abandoned carts alerts pro user manual by aitoc

Abandoned Carts AlertsRecover abandoned carts and improve your sales.

List of features:Sends alerts to registered members and guests;

Enables Admin to send up to three alert follow-ups;

Enables customers to recover their carts with just one click;

Automatically logs in registered customers;

Allows to stop alerts when a customermakes a purchase or uses the cart recovery link;

Enables Admin to include a couponin alert messages and set an expiration date for it;

Enables Admin to track whichcustomers came back and when;

Allows to send the first alert withinminutes upon cart abandonment;

Supports automatic and manual alert sending;

Enables Admin to create/edit/delete alerts;

Provides Admin with aneditable html template for reminders;

Allows Admin to configure the delayperiod between the abandonment and reminder;

Saves the history of sent remindersand allows to delete them;

Comes with a User Manual;

100% Open Source.

Special Product For

Developed by AITOC, Inc. www.aitoc.com

TABLE OF CONTENTS

Abandoned Carts Alerts Pro Manual | Developed by AITOC, Inc. www.aitoc.com | [email protected] | / 11

1. How to Enable the Extension …..……….…………………………………................................ 3

2. Configuring the Extension …..………….…………………………………................................. 4

3. Configuring the Extension …..………….…………………………………................................. 5

4. Check that the Basic Feature (Email Sending) of the Extension Works – Part 1……….... 6

5. Check that the Basic Feature (Email Sending) of the Extension Works – Part 2……….... 7

6. Edit Text and Format of Alert Messages – Part 1 …………………………………………….... 8

7. Edit Text and Format of Alert Messages – Part 2 …………………………………………….... 9

8. How to Generate and Send Alerts Manually, if Cron is not Enabled ……….…………….. 10

9. History Page ………………………………………………………………….……….………..…… 11


1.How to Enable the Extension

Go to System > Manage AITOC Modules, check

“Abandoned Carts Alerts Pro” and click “Save

modules settings” button in the top right corner.

2.Configuring the Extension. Part 1

- With the help of our module you can send a

notification three times to each customer. If

you would like to send a notification only

once to each customer, please indicate “0”

(zero) in “Second Delay Period (hours)”

and “Third Delay Period (hours)” fields.

- You can choose a different transactional

email template for each follow up.

- Please note that for the first follow up the

delay period is measured in minutes

and for the second and third ones it is

measured in hours.


- You can set it so, that sending of alerts will

stop, if the customer clicks the recovery link in

the alert message and/or makes a purchase.

- You can also include a discount coupon in

any of the follow-ups, indicate discount type

(percent, fixed amount per product or per

whole order), discount amount and expiry period.

This settings page can

be found in Admin Panel

> System > Configuration

> Catalog – Abandoned Cart Alerts.

You can get your copy of e-mails

You can disable sending reminders to

specific customer groups.

3.Configuring the Extension. Part 2

Here you can select statuses of orders that

can be considered as abandoned.


- Please set the time in hours for the order of

status selected above to be considered as

abandoned. If order has changed its status

within this time it won’t be considered as

abandoned

This settings page can

be found in Admin Panel

> System > Configuration

> Catalog – Abandoned Cart Alerts.

- With the help of our module you can send a

notification three times to each customer. If

you would like to send a notification only

once to each customer, please indicate “0”

(zero) in “Second Delay Period (hours)”

and “Third Delay Period (hours)” fields.

- You can choose a different transactional

email template for each follow up.

- Please note that for the first follow up the

delay period is measured in minutes

and for the second and third ones it is

measured in hours.

4. Check that the Basic Feature

(Email Sending) of the Extension

Works – Part 1

Once you have configured the extension, we recommend to make

sure, that alert emails are delivered (also you will see, if the alert

email format corresponds to your requirements).

For this, please do the following actions:

1) Make sure that “Send E-mails” option of the module is set to “No”

(System >> Configuration >> Catalog >> Abandoned Carts Alerts).

2) Go to Newsletter >> Abandoned Carts Alerts >> Pending Alerts and click “Add Alert” button:


Once you complete the above steps, please go to the next page.

5. Check that the Basic Feature (Email Sending) of the Extension Works – Part 2

Continuation:

3) Enter your email and other details,

for example:

Store View: English

Follow Up: First

Alert Will Be Sent On: Any date

Customer Email:

[email protected]

Customer First Name: Example

Customer Last Name: Example

Products: any product links or just

any text – this is for testing purposes

4) Click “Save and Send Out”

5) Check you email account

6) If the email didn’t get delivered to

neither inbox nor junk (spam) folder,

please make sure that your hosting

supports sending of emails via php.

7) If you received the email – great,

the extension works! If both the text

and format of the email suit you, you

can just set “Send E-mails” option to

“Yes” and get going. Otherwise

please edit the email text and format

it and set “Send Emails” to “Yes”

after that. At the “History” page you

will be able to see alerts that were

already sent to your customers.


6. Edit Text and Format of Alert Messages – Part 1

There are three templates for

abandoned carts alerts – a separate

template for each follow up message.

By default they all have the same

text, so please feel free to edit them

according to your requirements. For

this please do the following:

1) Go to System > Transactional

Emails

2) Click “Add New Template” button

3) In the “Template” dropdown

choose one of the module templates

(let’s say “Abandoned Cart The First

Follow Up”)


Once you complete the

above steps, please go

to the next page.

7. Edit Text and Format of Alert Messages – Part 2

Continuation:

4) Click “Load Template” button.

5) Enter “Template Name”

6) If needed, edit the template

subject and content. 7) Click “Save Template” button.


{{var products}} variable

is used to display the list

of products, that were in

the abandoned cart.

{{var recover_url}} variable is

used to display the link,

clicking which a customer can

recover the abandoned cart.

{{var coupon}} and {{var

coupon_days}} variables are

used to display the coupon

code and coupon expiry date

accordingly (if admin allows

adding a coupon).

8. How to Generate and Send Alerts Manually, if Cron is not Enabled.

To generate and send alerts manually, please

go to admin area > Newsletter > Abandoned

Carts Alerts > Pending Alerts. To generate

alerts click “Update Queue Now” button –

alerts will be generated for the period

between “previous alert generation” and

“current time minus 10 minutes”.


Please select the necessary alerts from

the queue and either delete them or

send them by choosing the appropriate

action in the “Actions” dropdown and

clicking “Submit” button.

9. History Page


At the History page (admin area > Newsletter

> Abandoned Carts Alerts > History) you find

the list of sent alerts. Also there you can see

for which alerts recovery links were used,

when they were used and from which IP.

Thank you for your interest in AITOC’s extension for Magento.

To buy this extension and browse through other useful modules, please visit our website http://www.aitoc.com/en/magento.html

May you have any questions, please contact [email protected]

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