General #
Clerk.io’s Recommendations can be installed on any page of the webshop, to help customers find the right products.
With the Setup Guide, you can see which pages to install recommendations on, and which types to use, to get our Best Practice running.
From the main menu start by clicking on Getting Started:
Create a Standard Design #
The first thing you need to do, is create a Standard Design for your sliders.
You can use the Setup Guide under Recommendations - Create a design for your recommendations sliders - to quickly create a Design that has the same color scheme and style as your webshop.
Click Publish when you are happy with the styling.
You can easily change this later, under Recommendations - Designs, then click the edit button.
Selecting Which Recommendations To Use #
Next, each step of the Setup Guide focuses on a specific page of the webshop.
They contain information about
Why recommendations are important on the page.
Which recommendations types to use.
Where on the page they should be placed.
Click for each type of recommendations you want to use and follow the steps.
Please bare in mind: by only clicking on each block of Recommendations they will turn green as if they were installed - they are not - you still need to click and follow the steps.
Inserting with Extension OR Embedcodes #
Some pages allow recommendations to be added directly through the Extension or Embedcode:
Here are the pages allowing both kind of integrations:
- Add recommendations to your product page
- Add recommendations to your cart page
- Show most popular products in your category pages
Click on each one and choose the method you want to use for the integration and follow the steps.
Here is an example of how to Add recommendations to your product page:
- Method 1: with the extension (follow the steps)
Click on DONE
- Method 2: with embedcode (follow the steps)
If you want to customise the placement of the banners, you can use the embedcodes.
Click on DONE
Some embed codes require variables like product- or category IDs. In these cases, simply choose Magento from the Choose Platform dropdown, before copying the embedcode.
Inserting with Extension only #
These pages only allow an integration though the Extension:
- Show add-to-basket recommendations
- Add exit-intent recommendations
Click on each one and follow the steps.
Here is an example of how to Show add-to-basket recommendations:
Click on DONE
Inserting with Embedcodes only #
These pages only allow an integration with embedcode:
- Add recommendations to your home page
- Add content recommendations to your blog or news
For each type of recommendations, simply copy the embedcode and insert them to the file that generates the relevant page in your webshop.
Here is an example of how to Add recommendations to your home page:
Click on DONE
You can easily change your content later, under Recommendations - Content in the left menu.
Change Content
After enabling the features, you will be able to see Clerk.io’s RECOMMENDATIONS function on your webshop.
Add-To-Basket Step #
Setting up #
If you haven’t already, create the Content that you want to use in your Add-To-Basket Step (Power Step).
In the Magento backend, go to the extension page at System->Configuration->Clerk->Settings and enable it under Power step settings.
Choose either the Page or Popup option, and type in the IDs of your Content blocks, separated by commas. This defines which recommendations to show.
Click Save Config.
Styling #
The popup or middle-page in the Magento extension has a standard design, that you might want to change, to streamline it with your webshop.
First, these files handle the HTML of the page and popup respectively:
(Full Page) app->design->frontend->base->default->template->clerk->powerpage.phtml
(Popup) app->design->frontend->base->default->template->clerk->powerpopup.phtml
These files can be changed, and new classes can be added if necessary, to change the styling of individual parts:
The extension also has a specific CSS file that can be modified:
skin ->frontend->base->default->clerk->style.css
This file allows you to add and modify CSS specifically for the extension:
You can find the ID’S of each Content blocks you have created in your Clerk backend( my,clerk.io), under Recommendations -> Content -> Edit (the number of Content varies between 1 to 4 for the Add-To-Basket step):
Here is an example of how to find the Content ’s ID:
Exit Intent #
The Exit Intent popup reacts when a visitor tries to leave your webshop. It pops up and displays interesting products, possibly converting a leaving visitor to a buying customer.
Setup with Extension #
From v3.1.2 of the Magento extension , Exit-Intent can be activated directly from the extension.
Make a new of Website Content in my.clerk.io and name it “Exit Intent”
Choose a logic for it - We suggest “Visitor Recommendations”.
In the Magento backend, go to System->Configuration->Clerk Settings and choose the correct store-view for your store.
Locate Exit Intent Settings. Set Enable to YES, and make sure that the Content field contains “exit-intent”.
Click Save Config to activate it.
Now customers will see the exit intent pop-up the first time they try to leave the page.
Setup Manually #
If you run an older version of the extension, or want to manually configure Exit-Intent, follow these 4 steps:
Make new of Website Content in my.clerk.io
Choose the right logic for it - We suggest “Visitor Recommendations”.
From Insert Into Website, copy the provided embedcode to this Magento file through FTP:
app->design->frontend->base->default->template->clerk->tracking.phtml
Add data-exit-intent=“true” to the embed code you just placed.
Example
<span class="clerk"
data-template="@exit-intent"
data-exit-intent="true">
</span>
Inserted in tracking.phtml
Now customers will see the exit intent pop-up the first time they try to leave the page.
Remember to style your content in Designs at my.clerk.io
All recommendations containing data-exit-intent=“true” will trigger the Exit Intent pop up.