A field guide to Shopify marketing appsOur approach
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Print one sheet for each visit, or save as PDF. Keep recordings and private shopper details inside your approved tools.

Merchant Shortlist · Free field sheet

The five-session watch sheet

One question. Five visits. A next step you can explain.

Five is a small review batch you can finish. It is not proof of a trend or a reliable sample of every shopper. Use one copy per visit.

My one question / page / device type
Visit number (1–5) / date / source

1. What did I see?

Write the action and timestamp. Example: “At 0:34, three taps on the size guide, then a page exit.” Do not add a reason yet.

Observed action and time
What happened next?

2. What might explain it?

Example: The size guide may not open. Another possibility: the shopper was comparing sizes for later.

My first guess
Another possible reason

3. How can I check?

  • Try the step on the same kind of device.
  • Check whether the replay itself missed or misrendered something.
  • Read related shopper questions or support notes.
  • Look for the pattern in other relevant visits.
Result of my check / evidence still missing

4. What is the smallest useful change?

Change / date / what I will check afterward

Keep a known fault separate from a guess about motive. Count relevant visits, carts, and paid orders over matching dates. A replay cannot prove that a later sale was caused by your change.