Convicy Revenue Intelligence Documentation

๐Ÿงช Beta Version

You're using the beta version of Convicy. Some features are still in development, and we appreciate your feedback as we build the future of revenue intelligence.

Welcome to Convicy Revenue Intelligence! This comprehensive guide will help you get the most out of our platform to optimize your Shopify store's performance and boost revenue by 15-25%.

What is Convicy?

Convicy is a revenue intelligence platform designed specifically for Shopify stores. We help you:

  • Track customer behavior throughout their entire journey
  • Identify optimization opportunities with detailed analytics
  • Increase order value with personalized post-purchase offers
  • Improve ad performance with server-side conversion tracking
  • Make data-driven decisions with actionable insights

How It Works

๐Ÿ“Š Shopify Interface

Monitor key metrics, toggle event tracking, and access essential insights directly within your Shopify admin.

๐ŸŽฏ External Dashboard

Access advanced analytics, create post-purchase offers, and configure detailed settings in your dedicated dashboard.

Quick Start Guide

Step 1: Install the App

Install Convicy from the Shopify App Store and follow the setup wizard.

Step 2: Complete Setup

Create your external account and configure basic store settings.

Step 3: Enable Event Tracking

Choose which customer events to track for analytics and optimization.

Step 4: Create Your First Offer

Set up personalized post-purchase offers to increase order value.

Step 5: Monitor & Optimize

Review analytics and optimize based on customer behavior insights.

๐Ÿ’ก Pro Tip

Start with basic event tracking and one simple post-purchase offer. You can always expand your strategy as you become more familiar with the platform.

Installation

Installing from Shopify App Store

1. Visit the App Store

Go to the Shopify App Store and search for "Convicy Revenue Intelligence" or click the direct installation link provided in your beta invitation.

2. Review Permissions

Convicy requires the following permissions to function properly:

  • Read orders: To analyze purchase patterns and create recommendations
  • Read customers: To track customer behavior and personalize offers
  • Read products: To suggest relevant post-purchase items
  • Read analytics: To provide comprehensive insights
  • Modify checkout: To display post-purchase offers
3. Confirm Installation

Click "Install app" to add Convicy to your Shopify store. You'll be redirected to the setup wizard automatically.

โš ๏ธ Important Notes
  • Make sure you're logged in as the store owner or have app installation permissions
  • The installation process may take 1-2 minutes to complete
  • Don't close your browser during installation

Post-Installation

After successful installation, you'll see:

  • Convicy Revenue Intelligence in your Apps section
  • A setup wizard prompting you to complete configuration
  • Webhook endpoints automatically configured
โœ… Installation Complete

Once installed, proceed to the Initial Setup section to configure your account and start tracking customer behavior.

Initial Setup

The setup wizard will guide you through configuring Convicy for your store. This process takes about 3-5 minutes.

Setup Wizard Steps

Step 1: Launch Setup Wizard

After installation, you'll see a setup checklist in your Shopify admin. Each incomplete step has a button to guide you through the process.

Step 2: Create External Account

Click "Create Account" to be redirected to app.convicy.com where you'll:

  • Verify your email address
  • Set up your account password
  • Confirm store connection
Step 3: Configure Store Settings

Complete your store profile with optional information:

  • Timezone: For accurate reporting (auto-detected)
  • Currency: Primary store currency (auto-detected)
  • Industry: Helps with benchmark comparisons
  • Store Size: Enables relevant feature recommendations
Step 4: Choose Event Tracking

Select which customer events to track:

  • Page Views: Track visitor browsing behavior
  • Add to Cart: Monitor shopping intent
  • Checkout Started: Identify abandonment points
  • Purchase Completed: Track successful conversions
  • Custom Events: Track specific actions important to your store
Step 5: Test Integration

The wizard will automatically test the connection between Shopify and our servers to ensure data is flowing correctly.

