Bronto Extension for Magento

©2012-‐-‐-‐2013 Bronto Software Inc. All rights reserved. 1

Bronto Extension for Magento

Version 2.0.4.2


Table of Contents

1. Summary ................................................................................................................................... 5

2. Component Overview .............................................................................................................. 5

2.1. Functional Overview ........................................................................................................ 5

2.2. Compatibility ................................................................................................................... 7

2.3. Support .............................................................................................................................. 7

2.4. Release Notes .................................................................................................................... 7

2.5. Known Issues ......................................................................................................................... 8

2.6. Release History ..................................................................................................................... 10

2.7. Style ....................................................................................................................................... 11

3. Implementation ........................................................................................................................... 11

3.1. Installation ............................................................................................................................ 11

3.2. Configuration ....................................................................................................................... 15

3.2.1. General .......................................................................................................................... 16

3.2.2. Multi-‐site ........................................................................................................................ 17

3.2.3. Contact Import .............................................................................................................. 19

3.2.4. Order Import ................................................................................................................. 24

3.2.5. Newsletter Opt-‐In ........................................................................................................... 30

3.2.6. Reminder Emails ........................................................................................................... 32

3.2.7. Transactional Emails ..................................................................................................... 40

3.2.8. Permission Checker ...................................................................................................... 43

3.2.9. Install Verification ......................................................................................................... 45

3.2.10. Conflict Checker .......................................................................................................... 46

4. Troubleshooting .......................................................................................................................... 47


4.1 General .................................................................................................................................. 47

4.2 Contact Import ...................................................................................................................... 47

4.3 Order Import .......................................................................................................................... 47

4.4 Newsletter Opt-‐-‐-‐In .................................................................................................................. 48

4.5 Reminder Emails .................................................................................................................... 48

4.6 Transactional Emails .............................................................................................................. 48

4.7 Permission Checker ............................................................................................................... 48

4.8 Install Verification ................................................................................................................. 49

4.9 Conflict Checker ..................................................................................................................... 49

5. Appendix ...................................................................................................................................... 49

5.1. Transactional Email Templates ............................................................................................ 49

5.1.1. Contact Form ................................................................................................................ 49

5.1.2. Credit Memo Update .................................................................................................... 50

5.1.3. Credit Memo Update for Guest ................................................................................... 53

5.1.4. Currency Update Warnings .......................................................................................... 56

5.1.5. Forgot Admin Password ............................................................................................... 57

5.1.6. Forgot Password ........................................................................................................... 59

5.1.7. Invoice Update .............................................................................................................. 62

5.1.8. Invoice Update for Guest ............................................................................................. 64

5.1.9. Log Cleanup Warnings .................................................................................................. 67

5.1.10. New Account ............................................................................................................... 69

5.1.11. New Account Confirmation Key ................................................................................ 72

5.1.12. New Account Confirmed ............................................................................................ 75

5.1.13. New Credit Memo ...................................................................................................... 78

5.1.14. New Credit Memo for Guest ..................................................................................... 82


5.1.15. New Invoice ................................................................................................................ 85

5.1.16. New Invoice for Guest ................................................................................................ 87

5.1.17. New Order ................................................................................................................... 91

5.1.18. New Order for Guest .................................................................................................. 95

5.1.19. New Shipment ............................................................................................................ 99

5.1.20. New Shipment for Guest .......................................................................................... 103

5.1.21. Newsletter Subscription Confirmation ................................................................... 107

5.1.22. Newsletter Subscription Success ............................................................................. 109

5.1.23. Newsletter Unsubscription Success ........................................................................ 111

5.1.24. Order Update ............................................................................................................ 112

5.1.25. Order Update for Guest ........................................................................................... 115

5.1.26. Payment Failed ......................................................................................................... 117

5.1.27. Product Alerts Cron Error ....................................................................................... 120

5.1.28. Product Price Alert .................................................................................................. 122

5.1.29. Product Stock Alert ................................................................................................. 124

5.1.30. Remind Password ..................................................................................................... 126

5.1.31. Send Product to a Friend ......................................................................................... 129

5.1.32. Share Wishlist ........................................................................................................... 131

5.1.33. Shipment Update ...................................................................................................... 133

5.1.34. Shipment Update for Guest ..................................................................................... 136

5.1.35. Sitemap Generate Warnings .................................................................................... 138


1. Summary Bronto Software is a Gold Magento Industry Partner and an industry-‐leading email marketing service provider, focused on improving email marketing success for online retailers and marketers around the world. By offering an efficient, effective, web-‐based software application, Bronto gives marketers the power to build relationships directly with their target audiences and customers. Through its accessible client service team, Bronto guides clients towards a strategy of successful email marketing. The combination of a powerful solution and expert support help clients send the right message to the right person at the right time resulting in positive ROI and business growth.

The Bronto Extension for Magento helps Magento customers to drive more sales faster by creating highly targeted lifecycle marketing campaigns that convert one-‐time buyers into repeat customers and motivate them to buy more. The Bronto extension is easily installed via Magento Connect and is configured directly within the Magento administrative interface.

To take advantage of the Bronto extension for Magento, you need a customer subscription to the Bronto Marketing Platform.

Not a Bronto customer? Already a Bronto customer and need help with installation? Please visit: http://mkto.bronto.com/MagentoExtension.html.

The Bronto Professional Services team can help you with installation. We have the expertise and resources to help you get up and running quickly.

Bronto partner? Contact your Bronto partner representative to learn more about this extension. Interested in partnering with Bronto? Please visit: http://mkto.bronto.com/partnershipapplication.htmlapplication.html.

2. Component Overview

2.1. Functional Overview

The following key features are provided with the Bronto Extension for Magento:

• Order Import

Seamlessly import past-‐-‐-‐purchase information, including complete order history and product details, for more informed and more targeted marketing campaigns.


• Contact Import

Map customer information collected on your Magento site to contact fields in Bronto and automatically import the data.

• RFM Metrics

Automatically calculate RFM (Recency, Frequency, Monetary Value) metrics for contacts based on the full order history from Magento. This includes Average Order Value, Total Revenue and others. Use these values for improved segmentation.

• Abandonded Cart

Trigger a message or message series in Bronto when a cart is abandoned in Magento— for both registered and guest abandons; personalize and dynamically populate messages with product information.

• Transactional Emails

Send transactional messages, such as order and shipping confirmations, directly through Bronto for maximum control over deliverability and detailed performance metrics. Easily change the look and feel of a message, and add cross-‐ and up-‐sell offers, without having to involve a developer.

• Wish List Reminders

Automatically trigger email reminders to consumers who have not purchased the items on their wish list within a given time period.

• Support for Multiple Stores

Managing multiple stores in Magento? Easily change configuration settings and map data from multiple stores to separate accounts in Bronto.

• Newsletter Opt-‐in

Automatically add contacts who opt-‐in on your Magento site to Bronto for remarketing.

• Self Validation


Checks for conflicts with existing extensions and verifies the installation via round trip communication between the extension and a Bronto sandbox.

2.2. Compatibility

Note that the Bronto Extension for Magento may not function properly with a Magento site where Magento core has been modified, with modified Magento themes, or where another extension has modified Magento core.

Target Supported Versions

Bronto API Version 4

Magento Community Edition 1.6+ [upcoming 1.8 not yet tested]

Magento Enterprise Edition 1.9+ [recently released 1.13 not yet tested]

2.3. Support

If you encounter any issues related to configuring or testing this integration, you may contact Bronto customer support for assistance. Bronto Support can provide basic troubleshooting assistance, but cannot provide support for your Magento instance or for any modifications made to the extension.

When contacting Bronto Support, opening a support case via the application receives higher priority and is the most effective way to get in touch with us for application questions. In addition, you may call Support at (919) 595-‐-‐-‐2500 Option 2. The Support Team is available from 8am-‐-‐-‐8pm EDT, Monday through Friday, excluding holidays. Emergency Support is available during non-‐-‐-‐standard support hours via phone only. If you have an emergency, please contact Support at (919) 595-‐-‐-‐2500 Option 2.

Bronto also offers implementation services for the Bronto Extension for Magento via Professional Services. Please contact us at [email protected] for more information or visit http://bronto.com/magento.

2.4. Release Notes


Release notes for each version of this extension may be found at http://a.bron.to/magento.

For installation and configuration instructions, as well as a full list of new features and known issues, please review the Implementation Guide at http://a.bron.to/magento.

Release notes for version 2.0.4.2

• Changes from 2.0.4 o Fixed – Contact Import: Error notice displayed for known attributes missing label o Fixed – Order Import: JavaScript block replacing before_body_end section

2.5. Known Issues

1. Newsletter Opt-‐In: Confirmation fails to import due to field being longer than 25

characters.

We are seeing this happen with double opt-‐in because of the subscriberConfirmationLink field. This has been rescheduled for resolution with our July release.

2. Reminder Emails: Reminder email is passed tax-‐exclusive amount when tax-‐inclusive is enabled in Magento.

3. Newsletter Opt-‐In: The extension should disable Magento from sending newsletter subscription confirmation

This is a feature request, not an issue. The Transactional Emails module of the Bronto extension will control what message is sent. If not using the Transactional Emails module or you want to disable any message from being sent, you can use a third-‐party extension to disable Magento’s newsletter subscription confirmation.

4. Newsletter Opt-‐In: Checkbox Label Text throws javascript error if text contains a single quote.

This is scheduled to be resolved with the August release.

5. Reminder Emails: Menu Item not showing if admin role not set to have access to all. This is scheduled to be resolved with the August release. 6. Permission Checker: Times out on page load. This is scheduled to be resolved with the August release. 7. Magento email templates are being deleted after Import Existing Templates is clicked. This is scheduled to be resolved in our 2.1.0 release. This can, however, be fixed by running the


following query in MySql: UPDATE core_email_template SET bronto_message_id = NULL, bronto_message_name = NULL;

8. Reminder Emails: Reminder emails will only be sent once per rule per quote

Scenario: You have three rules configured for an abandonment series. A customer abandons and makes their way through the series, receiving all three emails. They come back at a later date, clear their cart, add new items, and abandon the new cart. The quote ID for a registered user will remain the same and they will not receive any of the three messages this second time around. -‐-‐-‐ We will revisit this in a future release.

9. Contact Import: Date attributes missing values will import as current date

10. Reminder Emails: Product subtotal variable not capturing value

11. Order Import: Configurable products not capturing parent category Instead, it is currently capturing the corresponding Simple product’s category. This will be addressed in the August release.

2.6. Release History

Version Date Changes

2.0.4.2 July 22, 2013 Updated release notes and known issues for release of 2.0.4.2

2.0.4 June 28, 2013 Updated release notes and known issues for release of 2.0.4, which also includes the release notes for the non-‐GA version of 2.0.3.5.


2.0.3 05/09/2013 Updated for release of 2.0.3. Updated release notes and known issues. Updated supported versions to denote certain new versions of Magento that have not been tested yet.

2.0.2.1 04/18/2013 Updated for release of 2.0.2.1. Updated release notes and known issues.

2.0.2 04/04/2013 Updated for release of 2.0.2. Updated release notes and known issues. Clarified Newsletter Opt-‐-‐-‐In configuration for multi-‐-‐-‐site. Updated Order Import section to provide clarity around Conversion Tracking.

2.0.1 03/05/2013 Updated for release of 2.0.1. Updated release notes and known issues.

2.0.0.2a 02/19/2013 Updated logo Removed page 28 bullet 3. (The module does detect guest abandons.) Removed page 23 option 12. (The item has been moved out of labs.) Added workarounds for some known issues

2.0.0.2 02/01/2013 Updated version to match release of 2.0.0.2

©2012-‐-‐-‐2013 Bronto Software Inc. All rights reserved.

2.0.0.1 02/01/2013 Updated version to match release of 2.0.0.1

2.0.0.0 02/01/2013 Initial Release

2.7. Style

Throughout this document, instructions are provided which require interaction with the Magento administrative interface, the configuration menus for the Bronto Extension for Magento, and the Bronto user interface.

• Where instructions should be executed within the Bronto Extension for Magento, the

instructions will be prefaced with “Extension:”

• Where instructions should be executed within the Bronto interface (but not the Bronto Extension for Magento configuration menus), the instructions will be prefaced with “Bronto:”

• Where instructions should be executed within Magento, such instructions will be prefaced with “Magento:”

3. Implementation

Implementation of the Bronto Extension for Magento is completed through the following steps:

1. Installation of the extension using Magento Connect 2. Configuration of the General settings 3. Activation and configuration of each extension module 4. Test and validation

3.1. Installation

The Magento Extension for Bronto is distributed and installed via Magento Connect.

Magento Connect is a marketplace that allows Magento community members and partners to share their open source or commercial contributions for Magento with the community.1

1 http://info.magento.com/rs/magentocommerce/images/InstallingMagentoConnectExtensions4%200.pdf


Please follow the documentation for using Magento Connect to install the Bronto Extension for Magento at http://www.magentocommerce.com/magento-‐-‐-‐connect/new_merchant.

