For more details see the Follow Up Email for Magento 2 extension page.
Follow up orders with discount coupon for next purchase, send Birthday greetings and nay more!
Extension is working with Magento cron jobs to schedule and send emails. If Magento cron is not configured or configured incorrectly the extension won't be sending any emails.
To solve this, please check this article to see how Maganto cron is configured.
Available templates in the Schedule are being filtered by the Start Event you have selected in the rule. In the list of templates you will see only emails created based on default Follow Up template for corresponding start event.
This is how the new template is created:
Imagine the situation that you are going to hold a great Christmas sale. To keep more customers informed about the event, you can send them follow up emails, containing the corresponding information.
To make this happen we will have to complete two steps:
Step 1. To create the mentioned email template, go to Marketing > Communications > Email Templates > Add New Template button.
Considering that we’re going to send notifications about the upcoming Christmas sale to those customers, who will complete orders, during the specified period, load order-related template 'Amasty Follow Up Email: Order Completed modern Christmas theme I' and specify its name and subject in the corresponding fields:
In the Template Content field, you can make adjustments to the text and style of the email template.
For instance, you can choose one of the available product list designs: ‘table’, 'table_modern', ‘list’ or 'list_modern'. To switch to a new product list design, find product listing handle and change the 'mode' setting to the appropriate value, as it is shown below.
You can also choose which items should the list of products in the email contain: cross sells, up-sells or related products. To define this, find the text “amfollowup_email_crosssell” in the Template Content section and change it to “amfollowup_email_upsell” or “amfollowup_email_related” and save the template. Note, that such lists of products will be available only to those, who have placed an order in the store.
Step 2. To create a rule, go to Marketing > Follow Up > Rules and hit the Create New Rule button.
Specify the name of the rule in the Name field and choose the necessary start event in the Start Event field.
To send emails to the customers, who have completed orders, select the Order Completed start event:
You can also set up one or more Cancel Conditions on the General tab, that will block the emails sending (if several notifications are going to be sent to customers). Since we're not going to barrage customers with emails and send only one notification, there is no need to set up Cancel Condition.
The last action to do is to define the schedule of emails sending:
Choose the template’s name you’ve created on the first step in the Transactional Email field, specify the exact Delivery Time and determine the kind of discount to be applied to the products in the list, if needed.
If you want to send more notifications, click to the Add Record button and specify the necessary details for each additional notification to be sent. As a result, the number of specified notifications will be sent to relevant customers according to the schedule.
Here’s the sample of a letter the customers will receive:
Extension configuration is located at Stores > Configuration > Amasty Extensions > Follow Up Email
Rules can be created at Marketing > Follow Up Email > Rules
Here you can set the details which will be put into 'From' fields of the email. These settings when set will overwrite same general settings of the extension.
Here you can set Google Analytics parameters which will be added to the links in Abandoned Cart emails. Please check the Google Analytics help articles for more details.