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magento_2:marketing_automation

See the way Marketing & Sales Suite for Magento 2 extension works.

Guide for Marketing & Sales Suite by MageWorx for Magento 2

Equip your store with a set of automated marketing & sales tools. Streamline and personalize your marketing efforts to boost your sales and retention.

  • Show customer reviews and social-proof notifications
  • Automatically collect feedback with popups and email reminders
  • Assign reward points for specific activities
  • Give personal discounts to particular customers
  • Display products stock status and recent sales
  • Configure countdown timers for limited-time offers

If you are installing Marketing & Sales Suite from the package, please mind installing the additional libraries via Сomposer with the following commands:
composer require geoip2/geoip2 ">=2.9 < 3"
composer require piwik/device-detector "@stable"

Configure recent sales notifications display

Social Proof & FOMO (Recent sales notifications) extension is designed to increase social proof to your store by displaying the recent sales and trending products. To enable or disable the functionality globally please go to Stores → Configuration → Mageworx → Marketing Suite. By default, it is set to Yes.

Manage campaigns

In order to add or edit social proof campaigns, go to Marketing ⟶ Marketing Suite ⟶ Social Proof.

Each campaign can be shown as a pop-up or displayed as HTML text on the product page. You can set this using the 'Display Mode' setting.

Display mode = pop-up:

Display mode = text:

Each campaign can be one of two types:

  • Recent sales - these campaigns will display the sales of certain or all products, which were purchased within a certain period from the current date.
  • Views - these campaigns display the number of views of the products for a certain period.

To add a new campaign click on “Add new campaign”. The adding new campaign flow has 3 steps, where you should choose the display mode (1st step), the event type (2nd step), and set the campaign details. Note both these parameters (display mode and event type) cannot be changed once the campaign is created.

The General section of the campaign settings:

  • Name - the internal name of the campaign. It is visible in the back-end only.
  • Status - the status of the campaign.
  • Store View(s) - you can choose the store views you want to display the campaign on.
  • Customer groups - you can choose the customer groups you want to display the campaign for.
  • Restrict to current product - this toggle restricts the statistics, gathered by a campaign, to a certain product, which is viewed by a customer. This setting is always enabled for Views campaigns.
  • Period - this setting defines a period in days during which the recent sales or views activity should be gathered.
Example

Let's assume you created the pop-up recent sales campaign with 7 days period and enabled the 'Restrict to current product' toggle. If a customer opens product A in your store, he/she will see the pop-up with the recent sales of this particular product, which were placed within 7 days from the current date. I.e. the previous purchases of this product A made within 7 days will be shown by such campaign. The same behavior for Views campaigns.

  • Start Delay - this setting sets a delay in seconds after page loading to display a pop-up or HTML text block.
  • Auto Close in - this setting sets the time in seconds, when a pop-up or HTML text block will be closed/hidden automatically. This time is calculated from the time when the pop-up or text block appears.
  • Max Number of Pop-ups per Page Load - this setting sets the max number of pop-ups displays per each page load. I.e. if the campaign retrieves 10 recent sales and this setting is set to 5, the customer will see 5 pop-ups shown one after another per 1 page load. This setting is applicable to the Recent Sales campaigns only.
  • Display On - this setting defines the page types, where the campaigns should be shown. You can choose to display the pop-ups on product pages, categories, and/or CMS pages. This setting is applicable to 'Pop-up - Recent Sales' campaigns only. This option appears if the 'Restrict to current product' setting is disabled.
  • Display on Mobile - this setting allows you to disable the campaigns for mobile traffic.
  • Priority - this setting defines the priority of each campaign if multiple campaigns have the same conditions. The campaign with higher priority will be executed.
  • Remove “Verified by MageWorx” - this toggle allows you to hide the “Remove “Verified by MageWorx” text below the pop-up. You can also edit this message in the design template directly in the back-end. This setting is applicable to 'Pop-up' campaigns only.

The following sections appear only for Pop-up - Recent Sales campaigns if the 'Restrict to current product' setting is disabled' and at least one value is selected in the 'Display On' multi-select. These sections allow you to determine the pages, where the campaign will display the pop-ups, i.e. when the customers open these pages, they will see the marketing campaigns.

