Skip to main content

Using SegmentIQ with Shopify Sidekick

On the Pro plan, Shopify Sidekick can answer discount questions using your SegmentIQ data. You don't need to open the app first.

Example questions​

Open Sidekick from the top of your Shopify admin and ask things like:

  • "Was LOYAL20 worth it?"
  • "How much of WELCOME10 went to customers who had already paid full price?"
  • "Which discount codes waste the most discount spend?"
  • "Which customer segments get the most discount spend?"

Sidekick answers with the figures from your discount report: redemptions, discount spend, the share that went to recent full-price buyers, and the share from first-time buyers.

Shopify Sidekick answering "Was LOYAL20 worth it?" with SegmentIQ data

The first time you ask​

Sidekick asks for permission to use SegmentIQ. Choose Yes (or Yes, and don't ask again).

Tips​

  • Start a new conversation for a new question. Sidekick keeps using the context of the current conversation.
  • Name the code exactly as customers type it, for example LOYAL20.
  • If Sidekick answers from Shopify's own reports instead, ask again and mention SegmentIQ, for example "Using SegmentIQ, was LOYAL20 worth it?"

Good to know​

  • Answers cover the last 180 days, the same as the discount report.
  • The figures are estimates from order history. They show who received a discount, not what the discount caused.
  • Sidekick answers are available on Pro. On the free plan, Sidekick tells you the analysis isn't enabled for your store.

Copy Sidekick prompts​

The What to change section of the discount report includes Copy Sidekick prompt buttons. They give Sidekick a ready-made instruction, such as changing who a discount applies to, so you can make the change yourself in your admin.