Use loyalty incentives to encourage your customers to provide information about themselves and their shopping habits. With Antavo’s Gamified profiling module, you can ask a set of questions that you would like customers to answer and give points in return for completing the survey by assigning a point value for each question set. You can use the dedicated endpoints of the Display API to add the configured questions flow to your membership site.
After collecting all this information, use this data across marketing activities by creating an export or syncing them to your newsletter provider.
Find the configuration page by clicking the 
icon in the main sidebar or typing 'Gamified Profiling' into the search bar of the Modules menu. The page will open to the list of profiling flows that are already set up with the following information:
Name of the flow
A text label, immediately below the unique ID, specifies if the account is Active or Inactive.Points awarded for answering the questions
Adding a new question
Click the ‘Create’ button on the top right-hand corner of the Questions page or the ‘Create new question’ option in the sidebar
Question Types
Select the type of question to add:
Like/dislike - upload a product image and ask members to decide whether they like it.
Image options - showcase a selection of images to learn more about customers’ preferences
Two image options - image options question with a limit of 2 available answers to choose from
Three image options - image options question with a limit of 3 available answers to choose from
Text input - let customers phrase their own answers to the question
Text options - provide a predefined set of options from which the customers can select
Datepicker - ask customers to share remarkable dates (birthdays, anniversaries)
Numeric slider - add a rated scale to get nuanced data about preferences
Color options - ask customers about color preferences
Feedback - gather customer reviews by asking them to share their honest opinions
Click ‘Next’
Basic information
Enter the question
A mandatory field, that stores the human-readable title of the question. You can enter any string, a text that contains mixed characters.Enter the question description
Data
To save the customer’s answer as a customer data field, tick the checkbox and select the field to save the answer to.
Learn more about the customer fields and how to create them here.
Note that if answers and tags (that you’ll define under ‘Answer settings’ later on) do not match the format of the selected customer field, then customers won’t be able to answer the question. You can find the required format of each field on the Customer fields page under the Customers tab of the Settings menu.
We recommend using the flowing formats:
field with string format for text input type of questions
field with date format for datepicker questions
numeric field for numeric slider or feedback questions
Answer settings
The configuration of answers depends on the type of question you have selected, here are the specific settings of each question type:
Like/Dislike
Upload answer photo
Add the title of the image
Add tags
To create a new tag, type the name of the tag in the field and click Enter.
Image options/2-image options/3-image options
Multi-choice
Check the box if the customer can select multiple answers.Upload answer photos
Write the answers in the ‘Title’ fields
Add tags
To create a new tag, type the name of the tag in the field and click Enter.
Text options
Add answers
Multi-choice
Check the box if the customer can select multiple options.
Numeric slider
Media
You can upload an image that will appear under the question and the description.Min and Max
Set the highest and lowest number the customer can select.Step
Set the difference between selectable options.Append
Enter the text which should be displayed after the value the customer selects.
Color options
Add color options and define tags
Use the ‘Add’ button to offer more than 2 color options.Multi-choice
Check the box if the customer can select multiple answers.
Feedback
Media
You can upload an image that will appear under the question and the description.Min and Max
Set the highest and lowest number the customer can select.Step
Set the difference between selectable options.
After you have defined the settings of the question, click the ‘Create’ button.
Creating a new flow
Follow these steps to create a new question flow.
Click ‘Create new flow’ in the module sidebar
Enter the name of the flow
Write a description
Add the number of points customers should get for answering all questions in the flow
Select customer segments who can answer the questions
Read more about segments here.Decide if you want the flow to be visible for the selected segments only
If the checkbox is ticked and the customer is not in the selected segment, the flow may appear as a restricted item on the membership site.Add the start and end dates
The Display API endpoint returns active flows between the configured start and end dates.Upload an image
Stages
Available questions
Use the icon to add questions to the flow.
You can add the same question in multiple flows, but once the customer answers it in one flow, the question will not appear again in other flows: each question can be answered only once.
Use the search bar on top to find the questions that you’d like to add to the flow.Selected questions
You can remove questions from the flow by clicking the icon.
Flow completion
Enter the message that appears after all the questions have been answered
Pick the color of the message
Enter the label of the CTA that appears after the flow has been completed
Pick the color of the CTA label
Pick the background color of the label
Add the URL where the CTA should direct the customer to
If you leave it blank, the flow would be closed without being directed to another page.Upload the background image of the flow completion page
Please note, that the flow completion settings are not available through the Entities API yet, currently, this serves informative purposes only.
Don’t forget to click ‘Create’ before leaving the page.
Activating questions and flows
After saved for the first time, the status of the flows and questions is ‘inactive’, which means customers won’t be able to answer them on the membership site, and appears only in the list of flows and questions.
You can activate flows and questions right after creating them using the ‘Set active’ button on the upper right-hand side of the setup page and confirm the activation in the dialog that subsequently appears.
Please remember, that questions are embedded into flows, which means that activated questions can only be answered if the flow that the question that was added to is active.
Managing questions and flows
Edit a flow/question
Navigate to the ‘Questions’ or ‘Flows’ tab
Click the ‘Edit’ button on the question or flow you want to edit
Edit the question or flow
Save your changes by clicking ‘Update’
Deactivate a flow/question
Follow these steps in case you chose to remove a question or an entire flow from the membership page:
Navigate to the ‘Questions’ or ‘Flows’ tab
Click the ‘Edit’ button of the question or flow you want to edit
Click the ‘Set inactive’ button on the upper right-hand side of the page
Confirm your choice in the dialog that appears
Archive a flow/question
You can delete inactive questions and flow from the platform by archiving them.
Navigate to the ‘Questions’ or ‘Flows’ tab.
Click the ‘Edit’ button on the inactive question or flow you would like to archive
Click the ‘Archive’ button on the upper right-hand side of the page
Confirm your choice in the dialog that appears
Archiving is irreversible. Once a flow or a question is archived, it cannot be restored anymore.
Sorting of question flows
You can define the order of the profiling flows on the membership site by selecting the ‘Sorting’ option in the sidebar. The list of the flows returned by the Display API will be ordered based on the sorting set.
Just drag and drop the flow to change the order, and the changes are automatically applied.
Filter questions
Filter your question list on the Backoffice by clicking the ‘Filters’ button at the top of the Questions page, next to the ‘Create’ button. After selecting the question type(s) you’d like to filter to, click ‘Apply’ to see the filtered list. ‘Reset’ filtering to access the entire list again.
Adding new flow attributes
You can add further configurable attributes to the flows via the Custom entities extension by extending the 'Gamified profiling - Flow' factory entity. The newly defined, activated attribute will be added to the flow editor page as a configurable field.