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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 EmailRule.                         


 

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
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 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
Send Updated ItemWhen an order got updated Items
Ask Customer for Product ReviewWhen an order is placed, email will be sent to ask customer for product review
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 is sharedSend 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 statuscreated 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 - PreviewCancel 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.

Magenest

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