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Your store should be running on Magento Edition version 2.x.x.
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Configuration
General Configuration
General
Go to Store > Configuration > Magenest > Ultimate Follow Up Emails.
You need to set Set the following fields, consist of:
- Email Sender.
- BBC name.
- BBC email.
Abandoned cart reminder
Time to be consider as abandoned cart: Set the time after that the cart is consider as abandoned.
Mandrill Integration
- Enable: Set the status of .Status of Mandrill Integration.
- API key: Enter the API key for Mandrill Integration.
Integrate with MailChimp
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Enable: set the status for this integration.
API key: Enter the API key to use.
To get the API key, you need to have a MailChimp acount.
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If you don't have, please click on this link: http://mailchimp.com/.
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Note: You
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
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.
Allow mobile field input in customer register form: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.
NexMo Integration
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:
NexMo has been integrated so that the customer can send an sms to customers' phone.
+ Enable: choose Yes to enable this option.
+ API key: Nexmo API Key.
+ API secret: Nexmo API Secret key.
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Setting Up Rules
We created a Ultimate Follow Up Emails menu which allows you to set and manage email and sms.
Firstly 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 > Trigger Rules.
At At Rule screen, you can manage the entire existing rules such as the number of created rules, rule status and so on.
To To create a new rule, click on New Rule button.
Then Then, select an event to send follow-up emails.
Events
Event typesThe extension supports these events:
| Event Title | Event Description |
| Abandoned Cart | |
|---|---|
| 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 |
| 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 Item Reminder | Send emails to remind customers about their wish list |
| Wishlist Item Back in Stock | Send emails to customers when items in their wish list back in stock |
| Wishlist Item On Sales | Send emails to customers When items in their wish list on sales |
Click Click on 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.
Rule Information
General Enter the general information include Rule Name, Status, Active From-To, Websites and Customer Groups.
Condition
Go Go to Magenest FollowUp Email > Trigger Rules and open a rule and click the Conditions tab.
Setting Setting up rules allows you to set additional conditions based on customer details, who will receive certain emails.
You You can use Customer, Shopping Cart, Order, Shipping Address, Wishlist conditions.
Email Chain
In 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 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 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 You can insert variables in email template and preview email after editing.
Then 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.
SMS
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Message Content: The message you want to send to customers
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Day, hour, minute: Set sending time exactly by day, hour and minute
Note: You can set more than one SMS for a rule to send customers.
Google Analytics
To configure Google Analytics Campaign, follow these steps:
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Go to Magenest FollowUp Email > Rule, open rule and follow tab Google Analytics.
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Fill in
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the 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 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 To track Google Analytics Campaign log in into your Google account and go to Traffic Sources > Campaigns. Select campaign source from the list.
Coupon
At first, you need to To create Coupon at , go to Marketing > Cart Price Rules.
Then Then, navigate to Magenest FollowUp Email > Trigger Rules, follow Coupons Tab.
In 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 In addition, you can set time available for the coupon. This coupon is active right after sending follow up email.
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Mail Log
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Go to Magenest FollowUp Email > Mail Logs.
In 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 You can delete or change the status of the emails.
You 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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SMS Log
Go Go to Magenest FollowUp Email > Sms Logs.
In 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 Furthermore, the store owner also can send a manual email by selecting Send now or cancel it.
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Abandoned Cart List
Go Go to Magenest FollowUp Email > Abandoned Carts.
Manage Manage your customers' abandoned carts in this section, including:
- Customer Email.
- Customer First Name.
- Customer Last Name.
- Update At.
- Email Status.
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Abandoned Cart Charts
Go Go to Magenest FollowUp Email > Abandoned Cart Charts.
This 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
Customer Event Collect
The sample event in here is birthday.
Go Go to Magenest FollowUp Email > Customer Birthdays.
Collect 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.
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Email Campaign Charts
Go Go to Magenest FollowUp Email > Email Campaign Charts
This This section is divided into 2 parts: Emails Line Chart and Emails Opening Rates and Clicking Rates which are really helpful for catching the behavior of customers by statistics.
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Sample Email Template
- Abandoned carts reminder
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| Code Block | ||||||
|---|---|---|---|---|---|---|
| ||||||
Dear {{var customerName}}
<br>
We notice you have abandoned cart
<br>
{{var cart}}
<br>
Please click <a href="{{var resumeLink}}" > Resume Cart </a> to complete the order.
<br>
We gift you a coupon with code {{var coupon.code}}
<br>
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| Code Block | ||||||
|---|---|---|---|---|---|---|
| ||||||
Dear {{var customerName}}
Happy birthday .
We gift a coupon $50 {{var coupon.code}}
Thank you |
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Integration with Mandrill to send email
Sample Email
The The following is an abandoned cart email that they received when customers added items into their cart but they did not check out.
All 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.
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Integration with Nexmo to send SMS
This is This is great feature that we brings for you in this extension. Besides sending emails, you can directly send SMS to customers' mobile.
When 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.
Sample SMS
The following is an sms which is sent to customer.
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- 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.Magenest