Post-Login Surveys
Post-login surveys help you collect useful customer details at the moment customers sign in or create an account. You can ask one question at a time inside Rivo Accounts and guide customers through each step with built-in progress, Next, and Skip actions.
This is useful for collecting profile preferences you can use for segmentation, personalization, and campaign targeting.
How Post-Login Surveys Work
A post-login survey is built from your existing preference questions.
You create a survey and set how it should trigger.
You attach preference questions to that survey.
Customers answer those questions inside the account widget.
Answers are saved to each customer’s preferences.
For post-login use cases, choose Account Creation as the survey trigger.
Before You Start
Make sure you already have preference questions created.
Go to Accounts > Preferences.
Create the questions you want to ask.
Return to Accounts > Surveys to build your post-login survey.
If you need help creating preference questions first, see Customer Preferences.
Set Up a Post-Login Survey
Go to Accounts > Surveys.
Click New Survey.
Enter a Title.
Set Display Type to Account Creation.
Click Create Survey.
After you create it, open the survey and configure:
Name and Description
URL handle (shareable survey link)
Status (active/inactive)
Add Survey Questions
In the survey editor:
Click Add question.
Choose a question from your existing preference questions.
Optionally override the question title and description for this survey.
Save.
A preference question can only be added once per survey, so your list stays clean and avoids duplicates.
You can also drag and reorder survey questions to control the customer flow.
Customer Experience: Next and Skip
During the survey flow, customers see:
A progress bar at the top
A Next button to continue
A Skip action for the current question
When a customer answers a question and clicks Next, they move to the next question. When they Skip, the flow continues without saving an answer for that step.
Button labels like Next and Skip follow your account widget language configuration.
Tips for Better Completion Rates
Keep surveys short and focused.
Ask high-value questions first.
Use clear, customer-friendly question titles.
Start with non-sensitive questions to build momentum.
FAQ
Can I run a survey without post-login behavior?
Yes. Surveys also support other trigger types such as URL-based and JavaScript-triggered flows.
What happens if a customer skips a question?
The survey moves forward, and that skipped answer is not saved.
Can I link directly to a survey?
Yes. Each survey has a URL handle you can copy from the survey editor.
Can I pause a survey without deleting it?
Yes. Set the survey to inactive to stop it from running, then re-activate it later.