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Created: 06/06/2016 | By: Magenest | Email: [email protected]

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1. Introduction                                                                                                         

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 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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The following is all of things you need to use  our Ultimate Follow UP Email and SMS extension.  

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2. System Requirements

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3. Configuration                                                                                                                                 

• General Configuration

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

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• 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.

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Note that you can choose where email which is sent, from your website or Mandrill.   

• 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 .

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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 admin to be able to send an sms to customers' phone. 

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+ API key. 

+ API secret. 

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

Events                                                                                                                                                                         

The extension supports these events:

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

Rule Information

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

Condition

Go to Marketing > Ultimate Follow Up 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 Customer, Shopping Cart, Order, Shipping Address, Wishlist conditions.

Email Chain

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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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 > Rule, follow Coupons Tab.

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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. 

5. Mail Log 

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

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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 Marketing > Ultimate Follow Up Email > Sms Log. 

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Furthermore, the store owner also can send a manual email by selecting Send now or cancel it. 

7. Abandoned Cart List

Go to Marketing > Ultimate Follow Up Email > Abandoned Cart List. 

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• Customer Email.
• Customer First Name.
• Customer Last Name.
• Update At.
• Email Status.      

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. 

9. Testing Rule 

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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.

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10. Sample Email Template

• Abandoned carts reminder

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>
 

• Happy birthday email template

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.          

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The figure will be shown on the bell corresponding with the number of emails which customers unread. 

12. Integration with Madrill 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.  

13. 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.

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

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