Getting Started with RetentionX

✔️ Your first task is to integrate your eCommerce platform with RetentionX. To do this, either install our app for Shopify, BigCommerce, Shopware or integrate with your store by setting up a data feed.

✔️ If you have multiple stores for different locations, Multi-Store Plus allows you to manage the data for all stores in one consolidated RetentionX account.

✔️ Enhance your reporting by importing data from the tools you use. Centralize all your customer information and get a holistic data set.

• Import your marketing data from Google, Meta, TikTok to evaluate LTV in relation to CAC.
• Enrich your RetentionX account with Google Analytics session data to understand your customers' journeys and marketing effectiveness.
• Connect Recharge to analyze the performance of your subscription business.
• Analyze your Gorgias support ticket data to identify customers by sentiment and re-engage with them effectively.

✔️ Have your insights where your team needs them. Connect RetentionX to your tool stack here to unlock our powerful automations.

• Convert your customer segments into ready-to-use, daily updated audiences in Google, Meta, TikTok, and Pinterest.
• Set up email and SMS flows in Klaviyo, Attentive, Mailchimp, or ActiveCampaign based on your customers' behavior.
• Share all relevant customer insights with Zendesk to deliver world-class customer service.
• Feed customer segments back to Shopify to customize the shopping experience for your key customers.

✔️ Set rules to exclude data on import, such as team members or test orders, so that they do not affect your analyses.

✔️ COGS is an important component in calculating your customer's LTV and understanding profitability. Set up rules to configure your COGS.

✔️ Your UTM parameter tracking allows us to analyze the performance of your marketing activities not only quantitatively, but also qualitatively. Make sure all your campaigns include UTM tags.

✔️ Over time, different UTM tags may be used for the same things. Consolidate all source UTM tags by grouping your marketing channels.

✔️ Group unique coupon codes to evaluate the effectiveness of your promotions.

✔️ Add your industry to benchmark your performance against similar brands.

✔️ Review our default gross and net revenue definitions and adjust them as needed.

✔️ Customize how we process your data and visualize reporting in your report settings.

✔️ While RetentionX Core contains everything most brands will need, other brands might require more. Explore our add-ons to add more functionality.

✔️ Invite your colleagues and assign them roles and permissions.

✔️ Enable two-factor authentication for all users of the account to add an additional layer of security.

✔️ Get great inspiration on how to work with your data and make it actionable with our guides.

✔️ Reveal your first AI insights to get precise recommendations, along with the direct impact on revenue.

✔️ Create own customer segments or enable our suggestions to identify different customer groups and analyze behavioral patterns.

✔️ Add your business goals and RetentionX will start tracking your progress.

✔️ Explore our preset dashboards and create your own.

✔️ Set up daily, weekly, or monthly email reports to have your numbers delivered straight to your inbox.