Setting up Shopify metafields

Our Shopify integration is set up to use item metafields to handle replenishment and the "do not recommend" toggle.  Metafields are set on a per-item basis and contain three fields: namespace, key, and value.  A free extension is required to manage metafields for your shopify items.  

• Getting started
• Set up your metafields
• List of metafields for controls
• List of accepted metafields

Getting started

You can get started using an extension to manage your meta fields here:

• https://help.shopify.com/themes/liquid/objects/metafield
• https://apps.shopify.com/metafields-editor

Set up your metafields

1. To set up your metafields, go to the page for the product you want to update, and click More actions > Edit Metafields.
   
   
   
   
2. Click the Add New Metafield button.
   
   
   
   
3. Set up your metafield for the ReSci value you need to set (see all metafield formats below) and click Add.
   
   
   
   
4. You can now update your values on the fly as well.
   
   
   
   

If you're using Metafields Guru, refer to the following example:

Having trouble editing variant metafields? Watch this video.

List of metafields for controls

Do not recommend control:

To set up your metafields for the "do not recommend" control:

• namespace: retentionscience
• key: do_not_recommend
• value (integer): 1

A value of 0 is "recommend," 1 is "do not recommend." This is not something that needs to be set up for all your items, just the ones that you do not want recommended. (And this goes on the parent item not child items).

Replenishment stage control:

To set up your metafields for replenishment stage control:

• namespace: retentionscience
• key: replenish_interval
• value (integer): (any integer > 0)

This sets the number of days after purchase to send the customer an item replenishment interval.  Try to predict the best number of days.

Item type controls:

To set up your metafields for item type (subscription cortex, item targeting controls):

• namespace: retentionscience
• key: item_type
• value (string): subscription

This sets the item type in Retention Science.  (Shopify's "item type" field maps to categories in Retention Science).  Item type is important for designating subscription items, and can be used to add another layer of control to item targeting.

List of accepted metafields

User Birthday:

• Namespace: retentionscience
• Key: birthday
• Value: YYYY-MM-DD

User Registration Source:

• Namespace: retentionscience
• Key: registration_source
• Value: string

Item - Item type:

• Namespace: retentionscience
• Key:  item_type
• Value: string

Item - Do not recommend

• Namespace: retentionscience
• Key: do_not_recommend
• Value: integer

Item - Replenishment interval

• Namespace: retentionscience
• Key: replenish_interval
• Value: integer (number of days)