Note that Magento Connect requires writeable permissions to the Magento site root filesystem as described at http://www.magentocommerce.com/wiki/groups/227/magento_connect. If you are unable or unwilling to adjust the permissions as required, you may install the extension via the command line. Follow the instructions in the section Installation using the command line.

A summary of the steps necessary to complete the installation are provided below:

1. Log in to your account at Magento Connect 2. Navigate to the Extension Profile for the Bronto Extension for Magento at

http://www.magentocommerce.com/magento-‐-‐-‐ connect/catalog/product/view/id/16118/

3. Select the PLATFORM

4. Click the INSTALL NOW button 5. Select your Magento Connect CHANNEL

Note: Installing the wrong extension key on Magento will result in an error. Developers have the ability to choose which versions of Magento they support. Supported versions are listed on the extension profile page.

6. Check the box to agree to the extension license agreement. 7. Once you select the channel and agree to the licensing agreement, click GET EXTENSION

KEY.

8. The extension key is revealed. Click SELECT KEY to copy the key.

Magento: 9. Log into your Magento admin panel 10. Navigate to SYSTEM > MAGENTO CONNECT > MAGENTO CONNECT MANAGER


11. Paste the extension key in the field labeled PASTE EXTENSION KEY TO INSTALL and click INSTALL. Magento Connect Manager verifies the extension key and gives you options to CANCEL INSTALLATION or PROCEED.

12. Select PROCEED. The console box displays the results of your install. If there are any issues, it will be displayed in this box.

13. If you receive the following error, you’ll need to install the Magento “community” channel using the “mage” shell script from the command line.

$> ./mage channel-‐-‐-‐add http://connect20.magentocommerce.com/community

14. Select REFRESH to see this extension added to your extensions list. 15. Select RETURN TO ADMIN

16. Log out of the Magento admin panel 17. Log back in to allow Magento to properly set permissions on the extension’s files


18. Note the Common Installation Errors section of the PDF documentation Note: if you have caching enabled, you may need to refresh the cache after the installation of the extension. Once installed, login to your Magento administrative interface and navigate to System > Cache Management, click SELECT ALL and select REFRESH from the ACTIONS drop down menu. Click SUBMIT.

Note: you must log out and log back in to Magento, in order for permissions to be correctly set on the extension. Otherwise, you may receive “404” errors when browsing the extension configuration menus.

Once the installation is complete, you will see the extension configuration menu appear within your Magento administrative interface.

3.1.1. Installation using the command line If necessary, it is possible to install the extension from Magento Connect via the command line:

1. Log into your Magento instance in the command line 2. Change directory to your Magento installation root folder (e.g.

/VAR/WWW/HTML/) 3. Set the permissions for the MAGE script to be executable

$> chmod +x mage

4. Run the mage command to install the Bronto Extension for Magento


$> ./mage mage-‐-‐-‐setup $> ./mage install community Bronto_Extension

As an example:

[bitnami@ip-‐-‐-‐10-‐-‐-‐195-‐-‐-‐177-‐-‐-‐65 htdocs]$ ./mage mage-‐-‐-‐setup Running initial setup... Success Success

Successfully added: http://connect20.magentocommerce.com/community

[bitnami@ip-‐-‐-‐10-‐-‐-‐195-‐-‐-‐177-‐-‐-‐65 htdocs]$ ./mage install community Bronto_Extension Checking dependencies of packages Starting to download Bronto_Extension-‐-‐-‐2.0.0.2.tgz ... ...done: 201,597 bytes Installing package community/Bronto_Extension 2.0.0.2 Package community/Bronto_Extension 2.0.0.2 installed successfully Package installed: community/Bronto_Extension 2.0.0.2

Once the installation is complete, you will see the extension configuration menu appear within your Magento administrative interface.

3.2. Configuration


In this section, the steps necessary to configure the Bronto Extension for Magento will be detailed. Start with the GENERAL configuration, which presents all of the settings common across each module provided by the extension. From there, enable and configure each module as desired.

3.2.1. General You must have a valid Bronto account and API token in order to utilize the Bronto Extension for Magento.

Once the Bronto Extension for Magento is installed, proceed to create an API token within the Bronto Marketing Platform and configure this API token within the extension’s General configuration interface.

3.2.1.1. Setup

Bronto: Navigate to HOME > SETTINGS > DATA EXCHANGE and select ADD ACCESS TOKEN. Make sure you grant READ, WRITE, SEND rights to the token.

Extension: Enter this token within the extension’s GENERAL menu and select SAVE CONFIG. Note: You must select SAVE CONFIG before attempting to verify the installation by selecting VERIFY NOW. Otherwise, installation verification will fail.


Round-‐-‐-‐trip communication between the Magento instance and the Bronto API can be confirmed by selecting VERIFY NOW. For more information on this capability, please see Install Verification.

3.2.2. Multi-site The Bronto Extension for Magento supports multiple stores each with their own configuration and provides the capability to map data from multiple stores to separate Bronto accounts.

3.2.2.1. Setup Magento:

1. Navigate to SYSTEM > CONFIGURATION 2. Under current configuration scope, select the desired site.


3. Navigate to SYSTEM > CONFIGURATION > BRONTO > GENERAL. 4. Uncheck USE DEFAULT and enter the Bronto API token for the desired account.

3.2.2.1.1. Contact Status Changes in Bronto

This table illustrates how contact status is updated in Bronto depending on their subscription status in Magento.

Initial Status Status after subscribe Status after unsubscribe

Active Active Unsubscribed

Transactional On-‐-‐-‐boarding Transactional

On-‐-‐-‐boarding On-‐-‐-‐boarding Unsubscribed

Unsubscribed On-‐-‐-‐boarding Unsubscribed

3.2.2.2. Configuration

There are three additional settings that may be configured from GENERAL:

• Debug

Enable this setting to allow the extension to write logs into var/log on the Magento filesystem. This setting is disabled, by default.

If this setting is enabled, then the VERBOSE LOG OUTPUT setting will become visible.

• Verbose Log Output


Enable this setting to log each API call to the logs, in addition to normal log output. This setting only becomes visible if the DEBUG setting is enabled. This setting is disabled by default.

• Test Mode

Enable this setting to send email to existing contacts with “type=test.” This will cause the extension to send email only to @bronto email accounts. Please visit the API documentation for more information on this email type.

• Error Notices

Enable this setting to show warnings/errors as site notices. Note that site notices may be visible to the end-‐-‐-‐user on the Magento front-‐-‐-‐end. This setting is disabled by default.

3.2.3. Contact Import Contact Import enables contact information to be imported into Bronto from the Magento eCommerce platform. The import process is executed on a regular schedule utilizing the Magento cron scheduler. Users may map contact fields to the appropriate fields in Bronto and may use the extension to create new fields in Bronto.

Note that fields can also be created using the Bronto interface, directly. The extension utilizes the API to create contact fields from the extension, when the user creates new fields within the extension itself.

3.2.3.1. Setup To configure Contact Import, navigate to SYSTEM > CONFIGURATION > BRONTO > CONTACT IMPORT:


1. Enable the module by setting ENABLE MODULE to “Yes.”

2. Configure the following settings, as desired:

ENABLE MODULE: Yes FREQUENCY: Minute Intervals FREQUENCY: Daily START TIME: 0:0:0 LIMIT: 100

3. Match Magento information with Bronto fields.


4. Select SAVE CONFIG 5. Verify the Cron is running for scheduled import

a. From SYSTEM > CONFIGURATION > BRONTO > ORDER IMPORT, verify that the cron is scheduled for the expected date and time.

This screenshot indicates that the cron IS NOT running:


There are three settings to configure how often contacts are imported from Magento into Bronto, at what time to start the import process, and how many Customer contact records to process upon each run:

• Frequency

This setting configures how often to run the import process via cron. This can be set to minute intervals, hourly, or daily. The default setting is daily.

o Minute Intervals

May be set to 5, 10, 15, 20, or 30 minutes. Be careful to set this to a value larger than your cron.php launch period. See the Magento documentation for configuring cron.

o Hourly

When using hourly, configure the minute of the hour to start each run on.

o Daily

No additional configuration required.

• Start Time

This setting configured when to start the import. The default setting is “00:00:00.”

• Limit

The total number of Customer contact records to process on each cron run. The default setting is “250.”

Customer Attributes There are thirteen Magento customer attributes that can be mapped to any field within the Bronto platform. Fields created directly within the Bronto platform via the Bronto user interface will show up in the extension, automatically.


Additionally, there are nine address attributes that may configured:

For any of these fields, new fields may be created and mapped by selecting “Create new” within the field drop down menu. These fields will be automatically created within the Bronto platform.

Note: Bronto recommends that custom fields are first created in Bronto and then mapped using the extension. This will ensure that each field has the correct field type. By default, using the extension to create the fields will create each field as field type “text”.

There are two additional functions available within Contact Import:

• Reset All Customers

This setting only appears when “Debug” is enabled in the General configuration menu. The extension sets a flag on imported Customers so that duplicate contact records are not created. “Reset All Customers” resets this flag.

• Run Now

Invoking this button will execute the contact import immediately, regardless of the settings configured for the cron scheduler.


3.2.4. Order Import Order Import enables order information to be imported into Bronto from the Magento eCommerce platform.

3.2.4.1. Setup

To configure Order Import, first configure the following settings within Bronto and Magento.

Bronto:

1. Create Magento Bronto list a. Navigate to CONTACTS > LISTS > CREATE LIST. b. Select CREATE LIST

INTERNAL NAME: Magento Bronto EXTERNAL NAME: Magento Bronto DESCRIPTION: {blank}

c. Select SAVE

2. Enable Click Through Tracking


a. Navigate to HOME > SETTINGS > DATA EXCHANGE. b. Check the box TRACK WHICH CONTACTS FOLLOW LINKS OFF OF YOUR MESSAGES. c. Select SAVE

3. Enable Conversion Tracking

The Magento extension requires that the Conversion Tracking checkbox, as shown below, be enabled within Bronto, but that the conversion tracking code not configured on the site.

This means that the Conversion Tracking checkbox, as shown below, should be checked. However, do not add the conversion tracking code, as shown below, to your site.

If you already have Bronto Conversion Tracking code configured on your site, please remove it before enabling the Order Import module. If this code is not removed, you may see duplicate conversions.

a. Navigate to HOME > SETTINGS > DATA EXCHANGE. b. Check the box TRACK IF YOUR CONTACTS COMPLETE CERTAIN ACTIVITIES ON YOUR WEBSITE

c. Click SAVE


Note: Conversion reporting will not populate unless this step is complete.

4. To track conversions, please complete one of the following steps:

a. Request and complete Private Domain setup with Bronto

Complete this step if you have either: o 1 Magento site and 1 Bronto Account o Multiple Magento sites and multiple Bronto Accounts or subaccounts (Multi-‐-‐-‐

Brand).

i. Contact Bronto Support via a support case and request a Private

Domain. ii. Once complete, you will be able to track conversions on your next email

send.

iii. Skip step 4b, below

b. Tracking URL Parameters

Complete this step if you have multiple Magento sites and one Bronto Account.

i. Navigate to SYSTEM > CONFIGURATION > DATA EXCHANGE.


ii. Check the box ADD TRACKING URL PARAMETERS USED TO CREATE AND USE FIRST-‐-‐-‐ PART COOKIES.

iii. Copy the section of code that appears iv. Click SAVE.

Magento:

v. Navigate to SYSTEM > CONFIGURATION > GENERAL > DESIGN > FOOTER. vi. Paste the code into the MISCELLANEOUS HTML box. vii. SAVE

Bronto:

5. Enable Conversion Tracking in Labs

a. Navigate to HOME > SETTINGS > BRONTO LABS. b. Enable JAVASCRIPT CONVERSION TRACKING. c. Enable JAVASCRIPT CONVERSION REPORT.

6. Enable Order data for contacts, messages, and deliveries


a. Navigate to HOME > SETTINGS > BRONTO LABS. b. Enable ORDER DATA FOR CONTACTS, MESSAGES, AND DELIVERIES.

7. Request Access to Beta Segments

a. Navigate to HOME > SETTINGS > BRONTO LABS. b. Select REQUEST ACCESS TO BETA SEGMENTS.

Extension: Note: Multi-‐-‐-‐site must be configured at the store level.

8. Navigate to SYSTEM > CONFIGURATION > BRONTO > ORDER IMPORT.




ENABLE MODULE: Yes FREQUENCY: Minute Intervals INTERVAL: 15 Minutes LIMIT: 250 PRODUCT DESCRIPTION ATTRIBUTE: short_description

11. Select SAVE CONFIG 12. Verify the Cron is running for scheduled import


b. From SYSTEM > CONFIGURATION > BRONTO > ORDER IMPORT, verify that the cron is scheduled for the expected date and time.


3.2.5. Newsletter Opt-In Newsletter Opt-‐-‐-‐In enables Magento e-‐-‐-‐commerce platform to send newsletter emails with Bronto. The module reproduces Magento Automated Email Marketing Newsletter and enables merchants to configure email newsletters.

