Reduce Abandoned Cart Rate by Follow Up Email Pro by MageWorld - Magento Extension
Follow Up Email Magento Extension | User Guide
15
User Guide: Follow Up Email Page 1 Follow Up Email Magento Extension User Guide Official extension page: Follow Up Email Support: http://amasty.com/contacts/
description
User Guide for Follow Up Email Magento Extension
Transcript of Follow Up Email Magento Extension | User Guide
User Guide: Follow Up Email
Page 1
Follow Up Email
Magento Extension User Guide
Official extension page: Follow Up Email
Support: http://amasty.com/contacts/
Page 2
Table of contents:
1. Follow Up Email configuration……………….……………………………..…………………….3 2. Rule creation……………………………………………………………………………………………...5 2.1. Start Event.…….………….…………………………………………………………………….…..5 2.2. General Settings……………………………………………………………………………………6 2.3. Stores & Customer Groups…………………………………………………..............……..7 2.4. Sender Details………………………………………………………………………………………8 2.5. Google Analytics…………………………………………………………………………………...9 2.6. Email Schedule…………………………………………………………………………………...10 2.7. Rule Conditions…………………………………………………………………………………...11 2.8. Email testing…………………………………………………………………………………….…12 3. Black List creation…………………………………………………..………………………………….13 4. Email log.………………………………….……………………………………………………………….14
User Guide: Follow Up Email
Support: http://amasty.com/contacts/
Page 3
1. Follow Up Email configuration
The extension allows you to send promo follow up emails for different order statuses. In this tab you can easily associate default Magento statuses with real events.
If you want to send winback emails to customers who have not visited store for some time you need to specify the period of customer absence (in days).
User Guide: Follow Up Email
Support: http://amasty.com/contacts/
You can find these settings when opening: Admin Panel > System > Configuration > Amasty Extensions > Follow Up Email
Once you’ve set up the required data, please don’t forget to click the ‘Save Config’ button.
Page 4
1. Follow Up Email configuration
To import black list you need to create CSV file with certain emails (one email per line) and upload it through this button. If you want to enter emails manually, please open: Admin Panel > Promotions > Follow Up Email > Black List
In this tab you can specify the required sender details.
User Guide: Follow Up Email
Support: http://amasty.com/contacts/
Specify an email address where test emails will be send to.
Set this option to ‘Yes’ if you want to prevent email sending to customers during email testing.
Page 5
To create a rule for generation and dispatch of follow up emails, please open: Admin Panel > Promotions > Follow Up Email > Rules
Specify the name of email campaign.
User Guide: Follow Up Email
Support: http://amasty.com/contacts/
After you’ve set up the required data, please click the ‘Continue’ button.
Choose the event which would start your email campaign.
2. Rule creation: Start Event
Page 6
Please, don’t forget to save your settings.
User Guide: Follow Up Email
Support: http://amasty.com/contacts/
Set this option to ‘No’ if you want to send emails to all registered customers.
You can select the event which cancels email dispatch.
If there is a need you can easily deactivate the rule.
2. Rule creation: General Settings
Page 7
User Guide: Follow Up Email
Support: http://amasty.com/contacts/
These settings allow you to specify a store and a customer group to which the rule will be applied.
2. Rule creation: Stores & Customer Groups
Page 8
User Guide: Follow Up Email
Support: http://amasty.com/contacts/
In this tab you can specify sender details which will be used only for this rule.
2. Rule creation: Sender Details
Page 9
These settings allow you to get Google Analytics statistics on your email campaign. NOTE: the fields Campaign Source, Campaign Medium and Campaign Name are REQUIRED.
User Guide: Follow Up Email
Support: http://amasty.com/contacts/
The information will be accessible under campaigns in you GA account.
2. Rule creation: Google Analytics
Page 10
Select the delivery date of follow up emails.
Choose the coupon type: - Percent of product price discount; - Fixed amount discount; - Fixed amount discount for whole cart.
User Guide: Follow Up Email
Support: http://amasty.com/contacts/
Specify the discount amount, expiration date and, if you need, the cart subtotal.
If you want to send the email several times, please click this button and set up the appropriate data.
2. Rule creation: Email Schedule
Page 11
When you configure the rules regarding order statuses you can see the additional tab ‘Condition’.
User Guide: Follow Up Email
Support: http://amasty.com/contacts/
At this tab you’re able to set up different conditions for rule implementation (this is optional).
2. Rule creation: Rule Conditions
Page 12
Click this button to send test email. To specify receiver email, please open: Admin Panel > System > Configuration > Amasty Extensions > Follow Up Email > Testing.
User Guide: Follow Up Email
Support: http://amasty.com/contacts/
2. Rule creation: Email Testing
Page 13
3. Black List creation
If you want to add an email address to black list, please open: Admin Panel > Promotions > Follow Up Email > Black List Note: if you want to quickly add a whole black list, please import it through CSV file, as shown at the Page 4.
User Guide: Follow Up Email
Support: http://amasty.com/contacts/
Please click the ‘Add New’ button to add the email address.
As a next step, manually enter the email address.
Page 14
4. Email log
To see all sent emails, please open: Admin Panel > Promotions > Follow Up Email > History.
User Guide: Follow Up Email
Support: http://amasty.com/contacts/
Here you can see all generated coupons tied to customers.
If a customer didn’t receive the email you ‘re able to see the reason.
Click this button to export all email history into CSV file.
Thank you!
Your feedback is absolutely welcome!
Should you have any questions or feature suggestions, please contact us at:
http://amasty.com/contacts/
Page 15
User Guide: Follow Up Email
Support: http://amasty.com/contacts/
