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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 Customer, Shopping Cart, Order, Shipping Address, Wishlist conditions.
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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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- 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.
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 can insert variable in email template and preview email after editing.
Click Preview button to preview your email.
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Google Analytics
To configure Google Analytics Campaign, follow these steps: 
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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.
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Coupon
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.
Manage your customers' abandoned carts in this section.
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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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The extension has its own mailing queue, accessible via Go to Marketing > Follow Up Email > Mail Log.
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 timestamps, rule details (rule ID, rule name) and recipient details email address).
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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Testing Rule
Email Template
Creat follow up email template
The extension works with the templates stored in Marketing > Communications > Email Template. The extension comes with a number of pre-defined templates and can also use any of the existent email templates.
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 can insert variable in email template and preview email after editing.
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To test trigger, follow these steps:
- Go to Marketing > Follow Up Email > Manage Triggers and open trigger.
- At top right corner press Send Test Email.
- Fill in your email address and press Send.
- Extension will send all email (chains) associated with the trigger for each selected store.
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Sample Email Template
Abandoned carts reminder
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