3.2.5.1. Setup To configure Newsletter Opt-‐-‐-‐In, navigate to SYSTEM > CONFIGURATION > BRONTO > NEWSLETTER OPT-‐-‐-‐ IN:




ENABLE MODULE: Yes FREQUENCY: Daily LIMIT: 250 SHOW ON GUEST CHECKOUT: Yes SHOW ON REGISTER CHECKOUT: Yes SHOW IF ALREADY SUBSCRIBED: No CHECKED BY DEFAULT: No CHECKBOX LABEL TEXT: “Sign up for our newsletter!”


USE CUSTOM BILLING TEMPLATE?: No

Note: Setting Update Status to “Yes” will cause Magento to overwrite contact status in Bronto.

3. Select SAVE CONFIG

3.2.5.2. Configuring Newsletter Opt-‐-‐-‐In for Multi-‐-‐-‐Site

Extension:

1. Select the appropriate CONFIGURATION SCOPE for the store you wish to configure.

2. Navigate to SYSTEM > CONFIGURATION > BRONTO > NEWSLETTER OPT-‐-‐-‐IN. 3. Uncheck USE DEFAULT and select the desired list.

3.2.6. Reminder Emails Reminder Emails enables Magento eCommerce platform to send abandoned cart reminder emails with Bronto. This feature is based upon the Magento Automated Email Marketing Reminder module and enables merchants to configure email reminders rules for abandoned shopping carts and wish-‐-‐-‐lists.

In Magento:

• Email Reminder rules are promotional rules built on abandoned shopping cart condition(s). Rules are created in the Promotions > Bronto Reminder Email section. When rules match abandoned carts, reminder emails are sent through Bronto.

• Shopping cart abandonment main criteria is time based: Magento checks on a regular basis if the time elapsed between a customer’s last shopping cart update (without completing a transaction) matches


any abandoned cart time condition. When the time elapsed is matched, Magento checks if additional shopping carts conditions (ex. line item number, total amount, etc.) exist and need to be met. Once all conditions are met, the rule is “matched” and the reminder email is sent.

• Once a rule sends a reminder email to a contact, the same rule will not send another email to the same contact. However, you can create an indefinite number of rules pointing to the same email message.

In Bronto:

• A reminder email must be created in Bronto and include predefined API tags that will contain Magento’s variables (see available variables sections below).

• Reminder emails contain items left in the shopping cart and links to go back to the shopping cart. When a link to the shopping cart is clicked, the user is taken back to Magento so they can complete his/her purchase.

Available variables:

storeURL URL to Store’s homepage

cartURL URL to shopping cart

quoteURL URL to shopping cart when customer has no session

firstName Customer's first name

lastName Customer's last name

totalItems Total items in shopping cart

totalQty Total quantity of items in shopping cart

subTotal Shopping cart subtotal

grandTotal Shopping cart grand total

productId_# Product's ID

productName_# Product's name

productSku_# Product's sku

productWeight_# Product's weight

productQty_# Product's quantity in shopping cart

productPrice_# Product's price in shopping cart

productTotal_# Product's subtotal in shopping cart (price *qty)

productUrl_# URL to Product


productImgUrl_# URL to Product's small image Reminder emails messages are stored in Bronto. When defining rules, rules for each store must be associated with messages.

In test mode, you will have to add the contact as “onboarding” in Bronto since contacts are not added to Bronto when in test mode.

In production mode, contacts will be added to Bronto based on their subscription preferences. A contact will be added as “onboarding” if the contact is signed up to receive the newsletter and does not already exist in Bronto. If the contact already exists in Bronto, the contact status will be updated.

3.2.6.1. How to Add Contacts in Bronto

The ADD CONTACT webform allows you to collect email addresses and contact information from your website. To access this for, navigate to CONTACTS > ALL CONTACTS > CREATE CONTACT.

Note: If a person who is on the suppression list attempts to sign-‐-‐-‐up to receive email messages from you via an Add Contacts webform or via direct add, they will not be added as a contact in your account. Additionally, they will not be able to receive marketing emails from you as long as they appear on the suppression list.

3.2.6.2. Setup To configure Reminder Emails, navigate to SYSTEM > CONFIGURATION > BRONTO > REMINDER EMAILS:


1. Enable the Reminder Module by setting ENABLE MODULE to “Yes.”


ENABLE MODULE: Yes FREQUENCY: Minute Intervals INTERVAL: 5 Minutes START TIME: 00:00:00 MAXIMUM EMAILS PER RUN: 100 EMAIL SEND FAILURE THRESHOLD: 5 REMINDER EMAIL SENDER: General Contact

3. Click SAVE CONFIG 4. From SYSTEM > CONFIGURATION > BRONTO > REMINDER EMAILS, verify that the cron is

scheduled for the expected date and time.



Bronto needs the cron enabled and running every 15 minutes or less to be able to send reminder emails. The following is an example of a cron entry:

*/15 * * * * root php /var/www/html/SITENAME/cron.php >

3.2.6.3. Message Configuration Create the desired Abandoned Cart and Wish List messages. Then, follow the steps below to utilize this module.

Bronto: Request Approval for Transactional This allows Bronto permission to send the email.

1. Navigate to Messages > Email Messages > Abandoned Cart. Select “Request Approval.”


Add the Message to a delivery group This allows you to reporting metrics such as emails sent, delivery rate, open rate, click rate, conversion rate and total revenue.

1. Navigate to Messages > Email Messages > Abandoned Cart > Add To Delivery Group.

2. Click New Delivery Group and add the message to Bronto Reminder. 3. Click Save.

Magento:


Add a reminder rule that Magento will follow to trigger the abandoned cart message in Bronto.

1. Navigate to PROMOTIONS > BRONTO EMAIL REMINDERS: 2. Select ADD NEW RULE

3. Configure the RULE INFORMATION

4. Configure the rule CONDITIONS

5. Configure the BRONTO SETTINGS


6. Select SAVE

3.2.6.4. Expired Quotes Expired quotes must be purged so that old shopping carts are not considered active. If shopping carts are active and match any reminder rule, the carts will be considered “abandoned” and email reminder(s) will be sent to the associated contact.

You can define how long a shopping cart remains active in the Magento admin panel at SYSTEM > CONFIG > SALES > CHECKOUT > SHOPPING CART.

Set the Quote Lifetime value in days. This will prevent e.g., 2-‐-‐-‐year-‐-‐-‐old carts to become abandoned carts.


3 important recommendations

• We recommend that you do not test with real contact data in your test environment

• Purge expired quotes

• Define very strict rules (see defining rules section)

While testing the Reminder module, you can remove send rights to the API token if you have active contacts in your account and want to make sure to not send emails (See Bronto Account / API token)

3.2.7. Transactional Emails Transactional Emails enables Magento eCommerce platform to send emails with Bronto. The module reproduces Magento Email Marketing and Transactions and enables merchants to configure email.

Note: Bronto Support must approve all transactional messages before sending. All transactional emails must adhere to Bronto best practices in order to be approved:

They must not have false or misleading headers or subject lines.

The SUBJECT line must only reference the transactional purpose for the email. Marketing

messages in the subject line are not permitted.

The FROM line must be the name of the company or entity who is party to the relationship with the contact.

Transactional information must be presented above or before any marketing content in

the message.

The transactional information must be presented more prominently than any marketing content.

In Magento Transactional messages can be sent out on a triggered basis on the user’s site with triggered API calls.

In Bronto Transactional messages can be sent out through a batched process on Bronto’s side.


Available variables These are common variables across all emails.

storeFrontendName Name of store defined in System Configuration

customerEmail Non-‐-‐-‐guest customer

customerName Non-‐-‐-‐guest customer

customerPassword Non-‐-‐-‐guest customer (note that this is not available after Magento 1.6)

customerURL Link to the store MyAccount page

confirmationLink New accounts that require the user to click a confirmation link

supportEmail Email defined in System Configuration for store support

supportPhone Phone number defined in System Configuration

3.2.7.1. Setup To configure Transactional Emails, navigate to SYSTEM > CONFIGURATION > BRONTO > TRANSACTIONAL EMAILS:

1. Enable the Transactional Emails module by setting ENABLE MODULE to “Yes.”



ENABLE MODULE: Yes LOG DELIVERIES: Yes LOG DELIVERY FIELDS: Yes

3. Click SAVE CONFIG 4. From SYSTEM > CONFIGURATION > BRONTO > TRANSACTIONAL EMAILS, verify that the cron is

scheduled for the expected date and time.


3.2.7.1.1. Order-‐-‐-‐Related Emails Order-‐-‐-‐related emails contain information on an order item level. These include the following emails:

• order confirmation for registered user (orderItems) • order confirmation for guest (orderItems) • invoice confirmation for registered user (invoiceItems) • invoice confirmation for guest (invoiceItems) • shipping confirmation for registered user (shipmentItems) • shipping confirmation for guest (shipmentItems) • credit memo confirmation for registered user (creditmemoItems)


• credit memo confirmation for guest (creditmemoItems)

The items listed for each type of email will not necessarily be all of the items on the order; if a customer returns one item out of three ordered, then only the returned item will appear on the credit memo confirmation.

Any gift messages, whether for the entire order or on an order-‐-‐-‐item basis, are also included in this table. Finally, all shipment tracking information is included in this table.

The order items are handled in Bronto similarly to how they are handled for default Magento emails. All of the items are in a variable (listed above) that contains the entire table listing the order items. This is in a template within the file system:

[site root]/app/design/frontend/base/default/template/email/order/items.phtml

This file contains the default styling included in Magento. In order to apply custom styling, you will need to either update this file, or override the template using the client’s custom design package:

[site root]/app/design/frontend/default/[customer client package name]/template/email/order/items.phtml

It is recommended to use a client package in order to maintain the proper upgrade path for Magento. Most Magento installations will have a client package in place already that you can use.

3.2.8. Permission Checker Permission Checker checks the Magento installation filesystem for proper permission on directories and files that will be utilized by the Bronto Extension for Magento.


Upon accessing the permission checker, this feature will automatically be invoked and will display the list of items that violate the specified check parameters. Note that this action could take up to several minutes to complete.

This feature will not disable any extension functionality, but simply displays the results of the check function.

3.2.8.1. Setup

To configure Permission Checker, navigate to SYSTEM > CONFIGURATION > BRONTO > PERMISSION

CHECKER: By default, only permissions for directories and files are checked. The parameters that can be configured within this feature are:

1. Owner

Specify a UNIX username or user id (UID) 2. Group

Specify a UNIX group name or group id (GID) 3. Directories

Specify the octal mode for directories. The default is 755. 4. Files

Specify the octal mode for files. The default is 644. 5. Exclude Patterns

Specify directories and files to exclude.


The results of the Permission Checker feature will be displayed as “errors” within the configuration menu. Any deviation of the filesystem from the specified parameters will be displayed. However, these errors are displayed for informational purposes only and no automatic action is taken as a result of any errors.

3.2.9. Install Verification Install Verification invokes the Bronto API from the Magento installation and attempts to validate round-‐-‐-‐trip communication between the Bronto Extension for Magento and the Bronto Marketing Platform to ensure proper installation and setup.

There is no configuration or setup required for Install Verification other than the configuration of the API token within the General configuration menu for the extension.

To access Permission Checker, navigate to SYSTEM > CONFIGURATION > BRONTO > INSTALL VERIFICATION:


Select VERIFY NOW to invoke install verification. A failed verification will not automatically disable the extension or any functionality. However, a failed verification should be investigated, as it may indicate a serious problem that will prevent the extension from operating properly.

3.2.10. Conflict Checker Conflict Checker checks the Magento installation filesystem potential conflicts between the Bronto Extension for Magento and any other extensions installed on the Magento eCommerce platform.

Upon accessing the conflict checker, this feature will automatically be invoked and will display the XML configurations rewritten more than once.

This feature will not disable any extension functionality, but simply displays the results of the check function.

There is no configuration or setup required for Conflict Checker. To access Conflict Checker, navigate to SYSTEM > CONFIGURATION > BRONTO > CONFLICT CHECKER:


4. Troubleshooting

4.1 General

4.2 Contact Import

4.3 Order Import Question: Orders are not being associated with a delivery. Answer: Make sure that the delivery was sent after the modules were installed. Answer: Make sure that the client is on a private domain. Answer: Make sure Click Through Tracking and Conversion Tracking are enabled in Data Exchange.


4.4 Newsletter Opt-In

4.5 Reminder Emails Question: I did not receive an email. Answer: Check that the cart still has items in it. Answer: Check in matched customers to see if the email tried to send.

Question: I checked in Matched Customers and the email failed to send. Answer: Request approval for the Abandoned Cart email. Answer: Emails created by non-‐-‐-‐admin users in Bronto require approval by Admins before they can be sent.

Question: I checked in Matched Customers and the contact shows up but the email is never sent.

Answer: Make sure that the cron is running. Answer: Disable test mode. When enabled, only @bronto.com email addresses are sent emails.

Question: The email is not showing the product information (price, description, qty). Answer: The WYSIWYG editor may have moved the dynamic code tags. Move them back.

Question: I check in Bronto Settings in the Bronto Reminder Email rules and I cannot select an email. The drop-‐-‐-‐down just has the ‘-‐-‐-‐-‐-‐-‐ Not Selected -‐-‐-‐-‐-‐-‐’ option.