Optional Configuration

๐ŸŽฏ Conversion Tracking Setup

If you run Google Ads or Meta campaigns, you can configure server-side conversion tracking:

  • Add your Google Ads conversion ID
  • Connect your Meta Pixel
  • Configure conversion events
๐Ÿ’ฐ Post-Purchase Offers

Create your first offer during setup or skip and set up later:

  • Choose offer type (product recommendations, discounts)
  • Set targeting rules
  • Configure display settings
โš ๏ธ Setup Troubleshooting

If you encounter issues during setup:

  • Ensure you have stable internet connection
  • Clear browser cache and try again
  • Disable browser extensions that might block pop-ups
  • Contact support if problems persist
๐ŸŽ‰ Setup Complete!

Once setup is finished, you'll start seeing data within 30 minutes. Your first analytics will appear in both the Shopify interface and external dashboard.

Using the Shopify Interface

The Shopify interface provides quick access to essential metrics and controls without leaving your admin panel.

Main Analytics Dashboard

๐Ÿ“ˆ Key Performance Indicators

Conversion Rate Comparison: Current period vs. previous period with percentage change indicator

Total Conversion Value: Revenue generated in the selected time period

New vs. Returning Users: Breakdown of customer types and their conversion rates

โšก Real-Time Monitoring

Events in Last 30 Minutes: Live chart showing recent customer activity

Conversions in Last 24 Hours: Recent purchase activity and trends

System Status: Indicator showing if tracking is active and functioning

๐ŸŽฏ Post-Purchase Offer Performance

Offers Viewed: Number of customers who saw post-purchase offers

Offers Taken: Number of customers who accepted offers

Uptake Percentage: Conversion rate of offers (typically 15-25%)

Event Tracking Controls

Managing Event Tracking

Toggle individual event types on/off based on your analysis needs:

  • Page View Tracking: Monitor visitor browsing patterns
  • Add to Cart Events: Track shopping intent and cart abandonment
  • Checkout Events: Analyze checkout process and dropout points
  • Purchase Events: Track successful conversions (always recommended)
โš ๏ธ Event Tracking Best Practices
  • Keep Purchase tracking enabled for accurate revenue reporting
  • Enable Add to Cart tracking to identify abandonment opportunities
  • Page View tracking provides insights but may increase data volume
  • Changes to event tracking take 5-10 minutes to take effect

Pricing and Subscription

๐Ÿ’ณ Beta Program Pricing

Current Status: Free unlimited access during beta period (3-6 months)

Subscription Management: View current plan status and beta benefits

Future Pricing: Preview upcoming paid plans and grandfathered pricing

Quick Actions

Access External Dashboard

Click "Manage App" to open your advanced dashboard in a new tab. This provides access to detailed analytics, offer creation, and configuration options.

Export Data

Use the export function to download your analytics data for external analysis or reporting.

๐Ÿ’ก Shopify Interface Tips
  • Check the dashboard daily to monitor key metrics
  • Use real-time charts to spot immediate trends
  • Toggle event tracking based on current optimization focus
  • Access external dashboard for detailed configuration

External Dashboard (app.convicy.com)

The external dashboard provides advanced features, detailed analytics, and comprehensive configuration options that require more screen space than the Shopify interface allows.

Accessing the Dashboard

From Shopify

Click the "Manage App" button in your Shopify admin to open the dashboard in a new tab. You'll be automatically logged in.

Direct Access

Visit app.convicy.com and log in with your account credentials created during setup.

Dashboard Overview

๐Ÿ“Š Advanced Analytics

Detailed Funnel Analysis: Visual representation of customer journey with dropout identification

Top 3 Dropout Pages: Specific pages causing the most revenue loss with percentages

Customer Behavior Insights: Deep analysis of shopping patterns and preferences

Performance Trends: Historical data with customizable date ranges

๐ŸŽฏ Offer Management

Create New Offers: Design personalized post-purchase recommendations

Offer Templates: Pre-built templates for common offer types

Product Targeting: Attach offers to specific products or all products

Performance Tracking: Monitor offer conversion rates and revenue impact

๐Ÿš€ Conversion Tracking

Google Ads Integration: Server-side conversion tracking with click ID matching

Meta Ads Integration: Facebook and Instagram conversion optimization

Attribution Analysis: Understand which campaigns drive the highest value customers

