Setting up the RX Identifier

RetentionX combines proprietary and third-party matching methods to achieve a high identity resolution rate. After implementing the RetentionX tracking pixel, conversion tracking begins, but of course, it takes some time to warm up to identify more and more browsing individuals. To accelerate this process, you can set up the Shopify Customer ID as RX Identifier in your Email Service Provider (ESP), allowing RetentionX to immediately recognize customers when they click your email campaigns or flows.

The setup involves two main steps:

1. Push the Shopify ID to your ESP (e.g., Klaviyo)

2. Add a UTM parameter that passes this ID back to RetentionX

Step 1: Push the Shopify ID to your ESP

To get started, make sure that the Customer ID set by Shopify is available in your ESP. If you’re using Klaviyo, you can even set up the sync of Shopify ID to your contact profiles in RetentionX:

1. In your RetentionX account, go to Integrations > Klaviyo.

2. Under Settings, add the "Shopify ID" to the list.

If you're not using Klaviyo, that's no problem at all.  You just need to check whether the Shopify ID is already synced from Shopify or if it can be added as a field in your ESP’s integration settings.

Step 2: Add the UTM Parameter

Once the Customer ID is available in your ESP, you can create a UTM parameter that includes this ID dynamically. This enables RetentionX to match website and campaign activity with the right customer.

• The UTM parameter must be called: rx_id

• The value should dynamically pull the Shopify Customer ID.

For Klaviyo, the setup would be the following:

1. In Klaviyo, go to Account → Settings.

2. Open Other → UTM Tracking.

3. Add a new UTM parameter:

   • Name: rx_id

   • Dynamic Value: External ID ($id) for both campaigns and flows.

And that’s it! After completing both steps, send yourself a test campaign or flow email. Click on any link and confirm that the URL contains your Shopify ID as rx_id=xxxxxxxxxx.

Once active, RetentionX will automatically use the customer ID as additional resolution information, associating these clicks with the respective customer journeys.

Not using RetentionX yet?