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

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 follow up emails and SMS and 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 customers 

At 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 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 an email and SMS 

Do you wonder how to send an email or an SMS to customers ? 

It is really very simple. When customers have an action in these events created, the system will automatically send 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 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' 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 you to send directly SMS to your customers by integrating with Nexmo. The system will allow you to send SMS to customers after they place order, register an account or subscribe newsletter.

What is Nexmo?

 Nexmo offers a global SMS API which allows you to send messages to all but four countries and receive inbound messages via virtual numbers in twenty eight countries. It helps your business:

+ More security, lower latency.

+ Better delivery rates.

+ Free inbound SMS.

Nowadays, most people have owned at least a smartphone. It'll 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 you desire.

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

2. System Requirements

3. Installation

Here we will guide you through the installation process of our extension. First off, open FileZilla, log in to your host as follows:

In the above example we switched the local site to the extension directory, and the remote site to the code directory. Now on the remote site window, inside app/code directory, create a folder named Magenest and go inside it. Now on your local site window, right click on Wrapper extension and click Upload. The extension will be uploaded onto your host in a few minutes.

The second method will require you to compress the extension into .zip or .tar.gz format, then execute the following command in your Command Line/Terminal:

    scp <path to your extension> <ssh server>:<path to Magenest directory>

Then log into your ssh server, go to Magenest directory and execute the following command to decompress the module:

    unzip <.zip compressed extension> 

Or

    tar -xzvf <.tar.gz compressed extension>

Now go to your Magento root directory, say it's named magento2, and execute the following commands:

    sudo chmod -R 755 .

    php bin/magento setup:upgrade

    php bin/magento setup:static-content:deploy

    sudo chmod -R 777 var pub

After running all these, your Command line/Terminal window might look like this:

Finally, you need to flush the cache by either type this into the Command Line/Terminal:

    php bin/magento cache:flush

Or go to System > Cache Management and click Flush Magento Cache. 

Now you can go to your store and check if the extension is working as expected.

4. 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.

• Mandrill Integration 

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 through Mandrill.   

• Mobile number of customer

This is the best feature that we bring for the owner store. 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 

• NexMo Integration 

We integrated with NexMo allowing admin to be able to send an sms to the customer. 

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.

5. Setting Up Rules

We created a Ultimate Follow Up Emails tab which allows admin can easily set and manage, regarding to this extension. 

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

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.  

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

Events                                                                                                                                                                         

The extension supports these events:

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. 

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.    

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. 

Especially, admin 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 

Especially, admin can set one or more SMS for a rule. 

Google Analytics

To configure Google Analytics Campaign, follow these steps: 

1. Go to Marketing > Ultimate Follow Up Emails > Rule, open rule and follow tab Google Analytics.
2. Fill in 3 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.
3. Save the trigger

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 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.

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.

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. 

6. Mail Log

• Go to Marketing > Ultimate 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)

7. SMS Log 

Go to Marketing > Ultimate Follow Up Email > Sms Log. 

In the Sms log screen, admin 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.

8. Abandoned Cart List

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

Manage your customers' abandoned carts in this section.      

9. Customer Birthday Collect

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

Collect your customers' date of birth in this section.

10. Testing Rule 

To test abandoned cart rule, follow these steps: 

1. Go to Marketing > Follow Up Emails > Rule.
2. At top right corner press Emulate Hourly Cron..
3. Extension will send all email (chains) associated with the abandoned card rule for each selected store.
   
   

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.

11. 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

12. 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. 

13. 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.  

14. Integration with Nexmo to send SMS

sThis is great feature that we brings for you in this extension. Besides sending emails, you can directly send SMS to customers' mobile.

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

Note that the customer need to enter their exact phone because the system will send an sms to this phone. 

The following is an sms which is sent to customer.  

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

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

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