Use quiz answers in customer segments

Quizproof can save a shopper's answer on their Shopify customer as a customer field (a customer metafield in the quizproof namespace). Shopify's customer segments can filter by it, for example "skin type is Oily" or "concerns contains Acne". Other apps that read Shopify customer fields can use it too.

Before you start: customer fields are written for shoppers who opt in to marketing with the Opt-in question, so set that up first (Collect emails with the opt-in question).

Turn a field on#

1. Open the quiz's editor and choose a question: single choice, multiple choice, image choice, dropdown, number or slider.

2. Turn on Save as customer field.

3. Check the key (for example skin_quiz_skin_type) and each answer's customer value, the text the field stores. A customer value stays the same when you edit the answer's label later.

4. Publish. Quizproof creates the field in Shopify when the version goes live.

Each quiz can also save Completed on (the date the shopper finished the quiz) and Recommended products (the products on their results). Turn them on in the opt-in question's settings.

Only shoppers who tick a marketing checkbox (email or text messages) get fields. A shopper who asks only for their results by email gets none. A quiz has at most 20 fields; a store at most 60.

Filter a customer segment#

1. Go to Settings › Customer fields in Quizproof and copy the field's segment filter name, for example metafields.quizproof.skin_quiz_skin_type.

2. In Shopify, go to Customers › Segments and create a segment.

3. Use the filter name with:

   • text: metafields.quizproof.skin_quiz_skin_type = 'Oily'

   • a list: metafields.quizproof.skin_quiz_concerns CONTAINS 'Acne'

   • a number: metafields.quizproof.skin_quiz_age >= 30

   • a date: metafields.quizproof.skin_quiz_completed_on >= -30d

A new field takes a few minutes before segments can filter it. Until then, Shopify says it "is not available for filtering yet".

Other apps#

The fields are your store's, not only Quizproof's: every app with access to customers can read and change them.

• Gorgias shows up to 10 Shopify customer metafields in customer profiles and the ticket sidebar. Add the fields you want in Gorgias's Shopify integration settings. Gorgias shows them for customers created or updated after you add them.

• Brevo (through Brevo PushOwl's Shopify sync) can sync custom customer metafields from Shopify. The first sync can take a few hours.

• Klaviyo doesn't read customer metafields from Shopify. Use the Klaviyo integration instead: it sends the answers with the quiz event (Klaviyo).

When Quizproof removes values#

Quizproof deletes the values it wrote:

• when a shopper unsubscribes from all marketing (email and text messages);

• when Shopify asks to erase a customer's data;

• when a shopper takes the quiz again and doesn't answer a question this time;

• when you delete fields (below).

It deletes a value only while it is still the one Quizproof wrote. If another app or you changed it, it stays. A change made in the moment between Quizproof's check and its delete can still be lost, because Shopify has no "delete only if unchanged".

Delete fields, archive a quiz#

• Settings › Customer fields › Delete deletes Quizproof's values of a field on every customer, then the field itself if Quizproof created it. Values other apps or you wrote stay. Turn the field off in its quizzes first. Recommended products is the exception: Shopify deletes a product-list field only together with all its values, so Quizproof keeps it while values it didn't write remain.

• Archive a quiz with customer fields and choose:

  • Keep fields and values in Shopify (the default): nothing is deleted, and no new values are written;

  • Delete fields and our values: as above, for the quiz's fields.

Customer segments that use deleted fields stop matching.

If you delete a field in Shopify yourself, Quizproof stops writing it and shows Removed in Shopify. It doesn't create it again on its own: choose Re-enable in Settings › Customer fields.

Uninstalling and retention#

Uninstalling Quizproof deletes its own records. The fields and values in Shopify stay: they are your store's data, and you manage them like any other customer data. Quizproof's answer retention (Settings › Privacy) covers the answers it keeps; values already saved on customers follow the rules above.