How to Set up Merchandise Optimization

Ensure your best-performing products receive the visibility they deserve. With RetentionX, you can discover your most enticing, high-converting, and profit-driving products. Our Merchandise Optimization dynamically sorts your products based on these insights to maximize your revenue from collection traffic. Learn more about how it works here.

The Setup Process: 6 Simple Steps

The setup process is simple and consists of six steps to implement tracking for your collection pages and automate your product sorting.

To enhance your Google Analytics tracking, you'll need to add a custom pixel to your Shopify store that will feed your GA account with additional data, such as product impressions and clicks. The pixel is added in a sandbox environment and won't affect your storefront, shop performance, or any other tracking.

Don’t worry—our setup wizard will guide you through each one to ensure everything is configured correctly and runs smoothly. Click here to start setting up Merchandise Optimization.

1. Connect Google Analytics
   To track the performance of your products within your collections, we will enhance your Google Analytics tracking with additional data points. These are used to evaluate the effectiveness of your products relative to their placement, and ultimately to calculate a performance score by which to sort your products.
   
   For this, we'll create a new GA4 property within your GA4 account to ensure we can push the data in the format needed, but also to avoid duplicating data in existing properties.
   👉 Connect to your Google Analytics 4 account and select all permissions:
   
   
   
   
   
2. Authenticate Shopify
   Based on individual performance scores, you can enable automatic sorting of your products within your collections. You can turn on the dynamic sorting on a per-collection basis, ensuring that your best-performing products get the visibility they deserve.
   👉 Grant us access to modify the product sorting within your Shopify collections.
   
   
   
3. Define Collection Setup
   To understand your custom collection setup, please specify the number of products displayed per collection page. This information is necessary to accurately determine the position of your products. In the case of infinite scrolling, please specify the number of products loaded at a time.
   👉 Input the number of products shown per collection page:
   
   
   
   
4. Add Email Address
   Based on your unique parameters, we'll start preparing the custom pixel for you to implement in your Shopify store. This preparation will take up to 24 hours.
   👉 Please enter your email address so we can notify you when it's ready. This step is mandatory to continue the setup process!
   
   
   
   
   
5. Wait for Custom Pixel
   No work for you; we're in the process of preparing your custom pixel.
   
   
   
6. Implement Custom Pixel
   Once your custom pixel is created, you can add it and start the collection tracking. Although this step involves working with code, no dev resources are required, just follow the steps below.
   
   a. Copy the code of your custom pixel:
   
   
   b. Open your Customer Events admin page in Shopify.
   
   
   
   
   c. Click Add custom pixel and name it “RetentionX”
   
   
   
   d. Configure Customer Privacy settings to respect your customers' preferences. We recommend the following setup; the pixel will automatically handle your customer's privacy settings and not send any customer data if consent has not been given.

   
   
   
   e. Paste the code from above into the Code input box and save your changes.
   
   
   f. Click Connect to complete the setup in Shopify.
   
   g. Click Test to open the pixel on your website for testing.
   
   
   
   h. Once you complete the pixel implementation, we'll verify if the custom pixel is embedded in your store. If we're unable to detect the custom pixel, please:

   - Wait a moment, as it might take some time for the first events to fire.

   - Disable any ad blockers and try again.
   

   - Double-check your pixel configuration.
   
   

Multi-Store Setup

If you have activated our Multi-Store Plus add-on, you'll additionally need to select the store you'd like to begin the setup process with. Of course, you can set up the functionality for all of your stores - just one by one.

Data Collection

Once setup is complete, we'll begin a 7-day data collection period to gather enough data to understand measure the performance of your products within collections. Once the learning phase is over (you'll be notified), you can turn on dynamic sorting for your collections.

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