Getting started with Retainio

Retainio is an AI retention copilot for Shopify stores. It syncs your customers and orders, scores every customer with RFM segmentation (VIP, active, at risk, lost, new), detects revenue opportunities like winbacks and cross-sells, writes the emails, and launches the campaigns on Klaviyo and Meta Ads for you.

You stay in control: every campaign is reviewed and launched by you, in one click.

If you installed Retainio from the Shopify App Store, your store is already connected and your account was created automatically — skip to step 2.

Otherwise:

1. Sign up at app.retainio.xyz/signup
2. Go to Settings → Integrations
3. Enter your store domain (e.g. my-store.myshopify.com) and click Connect Shopify
4. Approve the read access to customers, orders, and products in the Shopify screen

Your data syncs automatically: a full sync every 6 hours, plus real-time updates on every new order via webhooks. You can also trigger a sync anytime with Sync now in Settings.

Once your store is synced, open the Audit page. Retainio computes your retention score, repeat purchase rate, revenue at risk, and segment breakdown, then generates AI recommendations ranked by priority.

The audit is available on every plan, including Free — it's the best way to see what you're leaving on the table before launching anything.

The Opportunitiespage is where Retainio's detection engine surfaces revenue plays, refreshed daily:

• Winback — at-risk customers who used to buy regularly
• Cross-sell — customers likely to buy a complementary product
• VIP nurture — your best customers, worth a dedicated touch
• Reactivation — lost customers worth one last attempt
• Repeat push — restock reminders for consumable products
• Subscription saves — churn risk, failed charges, and cancelled subscribers (requires the Recharge integration)

Each opportunity comes with the targeted segment, an estimated revenue impact, and a ready-to-send email written in your brand voice (configurable in Settings → Workspace).

To launch email campaigns, connect your Klaviyo account (Starter plan and above):

1. In Klaviyo, click your organization name (bottom left) → Settings → API keys
2. Click Create Private API Key, name it "Retainio", select Full Access
3. Copy the key (starts with pk_) — it's shown only once
4. Paste it in Settings → Integrations → Klaviyo in Retainio

Also set your sender email and name in Settings → Workspace → Email sender— it's used as the "From" on your campaigns.

On the Growth plan and above, you can retarget segments with Meta custom audiences. You'll need a Meta System User token:

1. Go to business.facebook.com/settings → Users → System Users
2. Create a system user with full access and assign your Ad Account to it
3. Generate a token with ads_management, ads_read, and business_management permissions
4. Paste the token and your Ad Account ID (act_...) in Settings → Integrations → Meta Ads

Open any opportunity and:

1. Review the AI-written subject and body — edit anything you want
2. Optionally wrap it in one of your email templates (Settings → Templates)
3. Pick the channel: Klaviyo, Meta, or both
4. Click Launch

Retainio creates the segment and campaign in Klaviyo (and the custom audience and campaign in Meta), sends it, and then tracks performance on the Campaigns page: opens, clicks, impressions, and attributed revenue, refreshed every 12 hours.

Plans are managed in Settings → Plan and billed securely through Shopify — charges appear directly on your Shopify invoice, no separate payment method needed.

• Free — up to 1,000 customers, full audit and opportunity detection
• Starter ($49/mo) — up to 5,000 customers, Klaviyo campaigns
• Growth ($99/mo) — up to 25,000 customers, Klaviyo + Meta Ads
• Scale ($199/mo) — up to 100,000 customers, all integrations, priority support

You can upgrade, downgrade, or cancel anytime — changes take effect immediately.

Invite teammates from Settings → Team (owner, admin, and member roles). Each store lives in its own workspace — create more from the workspace switcher in the sidebar, and switch between them instantly. Useful for agencies managing several brands.

Email us at hello@retainio.xyz — we answer fast.