Workflow · Stock and products · Opening soon

Shopify customer cohorts

See how Shopify customers return over time. Group them by first order month and track repeat order share across the next 12 months.

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Someone typed

“group customers by first order month and show what share ordered again in each following month”

The agent read it as

group customers by first order month and show what share ordered again in each following month, for 12 months, from Shopify orders.

What the agent built

1 step, each one an ordinary Mammoth step you can open and change.

File

Shopify orders

CSV export · 30 rows

Step

Show monthly repeat share

Step 1

Result

Monthly Cohort Retention

72 rows

Schedule

Runs when you say

Proposed

File
Shopify orders
CSV export · 30 rows
Step
Show monthly repeat share
Step 1
Result
Monthly Cohort Retention
72 rows
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 72 rows came out.

Download Shopify orders sample (30 rows)Shopify Admin: Orders > Export

What you get back

The result of that run, the rows to look at first.

Monthly Cohort RetentionSample data72 rows

First order month	Following month	Months after first order	Repeat share	Customers ordering again	Starting customers
2025-11-01	2025-12-01	1	0.33	1	3
2025-11-01	2026-01-01	2	0.67	2	3
2025-11-01	2026-02-01	3	0	0	3
2025-11-01	2026-03-01	4	0	0	3
2025-11-01	2026-04-01	5	0	0	3
2025-11-01	2026-05-01	6	0	0	3
2025-11-01	2026-06-01	7	0	0	3
2025-11-01	2026-07-01	8	0	0	3
2025-11-01	2026-08-01	9	0	0	3
2025-11-01	2026-09-01	10	0	0	3
2025-11-01	2026-10-01	11	0	0	3
2025-11-01	2026-11-01	12	0	0	3

72 rows in the result · 12 shown, problems first. Sample data: illustrative figures, not business results.

How do you group Shopify customers by first order month and show repeat share?

Export your Shopify orders, then use the workflow to group each customer by the month of their first order. It then shows what share ordered again in each following month for 12 months. The result is a monthly customer retention view.

How it works

How to use the Monthly Cohort Retention workflow

1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Monthly Cohort Retention: questions

What export should you use from Shopify?

Use an orders export from Shopify. It needs the order date and customer details so the workflow can group customers by their first order month and track later orders.

What happens to orders that do not match the rules?

Rows that do not match the workflow rules are left out of the result. You can adjust the rules if you want to include or exclude different rows.

How do you change the workflow rules?

Edit the steps in plain words. For example, change how customers are grouped, which rows count, or how many months are shown, then run the workflow again.