Introduction
Customer Preferences in Rivo includes two parts:
Preference Questions you create for customers to answer
Profile and consent settings customers manage in the account experience
This guide covers both setup and customer-facing behavior.
Part 1: Preference Questions
Use Preference Questions to collect customer details (for example, fit preferences or product interests).
Where to set them up
In your Rivo admin, go to Accounts > Preferences.
Supported input types
You can create questions using:
Text input
Textarea input
Select dropdown
Radio input
Checkbox input
Date input
Number input
How to create and manage questions
Click New Preference Question.
Add a unique Key and customer-facing Title.
Choose an Input Type.
For Select/Radio/Checkbox types, add options.
Save your question.
After creation:
You can edit title, description, options, and active status.
To change input type, delete and recreate the question.
You can set a question to Active or Inactive.
Shopify sync behavior
When customers submit or update responses, Rivo syncs those responses to Shopify customer metafields.
Part 2: Marketing Consent Settings
These settings live in Account Widget Settings and control login/profile consent checkboxes in the customer account experience.
Email subscription checkbox
You can configure:
Whether the email subscription checkbox is shown
Its default state (checked or unchecked)
Country-based precheck behavior using Shopify Market country codes (for example:
US, CA, GB)The checkbox label text
How country-based precheck works
If no country list is set, Rivo uses the default state for everyone.
If a country list is set, only customers in those countries see it pre-checked.
SMS subscription + consent text
You can configure:
Whether the SMS subscription checkbox is shown
The SMS checkbox label
Optional custom SMS consent text
When SMS consent is enabled, customers can subscribe from profile only when a phone number is present.
Privacy policy and terms links
In Store Policies, add:
Terms of Service URL
Privacy Policy URL
These URLs are used in the login/footer legal text and in default SMS consent wording.
Loyalty opt-in checkbox and tagging
If available on your shop, you can enable a separate loyalty marketing checkbox and set:
Checkbox text
Customer tag to apply when a customer opts in
Part 3: Profile and Address Management
Customers can manage personal details and shipping addresses directly in the account experience.
Personal info updates
From the profile area, customers can update:
First name
Last name
Phone number
Preference question answers
Email is shown but not editable in that profile form.
Shipping address management
Customers can:
Add shipping addresses
Edit shipping addresses
Delete shipping addresses
Check Set as default address while saving an address
When Set as default address is selected, that address is saved as the customer’s default shipping address.
Troubleshooting
Email checkbox is not pre-checking as expected
Confirm country codes are entered as comma-separated Shopify Market country codes.
If a country list is present, only listed countries are pre-checked.
SMS checkbox appears disabled
Customers must have a phone number entered before SMS consent can be selected.
Loyalty opt-in settings are not visible
This option may not be enabled on every shop configuration.
Address save fails
Confirm required address fields are filled (name, address line, city, postal code, country).