Guided Selling - Personalize product discovery



What is Guided Selling?

Guided selling is the ability to gather customer product preferences through quizzes in the discovery process, in order to suggest products curated to the customer’s responses. 


Why is Guided Selling beneficial?

Guided selling streamlines product discovery, which eliminates friction in the shopping experience and is attractive to customers looking for convenience. A personalized experience helps generate brand loyalty, which translates to greater customer lifetime value.

How does Ordergroove enable Guided Selling?

With Ordergroove, you are able to display a subscription enrollment experience when the results of the quiz send a customer to a PDP. With some additional development work, subscription choices can be selected throughout the customer journey vs outputting to a PDP.



Creating this experience will require work from your development team or your technology partners. If you would like to discuss possible customizations to this experience, please contact Ordergroove for a consultation.

The enrollment experience (landing page) must be designed and hosted by your team or agency.


Functional Summary
  • Merchants can guide a customer through a series of questions that will output a recommended product or products to subscribe to.
Areas Impacted
  • Subscription Enrollment
  • Cart
  • Ordergroove owning the guided selling experience
  • Integrations into guided selling applications that do not use the default site capabilities and/or do not work with Ordergroove tags and standard add to cart functionality
  • Merchant builds the guided selling front end experience
  • Merchant either tracks the subscription enrollment and adds the selling plan(s) to the Shopify cart or uses the Ordergroove widget to capture frequency within the journey where the add to cart function is clicked. 
Resources Required

Client / Systems Integrator

  • Front end developer to create the guided selling experience and either tag the Ordergroove offer on the add to cart section of the flow, or write the selling plans to the cart based on the details outlined below.


How To Set Up Guided Selling

Ordergroove can be integrated into your guided selling flows to allow you the ability to capture subscription enrollment as a part of your selling journey. There are 2 options to integrate Ordergroove with this experience.


Option 1: Using the Ordergroove widget

Ordergroove will inject an enrollment offer in your guided selling flow as long as you have that section of the experience tagged with Ordergroove content. Typically this will be at the time you want the customer to select their frequency once they have chosen their product. If your experience outputs multiple products that the customer will subscribe to, then you can either tag each product with an Ordergroove enrollment offer widget, or implement option 2.

Add the following tag(s) to the section of the guided selling flow that you want to capture the frequency:

<og-offer product="your-product-id" location="X"></og-offer>


Note: You’ll need to make sure this is on the same page as the Shopify Add to Cart button. Ordergroove interacts with that submit action to write a selling plan to the cart for the product in the tag.


You can set up a frequency-only offer in Ordergroove’s Admin portal under the Subscriptions > Enrollment section and give it any location name that you define in the tag (placeholder above of location=”X”).



Option 2: Using your own content

In this option, you can capture all of the selections the customer makes for a subscription and then write selling plans for each into the cart. The selling plan corresponds to the frequency that the customer has selected. You can find detail on adding a selling plan for an item by using Shopify’s cartLinesUpdate Storefront API call. To determine which selling plan ID to use, you can refer to Shopify’s Selling Plan Object documentation.




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