The first step of installing Clerk.io, is connecting your store with your Clerk.io account.
After following these simple steps you will be able to see your Demo Store, which gives you a personal overview of how Clerk.io will work on your webshop, before setting up the rest of the system.
After logging in to my.clerk.io, the first thing you need to do is add your store:
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Get Clerk up and running on your WooCommerce store in just a few steps. This guide walks you through creating your Store, installing the plugin, and syncing your data.
Each Clerk setup is configured on a Store in my.clerk.io.
This will contain all the data you upload, and allow you to interact with it through its Public API key.
If it is the first time you login in my.clerk.io, you will be prompted to create a New Store.
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This dashboard breaks down your customers into groups based on their purchase frequency and life cycle. This helps you identify potential risks of losing customers but also oppurtunities of reactivating customers. Clerk.io
Customers are divided into 4 groups based on their purchase frequency and the revenue they generate.
These groups are dynamic which means they will change as your customer behaviour changes over time. The groups always reflect the current order history that Clerk has access to.
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The dashboard gives you a broad insight into how the Chat is performing, and allows you to check details about individual chats.
This section shows gives you a broad overview of how many visitors use Chat, how much estimated time you save compared to manual support and how much revenue you generate.
Here you can dive into individual conversations by topic:
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On the Usage page you can see your full usage history for each Clerk product and the estimated usage for the coming month.
Navigate to the Usage page by clicking the Store dropdown in the upper left corner and then COMPANY NAME > Usage, or simply by searching for Usage in the top of the page.
Fairness is important to us, so we only count usage when we successfully deliver results back. If a search, recommendation or email returns no results, no usage is counted.
...You can always start a full sync from my.clerk.io by going to Data > Configuration and clicking Start New Data Sync.
This will import all of the latest data from your webshop, using the sync method you have selected.
This section provides quick insights into the state of your sync:
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When you are working with Content to add Clerk.io elements to your site, the Design Editor can be used to control the look and feel of the elements.
You can create any number of designs that you want, and any amount of Content blocks can use the same design.
When you go to the Designs page for Search / Recommendations / Email, you can see a list of all your designs, including their IDs.
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By default, the dashboard shows the performance over the last 30 days, but this can be customised with the date-range selector in the top right corner.
Used to identify each Email Embed or Campaign. You can define these yourself, usually in Email Embeds or the Campaign settings.
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Campaigns always have a Name of your choice. Optionally, you can add a Description for reminding yourself and your colleagues of the campaigns purpose.
Decide whether a campaign should run indefinetely or during a specific timeframe. Scheduling is particularly useful if you only want to influence results during a period like the week of Black Friday or during your Christmas sales.
...After getting access to your new account at my.clerk.io, you will go through these steps: