For more details see how the Follow Up Email for Magento 2 extension works.
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:
Extension configuration is located at Stores → Configuration → Amasty Extensions → Follow Up Email
Rules can be created at Marketing → Follow Up Email → Rules → hit the button 'Create New Rule'
Here we should name our rule and select one of the available events which would trigger the rule.
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 your follow up emails. Please check the Google Analytics help articles for more details.
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.Find the code starting with “layout”.
In the layout settings, you can configure the content and style of the product list that is included in the follow-up email.
The handle setting can have one of the following values:
The mode defines the appearance of the product list. Starting version 1.2.0, this setting has 4 possible configurations:
The image in its turn adds pictures to products. Choose:
The priceFormat is used to show either prices with taxes (=includeTax) or excluding taxes (=exculdeTax).
The descriptionFormat is responsible for the format of the product description. Type in:
The discount deals with prices in the follow-up email. Here, use:
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:
Magento 2 Follow Up Email extension is preintegrated with Cron Tasks List to provide store owners with an opportunity to track and manage all cron tasks running in the website background.
To view all scheduled and executed cron tasks, go to System → Cron Tasks List
Run all cron tasks and generate their schedule by clicking the ‘Run Cron’ button. Also you can delete separate tasks in bulk, apply filtering and sorting options when it is needed.
Find out how to install the Follow Up Email extension via Composer.