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
Select dropdown
Checkboxes
Date input
Number input
How to create and manage questions
Click New Preference Question.
Add a Key and customer-facing Title.
Choose an Input Type.
For Select/Checkbox types, add options.
Save your question.
After creation:
You can edit title, description, options, and active status.
Editing a question does not clear existing customer answers.
To change input type, delete and recreate the question. Deleting a question can remove the collected answers for that question, so export or review the data first if you need to keep historical responses.
You can set a question to Active or Inactive.
Shopify sync behavior
When customers submit or update responses, Rivo can sync those responses to Shopify customer metafields. Active questions with a valid key are included in the customer experience and can be synced to Shopify when customer metafield sync is enabled.
If you edit a question’s wording, description, options, or active status, previously collected answers stay attached to the same question. If a customer answers again, only that customer’s response to that question is updated.
You can also review preference responses in Data Logs and import preference answers by CSV when migrating data from another platform.
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
Restricting loyalty earning by marketing consent
Rivo does not have a native setting that makes point or store-credit earning depend on a customer’s email marketing consent status.
If you need that behavior, a common workaround is to use Shopify Flow to add the Rivo Excluded customer tag when a customer is not subscribed to email marketing, and remove that tag when the customer subscribes again. Customers with that tag are excluded from loyalty and referral participation, so they cannot earn new loyalty rewards while the tag is present.
Before using this workaround, review the legal and customer-experience implications with your team. In some regions, requiring email marketing consent to participate in a loyalty program may raise consent or privacy concerns.
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, when SMS subscription is enabled
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 (first name, last name, address line, city, postal code, country, and state/province when required for the selected country).