  • Display On (Products) - this section allows you to choose the products the campaign should be applicable to. You can choose to apply the campaign to all products, manually selected products, or add the dynamic conditions to apply the campaign to all products, which match necessary conditions.

  • Display On (Categories) - this section allows you to choose the categories you want to display the campaign on. You can choose all products or manually select the necessary categories.

  • Display On (CMS pages) - this section allows you to choose the CMS pages you want to display the campaign on. You can choose all pages or manually select the necessary CMS pages.

The Restrictions section allows you to exclude specific products to be processed by the Recent Sales campaigns. I.e. the statistics of the items matching these conditions won't be gathered by the campaigns. You can add the dynamic conditions here:

The Design section allows you to choose a position of the pop-up on the screen and select a design of the pop-up or the text block.

The templates can be chosen in the 'Templates' tab. There are more than 40 ready templates for the pop-up and text campaigns. You can also edit any design template in the text area below or create your own template.

The following variables are available:

Views campaigns

  • [product.name] - outputs a name of a given product.
  • [product.image] - outputs an image of a given product.
  • [product.url] - outputs URL of a given product.
  • [product.rating_summary] - outputs a rating summary of a given product.
  • [product.rating_stars] - outputs the rating stars of a given product.
  • [period] - outputs a period in days, specified for the current campaiing.
  • [count_customers]
  • [count_times]

Recent sales campaigns

  • [product.name] - outputs a name of a given product.
  • [product.image] - outputs an image of a given product.
  • [product.url] - outputs URL of a given product.
  • [product.rating_summary] - outputs a rating summary of a given product.
  • [product.rating_stars] - outputs the rating stars of a given product.
  • [customer.name] - outputs a customer name (first name and last name).
  • [customer.location] - outputs a full customer location (country, city), determined by the GeoIP functionality.
  • [customer.city] - outputs a customer city, determined by the GeoIP functionality.
  • [customer.country] - outputs a customer country, determined by the GeoIP functionality.
  • [customer.region] - outputs a customer region/state, determined by the GeoIP functionality.
  • [last_purchase] - outputs how many days passed since the date of the last purchase date of a given product.

Configure stock statuses display

To tweak the stock status progress bar display on the front-end, adjust its general settings, and specify follow-up messages to be shown on the storefront. Please go to Stores → Configuration → Mageworx → Marketing Suite.

  • In the Enable field, select No to disable stock status display functionality. By default, it is set to Yes.
  • In the Display On box, select one or more pages to display the stock status on. You can press and hold the ctrl key to select multiple options.
  • In the Display “In Stock” message field, select No to disable the in-stock message display on the front-end. By default, it is set to Yes.
  • In the “In Stock” message box, type custom text with the [stock] variable. This message will be displayed on the front-end when the stock level is not low.
  • In the Display “Low Stock” message field, select No to disable the low stock message display on the front-end. By default, it is set to Yes.
  • In the “Low Stock” message box, type custom text with the [stock] variable. This message will be displayed on the front-end when the stock level is low.
  • Click the “Low stock” level arrow to see more options, and then select one of the following:
    1. Select Custom “Low Stock” value. to use a custom low stock value.
    2. Select Use “Notify for Quantity Below” setting to make the extension check stock value for each product in the Advanced Inventory window.
  • In the Display “Urgent Stock” message field, select No to disable the display of the urgent stock message on the front-end.
  • In the “Urgent Stock” message box, type custom text with the [stock] variable. This message will be displayed on the front-end when the product stock value reaches the urgent level.
  • In the “Urgent stock” value box, specify the stock level value that should trigger the urgency flow. By default, it is set to 5.

Configure product reviews & reminders

The module allows the store admins to expand the default Magento 2 product review functionality by introducing new blocks and brings the possibility to automatically collect customer feedback with the help of popup and email reminders.

Fine-tune review settings

To adjust review settings, you can specify them regarding different products. It allows you to display a customer location for the reviews, to enable different options, to add a reward message, and to let your customers add their images to the reviews. Please, navigate to Stores → Configuration → Mageworx → Extended Review.

