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Created: 06/06/2016 | By: Magenest | Email: firstname.lastname@example.org
Magento 2 Follow Up Emails extension is a powerful extension which allows you to keep a healthy interaction with your customers. You will be able to create flexible rules for both follow up emails and SMS to send them to your customers. This plays an important role to create successful and effective marketing campaigns. Thus, it will help to improve and boost sales for your business as well as getting closer to your customers.
So, how it works ?
1.1. How to create an email and SMS to send customers
At Magento 2 back end, we created many available events such as Abandoned Cart, Customer Birthday, Customer Registration, Order Is Placed, Order Obtained Status Pending Payment and more in Ultimate Follow Up Email extension. You only choose events that they want to create and set them by entering some fields such as the content email, the content SMS, time to send emails/SMS and so on. Then, they will automatically send to customers. This is really useful and convenient for the business because the owner store can easily control contents sent and choose the best time to send your email marketing campaigns.
Especially, for the most common events are Abandoned Cart and Customer Birthday, we will provide great features in this extension.
1.2. How to send an email and SMS
Do you wonder how to send an automatic follow up email/SMS to customers ?
It is very simple. When customers interact with the events created, the system will automatically send follow up email or SMS to customers.
One of the problems that most of the stores are facing now is emails sent automatically from their system to customers sometimes be recognized as spam and customers almost forget about them. It is definitely a regret, which effects considerably to your business situation. However, you do not need to worry, we have examined this problem and find out a solution. By allowing connection with Mail Chimp, it will limit the risk that mails being recognized as spam to a minimum. And this will result in the higher possibility that your automatic emails will be sent directly to the customer's inbox and got more concern from them.
If you think these above features are amazingly wonderful, you will truly be impressed by a fact that this system allow you to send directly SMS to your customers by integrating with Nexmo. The system will allow you to send SMS to customers after they place order, register an account or subscribe newsletter.
What is Nexmo?
Nexmo offers a global SMS API which allows you to send messages to all but four countries and receive inbound messages via virtual numbers in twenty eight countries. It helps your business:
+ More security, lower latency.
+ Better delivery rates.
+ Free inbound SMS.
Nowadays, most people have owned at least a smartphone. It's definitely amazing when your messages can be sent directly to the customer's phone. And we say for sure that Ultimate Follow Up Emails is all you need, and indeed it's really more thank you desire.
The following is all of things you need to use our Ultimate Follow UP Email and SMS Extension.
2. System Requirements
Your store should be running on Magento Edition version 2.x.x
You can configure the extension's general settings in Store > Configuration > Magenest > Ultimate Follow Up Emails.
You need to set the following fields, consist of:
- Email Sender.
- BBC name.
- BBC email.
- Time to be consider as abandoned cart.
- Status of Mandrill Integration.
- API key.
Integrate with MailChimp
Firstly, you need to have a MailChimp acount.
If you don't have, please click on this link: http://mailchimp.com/.
Then, you only enter API key to use.
Note that you can choose where email which is sent, from your website or Mandrill.
Mobile number of customer
Allow mobile field input in customer register form
Yes: If you choose yes, there is a mobile input field in customer's registration form.
No: If you choose no, there is not a mobile input field in customer's registration form.
Make mobile number of customer
Yes: If you choose Yes the mobile input is required field.
No: If you choose No the mobile input is not required field although this field can remains displayed.
We integrated with NexMo allowing you to send an sms to customers' phone.
After setting at Mobile number of customer, you need set some fields related Nexmo, including:
+ Enable: choose Yes to enable this option.
+ API key: Nexmo API Key.
+ API secret: Nexmo API Secret key.
4. Setting Up Rules
We created a Ultimate Follow Up Emails menu which allows you to set and manage email and sms.
Firstly, set rules related to the email type which suits their business strategy such as abandoned cart, customer birthday and so on, by clicking on Magenest FollowUp Email > Rule.
