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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

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 module 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.

Now, using your Command line/Terminal, log into your ssh server, go to your Magento root directory, say it's named magento2, and execute the following commands:

cd ..

sudo chmod -R 777 magento2

cd magento2

php bin/magento setup:upgrade

sudo chmod -R 777 var pub

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

Afterwards, go to your backend site, go to System > Cache Management and flush all caches

Now you can go to your store and check if the extension is working as expected. We are sure it is!

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
  
  

Setting Up Rules

Follow up Emails | Follow up Emails | Follow up Emails | Follow up Emails | Google Analytics | Follow up Emails

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:

Rule Information

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

Condition

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.

Google Analytics

Coupon

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.

Abandoned Cart List

Manage your customers' abandoned carts in this section

Customer Birthday Collect

Mail Log

The extension has its own mailing queue, accessible via 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)

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. 

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

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