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User Guide: Abandoned Cart Email
Page 1
Abandoned Cart Email
Magento Extension
User Guide
Official extension page: Abandoned Cart Email
Support: http://amasty.com/contacts/
Page 2
Table of contents:
1. General Settings………………………………………………………………………………………..……..3
2. Create New Rules………………………………………………………………………………………..…...4
3. Emails Queue……………………………………………………………………………………………..…..10
4. Emails History………………………………………………………………………………………….…….12
5. Emails Black List……………………………………………………………………………………….……13
6. Test Emails…………………………………………………………………………………………………….14
7. Abandoned Cart Email – How to create e-mail template ……………………………..…… 15
8. Template Sample……………………………………………………………………………………………17
9. Template Settings…………………………………………………………………………………………..18
User Guide: Abandoned Cart Email
Support: http://amasty.com/contacts/
Page 3
1. Abandoned Cart Email – General Settings
To set up Abandoned Cart Email,
please go to:
System > Configuration > Abandoned
Cart
Specify general email
sender details as well as
the address to send the
email copy to.
User Guide: Abandoned Cart Email
Support: http://amasty.com/contacts/
Quickly import
customer emails for
you blacklist.
Set this option to ‘Yes’ if you
want to make the coupon
available only for the email
recipient.
Page 4
Click here to create a new
rule.
Observe already created
rules, their id numbers
and statuses.
2. Abandoned Cart Email– Create New Rule
User Guide: Abandoned Cart Email
Support: http://amasty.com/contacts/
Page 5
Set the rule’s priority.
Rules with higher
priority will be applied
first
2. Abandoned Cart Email – Create New Rule
User Guide: Abandoned Cart Email
Support: http://amasty.com/contacts/
If after receiving the reminder
customer places the order or clicks on
the email link, he/she won’t be sent
any reminders anymore.
Page 6
Specify the store view and customer
groups to which the rule should be
applied.
2. Abandoned Cart Email – Create New Rule
User Guide: Abandoned Cart Email
Support: http://amasty.com/contacts/
Page 7
Choose as many conditions as
you need to create the most
flexible rule. You can specify
particular brands, subtotal,
country origin etc.
User Guide: Abandoned Cart Email
2. Abandoned Cart Email – Create New Rule
Support: http://amasty.com/contacts/
Page 8
Choose the coupon type, the date of its
expiration as well as the discount
amount and the cart subtotal for each
particular email.
Set the time intervals after which the
cart will be considered abandoned
and the email reminder will be sent
to a customer.
2. Abandoned Cart Email – Create New Rule
User Guide: Abandoned Cart Email
Support: http://amasty.com/contacts/
See how to create e-
mail template on
page 16
You can add as many
new scheduled
emails as you need.
Page 9
Set the time intervals after which the
cart will be considered abandoned
and the email reminder will be sent
to a customer.
2. Abandoned Cart Email – Create New Rule
User Guide: Abandoned Cart Email
Support: http://amasty.com/contacts/
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.
Page 10
Click here to start
editing email
templates.
3. Abandoned Cart Email – Emails Queue
On the queue grid you
can see all the emails that
are waiting to be sent.
You can also observe the
scheduled sending time
and the coupon code.
User Guide: Abandoned Cart Email
Support: http://amasty.com/contacts/
Page 11
3. Abandoned Cart Email – Emails Queue
Edit email templates right from the
queue grid. You can change customer
email address, scheduled sending date
and time as well as the subject of your
email.
Here you can insert
and edit any template
you need.
User Guide: Abandoned Cart Email
Support: http://amasty.com/contacts/
Page 12
See and export the list of
email addresses to which
email reminders have
already been sent.
4. Abandoned Cart Email – Emails History
Observe email statuses for
proper analyzing your
email campaign. See how
many email recipients
recovered their abandoned
carts or just clicked on
the recovery link.
