• SHOPIFY SIDEKICK • SETUP GUIDE

How to Review Form Analytics and A/B Tests with Shopify Sidekick

What you will achieve in this guide

Follow this step-by-step documentation to configure custom B2B registration forms, approval workflows, and customer tagging.

EXPECTED SETUP TIME 5-10 Minutes
COMPATIBILITY All Shopify Themes & Plans
TECHNICAL DIFFICULTY Zero Code Required

Ask Sidekick for registration form statistics and A/B results, then inspect the selected form and period in Analytics.


Before you begin

Open the intended Shopify store and identify the form or application you want help with. Include its exact name or reference in your request. Sidekick can draft, find, suggest, and link; you review and save changes in the app.


Ask for one form, period, and metric

Useful requests name the form and window, then ask about views/submissions, step drop-off, or A/B variants. That gives you a more interpretable result than asking whether the whole app is performing well.

Confirm the result in Analytics with the same selection. Check sample sizes and distinguish applications from approvals. An AI interpretation of the report is not proof that a particular design change caused the observed outcome.


Additional reference

Example Prompts

  • Show the wholesale form’s submissions and conversion for the last 30 days.
  • Which step has the biggest drop-off in my multi-step application?
  • Show A/B results for the retailer form.
  • Compare views and submissions for the available design variants.

Replace example form names, companies, and time ranges with values from your own store. These are task examples, not a guarantee that every wording produces the same response.


Set up this workflow

  1. Identify the form in Sidekick.

  2. Specify a period and the metric you want explained.

  3. Ask for funnel, step drop-off, submission, or A/B information.

  4. Review the result and its available data.

  5. Open Analytics to confirm the selected form, date range, and variant sample sizes.

  6. Use the verified data to decide the next test or improvement.


Example

Ask: Show the last 30 days of funnel data for Demo Wholesale Application and identify the step with the largest drop-off.

Expected result

The result is checked against Analytics using the same form and period before making a design change.


Limits and important behavior

  • Sidekick does not independently save or approve changes; it provides drafts and links for review.
  • Responses depend on available app data and the account’s access.
  • AI-generated suggestions should be checked against the original fields, records, and your business criteria.

Troubleshooting and verification

If the suggestion concerns the wrong form, repeat the request with its exact name and review the linked app page. If nothing changed, check whether you reviewed and saved the proposed settings; a Sidekick response alone is not a saved change.


Screenshots to add

Screenshot placeholder: Capture the relevant app screen for “How to Review Form Analytics and A/B Tests with Shopify Sidekick” after completing the setup. Show the controls used to identify the form in Sidekick. Add a second screenshot showing the result of this check: Use the verified data to decide the next test or improvement. Use dummy applicant details and mask any secrets.


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