  • In the Display Images field, select No if you do not want to display images. By default, it is set to Yes.
  • In the Allow Images Uploading field, select No if you do not want to allow the customers to add their images to the reviews. By default, it is set to Yes.
  • In the Image Size, px field set the width size of the thumbnails related to the review images.
  • In the Display Location field, select No if you do not want to display a customer location for the reviews. By default, it is set to Yes.
  • In the Location Template field, define how the location is shown on the front-end.
  • In the Enable “Helpful” field, select No if you do not want to add the helpful option for each review. By default, it is set to Yes.
  • In the Enable Recommend Option field, select No if you do not want to enable “I recommend this product” features for the reviews. By default, it is set to Yes.
  • In the Enable Pros & Cons field, select No if you do not want to enable the functionality to highlight the main product advantages and disadvantages. By default, it is set to Yes.

  • In the Enable “Verified customer” field, select No if you do not want to enable the functionality to add the verified customer label to the reviews. By default, it is set to Yes.
  • In the Add privacy check-box field, select No if you do not want to add the required consent check box to add a new review flow. By default, it is set to Yes.
  • In the Message field, specify a text, which should appear near the consent check box.
  • In the Add points message field, select No if you do not want to add a reward message. By default, it is set to Yes.
  • In the Reward Message field, specify a text, which should appear near the Add review button.
  • In the upper-right corner, click Save Config.

Change filter settings

To adapt toolbar settings, you can choose the available filters and sorting for your customers. Please, navigate to Stores → Configuration → Mageworx → Extended Review.

  • Under Toolbar Settings, in the Filter Options field, select the available filters for your customers.
  • In the Sorting Options field, select the available sorting for your customers.
  • In the Default Sort By field, specify the default sort. By default, it is set to Date.
  • In the Default Sort Direction field, specify sort direction. By default, it is set to Sort Ascending.
  • In the Reviews per Page field, enter the number of reviews that will be displayed per page. By default, it is set to 10.
  • In the upper-right corner, click Save Config.

Manage reviews

To view the reviews list please go to Marketing → User Content → All Reviews.

Here right from the grid, you can Edit, Approve/Disapprove or Answer any review.

Create an email reminder

To automatically send emails with a request to review an offering, set up email reminders. You can configure email templates and adjust creatives as you wish. Please go to Marketing → REview Reminders → Manage Reminders.

In the upper-right corner of the Reminders grid, click the New Email Reminder button to create a new email reminder. The Reminders grid is empty during the initial setup.

Under Reminder Information, do the following:

  • In the Name field, enter the email reminder name. It is visible in the backend only.
  • In the Store Views box, specify one or more store views to send email reminders to. You can press and hold the ctrl key to select multiple options. Select All Store Views to enable the functionality for all store views.
  • In the Customer Groups box, specify one or more customers to send the email reminder to. You can press and hold the ctrl key to select multiple options.
  • In the Sent In, days field, specify the number of days after the order creation when the email reminder should be sent.
  • In the Personal Email Template box, click the Use config arrow to select a specific popup email reminder template. By default, the We want to hear YOU! template is selected.
  • In the Priority field, specify email reminders priority. If several email reminders match the same condition, the one with higher priority gets sent.
  • In the Status box, click the Disable arrow to enable or disable the popup reminder. By default, it is set to Disable.

In the upper-right corner, click the Save Reminder button.

Manage email reminder settings

If you want to make any changes in email reminders, you can make it by adjusting settings. It allows you to specify email senders and to set an email template. Please, navigate to Stores → Configuration → MageWorx → Review Reminder.

  • In the Enable field, select No if you want to disable email reminder. By default, it is set to Yes.
  • In the Email Sender field, select the email sender from the list.
  • In the Review Reminder Email Template field, choose the email template. By default, it is set to “We want to hear YOU!”.

In the upper-right corner, click Save Config.

Create and design a popup reminder

To collect customer feedback on the storefront, set up pop-up reminders. You can adjust popup creatives as you wish. You can select one of the pre-defined templates or create a design of your choice. Please go to Marketing → Review Reminders → Manage Reminders. In the upper-right corner of the Reminders grid, click the New Popup Reminder button.