Answer: Check that the API token has Read, Write and Send access rights as well as being active.

4.6 Transactional Emails Question: Some emails are getting added/updated to Bronto and some are not. Answer: Check that the email is not on the Suppression List. Answer: Check that the modules are not in test mode.

4.7 Permission Checker


4.8 Install Verification

4.9 Conflict Checker

5. Appendix

5.1. Transactional Email Templates

All of the transactional email templates available with the Bronto Extension for Magento are detailed below.

5.1.1. Contact Form

User Story As an admin I expect to receive an email after a customer fills out the contact form.

Fields

Sender Name dataName

Sender Email dataEmail

Sender Telephone dataTelephone

Comment dataComment

Configuration Magento:

1. Navigate to SYSTEM > CONFIGURATION > GENERAL > CONTACTS. 2. Contact Us

Enable Contact Us: Yes

Email Options Send Emails To: {email} Email Sender: General Contact


Email Template: (Bronto) Contact Form Testing Magento: Select: CONTACT US (in the footer)

1. Contact Information

Name: {name} Email: {email} Telephone: {telephone} Comment: {comment}

2. Verify email was sent.

Template

<p> Name: %%#dataName%%<br/> Email: %%#dataEmail%%<br/> Telephone: %%#dataTelephone%%

</p> <p> Comment:<br/> %%#dataComment%%

</p>

5.1.2. Credit Memo Update


User Story As a customer I expect to receive an email after a comment has been made to my credit memo.

Used as Default For SYSTEM > CONFIGURATION > SALES EMAILS > CREDIT MEMO COMMENTS > CREDIT MEMO COMMENT EMAIL

TEMPLATE (GLOBAL) Fields Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Support Email Address supportEmail Support Phone Number supportPhone Customer Name orderCustomerName

Order Id orderIncrementId Order Status orderStatusLabel Link to login to account customerURL Credit Memo Comment comment

Configuration

Magento:

1. Navigate to SYSTEM > CONFIGURATION > SALES > SALES EMAILS. 2. Credit Memo Comments

Enabled: yes Credit Memo Comment Email Template: Bronto Credit Memo Update


Testing

1. Navigate to SALES > CREDIT MEMOS. 2. Click VIEW. 3. Credit Memo History

Comment Text: {comment} Check: NOTIFY CUSTOMER BY EMAIL.

4. Click SUBMIT COMMENT. 5. Verify email was sent.

Template <body style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <div style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <table cellspacing="0" cellpadding="0" border="0" height="100%" width="100%"> <tr> <td align="center" valign="top" style="padding:20px 0 20px 0">

<!-‐-‐-‐-‐-‐-‐ [ header starts here] -‐-‐-‐-‐-‐-‐> <table bgcolor="#FFFFFF" cellspacing="0" cellpadding="10" border="0" width="650"

style="border:1px solid #E0E0E0;"> <tr> <td valign="top"> <a href="%%#storeURL%%"><img src="%%#emailLogo%%"

alt="%%#storeFrontendName%%" style="margin-‐-‐-‐bottom:10px;" border="0"/></a> </td>

</tr> <!-‐-‐-‐-‐-‐-‐ [ middle starts here] -‐-‐-‐-‐-‐-‐> <tr> <td valign="top">


<h1 style="font-‐-‐-‐size:22px; font-‐-‐-‐weight:normal; line-‐-‐-‐height:22px; margin:0 0 11px 0;">Dear %%#orderCustomerName%%,</h1>

<p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0 0 10px 0;"> Your order # %%#orderIncrementId%% has been <br/> <strong>%%#orderStatusLabel%%</strong>.

</p> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0 0 10px 0;">You can check the

status of your order by <a href="%%#customerURL%%" style="color:#1E7EC8;">logging into your account</a>.</p>

<p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0 0 10px 0;">%%#comment%%</p>

<p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;"> If you have any questions, please feel free to contact us at <a href="mailto:%%#supportEmail%%"

style="color:#1E7EC8;">%%#supportEmail%%</a> or by phone at %%#supportPhone%%.

</p> </td>

</tr> <tr> <td bgcolor="#EAEAEA" align="center" style="background:#EAEAEA; text-‐-‐-‐

align:center;"><center><p style="font-‐-‐-‐size:12px; margin:0;">Thank you again, <strong>%%#storeFrontendName%%</strong></p></center></td>

</tr> </table>

</td> </tr> </table> </div> </body>

5.1.3. Credit Memo Update for Guest

User Story As a guest customer I expect to receive an email after a comment has been made to my credit memo.

Used as Default For SYSTEM > CONFIGURATION > SALES EMAILS > CREDIT MEMO COMMENTS > CREDIT MEMO COMMENT EMAIL

TEMPLATE FOR GUEST (GLOBAL) Fields


Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Support Email Address supportEmail Support Phone Number supportPhone Customer Name orderCustomerName

Order Id orderIncrementId Order Status orderStatusLabel Credit Memo Comment comment Configuration

Magento:

1. Navigate to SYSTEM > CONFIGURATION > SALES > SALES EMAILS. 2. Credit Memo Comments

Enabled: yes CREDIT MEMO COMMENT EMAIL TEMPLATE FOR GUEST: Bronto Credit Memo Update for Guest

Testing

1. Navigate to SALES > CREDIT MEMOS. 2. Click VIEW (on a guest Credit Memo). 3. Credit Memo History

Comment Text: {comment} 4. Check the NOTIFY CUSTOMER BY EMAIL checkbox. 5. Click Submit Comment.


6. Verify email was sent. Template <body style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <div style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <table cellspacing="0" cellpadding="0" border="0" height="100%" width="100%"> <tr> <td align="center" valign="top" style="padding:20px 0 20px 0">




</tr> <!-‐-‐-‐-‐-‐-‐ [ middle starts here] -‐-‐-‐-‐-‐-‐> <tr> <td valign="top"> <h1 style="font-‐-‐-‐size:22px; font-‐-‐-‐weight:normal; line-‐-‐-‐height:22px; margin:0 0 11px

0;">Dear %%#orderCustomerName%%,</h1> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0 0 10px 0;"> Your order # %%#orderIncrementId%% has been <br/> <strong>%%#orderStatusLabel%%</strong>.

</p> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0 0 10px

0;">%%#comment%%</p> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;"> If you have any questions, please feel free to contact us at <a href="mailto:%%#supportEmail%%"


</p> </td>



</tr> </table>

</td> </tr>


</table> </div> </body>

5.1.4. Currency Update Warnings

User Story As an admin I expect to receive a warning email when there is a currency update. Used as Default For SYSTEM > CONFIGURATION > CURRENCY SETUP > SCHEDULED IMPORT SETTINGS > ERROR EMAIL

TEMPLATE (GLOBAL)

Fields Currency Update Warnings warnings Configuration This will only get sent if there is an error while updating currency. To trigger the email manually, you will need to edit a Magento file to simulate errors:

1. Open app/code/core/Mage/Directory/Model/Observer.php 2. In the method scheduledUpdateCurrencyRates(), add the following lines:

$errors[] = 'currency error';

right before: if( sizeof($errors) > 0 ) {

3. Save the file and test.

Remember to revert these changes after testing.

Testing

Magento:

1. Navigate to SYSTEM > CONFIGURATION > GENERAL > CURRENCY SETUP. 2. Scheduled Import Settings

Enabled: Yes


Service: Webservicex Start Time: Enter a time several minutes in the future *

3. Click SAVE CONFIG. 4. Verify email was sent when cron job runs.

* Reset the Start Time after testing

Template <p>Currency update warnings:</p> <p>%%#warnings%%</p>

5.1.5. Forgot Admin Password Magento 1.6.0 and below

User Story As an admin I expect to receive an email with a new password when I forgot the admin password.

Used as Default For SYSTEM > CONFIGURATION > ADMIN > ADMIN USER EMAILS > FORGOT PASSWORD EMAIL

TEMPLATE (GLOBAL)


Fields Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Admin Full name adminName Admin New Password adminPassword Admin Login URL adminLoginURL

Configuration

Magento:

1. Navigate to SYSTEM > CONFIGURATION > ADVANCED > ADMIN. 2. Admin User Emails

Forgot Password Email Template: Bronto Forgot Admin Password

3. Click SAVE CONFIG.

Testing

Magento:

1. Click: FORGOT YOUR PASSWORD? (from the admin login screen) 2. Email Address

Email Address: {email}

3. Click: RETRIEVE PASSWORD

4. Verify email was sent. Template


<body style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, <body style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐size:12px; margin:0; padding:0;"> <div style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <table cellspacing="0" cellpadding="0" border="0" height="100%" width="100%"> <tr> <td align="center" valign="top" style="padding:20px 0 20px 0">

<!-‐-‐-‐-‐-‐-‐ [ header starts here] -‐-‐-‐-‐-‐-‐> <table bgcolor="FFFFFF" cellspacing="0" cellpadding="10" border="0" width="650"



</tr> <!-‐-‐-‐-‐-‐-‐ [ middle starts here] -‐-‐-‐-‐-‐-‐> <tr> <td valign="top"> <h1 style="font-‐-‐-‐size:22px; font-‐-‐-‐weight:normal; line-‐-‐-‐height:22px; margin:0 0

11px 0;"">Dear %%#adminName%%,</h1> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0 0 8px 0;"><strong>Your

new password is:</strong> %%#adminPassword%%</p> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;">You can change your

password at any time by logging into <a href="%%#adminLoginURL%%" style="color:#1E7EC8;">your account</a>.<p>

</td> </tr> <tr> <td bgcolor="#EAEAEA" align="center" style="background:#EAEAEA; text-‐-‐-‐


</tr> </table>

</td> </tr>


5.1.6. Forgot Password

User Story


As a customer I expect to receive a new password when I forget my password. Note: This email is deprecated as of Magento 1.6.1.0.

Used as Default For SYSTEM > CONFIGURATION > CUSTOMER CONFIGURATION > PASSWORD OPTIONS > FORGOT EMAIL

TEMPLATE (GLOBAL) Fields Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Customer Name customerName Customer Password customerPassword Customer Login Link customerURL

Configuration

Magento:

1. Navigate to SYSTEM > CONFIGURATION > CUSTOMERS > CUSTOMER CONFIGURATION 2. Password Options

Forgot Email Template: Bronto Forgot Password Remind Email Template: Bronto Remind Password

3. Click SAVE CONFIG. Testing

Magento:

1. Click: FORGOT YOUR PASSWORD? (from the login screen) 2. Retrieve your password here

Email Address: {email}


3. Click: SUBMIT

4. Verify email was sent. Template <body style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <div style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <table cellspacing="0" cellpadding="0" border="0" height="100%" width="100%"> <tr> <td align="center" valign="top" style="padding:20px 0 20px 0">





0;"">Dear %%#customerName%%,</h1> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0 0 8px 0;"><strong>Your new

password is:</strong> %%#customerPassword%%</p> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;">You can change your

password at any time by logging into <a href="%%#customerURL%%" style="color:#1E7EC8;">your account</a>.<p>



</tr> </table>

</td> </tr>



5.1.7. Invoice Update User Story As a customer I expect to receive an email after a comment has been added to my invoice.

Used as Default For SYSTEM > CONFIGURATION > SALES EMAILS > INVOICE COMMENTS > INVOICE COMMENT EMAIL

TEMPLATE (GLOBAL) Fields Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Support Email Address supportEmail Support Phone Number supportPhone Customer Login URL customerURL Customer Name orderCustomerName Order Id orderIncrementId Order Status orderStatusLabel Invoice Comment comment Configuration

Magento:

1. Header menu: SYSTEM > CONFIGURATION 2. Sidebar menu: SALES > SALES EMAILS

3. Invoice Comments Enabled: yes Invoice Comment Email Template: Bronto Invoice Update


4. Header menu: SALES > INVOICES. 5. Click: VIEW (on a customer Invoice). 6. Invoice History

Comment Text: {comment} Check: NOTIFY CUSTOMER BY EMAIL.

7. Click: SUBMIT COMMENT. Magento:


<body style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <div style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <table cellspacing="0" cellpadding="0" border="0" height="100%" width="100%"> <tr> <td align="center" valign="top" style="padding:20px 0 20px 0">




</tr> <!-‐-‐-‐-‐-‐-‐ [ middle starts here] -‐-‐-‐-‐-‐-‐>


<tr> <td valign="top"> <h1 style="font-‐-‐-‐size:22px; font-‐-‐-‐weight:normal; line-‐-‐-‐height:22px; margin:0 0 11px





<p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;"> If you have any questions, please feel free to contact us at <a href="mailto:%%#supportEmail%%"


</p> </td>



</tr> </table>


5.1.8. Invoice Update for Guest

User Story As a guest customer I expect to receive an email after a comment has been added to my invoice.

