Omniconvert Reveal Customer Segmentation Setup for Shopify

Reveal is Omniconvert's Customer Value Optimization platform for Shopify. It combines RFM segmentation, NPS surveys, CLV analytics, and a Movers and Shakers tracker that flags when customers change segment. Shero sets up Reveal, calibrates the RFM model to the brand's actual purchase patterns, and connects the segment outputs to Klaviyo and ad platforms.

Book a Discovery Call Our Work
Swag logo
Painful Pleasures Logo
AO logo Middle Version black 1
NRM
Stat Icon 523fb117 89a5 4250 a4bf e638c091f721

16+

Years in business

500+

Projects Delivered

65+

Team Members

98%

Client Retention

5.0

App Store rating from 60 verified reviews

Reveal holds a 5.0-star rating from 60 reviews on the Shopify App Store. A free 30-day trial runs with no credit card required, giving brands access to the full RFM segmentation and CLV reporting on their historical Shopify data before committing. Paid plans start at approximately $167 per month.

11

Actionable RFM segments Reveal collapses 125 combinations into

RFM analysis scores customers on Recency, Frequency, and Monetary Value and produces up to 125 score combinations. Reveal collapses these into 11 actionable segments Champions, Loyal Customers, At Risk, Can't Lose Them, and others each mapped to a retention strategy. The Movers and Shakers report flags customers who have moved between segments since the last period, making churn risk visible before a customer is already gone.

98%

Client Retention

98% of Shero's clients stay on retainer after their project closes. Reveal configurations need ongoing attention as RFM calibration is tuned to the brand's repurchase cycle, NPS survey triggers are updated, and new Klaviyo flows are connected as the retention program matures.

Shopify

Premier Partner

Shero holds Shopify Premier Partner status, one of fewer than 150 agencies globally. Reveal implementations connecting RFM segments to Klaviyo flows, Meta audiences, and Gorgias customer context require both analytics depth and platform integration expertise.

Working with Shero Commerce for the past three years has been a game changer for our B2B ecommerce business. Their expertise in website support and ecommerce strategy has significantly improved our online presence.

Joe Prebich, VP of Marketing, Benchmade Knife Company

What Reveal does and what setup covers

Reveal pulls Shopify order data and segments customers into 11 RFM groups, layering in NPS survey results and CLV projections to give the retention team a complete picture of who their customers are and where they are heading. Setup covers:

  • Reveal installation and Shopify order data connection
  • RFM model calibration to the brand's actual repurchase cycle and purchase frequency
  • NPS survey configuration with trigger setup for post-purchase and post-delivery
  • Movers and Shakers tracking setup for segment change alerts
  • Klaviyo integration: RFM segment export for retention flow targeting
  • Google Ads and Meta audience sync from Reveal RFM segments

Why brands work with Shero on Reveal setup

Reveal's default RFM settings are not calibrated to any specific business. A 30-day repurchase brand and a 90-day repurchase brand need different segment windows. Shero calibrates the model to the brand's actual data before any segment is used in a campaign.

01

RFM model calibrated to the brand's repurchase cycle before segments are used

Using default RFM settings from a platform is a common mistake. A brand selling a 30-day supplement supply has different recency thresholds than a fashion brand with 6-month repurchase cycles. Shero reviews the brand's historical order data and calibrates Reveal's segment boundaries to reflect how that specific business's customers actually buy.

02

Movers and Shakers report configured to catch at-risk customers before they lapse

Reveal's Movers and Shakers report identifies customers who have moved from a high-value segment Champions or Loyal Customers to a lower one since the last period. These are the accounts where retention intervention has the highest ROI. Shero configures the report cadence and connects it to a Klaviyo win-back flow so at-risk customers receive a targeted sequence before they lapse.

03

NPS surveys configured to surface churn drivers by segment

Reveal's NPS integration collects post-purchase satisfaction data and overlays it with RFM segments so the team can see whether Champions are satisfied and whether At Risk customers share a common complaint. Shero configures the survey triggers, question set, and segment overlay so NPS data informs retention strategy rather than sitting as a standalone metric.

04

Klaviyo flows triggered from RFM segment membership and segment changes

Reveal exports RFM segments to Klaviyo as audiences, enabling retention flows that target Champions for loyalty, At Risk customers for win-back, and lapsed buyers for reactivation. Shero connects the Reveal segments to the appropriate Klaviyo flows as part of the setup, which builds on the email marketing work Shero runs for Shopify brands.

05

Google and Meta audiences synced from Reveal segments for acquisition lookalikes

Reveal's Champion segment the brand's best customers by recency, frequency, and spend is the most valuable source for paid acquisition lookalike audiences. Shero connects Reveal's Champion and Loyal Customer segments to Google Ads and Meta as custom audiences, so paid campaigns find new buyers who look like the existing best customers.

06

Reveal versus Peel: NPS and ad platform integration versus subscription analytics

Reveal is stronger when NPS data, CLV-to-RFM segment overlay, and ad platform audience syncing are the primary requirements alongside RFM segmentation. Peel is stronger for brands needing deep subscription cohort analytics and daily Slack digests. Both connect to Klaviyo. Shero implements both and recommends based on whether the retention program is more ad-platform or subscription-focused. Both are part of the Shopify analytics and retention work Shero does.

