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Follow up email_for_magento_2_user_guide

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Generate and send numerous triggered emails based on customer activity to build productive relationships with clients and increase the number of repeated purchases. Customize email templates and effectively manage emails dispatch.

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Follow up email_for_magento_2_user_guide

  1. 1. User Guide: Follow Up Email for Magento 2 Page 1 Follow Up Email for Magento 2 Magento Extension User Guide Official extension page: Follow Up Email for Magento 2 Support: http://amasty.com/contacts/
  2. 2. Page 2 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 Support: http://amasty.com/contacts/ User Guide: Follow Up Email for Magento 2
  3. 3. Page 3 1. General Settings Support: http://amasty.com/contacts/ 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. User Guide: Follow Up Email for Magento 2 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).
  4. 4. Page 4 In this tab you can specify the required sender details that will be used by default. Support: http://amasty.com/contacts/ User Guide: Follow Up Email for Magento 2 1. General Settings
  5. 5. Page 5 Support: http://amasty.com/contacts/ Click here to export emails for a blacklist in a CSV file. User Guide: Follow Up Email for Magento 2 1. General Settings
  6. 6. Page 6 Specify an email address to which test emails will be sent. Support: http://amasty.com/contacts/ User Guide: Follow Up Email for Magento 2 Set this option to ‘Yes’ if you want to prevent email sending to customers during email testing. 1. General Settings
  7. 7. Page 7 Support: http://amasty.com/contacts/ Choose templates that will be used for email headers and footers. User Guide: Follow Up Email for Magento 2 1. General Settings
  8. 8. Page 8 To create a rule for emails dispatch please go to Marketing -> Follow Up Email -> Rules Support: http://amasty.com/contacts/ Click here to create a new rule. 2. Rule Creation User Guide: Follow Up Email for Magento 2
  9. 9. Page 9 Support: http://amasty.com/contacts/ Specify the name of an email campaign. User Guide: Follow Up Email for Magento 2 Choose the event which would start your email campaign. After the settings are specified click here to continue. 2. Rule Creation
  10. 10. Page 10 Support: http://amasty.com/contacts/ You can choose the event that will cancel emails dispatch if necessary. User Guide: Follow Up Email for Magento 2 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.
  11. 11. Page 11 Support: http://amasty.com/contacts/ If you chose the ‘Date’ starting event, you can specify the date here. User Guide: Follow Up Email for Magento 2 2. Rule Creation
  12. 12. Page 12 Support: http://amasty.com/contacts/ These settings allow you to specify stores and customer group to which the rule will be applied. User Guide: Follow Up Email for Magento 2 2. Rule Creation
  13. 13. Page 13 Support: http://amasty.com/contacts/ In this tab you can specify sender details which will be used only for this rule. User Guide: Follow Up Email for Magento 2 2. Rule Creation
  14. 14. Page 14 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. User Guide: Follow Up Email for Magento 2 The information will be accessible under campaigns in you GA account. 2. Rule Creation
  15. 15. Page 15 Support: http://amasty.com/contacts/ Choose the coupon type: • Percent of product price discount; • Fixed amount discount; • Fixed amount discount for whole cart. User Guide: Follow Up Email for Magento 2 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
  16. 16. Page 16 Support: http://amasty.com/contacts/ To create complex rules with AND/OR logic choose the Conditions Combination option. User Guide: Follow Up Email for Magento 2 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
  17. 17. Page 17 Support: http://amasty.com/contacts/ 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. User Guide: Follow Up Email for Magento 2 2. Rule Creation
  18. 18. Page 18 Support: http://amasty.com/contacts/ When you configure the rules based on order statuses you can see the additional tab ‘Condition’. User Guide: Follow Up Email for Magento 2 2. Rule Creation At this tab you’re able to set up different conditions for rule implementation (this is optional).
  19. 19. Page 19 Support: http://amasty.com/contacts/ User Guide: Follow Up Email for Magento 2 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.
  20. 20. Page 20 Support: http://amasty.com/contacts/ User Guide: Follow Up Email for Magento 2 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
  21. 21. Page 21 Support: http://amasty.com/contacts/ User Guide: Follow Up Email for Magento 2 3. Email templates settings Choose the necessary template from the dropdown and click the ‘Load Template’ button. See how to use email templates.
  22. 22. Page 22 Support: http://amasty.com/contacts/ User Guide: Follow Up Email for Magento 2 3. Email templates settings Configure template content according to your needs. Click this button to insert any necessary handle in the e-mail template.
  23. 23. Page 23 Support: http://amasty.com/contacts/ User Guide: Follow Up Email for Magento 2 3. Email templates settings 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.
  24. 24. Page 24 Support: http://amasty.com/contacts/ User Guide: Follow Up Email for Magento 2 3. Email templates settings 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.
  25. 25. Page 25 Support: http://amasty.com/contacts/ User Guide: Follow Up Email for Magento 2 4. Advanced template settings Use format manager to display currency, dates, price and time in the necessary format.
  26. 26. Page 26 Support: http://amasty.com/contacts/ User Guide: Follow Up Email for Magento 2 4. Advanced template settings Use URL manager to automatically create URLs corresponding to Magento requirements.
  27. 27. Page 27 Support: http://amasty.com/contacts/ User Guide: Follow Up Email for Magento 2 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.
  28. 28. Page 28 Support: http://amasty.com/contacts/ User Guide: Follow Up Email for Magento 2 6. Email Log To see all sent emails, please open: Marketing -> Follow Up Email -> History.
  29. 29. Thank you! Your feedback is absolutely welcome! Should you have any questions or feature suggestions, please contact us at: http://amasty.com/contacts/ Page 29 Support: http://amasty.com/contacts/ User Guide: Follow Up Email for Magento 2

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