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Ultimate Follow Up Email extension for Magento 2 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.
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1.1. How to create an email and SMS to send customers
At magento 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.
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Do you wonder how to send an automatic follow up email or an /SMS to customers ?
It is very simple. When customers have an action in these interact with the events created, the system will automatically send follow up email or SMS to customers.
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Nowadays, most people have owned at least a smartphone. It'll 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 than all thank you desire.
The following is all of things you need to use our Ultimate Follow UP Email and SMS extensionExtension.
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2. System Requirements
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You can configure the extension's general settings in Store > Configuration > Magenest > Ultimate Follow Up Emails.
Admin 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.
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Mobile number of customer
This is the best feature that we bring for the store owner. To use this feature, admin need to set some fields for them .
*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 choose Yes the mobile input is required field.
No: If you choose No the choose No the mobile input is not required field although this field can remains displayed.
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We integrated with NexMo allowing admin you to be able to send an sms to customers' phone.
After setting at Mobile number of customer, admin you need set some fields related Nexmo, including:
+ Enable: Admin choose Yes if admin want to 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 admin you to set and manage email and sms.
Firstly, admin need to 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, admin you can manage the entire existing rules such as the number of created rules, rule status and so on.
To create a new rule, admin only click on New Rule button.
Then, admin need to select an event that they wantto send follow-up emails.
Events
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Event Title | Event Description |
Abandoned Cart | |
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Abandoned Cart | 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 | |
Customer Registration | Send emails to customers when they created an account at the store |
Customer Birthday | Send birthday greetings to the store customers |
Order | |
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 |
Newsletter Subscribe | |
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 | |
Wishlist is shared | Send emails to customers when they shared their wish list |
Wishlist Reminder | Send emails to remind customers about their wish list |
Click Save button to continue the next step. Admin will need to set some information here.
The following example instructs admins you how to create a Customer Birthday rule. The rest of rules is the same.
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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.
- Admin You can attach one or more files into email in order to send customers.
SMS
In this section, admin need to set some fields if they want to use this sending sms feature, including:
+ Message Content.
+ Day, hour, minute.
Then, admin need to set time to
- 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 Especially, admin can set one or more SMS for a rule to send customers.
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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)
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Go to Magenest FollowUp Email > Sms Log.
In the Sms log screen, admin 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.
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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
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Collect your customers' date of birth in this section. Especially, our extension allow admin you to search by month, date. This will help the store owner search as well as manage an easy way.
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- We will reply to support requests after 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.
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