Implementing the RX Pixel

Implementing tracking is often associated with long setup times, multiple scripts, and the need for developer resources. With RetentionX, this is not the case!

RetentionX uses a single, unified tracking setup that powers both Site Merchandising and Conversion Tracking. The labels below only indicate which functionality each step supports. 

Even if you plan to use only one feature, all setup steps are required. Once the setup is finished, RetentionX automatically starts tracking your events.

The Setup Process: 7 Simple Steps

Implementing RetentionX tracking is straightforward and guided entirely through our setup wizard. No developer resources are required. However, please make sure you have:

• admin access to your Shopify store 

• admin access to your Google Analytics account

If you manage multiple Shopify stores within one RetentionX account, you will be asked to select the store you want to start with. Each store must be set up individually, but the same process applies to all of them. You can complete the setup for additional stores one after another.

Click here to start setting up the RX tracking. 

1. Connect Google Analytics Site Merchandising  

Let’s get started by connecting Google Analytics. To understand how products perform within collections, RetentionX enhances your Google Analytics tracking with additional data points such as product views, clicks, and the relative position of products within a collection. This information is required to evaluate product performance in context and calculate the performance score used for dynamic sorting.

To ensure data is pushed in the format required by RetentionX and to avoid any duplication or interference with your existing GA4 properties, a new GA4 property is automatically created within your Google Analytics account.



To proceed, connect your Google Analytics 4 account and grant all requested permissions shown during the authentication process.


 

2. Authenticate Shopify Site Merchandising  

To enable automatic sorting of your collections, RetentionX needs to authenticate with your Shopify store. This allows RetentionX to inform Shopify about the performance-based product positions within each collection.

Authenticating Shopify does not mean that RetentionX will automatically start sorting your collections. This step simply ensures that all technical prerequisites are in place. Once tracking is live, you can decide on a per-collection basis whether and when dynamic sorting should be enabled, giving you full control.

To continue, click Authenticate and grant the requested access in Shopify.



 

3. Define Collection Setup Site Merchandising  

Next, RetentionX needs to understand how your collection pages are structured. Specifically, we need to know how many products are shown on a collection page before pagination occurs. This information is required to accurately determine each product’s position within a collection. Product position is a key input for evaluating performance in the context of product visibility.

If your collection pages display, for example, 24 products before a shopper moves to the next page, as shown in the example below, enter 24.

4. Add Email Address

Based on your configuration, RetentionX now prepares a custom Shopify pixel for you. This preparation can take up to 24 hours. Please enter your email address so we can notify you as soon as the custom pixel is ready. This step is mandatory to continue with the setup process.



 

5. Wait for Custom Pixel

At this stage, no action is required from your side. We are preparing your custom pixel and will notify you by email once it is ready to be implemented in Shopify.


 

6. DNS Settings RX Identity  

Once you’ve been notified, the next setup step becomes available. To ensure that tracking runs under your own domain in a first party-context, two DNS records must be added to your domain.

If your domain is hosted by Shopify or GoDaddy, you can follow the guides below. If your domain is hosted by a different provider, please add the records directly in that provider’s DNS settings using the values provided in RetentionX.

7. Implement Custom Pixel

Once your CNAME records are validated, RetentionX provides your custom pixel that needs to be add to your Shopify store.

a. Start by copying the custom pixel code provided in RetentionX.


b. Then open the Customer Events section in your Shopify admin.


c. Click Add custom pixel and name it “RetentionX”


d. Before saving, you will be asked to configure the Customer Privacy Settings.

Permission 

The RetentionX pixel is designed to respect your store’s existing consent and privacy configuration. Depending on how permissions are set up in your store, the pixel behaves differently.

Data Sale

Select “Data collected does not qualify as a data sale.” This option clarifies how collected data is handled, particularly under privacy regulations such as the CCPA and CPRA. By selecting this option, you indicate that data collected through the pixel is not sold or shared for commercial gain and is used solely to provide RetentionX services such as analytics, site merchandising, and conversion tracking.
 

e. After configuring privacy settings, paste the pixel code into the code field and save your changes. 


f. Click Connect to complete the setup in Shopify.

g. Click Test to open your storefront and confirm that the pixel is firing as expected.



h. Once you complete the pixel implementation, we’ll verify whether the custom pixel is correctly embedded in your store.

If we’re unable to detect the pixel right away, please:

• wait a moment, as it can take some time for the first events to fire

• disable any ad blockers and try again

• double-check that the pixel code was pasted correctly and saved

And that’s it — your RetentionX tracking is fully set up!

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