Getting Started with Recommendations on Magento 2

See how to use the Setup Guide to get dynamic Recommendations on your Magento 2 webshop

Platforms:

Magento 2

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.