ROAS Optimization: Data to improve return on ad spend

Creating Post-Purchase Offers

1. Choose Offer Type

Select from available offer types:

  • Product Recommendations: AI-suggested complementary items
  • Discount Offers: Percentage or fixed amount discounts
  • Bundle Deals: Multiple products at reduced prices
  • Loyalty Rewards: Points or credits for future purchases
2. Configure Targeting

Define when and to whom the offer appears:

  • Product Triggers: Show offers after purchasing specific products
  • Order Value Rules: Target customers based on purchase amount
  • Customer Segments: New vs. returning customer targeting
  • Timing Settings: How long after purchase to show offer
3. Design and Content

Customize the offer appearance and messaging:

  • Offer Title: Compelling headline for the offer
  • Description: Clear value proposition
  • Visual Elements: Product images and layout
  • Call-to-Action: Button text and styling
4. Test and Launch

Preview the offer, test with sample orders, and activate when ready. Monitor performance and optimize based on conversion data.

Settings and Configuration

โš™๏ธ App Settings

Timezone Configuration: Ensure accurate reporting across time zones

Currency Settings: Primary and secondary currency handling

Event Selection: Choose which customer events to track

Data Retention: Configure how long to store analytics data

โš ๏ธ Dashboard Best Practices
  • Regularly review offer performance and optimize low-converting offers
  • Use funnel analysis to identify the biggest optimization opportunities
  • Test different offer types to find what works best for your customers
  • Keep conversion tracking updated when launching new ad campaigns
๐ŸŽฏ Power User Tips
  • Create seasonal offers that align with your marketing calendar
  • Use customer behavior insights to inform product development
  • Segment offers based on customer purchase history for higher conversion
  • Monitor real-time data during sales events for immediate optimization

Troubleshooting

Common issues and solutions to help you get the most out of Convicy.

Installation & Setup Issues

Setup wizard not appearing

Symptoms: App installed but no setup prompts visible

Solutions:

  • Wait 2-3 minutes after installation for initialization
  • Refresh your Shopify admin page
  • Check that you have admin permissions
  • Clear browser cache and cookies
Cannot create external account

Symptoms: Error when clicking "Create Account" button

Solutions:

  • Disable popup blockers for app.convicy.com
  • Try opening app.convicy.com directly in a new tab
  • Ensure email address matches your Shopify store contact
  • Check internet connection stability

Data & Analytics Issues

No data appearing in analytics

Symptoms: Dashboard shows zero events or conversions

Solutions:

  • Wait 30-60 minutes after setup for initial data collection
  • Verify event tracking is enabled in settings
  • Test with a sample order on your store
  • Check that webhooks are properly configured
  • Ensure your store has recent customer activity
Conversion tracking not working

Symptoms: Google Ads or Meta not receiving conversion data

Solutions:

  • Verify conversion IDs are correctly entered
  • Check that conversion events are enabled
  • Allow 24-48 hours for data to appear in ad platforms
  • Ensure ad campaigns have recent click activity
  • Test with a purchase that came from ads

Post-Purchase Offer Issues

Offers not showing to customers

Symptoms: Created offers but customers don't see them

Solutions:

  • Confirm offer is activated and not in draft mode
  • Check targeting rules aren't too restrictive
  • Verify products in offer are available and in stock
  • Test with orders that meet the targeting criteria
  • Ensure offer display timing is appropriate
Low offer conversion rates

Symptoms: Offers showing but customers not accepting

Solutions:

  • Review offer value proposition and pricing
  • Test different product recommendations
  • Improve offer design and call-to-action
  • Adjust targeting to more relevant customers
  • A/B test different offer types

Performance Issues

Dashboard loading slowly

Symptoms: External dashboard takes long to load

Solutions:

  • Clear browser cache and cookies
  • Try a different browser or incognito mode
  • Check internet connection speed
  • Reduce date range for large data queries
  • Close unnecessary browser tabs

Getting Help

๐Ÿ†˜ When to Contact Support

Contact our support team if:

  • Issues persist after trying troubleshooting steps
  • You encounter error messages or bugs
  • Data appears incorrect or inconsistent
  • You need help with advanced configuration
  • You have questions about beta features
Support Information to Include

When contacting support, please provide:

  • Your Shopify store URL
  • Description of the issue and when it started
  • Steps you've already tried
  • Screenshots or error messages (if applicable)
  • Browser and device information

Frequently Asked Questions

General Questions

What is the beta program?