User Guide: Abandoned Cart Email
Support: http://amasty.com/contacts/
Page 13
5. Abandoned Cart Email – Emails Black List
Edit already existing emails
in your black list or
manually add new ones.
User Guide: Abandoned Cart Email
Support: http://amasty.com/contacts/
Page 14
You have the opportunity
send test emails in order to
check out if everything
functions well.
6. Abandoned Cart Email – Test Emails
Test emails work only for
registered users. When a
customer adds some items
to the cart and then leaves
it without making a
purchase, his/her email
address gets to the test
grid.
User Guide: Abandoned Cart Email
To send test reminder,
please choose the email you
need and click here.
Support: http://amasty.com/contacts/
Page 15
7. Abandoned Cart Email – How to create e-mail template
To create a template please go
System -> Transactional Emails
Click ‘Add new
template’
User Guide: Abandoned Cart Email
Support: http://amasty.com/contacts/
Page 16
7. Abandoned Cart Email – How to create e-mail template
Save the template after you
finish it.
Now you can use any templates
created in ‘Transactional
e’mails’ section for abandoned
cart e-mails.
User Guide: Abandoned Cart Email
Support: http://amasty.com/contacts/
Page 17
8. Abandoned Cart Email – Template Sample
This is the example of one of ready-to-use email
templates.
Here you can place a coupon code as well as the
complete list of the abandoned cart items.
Provide customers
with the
opportunity to
unsubscribe from
your emails.
User Guide: Abandoned Cart Email
Support: http://amasty.com/contacts/
Page 18
User Guide: Abandoned Cart Email
Show items to your customers
in the table view cell mode. Just
edit the template located in
‘Transactional emails’ section.
Set up “mode=table” in html
content.
9. Abandoned Cart Email – Template Settings
Specifying “image=yes” you
enable product images
displaying in your template.
Support: http://amasty.com/contacts/
Page 19
User Guide: Abandoned Cart Email
You can arrange items in the list
mode with their description
aside. For this aim you need to
specify “mode=list” in the
template html content.
You can also edit the product
description length setting up
“descriptionFormat=full” or
“descriptionFormat=short” in
accordance with your goals.
9. Abandoned Cart Email – Template Settings
Support: http://amasty.com/contacts/
Page 20
User Guide: Abandoned Cart Email
9. Abandoned Cart Email – Template Settings
You can show or hide the
product price. Set up
“price=yes” or “price=no”
when editing template.
When you specify
“discount=yes” you add the
discount price which was fixed
in Abandoned Cart Rules (see
page 8).
Here is a coupon code
appeared after specifying
“discount=yes”.
Decide which price to show to
customers: tax-included or
tax-excluded and than specify
the appropriate settings:
priceFormat=includeTax or
priceFormat=excludeTax .
Support: http://amasty.com/contacts/
Page 21
User Guide: Abandoned Cart Email
9. Abandoned Cart Email – Template Settings
Support: http://amasty.com/contacts/
Here is the example of
the configuration option
(shoe size)
“optionList=yes”
You can show or hide
configuration options like
color, size etc. for
configurable products in your
email template. Set up
“optionList=yes” or
“optionList=no” when editing
the template.
Page 22
User Guide: Abandoned Cart Email
9. Abandoned Cart Email – Template Settings
Use format manager to
choose how to display in the
template:
• currency
• date
• price
• time
You can choose whether to
use short/long or medium
display type. Here you can
see the example with date
format.
The long
type is
specified.
Support: http://amasty.com/contacts/
The long date format
is displayed in the
email template.
Page 23
User Guide: Abandoned Cart Email
9. Abandoned Cart Email – Template Settings
Support: http://amasty.com/contacts/
Use URL manager to
automatically create
URLS corresponding to
Magento requirements.
Thank you!
Your feedback is absolutely welcome!
