Automating trial-to-full purchase conversion rate and purchase lag

JonasPaul
New Member
3 0 2

Considering Shopify Plus. Does anyone know whether we'd be able to use Flow to generate reporting on % of customers converting from trial kit purchase to full product purchase as well as the tracking average lag time between the purchases? 

Any other thoughts on getting this data automated would be appreciated ! 

Replies 3 (3)
Pandaflow
Excursionist
48 0 4

@JonasPaul wrote:

Considering Shopify Plus. Does anyone know whether we'd be able to use Flow to generate reporting on % of customers converting from trial kit purchase to full product purchase as well as the tracking average lag time between the purchases? 

Any other thoughts on getting this data automated would be appreciated ! 


If you are unable to find a solution, please reach out to hello@pandaflow.io. We might be able to create a workflow for you to get the reports either via Google Sheets or Airtable or Microsoft Power BI

pvoulg
Shopify Partner
176 26 53

Hi @JonasPaul 

What I'd probably do in this scenario is tag each customer that orders a trial kit and create a record on a Google Sheet table (timestamp, customer email, order no. etc). You can then track if a new purchase contains both a tagged customer and a full product and add that info to the same Google Sheet. Then with a bit of spreadsheet knowledge (and a few VLOOKUP functions), you can match the two entries and get the exact time between purchases. Gather all the data and then you have yourself an average.

What that would look like, is something like this:

Screen Shot 2020-09-03 at 10.05.24.png

Panos Voulgaris
Creative director / Partner @ MALVI
Founder @ function( )
samc
Excursionist
32 1 24

We offer a developer friendly automation platform: https://apps.shopify.com/shypyard

if you find shopify flow to be too limiting or there are actions/conditions not available, you may want to consider an alternative platform like Shypyard. Because it if fully expressed in javascript code, every automation tasks can be achieved.