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Follow Up Emailfor Magento 2
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+1 (646) 480 - 0154 (US)+44 (20) 8133 - 0154 (UK)
Table of contents
Getting Around.......................................................................................................................................4
Extension Settings..................................................................................................................................5
General Configuration....................................................................................................................................6
Mail Log.........................................................................................................................................................7
Header and Footer..........................................................................................................................................7
Campaigns..............................................................................................................................................7
Campaigns screen...........................................................................................................................................8
Creating new Campaign.................................................................................................................................9
Events...................................................................................................................................................10
Manage Events screen..................................................................................................................................11
Creating New Event......................................................................................................................................13
General event settings.......................................................................................................................................14
Email Chain Delivery Settings.........................................................................................................................14
Condition settings.............................................................................................................................................15
Creating emails.....................................................................................................................................15
General settings............................................................................................................................................16
A/B Testing Mode........................................................................................................................................16
Email Details................................................................................................................................................17
Email directives............................................................................................................................................18
Scheduled Emails.................................................................................................................................19
Mail Log...............................................................................................................................................20
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Getting Around
Magento 2 Follow Up Email allows you to automatically send emails to your customers according to multiple triggering events and feeible conditions. The detailed statistics, A/B tests, advanced email templates, rich confguration and timing options make the entire process of communications precisely targeted and highly effcient.
The eetension is a smart email marketing solution that sends emails based on customers’ activity at the store:
● Abandoned checkout;
● Order status changed;
● Customer registration;
● Any customer activity;
● Newsletter subscription;
● Customer submitted a review;
● Wishlist content has been changed;
● Customer birthday.
Follow Up Email offers eight event triggers for sending relevant messages ad hoc. Every event covers particular aspects of the customer’s store activity: registration, placing orders, etc.
When the event is triggered an email message is sent to the customer’s email address. You can create multiple email templates for a single event adjusting the email subject, body and signature.
Each event email can be scheduled to fre at the appropriate time. For eeample, you may want to schedule an Abandoned Checkout email to fre 30 minutes after the customer left acart at your store, or ask him for a product review in two weeks after the order has been shipped.
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Extension Settings
Once Follow Up Email eetension installed the frst page the store administrator has to visit is the General Eetension settings. The screen is responsible for the general eetension's behavior and we advise visiting and confguring all the eetension settings beforehand.
There are three sections of the general settings available.
General Confguration
The General confguration section contains settings that control Follow Up Email behavior in general.
The following settings can be found in this section:
Sender - defnes the email address that will be used to send all emails by default. The email addresses are taken from the store settings.
Test Email Recipient - defnes the email address which will receive all the test emails sent by the store administrator. Test email address may prove useful if you
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want to see the end email on different devices and want to make sure it has been compiled properly.
BCC Email Address(es) - defnes email addresses (separated by commas) that will receive ALL emails sent by the eetension. May prove useful if want to receive a carboncopy of all emails sent to keep the track and reference.
Test Mode - defnes if the Test Mode for eetension is enabled. Once enabled ALL the eetension emails, disregarding the customer who activated the event, are sent to the Test Email Recipient.
Once done with the General settings, the store administrator is suggested to proceed to theneet block.
Mail Log
This block is represented by the single setting - Keep Emails for, days. The setting controls for how many days the emails sent by the eetension are kept in the Mail Log. While '0' value set disables log cleaning, it is not recommended to use such value, as emailsmay take a solid amount of space at your hard drive, which should be strongly considered on customer-heavy stores.
Header and Footer
This settings block controls what header and footer templates should the eetension use by default. Header and Footer templates may represent blocks of teet or media, that are addedbefore or after the email body correspondingly.
Header and Footer templates may prove useful if you want to keep the particular style of allthe emails sent. For eeample, if you want to add your company's defnitive signature to every email sent. The signature can be added automatically if you use a separate footer template as default.
Once done with the eetension settings the store administrator is suggested clicking
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Campaigns
When it is over with the eetension settings, the store administrator can start creating frst follow up emails. With 2.0 of FollowUpEmail introduced the emails are managed in email Campaigns. The Campaign serves as a briefcase for the emails, and have been introduced for quick and effective email management. The email Campaigns can contain multiple events and numerous emails, all under the same Campaign. In such way, that the store administrator can always fnd proper email in few clicks.
