Magento 2

Recommendations

General #

Clerk.io’s Recommendations can be installed on any page of the webshop, to help customers find the right products.

With the Setup Guide, you can see which pages to install recommendations on, and which types to use, to get our Best Practice running.

From the main menu start by clicking on Getting Started:

1. Create a Standard Design #

The first thing you need to do, is create a Standard Design for your sliders.

You can use the Setup Guide under Recommendations - Create a design for your recommendations sliders - to quickly create a Design that has the same color scheme and style as your webshop.

Click Publish when you are happy with the styling.

You can easily change this later, under Recommendations: Designs, click the edit button.

Next, each step of the Setup Guide focuses on a specific page of the webshop.2. Selecting Which Recommendations To Use

They contain information about

  • Why recommendations are important on the page.

  • Which recommendations types to use.

  • Where on the page they should be placed.

Click for each type of recommendations you want to use and follow the steps.

Please bare in mind: by only clicking on each block of Recommendations they will turn green  as if they were installed - they are not - you still need to click and follow the steps.

3. Inserting Recommendations #

After choosing which recommendations to use for a page, you can add them to your webshop.

3.1 Inserting with Extension OR Embedcodes #

Some pages allow recommendations to be added directly through the Extension or Embedcode:

Here are the pages allowing both kind of integrations:

- Add recommendations to your product page

- Add recommendations to your cart page

-  Show most popular products in your category pages

Click on each one and choose the method you want to use for the integration and follow the steps.

Here is an example of how to Add recommendations to your product page:

- Method 1: with the extension (follow the steps)

Click on DONE

- Method 2: with embedcode (follow the steps)

Click on DONE

Some embed codes require need variables like product or category-IDs. In these cases, simply choose Magento 2 from the Choose Platform dropdown, before copying the embedcode.

3.2 Inserting only with Extension #

These pages only allow an integration though the Extension:

- Show add-to-basket recommendations

- Add exit-intent recommendations

Click on each one and follow the steps.

Here is an example of how to Show add-to-basket recommendations:

Click on DONE

3.3 Inserting only with Embedcodes #

These pages only allow an integration with embedcode:

- Add recommendations to your home page

- Add content recommendations to your blog or news

For each type of recommendations, simply copy the embedcode and insert them to the file that generates the relevant page in your webshop.

Here is an example of how to Add recommendations to your home page:

Click on DONE

You can easily change your content later, under Recommendations - Content in the left menu.

Change Content

After enabling the features, you will be able to see Clerk.io’s RECOMMENDATIONS function on your webshop.

Add-to-basket step #

  1. If you haven’t already, create the Content that you want to use in your Add-To-Basket Step (Power Step).

  2. In the Magento 2 backend, go to Stores -> Configuration -> Clerk -> Configuration and find Powerstep settings.

  3. Set Enabled to Yes.

  4. Choose the Popup or Page option, and type in the ID’s of your Content blocks, separated by commas.

  5. Click Save Config.

You can find the ID’S of each Content blocks you have created in your Clerk backend( my.clerk.io), under Recommendations -> Content -> Edit (the number of Content varies between 1 to 4 for the Add-To-Basket step):

Here is an example of how to find the Content ’s ID:

Exit Intent #

The Exit Intent popup reacts when a visitor tries to leave your webshop. It pops up and displays interesting products, possibly converting a leaving visitor to a buying customer.

Setup with Extension #

From v2.2.3, Exit-Intent can be activated directly from the plugin with these steps:

  1. Make a new of Website Content in my.clerk.io and name it “Exit Intent”

  2. Choose a logic for it - We suggest “Visitor Recommendations”.

  3. In the Magento2 backend, go to Stores->Configuration->Configuration in the side-menu and find Exit-Intent Settings.

  4. Check the Enabled box, and make sure that the Content field contains “exit-intent”.

  5. Click Save Config to activate it.

Setup Manually #

The setup is 4 steps:

  1. Make a new of Website Content in my.clerk.io and name it " Exit Intent"

  2. Choose a logic for it - We suggest “Visitor Recommendations”.

  3. From Insert Into Website, copy the provided embedcode to the top of this Magento2 file, in FTP:

    vendor->clerk->magento2->view->frontend->templates->tracking.phtml

  4. Add:  data-exit-intent=“true” to the embed code you just placed. Like so:

Example embed code

<span class="clerk"
  data-template="@exit-intent"
  data-exit-intent="true">
</span>

Inserted in tracking.phtml

Now you will see the exit intent pop-up when anyone tries to leave the page.

Remember to style your content in Designs at my.clerk.io

All recommendations containing the  data-exit-intent=“true” will trigger the exit intent pop up.