Used as Default For SYSTEM > CONFIGURATION > SALES EMAILS > INVOICE COMMENTS > INVOICE COMMENT EMAIL TEMPLATE FOR

GUEST (GLOBAL)


Fields Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Support Email Address supportEmail Support Phone Number supportPhone Customer Name orderCustomerName

Order Id orderIncrementId Order Status orderStatusLabel Invoice Comment comment

Configuration

Magento:


3. Invoice Comments Enabled: yes Invoice Comment Email Template for Guest: Bronto Invoice Update for Guest

4. Header Menu: SYSTEM > CONFIGURATION. 5. Side menu: SALES > SALES EMAILS. 6. Header menu: SALES > INVOICES. 7. Click: VIEW (on a guest customer Invoice). 8. Invoice History

Comment Text: {comment}


9. Check: NOTIFY CUSTOMER BY EMAIL. 10. Click: SUBMIT COMMENT.

Magento:









0;">%%#comment%%</p> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;"> If you have any questions, please feel free to contact us at <a href="mailto:%%#supportEmail%%"


</p> </td>

</tr> <tr>


<td bgcolor="#EAEAEA" align="center" style="background:#EAEAEA; text-‐-‐-‐ align:center;"><center><p style="font-‐-‐-‐size:12px; margin:0;">Thank you again, <strong>%%#storeFrontendName%%</strong></p></center></td>

</tr> </table>

</td> </tr> </table> </div>

5.1.9. Log Cleanup Warnings

User Story As an admin I expect to receive an email when there is a log cleanup warning. Used as Default For SYSTEM -‐-‐-‐> CONFIGURATION -‐-‐-‐> SYSTEM -‐-‐-‐> LOG CLEANING -‐-‐-‐> ERROR EMAIL TEMPLATE (GLOBAL)

Fields Log Cleanup Warnings warnings

Configuration This will only get sent if there is an error while cleaning the logs. To trigger the email manually, you will need to edit a Magento file to simulate errors:

1. Open app/code/core/Mage/Log/Model/Cron.php 2. In the method LogClean(), add the following lines:

$this->_errors[] = 'Exception Message'; $this->_errors[] = 'Exception Trace';

right before: $this->_sendLogCleanEmail();

3. Save the file and test. Remember to revert these changes after testing.


Testing

Magento:

1. Navigate to SYSTEM > CONFIGURATION > ADVANCED > SYSTEM. 2. Log Cleaning

Save Log, Days: 0 * Enable Log Cleaning: Yes Start Time: Enter a time several minutes in the future ** Frequency: Daily Error Email Templage: (Bronto) Log Cleanup Warnings

3. Click SAVE CONFIG 4. Wait until time set in Start Time 5. Verify email was sent.

* Change the value for Save Log, Days and Start Time back to their original values after testing. ** Reset the start time after testing.

Template <p>Log Cleanup Warnings:</p> <p>%%#warnings%%</p>


5.1.10. New Account

User Story As a customer I expect to receive an email when I create a new account.

Used as Default For SYSTEM -‐-‐-‐> CONFIGURATION -‐-‐-‐> CUSTOMER CONFIGURATION -‐-‐-‐> CREATE NEW ACCOUNT OPTIONS -‐-‐-‐> WELCOME

EMAIL (GLOBAL) Fields Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Support Email Address supportEmail Support Phone Number supportPhone Customer Login URL customerURL

Customer Name customerName Customer Email customerEmail Customer Password customerPassword

Configuration

Magento:

1. Navigate to SYSTEM > CONFIGURATION > CUSTOMERS -‐-‐-‐> CUSTOMER CONFIGURATION. 2. Create New Account Options Enabled: yes Default Welcome Email: Bronto New Account Require Emails Confirmation: No



Magento:

1. Click: CREATE AN ACCOUNT 2. Personal Information

First Name: {first name} Last Name: {last name} Email Address: {email} Newsletter: {newsletter} Login Information Password: {password} Confirm Password: {password} Click: SUBMIT

3. Verify email was sent. Template <body style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <div style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <table cellspacing="0" cellpadding="0" border="0" height="100%" width="100%"> <tr>


<td align="center" valign="top" style="padding:20px 0 20px 0"> <!-‐-‐-‐-‐-‐-‐ [ header starts here] -‐-‐-‐-‐-‐-‐> <table bgcolor="FFFFFF" cellspacing="0" cellpadding="10" border="0" width="650"




0;"">Dear %%#customerName%%,</h1> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0 0 16px 0;">Welcome to

%%#storeFrontendName%%. To log in when visiting our site just click <a href="%%#customerURL%%" style="color:#1E7EC8;">Login</a> or <a href="%%#customerURL%%" style="color:#1E7EC8;">My Account</a> at the top of every page, and then enter your e-‐-‐-‐mail address and password.</p>

<p style="border:1px solid #E0E0E0; font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0; padding:13px 18px; background:#f9f9f9;">

Use the following values when prompted to log in:<br/> <strong>E-‐-‐-‐mail</strong>: %%#customerEmail%%<br/> <strong>Password</strong>: %%#customerPassword%%<p>

<p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0 0 8px 0;">When you log in to your account, you will be able to do the following:</p>

<ul style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0 0 16px 0; padding:0;"> <li style="list-‐-‐-‐style:none inside; padding:0 0 0 10px;">– Proceed through

checkout faster when making a purchase</li> <li style="list-‐-‐-‐style:none inside; padding:0 0 0 10px;">– Check the status

of orders</li>

orders</li>

<li style="list-‐-‐-‐style:none inside; padding:0 0 0 10px;">– View past <li style="list-‐-‐-‐style:none inside; padding:0 0 0 10px;">– Make changes

to your account information</li> <li style="list-‐-‐-‐style:none inside; padding:0 0 0 10px;">– Change your

password</li> <li style="list-‐-‐-‐style:none inside; padding:0 0 0 10px;">– Store alternative

addresses (for shipping to multiple family members and friends!)</li> </ul> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;">If you have any questions

about your account or any other matter, please feel free to contact us at <a href="mailto:%%#supportEmail%%" style="color:#1E7EC8;">%%#supportEmail%%</a> or by phone at %%#supportPhone%%.</p>

</td> </tr>


<tr> <td bgcolor="#EAEAEA" align="center" style="background:#EAEAEA; text-‐-‐-‐


</tr> </table>

</td> </tr>


5.1.11. New Account Confirmation Key

User Story As a customer I expect to receive a confirmation key when I create a new account.

Used as Default For SYSTEM -‐-‐-‐> CONFIGURATION -‐-‐-‐> CUSTOMER CONFIGURATION -‐-‐-‐> CREATE NEW ACCOUNT OPTIONS -‐-‐-‐> CONFIRMATION LINK EMAIL (GLOBAL)

Fields Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Support Email Address supportEmail Support Phone Number supportPhone Customer Name customerName

Customer Email customerEmail Customer Password customerPassword Confirmation Link confirmationLink

Configuration

Magento:

1. Navigate to SYSTEM > CONFIGURATION > CUSTOMERS > CUSTOMER CONFIGURATION. 2. Create New Account Options


REQUIRE EMAIL CONFIRMATION: Yes CONFIRMATION LINK EMAIL:


Magento:

1. Click CREATE AN ACCOUNT. 2. Personal Information

First Name: {first name} Last Name: {last name} Email Address: {email} Newsletter: {newsletter} Login Information Password: {password} Confirm Password: {password}

3. Click SUBMIT. 4. Verify email was sent.

Template <body style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐


size:12px; margin:0; padding:0;"> <div style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <table cellspacing="0" cellpadding="0" border="0" height="100%" width="100%"> <tr> <td align="center" valign="top" style="padding:20px 0 20px 0">





0;"">Dear %%#customerName%%,</h1> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0 0 16px 0;">Your e-‐-‐-‐mail

%%#customerEmail%% must be confirmed before using it to log in to our store.</p> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0 0 8px 0;">To confirm the e-‐-‐-‐

mail and instantly log in, please, use <a href="%%#confirmationLink%%" style="color:#1E7EC8;">this confirmation link</a>. This link is valid only once.</p>

<p style="border:1px solid #E0E0E0; font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0 0 16px 0; padding:13px 18px; background:#f9f9f9;">

Use the following values when prompted to log in:<br/> <strong>E-‐-‐-‐mail:</strong> %%#customerEmail%%<br/> <strong>Password:</strong> %%#customerPassword%%<p>

<p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;">If you have any questions about your account or any other matter, please feel free to contact us at <a href="mailto:%%#supportEmail%%" style="color:#1E7EC8;">%%#supportEmail%%</a> or by phone at %%#supportPhone%%.</p>



</tr> </table>

</td> </tr>

</table> </div>


</body>

5.1.12. New Account Confirmed

User Story As a customer I expect to receive a confirmation email after I have confirmed my account.

Used as Default For SYSTEM > CONFIGURATION > CUSTOMER CONFIGURATION > CREATE NEW ACCOUNT OPTIONS > WELCOME

EMAIL (GLOBAL) Fields Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Login URL customerURL Support Email Address supportEmail Support Phone Number supportPhone Customer Name customerName

Customer Email customerEmail Customer Password customerPassword

Configuration

Magento:

1. Header menu: SYSTEM > CONFIGURATION 2. Sidebar menu: CUSTOMERS > CUSTOMER CONFIGURATION 3. Create New Account Options

Require Email Confirmation: yes Welcome Email: Bronto New Account Confirmed

4. Click SAVE CONFIG


Magento:

1. Select CREATE AN ACCOUNT 2. Personal Information

First Name: {first name} Last Name: {last name} Email Address: {email} Newsletter: {newsletter} Login Information Password: {password} Confirm Password: {password}

3. Click: SUBMIT

4. Check email and click confirmation link. 5. Verify the email was sent.

Template <body style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <div style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <table cellspacing="0" cellpadding="0" border="0" height="100%" width="100%"> <tr>


<td align="center" valign="top" style="padding:20px 0 20px 0"> <!-‐-‐-‐-‐-‐-‐ [ header starts here] -‐-‐-‐-‐-‐-‐> <table bgcolor="FFFFFF" cellspacing="0" cellpadding="10" border="0" width="650"



</tr> <tr> <td valign="top"> <h1 style="font-‐-‐-‐size:22px; font-‐-‐-‐weight:normal; line-‐-‐-‐height:22px; margin:0 0 11px

0;"">Dear %%#customerName%%,</h1> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0 0 16px 0;">Welcome to

%%#storeFrontendName%%. To log in when visiting our site just click <a href="%%#customerURL%%" style="color:#1E7EC8;">Login</a> or <a href="%%#customerURL%%" style="color:#1E7EC8;">My Account</a> at the top of every page, and then enter your e-‐-‐-‐mail address and password.</p>

<p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0 0 8px 0;">When you log in to your account, you will be able to do the following:</p>

<ul style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0 0 16px 0; padding:0;"> <li style="list-‐-‐-‐style:none inside; padding:0 0 0 10px;">– Proceed through

checkout faster when making a purchase</li> <li style="list-‐-‐-‐style:none inside; padding:0 0 0 10px;">– Check the status

of orders</li>

orders</li>

<li style="list-‐-‐-‐style:none inside; padding:0 0 0 10px;">– View past <li style="list-‐-‐-‐style:none inside; padding:0 0 0 10px;">– Make changes

to your account information</li> <li style="list-‐-‐-‐style:none inside; padding:0 0 0 10px;">– Change your

password</li> <li style="list-‐-‐-‐style:none inside; padding:0 0 0 10px;">– Store alternative

addresses (for shipping to multiple family members and friends!)</li> </ul> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;">If you have any questions




</tr> </table>


</td> </tr>


5.1.13. New Credit Memo

User Story As a customer I expect to receive an email after a credit update has been completed.

Used as Default For SYSTEM > CONFIGURATION > SALES EMAILS > CREDIT MEMO > CREDIT MEMO EMAIL TEMPLATE (GLOBAL)

Fields Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Support Email Address supportEmail Support Phone Number supportPhone Customer Login Link customerURL

Customer Name orderCustomerName Credit Memo Id creditmemoIncrementId Order Id orderIncrementId Billing Address orderBillingAddress Payment Details paymentHtml Shipping Address orderShippingAddress Shipping Description orderShippingDescription Credit Memo Items creditmemoItems Credit Memo Comment comment

Configuration

Magento:

1. Header menu: SYSTEM > CONFIGURATION


2. Sidebar menu: SALES > SALES EMAILS

3. Credit Memo Enabled: yes Credit Memo Email Template: Bronto New Credit Memo Update

4. Header menu: SALES > ORDERS. 5. Click: VIEW (on a customer Order). 6. Click: CREDIT MEMO. 7. Check: EMAIL COPY OF CREDIT MEMO. 8. Click: REFUND OFFLINE.

Magento:


Template <body style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <div style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <table cellspacing="0" cellpadding="0" border="0" width="100%"> <tr> <td align="center" valign="top" style="padding:20px 0 20px 0">






0;"">Hello, %%#orderCustomerName%%</h1> <p> Thank you for your order from %%#storeFrontendName%%. You can check the status of your order by <a href="%%#customerURL%%"

style="color:#1E7EC8;">logging into your account</a>. If you have any questions about your order please contact us at <a

href="mailto:%%#supportEmail%%" style="color:#1E7EC8;">%%#supportEmail%%</a> or call us at <span class="nobr">%%#supportPhone%%</span> Monday -‐-‐-‐ Friday, 8am -‐-‐-‐ 5pm PST.

