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Shopify Getting Started (Vintage themes)
Shopify Getting Started (Vintage themes)
Getting started with our personalisation suite on Shopify Vintage themes
John Barton avatar
Written by John Barton
Updated over a week ago

This guide continues from the Shopify Installation article and walks you through setting up PureClarity on our personaliusation suite plan. We recommend booking in a call with your dedicated success manager who will be able to assist you in getting started.

SHOWING PURECLARITY CONTENT

PureClarity shows personalised content on your shop. This converts more customers, and increases the average basket value.

There are lots of different content types PureClarity can show, including personalised recommendations, banners, pop ups and unique chat experiences. PureClarity can also personalise your customer emails as well!

There are 3 steps to getting started and showing PureClarity content.

  1. Defining where in your Shopify themes you want to show it

  2. Enabling the PureClarity Shopify App

  3. Setting up what to show in your zones

SETTING UP ZONES IN YOUR THEMES

PureClarity zones are the areas on your site where you want to show PureClarity content. The good news is these are easy to set up. In fact PureClarity automatically adds the PureClarity snippets to your Shopify theme during installation if you selected a theme when creating your account!

PureClarity adds our zone snippet into the following files in a theme:

templates/product.liquid
templates/collection.liquid
templates/list-collections.liquid
templates/cart.liquid
templates/search.liquid

The zone snippets are added to the bottom of each file. You may want to edit the theme manually to adjust the location of each zone. You can also add more zones, and add zones onto other pages. This is discussed in the section Altering Your Theme below. Note that we do not install into the homepage - we discuss below about adding a zone to the homepage.

You can add our zones to more themes in the "Shopify Theme Manager" page.

From here you can easily add and remove the PureClarity snippets from your themes.

ENABLING PURECLARITY

Press "Enable PureClarity" from the dashboard.

The PureClarity script will now run on your site, and collect data about what all of your customers are doing. Once you have set up some campaigns these will show to your customers.

SETTING UP CAMPAIGNS

PureClarity has some automated wizards to help you get started. You can follow these to set up our automated recommendations for your customers.

Simply click on "Campaigns" and follow the on screen instructions to get started!

We recommend you add the "Embedded Recommender" Campaigns to get started.

If you do, PureClarity will create some campaigns for you:

Please note that for test stores PureClarity may not always show recommendations on all pages. If you want to test the recommendations we recommend you:

  • Set the minimum number of items to show for a campaign to 1. Often there are not many recommendations PureClarity can make in test stores, so setting to 1 gives a greater chance of the recommender showing.

  • Use a Custom Recommender, and set the source to be Manual Product Recommender. This allows you to choose the products to show.

ADDING A ZONE TO THE HOMEPAGE

The homepage of your theme is controlled using the Shopify Page Builder. This means you can edit it and see changes as they are made. This makes adding PureClarity zones to the Homepage quick and simple.

  • Click on Themes in the Shopify Admin:

  • Click Customize. Remember - it is safest to make a copy of your theme first, and make changes to the copy.

  • Click "Add Section" on the Homepage.

  • Find "PureClarity Zone", click on it, and then "Select"

  • Enter the ID of the zone. For the homepage, choose "HP-01" as this matches to the ID used in one of the "Embedded Recommender Campaigns" you set up in PureClarity. If you add more zones use "HP-02", "HP-03" etc.

  • Hit "Save" (top right of the screen), and your new zone should show some PureClarity content!

If you have followed the steps above now would be a great time to visit your store front and click around. You should see PureClarity recommend products, and the more it learns about what you like - the better the recommendations!

NEXT STEPS

Now PureClarity is enabled, you can start to use all of our features. We recommend you book a call with our Customer Success team. You can book a time that is best for you directly from PureClarity.

In our dashboard you can find a list of recommended Next Steps. Each is a personalised recommendation for what you can do next in PureClarity. This includes:

  • Setting up the AI recommender campaigns (done above)

  • Setting up unique experiences for different customer segments such as "first time visitors".

  • Creating personalised pop ups

  • Enabling our integrated live chat

  • Setting up email campaign widgets, so you can show personalised recommendations to your customers when you email them

Over time more suggestions appear in the app and our Admin, so make sure you keep coming back.

ANALYTICS

PureClarity shows a summary of some useful analytics in the dashboard, which are updated in real time. You can find more detailed analytics in the Analytics section.