Should you have any questions or feature suggestions, please contact us at:
http://amasty.com/contacts/
Support: http://amasty.com/contacts/
Page 24
User Guide: Abandoned Cart Email

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Abandoned Cart Email: Magento Extension by Amasty. User Guide

  • 1. User Guide: Abandoned Cart Email Page 1 Abandoned Cart Email Magento Extension User Guide Official extension page: Abandoned Cart Email Support: http://amasty.com/contacts/
  • 2. Page 2 Table of contents: 1. General Settings………………………………………………………………………………………..……..3 2. Create New Rules………………………………………………………………………………………..…...4 3. Emails Queue……………………………………………………………………………………………..…..10 4. Emails History………………………………………………………………………………………….…….12 5. Emails Black List……………………………………………………………………………………….……13 6. Test Emails…………………………………………………………………………………………………….14 7. Abandoned Cart Email – How to create e-mail template ……………………………..…… 15 8. Template Sample……………………………………………………………………………………………17 9. Template Settings…………………………………………………………………………………………..18 User Guide: Abandoned Cart Email Support: http://amasty.com/contacts/
  • 3. Page 3 1. Abandoned Cart Email – General Settings To set up Abandoned Cart Email, please go to: System > Configuration > Abandoned Cart Specify general email sender details as well as the address to send the email copy to. User Guide: Abandoned Cart Email Support: http://amasty.com/contacts/ Quickly import customer emails for you blacklist. Set this option to ‘Yes’ if you want to make the coupon available only for the email recipient.
  • 4. Page 4 Click here to create a new rule. Observe already created rules, their id numbers and statuses. 2. Abandoned Cart Email– Create New Rule User Guide: Abandoned Cart Email Support: http://amasty.com/contacts/
  • 5. Page 5 Set the rule’s priority. Rules with higher priority will be applied first 2. Abandoned Cart Email – Create New Rule User Guide: Abandoned Cart Email Support: http://amasty.com/contacts/ If after receiving the reminder customer places the order or clicks on the email link, he/she won’t be sent any reminders anymore.
  • 6. Page 6 Specify the store view and customer groups to which the rule should be applied. 2. Abandoned Cart Email – Create New Rule User Guide: Abandoned Cart Email Support: http://amasty.com/contacts/
  • 7. Page 7 Choose as many conditions as you need to create the most flexible rule. You can specify particular brands, subtotal, country origin etc. User Guide: Abandoned Cart Email 2. Abandoned Cart Email – Create New Rule Support: http://amasty.com/contacts/
  • 8. Page 8 Choose the coupon type, the date of its expiration as well as the discount amount and the cart subtotal for each particular email. Set the time intervals after which the cart will be considered abandoned and the email reminder will be sent to a customer. 2. Abandoned Cart Email – Create New Rule User Guide: Abandoned Cart Email Support: http://amasty.com/contacts/ See how to create e- mail template on page 16 You can add as many new scheduled emails as you need.
  • 9. Page 9 Set the time intervals after which the cart will be considered abandoned and the email reminder will be sent to a customer. 2. Abandoned Cart Email – Create New Rule User Guide: Abandoned Cart Email Support: http://amasty.com/contacts/ 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.
