Overview
How It Works
The Profile Sequence is a customizable survey that lets customers build their profile by answering your branded questions. It includes default demographic fields like name and birthday, as well as custom questions you create to collect preferences, interests, or other data.
Customer responses can be featured on their loyalty profile, used to create audience segments in Shopify, and trigger a reward upon completion.
How To Set It Up
Configure Generic Questions
Go to Survey Sequences → Profile Attributes in the rediem platform.
Under Generic, enable the fields you want to collect: Full Name, Birthday, Pronouns, City, Phone Number, and/or Profile Image.
Toggle Active on to display the field to customers, or off to hide it.
Toggle Required on to make the field mandatory, or off to make it optional.
Add Custom Questions
Go to the Custom Questions section.
Click Add Step and choose a question type:
Multiple Choice: customer selects one answer from a list.
Checkbox: customer selects multiple answers from a list.
Story: displays a brand story slide with no customer input required.
Long Answer: customer types a free-text response.
Add the question text and answer options if applicable.
Customize the background using Fill or Image.
Toggle Required on or off as needed.
Save the question.
Set Featured Questions
Go to Set Featured Profile Questions.
Select up to 5 responses from active multiple-choice or checkbox questions.
These selections appear as part of the customer's loyalty profile.
Enable Segmentation
Go to Segmentation.
Enable Tags for Segmentation to generate Shopify customer tags based on customers' responses.
Configure A Reward
Go to Rewards.
Enable Reward upon completion.
Select a reward type: Points, Amount Discount, or Percentage Discount.
Set the reward value and save.
Publish
Click Publish when the profile sequence is ready to go live.
Key Notes
Only active questions are visible to customers.
Required questions must be completed before the survey can be submitted.
Up to 5 featured questions can be selected from active multiple-choice and checkbox questions only.
Only one reward type can be configured at a time.
Rewards are issued only after the full profile sequence is completed.