Shopify

Getting Started

Overview

This article gives details on how to use the PureClarity Application to quickly integrate PureClarity with your Shopify store after you install the app.

NOTE: The app can be installed by clicking on the following link: https://s-plugin.pureclarity.net/install

Setting up a new account

If you do not yet have a PureClarity account you will need to set one up when installing the app onto your store. This will be the account that you use to login to the PureClarity admin. Most of the information will be auto-completed using information from the Shopify store. The only fields that you will need to input are the password and the region that you operate in.

Linking an Existing Account

If you already have a PureClarity account you can link your account using the “Link Account” tab when installing the app, as shown:

If you have multiple stores you can link them to the your PureClarity account by using the same account key when installing the PureClarity application onto each of your stores. You can get your account key from the “My Account” -> “Integration” page in the PureClarity admin (for US customers), as shown:

Free trial

PureClarity offers a 14-day free trial while you decide whether to use the service. The status of the account will be displayed in the applications status bar, as shown:

When on the free trial you can use the bill estimator to predict what the cost of a paid plan would be by inputting the average monthly impressions that your store receives, as shown:

When you are approaching the end of your free trial the application UI will notify you with the remaining time you have left, as shown:

NOTE: If you run past your free trial without signing up your account will be deactivated.

Set Up

What the application does

The PureClarity Shopify application will integrate your shop with PureClarity. It will:

  1. Synchronize your shop data with PureClarity so that it can provide personalized merchandising. This includes your products, collections, orders and customers.
  2. Add the PureClarity liquid snippets into your themes. You can then quickly enable PureClarity by including a few simple items in your active theme. This is discussed below.

What you need to do

Once you have installed the application, your store needs to synchronize with PureClarity. This process will start automatically after the application is installed onto your site, as shown:

During this process, the application UI will update you with the status of the synchronization. You may leave the application and come back later if required.

When the synchronization has been complete the “Linking your store to PureClarity” section will be hidden and the status bar will change to “Store Linked”, as shown:

Finally, enable PureClarity by pressing the Enable button, as shown in the following image.

The next-step to add PureClarity to your store will be to alter your Shopify liquid theme.

Altering your Shopify Liquid Template

We recommend that you make a copy of your current 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”. Next, on the duplicated theme (which will be shown below your current theme), click “Actions” and then “Edit code”.

Under Layout, open the “theme.liquid” file. This is the main “liquid” file on your site. Find the tag. The easiest way is to press Ctrl-F, and enter , and press return.

Add the following PureClarity snippet as the first line under the tag:

 
 {% include 'pureclarity' %}

For example:

Altering the templates

If the template doesn’t match your sites design, you can edit the template (how the PureClarity elements look) from the PureClarity admin. More information can be found here.

Zones

PureClarity Merchandising zones are used to show personalized 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, and is documented here.

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:'' %} 

Replace with the zone reference you want. PureClarity comes with some merchandising zones setup out of the box for you. These are set to show personalized recommendations. Simply add the pureclarity-bmz 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.

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.

Go Live

Making your site live

Once you are happy with the site, 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”

Billing

Overview

PureClarity offers a tiered pricing structure. You can find out more about our pricing on our pricing page. Once the app has been installed and linked to your account you can use the bill estimator to predict your monthly invoice cap. This value will be used as the maximum cost that you could be charged. If for any reason your pricing goes over the set maximum you will be prompted via email and application UI to reauthorize a higher maximum price, as shown:

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 authorized, 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 the app, the first step is to remove any PureClarity snippets that you have added to any of your pages. These include:

  • The PureClarity snippet placed inside of your main themes file
  • Merchandising Zone snippets linked to areas on your site

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:

  Shopify