Our Work

View All
Body jewelry and tattoo supplies

Painful Pleasures

Painful Pleasures is a long-standing supplier of body jewelry and tattoo supplies with a catalog of 40,000+ products. The brand partnered with Shero to complete a stalled Magento to Shopify migration and deliver the complex custom features their business depends on. They reduced ongoing maintenance costs and eliminated urgent site issues that had previously caused headaches by 40%.

Painful Pleasures
Backup camera systems for automotive, agricultural, and commercial use

Camera Source

Camera Source, a Wisconsin-based manufacturer of backup camera systems for automotive, agricultural, and commercial use, built a loyal D2C and B2B customer base over 15+ years. Outgrowing a self-hosted Magento setup, the brand partnered with Shero to migrate to Shopify, delivering a native B2B dealer portal, a custom Vehicle Fitment Search, and a faster, more flexible storefront for retail customers and dealers alike.

Camera Source
Specialty coffee roasting (D2C and B2B)

Valentine Coffee Co.

With an existing Shopify build that no longer reflected its premium positioning, the Milwaukee specialty coffee roaster, serving both D2C customers and a growing B2B wholesale base, partnered with Shero to deliver a full design and functionality refresh in 8 to 10 weeks ahead of the holiday season. The project included a refined dark-mode aesthetic, native RoasterTools integration, and a B2B wholesale flow integrated into the storefront.

Valentine Coffee Co.
Finland's leading music instrument retailer

F-Musiikki

F-Musiikki is one of Finland's leading music instrument retailers, serving both consumers and businesses with over 15,000 products. Looking to reduce costs and modernize their platform, the brand partnered with Shero to migrate from Magento to Shopify Plus and launch a hybrid B2C/B2B store in just two months.

F-Musiikki

Default RFM settings are not calibrated to your business. Shero calibrates Reveal to your repurchase cycle before any segment goes into a campaign.

The setup session is free. It maps your repurchase cycle, current Klaviyo setup, and retention program before any Reveal configuration begins.

Book a Setup Session

How a Reveal setup engagement runs

01

Reveal Installation and Shopify Connection

Reveal connected to Shopify. Historical order data loaded. Trial period begins.

02

RFM Calibration

RFM segment windows calibrated to the brand's repurchase cycle. Segment labels and boundaries reviewed against actual customer distribution.

03

NPS Survey Setup

Survey triggers configured for post-purchase and post-delivery. Segment overlay enabled.

04

Klaviyo and Ad Platform Connection

RFM segments exported to Klaviyo. Google Ads and Meta audiences synced from Champion and Loyal Customer segments.

05

Ongoing Optimization

Segment calibration reviewed quarterly. New Klaviyo flows added as retention program matures. NPS response themes reviewed monthly.

Frequently asked questions.

Can't find what you're looking for? Reach out to our team.

What our clients say.

We design experiences that make a difference. See what our clients have to say about working with us.

Swag Golf

"We partnered with Shero for the SWAG site development. The dev was highly nuanced, specialized and complex. The Shero team went above and beyond. They were collaborative, organized and professional, consistently setting expectations clearly and usually exceeding them."

Matt Kaminsky

Co-founder & Managing Director / Swag Golf

Painful Pleasures

"Our journey from Magento to Shopify was riddled with complexities and challenges. With a vast catalog and intricate B2B logic, we needed expertise that could navigate through these intricacies. Shero Commerce was our beacon. They not only provided innovative solutions but also utilized their vast Magento knowledge to bridge gaps in Shopify’s native features. Now, our platform is seamless, our costs are reduced, and the headaches are a thing of the past. A heartfelt thank you to the Shero team!"

Patrick Rice

CEO / Painful Pleasures

Cloré Beauty Supply

"Working with Shero Commerce on our Shopify project was an absolute pleasure. Their team demonstrated exceptional expertise and professionalism throughout the entire process. They seamlessly transformed our vision into a stunning and user-friendly online store. Since the launch, our website has been stable, and we couldn’t be happier with the results. We highly recommend Shero Commerce for any Shopify project!"

Clemens Kim

COO / Cloré Beauty Supply

Invisible Bead Extensions®

Working with Shero Commerce on our migration from WordPress to Shopify was honestly such a pleasant experience. We’d been on WordPress for five years with tons of content and very specific styling, and moving all of it into one cohesive Shopify site was no small feat — this was a genuinely complex, highly technical migration. But they pulled it off on deadline with zero errors and zero issues. Their team showed up with everything we needed: a project manager, multiple developers, marketing leads, email specialists, and CRO experts, all coordinated through dedicated meetings and a real task management system. They also designed several high impact conversion pages so our digital presence didn’t just function better — it looked beautiful too. Since migrating, we’ve seen an increase in revenue thanks to having one simplified, cohesive platform. I’m so grateful for how seamlessly they executed this, and I’d recommend Shero Commerce to anyone facing a migration like ours.​​​​​​​​​​​​​​​​“

Jasmine Hadjis

CEO, IBE / Invisible Bead Extensions®

And you?

Let's build something great together.

Ready to scale your eCommerce business? Tell us about your project and we'll get back to you within 24 hours.

Email
[email protected]
Locations
New York • London • Helsinki • Tirana