</p> </td>

</tr> <tr> <td> <h2 style="font-‐-‐-‐size:18px; font-‐-‐-‐weight:normal; margin:0;">Your Credit Memo

#%%#creditmemoIncrementId%% for Order #%%#orderIncrementId%%</h2> </td>

</tr> <tr> <td> <table cellspacing="0" cellpadding="0" border="0" width="650"> <thead> <tr> <th align="left" width="325" bgcolor="#EAEAEA" style="font-‐-‐-‐size:13px;

padding:5px 9px 6px 9px; line-‐-‐-‐height:1em;">Billing Information:</th> <th width="10"></th> <th align="left" width="325" bgcolor="#EAEAEA" style="font-‐-‐-‐size:13px;

padding:5px 9px 6px 9px; line-‐-‐-‐height:1em;">Payment Method:</th> </tr> </thead> <tbody> <tr> <td valign="top" style="font-‐-‐-‐size:12px; padding:7px 9px 9px 9px; border-‐-‐-‐

left:1px solid #EAEAEA; border-‐-‐-‐bottom:1px solid #EAEAEA; border-‐-‐-‐right:1px solid #EAEAEA;"> %%#orderBillingAddress%%

</td> <td> </td> <td valign="top" style="font-‐-‐-‐size:12px; padding:7px 9px 9px 9px; border-‐-‐-‐

left:1px solid #EAEAEA; border-‐-‐-‐bottom:1px solid #EAEAEA; border-‐-‐-‐right:1px solid #EAEAEA;"> %%#paymentHtml%%

</td>


</tr> </tbody>

</table> <br/>

<table cellspacing="0" cellpadding="0" border="0" width="650"> <thead> <tr> <th align="left" width="325" bgcolor="#EAEAEA" style="font-‐-‐-‐size:13px;

padding:5px 9px 6px 9px; line-‐-‐-‐height:1em;">Shipping Information:</th> <th width="10"></th> <th align="left" width="325" bgcolor="#EAEAEA" style="font-‐-‐-‐size:13px;

padding:5px 9px 6px 9px; line-‐-‐-‐height:1em;">Shipping Method:</th> </tr> </thead> <tbody> <tr> <td valign="top" style="font-‐-‐-‐size:12px; padding:7px 9px 9px 9px; border-‐-‐-‐

left:1px solid #EAEAEA; border-‐-‐-‐bottom:1px solid #EAEAEA; border-‐-‐-‐right:1px solid #EAEAEA;"> %%#orderShippingAddress%%


left:1px solid #EAEAEA; border-‐-‐-‐bottom:1px solid #EAEAEA; border-‐-‐-‐right:1px solid #EAEAEA;"> %%#orderShippingDescription%%

</td> </tr> </tbody>

</table>

%%#creditmemoItems%%

<p style="font-‐-‐-‐size:12px; margin:10px 10px 10px 0">%%#comment%%</p> </td>



</tr> </table>

</td> </tr> </table> </div>


</body>

5.1.14. New Credit Memo for Guest

User Story As a guest customer I expect to receive an email after a credit update has been completed.

Used as Default For SYSTEM > CONFIGURATION > SALES EMAILS > CREDIT MEMO > CREDIT MEMO EMAIL TEMPLATE FOR

GUEST (GLOBAL) Fields Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Support Email Address supportEmail Support Phone Number supportPhone Guest Customer Name (Billing) orderCustomerName

Credit Memo Id creditmemoIncrementId Order Id orderIncrementId Billing Address orderBillingAddress Payment Details paymentHtml Shipping Address orderShippingAddress Shipping Description orderShippingDescription Credit Memo Items creditmemoItems Credit Memo Comment comment Configuration

Magento:


3. Credit Memo Enabled: yes Credit Memo Email Template for Guest: Bronto New Credit Memo Update for Guest


4. Header menu: SALES > CREDIT MEMOS. 5. Click: VIEW (on a guest customer Credit Memo). 6. Click: SEND EMAIL.

Magento:


Template <body style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <div style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <table cellspacing="0" cellpadding="0" border="0" width="100%"> <tr> <td align="center" valign="top" style="padding:20px 0 20px 0">





0;"">Hello, %%#orderCustomerName%%</h1>


<p> Thank you for your order from %%#storeFrontendName%%. If you have any questions about your order please contact us at <a


</p> </td>

</tr> <tr> <td> <h2 style="font-‐-‐-‐size:18px; font-‐-‐-‐weight:normal; margin:0;">Your Credit Memo

#%%#creditmemoIncrementId%% for Order #%%#orderIncrementId%%</h2> </td>



padding:5px 9px 6px 9px; line-‐-‐-‐height:1em;">Payment Method:</th> </tr> </thead> <tbody> <tr> <td valign="top" style="font-‐-‐-‐size:12px; padding:7px 9px 9px 9px; border-‐-‐-‐





</table> <br/>

<table cellspacing="0" cellpadding="0" border="0" width="650"> <thead> <tr> <th align="left" width="325" bgcolor="#EAEAEA" style="font-‐-‐-‐size:13px;

padding:5px 9px 6px 9px; line-‐-‐-‐height:1em;">Shipping Information:</th>


<th width="10"></th> <th align="left" width="325" bgcolor="#EAEAEA" style="font-‐-‐-‐size:13px;






</table> <br/>

%%#creditmemoItems%%

<p style="font-‐-‐-‐size:12px; margin:0 10px 10px 0">%%#comment%%</p>



</tr> </table>


5.1.15. New Invoice

User Story As a customer I expect to receive an email after a new invoice has been created.


Used as Default For SYSTEM > CONFIGURATION > SALES EMAILS > INVOICE > INVOICE EMAIL TEMPLATE (GLOBAL)

Fields Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Support Email Address supportEmail Support Phone Number supportPhone Customer Login Link customerURL Customer Name orderCustomerName Invoice Id invoiceIncrementId

Order Id orderIncrementId Billing Address orderBillingAddress Payment Details paymentHtml Shipping Address orderShippingAddress Shipping Description orderShippingDescription Invoice Comment comment

Configuration

Magento:

1. Header menu: System > Configuration 2. Sidebar menu: Sales > Sales Emails 3. Invoice

Enabled: yes Invoice Email Template: Bronto New Invoice


4. Header menu: SALES > INVOICES. 5. Click: VIEW (on a customer Order). 6. Click: INVOICE. 7. Click: SEND EMAIL. 8. Click: OK.

Magento:


5.1.16. New Invoice for Guest

User Story As a guest customer I expect to receive an email after a new invoice has been created.

Used as Default For SYSTEM > CONFIGURATION > SALES EMAILS > INVOICE > INVOICE EMAIL TEMPLATE FOR GUEST (GLOBAL)

Fields Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Support Email Address supportEmail Support Phone Number supportPhone Guest Customer Name orderCustomerName Invoice Id invoiceIncrementId


Order Id orderIncrementId Billing Address orderBillingAddress Payment Details paymentHtml Shipping Address orderShippingAddress Shipping Description orderShippingDescription Invoice Items invoiceItems Invoice Comment comment

Configuration

Magento:


3. Invoice Enabled: yes Invoice Email Template for Guest: Bronto New Invoice

4. Header menu: SALES > ORDERS. 5. Click: VIEW (on a guest customer Order). 6. Click: INVOICE. 7. Click: SEND EMAIL. 8. Click: OK.

Magento:



<body style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <div style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <table cellspacing="0" cellpadding="0" border="0" height="100%" width="100%"> <tr> <td align="center" valign="top" style="padding:20px 0 20px 0">





0;"">Hello, %%#orderCustomerName%%</h1> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;"> Thank you for your order from %%#storeFrontendName%%. If you have any questions about your order please contact us at <a


</p> </td>

</tr><tr> <td> <h2 style="font-‐-‐-‐size:18px; font-‐-‐-‐weight:normal; margin:0;">Your Invoice

#%%#invoiceIncrementId%% for Order #%%#orderIncrementId%%</h2> </td>

</tr> <tr> <td> <table cellspacing="0" cellpadding="0" border="0" width="650">

<thead> <tr> <th align="left" width="325" bgcolor="#EAEAEA" style="font-‐-‐-‐size:13px;


padding:5px 9px 6px 9px; line-‐-‐-‐height:1em;">Payment Method:</th> </tr>

</thead> <tbody>


<tr> <td valign="top" style="font-‐-‐-‐size:12px; padding:7px 9px 9px 9px; border-‐-‐-‐





</table> <br/>

<table cellspacing="0" cellpadding="0" border="0" width="100%"> <thead> <tr> <th align="left" width="325" bgcolor="#EAEAEA" style="font-‐-‐-‐size:13px;







</table> <br/>

%%#invoiceItems%%

<p style="font-‐-‐-‐size:12px; margin:10px 10px 10px 0;">%%#comment%%</p>

</td> </tr>


<tr> <td bgcolor="#EAEAEA" align="center" style="background:#EAEAEA; text-‐-‐-‐


</tr> </table>


5.1.17. New Order

User Story As a customer I expect to receive an email after a new order has been created.

Used as Default For SYSTEM > CONFIGURATION > SALES EMAILS > ORDER > NEW ORDER CONFIRMATION TEMPLATE (GLOBAL)


Customer Name orderCustomerName Order Id orderIncrementId Order Date orderCreatedAt Billing Address orderBillingAddress Payment Details paymentHtml Shipping Address orderShippingAddress Shipping Description orderShippingDescription Order Items orderItems Email Order Note orderEmailCustomerNote

Configuration


Magento:

1. Navigate to SYSTEM > CONFIGURATION > SALES > SALES EMAILS

2. Order Enabled: yes Order Email Template: Bronto New Order

Testing

Magento:

1. Navigate to SALES > ORDERS > 2. Click on VIEW (on a customer Order). 3. Click SEND EMAIL. 4. Click OK. 5. Verify email was sent.

Template <body style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <div style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <table cellspacing="0" cellpadding="0" border="0" height="100%" width="100%"> <tr>


<td align="center" valign="top" style="padding:20px 0 20px 0"> <!-‐-‐-‐-‐-‐-‐ [ header starts here] -‐-‐-‐-‐-‐-‐> <table bgcolor="#FFFFFF" cellspacing="0" cellpadding="10" border="0" width="650"




0;"">Hello, %%#orderCustomerName%%</h1> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;"> Thank you for your order from %%#storeFrontendName%%. Once your package ships we will send an email with a link to track your order. You can check the status of your order by <a href="%%#customerURL%%"



</p> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;">Your order confirmation is

below. Thank you again for your business.</p> </td>

</tr> <tr> <td> <h2 style="font-‐-‐-‐size:18px; font-‐-‐-‐weight:normal; margin:0;">Your Order

#%%#orderIncrementId%% <small>(placed on %%#orderCreatedAt%%)</small></h2> </td>




</thead> <tbody>






</td> </tr>

</tbody> </table> <br/>

<table cellspacing="0" cellpadding="0" border="0" width="650">



padding:5px 9px 6px 9px; line-‐-‐-‐height:1em;">Shipping Method:</th> </tr>

</thead> <tbody> <tr> <td valign="top" style="font-‐-‐-‐size:12px; padding:7px 9px 9px 9px; border-‐-‐-‐




</td> </tr>


%%#orderItems%%

<p style="font-‐-‐-‐size:12px; margin:0 0 10px 0">%%#orderEmailCustomerNote%%</p>



align:center;"><center><p style="font-‐-‐-‐size:12px; margin:0;">Thank you, <strong>%%#storeFrontendName%%</strong></p></center></td>

</tr> </table>


5.1.18. New Order for Guest

User Story As a guest customer I expect to receive an email after a new order has been created.

Used as Default For SYSTEM > CONFIGURATION > SALES EMAILS > ORDER > NEW ORDER CONFIRMATION TEMPLATE FOR GUEST

(GLOBAL) Fields Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Support Email Address supportEmail Support Phone Number supportPhone Guest Customer Name orderCustomerName Order Id orderIncrementId Order Created At (datetime) orderCreatedAt Billing Address orderBillingAddress

Payment Details paymentHtml Shipping Address orderShippingAddress Shipping Description orderShippingDescription Order Items orderItems Email Order Note orderEmailCustomerNote


Configuration

Magento:

1. Navigate to SYSTEM > CONFIGURATION > SALES > SALES EMAILS

2. Order Enabled: yes New Order Email Template for Guest: Bronto New Order for Guest

Testing

Magento:

1. Navigate to SALES > ORDERS. 2. Click VIEW (on a guest customer Order). 3. Click SEND EMAIL. 4. Click OK. 5. Verify email was sent.

Template <body style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <div style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;">


<table cellspacing="0" cellpadding="0" border="0" height="100%" width="100%"> <tr> <td align="center" valign="top" style="padding:20px 0 20px 0">





0;"">Hello, %%#orderCustomerName%%</h1> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;"> Thank you for your order from %%#storeFrontendName%%. Once your package ships we will send an email with a link to track your order. If you have any questions about your order please contact us at <a


</p> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;">Your order confirmation is

below. Thank you again for your business.</p> </td>

</tr> <tr> <td> <h2 style="font-‐-‐-‐size:18px; font-‐-‐-‐weight:normal; margin:0;">Your Order

#%%#orderIncrementId%% <small>(placed on %%#orderCreatedAt%%)</small></h2> </td>





</thead> <tbody>






</td> </tr>


<table cellspacing="0" cellpadding="0" border="0" width="650">








</td> </tr>


%%#orderItems%%

<p style="font-‐-‐-‐size:12px; margin:0 0 10px 0">%%#orderEmailCustomerNote%%</p>




</tr> </table>


5.1.19. New Shipment

User Story As a customer I expect to receive an email when a new shipment has been created.

