Guides
Retention guides for Shopify stores
How to find your best customers, keep them, and win back the ones drifting away. Written in plain English, with formulas you can use today.
RFM analysis for Shopify stores: a plain-English guide
What RFM analysis is, how to score your Shopify customers on recency, frequency and monetary value, and how to turn the scores into groups you can act on.
0212 customer segments every Shopify store should know
The 12 RFM customer segments, from Best Customers to Gone, what each one means for your Shopify store, and the one thing to do for each.
03Win-back emails for Shopify: when to send them and what to say
How to time win-back emails to your store's reorder cycle, who to send them to first, three example emails, and how to measure whether they worked.
04When is a customer lost? How to pick a churn window for your store
Why '90 days' is the wrong churn rule for most Shopify stores, how to measure your own reorder gap, and how to set drifting and at-risk thresholds that fit.
05Repeat purchase rate: how to calculate it for your Shopify store
The repeat purchase rate formula, the mistakes that make it wrong, how to calculate it from a Shopify orders export, and practical ways to raise it.
06Customer lifetime value for Shopify: a simple way to estimate it
A practical customer lifetime value formula for Shopify stores, worked examples, the common mistakes, and how to use CLV to decide what to spend on ads and retention.
07Sending Shopify customer groups to Klaviyo or Mailchimp
How to get RFM customer groups like Best Customers and At Risk from Shopify into Klaviyo or Mailchimp, how tags and consent work, and campaign ideas for each group.
08How to export your Shopify orders to CSV (and what the columns mean)
Step-by-step: export orders from Shopify admin as CSV, understand the columns that matter for customer analysis, and avoid the one-row-per-line-item trap.