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RiseIQ for Shopify — Merchant Guide
 

Everything you need to install, activate, and get value from RiseIQ — no support ticket required.

What RiseIQ Does

RiseIQ reads your Shopify order and customer history and runs it through AI models to tell you:

  • Which customers are likely to churn (and how confident that prediction is)

  • What each customer is worth over the next 12 months (CLTV — Customer Lifetime Value)

  • When a customer is due to reorder, and what they're likely to reorder

  • What products go well together, so you can recommend the right add-on at the right moment

It then does two things with those predictions:

  1. Shows them to you, in the app, as dashboards and downloadable customer lists.

  2. Shows the right recommendation to your shoppers, automatically, on your storefront (product pages, cart, home page) — no manual merchandising required.

1. Installing RiseIQ

  1. Install RiseIQ from the Shopify App Store like any other app. You'll be taken through Shopify's standard permission-approval screen — approve it to continue.

  2. You'll land directly in the app, on the Basic Insights tab.

  3. RiseIQ starts its first analysis automatically right after install — Basic Insights shows the progress bar straight away, step by step.

    • How long it takes depends on your store's size and order history — larger stores take longer. You don't need to keep the tab open — you'll get an email when it's done, and the other tabs unlock automatically.

    • RiseIQ needs real order history to produce reliable predictions. Year-over-year charts (Price · Volume · Mix, Customer Shifting Analysis) need at least ~25 months of order history to be fully reliable — if your store is newer than that, you'll see a note explaining that those two charts should be treated as directional, not final, until you have more history.

You're free to use the app during your trial before deciding to subscribe — see Billing below for how the trial works.

2. Basic Insights — Your Dashboard

​This is the home tab. It's organized top to bottom:

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KPI

Four headline numbers, each showing the current rolling-365-day (L365) value and how it's changed versus the prior 365-day period:

  • Active Customers (L365)

  • Revenue (L365)

  • Orders (L365)

  • Avg Order Value

"L365" means "last 365 days," a rolling window that always ends today — not a fixed calendar year.

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80/20 Rule card

Shows what share of your customers are driving ~80% of your L365 revenue, with a Download List button to export that exact customer list as a CSV — useful for a "VIP" email segment or a loyalty program.

​

Price · Volume · Mix Analysis

Two side-by-side waterfall charts comparing your last 365 days (L365) to the prior 365 days (Prev L365):

  • Revenue Bridge — PVM: breaks your revenue change down into how much came from price changes vs. order volume changes vs. everything else (mix shifts, discounts).

  • Customer Shifting Analysis: breaks the same revenue change down by customer — how much came from customers you gained, lost, or kept.

If your order history is under ~25 months, you'll see a small warning banner above these charts explaining that the year-over-year comparison is based on a partial prior period and will look more favorable than a true 2-year comparison until more history accumulates. This isn't a bug — it's flagging real data-completeness, and it goes away on its own as your store accumulates more history.

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Customer Intelligence

  • Churn Risk Segments — customers bucketed into High (>70% probability of churning), Medium (50–70%), and Low (<50%) risk. Click a segment to see the actual customer list.

  • CLTV Segments — customers bucketed by their predicted annual forecasted lifetime value.

​

​Recommendation Details

Three tabs, each with a search box and a Copy Query & Open Segments (or Copy & Open Shopify Segments) button on individual rows — this copies a ready-made saved-search query to your clipboard and opens Shopify's own native Segments editor, so you can turn any of these into a real marketing audience (for Shopify Email, Klaviyo, or any tool that reads Shopify segments) in two clicks:

  • Upsell / Cross-sell — customer × recommended product, with a Purchase Score (a rating; anything above 3 is a strong suggestion) and estimated price.

  • Reorder Recs — customers who are due or overdue to reorder something they've bought before, with a score and status.

  • FBT Combos — "frequently bought together" product pairings.

​

3. Activation — Turning On Storefront Widgets

RiseIQ ships five storefront widgets as a Theme App Extension — pre-built and already deployed; RiseIQ never edits your theme automatically. On the Activation tab, click Add to theme next to a widget: the theme editor opens on the right page with the block already added — position it and click Save, and the row then shows Added ✓. The fifth widget, the Win-Back Discount Banner (product pages), shows a customer's active win-back offer. Where each widget goes, and how to add it:

Widget
Where it shows
How to add it
Frequently Bought Together
Product pages
Activation tab → Add to theme → Save (by hand: Customize → Products → Add section → Apps → FBT — Product Page)
Win-Back Discount Banner
Product pages
Activation tab → Add to theme → Save (by hand: Customize → Products → Add section → Apps → Win-Back Discount Banner)
Suggested Adds
Cart page
Activation tab → Add to theme → Save (by hand: Customize → Cart → Add section → Apps → Suggested Adds (Cart))
Customers Like You Buy…
Home page
Activation tab → Add to theme → Save (by hand: Customize → Home page → Add section → Apps → Customers Like You)
Time to Restock
Home page
Activation tab → Add to theme → Save (by hand: Customize → Home page → Add section → Apps → Time to Restock)

Important — this is expected, not a bug: the two home-page widgets (Customers Like You, Time to Restock) and the personalized parts of Frequently Bought Together only show real content to a signed-in customer who already has RiseIQ recommendation data. Guests see a short Sign in card instead; signed-in customers RiseIQ doesn't have enough purchase history for yet see nothing (or a placeholder, if you turn that setting on) — that's intentional, not broken. In the theme editor every block shows a preview so you can place it. To test what a real personalized experience looks like, place a test order under a real customer account, wait for the next pipeline run, then view the storefront signed in as that customer.

