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magento_2:follow-up-email

For more details see the Follow Up Email for Magento 2 extension page.

Follow Up Email for Magento 2

Follow up orders with discount coupon for next purchase, send Birthday greetings and nay more!

  • Send a message on order status change
  • Greet new customers with encouraging discounts
  • Do special occasion email campaigns, like Christmas or customer birtdays
  • Create unique template for each email sent by extension
  • Send multiple emails with different delay intervals

Troubleshooting checklist

Emails are not being sent automatically

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.

Allow guest RMA requests to manage product returns and exchanges in the most efficient way.

Can't use email template in the rule

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.

In the following guide we'll be creating new template for “Order Created” Start Event:

This is how the new template is created:

  • Navigate to Marketing - Communications - Email Template menu

  • Being in Email Templates menu hit Hit Add New Template button

  • In Load default template - Template find Amasty Follow Up Email: Order Created, select it and hit Load Template

  • Specify the new template's name and make the changes you want

  • Save it. Now you can use newly created template in your Follow Up rules


Usage examples

Christmas sale

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:

  • to create the follow up email template;
  • to set up a follow up rule with the template created.

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:


General extension settings

Extension configuration is located at Stores > Configuration > Amasty Extensions > Follow Up Email

  • The coupon is available only for particular customer - when enabled, only the customer who received the email will be able to apply the coupon on the cart.
  • Winback Period - period in days after which customer will be considered not active. Used for Customer - No Activity start event.
  • Birthday Offset - if you want to trigger Birthday start event before the actual birthday date, you can set the offset in days in this setting.
  • Sender Name - value provided here will be inserted in From - Name field of the follow up email
  • Sender Email - same as the setting above, but for From - Email field
  • Sends copy of emails to - copy of every follow up email will be sent to address provided here
  • Import Blacklist - here you can import CSV with blacklisted email addresses
  • Testing - Safe Mode - when enabled, all emails will be sent to address provided in the setting below
  • Testing - Recipient Email - email address for test emails
  • Header/Footer Template - templates for header and footer parts of follow up emails.

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Follow Up rule settings

Rules can be created at Marketing > Follow Up Email > Rules

General

  • Name - name of the Follow Up rule.
  • Start Event - event which starts email sending routine.
  • Cancel Event - here you can set the event which will cancel further emails from being sent to a customer. For example, with Order Becomes: Canceled Cancel Event enabled, if rule is configured to send three emails but if order was cancelled after the customer got the first email, two other emails will not be sent to a customer anymore.
Please note that list of available Cancel Events depends on Start Event you are using. For example, order status related Cancel Events will be available only for order status related Start Events.
  • Send to Newsletter Subscribers Only - when enabled, Follow Up rule will work only for customers who subscribed to newsletter email.
  • Status - enables and disables the rule.

Stores & Customer Groups

  • Stores - limits the stores where the rule will be applied. If nothing is selected, rule will be applied to all stores.
  • Customer Groups - controls on which customer groups the rule will be applied. If nothing is selected, rule will be applied to all groups.

Sender Details

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.

Google Analytics

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.

Schedule

  • Transactional Email - email template used. If you want to add your own template please check here how it can be done.
  • Delivery Time - delay between cart abandonment and email sending.
  • Coupon - here you can configure the promotion for abandoned carts. When email is sent, new promotion rule with coupon code will be generated in Cart Price Rules menu, and the coupon from this rule will be put into email.
  • Use Shopping Cart Rule - works similarly to the setting above, but instead of creating new promo rule for each coupon it will put the coupon in the existing rule. With this feature you can configure a rule with complex conditions and use it for your abandoned cart promotions.
Please note that 'Use Auto Generation' option in the promotion rule have to be enabled for this rule to appear in the list.

Conditions

  • Condition tree - if there are some conditions, the rule will activate only when conditions are met. Of there are no conditions set, the rule will be active all the time.
Please note that Conditions tab will be available only for order-related Start Events like Order Created

Test

Here you can send test email to check how the emails look.

Please note that in this list you will see all quotes from your Magento. No filtering by conditions or event store view is applied there. This tab is for testing purposes only.
magento_2/follow-up-email.txt · Last modified: 2018/09/19 08:00 by milosh