Used as Default For SYSTEM > CONFIGURATION > SALES EMAILS > SHIPMENT > SHIPMENT EMAIL TEMPLATE (GLOBAL)


Customer Name orderCustomerName Shipment Id shipmentIncrementId Order Id orderIncrementId Billing Address orderBillingAddress Payment Details paymentHtml Shipping Address orderShippingAddress Shipping Description orderShippingDescription Shipment Items shipmentItems Shipment Tracking Info shipmentTracking Shipment Comment comment


Configuration

Magento:


3. Shipment Enabled: yes Shipment Email Template: Bronto New Shipment

4. Header menu: SALES > ORDERS. 5. Click: VIEW (on a customer Order in Processing Status). 6. Click: SHIP. 7. Click: SEND TRACKING INFORMATION. 8. Click: OK.

Magento:








0;"">Hello, %%#orderCustomerName%%</h1> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;"> Thank you for your order from %%#storeFrontendName%%. You can check the status of your order by <a href="%%#customerURL%%"



</p> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;"> Your shipping confirmation is below. Thank you again for your business.

</p> </td>

</tr> <tr> <td> <h2 style="font-‐-‐-‐size:18px; font-‐-‐-‐weight:normal; margin:0;">Your Shipment

#%%#shipmentIncrementId%% for Order #%%#orderIncrementId%%</h2> </td>




</thead> <tbody> <tr>


<td valign="top" style="font-‐-‐-‐size:12px; padding:7px 9px 9px 9px; border-‐-‐-‐ left:1px solid #EAEAEA; border-‐-‐-‐bottom:1px solid #EAEAEA; border-‐-‐-‐right:1px solid #EAEAEA;">

%%#orderBillingAddress%% </td> <td> </td> <td valign="top" style="font-‐-‐-‐size:12px; padding:7px 9px 9px 9px; border-‐-‐-‐


</td> </tr>

</tbody> </table>

<br/>

<table cellspacing="0" cellpadding="0" border="0" width="100%">








</td> </tr>

</tbody> </table>

<br/>

%%#shipmentItems%% %%#shipmentTracking%%


<p style="font-‐-‐-‐size:12px; margin:10px 10px 10px 0">%%#comment%%</p> </td>



</tr> </table>


5.1.20. New Shipment for Guest

User Story As a guest customer I expect to receive an email when a new shipment has been created.

Used as Default For SYSTEM > CONFIGURATION > SALES EMAILS > SHIPMENT > SHIPMENT EMAIL TEMPLATE FOR GUEST (GLOBAL)

Fields Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Support Email Address supportEmail Support Phone Number supportPhone Guest Customer Name orderCustomerName Shipment Id shipmentIncrementId

Order Id orderIncrementId Billing Address orderBillingAddress Payment Details paymentHtml Shipping Address orderShippingAddress Shipping Description orderShippingDescription Shipment Items shipmentItems Shipment Tracking shipmentTracking


Shipment Comment comment Configuration

Magento:


3. Shipment Enabled: yes Shipment Email Template for Guest: Bronto New Shipment for Guest

4. Header menu: SALES > ORDERS. 5. Click: VIEW (on a guest customer Order in Processing Status). 6. Click: SHIP. 7. Click: SEND TRACKING INFORMATION. 8. Click: OK.

Magento:


Template <body style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <div style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;">


<table cellspacing="0" cellpadding="0" border="0" height="100%" width="100%"> <tr> <td align="center" valign="top" style="padding:20px 0 20px 0">





0;"">Hello, %%#orderCustomerName%%</h1> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;"> Thank you for your order from %%#storeFrontendName%%. If you have any questions about your order please contact us at <a


</p> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;"> Your shipping confirmation is below. Thank you again for your business.

</p> </td>

</tr> <tr> <td> <h2 style="font-‐-‐-‐size:18px; font-‐-‐-‐weight:normal; margin:0;">Your Shipment

#%%#shipmentIncrementId%% for Order #%%#orderIncrementId%%</h2> </td>





</thead> <tbody>






</td> </tr>

</tbody> </table>

<br/>

<table cellspacing="0" cellpadding="0" border="0" width="100%">








</td> </tr>

</tbody> </table>

<br/>

%%#shipmentItems%% %%#shipmentTracking%%


<p style="font-‐-‐-‐size:12px; margin:10px 10px 10px 0">%%#comment%%</p>



</tr> </table>


5.1.21. Newsletter Subscription Confirmation

User Story As a customer I expect to receive an email to confirm my newsletter confirmation when I sign up.

Used as Default For SYSTEM > CONFIGURATION > NEWSLETTER OPT-‐-‐-‐IN > SUBSCRIPTION OPTIONS > CONFIRMATION EMAIL

TEMPLATE (GLOBAL) Fields Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Customer Name customerName Subscriber Confirmation Url subscriberConfirmationLink

Configuration

Magento:


1. Navigate to SYSTEM > CONFIGURATION > CUSTOMERS > NEWSLETTER

2. Subscription Options CONFIRMATION EMAIL TEMPLATE: BRONTO NEWSLETTER SUBSCRIPTION CONFIRMATION

NEED TO CONFIRM: YES

3. Click SAVE CONFIG Magento:

1. Header menu: MY ACCOUNT. 2. Sidebar menu: NEWSLETTER SUBSCRIPTIONS. 3. Newsletter Subscription

Check: GENERAL SUBSCRIPTION.

4. Click: SAVE. 5. Verify email was sent.







0;"">Thank you for subscribing to our newsletter.</h1> <p style="border:1px solid #E0E0E0; font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;

padding:13px 18px; background:#F9F9F9;">To begin receiving the newsletter, you must first confirm your subscription by clicking on the following link:<br />

<a href="%%#confirmationLink%%" style="color:#1E7EC8;">%%#subscriberConfirmationLink%%</a><p>



</tr> </table>

</td> </tr>


5.1.22. Newsletter Subscription Success

User Story As a customer I expect to receive an email when I subscribe to a newsletter.

Used as Default For SYSTEM -‐-‐-‐> CONFIGURATION -‐-‐-‐> NEWSLETTER OPT-‐-‐-‐IN -‐-‐-‐> SUBSCRIPTION OPTIONS -‐-‐-‐> SUCCESS EMAIL

TEMPLATE (GLOBAL)


Fields none

Configuration

Magento:

1. Header menu: SYSTEM > CONFIGURATION 2. Sidebar menu: CUSTOMERS > NEWSLETTER

3. Subscription Options

SUCCESS EMAIL TEMPLATE: BRONTO NEWSLETTER SUBSCRIPTION SUCCESS

NEED TO CONFIRM: no ALLOW GUEST SUBSCRIPTION: Yes

4. Click SAVE CONFIG Magento:

1. Click on a product list page 2. Enter an email address in the newsletter subscription block 3. Verify email was sent.

Template


Newsletter subscription success

5.1.23. Newsletter Unsubscription Success

User Story As a user I expect to receive an email when I am unsubscribed from a newsletter via the admin.

Used as Default For SYSTEM > CONFIGURATION > NEWSLETTER OPT-‐-‐-‐IN > SUBSCRIPTION OPTIONS > UNSUBSCRIPTION EMAIL

TEMPLATE (GLOBAL) Fields None

Configuration

Magento:

1. Header menu: SYSTEM > CONFIGURATION 2. Sidebar menu: CUSTOMERS > NEWSLETTER

3. Subscription Options

UNSUBSCRIPTION EMAIL TEMPLATE: BRONTO NEWSLETTER UNSUBSCRIPTION SUCCESS

NEED TO CONFIRM: NO

4. Click SAVE CONFIG


Magento:

1. Header menu: NEWSLETTER > NEWSLETTER SUBSCRIBERS. 2. Find the user from the previous test 3. Check: the user from the previous test. 4. Actions: UNSUBSCRIBE. 5. Click: SUBMIT.

Magento:


Template Newsletter unsubscription success

5.1.24. Order Update

User Story As a customer I expect to receive an email after a comment has been added to my order.

Used as Default For SYSTEM > CONFIGURATION > SALES EMAILS > ORDER COMMENTS > ORDER COMMENT EMAIL


Template (GLOBAL) Fields Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Support Email Address supportEmail Support Phone Number supportPhone Customer Login URL customerURL

Customer Name orderCustomerName Order Id orderIncrementId Order Status orderStatusLabel Order Comment comment

Configuration

Magento:


Order Comments ENABLED: YES ORDER COMMENT EMAIL TEMPLATE: BRONTO ORDER UPDATE

3. Header menu: SALES > ORDERS. 4. Click: VIEW (on a customer Order).


5. Order History Comment Text: {comment} Check: NOTIFY CUSTOMER BY EMAIL.

6. Click: SUBMIT COMMENT.

Magento:







0;">Dear %%#orderCustomerName%%,</h1> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0 0 10px 0;"> Your order #%%#orderIncrementId%% has been <br/> <strong>%%#orderStatusLabel%%</strong>.




<p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;"> If you have any questions about your account or any other matter, please feel


free to contact us at <a href="mailto:%%#supportEmail%%" style="color:#1E7EC8;">%%#supportEmail%%</a> or by phone at %%#supportPhone%%.

</p> </td>



</tr> </table>


5.1.25. Order Update for Guest

User Story As a guest customer I expect to receive an email after a comment has been added to my order.

Used as Default For SYSTEM > CONFIGURATION > SALES EMAILS > ORDER COMMENTS > ORDER COMMENT EMAIL

TEMPLATE (GLOBAL) Fields Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Support Email Address supportEmail Support Phone Number supportPhone Customer Name orderCustomerName

Order Id orderIncrementId Order Status orderStatusLabel Order Comment comment

Configuration


Magento:


Order Comments ENABLED: YES ORDER COMMENT EMAIL TEMPLATE FOR GUEST: BRONTO ORDER UPDATE FOR GUEST

3. Header menu: SALES > ORDERS. 4. Click: VIEW (on a guest customer Order).

Order History COMMENT TEXT: {comment} Check: NOTIFY CUSTOMER BY EMAIL.

5. Click: SUBMIT COMMENT.

Magento:


Template <body style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <div style="background:#F6F6F6; font-‐-‐-‐family:Verdana, Arial, Helvetica, sans-‐-‐-‐serif; font-‐-‐-‐ size:12px; margin:0; padding:0;"> <table cellspacing="0" cellpadding="0" border="0" height="100%" width="100%">


<tr> <td align="center" valign="top" style="padding:20px 0 20px 0">







0;">%%#comment%%</p> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;"> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;">If you have any questions


</p> </td>



</tr> </table>


5.1.26. Payment Failed


User Story As an admin I expect to receive an email when a user’s payment method fails.

Used as Default For SYSTEM > CONFIGURATION > CHECKOUT > PAYMENT FAILED EMAILS > PAYMENT FAILED TEMPLATE (GLOBAL)

Fields Transaction Failed Reason reason Checkout Type checkoutType

Customer Email customerEmail Customer Name customer Shopping Cart Items items Total total Billing Address billingAddress Shipping Address shippingAddress Shipping Method shippingMethod Payment Method paymentMethod Date and Time of Transaction dateAndTime

Configuration

Magento: You must be in Test Mode for Authorize.net to test using the credit card number below.

1. Navigate to SYSTEM > CONFIGURATION > SALES > CHECKOUT.

Payment Failed Emails PAYMENT FAILED TEMPLATE: PAYMENT FAILED


2. Click SAVE CONFIG. 3. Navigate to SYSTEM > CONFIGURATION > SALES > PAYMENT METHODS.

Authorize.net TEST MODE: YES


Magento:

1. Add an item to your cart 2. Proceed to checkout 3. For payment method, enter the following values:

CREDIT CARD TYPE: VISA CREDIT CARD NUMBER: 4222 2222 2222 2222 EXPIRATION DATE: ANY

4. Click PLACE ORDER

5. Verify email was sent. Template <table> <thead> <tr> <th>Payment transaction failed.</th>

</tr> </thead> <tbody> <tr> <td> <p> <b>Reason</b><br /> %%#reason%%

</p> <p> <b>Checkout Type</b><br /> %%#checkoutType%%

</p> <p> <b>Customer:</b><br /> <a href="mailto:%%#customerEmail%%">%%#customer%%</a>


<%%#customerEmail%%> </p> <p> <b>Items</b><br /> %%#items%%

</p> <p> <b>Total:</b><br /> %%#total%%

</p> <p> <b>Billing Address:</b><br /> %%#billingAddress%%

</p> <p> <b>Shipping Address:</b><br /> %%#shippingAddress%%

</p> <p> <b>Shipping Method:</b><br /> %%#shippingMethod%%

</p> <p> <b>Payment Method:</b><br /> %%#paymentMethod%%

</p> <p> <b>Date & Time:</b><br /> %%#dateAndTime%%

</p> </td>

</tr> </tbody>

</table>

5.1.27. Product Alerts Cron Error

User Story As an admin I expect to receive an email on a product alert cron error.

