Personalized Offers Manual Activation - Visionary Plan
The purpose of this guide is to provide you with the necessary details to manually activate one or more of the 4 main blocks of the Polymatiks Personalized Offers app.
Key Assumptions
Before proceeding with the manual activation of the blocks, the following key assumptions must be true:
- You are subscribed to the Polymatiks Personalized Offers – Visionary Plan.
- You have tried the Automated Activation of the blocks, but one or more of the blocks failed to activate.
If you have not tried the Automated Activation of the blocks, please follow the instructions in this guide.
Theme Template Version
The manual activation of the blocks differs based on the Theme Template version you’re using. In particular, we need to determine if your Theme Template is based on a Shopify 2.0 version (launched in July 2021), or 1.0 version (which most stores are still using).
How to identify your Template Version
The easiest way to identify the template version is by checking if it’s possible to add more sections on the internal pages. For example, you can go to product page and check what follows:
Template 1.0 (Vintage)
Basically, if the product page allows you to include more Sections, it’s a 2.0 Template version. Otherwise, you’re using a 1.0 Template.
If you’re using a 2.0 Template, click here to follow the manual activation of the blocks.
If you’re using a 1.0 Template (Vintage), click here to follow the manual activation of the blocks.
Template 2.0 - Manual Activation of the Blocks
There are 4 blocks that are available to you to activate. Click on the block you need to manually activate.
1. Floating Button
In the Shopify Theme Editor:
Step 1: Click on the “App Embeds“
Step 2: Enable “Polymatiks App“
That’s it, you’re done! You should now see the Polymatiks Floating Button, and by expanding “Polymatiks App” above, you can start customizing the button.
2. Product Page Price
In the Shopify Theme Editor:
Step 1: From the top menu, select “Products“
Step 2: Select “Default Product“
Within “Default Product“:
Step 1: Click on “Add Block”
Step 2: Select “Polymatiks Discount Price“
Step 3: Now that the new block has appeared, drag and drop it wherever you’d like the Personalized Offer to appear (i.e., under “Price”).
That’s it, congratulations! Your product pages will now display personalized offers as they are given. You can now customize the look-and-feel of the Personalized Offer information as you see fit!
3. Personalized Offers Collection
In the Shopify Theme Editor:
Step 1: From the top menu, select “Pages“
Step 2: Select the Page (e.g., private-sales) that you’d like to use to show customers all their personalized offers
NOTE: You need to create this Page prior to completing these steps. Refer to Shopify’s documentation on how to do so.
Within “private-sales“:
Step 1: Click on “Add Block”
Step 2: Select “Polymatiks Collection“
That’s it, congratulations! Your Collection of Personalized Offers has now been added to your theme. You can now customize the look-and-feel as you see fit!
4. Product Tile Sticker and Price
In the Shopify Theme Editor:
Step 1: From the top menu, select “Collections“
Step 2: Select “Default collection“
Next:
Step 1: From the top left, click on “…“
Step 2: Click on “Edit Code“
Step 3: Under “Snippets”, click on the “card-product.liquid” file
NOTE: If your theme does not have this .liquid file, you need to find the equivalent file.
Step 4: Find the first <div statement in the code.
Step 5: Insert the following line of code after the <div statement:
{% render ‘polymatiks-product-tile’, product: product, card_product: card_product, product_card: product_card %}
That’s it, congratulations! You are now able to customize the look-and-feel of the sticker and price that is displayed when viewing a product tile!
Template 1.0 (Vintage) - Manual Activation of the Blocks
There are 4 blocks that are available to you to activate. Click on the block you need to manually activate.
1. Floating Button
In the Shopify Theme Editor:
Step 1: Click on the “App Embeds“
Step 2: Enable “Polymatiks App“
That’s it, you’re done! You should now see the Polymatiks Floating Button, and by expanding “Polymatiks App” above, you can start customizing the button.
2. Product Page Price
In the Shopify Theme Editor:
Step 1: From the top menu, select “Products“
Step 2: Select “Default Product“
Within “Default Product“:
Step 1: From the top left, click on “…“
Step 2: Click on “Edit Code“
Step 3: Find “Sections“, and expand it
Step 4: Click on the “product-template.liquid” file
NOTE: If your theme does not have this .liquid file, you need to find the equivalent file.
Step 5: Find the code block that relates to the product price meta data
Step 6: Insert the following line of code after that block of code:
{% render ‘polymatiks-product-page’, product: product %}
That’s it, congratulations! Your product pages will now display personalized offers as they are given. You can now customize the look-and-feel of the Personalized Offer information as you see fit!
3. Personalized Offers Collection
In the Shopify Theme Editor:
Step 1: From the top menu, select “Pages“
Step 2: Select the Page (e.g., private-sale) that you’d like to use to show customers all their personalized offers
NOTE: You need to create this Page prior to completing these steps. Refer to Shopify’s documentation on how to do so.
Within “private-sale“:
Step 1: From the top left, click on “…” then “Edit Code“
Step 2: Under “Templates“, find the .liquid file of the Page you created above. In this example, the file name is “page-private-sale.liquid” file. Click on that file.
Step 3: Insert the following line of code at the end of the file at the end of the file:
{% render ‘polymatiks-collection-page’ %}
Now, you can create the Page that you can use to display a customer’s personalized offers.
Step 1: In your Shopify Theme Editor, Click on “Pages“
Step 2: Click on “Add Page“
Step 3: Give a title to your Page. Examples include “Private Sale”, “VIP Room”, “Your Exclusive Offers”
Step 4: Make sure you select the Page you created in the prior section. In this example, it’s “private-sale“
Finally, add the Page to your Navigation
Step 1: In your Shopify Admin, Click on “Navigation“
Step 2: Click on “Add Menu“
Step 3: Give a title to your Menu item. Examples include “Private Sale”, “VIP Room”, “Your Exclusive Offers”
Step 4: Make sure you select the Page you created in the prior section. In this example, it’s “Your Exclusive Offers!“
Step 5: You should see the new Menu Item in your Navigation
That’s it, congratulations! Your Collection of Personalized Offers has now been added to your theme. You can now customize the look-and-feel as you see fit!
4. Product Tile Sticker and Price
In the Shopify Theme Editor:
Step 1: From the top menu, select “Collections“
Step 2: Select “Default collection“
Next:
Step 1: From the top left, click on “…“
Step 2: Click on “Edit Code“
Step 3: Under “Snippets”, click on the “card-product.liquid” file
NOTE: If your theme does not have this .liquid file, you need to find the equivalent file.
Step 4: Find the first <div statement in the code.
Step 5: Insert the following line of code after the <div statement:
{% render ‘polymatiks-product-tile’, product: product, card_product: card_product, product_card: product_card %}
That’s it, congratulations! You are now able to customize the look-and-feel of the sticker and price that is displayed when viewing a product tile!
Should you require additional support to complete the activation of the different blocks, please contact us at support@polymatiks.ai
