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Created: 21/01/2016 | By: Magenest | Email: [email protected]
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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
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!.
You can configure the extension;s general settings in Store > Configuration > Magenest > FollowUp Emails Configuration
Follow up Emails | Follow up Emails | Follow up Emails | Follow up Emails | Follow up Emails | 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)
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 |
General information include Rule Name, Status, Active From-To, Websites and Customer Groups.
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:
Press Add New Template
Then go to Marketing > FollowUp 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 > FollowUp Emails > Rule, follow Email Chain Tab
To configure Google Analytics Campaign, follow these steps:
After configuring Google Analytics Campaign, extension will automatically add special get params to all links in emails. Thus, you don't need to do additional configuration adjustments. (i.e. url http://example.com/about-us/ will be converted tohttp://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.
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.
Manage your customers' abandoned carts in this section
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)
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.
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> |
Dear {{var customerName}} Happy birthday . We gift a coupon $50 {{var coupon.code}} Thank you |
Support
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.