What's new in IdealData

A chat bubble now sits in the app at all times so you can message our support team directly, instead of using the old feedback form. If you manage your store through the Shopify or BigCommerce admin panel, the same chat is now built right into those embedded views too, so you never have to leave to get help.

Replies come from a real person on our team, shown with their name and photo, so conversations feel more personal and you can keep track of who you're talking to.

Adobe Commerce stores can now enable, disable, and rotate IdealData's tracking pixel entirely from the Sources page — no manual configuration inside Magento needed. The setup screen checks your store's live status and tells you exactly what's going on: tracking is working, the tracking module needs to be installed or updated, or we couldn't reach your store to confirm.

If IdealData notices your store's settings have drifted from what it expects, it automatically repairs them in the background and lets you know. This keeps your ad and analytics data flowing accurately without you having to dig into Magento settings.

Works with Hyva & Luma themes natively.

Open purchase orders that are still waiting on internal sign-off or vendor confirmation now appear directly on your inventory timeline and inbound shipments view, clearly labeled with what's holding them up — for example "awaiting vendor confirmation" or "awaiting your authorization."

These are shown for visibility only and never count toward your coverage numbers, so you can see at a glance which orders still need action without affecting your reorder math.

We fixed an issue where products with no active vendor — for example, items you've discontinued or marked as no longer orderable — could still trigger low stock alerts. These products are now correctly excluded.

You should no longer see reorder alerts for items you've already decided not to restock.

Low Stock Warning settings now include a "Suppression Timeframe" option. After a low stock alert for a product is resolved, IdealData will wait the number of days you set before raising a new alert for that same product — giving your inventory system time to catch up after you reorder.

This helps cut down on repeat alerts for fast-selling items that would otherwise re-trigger every time stock is checked. The default is 7 days, and you can set it anywhere from 0 (no cooldown) to 365 days.

When a customer signal clears itself automatically — for example, once a visitor's session ends — it no longer just vanishes from the customer's page. It now moves into a history section where you can still see it.

This gives your team a clear record of what happened and when, instead of wondering why a card disappeared.

If your organization manages multiple brands, you can now switch between them right from the header, without logging out or changing accounts.

Your last selected brand is remembered, so you land back where you left off next time you sign in.

Inviting a teammate now happens entirely inside IdealData: enter their email, first name, and last name, and send the invite without being redirected to an outside page.

You'll see a clear success message once the invite is sent, and your team list updates right away.

When your team emails back and forth with a shopper before they order, those conversations now show up right in that shopper's journey timeline alongside calls, cart activity and site visits. You'll see the subject line, who sent it, and whether it was inbound or outbound.

This gives you a fuller picture of what led to a sale, so you can see exactly how a conversation turned into an order.

Timestamps in a shopper's journey and on their order details now use your store's configured time zone, not the time zone of whoever is viewing the page. This includes the order's creation date shown in order details.

This keeps timing consistent for everyone on your team, no matter where they're logged in from.

When a high-value customer starts browsing your storefront, you'll now get an alert in Slack or Microsoft Teams showing their name, how long they've been online, and why they're a VIP (their lifetime value). The alert also appears in your feed and on their customer page, with a one-click Call Customer button so your team can reach out while they're still shopping.

This helps your team catch high-value shoppers in the moment and offer a personal touch before they move on.

Shopper journey timelines now correctly identify which touch was first and which one led to the order. Order confirmation pages are no longer mistaken for the first touch — this fix now covers Shopify, Adobe Commerce, BigCommerce and WooCommerce stores.

This gives you a more accurate picture of how shoppers actually found you, across every platform you sell on.

You can now choose how IdealData identifies your VIP customers instead of relying on a fixed definition. Pick the method that fits your business — top lifetime-value percentile, average order value, or trailing 12-month revenue — and set your own thresholds in your segment settings. As you adjust the numbers, a live preview shows how your VIP group changes right away.

This also fixes an issue where, for stores using the lifetime-value method, the VIP calculation could misread the threshold and produce inaccurate VIP counts. VIP counts and lists across the platform now reflect your chosen definition correctly.

Customer journey timelines now show website visits, cart activity like items added or removed, and the order that starts the journey, with more accurate conversion status.

Every step in the timeline now gets a clear label like "Cart activity", "Page visit", or "Order activity", replacing the old generic "In between" tag. Icons also show more detail at a glance, such as whether an item was added, removed, or abandoned, so you can scan a customer's history and immediately understand what happened at each step.