The beta program gives you free access to Convicy for 3-6 months while we perfect the platform. You'll get early access to new features, the ability to influence development, and grandfathered pricing when we launch paid plans.

How much does Convicy cost after beta?

We haven't finalized pricing yet, but beta users will receive special grandfathered rates. You'll get 30 days advance notice before any billing begins, with full details on pricing tiers and features.

Can I cancel anytime during beta?

Yes, you can uninstall the app at any time during the beta period. Your data will be deleted or anonymized according to our privacy policy, and there are no cancellation fees.

Technical Questions

How does Convicy track customer behavior?

We use Shopify's webhook system and tracking pixels to monitor customer events like page views, cart additions, and purchases. All tracking is GDPR compliant and respects customer privacy preferences.

Does Convicy slow down my store?

No, Convicy is designed for minimal performance impact. Our tracking scripts are lightweight and load asynchronously. Post-purchase offers appear after checkout completion, so they don't affect your store's speed.

Is my data secure?

Yes, we use enterprise-grade security including data encryption, secure hosting, and regular security audits. We never sell your data and follow strict privacy policies outlined in our privacy policy.

Feature Questions

How do AI recommendations work?

Our system analyzes customer purchase history, browsing behavior, and product relationships to suggest relevant items. The recommendations improve over time as we collect more data about your customers' preferences.

Can I customize post-purchase offers?

Yes, you have full control over offer design, targeting, timing, and content. You can create different offers for different customer segments, products, or order values.

What ad platforms do you integrate with?

Currently we support Google Ads and Meta (Facebook/Instagram). TikTok, X (Twitter), and Snapchat integrations are coming soon during the beta period.

Results & Performance

How quickly will I see results?

Most stores see their first post-purchase offer conversions within 24-48 hours. Analytics insights become more valuable after 1-2 weeks of data collection. Full optimization typically shows results within 30 days.

What's a typical revenue increase?

Based on beta testing, most stores see 15-25% increase in revenue from post-purchase offers. Results vary by industry, average order value, and customer behavior patterns.

How do I know if Convicy is working?

Check your Shopify analytics dashboard for real-time event tracking, monitor post-purchase offer conversion rates, and review your external dashboard for detailed performance metrics.

Beta & Support

How do I provide feedback?

Email us at feedback@convicy.com with suggestions, feature requests, or bug reports. We actively use beta user feedback to improve the platform.

What happens to my data after beta?

Your data remains yours throughout and after the beta period. You can export it at any time, and if you choose not to continue with paid plans, we'll delete or anonymize it according to your preferences.

How do I get support during beta?

Email support@convicy.com for technical help, feature questions, or troubleshooting. Beta users receive priority support with typically 24-48 hour response times.

Contact Support

Our support team is here to help you succeed with Convicy. As a beta user, you receive priority support and direct access to our development team.

๐Ÿ› ๏ธ Technical Support

Email: support@convicy.com

Response Time: 24-48 hours

Best For:

  • Installation and setup issues
  • Technical troubleshooting
  • Data and analytics questions
  • Integration problems
๐Ÿ’ก Feature Feedback

Email: feedback@convicy.com

Response Time: 1-3 business days

Best For:

  • Feature requests and suggestions
  • Bug reports and issues
  • User experience feedback
  • Beta program questions
๐Ÿ“ˆ Strategy Consultation

Email: strategy@convicy.com

Response Time: 2-5 business days

Best For:

  • Optimization strategy advice
  • Post-purchase offer guidance
  • Analytics interpretation
  • Best practices consultation
๐Ÿค General Inquiries

Email: hello@convicy.com

Response Time: 1-2 business days

Best For:

  • General questions about Convicy
  • Partnership opportunities
  • Media and press inquiries
  • Account and billing questions

Before Contacting Support

Check Our Documentation

Review this documentation, especially the troubleshooting section, as many common issues have quick solutions you can implement immediately.