At Rule screen, you can manage the entire existing rules such as the number of created rules, rule status and so on.
To create a new rule, click on New Rule button.
Then, select an event to send follow-up emails.
The extension supports these events:
|Event Title||Event Description|
This event allows sending email reminders to the customers who added any amount of products to their shopping cart and for some reason left the store without a purchase.
|Customer Registration||Send emails to customers when they created an account at the store|
|Customer Birthday||Send birthday greetings to the store customers|
|This event allows sending emails to the customers upon any change in the order status like:|
|Order placed||When an order is placed|
|Order Obtained Status Pending Payment||When an order captures updates of pending payment status|
|Order Obtained Status Processing||When an order obtained Processing status|
|Order Obtained Status Closed||When an order obtained Closed status|
|Order Obtained Status Completed||When an order obtained Completed status|
|Order Obtained Status Holded||When an order obtained Holded status|
|Order Obtained Status Cancelled||When an order obtained Cancelled status|
|Order Obtained Status Payment Review||When an order obtained Payment Review status|
|Send Updated Item||When an order got updated Items|
|Ask Customer for Product Review||When an order is placed, email will be sent to ask customer for product review|
|Customer Subscribe||Send emails to customers when they subscribed to the Newsletter|
|Customer Unsubscribe||This event cancels the subsequent notifications in case a customer clicks the unsubscribe link|
|Wishlist is shared||Send emails to customers when they shared their wish list|
Send emails to remind customers about their wish list
Click Save button to continue the next step.
The following example instructs you how to create a Customer Birthday rule. The rest of rules is the same.
General information include Rule Name, Status, Active From-To, Websites and Customer Groups.
Go to Magenest FollowUp Email > Rule and open a rule and click the Conditions tab.
Setting up rules allows you to set additional conditions based on customer details, who will receive certain emails.
You can use Customer, Shopping Cart, Order, Shipping Address, Wishlist conditions.
In this section you can add email instances that would be sent to a customer when the rule gets triggered. Remember you must add at least 1 email when creating a rule.
To add new email to mail chain, follow these steps:
- Go to Marketing > Communications > Email Template and open the rule.
Press Add New Template.
Template Name, Template Subject and Template Content fields will be taken from the template and processed with the filter. The Sender Name and Sender Email fields are ignored by the extension, it uses the values specified in the Configuration (Gmail Account).
You can insert variables in email template and preview email after editing.
Then go to Magenest FollowUp Email > Rule, follow Email Chain Tab.
Select when the triggered message will be sent.
By default, it will send immediately after a triggering event (0 days 0 hours 0 minutes). You can choose set times from as short as one minute to as long as few years after the trigger’s criteria is met.
Select Email Template, which will be sent.
- You can attach one or more files into email in order to send customers.
- Message Content: The message you want to send to customers
- Day, hour, minute: Set sending time exactly by day, hour and minute
You can set more than one SMS for a rule to send customers.
To configure Google Analytics Campaign, follow these steps:
- Go to Magenest FollowUp Email > Rule, open rule and follow tab Google Analytics.
- Fill in 3 required fields:
- Campaign Source - Identifies a search engine, newsletter name, or other source.(i.e. email, follow-up-email, newsletter)
- Campaign Medium - Identifies a medium such as email or cost-per-click. (i.e. cpc, banner, email).
- Campaign Name - Identifies a specific product promotion or strategic campaign. (i.e product, promo code, or slogan).
Also, you can optionally fill in other fields:
- Campaign Term - Identifies paid keywords.
- Campaign Content - Differentiates ads or links that point to the same URL.
- Save the trigger
After configuring Google Analytics Campaign, extension will automatically add special get params to all links in email. Thus, you don't need to do additional configuration adjustments. (i.e. url http://example.com/about-us/ will be converted to http://example.com/about-us/?utm-source=email&utm-medium=trigger-email&utm-name=review-request).
To track Google Analytics Campaign log in into your Google account and go to Traffic Sources > Campaigns. Select campaign source from the list.
