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Created: 21/01/2016 | By: Magenest | Email: [email protected]
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Introduction
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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Installation
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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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
- Time to be consider as abandoned cart: Set the period time for an abandoned cart ( Magento default is 60 minutes)
- Enable send email via gmail: If Yes, the follow up emails are sent to customers by Gmail account that you define below. If No, the follow up emails are sent by default mail account of website
- Gmail password & Gmail account: defines the default sender for extension's emails
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Setting Up Rules
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The extension's rules can be managed through Marketing > Follow Up Emails > Rules. Fist, define rule conditions, then add several tiers to your rule chain. Each tier allows you to choose email template and the number of days for system to wait before sending ( for the Customer Birthday event you can inpur negative values, pointing that the corresponding email will be generated and sent before the birthday happen)
Events
The extension supports these events:
| 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 Registration | Send 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 Birthday | This 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 placed | When an order is placed |
| Order Obtained Status Pending Payment | When an order captures updates of pending payment status |
| Order Obtained Status Processing | When an order obtained Processing status |
| Order Obtained Status Closed | When an order obtained Closed status |
| Order Obtained Status Completed | When an order obtained Completed status |
| Order Obtained Status Holded | When an order obtained Holded status |
| Order Obtained Status Cancelled | When an order obtained Cancelled status |
| Order Obtained Status Payment Review | When an order obtained Payment Review status |
| Newsletter Subcribe: | |
| Customer Subcribe | Send emails to customers when they subcribed to the Newsletter |
| Customer Unsubcribe | This event cancels the subsequent notifications in case a customer clicks the unsubscribe link |
| Wishlist: | |
| Wishlist is shared | Send 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 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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You can insert variables in email template and preview email after editing.
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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.
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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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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
Go to Marketing > Follow Up Email > 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)
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Testing Rule
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Please note this testing only apply for abandonded cart and customer birthday rule! |
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- Go to Marketing > FollowUp Emails > Rule.
- At top right corner press Emulate Daily Cron..
- Extension will send all email (chains) associated with the customer birthday rule for each selected store.
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Sample Email Template
Abandoned carts reminder
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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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Happy birthday email template
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Dear {{var customerName}}
Happy birthday .
We gift a coupon $50 {{var coupon.code}}
Thank you |
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Update
- When a bug fix or new feature is released, we will provide you with the module's new package.
- All you need to do is repeating the above installing steps and uploading the package onto your store. The code will automatically override.
- Flush the config cache. Your store and newly installed module should be working as expected.
Support
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