 

Each widget block has its own settings in the Theme Customizer (heading text, accent color, corner radius, the sign-in prompt for guests, and an optional placeholder when there's nothing to show) — the accent color defaults to match common brand palettes, but you should update it to your own brand color for a native look.

4. Marketing — Klaviyo, Win-Back & Protect Margin
 

Connect Klaviyo: on the Marketing tab click Connect Klaviyo, sign in to your Klaviyo account in the new tab and click Approve — no API key needed. Klaviyo may show a "not reviewed" notice because RiseIQ isn't in its app directory yet; approve to continue. If you also sell to B2B companies, choose whether retail and B2B share one Klaviyo account or use separate ones.

 

Step 1 · Sync now sends RiseIQ's lists (only customers subscribed to email marketing in Shopify), riseiq_* profile properties and events such as Reorder Due and Upsell Ready. Step 2 · Create flows builds ready-made flows in Klaviyo as drafts — they show "Draft · not sending" until you review them and set them live in Klaviyo.

 

Protect margin (on by default) keeps your high-value customers out of discount offers.

 

Win-back offers (Retail view): automatically discounts the products overdue customers are predicted to reorder, sized from each product's cost — or a fallback margin % you set when costs aren't filled in. Turn it on once (Shopify asks for permission to create discounts); the card then shows the live discounts and See who has an offer. Customers see their offer on the Win-Back Discount Banner and it applies automatically at checkout. B2B win-back (B2B view): a personal, time-limited code for each at-risk B2B company, emailed to its buyers through Klaviyo.

 

5. Chat With RiseIQ data using Shopify Sidekick!

Simply use Shopify's Sidekick to ask any questions related to risk/churn, customer life time value, upsell-cross sell and buy again targets:

    • "Who are my top 10 customers by revenue?"

    • "Which customers are at high churn risk?"

    • "What products have the highest reorder rate?"

    • "Show customers who haven't ordered in 90+ days"

    • "What is my average CLTV by risk group?"

    • "Which customers are overdue for reorder?"

Note: Sidekick may require you to approve for its agent to search RiseIQ intelligence

6. Value Tracker — Proving ROI

The Value Tracker tab shows, side by side, a Baseline (locked automatically the very first time your pipeline ran, and never overwritten) versus Now (recomputed live) for six metrics: Avg Order Value, Order Cycle Time, Avg Churn Risk, Median Customer LTV, SKUs per Order, and SKUs per Customer.

 

This is designed to answer "is RiseIQ actually working?" honestly — on a brand-new install, expect to see 0% change across the board, since baseline and now are the same snapshot on day one. Real movement shows up over weeks/months as your storefront widgets and marketing segments start influencing real purchase behavior. There's nothing to configure here — just come back periodically to check progress.

7. Billing & Support

  • 30-day free trial, no charge until it ends.

  • $199/month after the trial, billed through Shopify's own billing system (the same billing you already trust for your Shopify subscription itself) — RiseIQ never collects or stores payment details directly.

  • Manage everything in the app under Support → Billing & Plan: Manage plan opens Shopify's plan page to choose or change your plan; Cancel subscription cancels through Shopify (a trial ends right away, a paid plan at the end of the period — Keep subscription undoes it); with no plan, Subscribe opens Shopify's plan page.

  • Uninstalling ends your subscription and switches off win-back offers; if you reinstall, you choose a plan again on Shopify's plan page.

  • If you have any questions reach out to us by navigating to Support and providing the relevant details if required

FAQ / Troubleshooting

  • I ran the pipeline but Basic Insights still looks empty / has zero customers. Check that your store actually has completed orders — RiseIQ reads real order history, and a brand-new store with no orders yet has nothing to analyze. Basic Insights shows the run's progress; if the progress bar stops moving or reports an error, contact support (below).

  • I added a widget in Theme Customizer but don't see it on my storefront. Confirm you clicked Save in the Theme Customizer (adding a block/section without publishing doesn't go live). Also double check you're testing the widgets that require sign-in (Customers Like You, Time to Restock) while genuinely logged in as a real customer — logged-out visitors see a Sign in card, not the personalized one.

  • The Frequently Bought Together widget shows up on some products but not others. This is expected — FBT recommendations only exist for product/variant combinations with real historical co-purchase data. A brand-new product, or one nobody's bought alongside anything else yet, won't have a pairing until more orders accumulate.

  • My Price · Volume · Mix charts say "R365" or feel off. If you ever see this, it's a display bug — please contact support with a screenshot; it should always read "L365."

  • Do I need to re-run the pipeline manually going forward? No — RiseIQ refreshes automatically on a nightly schedule once your first run completes. Manually running it again is only needed if you want to force an immediate refresh after a big data change (e.g. right after importing historical orders).

  • Where do I get help beyond this guide? Use the Support tab inside the app, or email hello@fundas.ai.

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