Introduction
Customer Preference Questions allow you to collect valuable insights directly from your customers through customizable forms. These preferences are automatically synced to Shopify as customer metafields, enabling powerful segmentation and personalization strategies. Let's walk through how to set up and manage preference questions in your Rivo dashboard!
✨ Customer Preferences automatically sync to Shopify metafields for enhanced customer segmentation.
What are Preference Questions?
Preference Questions are customizable form fields that collect customer data and preferences. They support multiple input types including text, dropdowns, checkboxes, dates, and numbers. All responses are automatically stored as customer metafields in Shopify, making them accessible for segmentation, personalization, and marketing campaigns.
Available Input Types
Text Input - Single-line text field for names, favorite products, etc.
Textarea Input - Multi-line text field for longer responses
Select Dropdown - Single-choice dropdown with predefined options
Radio Input - Single-choice radio buttons with predefined options
Checkbox Input - Multiple-choice checkboxes
Date Input - Date picker for birthdays, anniversaries, etc.
Number Input - Numeric input with optional min/max validation
Accessing Preference Questions
[Screenshot: Preference Questions dashboard showing empty state with "Create your first preference question" prompt]
To access your preference questions:
From your Rivo Dashboard, navigate to Accounts > Preferences
If you haven't created any questions yet, you'll see an empty state encouraging you to create your first preference question
Click New Preference Question or Create Your First Preference Question to create a new question
Once created, you'll see a list of all existing preference questions with their status and input types
Click Edit on any existing question to modify it
[Screenshot: Preference Questions list showing created questions with titles, input types, and status]
Creating Preference Questions
[Screenshot: New Preference Question modal showing Key, Title, and Input Type fields with placeholder text]
When creating a new preference question, you'll need to configure:
Basic Settings
Key - A unique identifier for this preference (e.g., "shirt_size", "favorite_category"). This becomes the metafield key in Shopify.
Title - The question text displayed to customers (e.g., "What's your preferred shirt size?")
Input Type - Choose from the available input types based on the data you want to collect
📝 Important: The Key field will be used to identify this preference across Shopify segments and cannot be changed after creation.
[Screenshot: Filled out New Preference Question form showing "shirt_size" key, "What's your preferred shirt size?" title, and "Select Dropdown" input type]
Configuring Select Dropdown Questions
[Screenshot: Edit Preference Question screen showing options configuration with Label and Value fields for Small/small, Medium/medium, Large/large]
For Select Dropdown and Radio Input questions, you'll need to configure options:
Adding Options
After creating your question, you'll be taken to the edit page
In the options section, add your first option:
Label - The text customers see (e.g., "Small", "Medium", "Large")
Value - The stored value (e.g., "small", "medium", "large")
Click Add Option to add additional choices
Use the delete icon (×) to remove unwanted options
Click Save to update your question
Best Practices for Options
Use clear, descriptive labels that customers will understand
Keep values consistent and URL-friendly (use underscores instead of spaces)
Limit dropdown options to 10-15 choices for better user experience
Order options logically (alphabetically, by popularity, etc.)
Advanced Configuration
Question Status
Each preference question can be set to Active or Inactive:
Active - Question appears in customer-facing forms and widgets
Inactive - Question is hidden but data is preserved
Additional Fields
Description - Optional help text to guide customers
Required - Make the question mandatory for form completion
Position - Control the order questions appear in forms
Shopify Integration
All preference question responses are automatically synced to Shopify as customer metafields:
Metafield namespace:
rivoMetafield key: Your question's key (e.g.,
shirt_size,favorite_category)Value: The customer's response
Using Preferences for Segmentation
Once synced to Shopify, you can use preferences for:
Customer segmentation in Shopify admin
Personalized email campaigns
Targeted product recommendations
Custom marketing automation flows
Common Questions
Can I change the input type after creating a question?
No, you must delete and recreate the preference question to change the input type. This prevents data inconsistencies.
How many preference questions can I create?
There's no hard limit on the number of questions, but consider user experience when designing forms with multiple questions.
Can customers update their preferences?
Yes, customers can update their preferences through account widgets and forms. The latest response will overwrite previous values.
What happens to existing data if I delete a question?
Deleting a preference question will remove it from forms, but existing customer metafield data in Shopify will remain until manually cleaned up.
Troubleshooting
Preferences not syncing to Shopify
Verify your Shopify app permissions include customer metafields
Check that the preference question is set to Active
Allow up to 15 minutes for sync to complete
Question not appearing in forms
Ensure the question status is set to Active
Check the question position and form configuration
Verify the form widget is properly embedded