Using Clerk.io in Your Store

Using the Clerk.io Plugin with WooCommerce

Using the Clerk.io Plugin with WooCommerce Carlen Wilutis

Data Sync Settings in my.clerk.io

In my.clerk.io, click "Data" in the left-side menu and scroll down to "Data Sync Settings" to set and adjust your Clerk.io backend settings with WooCommerce.

Here, you enter your Store URL, the page size of your synced data, and sync time (the time of day your data syncs, default is whenever needed).

Plugin Settings in WooCommerce

After downloading the Clerk.io plugin, you can access this from your main left-side menu in your WooCommerce admin page by clicking "Clerk".

General & Customer Sync

In the General section, after adding your Public and Private Keys, you can choose the language for the Clerk.io plugin. Your Import URL, which you added to your my.clerk.io Data Settings, is also located here for reference.

Under Customer Sync, you have the option to add customer data fields that you use in your store. Be sure to check the "Enabled" box to sync things customer details with Clerk.io.

Data Sync

In the Data Sync section, you have the option to:

  • Use Real-Time Updates to sync your data to Clerk.io in real-time once changes are made.

  • Include Pages: Checking the box next to "Include Pages" allows the different pages in your store to be synced along with your Product data.

    • Type in the data fields you'd like to sync from your pages under "Pages Additional Fields", separated by commas. This could include "URL" or "images" for example.

  • Check the appropriate boxes to Include Out of Stock Products, Collect Emails, and/or Collect Baskets data to sync with Clerk.io.

  • Additional Fields: Here, you can add a comma-separated list of any additional Product Data fields you'd like to sync to Clerk.io from your WooCommerce store.

  • You can also check the box to Disable Order Synchronization with Clerk.io if needed.

Search Settings

In this section of the plugin, you'll set the different options for your Clerk.io Search Page.

  • Choose your page type for your Search Page from the dropdown, like "Example Page" in the example here.

  • Content: Enter the name of your Clerk.io Search Page Content here, found in embed code for that Content in your store's my.clerk.io backend, often something like search-page.

  • No results text: Enter the text you'd like to display on the Search Page if a search returns no results here, and set the text for the "Load More" button in the following field.

Live Search Settings

Enable your Clerk.io Live Search by checking the first box in this section.

  • Select "Include Categories" to show search results when a query matches Categories in your store

  • Set the number of Product suggestions, number of categories, and number of pages to display in your Live Search results in the following dropdown selections.

    • Select the page type you'd like to return as page results in the next dropdown, such as Blog Posts or CMS Pages.

  • Choose the position of the Live Search dropdown results, then enter the Input Selector and Form Selector for your live search found in your store by inspecting the Search box with your browser.

  • Finally, enter the name of your Live Search Content from the Content embed code in my.clerk.io, often something like "live-search".

Faceted Navigation

To add facets to your Search Page, first be sure to check the "Enabled" box under Faceted Navigation.

  • Type in the value of an attribute you'd like to include in your facets in the "Add Custom Attribute" box. Click "Add" to add.

  • Once added, your added attributes will appear under Facet Attributes. In this section, you can create the Title to be display for that facet, and what position in the list of facets you'd like that attribute to appear. Check the box under "Show" to show that attribute in your facets.

Powerstep & Exit Intent Settings

In the Powerstep Settings section, you can enable the Clerk.io Powerstep by first checking the box, then set:

  • Powerstep Type: Choose the type of powerstep you'd like to enable from the dropdown menu, like "page" or "popup".

  • Powerstep Page: Choose the page for the Powerstep to appear, between "Front Page", "Example Page", "Cart", etc.

  • Contents: Here, you'll enter the Content you've created for your Powerstep in my.clerk.io, which is listed within the Content embed code as your data template name, which looks something like: "data-template=YOUR-CONTENT-NAME"

Under Exit Intent Settings, you can enable your Clerk.io exit intent content by checking the box, then enter the name of the exit intent Content you've created for your store, which can be found the same way as your Powerstep Content.

Category, Product, and Cart Settings

In these sections, you'll enable and add the Content names for Recommendations content you'd like to add to your Category, Product, and Cart pages.

Check the "Enabled" box under the appropriate page section, and paste the Content name in the "Content" box to include that content on the page. In this example, we've added category-page-popular in the Category content.

To find the name of the content you'd like to add,

Logging

You can log plugin Errors, Warnings, and Debugging to my.clerk.io. In the Logging section, check the box next to "Enabled" to enable logging, then select the desired Log Level from the drop down menu.

  • Log Levels include Errors and Warnings, Only Errors, and Errors + Warnings + Debug Mode.

  • Finally, choose where you'd like these logs to show up. In this example, Errors and Warnings log to my.clerk.io.

Did this answer your question?