Note: This will only get sent if there is an error while generating the sitemap. To trigger the email manually, you will need to edit a Magento file to simulate errors:


1. Open app/code/core/Mage/ProductAlert/Model/Observer.php 2. In the method _sendErrorEmail(), add the following lines:

$this->_errors[] = 'error text'; $this->_errors[] = 'Exception Trace';

right before:

if (count($this->_errors)) {


Used as Default For SYSTEM > CONFIGURATION > CATALOG > PRODUCT ALERTS RUN SETTINGS > ERROR EMAIL

TEMPLATE (GLOBAL) Fields Warnings warnings

Configuration

Magento:

1. Header menu: SYSTEM > CONFIGURATION. 2. Sidebar menu: CATALOG > CATALOG.

Product Alerts Run Settings FREQUENCY: DAILY (same as default) START TIME: Enter a time several minutes in the future * ERROR EMAIL TEMPLATE: BRONTO PRODUCT ALERTS CON ERROR.

3. Click Save Config.


5. Header menu: CATALOG > MANAGE PRODUCTS 6. Select a product and click: EDIT 7. Sidebar menu: INVENTORY

Inventory STOCK AVAILABILITY: OUT OF STOCK

8. Click: SAVE AND CONTINUE EDIT Magento:

1. Navigate to the product selected above 2. Click: SIGNUP TO GET NOTIFIED WHEN THE PRODUCT IS BACK IN STOCK

3. Perform signup or login as an existing user 4. On same product edit page as above:

STOCK AVAILABILITY: IN STOCK

5. Click: SAVE Magento:

1. Verify email was sent. * Reset the start time after testing.

5.1.28. Product Price Alert

User Story As a customer I expect to receive an email after a product price has changed. Note: This test requires the cron to be running.

Used as Default For


SYSTEM > CONFIGURATION > CATALOG > PRODUCT ALERTS > PRICE ALERT EMAIL TEMPLATE (GLOBAL) Fields Customer Name customerName Alert Data Grid alertGrid

Configuration

Magento:

1. Header menu: SYSTEM > CONFIGURATION. 2. Sidebar menu: CATALOG > CATALOG.

Product Alerts ALLOW ALERT WHEN PRODUCT PRICE CHANGES: YES PRICE ALERT EMAIL TEMPLATE: {Bronto Price Alert Template}

3. Click SAVE CONFIG. Magento:

1. Make sure you’re logged in 2. Click on any product detail page 3. Click: Signup for Price Alert 4. Header menu: Catalog > Manage Products 5. Locate the product that you signed up for the alert for 6. Click: Edit 7. Sidebar menu: Prices


Price: Lower the price by any amount

8. Click: SAVE Magento:


Template <p>Hello %%#customerName%%,</p> <p>%%#alertGrid%%</p>

5.1.29. Product Stock Alert

User Story As a customer I expect to receive an email after inventory is replenished for out-‐-‐-‐of-‐-‐-‐stock products. Note: The catalog must be showing out of stock products to the customer for this email to be used. Note: This test requires the cron to be running.

Used as Default For SYSTEM > CONFIGURATION > CATALOG > PRODUCT ALERTS > PRICE ALERT EMAIL TEMPLATE (GLOBAL)

Fields Customer Name customerName Alert Data Grid alertGrid

Configuration

Magento:

1. Navigate to SYSTEM > CONFIGURATION > CATALOG > CATALOG.


Product Alerts STOCK ALERT EMAIL TEMPLATE: PRODUCT STOCK ALERT. ALLOW ALERT WHEN PRODUCT COMES BACK IN STOCK: YES

2. Navigate to SYSTEM > CONFIGURATION > CATALOG > INVENTORY

Stock Options DISPLAY OUT OF STOCK PRODUCTS: YES

3. Click SAVE CONFIG. 4. Navigate to CATALOG > MANAGE PRODUCTS. 5. Click on any product 6. Click Inventory

Inventory STOCK AVAILABILITY: OUT OF STOCK


7. Click SAVE. Testing

Magento:

1. Navigate to the edited product above. 2. Click SIGN UP TO GET NOTIFIED WHEN THIS PRODUCT IS BACK IN STOCK (login if necessary) 3. Navigate to CATALOG > MANAGE PRODUCTS. 4. Locate the product that you signed up for the alert for. 5. Click EDIT. 6. Click INVENTORY

Inventory STOCK AVAILABILITY: IN STOCK

7. Click SAVE. 8. Verify email was sent.

5.1.30. Remind Password

User Story As a customer I expect to receive an email with a password reset when I forget my password.


Note: This is for Magento versions 1.6.1+. Used as Default For SYSTEM > CONFIGURATION > CUSTOMER CONFIGURATION > PASSWORD OPTIONS > REMIND EMAIL

TEMPLATE (GLOBAL) Fields Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Support Email Address supportEmail Support Phone Number supportPhone Customer Name customerName

Password Reset Link passwordResetLink Configuration

Magento:

1. Header menu: SYSTEM > CONFIGURATION. 2. Sidebar menu: CUSTOMERS > CUSTOMER CONFIGURATION.

Password Options FORGOT EMAIL TEMPLATE: BRONTO REMIND PASSWORD

REMIND EMAIL TEMPLATE: BRONTO REMIND PASSWORD



1. Click: FORGOT YOUR PASSWORD? (from the login screen)

Retrieve your password here EMAIL ADDRESS: {email}

2. Click: SUBMIT

3. Verify email was sent. 4. Verify reset link works and allows you to reset your password.





</tr> <!-‐-‐-‐-‐-‐-‐ [ middle starts here] -‐-‐-‐-‐-‐-‐> <tr> <td valign="top"> <h1 style="font-‐-‐-‐size:22px; font-‐-‐-‐weight:normal; line-‐-‐-‐height:22px; margin:0 0

11px 0;"">Dear %%#customerName%%,</h1> <p style="font-‐-‐-‐size: 12px; line-‐-‐-‐height: 16px; margin: 0 0 8px 0;">There was

recently a request to change the password for your account.</p> <p style="font-‐-‐-‐size: 12px; line-‐-‐-‐height: 16px; margin: 0;">If you requested this

password change, please click on the following link to reset your password: <a href="%%#passwordResetLink%%" style="color:#1E7EC8;">%%#passwordResetLink%%</a></p>

<p style="font-‐-‐-‐size: 12px; line-‐-‐-‐height: 16px; margin: 0;">If clicking the link does not work, please copy and paste the URL into your browser instead.</p>

<br /> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;">If you did not make this

request, you can ignore this message and your password will remain the same.</p> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0;">If you have any

questions about your account or any other matter, please feel free to contact us at <a


href="mailto:%%#supportEmail%%" style="color:#1E7EC8;">%%#supportEmail%%</a> or by phone at %%#supportPhone%%.</p>



</tr> </table>

</td> </tr>


5.1.31. Send Product to a Friend

User Story As a customer I expect to receive an email when a friend sends a product to me.

Used as Default For SYSTEM > CONFIGURATION > EMAIL TO A FRIEND > EMAIL TEMPLATES > SELECT EMAIL TEMPLATE (GLOBAL)

Fields Recipient Name name Url for Product productUrl Product Name productName Sender Message message

Configuration

Magento:

1. Navigate to SYSTEM > CONFIGURATION > CATALOG > EMAIL TO A FRIEND.

Email Template ENABLED: YES SELECT EMAIL TEMPLATE: BRONTO SEND PRODUCT TO A FRIEND.



Magento:

1. Select a product. 2. Click EMAIL TO A FRIEND.

Sender

Name: {sender name} Email: {sender email} Message {message}

Recipient Name: {name} Email Address: {email}

3. Click SEND EMAIL. 4. Verify email was sent.

Template <p>Welcome, %%#name%%</p> <p>Please look at <a href="%%#productUrl%%">%%#productName%%</a></p>


<p>Here is message: <br />%%#message%%</p>

5.1.32. Share Wishlist

User Story As a customer I expect to receive an email when a friend shares a wishlist.

Used as Default For SYSTEM > CONFIGURATION > WISHLIST > SHARE OPTIONS > EMAIL TEMPLATE (GLOBAL)

Fields Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Wishlist Message message Wishlist Items items Link to View Wishlist viewOnSiteLink Link to Add All Items to Wishlist addAllLink Customer Name customerName

Configuration

Magento:

1. Navigate to SYSTEM > CONFIGURATION > CUSTOMERS > WISHLIST.

Share Option EMAIL TEMPLATE: SHARE WISHLIST



1. Select a product. 2. Click: ADD TO WISHLIST. 3. Click: SHARE WISHLIST

4. Sharing Information

Email addresses, separated by comma: {email} Message: {message}

5. Click: SHARE WISHLIST. 6. Verify email was sent.





</tr> <!-‐-‐-‐-‐-‐-‐ [ middle starts here] -‐-‐-‐-‐-‐-‐> <tr>


<td valign="top"> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0 0 16px 0;">Hey,<br/>Take a

look at my wishlist from %%#storeFrontendName%%.</p> <p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0 0 16px

0;">%%#message%%</p> %%#items%% <br/> <strong><p style="font-‐-‐-‐size:12px; line-‐-‐-‐height:16px; margin:0 0 8px

0;"><strong><a href="%%#addAllLink%%" style="color:#1E7EC8;">Add all items to shopping cart</a></strong> | <a href="%%#viewOnSiteLink%%" style="color:#1E7EC8;">View all wishlist items</a></strong></p>


align:center;"><center><p style="font-‐-‐-‐size:12px; margin:0;">Thank you, <strong>%%#customerName%%</p></center></td>

</td> </table>

</td> </tr>


5.1.33. Shipment Update

User Story As a customer I expect to receive an email when a shipment has been updated.

Used as Default For SYSTEM > CONFIGURATION > SALES EMAILS > SHIPMENT COMMENTS > SHIPMENT COMMENT EMAIL

TEMPLATE (GLOBAL) Fields Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Support Email Address supportEmail Support Phone Number supportPhone


Customer Login URL customerURL Customer Name orderCustomerName Order Id orderIncrementId Order Status orderStatusLabel Customer Account Link customerURL Shipment Comment comment

Configuration

Magento:


Shipment Comments ENABLED: YES SHIPMENT COMMENT EMAIL TEMPLATE: BRONTO SHIPMENT UPDATE

3. Header menu: SALES > SHIPMENTS. 4. Click: VIEW (on a customer Order).

Shipment History COMMENT TEXT: {comment}


Magento:














</p> </td>




</tr> </table>


5.1.34. Shipment Update for Guest

User Story As a guest customer I expect to receive an email when a shipment has been updated.

Used as Default For SYSTEM > CONFIGURATION > SALES EMAILS > SHIPMENT COMMENTS > SHIPMENT COMMENT EMAIL TEMPLATE

FOR GUEST (GLOBAL) Fields Email Logo emailLogo Store URL storeURL Store Name storeFrontendName Support Email Address supportEmail Support Phone Number supportPhone Guest Customer Name orderCustomerName Order ID orderIncrementId

Order Status orderStatusLabel Order Comment comment

Configuration

Magento:


Shipment Comments ENABLED: YES


SHIPMENT COMMENT EMAIL TEMPLATE FOR GUEST: BRONTO SHIPMENT UPDATE FOR GUEST

3. Header menu: SALES > SHIPMENTS. 4. Click: VIEW (on a guest customer Order).

Shipment History COMMENT TEXT: {comment}


Magento:




style="border:1px solid #E0E0E0;"> <tr>


<td valign="top"> <a href="%%#storeURL%%"><img src="%%#emailLogo%%"




</p>




</p> </td>



</tr> </table>


5.1.35. Sitemap Generate Warnings

User Story As an admin I expect to receive an email when there is an error generating the sitemap.

Used as Default For SYSTEM > CONFIGURATION > GOOGLE SITEMAP > GENERATION SETTINGS > ERROR EMAIL


TEMPLATE (GLOBAL) Fields Sitemap Generate Warnings warnings

Configuration This will only get sent if there is an error while generating the sitemap. To trigger the email manually, you will need to edit a Magento file to simulate errors:

1. Open app/code/core/Mage/Sitemap/Model/Observer.php 2. In the method scheduledGenerateSitemaps(), add the following lines:

$errors[] = 'Exception Message'; $errors[] = 'Exception Trace';

right before: if ($errors && Mage::getStoreConfig(self::XML_PATH_ERROR_RECIPIENT)) {


Testing

Magento:

1. Navigate to SYSTEM > CONFIGURATION > CATALOG > GOOGLE SITEMAP.

Generation Settings ENABLED: YES START TIME: Enter a time several minutes in the future * ERROR EMAIL TEMPLATE: SITEMAP GENERATE WARNINGS.


2. Click Save Config. 3. Verify email was sent.

* Reset the start time after testing.

Template <p>Sitemap Generate Warnings</p>

<p>%%#warnings%%</p>

Bronto Extension for Magento

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