance.
2. Enable the popup and configure cookie duration.
3. Edit your questions (at least one per trigger type).
4. (Optional) Enable Auto Coupon and configure discount tiers.
5. (Optional) Connect Mailchimp or Klaviyo for email capture.
6. (Optional) Add a Zapier or custom Webhook URL.
7. Preview everything using Test Mode.

❓ Frequently Asked Questions

Does it work without WooCommerce?
No. ExitSurvey requires WooCommerce to read live cart data, product information, and checkout URLs.

Will it slow down my store?
No. All page tracking is client-side (localStorage). The server is only contacted when the popup actually opens, and all third-party calls (Zapier, Mailchimp, Klaviyo) are fire-and-forget (non-blocking).

Can I add my own questions?
Yes — create and edit questions in ExitSurvey → Questions. You can set question text, type (multiple-choice or open-text), trigger, active status, and sort order.

How do I stop the same visitor from seeing the popup too often?
Use the Cookie Duration setting. Set the number of days before showing the popup again. Set to 0 to disable throttling entirely.

Is the generated coupon single-use?
Yes. Every generated coupon has a usage limit of 1 and is created directly in WooCommerce Coupons, so you can manage or delete it from there.

Will existing Mailchimp subscribers get re-subscribed?
No. The Mailchimp integration uses a PUT upsert with status_if_new: subscribed, which means only brand-new contacts receive the subscribed status. Existing contacts — including opted-out contacts — keep their current status.

Is it GDPR-compliant?
All data is stored on your own server. No third-party tracking scripts are loaded on the frontend. Email subscription only occurs when the visitor actively provides their email. You are responsible for displaying appropriate consent notices on your site.

Can I translate the plugin?
Yes. All PHP strings are wrapped with __() and esc_html__() using the exitsurvey text domain. All JavaScript user-visible strings are passed from PHP via wp_localize_script and can be translated with standard .po/.mo files or any translation plugin (e.g., Loco Translate, WPML, Polylang).

Does the floating coupon banner appear on every page?
Yes — if a coupon code is saved in localStorage, a small floating banner appears in the bottom-left corner on every page until the visitor copies the code or dismisses it. It auto-dismisses after 60 seconds and reappears if they navigate away without using the coupon.

Changelog

1.0.0 — Initial release

• 5-trigger smart exit-intent survey engine
• Cart-aware popup with live product display
• Per-question audience targeting (user type, order history, cart value)
• Auto coupon generation with 3-tier discount system and answer triggers
• Branded HTML cart recovery email
• Mailchimp & Klaviyo email marketing integration
• Zapier / webhook integration with SSRF protection
• Real-time admin dashboard, responses table, and email notifications
• Test Mode, mobile toggle, page exclusion, brand colour customisation
• Full translation support