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Installing Follow Up Email
To install the extension follow the instructions below:
Set up cron
Introducing Follow Up Email
Follow Up Email extension is a smart email marketing solution that sends emails based on customers’ activity at the store:
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:
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:
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:
Creating new Campaign
To create new campaign click button.
When creating a campaign there are following settings:
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:
Currently, there are five types of events:
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.
Creating New Event
To create new Event click button.
General event settings
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:
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.
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.
Allow store administrator to compose and edit the body of the email.
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 the following way:
Or like this:
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:
The mass-action functionality presented by the Actions drop-down provides mostly the same options applicable to multiple emails at once:
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:
You can always find the latest version of the software, full documentation, demos, screenshots and reviews at http://ecommerce.aheadworks.com
License agreement: http://ecommerce.aheadworks.com/LICENSE-M1.txt
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