Best Practice: Using RetentionX Segments in Shopify

RetentionX offers you the powerful ability to understand your customers and segment them based their behavior and characteristics. These segments can be fed back to Shopify with just one click and used as input to customize the shopping experience of your key customers.

How it Works

After connecting your Shopify account to RetentionX, you can decide on a customer segment you'd like to push back to your Shopify account under Customer Segments.

The selected segment will be added as a customer tag to all customers belonging to it.

Best Practices

Now that you have the data, learn how to make the most out of the connection between Shopify and RetentionX. We've put together some best practices for inspiration on how to use the segment information in Shopify. Let's take a look!

1. Give early access to new products

2. Create exclusive discount codes

3. Enrich your entire tech stack

Give early access to new products

Did you know that giving early access to new products or collections is a great way to incentivize your VIP customers? After identifying your VIP customers in RetentionX, all you need to do is use their segment tag and some custom code in Shopify. Let's see how it works:

1. Start by creating a customer segment that identifies your VIP customers. This could look like the following:
   
   
   
   
2. Select this segment to push it to your Shopify account.
3. Login to your Shopify account and create a new collection template.
   • Navigate to Online Store > Themes.
   • Add a new template for collections.
   • Select liquid as template type.
   • Decide on a file name, e.g. "vip".
   • Complete the template creation via Done.
     
     
     
     
   • The template is automatically filled with some code that can be deleted.
   • We now define rules for this template, which specify that if a customer tag contains "[RX.1015]VIP_Customers", the collection will be shown, if not, the page "No access" should be loaded. You're welcome to use the following code to do so. However, please note that the naming convention for your account may be different.
     
     {% if customer.tags contains '[RX.1015]VIP_Customers' %}
     {% section 'collection' %}
     {% else %}
     {{ pages.no-access.content }}
     {% endif %}
     
     
     
     
   • After that, save the template.
4. Next we need a separate collection that you want to offer to your VIP customers.
   • Create the new collection as usual.
   • Assign your newly created theme template to this collection. This will apply the rules created in the backend to this collection. This ensures that only customers who are logged in and tagged with "VIP Customers" get access to this collection.
     
     
     
     
5. The last thing you need to do is to create the "No access" page.
   • Navigate to Online Store > Pages.
   • Add a new page.
   • Decide on a file name, e.g. "no-access".
   • Type the message you want to show to all shoppers who do not have the tag "VIP Customers".
   • Style this page as you like.
6. Now there's only one last task: it's time to inform your VIP customers about your new, exclusive collection. To do this, automatically create an audience in your email marketing platform based on your segment and you're ready to go!

Read our full blog post about early access campaigns for Shopify stores here.

Create exclusive discount codes

Offering discounts can be a powerful weapon in your conversion arsenal to drive customer loyalty. But, used haphazardly, you can do significant damage to your brand or, worse, become unprofitable. Exclusive discount codes for selected customers can prove to be a great solution.

You can set a discount code on Shopify that only applies to customers who are tagged with a particular tag. This way, you can use the same discount code for all these customers.

1. Start by creating a customer segment that identifies all customers you want to offer the discount code, e.g. free shipping, to. This could look like the following:
   
   
   
   
2. Select this segment to push it to your Shopify account.
3. Login to your Shopify account and create a new customer segment in Shopify:
   • Navigate to Customers.
   • Create a segment by applying the following filter; the customer tag must match the filter: customer_tags CONTAINS '[RX] FREE-SHIPPING'
     
     
     
     
   • Save the segment, e.g. under the name FREE-SHIPPING.
4. Next, create a new discount code.
   
   • Navigate to Discounts > Create Discount.
   • Select the discount type, e.g. free shipping.
   • Scroll to Customer eligibility and browse the customer segment you created earlier.
     
     
     
     
   • After that, save the discount.
5. Now you have a shareable link. Copy this link to promote your discount code; the discount will be applied at the checkout page when a customer uses this link. It will only work for customers that are logged in and are tagged with "FREE-SHIPPING".
   
   

Enrich your entire tech stack

Once you have the segment information in your Shopify account, you have unlimited options. In particular, you can share customer tags from Shopify with all your integrations, allowing you to leverage RetentionX segments not only in Shopify, but across your entire tech stack connected to Shopify; of course, this is only necessary in case RetentionX does not offer a direct integration yet.

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