- Installing Follow Up Email
- Introducing Follow Up Email
- Extension settings
- Creating emails
- Scheduled Emails
- Mail Log
Magento 2 Follow Up Email allows you to automatically send emails to your customers according to multiple triggering events and flexible conditions. The detailed statistics, A/B tests, advanced email templates, rich configuration and timing options make the entire process of communications precisely targeted and highly efficient.
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Installing Follow Up Email
To install the extension follow the instructions below:
Set up cron
If you have already configured cronjobs for your Magento installation then you can skip this step. Read the following instructions on setting cronjob for your Magento store: Magento user guide.
Generally, it would be enough to run in SSH console of your server:
And insert the following line:
Don't forget to confirm saving request when exit.
Introducing Follow Up Email
Follow Up Email extension 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 fire at the appropriate time. For example, you may want to schedule an Abandoned Checkout email to fire 30 minutes after the customer left a cart at your store, or ask him for a product review in two weeks after the order has been shipped.
Once Follow Up Email extension installed the first page the store administrator has to visit is the General Extension settings. The screen is responsible for the general extension's behavior and we advise visiting and configuring all the extension settings beforehand.
There are three sections of the general settings available.
The General configuration section contains settings that control Follow Up Email behavior in general.
The following settings can be found in this section:
- Sender - defines 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 - defines the email address which will receive all the test emails sent by the store administrator. Test email address may prove useful if you want to see the end email on different devices and want to make sure it has been compiled properly.
- BCC Email Address(es) - defines email addresses (separated by commas) that will receive ALL emails sent by the extension. May prove useful if want to receive a carbon copy of all emails sent to keep the track and reference.
- Test Mode - defines if the Test Mode for extension is enabled. Once enabled ALL the extension 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 the next block.
This block is represented by the single setting - Keep Emails for, days. The setting controls for how many days the emails sent by the extension are kept in the Mail Log. While '0' value set disables log cleaning, it is not recommended to use such value, as emails may 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 extension use by default. Header and Footer templates may represent blocks of text or media, that are added before or after the email body correspondingly.
Header and Footer templates may prove useful if you want to keep the particular style of all the emails sent. For example, if you want to add your company's definitive signature to every email sent. The signature can be added automatically if you use a separate footer template as default.
Once done with the extension settings the store administrator is suggested clicking .
When it is over with the extension settings, the store administrator can start creating first 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 find proper email in few clicks.
For example. Most of the store may find 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 finish their order.
The campaign screen consists of the following elements:
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 of event 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 no less) 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.
When creating a campaign there are following settings:
- Enable Campaign - defines if the campaign is enabled;
- Campaign Name - defines campaign name for internal identification purposes;
- Campaign Description - defines campaign description for internal identification purposes;
- Start Date - defines campaign start date. If required, the campaign can be scheduled on the start date;
- End Date - defines 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.
The Events is what defines Follow Up Email. 'Event' is a particular action that customer has to do in order to receive an email. It works the following way:
- A customer browses the store;
- Next, he activates an Event;
- The Email is created and scheduled;
- 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 status changes 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 specified period to receive an email;
- 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 notification 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.
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.
Creating New Event
To create new Event click button.
General event settings
- Enable Event - defines if the event is enabled;
- Event Name - defines event name for internal identification purposes;
- BCC Email(s) - defines email addresses the carbon copy of the email should be sent to;
- Send to Newsletter Subscribers Only - defines 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 defines the pattern according to which the emails are sent. If the previous email failed to be sent, the first option is to Skip the failed email and 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.
Conditions define 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 - define at what store view(s) the email is active;
- Customer conditions - define 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 - define which items should be in the customer's cart for the email to be sent;
- Products - define 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.
Once the Event is created the store administrator can click button in the Event Details and Control block to add new email to is.
- Enable Email - defines if the Email is enabled;
- Name - defines the name of the Email for internal identification purposes;
- Send Email - defines 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 randomly into two groups. These two groups cannot intersect in consecutive emails, and are preserved through the whole A/B testing process.
- Enable A/B Testing - defines if A/B testing is enabled. Once enabled the store administrator gains an access to the body of the B email.
- Primary Email - define which email variant is sent once A/B Testing is disabled.
Allow store administrator to compose and edit the body of the email.
- Sender Name - defines the name displayed in the 'From' field of the email;
- Sender Email - defines which email address the email is sent;
- Subject - defines 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;
- 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.
In addition to the standard set of variables the extension introduces, the store owner can also use the thumbnail directive that is available specifically for Abandoned Cart and Order Status 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.
The Scheduled Emails section allows to track and manage all scheduled emails. The Scheduled Emails grid provides all default filtering 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 configure 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.
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 excessive 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.
You can always find the latest version of the software, full documentation, demos, screenshots and reviews at http://ecommerce.aheadworks.com
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