Get Started

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1. Create Store #

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 prompt to create a New Store. Follow this guideline:

  1. Insert a Name, usually the name of the store.
  2. In Domain insert the website url.
  3. Choose a language.
  4. Choose a currency.
  5. Choose a platform, in this case WooCommerce.
  6. (Optional) Specify the type of store.

If you need to set up multiple language, webshops or domains, each should have their own Store. You can copy your configuration to new Stores after doing the first setup.

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Analytics

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Audience Insights

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

Main Groups #

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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Analytics

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Chat Analytics

The dashboard gives you a broad insight into how the Chat is performing:

General #

Statistics showing how much visitors use the Chat.

Number of chats #

Total amount of conversations your visitors have had in the period.

Visitor usage #

The percentage of visitors who had at least 1 conversation.

Added Value #

Statistics related to how Chat improves your business.

Converted chats #

Amount of conversations that led to an order being placed.

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Conversations

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Visitors can find products using natural language to refine their search progressively.

Chat can automatically filter your results based on price, brand and other custom attributes: “yellow nike shoes in size 42”.

Semantic product search

Product Comparisons #

Chat provides information about specific attributes of a product like the weight of a tent. Chat is context-aware and knows which page a visitor is currently on.

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Usage

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Usage overview

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.

Company name

Pricing Model #

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.

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Sync

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Data sync

Starting a sync #

You can always start a full sync from my.clerk.io by going to Data > Sync and clicking Start New Data Sync.

This will import all of the latest data from your webshop, using the sync method you have selected.

Information #

This section provides quick insights into the state of your sync:

  • The number of products, categories, pages, orders, and customers that have been imported
  • Timestamps for when a sync or analysis was last attempted and completed
  • Timestamps for when a sync or analysis last registered a change to a product

The Sync Details relate to when Clerk last fetched data from the webshop, while the Analysis Details relate to when Clerk last processed and saved the data.

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Design Editor

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Design Editor

Basics #

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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Analytics

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Email Analytics
This dashboard gives you a thorough overview of how your recipients use your Clerk-enhanced emails, both in terms of what works and what needs to be improved.

Timeframe #

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.

Labels #

Used to identify each Email Embed or Campaign. You can define these yourself, usually in Email Content or the Campaign settings.

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Campaigns

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Merchandising Campaign
Merchandising gives you a high degree of control over the products shown by Clerk, like boosting products on sale, prioritising specific brands, hiding out-of-stock products and much more.

Basic Info #

Campaigns always have a Name of your choice. Optionally, you can add a Description for reminding yourself and your colleagues of the campaigns purpose.

Scheduling #

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.

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First Login

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After getting access to your new account at my.clerk.io, you will go through these steps:

  1. Creating a Store
  2. Installing a Clerk plugin or setting up an Integration with your platform
  3. Syncing your catalogue
  4. Creating designs
  5. Adding Clerk elements to your site