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Thank you for purchasing my our extension. If you have any questions that are beyond the scope of this help file, please feel free to email via my user page contact form here. Thanks so much!document, do not hesitate to leave us an email via our email address below.

Created: 21/01/2016 | By: Magenest | Email: [email protected]

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Follow Up Emails extension is a powerful extension which allows you to to keep a healthy interaction with your customers. You will be alble to create flexible rules for follow up emails and specifically link them up with your store.

 

Extension page: http://store.magenest.com/magento-2-follow-up-emails.html

Features

  • Customizable multiple email template for each rule
  • Ability to specify a delay of sending mails in days, hours, minutes
  • Automatic integration of discount coupon in promotion rule. Auto complete for the "Coupon Name" field in the coupon page
  • View the log of follow up emails which are sent to customers
  • Ability to manage rules in the order view
  • Can create and preview customized template emails to be sent
  • Flexible rules and conditions
  • View abandoned cart list
  • View customer birthday list
  • Supports Daily and Hourly Cron job

 

System Requirements

Your store should be running on Magento Community Edition version 2.0.0 and more.

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Here we will guide you through the installation process of our extension. First off, open FileZilla, log in to your host as follows:

 

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In the above example we switched the local site to the extension directory, and the remote site to the code directory. Now on the remote site window, inside app/code directory, create a folder named Magenest and go inside it. Now on your local site window, right click on Wrapper extension and click Upload. The extension will be uploaded onto your host in a few minutes.

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After running all these, your Command line/Terminal window might look like this:

 

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Finally, you need to flush the cache by either type this into the Command Line/Terminal:

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Or go to System > Cache Management and click Flush Magento Cache

 

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Now you can go to your store and check if the extension is working as expected.

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Configuration

General Configuration

 

 

You can configure the extension;s general settings in Store > Configuration > Magenest > FollowUp Emails Configuration

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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 RegistrationSend emails to customers when they created an account at the store

Customer Registration No Purchase In Period

This event allows sending emails to the registed customers who didn't purchase anything in a period time
Customer BirthdayThis event allows sending birthday greetings to the store customers
Order:
This event allows sending emails to the customers upon any change in the order status like:
Order placedWhen an order is placed
Order Obtained Status Pending PaymentWhen an order captures updates of pending payment status
Order Obtained Status ProcessingWhen an order obtained Processing status
Order Obtained Status ClosedWhen an order obtained Closed status
Order Obtained Status CompletedWhen an order obtained Completed status
Order Obtained Status HoldedWhen an order obtained Holded status
Order Obtained Status CancelledWhen an order obtained Cancelled status
Order Obtained Status Payment ReviewWhen an order obtained Payment Review status
Newsletter Subcribe:
Customer SubcribeSend emails to customers when they subcribed to the Newsletter
Customer UnsubcribeThis event cancels the subsequent notifications in case a customer clicks the unsubscribe link
Wishlist:
Wishlist is sharedSend emails to customers when they shared their wishlist
Wishlist is abandoned in period

Send emails to customers when their wishlist was abandoned in a period time

 

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Rule Information

 

 

General information include Rule Name, Status, Active From-To, Websites and Customer Groups.

 

 

 

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Condition

 

Go to Marketing > FollowUp Emails > 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 CustomerShopping CartOrderShipping AddressWishlist conditions.

 

 

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Email Chain

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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. 

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Template NameTemplate 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 variable variables in email template and preview email after editing. 

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Navigate to Marketing > FollowUp Emails > Rule, follow Coupons Tab.

 

 

At first, you need to creates some Cart Price Rules then select the Specific Coupons value in the Coupon field and check the Use Auto Generation box.

 

 

 

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.

 

 

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Abandoned Cart List

 

 

Go to Marketing > Follow Up Email > Abandoned Cart List

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Customer Birthday Collect

 

 

Go to Marketing > Follow Up Email > Customer Birthday 

Collect your customers' date of births in this section.

 

 

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Mail Log

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Go to Marketing > Follow Up Email > Mail Log.

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