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  • Engage Discounts & Coupons

    Engage allows you to generate unique discount codes to include in emails sent to customers. They are completely unique for each email sent. When creating an Engage email, you can add a discount in

  • Shopify: Permissions required for Metorik

    When you connect a Shopify store to Metorik, the first thing we'll do is request permission to access your store: On this page in Shopify, you'll find a number of permissions requested by us. In this

  • Changing plans during an annual subscription

    Annual plans are no longer available for Metorik. We sincerely apologise for any inconvenience. If you were previously on annual plan, your remaining annual credit has been applied to your account

  • Building a Broadcast

    When you click the New Broadcast button, you'll be taken the broadcast builder. There are 5 steps to creating and sending your broadcast. Click the links below to jump ahead to each section. Contents

  • Abandoned Cart Recovery Emails

    After enabling cart tracking and seeing all the abandoned carts you're receiving, you'll probably want to create some cart recovery emails! Metorik's cart recovery emails are powered by the Metorik

  • Building an Automation

    If you're new to Engage and haven't yet set up your sending domain and preferences, check out this guide first: Setting up Engage and then come back here 🙂 Engage Automations only take a few moments

  • How are Engage conversions tracked?

    Engage tracks conversions from emails sent to customers in 2 ways. 1. If a customer clicks a link in an Engage email, it has the ID of the email in the URL automatically added to it (eg.

  • Is there a Metorik desktop app?

    While Metorik doesn't have an official desktop app you can download, there are a couple easy methods you can use to turn Metorik into one. Shift Metorik is completely integrated into the desktop app

  • Shopify Sales Channel IDs and Names

    When viewing a Shopify order in Metorik, we'll try to show the the sales channel ID's actual name. More on this and Metorik's sales channel reporting in this help doc. Here is a list of sales channel

  • Types of Segmenting

    Create powerful segments by combining different data resources — from simple filters to advanced groups using AND/OR logic and even nested segments — perfect for targeted marketing, reporting, and

  • Why don't the totals in Shopify reports match Metorik reports?

    Store admin? Check out the report settings here. As you change them, Metorik will show you what last month's sales would be so you can compare that to Shopify. You'll likely find that the totals in

  • WooCommerce: Sending subscription emails with Engage

    If you use WooCommerce Subscriptions, you can use Metorik Engage to send your automated subscription emails. One thing to keep in mind is that a subscription automation looks at the actual

  • Metorik & WooCommerce Terminology

    Net Revenue: Gross sales less refunds made in the current period. Taxes, fees, and shipping are also normally deducted (depending on your store report settings). Net Sales: Gross sales less refunds

  • Cart Recovery Conversion Tracking

    How do we consider a cart to be recovered? First, the customer needs to receive a cart recovery email. Then, if one of the following happens, we'll count it as a recovery: If they click the email's

  • Applying a generic coupon code in cart recovery links

    When you're sending cart recovery emails to customers, you have the option to generate a unique dynamic coupon code and include it with every email sent. Better yet, that coupon will be automatically

  • WooCommerce: Subscription Plans Report

    The subscription plans report starts by getting all of your: Subscription product Subscription variation products And then for each product/variation, it will get the stats for it for every month

  • Engage Guide: Sending a customer on-boarding emails

    Engage makes it simple to create sophisticated on-boarding email series for new customers. The first email To start, create a new automation. You should select Customers as the 'resource', and give