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Clarity integration

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Integrating Clarity is the first step toward delivering a conversational shopping experience that drives your business goals. This article provides an overview of how to integrate Clarity into your website.

Clarity trial

If you’re exploring Clarity before a full integration, use the Clarity Chrome extension to test Clarity’s capabilities with your website data—without needing to install the Engagement SDK.

Clarity integration process

Set up your Clarity project

Bloomreach creates a new Engagement project for you and enables the Clarity module. This setup typically takes less than 1 business day, allowing you to start the integration right away.

Assign user roles

Once the Engagement project setup is set up, assign permissions under Access management. Define a clear responsibility matrix and implement role-based access control to ensure everyone has the right level of access.

Import product feed

Ensure your product catalog is formatted correctly and contains essential data such as:

The quality of your product feed affects Clarity’s performance. Keep your catalog updated to ensure accurate pricing, descriptions, and discount responses.

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Note

If you are an existing customer, use a regularly updated catalog to maintain data accuracy.

Set up event tracking

Event tracking helps Clarity personalize experiences and measure impact.

Minimum events to track:

  • purchase
  • view_item
  • cart_update

See the Clarity event tracking article for a full list of required and recommended events.

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Tip

Use the Exponea Console to explore event tracking. For more details, review the Exponea documentation or install the Exponea plug-in.

Clarity stores user interaction events. To minimize risks associated with storing personally identifiable information (PII), follow the data storage guidelines.

Create an agent

Create and configure a Clarity agent to achieve a specific business goal, such as increasing conversions.

Configure Clarity

Optimize Clarity’s performance by configuring these settings in the back office:

General knowledge data

  • Provide merchant information (merchant_info), including a short description of your business and main product categories.
    • Note: Sending merchant information in English is preferable, but if your merchant information isn't available in English, you may send it in the local language set for the agent.
  • Upload fresh data sources to improve response accuracy.

Language, currency, and tone of voice

Align Clarity with your brand’s communication style.

Define a use case

Select a use case from our extensive use case suite or create a custom one tailored to your business objectives:

  • Goal: What do you want to achieve? For example, increase add-to-cart actions.
  • Audience: Who should see Clarity? For example, indecisive shoppers who haven't added anything to their cart in 2 days.
  • Timing: When should Clarity engage shoppers? For example, after a customer views 3 products without taking action.
  • Engagement: How should Clarity interact with shoppers? For example, offering product recommendations.

You can run multiple use cases at the same time.

Set up weblayers

Clarity uses Engagement weblayers for advanced visual customization and user targeting. Configure the following:

  • When and where Clarity appears: Specify locations (for example, mobile or pc) and pages (PDP, checkout) where Clarity should engage shoppers.
  • Dismissal settings: Set how long Clarity remains hidden after being closed.
  • Audience segmentation: Ensure Clarity targets the right users.
  • Interaction limits: Control how often users see Clarity.
  • A/B testing: Set up A/B tests to measure impact.
  • Design customization: Align visuals and messaging with your brand’s guidelines.
  • Display hours: Schedule when Clarity should be active and hide conflicting elements on the page.

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Note

A Bloomreach Solutions Consultant will assist with the technical setup. Your role is to define the use case and key configurations.

Expand to more use cases

Once your first use case is live, consider expanding by configuring additional use cases:

  • Monitor performance: Use the Clarity evaluation dashboard to track impact and identify improvements.
  • Configure new use cases: Based on performance insights, select and configure additional use cases.

Initiatives in your project

Initiatives are core components that support specific engagement strategies in Clarity. Each initiative optimizes your Clarity project setup.

  • Clarity core initiative: Manages follow-up weblayers that display the Clarity chat window to users who’ve already interacted with Clarity.
  • Clarity emergency initiative: Handles emergency scenarios and manages error notification mailing list.
  • Clarity evaluation initiative: Tracks performance through dashboards.
  • Use case initiatives: Each use case has its own initiative (for example, PLP or PDP use cases). The use case initiative includes the trigger tag that starts or stops the initial Clarity trigger.

These initiatives help Clarity engage the right users at the right time.

Bloomreach Academy

Clarity integrates with Bloomreach Engagement, which powers its analytics and data management capabilities. To get the most out of this integration, we recommend these courses:

Support and feature requests

If updating your data doesn’t improve conversation quality or you encounter issues:

  • Verify your product catalog and event tracking setup.
  • Contact your CSM to report bugs or request new features.

Updated 22 days ago