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Created: 06/06/2016 | By: Magenest | Email: support@magenest.com

Table of Contents

 

 

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Introduction


Ultimate Follow Magento 2 Follow Up Email Emails extension for Magento 2 is 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.  

(Extension page: Ultimate Follow Up Email)                                               

So, how it works ?1.1.

How to create an email and SMS to send

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customers?

At magento Magento 2 back end, we created  many many available events such as Abandoned Cart, Customer Birthday, Customer Registration, Order Is Placed, Order obtained status pending payment 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

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a follow-up email and

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SMS?

Do you wonder how to send an automatic follow up email or an /SMS to customers? 

It is really 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. 

Email

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 affects 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.

SMS

If you think these above features are amazingly wonderful, you will truly be impressed by a fact that this system allow allows you to send directly direct SMS to your customers by integrating with Nexmo. The system will allow you to send SMS to customers after they place an order, register an account or subscribe newsletter.

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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.  

 

2. System Requirements

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

 

 

3. Configuration                                                                                                                                 

  • General Configuration

You can configure the extension's general settings in Store > Configuration > Magenest > Ultimate Follow Up Emails.  

Admin 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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  • 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.   

 

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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 mobile input is required field.

No: If you choose No the mobile input is not required field although this field can remains displayed.   

     

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  • NexMo Integration 

We integrated with NexMo allowing admin to be able to send an sms to customers' phone. 

After setting at Mobile number of customer, admin need set some fields related Nexmo, including: 

+ Enable: Admin choose Yes if admin want to enable this option. 

+ API key. 

+ API secret. 

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4. Setting Up Rules

We created a Ultimate Follow Up Emails menu which allows admin to set and manage email and sms.  

 

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Firstly, admin need to set rules related the email type which suits their business strategy such as abandoned cart, customer birthday and so on, by clicking on Marketing > Rule.                              

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At Rule screen, admin 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.  

 

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Then, admin need to select a event that they want.  

 

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Events                                                                                                                                                                         

The extension supports these events:

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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.

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Customer Registration No Purchase In Period

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Feature list

  • Allow admin to create different rules for sending emails.
  • Allow customers to choose from predefined email rules.
  • Set multiple email templates for each rule.
  • Set emailing schedule.
  • Add coupon code to emails.
  • View abandoned cart rate.
  • Smart abandoned cart.
  • View history of sent emails (mail log).
  • Fully flexible rules and conditions.
  • Allow admin to attach files into the email.
  • Allow admin to manage abandoned cart list.
  • Allow admin to search customer birthday list.
  • Make sure that the email will not be considered as spam with Mailchimp Mandrill integration.
  • Allow admin to configure whether the mobile field is visible and/or mandatory in customer registration form.
  • Integrate Magento 2 stores with Nexmo to send SMS to the customer's cell phone.
  • Create contents and schedules to send SMS to customers for each event.
  • Allow admin to send or cancel SMS manually.

 

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System Requirements

 

Your store should be running on Magento Edition version 2.x.x.


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Configuration

General Configuration

(plus) On the Admin sidebar, tap Follow Up Emails And SMS, then choose Configuration.

General


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(plus) Set the following fields:

  • Email Sender: choose the default sender for the reminder email.
  • BBC name: Enter the name of the blind carbon copied receiver.
  • BBC email: Enter the email address of blind carbon copied receiver.

Abandoned cart reminder

(plus) Enable Abandoned Cart: choose Yes to enable the abandoned cart feature.

(plus)  Time to be considered as abandoned cart: set the time to trigger the cart as "abandoned" after being left on the store. The unit is minute(s) and the default time is 60 minutes if you leave the field blank.

 

Customer No Activities Reminder

(plus) Time to be considered as having no activity: set the time after that the customer is considered not having any activity after leaving the store. The default unit in this field is Hour. If this field is left blank, the default value will be set as 24 hours.

 

Mandrill Integration

This setting section allows sending massive email ( up to 1000 emails).