  • In the Name field, enter the popup reminder name. It is visible in the backend only.
  • In the Store Views box, specify one or more store views to display the popup in. You can press and hold the ctrl key to select multiple options. Select All Store Views to display popup reminders in all store views.
  • In the Customer Groups box, specify one or more customers to display the popup to. You can press and hold the ctrl key to select multiple options.
  • In the Display After, days field, specify the number of days after the order creation when the popup reminder should be displayed.
  • In the Display On Mobile field, use the toggle to enable popup reminders on mobile devices. By default, it is set to No.
  • In the Priority field, specify the display priority of popup reminders. If several popup reminders match the same condition, the one with higher priority gets displayed.
  • In the Status box, click the Disable arrow to enable or disable the popup reminder. By default, it is set to Disable.

In the Design tab, please do one of the following:

  • In the Content box, click the Show / Hide Editor button, and then insert the HTML code of your own popup reminder design.
  • Or on the right, click the Templates button to select one of the pre-built templates.

  • Click the option button of your choice, and then click the Load Template button to edit the template. You can click Cancel to return to the Design settings.
  • In the Content box, edit the content of the popup reminder as you wish. You can use the standard editor or click the Show / Hide Editor button to edit the HTML tags.

In the upper-right corner, click the Save Reminder button.

Manage popup reminder settings

If you want to make any changes in popup reminders, you can make it by adjusting settings. It allows you to set product count for a popup. Please, go to Stores → Configuration → MageWorx → Review Reminder.

  • In the Enable field, select No if you want to disable popup reminder. By default, it is set to Yes.
  • In the Max Products Count for Popup field, define the number of products count for a popup. By default, it is set to 6.

In the upper-right corner, click Save Config.

Set UTM parameters

To track customers’ engagement, you can add UTM parameters to links and change them. Please, go to Stores → Configuration → MageWorx → Review Reminder.

  • In the Add UTM Params field, click Yes if you want to add UTM parameters. By default, it is set to No.
  • Fill in the UTM Source, UTM Medium, UTM Campaign, UTM Term, and UTM Content fields.

UTM Source is the variable that allows you to track where the traffic originated from.

UTM Medium is the variable for tracking the type of traffic the visitor originated from.

UTM Campaign is the variable that allows you to track the performance of a specific campaign.

UTM Term is the variable for tracking which keyword term a website visitor came from.

UTM Content is the variable that helps you track which link was clicked if you have multiple links pointing to the same URL.

In the upper-right corner, click Save Config.

Manage unsubscribed customers

To track customers who opt to unsubscribe from review reminders, overview the unsubscribed customers list. You can manually add customers to the list when required or following a request. To view and manage unsubscribed customers please navigate Marketing → Review Reminders → Unsubscribed Clients.

Manage action logs

To overview any interactions of the customers with email and/or popup reminders, use the Log grid here: Marketing → Review Reminders → Logs. It allows you to apply filters and quickly overview time-stamped information about all the set reminders, i.e., actions, customer emails, back-end reminders names, email templates used, and more.

Configure reward points

This functionality allows you to build a powerful loyalty system and reward your customers for activity in your store.

Reward points can be added to the customer account balance (i.e. for completing such actions as placing an order, leaving a review, or subscribing for newsletters), as well as assigned to it on special occasions (i.e.birthdays). Additional conditions can be applied so that the customer gains a reward only if they are met.

The extension supports different methods of assigning the reward points, such as:

  • fixed number of points;
  • number of points for a specific amount spent;
  • number of points for a specific qty of items;
  • number of points for a specific amount/qty of items starting with a certain amount/qty.

The customers can check their reward points balance in the special tab of their customer account. These points can be easily applied or canceled during the checkout.

General configuration

To configure the rewards functionality general settings, please go to STORES ⟶ Configuration ⟶ MAGEWORX ⟶ Reward Points.

Under the Main Settings tab you can adjust the following:

The Enable setting provides the possibility to temporarily disable/re-enable the extension functionality from the backend.

Static Block for “My Reward Points” Section sets a selected static block to be shown at My Reward Points tab in the customer’s account. It supports all the blocks that are shown on the CONTENT ⟶ Elements ⟶ Blocks grid.

