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includes
- 7 days trial
- 1 segment
- 1 market
- Getting started Getting started
- Setting up the app with the Setup Wizard Setting up the app with the Setup Wizard
-
Enabling Sales Genius on the shop
Enabling Sales Genius on the shop
- Importing pricing rules sets Importing pricing rules sets
- Testing a rules set Testing a rules set
- Managing rules Managing rules
Content
User guide
Getting started
With Sales Genius, you can offer personalized pricing, private sales, promotions, and bulk discounts to specific customers and markets.
Installing the app
Go to the Shopify App Store
Install the app
Access it through the "Apps" section of your Shopify Store
Subscription plan
Basic
$10
Advanced
$45
includes
- 7 days trial
- 10 markets
- 10 segments
Premium
$75
includes
- 7 days trial
- No limit for segments
- No limit for markets
Use our get-started tutorials
Once you're done with the Setup Wizard, go to .
Follow the mini-tutorials to get familiar with the app and learn how to configure the application, import and test a rules set.
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Setting up the app with the Setup Wizard
The Setup Wizard installer helps you integrate the app by automatically making the necessary changes on Discounts and liquids (Shopify’s template creation language).
Go to
Discounts
Sales Genius needs to create discounts to apply the custom prices on the cart and checkout pages. When launching the Setup Wizard, the discounts will automatically be created. For Sales Genius to fully work, you should not delete the 5 discounts created by the app.
Your discounts are automatically created or activated
If you accidentally delete or deactivate one or all of the discounts, the Setup Wizard can recreate them. Just click on "Check again"
Create the syde_price.liquid snippet
To display your custom prices on your product and collection pages you need to add the syde_price.liquid snippet to your template. This process is entirely automated.
Once the liquid is created, Completed will be displayed at step 2
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In case the creation of the syde_price.liquid snippet fails, you can create the snippet manually by going to Sales ChannelsOnline Store. Click on the three dots next to Customize and click Edit Code. Contact us to get the code snippet for the creation of syde_price.liquid.
Create the syde_rules_eval.liquid snippet
You need to add the syde_rules_eval.liquid snippet to your template to display your custom prices on your product and collection pages. This process is entirely automated.
Once the liquid is created, Completed will be displayed at step 3
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In case the creation of the syde_rules_eval.liquid snippet fails, you can create the snippet manually by going to Sales ChannelsOnline Store. Click on the three dots next to Customize and click Edit Code. Contact us to get the code snippet for the creation of syde_rules_eval.liquid.
Modify the price.liquid snippet
To display your custom prices on your product and collection pages you also have to modify the price.liquid snippet. You will need to manually add the code snippet.
Before starting, make sure that the status of this step is "Waiting for your action".
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Select the code snippet in the blue box
Copy the selection (right clickcopy or Ctrl +C)
Click in the Edit the snippet button located below the code snippet
You are redirected to the price.liquid edit code page
Identify the beginning of the html code and paste the code right before the beginning of the HTML code
Click Save at the top right corner
Go back to the and click on Check Again
Completed is now displayed at step 4
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It can happen that the price.liquid is not found. In this case, this step will be marked as failed. It is because your file is not named as “price.liquid”. To implement the code, just look for the file that contains “price.liquid” and copy the snippet. The step will be marked as complete. You can also contact our support team.
Embed the app
The last step of the Setup Wizard is to add the app to your theme so it can be displayed in your store.
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Click on Embed the app. You will be redirected to the customization page for your theme
In the app embeds side panel, click on the toggle switch next to Sales Genius
Click on Save at the top right corner of the window
Go back to and click on Check again
Completed is now displayed at step 5
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You have now completed the installation of Sales Genius, you can start creating your first price rules set.
Enabling Sales Genius on the shop
To apply the custom prices on the products in the product, collection, cart and checkout pages, you need to enable the custom prices.
Go to
In the General section, tick the box Enable the custom prices on the shop
Click Save
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Importing pricing rules sets
Follow these steps to create your first pricing rules sets:
Downloading the sample csv file
The sample CSV file is the base of your pricing rules. You will be able to download it and modify it according to your needs. To download the file:
Go to
Click Download a sample csv file
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Once you downloaded the file, simply use either a spreadsheet application (Excel), a code editor (VS Code) or Windows’ NotePad to edit it.
Filling in the csv file
You will need to fill the following information about your pricing rules in the csv file:
ID
The id of a product is the unique identifier assigned to a variant product.
