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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Chat Analytics connects visitor conversations with revenue, estimated time saved, conversation topics, and unsolved chats.
The overview cards show Chat activity for the selected period:
Revenue after a chat is the full order value. Revenue from clicked products is included in that value, so do not add the two figures together.
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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.
After you click Start New Data Sync, Data Sync shows the expected wait and queue status before processing begins:
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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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Use the date-range selector to review 30 days, 90 days, one year, year to date, all data, or a custom period.
The overview cards show three parts of email revenue for the selected period:
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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: