Getting started.

About two minutes. Install Retrics from the Shopify App Store and pick the store to connect. Shopify shows a standard OAuth screen listing exactly what Retrics can access.

The base analytics connection requests read access to orders, customers, and products; approved stores may separately grant read_all_orders for older history. Only if you explicitly enable Shopify loyalty rewards does a separate authorization add write_discounts, used solely to create requested discount codes. Retrics does not write orders, themes, or checkout, never touches payment credentials, and never messages a customer without your action.

Customer email, name, phone, and coarse location may be stored for profiles and search, approved sends, and exports. An irreversible email hash supports suppression, audience, and cross-channel matching; retention math uses internal customer and order IDs.

Approve the scopes and you land in your workspace. Nothing installs on your storefront. No theme code to edit.

A few minutes for most stores; longer for large histories. As soon as you connect, Retrics imports the order, customer, and product history Shopify grants. With approved read_all_orders, that can include older order history; without it, Shopify limits the initial order window and Retrics labels coverage accordingly. This is the one part of onboarding that is not instant — the analytics are built on imported records, not fabricated history.

You can close the tab and come back. When the import finishes, every screen fills with your own numbers. From then on Retrics keeps itself current in the background as new orders arrive.

Automatic, right after the sync. With your history loaded, Retrics computes the foundations: customer lifecycles (new, repeat, at-risk, lapsed, won-back), purchase cohorts by first-order month, and a health read on repeat rate, retention, and revenue concentration.

It then scores each customer's lapse probability against your store's own patterns and surfaces the first opportunities — specific, ranked places where retention is leaking or a segment is worth re-engaging. Nothing is a guess pulled from another store; every number derives from your data.

Your daily starting point. Home opens on the Morning Brief: a short, plain-language digest of what changed since yesterday. It flags cohorts drifting off pace, customers crossing into at-risk, health metrics moving, and the opportunities worth your attention today.

The Brief is built to be read in under a minute and to point at the one or two things that matter, not a wall of dashboards. Everything it mentions links straight to the detail behind it.

You stay in control of every send.Open an opportunity and Retrics shows the reasoning: which customers qualify, why they were selected, the segment's size, and the retention math behind the estimate. On open, the audience freezes — a snapshot is taken so the list you review is exactly the list you act on, unaffected by later syncs.

Review the members, adjust if you want, then approve. Approval is yours. It freezes the audience and authorises the export — it does not contact anyone, and it does not start a send, because Retrics does not deliver customer messages in this release.

Sending from Retrics is unavailable in this release. Retrics does not contact your customers: direct email, SMS, WhatsApp, scheduled delivery and the Klaviyo audience handoff are all switched off, and there is no plan, setting, connection or onboarding step that turns them on. Everything up to the send is live — the audience freezes, the global control is carved and never messaged, and the campaign-safe CSV export is available on every audience, on every plan.

Export the campaign-safe CSV and send it from your existing platform. The file is the frozen audience with your global control already dropped and unsubscribed or bounced addresses excluded, in a shape Klaviyo, Mailchimp, Attentive or anything else that imports a list will accept. This is the path for every brand on every plan.

The four channels below are built into the product and unavailable in this release:

• Email from Retrics — unavailable. When it is not, it needs Scale and above plus a sending domain you have verified in Settings → Sending; verifying a domain opens email, and only email.
• SMS from Retrics — unavailable. It rides a carrier connection Retrics operates, not a switch you flip. Only customers with a phone number and a subscribed SMS marketing consent in Shopify would ever be texted.
• WhatsApp from Retrics — unavailable. It would run on your own WhatsApp Business account: your number and your approved message template. Same phone-and-consent floor as SMS.
• Klaviyo handoff — unavailable in this release. It is the only native ESP handoff Retrics has; every other platform is served by the campaign-safe CSV, which works today.
• Scheduled delivery — unavailable. A campaign cannot be scheduled, because nothing would fire it.

Each channel is set out in full in Integrations & data.

Honest measurement, held to a holdout. After a campaign runs, the recovered-revenue ledger tracks what came back. For intervention audiences — overdue and win-back sends — Retrics carves a holdout and never messages it, so what gets compared is the customers you reached against the customers who would have returned on their own, not gross returns credited to the send.

The recovered-revenue figure is withheld today. The holdout is still carved and never messaged on every eligible send, so the evidence accumulates — but the comparison is being rebuilt to count only the customers a message actually reached, and Retrics won’t publish a dollar measured over anything looser.

So the ledger shows you the sends, the frozen audience behind each one, the holdout kept out of it, and the methodology — and it stays silent on the dollar figure until the comparison is sound. Predictions and estimates are statistical instruments, not guarantees; the ledger is where they get checked against reality.

Write to support@retrics.ai. A person reads it and answers. If you want a hand reading your first opportunities, say so — we will walk through them with you.