What are Preferences & Surveys?

Preferences and Surveys are powerful tools that work together to help you collect zero-party data from your customers. This data can be used to personalize your marketing efforts and improve customer experiences.

• Preferences: Data points that customers can provide about themselves.
• Surveys: A set of questions built from your preferences that customers can answer.

Why Use Preferences & Surveys?

• Learn who your customers are and what they're shopping for
• Create personalized marketing messages
• Drive repeat purchases
• Integrate with Klaviyo for advanced marketing campaigns

Setting Up Preferences & Surveys

1. Set Up Customer Preferences

Preferences are the building blocks for your surveys. Set these up first.

1. Go to your Status admin
2. Click on Preferences
3. Click Add preference
4. Choose an option:
   • Select from default preferences OR
   • Click Create preference at the bottom for a custom one
5. Configure your preference:
   • For surveys, use Single choice or Multiple choice types
   • Other available types: Text, Checkbox, Date, Number, Measurement
6. Click Save

Repeat this process for all the preferences you want to use in your survey.

2. Create a Survey