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Klevu Checklist

Once you have installed and configured Klevu Search on your website, we recommend you to please go through the following checklist.

Note: If you are a Magento user, please refer to this link instead.

1. Set preferences within the Klevu Merchant Center (KMC)

In KMC, there are several small settings that you should go through at least once. For example, setting up an image placeholder, VAT caption, whether you want to show products that are out of stock or not. If yes, if you want to set any out of stock caption. etc. Please see here.

2. Set order of facets within the KMC

You can decide the order of facets from the Klevu Merchant Center (KMC) > Configurations > Facets. This can be done by moving facets up and down.

3. Ensure Klevu can promote products over accessories

If you are selling both products and accessories, please let us know the names of products categories. It is recommended that the core product categories should have a slightly higher weight than their respective accessories by default. Our Machine Learning system would automatically learn the difference between product and accessory categories, however, to begin with, it is recommended that you get in touch with us with names of product categories.

4. Enabling Model number processing

If your customers are searching by model numbers, please let us know so that we can enable the special processing of the model numbers.

5. Configure search synonyms

We encourage you to add your domain-specific synonyms in the Klevu Merchant Center > Synonyms tab (please refer to this guide)

6. Ensure order synchronization is enabled

If you are on Shopify or big commerce, you do not need to take any action as our respective applications take care of synchronizing checkouts with our analytics platform. However, if you are on a different platform, please refer to this guide to implement an API call to submit checkouts happening on your store.

7. Set an alert to be notified if bulk data is unknowingly removed from the feed

Whenever some data is removed from the feed, Klevu considers those products as deleted and removes them from the Klevu backend. An alert can be set up if unintentional bulk data removal occurs in the feed. If you would like to set up this feature, please contact support using the link with the threshold value (notification when X number of products or X percent of products are removed from the feed).

8. Provide Klevu with your historical search data

If you have any past search data (e.g. searches, clicks, and checkouts), please share them with us so that we can inject them to bootstrap learning from day one (see this guide).

9. Support portal

Please, visit our support portal where many of the to-do guides are provided. We've also provided answers to many common questions we hear from the customers. If you like to contribute or like any of the topics explained, please do suggest.

You are all set!
Please, write to us if you have any doubts/questions/feature requests. We love to hear your feedback and improve our product with your help :)

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