Setting up Pinpointed Concierge
A step-by-step guide to placing each personalisation block on your store — and getting the most out of them.
How it works
Pinpointed Concierge works by adding app blocks to your Shopify theme. Each block is a self-contained personalisation widget — it reads the visitor's profile from our edge API and renders personalised content directly in your storefront without slowing down your page.
Blocks only display content when there's something worth showing. If a visitor is brand new with no data, blocks either show your store's bestsellers (cold start) or hide themselves cleanly — you'll never see an empty widget on your storefront.
Requirements
Before adding any blocks, make sure the following are in place:
Pinpointed blocks require an Online Store 2.0 theme. This includes Dawn, Horizon, Sense, Craft, Crave, Colorblock, and most themes from the Shopify Theme Store built after 2021. If you're on a legacy theme (Debut, Brooklyn, etc.), you'll need to upgrade.
Go to Online Store → Themes → Customize → App embeds (the puzzle piece icon). Enable Pinpointed Concierge. This loads the shared visitor tracking script on every page — without it, the storefront blocks will not work.
Block placement map
Each block is designed for specific templates. Here's the full picture at a glance:
How to add a block to any template
Watch a video of this section.
Most storefront section blocks are added the same way in the Shopify theme editor. There are two exceptions: Behaviour banner is enabled from App embeds, and Post-purchase picks is added through the checkout editor.
Personalised hero
Replaces your homepage hero banner with a two-column layout — personalised copy on the left, a product card panel on the right showing the visitor's top picks.
Place as the first section on your home page template for maximum impact.
- Go to Home page template in the theme editor
- Click Add section → Apps → Personalised hero
- Drag it to the very top of the template, above all other sections
- Set your default heading, subheading, and button text
- Adjust Top padding if your header overlaps the content — increase until the text clears your navigation bar
- Save and preview on the live storefront (not the editor preview — it won't show personalised content there)
Personalised collection
Shows a curated product grid based on the visitor's category affinity. It works like a personalised featured collection and can be placed on the home page or on a collection template. For automatic filtering and ranking within the current collection, use Picked for you.
Works on home page and collection pages.
On the home page: Add as a section and set a default collection URL. The heading and products update based on what the visitor has been browsing.
On collection pages: You can also add this as a supplementary personalised collection. To filter recommendations to the current collection automatically, use the Picked for you block instead.
Picked for you
The main personalised product grid. It ranks products by visitor affinity, supports configurable columns, and works on the home page or collection pages. On a collection page, it filters recommendations to that collection automatically.
Home page or collection pages.
On collection pages, the block automatically swaps its heading to your Collection page heading setting and filters results to that collection's products. No extra configuration needed.
You may also like
Shows products related to the item being viewed on the product detail page. Recommendations use visitor interests and product context to surface relevant alternatives.
Product pages only.
- Switch to Products → Default product template in the theme editor
- Click Add section → Apps → You may also like
- Place it below the product description and add-to-cart section
- Save — it will appear on all product pages automatically
Cart cross-sell
Recommends complementary products on the cart page, shown below the cart items and above the checkout button. One of the highest-converting placements in the app.
Cart template only.
- Switch to Cart template in the theme editor
- Click Add section → Apps → Cart Cross-Sell
- Place it below the cart section and above the footer
- Set columns (3 recommended) and heading text
- Save and test with an item in your cart — the block hides itself when the cart is empty
/cart with an item added.
Post-purchase picks
Shows recommendations on the thank you page after a purchase. This uses a Shopify checkout extension — it's placed differently from the other blocks.
Thank you page — added via the checkout editor, not the theme editor.
- Go to Shopify Admin → Settings → Checkout
- Click Customize on your checkout
- Use the template dropdown at the top to switch from Checkout to Thank you
- Click Add block in the left sidebar and find Pinpointed Concierge → Post-purchase picks
- Position the block below the order confirmation and click Save
- Complete a test order to verify it appears
Behaviour banner
A floating panel that appears based on visitor behaviour — for example, after viewing a product category multiple times. Appears on every page without needing to be added to each template individually.
All pages — enabled and configured from App embeds.
- Go to Online Store → Themes → Customize
- Open App embeds using the puzzle piece icon
- Find Behaviour banner and toggle it on
- Choose the trigger, then set the banner heading, subheading, and CTA
- Click Save — the banner runs site-wide automatically
The banner dismisses when the visitor clicks the X and respects that choice for the rest of their session. It won't reappear until their next visit.
Personalised Search
Reranks search results based on the visitor's profile — products they're most likely to buy appear first. Works alongside your theme's native search results, not instead of them.
Search results template only.
- Switch to Search template in the theme editor
- Click Add section → Apps → Personalised Search
- Place it above your theme's native search results grid
- Save and test at
/search?q=your+product
Best practices
Start with the homepage
The hero and Picked for you blocks are the fastest way to see value. Add them first, let data build for a few days, then add the product-page and cart blocks.
Don't stack too many blocks on one page
Having both Personalised collection and Picked for you on the home page can feel repetitive. Pick one. Use the other on collection pages instead.
Test on the live storefront, not the editor
The theme editor preview doesn't have a visitor cookie, so personalisation blocks won't show recommendations there. Always open your live store URL to verify blocks are working.
Browse before testing
Visit several product pages in the same category before checking recommendation quality. The engine needs at least 3–5 product views to start building an affinity profile.
Give it a week before judging
Cold-start recommendations (bestsellers, trending) improve as order history and browsing data accumulates. Revenue attribution in the dashboard becomes meaningful after about a week of traffic.
Troubleshooting
Block is in the editor but not showing on the live store
Remove the block from the editor and re-add it. This happens when a block's schema has been updated — Shopify needs a fresh placement to pick up the new version.
Block shows briefly then disappears
The block fetched recommendations and got an empty result. Check that your plan covers this placement (see the block map above). If it should work on your plan, open the browser console and look for any [Pinpointed] errors.
Hero is hidden behind the navigation
Increase the Top padding setting on the Personalised hero block in the theme editor. Start at 80px and increase until the content clears your nav bar.
Cart cross-sell not showing
Make sure there's an item in your cart — the block hides itself when the cart is empty. Also confirm the block is placed as a top-level section on the Cart template, not nested inside another section.
Recommendations aren't personalised yet
New visitors and new stores start with bestsellers and trending products. Browse several products in the same category, wait a minute for the profile to update, then reload — recommendations should reflect your browsing.