Drupal

GETTING STARTED

Basic Steps

You will need to complete 3 steps in order to start using PureClarity. Steps 1 and 2 are applicable for all implementations. You will also need to follow steps 3 or 4 depending on which PureClarity modules you have purchased.

  1. Create a Product Feed. This will allow PureClarity to know what Products are available on your site. We allow up to 4 product feeds per day and each product feed needs to be 150MB or less.
  2. Add our JavaScript Snippets. These load PureClarity onto each page, and allow PureClarity to track the users actions so their experience is personalized.
  3. Add Zones. Create some HTML div elements for your PureClarity Zones that will show personalized content.

FURTHER STEPS

Overview

In order to maximise your use of PureClarity, there are some further steps that we recommend:

  1. Create a Historic Order Feed. This feed “seeds” PureClarity with existing orders. It allows PureClarity to learn about what products are bought with which other products, and what your existing customers have already purchased so their experience is personalized from day 1.
  2. Create Category and Brand Feeds. These allow PureClarity to track which categories and brands your customers are purchasing in. These mean that you can get:
    1. Brands on the PureClarity Autocomplete. When users enter text into the Autocomplete, links appear for applicable brands.
    2. PureClarity Category and Brand recommenders are available. Recommenders such as, “Recommended for you in Clothing”, and “Best Selling Brands” are available to use.
  3. Create a User Feed. This feed allows you to pass custom information you have about your customers to PureClarity. This can be used to help Segment your customers which are used in Campaigns and Emails
  4. Product Deltas. If your product catalogue is regularly updated several times a day, then you can use the PureClarity Product Deltas to send up to date product information.
  5. Offline Orders. If your customers can place orders from another channel for example in a physical store or over the phone – then you can ensure that PureClarity is aware of these orders by sending a daily feed of these offline orders. This means when your customers return to your website, their personalized experience will take into account their offline orders.

Terminology

Below is a guide to Drupal terms and their equivalent in PureClarity. Note that products and variants are very similar in both implementations.

Drupal Term PureClarity Equivalent Notes
Store Store View We recommend that your PureClarity setup is the same as your Drupal setup. Therefore if you have 5 Drupal Stores, we recommend you have 5 PureClarity Store Views. There is an additional charge for having multiple PureClarity Store Views. Each Store View has a separate product data set. Each store view can support multiple currencies. Personalization is unique to each Store View.
Product Product PureClarity operates at the product level. Products are surfaced in recommenders in Zones. Clicking on them will take the user to your product page, which will allow them to select the variant they want to purchase. See the Product Data Feed Overview for more information.

Variant

Product Variation

Variant Variant information is sent over in the PureClarity product feed. The variant record contains details about the variant, and the parent product it is part of. This is used to surface the correct products in the Zones. See the Product Data Feed Overview for more information.

Attribute

Product Attribute Value

Attribute

Products and Variants in the PureClarity product feed can contain any attributes from your site. Each record in the product feed will contain all the attributes for that product or variant, with all of the attribute values.

PureClarity uses this data in the facets (filters on the search results and product listing pages).

The data can also be used in PureClarity templates to control how the Product looks when it is displayed. See the Product Data Feed Overview for more information.

Currency Currency Each product or variant in PureClarity can contain prices in multiple currencies. The PureClarity Currency Tracking Event is used to switch which currency PureClarity is using.
  Drupal