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How to Set Up a Price Change Experience

Check out the steps below to learn how to set up a price test!

A Price Change updates the price and compare-at price shown on your PDPs and across your site for the products you select. You can run it as a Test to see which price performs better, or as a Personalization to show a chosen price to everyone or to a specific audience.

Step 1: Create the experience and pick a mode

In the left nav, go to Pricing and click New Pricing Experience.

On the type modal, select Price Change. Then on How do you want to run this experience?, choose:

  • Run a Test — visitors are split between groups and the results tell you which price performs better.

  • Create a Personalization — the price you pick is shown to everyone, or to a specific audience, with nothing being tested.

Not sure? Start with a Test. You can roll the winner out to everyone or to a specific audience once you have results. See Rolling Out a Winner.

Step 2: Set up your groups

If you're running a Test, open the Test Groups tab. Create 2–5 groups by clicking +. Name each group and use the slider to allocate traffic percentage. Click Next step when ready.

The more groups you have, the longer it will take to reach statistically significant results. You'll need about 300 orders in each group to detect a 10% change in conversion with 90% confidence.

If you're running a Personalization, skip this step. A Personalization has one group and needs no traffic split.

The more groups you have, the longer it will take to get statistically significant results. You’ll need about 300 orders for each group in the test to detect a 10% change in conversion with 90% confidence.

Step 3: Choose your products

On the Modifications tab, click + Add / Remove Products in the Price card and select which products to include by checking the boxes on the left.

A few tips and tricks:

  • You can select every product in your store, or every product matching the filters you have set, by clicking the checkbox at the top left of the table.

  • Use the search bar at the top of the table to find a specific product.

  • Use the filter dropdowns on the left to narrow by Product Type, Vendor, Tags, Status, or Collections.

If you have 250+ Product Types, Vendors, or Tags in Shopify, Shopify won't let us load them all. Use the Intelligems search bar with the same syntax Shopify uses: tag:Test, product_type:Test, vendor:Test. Reach out to Intelligems support if you get stuck.

When your selection is complete, click Add at the bottom right of the modal.

Step 4: Set the test prices

There are three different options for filling in your prices:

Uploading a Spreadsheet

This is best suited for cases where you have already set up your prices in a CSV or Excel file.

Click Quick Fill, then Fill By Upload, then Download Template. The template contains your selected products and the columns Intelligems needs.

Using Microsoft Excel, Google Sheets, Numbers, or another spreadsheet editing tool, manually input the prices for the test groups and save the file with a .csv, .xls or .xlsx extension.

The following fields (columns) are required in the uploaded file.

  • product_title

  • product_id

  • variant_title

  • variant_id

  • handle

  • Price - [Test Group Name] (for each test group)

  • Compare Price - [Test Group Name] (for each test group)

The rest of the fields in the template are provided for reference and are not required.

Back in the Intelligems app, click the 'Upload Prices' button and select the saved .csv, .xls or .xlsx file. Once it has uploaded, save the test to see the price changes.

Quick Fill

Use this to apply a uniform change to every selected product — for example, +10% or -$5 across the board. Quick Fill works off the control-group prices pulled in from Shopify.

Click Quick Fill, then Fill By Formula. For each group, set:

  • Increase or Decrease

  • The amount

  • % or $

  • Rounding (Don't Round by default)

  • Decimals

Click Apply All when done.

Manually Set Prices

Use this when prices vary per product — for example, $10 off Product A and $5 off Product B.

Type the price and, optionally, the compare-at price for each product and group. You can drag a value from one cell to the next to copy it.

Use Expand All and Collapse All at the top left of the table to control the view.

Input the prices and 'compare at' prices (if desired) for each product and test group in the table. You can drag prices from one cell to the next if the prices are the same.

You can expand all rows or collapse all rows by pressing 'Expand All' or 'Collapse All' at the top left of the table.

There are two relevant fields for each entry:

  • Price: The price of the product; this is the price the user will actually be charged when they purchase the product in the given test group, before any discounts.

  • Compare Price: Also known as the 'compare at price', this price will be shown as a strikethrough. This field is optional and there is no need to populate the 'Compare Price Field' if you do not wish to show a strikethrough. Your theme must be configured to show strikethroughs in order for Intelligems to display one.

Click 'Next step' when you are done setting up your prices.

Step 5: Set up targeting if needed

Targeting is optional. By default, a visitor is assigned to a group on first visit and stays in that group via a first-party cookie for the duration of the experience.

The Common tab covers:

  • Device Type — All Devices, Desktop, or Mobile.

  • Visitor Type — All Visitors, New, or Returning.

  • Source Sites — Direct, Email, Referral, Affiliate, Organic Social, Paid Social, Organic Search, Paid Search, Paid Shopping, SMS, Google, Facebook, Instagram, TikTok, Twitter, YouTube.

  • Countries — one or more.

The targeting tool allows you to apply specific conditions to certain site visitors. There are a few different ways you can do this:

  • You can use UTM parameters to customize your user experience under the Audience option.

  • You can filter traffic based on JavaScript Expressions under the Audience option.

  • You can prevent users from being targeted by related experiments to reduce undesired interactions under the Mutually Exclusive Tests option.

A Currency section sits below Audience. Price Changes are limited to a single currency and default to your store's currency. Filtering by currency needs Shopify Markets or a supported localization app.

You can learn more about targeting here! When you're done, click Next step.

Step 6: Configure Analytics

On the Configure Analytics tab, choose your Key Metrics and Primary Metric. Intelligems records 20+ metrics on every experience — pick up to seven Key Metrics to show on the front page of your results.

Revenue per Visitor is the default Primary Metric. You can change it by clicking Primary on any Key Metric. Visitors, Orders, and Revenue are shown on every experience by default.

You can add more Key Metrics later, and you can still access every recorded metric even if it isn't in your Key Metrics list.

Click Next step when you're done.

Step 7: Save and Preview

Once you have completed all the steps, you'll be able to save your test with the green Save button in the top right.

In the Preview tab, you'll find a few options to load the test's preview:

  • Open Full Screen Preview: this will open your website with the Intelligems widget loaded, so you can easily alternate between test groups to preview each group's experience, as well as do onsite edits if necessary (see step 8 for more details). You can also choose which theme you'd like to preview in if you need to be somewhere other than your live theme!

  • Open Mobile Preview: you'll see a QR code for each test group, so you can load the preview directly on your mobile device.

  • Copy Preview URL: this will copy the preview URL to your clipboard automatically.

Step 8 (optional): Edit content on your site if needed

This step is also optional. This tool allows you to dynamically update content on your site based on a visitor's test group. Check out this article for more details on configuring this option.

Please note this is not how you should update price components on your site for a Price Test - that should be completed by tagging your prices!

What happens next?

Now that you've created your pricing test, you can QA your test using this checklist! If you have not completed the integration yet, please see our integration guides here.

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