Before you start!

Make sure that you have made the initial integration on the webshop so that Clerk.io is synced with your product catalog and order history.

1. Create an Email Design

The first thing you have to do is create a Design for your emails. You can create as many different designs as you want and each Design can be used across many different recommendations blocks.

Check out how to style Email Designs here.

  1. In my.clerk.io backend, look for Email.

2. Under Email, click on Designs. 

3. Click New Design and give it a name.

4. Pick your starting Design for your platform, from the dropdown.

5. After that, choose the basic Design that you would like to apply on the sliders.

6. Then click on Create Design:

7. OPTIONAL Add any desired HTML and CSS to your email design.5. Click Update Design when you are done.

2. Create Your First Email Content

Each type of Email recommendations should have its own Content block. These Content blocks control how many products to show, which logic to use, if any filters should apply, etc.

Read more about working with Email Content here

1. 

Go to Email.

2. Click Content and Add Email Content and give it a name.

3. Set the goals that you would like to accomplish in order to choose the correct slider for your specific situation. After that, Create Content.

4.  The Product logic would be chosen depending on your goals, but you are always more than welcome to change it.

5. Select the Number of products you want to show and choose one of the designs you have created. Click Update Content to save your changes.

3. Get the Embedcode

1. Under Insert into email, choose eMail Platform as the E-mail Platform.

2. OPTIONAL: Depending on the Content Logic you have chosen, you might need to add extra data like keywords or a category ID.

3. Click Copy Embed Code To Clipboard on the Content page. 

4. Embedding the Recommendations

NOTE: If you are using V1, you need to contact eMail Platforms support to enable Advanced Mode, which includes HTML editing.

Alternatively, their support can help you upgrade to V2 easily.

1. In the eMail Platform backend, go to Email Campaigns -> View Email Campaigns.

2. Choose a Campaign you want to display recommendations in.

3. If eMail Platform has helped you enable Advanced Mode, click on the Switch Mode button in the menu, and then OK in the dialog-box.

4. Then, click on the HTML button that appears in the menu. 

5. Insert the embedcode to the part of the HTML where you want recommendations to be shown and click Update.
 

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