PURECLARITY RECOMMENDER TEMPLATES

Recommenders can be styled to match the design of your site. We provide a number of out of the box Recommender Templates that you can adapt. You can edit the Recommender Templates in the PureClarity admin. More information can be found in our template documentation. Please contact support if you need help styling up the recommendations to match your site.

ALTERING YOUR LIQUID THEME

PureClarity automatically adds our zone snippet to your themes. You can manage this in the "Shopify Theme Manager" page.

If you need to move where the zone snippets are, or add more zones we recommend that you make a copy of your current store theme before starting this. This allows you to be confident of how PureClarity will look before you use it on your live site.

To make a copy of your Theme, go to:

Online Store -> Themes

Your current theme will be shown. Click the “Actions” button and click “Duplicate”.

Follow the instructions above to install PureClarity on the duplicate theme.

Next, on the duplicated theme (which will be shown below your current theme), click “Actions” and then “Edit code”.

ADDING AND EDITING ZONES

PureClarity Merchandising zones are used to show personalised content to your customers. These can be recommenders (such as “Suggested for You”) – image banners, carousels, or custom HTML. The content is setup in the PureClarity admin.

To include zones on your site – all you need to do is find where in your liquid templates you want to show the zones and add the following snippet:

{% include 'pureclarity-zone' with id:'HP-01' %}

Replace HP-01 with the zone reference you want. PureClarity comes with some merchandising zones setup out of the box for you. These are set to show personalised recommendations. Simply add the pureclarity-zone reference as required, and use the following references:

Homepage: HP-01, HP-02, HP-03, HP-04

Product Page: PP-01, PP-02

Basket Page: BP-01, BP-02

PureClarity can show up to 8 zone’s per page, but 4 is usually enough. There are many other page types you can add zone’s to. Please see our Best Practice Guide on the placement of merchandising zones on your site.

Once you are happy with your changes, and the PureClarity integration – simply make your theme the live theme on your site. To do this:

  1. Go to “Online Store” -> “Themes”

  2. On your copied theme, click on “Actions” and then “Publish”

BRANDS

PureClarity allows you to promote brands (Shopify Vendors) on your site. PureClarity will show brands in the following area:

  • Brand Recommenders – PureClarity will show appropriate brand recommenders in the merchandising zone. These include recommenders such as, “Recommended Brands for You” and “Best Selling Brands”.

In order to use these, PureClarity looks for Collections that are setup with a single rule – “Product Vendor is equal to “. Collections like this are interpreted as being “Brands”, and the Name, Description and Image of the collection will be used for the brand. If you don’t want to show brand recommenders, then you can turn them off from the PureClarity admin, under “Configuration” – “Recommenders”.

You might already have collections setup for this. If not then you can create them and PureClarity will automatically start to use them.

BILLING

To continue to use PureClarity after the free trial you must sign up. As a Shopify customer you will be billed via your Shopify account every 30 days. Click on "Billing Management" on the Dashboard, or go to "My Account" -> "Billing" to sign up.

PureClarity offers a tiered pricing structure. You can find out more about our pricing on our pricing page. You can sign up by selecting the most appropriate plan. You will be redirected to Shopify to authorise the charge.

If your usage goes over the maximum for your chosen plan you will be prompted via email and in the app to upgrade to a higher plan.

During this time PureClarity will attempt to contact you in order to solve this issue and answer any questions you might have regarding the payment increase. Eventually, if after a notable amount of time we have failed to make contact or the increase has not been authorised, we may suspend the service until this issue is resolved.

UNINSTALL

HOW TO UNINSTALL THE APPLICATION

To avoid any errors occurring on your site after uninstalling PureClarity, the first step is to remove any PureClarity snippets that you have added to any of your pages. Please see the section above, Working With Themes that lists the files PureClarity automatically installs.

Note that you can use the "Shopify Theme Manager" to remove any automatically inserted assets and zones. For any zones that you have manually added, these will need to be manually removed. To do this go to the “Online Store” section of the Shopify Admin, click the “Actions” button and select “Edit Code”. Go to any file that contains PureClarity snippets (files that have been edited can be identified by looking for the small purple circle next to the name of the file) and remove the snippet from the file, remembering to save after each edit.

Finally, go to the “Apps” section of your Shopify Admin, find the PureClarity Application inside of the “Installed apps” section and click the uninstall application button to the far right of the application name, as shown in the following image:

PureClarity will be uninstalled, and data associated with your store and your users will be deleted. Please note that PureClarity is fully GDPR compliant.

We'd love if you could let use know why you're uninstalling as this helps us improve our offering so we that can deliver the best possible service.

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