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shopify sidekick loyalty retention

Develop Customer Retention Strategy Plan

Build the segments and Flow automations behind a retention plan: at-risk/churned segments, onboarding and win-back Flows, tied to real targets.

đź“‹ Prompt
Run in Sidekick
Build a customer retention program for my Shopify store selling [PRODUCT_TYPE] with an average order value of $[AVERAGE_ORDER_VALUE] and a current repeat purchase rate of [CURRENT_REPEAT_RATE]%. My target is to increase the repeat purchase rate to [TARGET_REPEAT_RATE]% within [TIMEFRAME] months.

Instead of a planning document, build these real objects for each retention stage:


  
    Post-First-Purchase — create a customer segment “New Customers” (first order within [FIRST_WINDOW] days) and build a Shopify Flow triggered on “Order fulfilled” that sends an onboarding sequence of [NUMBER_OF_EMAILS] emails, including a first-reorder incentive of [FIRST_REORDER_OFFER] and a review request at day [REVIEW_REQUEST_DAY].
  
  
    Active Customer Maintenance — create a customer segment “Repeat Buyers” (2+ orders) and draft a Shopify Email campaign with personalized product recommendations based on [RECOMMENDATION_BASIS], targeted at that segment.
  
  
    At-Risk Customers — create a customer segment “At Risk” filtered on last order date over [AT_RISK_DAYS] days ago, create a win-back discount code worth [WINBACK_OFFER_VALUE], then build a Flow that sends the offer to that segment.
  
  
    Churned Customers — create a customer segment “Churned” filtered on last order date over [CHURNED_DAYS] days ago, and build a Flow that sends a final campaign with [FINAL_OFFER] then applies a suppression tag after [MAX_ATTEMPTS] failed attempts.
  


For each stage, build the segment/Flow/discount first, then draft the copy referencing the real object created. Include a 90-day rollout order prioritized by expected impact and effort level. The brand tone throughout should be [BRAND_TONE].

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
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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.

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