  • Enable: Choose Yes to enable Mandrill Integration.
  • API key: Enter the API key for Mandrill Integration. 
  • After the API Key is entered, the account information will be displayed below.


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NexMo Integration 

NexMo has been integrated so that the customer can send an SMS to customers' phone. 

(plus) Enable: choose Yes to enable this feature. 

(plus) API key: enter Nexmo API Key for the integration.

(plus) API secret: enter Nexmo API Secret key for the integration.

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Mobile number of customer

(plus) Allow mobile field input in customer register form:

  • Yes: If choose Yes, there will be an input field for customer's mobile number in the registration form on the storefront.
  • No: choose No to disable the mobile input field in the customer's registration form.


(plus) Make mobile number is a required field:

  • Yes: If choose Yes, customer have to fill their mobile number phone when registering for a new account on the store.
  • No: If No, the mobile input is not required field although this field can remain displayed.

     

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Setting Up Rules

We created an Ultimate Follow Up Emails menu which allows you to set and manage email and sms.  

(plus) 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 Follow Up Emails And SMS > Trigger Rules.

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(plus) At Rule screen, you can manage the entire existing rules such as the number of created rules, rule status and so on.

(plus) To create a new rule, click on New Rule button.  

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(plus) Then, select an event to send follow-up emails.

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(plus) Event types:

Wishlist is shared
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 BirthdaySend birthday greetings to the customer in their birthday
Newsletter Subscribe
Customer SubscribeSend emails to customers when they subscribed to the Newsletter
Customer UnsubscribeThis event cancels the subsequent notifications in case a customer clicks the unsubscribe link
Wishlist
Wishlist Item ReminderSend emails to remind customers about their wishlist
Wishlist Item Back in StockSend emails to customers when they shared items in their wishlist back in stock
Wishlist is abandoned in periodItem On Sales

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

 

Click Save button to continue the next step.  Admin will need to set some information here.

Rule Information

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on sales


(plus) Click on Next button to go to the setting section for the new rule.

 

Rule Information

(plus) Enter the basic information for the new rule includes Rule NameStatusActive From-ToWebsites, Websites and Customer Groups, applied time (from and to fields).

 

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Condition

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Condition   

Setting (plus) Setting up rules allows you to set additional conditions based on customer details, who will receive certain emails. 
You (plus) You can use CustomerShopping CartOrderShipping AddressWishlist conditions. 

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Email Chain

In (plus) In this section, you can add email instances that would be templates sent to a the customer when the rule gets triggered . Remember you must add for each period. It requires at least 1 email when creating for a rule. 

To add new email to mail chain, follow these steps:

*Case 1:    

  • Go to Marketing > Communications > Email Template and open the rule.
  • Press Add New Template.    

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 variables in email template and preview email after editing. 

 

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Then go to Marketing > Ultimate Follow Up Emails > 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.

*Case 2:

Navigate to Marketing > Ultimate Follow Up Emails > Rule, follow Email Chain Tab. 

  • Select when the triggered message will be sent.
  • Select Add new email Template in dropdown email template menu. You be led to a popup screen that allow you to write your template. 

 

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Especially, admin can attach one or more files into email in order to send customers.

 

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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 

Especially, admin can set one or more

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(plus) Add the attached files in email.

(plus) To add a new email to the email chain, click on "Add email in chain" button, select the template and set the time for the mail to be sent.

 

(warning) To add new template:

  • Go to Marketing > Emails Templates.
  • On Email Templates page, click on Add New Template button.
  • On New Template page, choose the default template, then set the Template Information section with Template Name, Template Subject, Template Content, Template Styles. 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 variables in email template and preview email after editing. 

 

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SMS

(plus) Message Content: enter the message send to customers.

(plus) Day, hour, minute: set the sending time.

(warning) Note: You can add more than one SMS for a rule to send customers.  

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Google Analytics

To configure Google Analytics Campaign, follow these steps: 

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Google Analytics

(plus) Fill in 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.

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After (plus) 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 (plus) To track Google Analytics Campaign log in into your Google account and go to Traffic Sources > Campaigns. Select campaign source from the list.

