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Nadine Zirbes
Founder of RetentionX
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Contents
    RetentionX Shopify Early Access

    Shopify Early Access: A Comprehensive Guide

    Author

    Nadine Jost
    November 12, 2024

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    Did you know that providing your most loyal customers early access to new products or collections is a great way to incentivize them? After identifying your VIP customers in RetentionX, all you need to do is use their customer tags and a little bit of custom code in your Shopify store. Let's see how it works:.

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    Segment VIP Customers

    Start by creating a customer segment that identifies your VIP (for example by LTV) customers. This might look like the following:

    Select this segment to push it to your Shopify account.

    The selected segment will be added as a customer tag to all customers belonging to it.

    Set up a Early Access Template

    Log in to your Shopify admin account and create a new collection template.

    • Navigate to Online Store > Themes
    • Add a new template for collection.
    • Select liquid as template type.
    • Decide on a file name, e.g. "vip".
    • Complete the template creation via Done.
    • The template is automatically filled with some code that can be deleted.
    • We now define rules for this new collection template, which specify that if a customer tag contains "[RX.1015]VIP_Customers", the collection will be shown, if not, the page "No access" should be loaded. You're welcome to use the following code to do so. However, please note that the naming convention for your account may be different.
    {% if customer.tags contains '[RX.1015]VIP_Customers' %}
    {% section 'collection' %}}
    {% else %}}
    {{ pages.no-access.content }}}
    {% endif %}

    After that, save the template.

    Create the Early Access Collection

    Next we need a separate new collection that you want to offer to your VIP customers.

    • Create the new collection as usual.
    • Assign your newly created theme template to this collection. This will apply the rules created in the backend to this new collection. This ensures that only customers who are logged in and tagged with "VIP Customers" get access to this collection.
    • Assign specific products to the the collection page or create a landing page promoting a exclusive new product and provide early access.

    Create the No-Access Page

    The last thing you need to do is to create the "No access" page.

    • Navigate to Online Store > Pages.
    • Add a new page.
    • Decide on a file name, e.g. "no-access".
    • Enter the message you want to display to all buyers who do not have the "VIP Customers" tag (e.g. a login form).
    • Style this page as you like.

    This solution does not require a locksmith or other applications that work with "blocks".

    Now there's only one last task: it's time to inform your VIP customers about your new, exclusive collection. To do this, automatically create an audience in your email marketing platform based on your segment and message your email subscribers!