> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pureclarity.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Shopify Personalized Recommendations Plan

> Complete setup guide for Shopify stores using PureClarity's automated personalized recommendations plan with step-by-step wizard configuration

The automated personalized recommendations plan provides a streamlined, wizard-guided setup process that gets your Shopify store running with AI-driven product recommendations quickly and efficiently.

<Info>
  This plan focuses specifically on automated product recommendations and includes pre-built templates and configurations optimized for immediate deployment.
</Info>

## Getting Started with the Setup Wizard

When you select the automated recommender plan, PureClarity launches a guided wizard to walk you through the entire setup process.

1. Click **Next** to begin the wizard
2. **Choose your recommendation style** from pre-built templates
3. **Enable PureClarity** on your chosen theme
4. **Add recommendation blocks** to your pages

## Step 1: Selecting Recommendation Templates

PureClarity provides multiple pre-built recommendation styles designed for different use cases and aesthetic preferences.

**Template categories:**

* **Minimal designs**: Clean, simple layouts that integrate seamlessly
* **Rich media**: Visual-focused templates with enhanced product imagery
* **Compact displays**: Space-efficient designs for sidebar placement
* **Full-width banners**: Prominent recommendations for high-impact areas

<Tip>
  Choose templates that match your store's design aesthetic. You can customize templates further on the personalization suite plan.
</Tip>

Select your preferred template and proceed to the next step. **Complete each step before advancing** to ensure proper configuration.

## Step 2: Theme Installation

Installation methods vary based on your Shopify theme type. PureClarity automatically detects your theme version and provides appropriate instructions.

### Online Store 2.0 Theme Installation

<Note>
  2.0 themes offer streamlined app integration with automatic block management and easier setup.
</Note>

**Setup process:**

1. Click **Enable PureClarity** next to your 2.0 theme
2. **Enable the PureClarity Script** - this activates customer tracking and personalization
3. In the wizard, click **Next** to proceed
4. **Watch the setup video** provided in the wizard
5. **Add 1 or more PureClarity blocks** in Shopify

**Recommended block placement:**

| Page Type        | Recommendation | Benefits                                                                                |
| ---------------- | -------------- | --------------------------------------------------------------------------------------- |
| **Homepage**     | 1-2 blocks     | Show trending products to new visitors, personalized selections for returning customers |
| **Product Page** | 1-2 blocks     | Display related and alternative products for faster discovery and upselling             |
| **Cart Page**    | 1 block        | Increase average order value with relevant basket-based recommendations                 |

### Vintage Theme Installation

For vintage themes, PureClarity automatically adds zone snippets to key template files:

**Auto-installed locations:**

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

**Zone snippet placement**: Added to the bottom of each file for immediate functionality.

#### Customizing Zone Placement

<Warning>
  Always duplicate your theme before making manual changes to ensure you can safely test modifications.
</Warning>

**To modify zone placement:**

1. Go to **Online Store > Themes**
2. Click **Actions > Duplicate** on your current theme
3. Make changes on the duplicated theme
4. Test thoroughly before publishing

**Adding additional zones:**
Insert this snippet where you want recommendations to appear:

```liquid theme={null}
{% include 'pureclarity-zone' %}
```

**Publishing changes:**

1. Go to **Online Store > Themes**
2. On your modified theme, click **Actions > Publish**

## Step 3: Completing Setup and Activation

Once blocks are added, PureClarity begins displaying recommendations immediately:

<Info>
  Initial data sync may take time. Recommendations significantly improve over the first 24 hours as the AI learns from customer behavior.
</Info>

**Completing the wizard:**

1. Verify blocks are displaying content
2. Complete the wizard to access the dashboard
3. Review real-time performance statistics

## Dashboard Overview and Management

The PureClarity dashboard provides real-time insights and management tools:

### Performance Analytics

**Key metrics displayed:**

* **Recommendation performance**: Click-through rates and conversion data
* **Revenue attribution**: Direct revenue impact from recommendations
* **Customer engagement**: Interaction patterns and behavior insights
* **Time period controls**: Adjustable reporting periods for analysis

### Management Features

Access these settings through the main menu:

**Auto Recommenders**

* **Template selection**: Change recommendation display styles
* **Layout options**: Adjust appearance and positioning
* **Content filtering**: Control which products appear in recommendations

**Shopify Themes**

* **Theme management**: Control which themes have PureClarity enabled
* **Installation status**: Monitor theme integration status
* **Multi-theme support**: Manage multiple theme installations

**Configuration**

* **Currency settings**: Ensure proper pricing display
* **Timezone configuration**: Align analytics with business hours
* **Regional settings**: Optimize for local markets

**Recommenders**

* **Title customization**: Modify recommendation section headers
* **Language support**: Adapt titles for non-English sites
* **Content categories**: Configure different recommendation types

**Billing**

* **Payment schedule**: View upcoming billing dates via Shopify
* **Plan management**: Upgrade or modify subscription plans
* **Usage monitoring**: Track plan limits and usage metrics

**Profile**

* **Account details**: Update name and email address
* **User preferences**: Customize dashboard experience
* **Notification settings**: Control alert preferences

**Help & Support**

* **Customer support**: Direct access to assistance
* **Documentation**: Links to guides and resources
* **Feature requests**: Submit suggestions for improvements

## Uninstallation Process

Uninstallation steps depend on your theme type:

### Online Store 2.0 Themes

<Note>
  2.0 themes automatically handle PureClarity removal, requiring no manual cleanup.
</Note>

**Uninstall steps:**

1. Go to **Settings > Apps and sales channels** in Shopify Admin
2. Find PureClarity app
3. Click **remove** button (far right)

### Vintage Themes

<Warning>
  Manual cleanup is required for vintage themes to prevent site errors after uninstallation.
</Warning>

**Pre-uninstall cleanup:**

1. Use **Shopify Theme Manager** to remove automatically installed assets
2. **Manually remove** any custom zones you added
3. Check for edited files (marked with purple circles)
4. Remove PureClarity snippets from modified files
5. Save each file after editing

**Final uninstall:**

1. Go to **Settings > Apps and sales channels**
2. Find PureClarity app
3. Click **remove** button

<Info>
  All customer and store data is permanently deleted upon uninstall. PureClarity maintains full GDPR compliance.
</Info>

## Optimization Tips

**Maximizing recommendation performance:**

**For new stores:**

* Allow 24-48 hours for initial learning
* Encourage early customer interaction
* Monitor dashboard metrics for optimization opportunities

**For established stores:**

* Review recommendation performance weekly
* Adjust template styles based on engagement data
* Experiment with different block placements

**Testing strategies:**

* Use A/B testing for block placement
* Compare performance across different page types
* Monitor customer journey improvements

## Next Steps

**Immediate actions:**

* **Browse your storefront**: Experience recommendations from a customer perspective
* **Monitor dashboard**: Track real-time performance improvements
* **Collect feedback**: Gather initial customer responses

**Ongoing optimization:**

* **Weekly reviews**: Analyze performance trends and adjust accordingly
* **Template testing**: Experiment with different styles for optimal engagement
* **Support consultation**: Contact support for advanced optimization strategies

**Future enhancements:**

* **Plan upgrades**: Consider personalization suite for advanced features
* **Integration expansion**: Explore additional PureClarity capabilities
* **Performance scaling**: Optimize for growing traffic and sales

The automated recommendations plan provides immediate value while learning from your customers' behavior to continuously improve performance and drive higher conversion rates.