  • 10. Page 10 Click here to start editing email templates. 3. Abandoned Cart Email – Emails Queue On the queue grid you can see all the emails that are waiting to be sent. You can also observe the scheduled sending time and the coupon code. User Guide: Abandoned Cart Email Support: http://amasty.com/contacts/
  • 11. Page 11 3. Abandoned Cart Email – Emails Queue Edit email templates right from the queue grid. You can change customer email address, scheduled sending date and time as well as the subject of your email. Here you can insert and edit any template you need. User Guide: Abandoned Cart Email Support: http://amasty.com/contacts/
  • 12. Page 12 See and export the list of email addresses to which email reminders have already been sent. 4. Abandoned Cart Email – Emails History Observe email statuses for proper analyzing your email campaign. See how many email recipients recovered their abandoned carts or just clicked on the recovery link. User Guide: Abandoned Cart Email Support: http://amasty.com/contacts/
  • 13. Page 13 5. Abandoned Cart Email – Emails Black List Edit already existing emails in your black list or manually add new ones. User Guide: Abandoned Cart Email Support: http://amasty.com/contacts/
  • 14. Page 14 You have the opportunity send test emails in order to check out if everything functions well. 6. Abandoned Cart Email – Test Emails Test emails work only for registered users. When a customer adds some items to the cart and then leaves it without making a purchase, his/her email address gets to the test grid. User Guide: Abandoned Cart Email To send test reminder, please choose the email you need and click here. Support: http://amasty.com/contacts/
  • 15. Page 15 7. Abandoned Cart Email – How to create e-mail template To create a template please go System -> Transactional Emails Click ‘Add new template’ User Guide: Abandoned Cart Email Support: http://amasty.com/contacts/
  • 16. Page 16 7. Abandoned Cart Email – How to create e-mail template Save the template after you finish it. Now you can use any templates created in ‘Transactional e’mails’ section for abandoned cart e-mails. User Guide: Abandoned Cart Email Support: http://amasty.com/contacts/
  • 17. Page 17 8. Abandoned Cart Email – Template Sample This is the example of one of ready-to-use email templates. Here you can place a coupon code as well as the complete list of the abandoned cart items. Provide customers with the opportunity to unsubscribe from your emails. User Guide: Abandoned Cart Email Support: http://amasty.com/contacts/
  • 18. Page 18 User Guide: Abandoned Cart Email Show items to your customers in the table view cell mode. Just edit the template located in ‘Transactional emails’ section. Set up “mode=table” in html content. 9. Abandoned Cart Email – Template Settings Specifying “image=yes” you enable product images displaying in your template. Support: http://amasty.com/contacts/
  • 19. Page 19 User Guide: Abandoned Cart Email You can arrange items in the list mode with their description aside. For this aim you need to specify “mode=list” in the template html content. You can also edit the product description length setting up “descriptionFormat=full” or “descriptionFormat=short” in accordance with your goals. 9. Abandoned Cart Email – Template Settings Support: http://amasty.com/contacts/
  • 20. Page 20 User Guide: Abandoned Cart Email 9. Abandoned Cart Email – Template Settings You can show or hide the product price. Set up “price=yes” or “price=no” when editing template. When you specify “discount=yes” you add the discount price which was fixed in Abandoned Cart Rules (see page 8). Here is a coupon code appeared after specifying “discount=yes”. Decide which price to show to customers: tax-included or tax-excluded and than specify the appropriate settings: priceFormat=includeTax or priceFormat=excludeTax . Support: http://amasty.com/contacts/
  • 21. Page 21 User Guide: Abandoned Cart Email 9. Abandoned Cart Email – Template Settings Support: http://amasty.com/contacts/ Here is the example of the configuration option (shoe size) “optionList=yes” You can show or hide configuration options like color, size etc. for configurable products in your email template. Set up “optionList=yes” or “optionList=no” when editing the template.
  • 22. Page 22 User Guide: Abandoned Cart Email 9. Abandoned Cart Email – Template Settings Use format manager to choose how to display in the template: • currency • date • price • time You can choose whether to use short/long or medium display type. Here you can see the example with date format. The long type is specified. Support: http://amasty.com/contacts/ The long date format is displayed in the email template.
  • 23. Page 23 User Guide: Abandoned Cart Email 9. Abandoned Cart Email – Template Settings Support: http://amasty.com/contacts/ Use URL manager to automatically create URLS corresponding to Magento requirements.
  • 24. Thank you! Your feedback is absolutely welcome! Should you have any questions or feature suggestions, please contact us at: http://amasty.com/contacts/ Support: http://amasty.com/contacts/ Page 24 User Guide: Abandoned Cart Email