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User Guide: Follow Up Email for Magento 2Page 1
Follow Up Email for Magento 2
Magento ExtensionUser Guide
Official extension page: Follow Up Email for Magento 2
Support: http://amasty.com/contacts/
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Table of contents:
1. General Settings……………….………………………………………………….………………….…..32. Rule Creation…………………………………………………….……………….…………………….….83. Email Templates settings………………………………………………………………………….....204. Advanced template settings………………………………………………………………………….25 5. Black list creation……………………….…………………………………………………………….…276. Sent emails log………………………………………….…………………………………………………28
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User Guide: Follow Up Email for Magento 2
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1. General Settings
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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
In this tab you can define on how many days before the actual birthday customers will receive a congratulation email. This option works if you’ve set a ‘Birthday’ as a start event for your e-mail campaign
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.
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User Guide: Follow Up Email for Magento 2
1. General Settings
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Click here to export emails for a blacklist in a CSV file.
User Guide: Follow Up Email for Magento 2
1. General Settings
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Specify an email address to which test emails will be sent.
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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
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Choose templates that will be used for email headers and footers.
User Guide: Follow Up Email for Magento 2
1. General Settings
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To create a rule for emails dispatch please go to Marketing -> Follow Up Email -> Rules
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Click here to create a new rule
2. Rule Creation
User Guide: Follow Up Email for Magento 2
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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
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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.
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If you chose the ‘Date’ starting event, you can specify the date here.
User Guide: Follow Up Email for Magento 2
2. Rule Creation
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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
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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
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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.
User Guide: Follow Up Email for Magento 2
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.
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
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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
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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.
User Guide: Follow Up Email for Magento 2
2. Rule Creation
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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).
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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.
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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
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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.
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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.
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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.
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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.
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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.
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User Guide: Follow Up Email for Magento 2
4. Advanced template settings
Use URL manager to automatically create URLs corresponding to Magento requirements.
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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.
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User Guide: Follow Up Email for Magento 2
6. Email Log
To see all sent emails, please open: Marketing -> Follow Up Email -> History.
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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User Guide: Follow Up Email for Magento 2