Gather Information

To help us assist you faster, please include:

  • Your Shopify store URL
  • Detailed description of the issue
  • Steps you've already tried
  • Screenshots or error messages
  • Browser and device information
Check System Status

Visit our status page (linked in your dashboard) to see if there are any known issues affecting the platform.

Beta User Benefits

๐ŸŒŸ Priority Support Features
  • Faster Response Times: Beta users get priority in our support queue
  • Direct Developer Access: Complex issues can be escalated to our development team
  • Feature Influence: Your feedback directly impacts our product roadmap
  • Early Access: Get preview access to new features before general release
  • Community Access: Join our beta user community for peer support and insights
โš ๏ธ Emergency Support

For urgent issues affecting your store's revenue (like broken post-purchase offers during high-traffic periods), mark your email as "URGENT" and include your phone number. We'll prioritize these requests and may call you directly.

๐Ÿ“š Additional Resources

Video Tutorials: Coming soon - step-by-step video guides for common tasks

Webinars: Monthly beta user webinars covering advanced features and optimization strategies

Case Studies: Real examples from successful beta users and their results

Best Practices Guide: Detailed optimization strategies for different store types and industries

Beta Features & Roadmap

๐Ÿšง Development in Progress

These features are currently in development or early testing. Some may have limited functionality or may change based on user feedback.

Currently Available (Beta)

โœ… Core Analytics Platform

Status: Fully functional

Features: Customer journey tracking, conversion analysis, real-time monitoring

Known Issues: Large data sets may load slowly; working on optimization

โœ… Post-Purchase Offers

Status: Fully functional

Features: Personalized recommendations, offer customization, conversion tracking

Known Issues: AI recommendations improve with more data; initial suggestions may be generic

โœ… Google Ads & Meta Integration

Status: Fully functional

Features: Server-side conversion tracking, click ID matching, ROAS optimization

Known Issues: Initial data sync can take 24-48 hours

Coming Soon (Q3 2025)

๐Ÿ”„ Deep Product Analysis

Status: In development

Features: Product performance insights, positioning recommendations, inventory optimization

Expected: August 2025

Beta Access: Early testing available for select users

๐Ÿ”„ Cart Experience Optimization

Status: Design phase

Features: Cart abandonment analysis, checkout optimization recommendations, A/B testing

Expected: September 2025

Beta Access: Will be available to all beta users first

๐Ÿ”„ Enhanced AI Recommendations

Status: Algorithm development

Features: More sophisticated product suggestions, seasonal recommendations, cross-selling optimization

Expected: October 2025

Beta Access: Gradual rollout to beta users for testing

Coming Later (Q4 2025)

๐Ÿ“ฑ TikTok Integration

Status: API integration planning

Features: TikTok Ads conversion tracking, attribution analysis

Expected: November 2025

๐Ÿฆ X (Twitter) Integration

Status: API integration planning

Features: X Ads conversion tracking, social commerce insights

Expected: December 2025

๐Ÿ‘ป Snapchat Integration

Status: Planning phase

Features: Snapchat Ads conversion tracking, youth demographic insights

Expected: Q1 2026

Future Vision (2026+)

๐Ÿ”ฎ Advanced Store Optimization

Concept: AI-powered store design recommendations, automated A/B testing, predictive analytics

Timeline: 2026 and beyond

๐Ÿ”ฎ Multi-Store Management

Concept: Manage multiple Shopify stores from one dashboard, cross-store analytics, consolidated reporting

Timeline: Based on user demand

How to Access Beta Features

Automatic Rollout

Most beta features will be automatically enabled for your account. You'll receive email notifications when new features become available.

