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Klarity: Your Klar Action Centre

How to keep an overview of your account's setup health & status with the "Klarity" action centre

Written by Valentine Strunz-Happe
Updated this week

tl;dr

  • Overview Page: the Klar Action Centre is a bird’s-eye view of your store’s health, featuring core metrics like Pixel capture, Channel attribution, and Post-Purchase Survey coverage.

  • Onboarding Tracker: A gamified, three-stage setup guide (Getting Started, Super Klarity, and Extra Klar) with a progress bar to ensure you’re utilising every feature Klar offers.

  • Bonus: Refined Notification Management so you can decide exactly when and how you want to be alerted about store updates.

What’s New

The Klar Action Centre is designed to help users ensure that they are getting the most out of Klar. There are 3 main pages that make up this feature. They are the Overview Page, the Issues Page, and the Onboarding Page. More on each of these below.

Overview Page

This is meant to act as the birds eye view of the overall health of your store within Klar. This overview is comprised of 3 sections:

  • Active Issues - Highlights detected issues requiring your attention. More on this later.

  • Tracking and Channel Coverage - Shows how well the Pixel is capturing online orders, how well the channel setup is allocating orders, and how many order have a post purchase survey associated with them.

  • Latest Activity - This table shows the recent actions take against issues. Issues are marked as complete or ignore they will appear in this table.

For Tracking and Channel Coverage section we’re looking at orders from the past 30 days (yesterday minus 30 days)

Within the Tracking and Channel Coverage section, there are 3 metrics that are displayed:

  1. Pixel - Percentage of online orders captured by the Pixel.

  2. Channel - Percentage of sales attributed to configured channels (including direct traffic).

  3. Post Purchase Survey - Percentage of online buyers who completed the post-purchase survey.

In the following sections we’ll cover what else is included as part of this feature and how to use it within Klar.

Issues Page and Issue Management

The issues section highlight errors that we've picked up while your store was building (note that this happens once per day and normally in the morning). We check a range of things from data source connection health, if there are orders without costs, to if the Klar Pixel is capturing orders. While these are show stoppers for using Klar, they are alerts for how accurate your data is within Klar.

There are a few ways to manage issues. You can;

  • Resolve / Complete the issue:

    • Make the issue as complete - only if you’ve actually resolved the issue. Otherwise, it will reappear as an issue the next time your store rebuilds.

    • Or you could do the work required to resolve the issue, but then never update the issue. The next time that your store rebuilds the issue will be marked as complete.

  • Ignoring the issue:

    • Make the issue as ignored, this action hides the issue from your active list and will not appear again unless you set it to active. You can can always restore it to active later if needed.

Issues can appear as an Individual issue or as a Group (which are a collection of the same type of issues). The Group allows you to make the above actions in bulk across the selection of issues. .

Managing Grouped Issues

Onboarding Page

At the top of the page there is a progress bar which shows the percentage completed (of the required steps) and there are also 3 sections within the Onboarding, all of which build on each other, but users could complete them in any order. These stages are:

  • Getting Started - These are the first steps that you should complete when starting to set up your Klar Account.

  • Super Klarity - These are steps over and above the first steps, to enable some additional configurations.

  • Extra Klar (Optional) - These are the final steps that maximise your use of Klar.

By default the completed action items are hidden, but this can be toggled on/off at the top of the page.

Updated Notification Management

We’ve also made some improvements to the Notification Management section within Klar. So you can manage per store which types of notifications that you’d like to receive.

The types of notifications are:

  • General - The Daily Mail, which is a snapshot of your store’s current performance.

  • Real Time - New issues detected and updates to previously resolved issues.

  • Monthly Digest - A snapshot of of the monthly overview.

By default that you’re not opted in to receiving Action Centre notifications - But if you’d like subscribe to these updates you can change these settings now by clicking here:

FAQ

  • How often does Klar check for new issues?

    • Klar automatically rebuilds your store once per day, typically in the morning. This is when the system scans for data source health, missing costs, or Pixel tracking gaps.

  • What is the difference between marking an issue as "Complete" vs. "Ignored"?

    • Complete: Use this if you’ve fixed the problem. If the issue isn't actually resolved, Klar will pick it up again during the next morning's rebuild and it will reappear.

    • Ignored: Use this to hide an issue you don't intend to fix. It won’t pop up again unless you manually move it back to your "Active" list.

  • Do I have to complete the Onboarding steps in a specific order?

    • Nope! While the stages (Getting Started → Super Klarity → Extra Klar) are designed to build on each other, you have the flexibility to tackle action items in whatever order suits your workflow.

  • Why did my completed onboarding task disappear?

    • By default, the Onboarding page hides completed items to keep your view clean. If you want to see your handiwork, just toggle the "Show Completed" setting at the top of the page.

  • What do the three metrics in the Tracking section actually mean?

    • Pixel: Shows the % of online orders successfully captured by the Klar Pixel.

    • Channel: Shows the % of sales successfully attributed to your marketing channels.

    • Post Purchase Survey: Shows the % of customers who actually completed your survey after buying.

  • Can I customize my alerts for different stores?

    • Yes! The updated Notification Management allows you to set preferences on a per-store basis. You can choose between Real-Time alerts for new issues, a Monthly Digest for a high-level snapshot, or General updates.

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