How It Works
The Profile Sequence is a customizable survey that lets a customer build their loyalty profile by answering branded questions. It includes default demographic fields such as name and birthday, along with custom questions created to collect preferences, interests, or other data.
Responses can appear on the customer's loyalty profile, feed into Shopify audience segments, and trigger a reward when the customer completes the survey.
How To Set It Up
Configure Generic Questions
Go to Survey Sequences → Profile Attributes.
Under Generic, enable the fields to collect: Full Name, Birthday, Pronouns, City, Phone Number, and Profile Image.
Toggle Active on to display the field to the customer, 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 (select one answer)
b. Checkbox (select multiple answers)
c. Story (a brand story slide with no customer input), - displays a full-slide brand message or story with no answer options and no customer input. Use it to share brand background, product highlights, or context between question steps, without collecting any data at that step
d. Long Answer (free-text response) - the customer types a free-text response instead of choosing from preset options. Use it for open-ended questions where answers can't be captured with a fixed list .
3. Customize the background using Fill or Image -
Fill — the question slide displays as a solid background color, with the question text and answer options placed on top. This gives a clean, minimal look that matches your brand color palette.
Image — the question slide displays a custom image as the full background, with the question text and answer options overlaid on it. This is useful for adding product photography, lifestyle imagery, or campaign visuals behind a question.
4. Toggle Required on or off as needed
5. Use the copy icon to duplicate the question, or the delete icon to remove it.
6. Click Save.
Set Featured Questions
Every active multiple-choice or checkbox question is answered as part of the survey and contributes to segmentation, regardless of featured status. The only difference with a featured question is visibility: it also appears on the customer's public-facing loyalty profile, while a non-featured question's response is collected but stays private, visible only in the merchant admin.
Go to Set Featured Profile Questions.
Toggle the Set Featured ON for the questions you want to make appear on the end user’s profile based on their selection of option :
End user’s can see their selected option in their profile under about you section
Enable Segmentation
Go to Segmentation.
Toggle Enable Tags for Segmentation on to generate Shopify customer tags based on survey responses .
For example, a question such as "What's your favorite product category?" with options like Skincare, Makeup, Haircare, and Fragrance generates a matching Shopify customer tag for whichever option the customer selects. A customer who selects Skincare is tagged accordingly, making it possible to build a Shopify segment of customers interested in skincare and target them with relevant campaigns or product recommendations.
Configure A Reward
Go to Rewards.
Toggle Reward Upon Completion on. This determines whether completing the Profile Sequence triggers a reward at all — leave it off if the sequence should only collect data.
Select a reward type from Reward Type: Points, Amount discount coupon, or Percentage Discount.
Points requires no further configuration beyond the reward value — the customer's point balance updates directly.
Amount discount coupon and Percentage Discount are configurable further in step 5, since they generate a discount code with its own rules.
4. Enter the reward value (points amount, or discount amount/percentage depending on the reward type selected).
5. If Amount discount coupon or Percentage Discount is selected, configure the additional discount settings
Under Applies to, select where the discount applies: Entire catalogue, Specific collections, or Specific products.
Under Purchase Type, select which purchases qualify: Any, One-time Purchase, or Subscription.
Under Combination, choose whether the reward can be combined with other discounts: Product discount, Order discounts, and/or Shipping discounts.
Under Discount Code, toggle Add a prefix to discount codes on to prepend a custom prefix to generated codes.
Check the generated code format under Preview.
Click Publish to make the profile sequence live.
The reward is issued automatically the moment the customer submits the completed survey, with no manual approval step. A Points reward is added directly to the customer's points balance and is visible immediately in their account. An Amount discount coupon or Percentage Discount reward generates a unique code, which appears in the customer's account as a redeemable coupon matching the Applies to, Purchase Type, and Combination rules configured above.
Key Notes
Featured status (up to 5 questions, multiple-choice or checkbox only) controls profile visibility only. It does not affect whether the question is included in the survey.
Only one reward type can be active at a time.
The Phone Number field rejects a number already used on another customer account, and submitting one automatically opts the customer into SMS marketing.
The birthday reward is configured separately, under Ways To Earn → Add A Birthday and Ways To Redeem → Birthday Reward. The Age Limit on the Birthday field only enforces a minimum age for survey submission, not for the reward itself.
Editing a question and republishing the sequence does not affect previously collected responses.