For eeample. Most of the store may fnd the use of thematic campaigns: Xmas, Easter, etc. Xmas campaign can consist of several events:
Customer Registration - which will contain an email with a Merry Christmas message for the newcomers;
Order Status Changed - which will contain emails thematically decorated for Xmas that inform customers on their order status changes;
Abandoned Cart - which will contain different emails depending on the items customers left in the cart with a special Xmas coupon code urging customers to fnish their order.
Campaigns screen
The campaign screen consists of the following elements:
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Campaign description block - this block's purpose is not to let you get lost. It contains the description of the email campaign created by the store administration, and a number ofevent and emails the campaign contains. The campaign on the screen seems to be the test campaing, as follows from the description and contains two events with 24 emails distributed across.
Campaign statistics block - this block represents the average value of the campaign's email performance. As of now, only 2 emails have been sent, one has been opened and a link in the email has been clicked once. Which results in a striking 50% open rate (hope you get noless) and a 100% click rate. Fine numbers.
Campaign controls block - this block is represented by the actions available for the campaign:
Edit Campaign - clicking this opens a window with the campaign name, description, start and end dates;
Duplicate - clicking this allows duplicating the campaign for further adjustments;
Delete - clicking this completely removes the campaign and all associated emails from the store;
button directs you inside the campaign for adding new events and
emails.
Creating new Campaign
To create new campaign click button.
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When creating a campaign there are following settings:
Enable Campaign - defnes if the campaign is enabled;
Campaign Name - defnes campaign name for internal identifcation purposes;
Campaign Description - defnes campaign description for internal identifcation purposes;
Start Date - defnes campaign start date. If required, the campaign can be scheduled on the start date;
End Date - defnes campaign end date. When the end date comes, the campaign will no longer send emails.
A new campaign has been created. You can now click button to proceed
creating Events and Emails.
Events
The Events is what defnes Follow Up Email. 'Event' is a particular action that customer hasto do in order to receive an email. It works the following way:
1. A customer browses the store;
2. Neet, he activates an Event;
3. The Email is created and scheduled;
4. The Email is sent.
Currently, there are 8 types of events:
Abandoned Cart - customer needs to leave a shopping cart with items for one hour to activate this event;
Order Status Changed - customer needs to place an order, every time order statuschanges customer receives an email;
Customer Registration - customer needs to register at the store to activate this event;
Any Customer Activity - customer needs to abandon the store for the specifed period to receive an email;
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Newsletter Subscription - customer needs to subscribe to the newsletter to activate this event;
Customer Submitted a Review - each time a customer submits a review in accordance with particular conditions a follow-up is sent;
Wishlist Content Has Been Changed - new wishlists and wishlist content changes trigger notifcation emails;
Customer Birthday - if a customer provides the date of his birthday, you can send him emails on this occasion.
As you can see, the customer only need to browse your store and whatever customer does to receive the emails.
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Wishlist Event Logic The event is valid for approved reviews only.
Wishlist Event Logic
1. The eetension schedules an email if the wishlist contains a product that suits the provided event conditions. All the conditions are checked when the product is added to the wishlist and one more time before the dispatch.
2. If the new product added to the wishlist doesn't meet the requirements, the eetension ignores this event. If the newly added product conforms the terms, the frst email is canceled and the second email starts the chain. Even if the frst email has been sent, the second email is scheduled anyway.
3. If the conforming product is deleted from the wishlist, the whole chain of corresponding emails is canceled.
4. If the wishlist content is changed, but still meets the requirements, the chain remains valid still the email include the updated content of the wishlist. The wishlist content included contains all products or parent products in case of compound items.
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Manage Events screen
Once you enter the Campaign you appear on the Manage Events page.
Campaign details block - block contains all the details about the campaign the store administrator is currently in.
Event details and management block - block contains event name, description, statistics and a set of management options, including event edition, duplication, move to, and delete functions.
Event emails block - block contains the chain of emails of this event. The emails are sorted by the sending order, which can be easily changed with the provided drag-and-drop functionality.
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Wishlist Event Logic The drag-and-drop functionality doesn't change any other email parameters eecept the sending order.
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Creating New Event
To create new Event click button.
General event settings
●Enable Event - defnes if the event is enabled;
●Event Name - defnes event name for internal identifcation purposes;
●BCC Email(s) - defnes email addresses the carbon copy of the email should be sent to;
●Send to Newsletter Subscribers Only - defnes if the emails of this event should only be sent to customers who subscribed to the newsletter.