Cover with the points allows applying credits to an order’s subtotal and/or shipping and/or tax. The system analyses this selection and applies credits to what is chosen. For example, if the store owner doesn't want to allow customers to pay shipping costs using credits, you need to remove the selection ‘Shipping & Handling’. Thus, customers will need to pay for shipping using other payment methods.

Points Exchange Rate provides the possibility to change the cost of 1 Reward Point in the Website Base Currency.

Assign to Customer Groups sets customer credit functionality to the selected customer groups. If not selected, the customers won’t be able to use internal credits.

Allow Custom Points Amount - specify whether to allow or disallow customers to change amount of points they want to use in the orders.

If the Annul the received points upon the full order refund is enabled, the reward points will be removed from the customer account in case they were applied to the order that was refunded afterward.

The Return Spent Points in Case of Order Cancellation configuration makes it possible to return the points the customers received for the orders if the order has been canceled.

The Time of Day for Birthday Greetings specifies the time when the reward points will be added on the customer’s birthday.

Under the Marketing tab you can adjust the following:

Display Header Message - if enabled, the customers will see the message with a number of points they will get if complete the order.

Header Message - here you can specify the message, that will be shown in the header. The following variables are available: [p] - it will display the number of points the customer will receive if completing an order; [c] - it will display the reward value expressed in the store currency.

Display Mini-cart Points Balance Message adds the message to the mini cart popup.

This message is shown if the customer has the reward points in the account. The text can be changed in the Mini-cart Balance Message field. The same variables can be used here as well.

This message is shown if the customer doesn't have the reward points in the account. The text can be changed in the “Zero Balance” Message for Mini-cart field:

Display Checkout Message - If enabled, the customers will see the message with a number of points they will get if complete the order.

Checkout message will be shown in the notice on checkout pages. The following variables are available: [p] - it will display the number of points the customer will receive if completing an order; [c] - it will display the reward value expressed in the store currency.

Add to RSS Feeds - indicate whether to add or not the message to the RSS feed.

Show Wrapper for Messages - set to Yes if you want to enable wrapper for messages.

Under the Email Settings tab you can adjust the following:

Here you can specify the Email Sender, and choose the Templates for the following email types:

  • Balance Change by Rules
  • Balance Change by Admin
  • Expiration Date Email

Under the Expiration Date Settings tab you can adjust the following:

If Enabled, these settings provide the possibility to give the rewards points the expiration period. The store owner may change this time interval by giving the number of days for the rewards points in the Default Expiration Period configuration block.

The situation when the store owner decides to change or enable the expiration date settings is quite possible. The logic of such store points management is configured in the Update Existing Expiration Dates setting.

  • If No is selected, the customers with both expired and not expired balances the new expiration period won't change. It will be changed for them only in case some new reward points will be added to their account.
  • If For balances if expiration date exists setting is selected, this new expiration period will be changed only for those customers who have some points available with the expiration date set in their customer account. All of them will be able to use their points during the time interval that was defined in the Default Expiration Period setting.
  • If For all balances setting is selected, this new expiration period will be changed for all the customers, even for those that don’t have the expiration date set in future in their customer account.

The Send Expiration Date Email setting allows sending the emails about the approaching expiration date. The number of days to send the messages before the actual expiration can be set up in the Notify Customers about Expiration Date configuration.

Reward points rules

To add, delete or modify the Reward Points rules, go to Marketing ⟶ MageWorx Reward Points ⟶ Rules.

Please note that during the initial setup this grid will be empty. To create a new reward points rule click the Add New Rule button. The rule configuration consists of 4 sections.

Rule Information

Rule Name allows you to assign a unique name to the created rule.

The Description field provides the possibility to add the rule description. It will be visible only in the back-end.

The store owner can temporarily disable or re-enable the rule using the Active toggle.

The Websites setting specifies the website where the rule should be applied to.

The Customer Groups configuration allows applying the rule to the specific customer groups only.

The store owner can restrict the usage of the rule by date intervals using the From and To date pickers.

If several rules can be applied and their priority needs to be handled, it can be managed by the Priority setting. The bigger the value, the higher the rule will be in the order of priority.