To know the ID of a product of your store:
Go to
Select the product you want to apply custom prices and go to the product page
Select a variant
In the URL, select the numbers after /products/
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SKU
The SKU (stock keeping unit) is a unique alphanumeric code of a product.
If you don’t have the id of the product, you can fill in the SKU.
To know the SKU of a product of your store:
Go to
Select the product you want to apply custom prices
In the Inventory section, copy the SKU
Paste the SKU in the SKU column of the file
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Title
The title section corresponds to the name you want to give to your rule. This title will be displayed on the cart and the checkout page.
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In the title column of the file, type the name. If you don’t write any name for a rule, the name of the rules set will be used.
Segment
The segment section refers to a group of customers that meet specific criteria of filters determined by the merchant.
To create a customer segment on your store:
Go to
Click Create segment
Apply criteria and click Save segment
Choose a name for the segment and click Save
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To integrate a segment in the csv file, simply enter the name of the segment in the segment column.
Customer
You can choose if you want your rule to apply to all customers or only customers logged in to your store.
↪ All customers
For the rule to be applied to anyone, leave the box empty.
↪ All customers logged in
For the rule to apply to all customers logged in to your store: enter LOGGED_IN_CUSTOMERS.
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Market
You can select the market where the rule will be applied. To create a market:
Go to
Click Add market
Enter a name for the market and select a country in the list
Click Add market
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To target a market, you have to enter the name you choose for the market in the csv file. To activate a market, there need to be shipping rates added to the market.
Create or update an existing rules set
You can either import a new rules set or update an existing one.
Importing the csv file
To import your csv file:
Go to
Click Add file and select your csv file
Click Proceed
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View the import
After importing your csv file, you can review the state of your import.
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In the above example, all the rules have been imported.
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In the above example, you are able to see which rules have not been imported and why.
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In the above example, the import failed. You have information about the line containing the error and the type of error in the Message column.
Grid pager
The grid pager allows you to navigate between the errors in your csv file.
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Testing a rules set
Once imported, you can check the rules applied to one product using its SKU or ID.
Go to
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Enter the SKU or the ID of your product
Choose the country in which you want the rules of your product to be tested
Choose the segment on which you want the rules of your product to be tested
Select "Not logged in customers " if you don’t want to test on any particular segment
Type the date or use the calendar to select the date you want to test your product
Click on Run the test
You get a preview of your product with a list of rules ranked by priority. The rule’s line applying is in bold green.
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The currency displayed is automatically the currency of the selected market.
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If no rule is applied to your product, you will get a message “No Rules for this product”.
Testing criteria
The Test Rule feature offers testing criteria that allow to accurately test a product based on a specific market/customer segment or date.
Rules information
When testing a product, a table gathering all the information regarding rules applied to the tested product is displayed. Each row concerns a rule applied or not to the product.
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Status
The status column informs you the status of your product rules.
There are three possible status:
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Your rule is skipped because either the market, segment or date doesn’t correspond to your testing criteria. The column in red is the reason the rule is skipped.
A Rule could not be applied for various reasons such as:
Priority (Rule with the highest priority is applied)
Market (Rule apply on the market on which the product is tested)
Segment (Rule apply on the segment on which the product is tested)
Date (Rule apply to the date on which the product is tested)
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Your rule is applied.
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Your rule is skipped because a rule with a higher priority is applied.
Comment
This row displays if the rule was applied or skipped.
↪ The rule is applied
If the rule is applied, the discount from your rule is displayed in the preview window.
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↪ The rule is skipped
Your rule is not applied due to either:
Priority
Market
Segment
Start/End Date
Managing rules
In section, you can see all the rules you imported.
Search bar
You can search for a rule, a ruleset or a product with the search bar.
Go to
Click on the magnifying glass
Enter your search
Add a search filter as a view
Go to
Click on the magnifying glass
Enter your search
Click Save as
Enter the name of the view and click Save
Your new view is now displayed.
To rename or delete a view, click on the arrow appearing when you select a view.
Grid paging
Use the grid pager at the bottom of the table to navigate between pages.
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Sorting criteria
You are able to sort the table according to different criteria by alphabetical or non-alphabetical order:
Rule
Product
Type
Priority
Start
End
Information
In the Rules table, you have access to multiple information about your rules.
Rule
You can see the name of the rules.
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The text in the red square corresponds to the title of the rule written in the csv file.
The text in the green square corresponds to the name of the rules set you enter when importing a csv file.
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