follow up email_for_magento_2_user_guide

User Guide: Follow Up Email for Magento 2

Follow Up Email for Magento 2

Magento Extension User Guide

Official extension page: Follow Up Email for Magento 2

Support: http://amasty.com/contacts/

https://amasty.com/follow-up-email-for-magento-2.html





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Table of contents:

1. General Settings……………….………………………………………………….………………….…..3 2. Rule Creation…………………………………………………….……………….…………………….….8 3. Email Templates settings………………………………………………………………………….....20 4. Advanced template settings………………………………………………………………………….25 5. Black list creation……………………….…………………………………………………………….…27 6. Sent emails log………………………………………….…………………………………………………28



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1. General Settings


To configure general extension settings please go to Stores -> Configuration -> Amasty Extensions -> Follow Up Email

Set this option to ‘Yes’ if you want to make the coupon available only for the email recipient.


If you want to send winback emails to customers who have not visited store for some time you need to specify the period of customer absence (in days).

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In this tab you can specify the required sender details that will be used by default.



1. General Settings

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Click here to export emails for a blacklist in a CSV file.


1. General Settings

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Specify an email address to which test emails will be sent.



Set this option to ‘Yes’ if you want to prevent email sending to customers during email testing.

1. General Settings

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Choose templates that will be used for email headers and footers.


1. General Settings

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To create a rule for emails dispatch please go to Marketing -> Follow Up Email -> Rules


Click here to create a new rule.

2. Rule Creation


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Specify the name of an email campaign.


Choose the event which would start your email campaign.

After the settings are specified click here to continue.

2. Rule Creation

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You can choose the event that will cancel emails dispatch if necessary.


2. Rule Creation

Set this option to ‘No’ if you want to send emails to all registered customers.

If there is a need you can easily deactivate the rule.

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If you chose the ‘Date’ starting event, you can specify the date here.


2. Rule Creation

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These settings allow you to specify stores and customer group to which the rule will be applied.


2. Rule Creation

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In this tab you can specify sender details which will be used only for this rule.


2. Rule Creation

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These settings allow you to get Google Analytics statistics on your email campaign. NOTE: the fields Campaign Source, Campaign Medium and Campaign Name are REQUIRED.


The information will be accessible under campaigns in you GA account.

2. Rule Creation

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Choose the coupon type: • Percent of product price discount; • Fixed amount discount; • Fixed amount discount for whole

cart.


Specify delivery time.

If you want to send the email several times, please click this button and set up the appropriate data.

2. Rule Creation

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To create complex rules with AND/OR logic choose the Conditions Combination option.


Specify the discount amount, expiration date and, if you need: - the number of products in cart to which you want to apply maximum Qty discount ; - discount Qty step.

2. Rule Creation

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Instead of specifying multiple conditions for each coupon, you can just use one of the shopping cart price rules. In this case the Follow Up Email module will create coupons and add it to the rule. Each customer will receive a coupon with your letter. NOTICE: This feature works only if ‘Use Auto Generation Option’ is enabled in the shopping cart rule.


2. Rule Creation

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When you configure the rules based on order statuses you can see the additional tab ‘Condition’.


2. Rule Creation

At this tab you’re able to set up different conditions for rule implementation (this is optional).

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2. Rule Creation

Click here to send a test email. To specify an email receiver email, please go to: Stores > Configuration > Amasty Extensions > Follow Up Email > Testing.

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3. Email templates settings

To create an email template or edit already existing ones please go to Marketing -> Email Templates

Click here to add a new email template

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Choose the necessary template from the dropdown and click the ‘Load Template’ button.

See how to use email templates.

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Configure template content according to your needs.

Click this button to insert any necessary handle in the e-mail template.

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Here are some variables that might be useful for your template. Return Cross-sell Product Grid – displays cross-selling and related items for the ordered product; Return Wishlist Product Grid – displays the items from a customer’s wishlist; Return Quote Product Grid – displays the items from the order.

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Specify the rule name and choose the start event.

See how to use email templates.

Select the necessary email template from the drop-down. Important! First you should create an email template and only then configure the rule.

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4. Advanced template settings

Use format manager to display currency, dates, price and time in the necessary format.

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4. Advanced template settings

Use URL manager to automatically create URLs corresponding to Magento requirements.

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5. Blacklist creation

If you want to add an email address to the black list, please open: Marketing-> Follow Up Email > Black List NOTE: if you need to quickly add a whole black list, please import it through CSV file, as shown on the Page 5.

Click here to manually add an email address.

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6. Email Log

To see all sent emails, please open: Marketing -> Follow Up Email -> History.

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Thank you!

Your feedback is absolutely welcome!

Should you have any questions or feature suggestions, please contact us at: http://amasty.com/contacts/



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