Coupon

Navigate to Marketing > Ultimate Follow Up Emails > Rulefollow Coupons Tab.

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

 

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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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5. Mail Log 

  • Go to Marketing > Ultimate Follow Up Emails > Mail Log.

In .

Coupon

(plus) Enable Coupon: choose Yes to active the coupon in the new rule.

(plus) Select a promotion rule: choose a promotion rule. Then choose the coupon you want to send to customer with the follow-up email.

(plus) Set the available time for the coupon. The coupon is actived right after follow-up email sent.

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Mail Log 

(plus) Go to Follow Up Emails And SMS > Mail Logs.

(plus) In the mail log grid, you can view any of the currently scheduled, already sent, failed and cancelled emails. The grid shows the statuscreated at/ sent at time stamps, rule details (rule ID, rule name) and recipient details  email address). 

(plus) You can delete or change the status of the emails.

 

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You (plus) You can also apply certain actions to any of the queue items - PreviewCancel and Send Now (the latter sends the selected email(s) instantly, disregarding their schedule or status)

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SMS Log 

Go to Marketing > Ultimate Follow Up Email > Sms Log(plus) Go to Follow Up Emails And SMS > Sms Logs

In (plus) 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.

Furthermore(plus) Furthermore, the store owner also can send a manual email by selecting Send now or cancel itnow or Cancel in Action column

 


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Abandoned Cart List

Go to Marketing > Ultimate Follow Up Email > Abandoned Cart List(plus) Go to Follow Up Emails And SMS > Abandoned Carts. 

Manage (plus) 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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8. Customer Birthday Collect

Go to Marketing > Ultimate Follow Up Email > Customer Birthday.

Collect your customers' date of birth in this section. Especially, our extension allow admin to search by month, date. This will help the store owner search as well as manage an easy way. 

 

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9. Testing Rule 

 

Note
titleNote

Please note this testing only apply for abandoned cart and customer birthday rule!

 

To test abandoned cart rule, follow these steps: 

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To test customer birthday rule, follow these steps: 

  1. Go to Marketing > Ultimate FollowUp Emails > Rule.
  2. At top right corner press Emulate Daily Cron.
  3. Extension will send all email (chains) associated with the customer birthday rule for each selected store.

 

10. Sample Email Template

  • Abandoned carts reminder

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Abandoned Cart Charts

(plus) Go to Follow Up Emails And SMS > Abandoned Cart Charts.

(plus) 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.


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Customer Event Collect

The sample event here is birthday.

(plus) Go to Follow Up Emails And SMS > Customer Birthdays.

(plus) Collect your customers' date of birth in this section. Especially, our extension allows 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

(plus) Go to Follow Up Emails And SMS > Email Campaign Charts

(plus) 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


Code Block
languagexml
titleSample email template of abandoned cart reminder
linenumberstrue
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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Event email template

 

Code Block
languagexml
titleHappy birthday email template of follow up email
linenumberstrue
Dear {{var customerName}}


Happy birthday .
We gift a coupon $50 {{var coupon.code}}
 
Thank  you

11. 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. 

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12. Integration with Madrill to send email

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 birthday .
We gift a coupon $50 {{var coupon.code}}
 
Thank  you

 

Integration with Mandrill to send email

Sample Email

(plus) The following is an abandoned cart email that they received when customers added items into their cart but they did not check out. 

All (plus) 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 (plus) This is a great feature that we brings bring for you in this extension. Besides sending emails, you can directly send SMS to customers' mobile.

When (plus) When a customer creates a new account, they will be required to enter their mobile if the owner store want wants to use this feature.

(warning) Note that : the customer need needs to enter their exact phone because the system will send an sms SMS to this phone. 

 

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Sample SMS

The following is an sms which is SMS which is sent to the customer.  

As you can see the screen that we captured here. It is no doubt that customers will fell feel very happy when they received meaningful wishes in on their birthday. 

This is a really useful and fantastic tool  to to get closer to your customers. 

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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.Magenest