Email Chain Delivery Settings
The If Failed to Send Email setting defnes the pattern according to which the emails are sent. If the previous email failed to be sent, the frst option is to Skip the failed email and
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continue sending out consecutive emails. The second option is to cancel the whole email chain.
The setting really depends on the fact whether the emails created are someway connected and the following comes from the previous one. So it is up to the store administrator to decide on the preferable pattern.
Condition settingsConditions defne the scenario the emails should be sent on. In other words, what store view, customer group, items in the cart or in the order should trigger the email sending.
There can be up to four condition blocks:
General conditions - defne at what store view(s) the email is active;
Customer conditions - defne for what customer group(s) the email will be sent, and if only customers with the particular amount of lifetime sales will receive an email;
Cart conditions - defne which items should be in the customer's cart for the email to be sent;
Products - defne what product types should be in the customer's cart for the email to be sent.
Once done with the settings, the store administrator clicks button.
Creating emails
Once the Event is created the store administrator can click button in the Event
Details and Control block to add new email to is.
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General settings
● Enable Email - defnes if the Email is enabled;
● Name - defnes the name of the Email for internal identifcation purposes;
● Send Email - defnes when the email should be sent.
A/B Testing Mode
A/B testing allows you to send two emails at once. 'A' email is sent to 50% of the customers, 'B' email is sent to another 50% of customers. The customers are split randomlyinto two groups. These two groups cannot intersect in consecutive emails, and are preserved through the whole A/B testing process.
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Note the description displayed after the Send Email setting. The frst email in the chain is sent after the event is activated, consecutive emails are sent related to the previous email.
For eeample:
The frst email is sent 1 day after the event is activated;
The second email is sent after two days from the previous email;
It means that the second email is sent after three days after the event is activated.
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● Enable A/B Testing - defnes if A/B testing is enabled. Once enabled the store administrator gains an access to the body of the B email.
● Primary Email - defne which email variant is sent once A/B Testing is disabled.
Email Details
Allow store administrator to compose and edit the body of the email.
● Sender Name - defnes the name displayed in the 'From' feld of the email;
● Sender Email - defnes which email address the email is sent;
● Subject - defnes the subject of the email which is displayed to the customer;
● Content - here the store administrator composes the contents of the email (supports HTML) ;
Additionally the following control elements available in the Email Details block:
- allows inserting Magento native and Follow Up Email variables to the
email;
- allows previewing the email as it will be sent to customers;
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- allows sending test emails to the Test Email Recipient for testing
purposes.
That's it. Once the emails are created the store administrator can start the campaign and start sending out the emails.
Email directives
In addition to the standard set of variables the eetension introduces, the store owner can also use the thumbnail directive that is available specifcally for Abandoned Cart and OrderStatus Changed emails.
The directive can be used in the following way:
● Thumbnail width and height are optional;
● Aspect ration is forced by default and corresponds to the original product image;
● As a source one can also use product id. To do this, replace PRODUCT_ID with the ID of the product from the catalog.
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<ul>{{for item in quote.getAllVisibleItems() }}<img src="{{thumbnail width="100" height="150" source="$item.product"}}"/>{{/for}}</ul>
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Scheduled Emails
The Scheduled Emails section allows to track and manage all scheduled emails. The Scheduled Emails grid provides all default fltering and sorting options but additionally allows you to manage scheduled emails individually or massively.
The Select drop-down provided in the Actions column provides the following management options:
● Go to campaign settings - sends Magento admins to the campaign of this particular email if he wants to confgure it additionally;
● Cancel - allows canceling this particular email;
● Cancel this chain - allows canceling the whole chain this email belongs to;
● Send now - allows sending the email right away.
The mass-action functionality presented by the Actions drop-down provides mostly the same options applicable to multiple emails at once:
● Send now (sends all selected emails) ;
● Cancel selected emails;
● Cancel selected email chains.
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Mail Log
Mail Log is where all the sent emails are kept for tracking purposes.
The Mail Log represents a grid with the relevant email data such as Campaign name, Event type, etc. The grid comes with the following control elements:
● button allows adding/disabling the grid columns, some may be
eecessive and some relevant to your current tasks;
● button allows looking for the emails matching a set of attributes;
● button allows saving perfect grid look you found to quickly load it
whenever required.
For an in-depth look visit Product Labels demo store at the eetension’s product page.
Feel free to contact our support team with any questions:
Submit a help desk ticket
Call us:
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