At first, you need to create Coupon at Marketing > Cart Price Rules
Then, navigate to Magenest FollowUp Email > Rule, follow Coupons Tab.
In the Coupon section of extension you can search your cart price rule by type 3 characters for search auto complete. The extension will show 3 nearest results for you. Enter the promotion coupon you want for rule.
In addition, you can set time available for the coupon. This coupon is active right after sending follow up email.
5. Mail Log
- Go to Magenest FollowUp Email > Mail Log.
In the mail log grid, you can view any of the currently scheduled, already sent, failed and cancelled emails. The grid shows the status, created at/ sent at time stamps, rule details (rule ID, rule name) and recipient details email address).
You can delete or change the status of the emails.
You can also apply certain actions to any of the queue items - Preview, Cancel and Send Now (the latter sends the selected email(s) instantly, disregarding their schedule or status)
6. SMS Log
Go to Magenest FollowUp Email > Sms Log.
In the Sms log screen, you can view and manage all of things related sms, including: ID, status( queued, sent, failed, cancelled), Rule ID, Recipient Name, Recipient Mobile, Send At and Created At.
Furthermore, the store owner also can send a manual email by selecting Send now or cancel it.
7. Abandoned Cart List
Go to Magenest FollowUp Email > Abandoned Cart List.
Manage your customers' abandoned carts in this section, including:
- Customer Email.
- Customer First Name.
- Customer Last Name.
- Update At.
- Email Status.
8. Abandoned Cart Charts
Go to Magenest FollowUp Email > Abandoned Cart Charts
This section is divided into 2 parts: Abandoned Cart Line Chart and Abandoned Cart Rates which are really helpful for catching the behavior of customers by statistics.
9. Customer Birthday Collect
Go to Magenest FollowUp Email > Customer Birthday.
Collect your customers' date of birth in this section. Especially, our extension allow you to search by month, date. This will help the store owner search as well as manage an easy way.
10. Testing Rule
Please note this testing only apply for abandoned cart and customer birthday rule!
To test abandoned cart rule, follow these steps:
- Go to Magenest FollowUp Email > Mail Log.
- At top left corner press Emulate Collecting Mails (This step emulates mail for abandoned cart)
- Press Emulate Sending Mails to send mail which is collected in step 2
After all, an abandoned-cart email will be sent to customer
11. Sample Email Template
Abandoned carts reminder
Happy birthday email template
12. Display the notification at navigation bar
At front end, we created a bell notification at the navigation bar.
Customer only need to sign in by entering their email and password which they used when creating the account.
The figure will be shown on the bell corresponding with the number of emails which customers unread.
13. Integration with Mandrill to send email
The following is an abandoned cart email that they received when customers added items into their cart but they did not check out.
All of things in this email such as the email content, attached files are set when admin created the abandoned cart rule at back end.
14. Integration with Nexmo to send SMS
This is great feature that we brings for you in this extension. Besides sending emails, you can directly send SMS to customers' mobile.
When a customer creates a new account, they will be required to enter their mobile if the owner store want to use this feature.
Note that the customer need to enter their exact phone because the system will send an sms to this phone.
The following is an sms which is sent to customer.
As you can see the screen that we captured here. It is no doubt that customers will fell very happy when they received meaningful wishes in their birthday.
This is really useful and fantastic tool to get closer to your customers.
- When a bug fix or new feature is released, we will provide you with the module's new package.
- All you need to do is repeating the above installing steps and uploading the package onto your store. The code will automatically override.
- Flush the config cache. Your store and newly installed module should be working as expected.
- We will reply to support requests within 2 business days.
- We will offer lifetime free update and 6 months free support for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products fit well in your site exactly like our demo.
- Support DOES NOT include other series such as customizing our products, installation and uninstallation service.
Once again, thank you for purchasing our extension. If you have any questions relating to this extension, please do not hesitate to contact us for support.