Early Access Requests

For features in early testing, email beta@convicy.com to request access. Include your store URL and why you're interested in testing the feature.

Feedback Requirements

Early access users are expected to provide detailed feedback on new features. This helps us improve the platform for all users.

๐ŸŽฏ Beta User Influence

As a beta user, your feedback directly shapes our development priorities. Features requested by multiple beta users get moved up in our roadmap. Don't hesitate to share your ideas and needs!

Providing Feedback

Your feedback is invaluable in shaping the future of Convicy. As a beta user, you have direct influence on our product development and roadmap.

Types of Feedback We Value

๐Ÿ› Bug Reports

What to include:

  • Detailed description of what went wrong
  • Steps to reproduce the issue
  • Screenshots or error messages
  • Browser, device, and operating system
  • When the issue first occurred

Send to: feedback@convicy.com with subject "Bug Report"

๐Ÿ’ก Feature Requests

What to include:

  • Clear description of the desired feature
  • The problem it would solve for your business
  • How you envision it working
  • Priority level (nice-to-have vs. essential)
  • Examples from other tools (if applicable)

Send to: feedback@convicy.com with subject "Feature Request"

๐ŸŽจ User Experience Feedback

What to include:

  • Which parts of the interface are confusing
  • Tasks that are harder than they should be
  • Suggestions for improving workflows
  • Missing information or unclear labels
  • Positive experiences that work well

Send to: feedback@convicy.com with subject "UX Feedback"

๐Ÿ“Š Results & Performance

What to share:

  • Revenue improvements you've seen
  • Which features provide the most value
  • Conversion rates for post-purchase offers
  • Analytics insights that led to store changes
  • Success stories and case studies

Send to: success@convicy.com

Feedback Channels

๐Ÿ“ง Email Feedback

Most detailed feedback is best sent via email. We respond to all feedback within 2-3 business days.

๐Ÿ’ฌ In-App Feedback

Look for feedback buttons within the Convicy interface for quick suggestions or reports about specific features you're currently using.

๐Ÿ“น Beta User Calls

We occasionally schedule video calls with beta users to discuss feedback in detail. These are optional but provide valuable insights for both sides.

๐Ÿ“‹ Quarterly Surveys

Every quarter, we send comprehensive surveys to all beta users covering overall satisfaction, feature priorities, and development direction.

How We Use Your Feedback

๐Ÿ”„ Development Process

Weekly Review: Our team reviews all feedback weekly and categorizes it by priority and feasibility.

Monthly Planning: The most requested features and critical bug fixes are added to our development roadmap.

Quarterly Updates: We share updates on what feedback has been implemented and what's coming next.

๐Ÿ“ˆ Feature Prioritization

We prioritize feedback based on:

  • Impact: How many users would benefit
  • Frequency: How often the issue or request comes up
  • Business Value: Potential revenue impact for stores
  • Technical Feasibility: Development effort required
  • Strategic Alignment: Fits with our long-term vision

Feedback Response Process

1. Acknowledgment (24-48 hours)

We'll confirm receipt of your feedback and let you know if we need any additional information.

2. Review & Analysis (1-2 weeks)

Our team analyzes the feedback, reproduces bugs, and evaluates feature requests for feasibility and priority.

3. Response & Updates (2-4 weeks)

We'll provide a detailed response including timeline for fixes or feature development, or explanation if requests can't be implemented.

4. Implementation & Follow-up

When changes are made based on your feedback, we'll notify you and may request additional testing or validation.

๐ŸŒŸ Beta User Recognition

Users who provide exceptional feedback may be:

  • Featured in our case studies (with permission)
  • Invited to early access programs for new features
  • Given additional grandfathered benefits in future pricing
  • Invited to join our beta user advisory board
โš ๏ธ Feedback Guidelines
  • Be specific and detailed in your descriptions
  • Include relevant context about your store and use case
  • Be patient - some features may take months to develop
  • Remember that not all requests can be implemented
  • Focus on problems and goals rather than specific solutions