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Build Customer Engagement Scoring System

Build a customer engagement score from live Shopify order/customer data only (recency, frequency, AOV, lifetime spend), saved to a metafield, with segments for each score band.

📋 Prompt
Run in Sidekick
Build a customer engagement scoring system for my Shopify store selling [PRODUCT_TYPE], using only native Shopify order and customer data — no support-ticket or social-media data.

The engagement score should range from [MIN_SCORE] to [MAX_SCORE], calculated from these weighted factors — all pulled from live order/customer data:

Recency (Weight: [RECENCY_WEIGHT]%):

  Days since last order: [RECENCY_SCORING_RULES] (e.g., within 30 days = 100 pts, 31-60 days = 75 pts, 61-90 days = 50 pts, 90+ days = 25 pts)


Frequency (Weight: [FREQUENCY_WEIGHT]%):

  Number of orders placed in the last [FREQUENCY_PERIOD] months


Monetary value (Weight: [MONETARY_WEIGHT]%):

  Average order value compared to store average of $[STORE_AOV]
  Total lifetime spend


Score-based customer segments (create as Shopify customer segments):

  
  
  
  


Store the current score in the customer metafield [METAFIELD_NAMESPACE].[METAFIELD_KEY], and recalculate it when I re-run this prompt (save it as a Sidekick skill to re-run on a schedule, e.g. weekly).

Show me the current score distribution across my customer base, and create each segment listed above so I can target them with campaigns and discounts.

Note: this scoring model uses only recency/frequency/order-value data Sidekick can read from Shopify orders and customers — it does not include support-ticket sentiment, social follows, or third-party loyalty-app point balances, since those live outside the Shopify Admin API.

How to Use

  1. Copy the prompt above
  2. Open Shopify Sidekick in your Shopify admin
  3. Paste the prompt and replace the bracketed placeholders with your details
  4. Review Sidekick's response and apply the suggestions
🚀

Joy Loyalty

Sidekick can tag customers and issue discount codes, but Shopify has no native points ledger. Joy runs the points, tiers, and redemption side.

Install Joy Loyalty — Free →