If Allow Notification is enabled, then the email will be sent to the customer when the reward points are credited to the balance.

Personal Email Template adds the possibility to use the template that meets exactly this particular rule. If the Use Config setting is selected, the one in the extension configuration will be picked.

Actions

The extension supports the following events to reward your customers:

  • Place order
  • Customer birthday
  • Customer registration
  • Product review
  • Newsletter subscription

For all events you can set the amount of points you want to reward your customers with if the rule is triggered:

The order placing configuration is more complicated and needs to be explained.

Placed Order

If the “Placed Order” event is selected, the “Give Points” setting shows. It can be further configured depending on the desired condition.

1. The Get X Points setting allows crediting the specific (X) number of reward points to any order.

2. The Get X Points for every Y spent credits the specific (X) number of reward points to the order that is bigger than Y threshold. So, for instance, the X = 10 and Y = 50.

If the grand total is $49, then the customer doesn't receive any reward points, for the grand total $52 the customer receives 10 reward points. The customer gets 10 points as well if the grand total is $99. For $101, the customer receives 20 reward points, and so on.

3. The Get X Points for every Y spent starting from Z spent credits the specific (X) number of reward points to the order that is bigger than Z threshold for every Y sum. So, for instance, the X = 10, Y = 20 and Z = 100.

If the grand total is $99, then the customer won't receive the reward points as it is smaller than Z ($100). If the total is $119, then the customer won't receive the reward points as well, because 10 points are credited for every $20 starting from $100 and $119 is less than $120. If the total is $139, then 10 reward points will be credited to the account. 20 reward points will be added for the $141 grand total, and so on.

4. The Get X Points for every Y quantity credits the specific (X) number of reward points to the order that has more than Y products in sum. So, for instance, the X = 10 and Y = 5.

If the customer buys 3 T-shirts and 1 bag, then no reward points will be added as the total quantity 4 is less than Y. If the customer buys 5 T-shirts and 4 bags, then 10 reward points will be added (total quantity is 9). For the order with 7 T-shirts, 3 bags and one pencil 20 points will be added (total quantity is 11).

5. The Get X Points for every Y quantity starting from Z quantity credits the specific (X) number of reward points to the order that has more products than Z threshold for every Y products. So, for instance, the X = 10, Y = 5 and Z = 10.

If the customer buys 4 T-shirts and 5 bags, then no reward points will be added as the total quantity 9 is less than Z (10). If the customer buys 4 T-shirts, 5 bags and 5 pencils, then the customer won't receive the reward points as well, because 10 points are added for every 5 products starting from 10 and the total quantity (14) is less than 15. If the customer purchases 16 products in total, then 10 reward points will be added to the account. 20 reward points will be added for the 21 products in total, and so on.

The “Placed order” event shows the additional field, the Calculation Type so that the quantity of reward points can be calculated as the fixed value or as the percent of the grand total.

The last, “Stop Rules Processing” configuration stops any other reward points rules from being processed in case several rules conditions are met.

This section limits the products from the whole cart that should be counted. If you have several products in the cart, and only one meets these conditions, it will be handled as if it had been the only one in the cart. If the action conditions are empty, the price will be calculated from the grand total (no rules = no limitations). If the action conditions exist and don't include the valid items, the rule will be ignored and not shown at all.

Conditions

This workspace has the same structure and logic as the previously described Actions section. The difference is that these condition limits the whole cart so that if the condition is true, the reward point rule will be met. After that, the extension will check the valid products (if any) from the Actions tab. Otherwise, the rule will be ignored and not shown at all.

Leave conditions empty to reward your customers for purchasing all products.

Labels

The Labels Section is designed for different frontend names of the reward points rule on different store views. Some rules may need to be translated and, for this matter, this section allows specifying the appropriate name. Please note that if the string is empty, the Default Rule Label for All Store Views will be used.

Customer Information

Please, go to Customers ⟶ All Customers. The extension adds a special tab that shows the current reward points balance directly on the grid:

Select the customer whose balance you need to edit. The customer reward points are shown on the special Reward Points tab.

The Reward Points Balance tab shows the grid with the customer's reward point balance on any website within one Magento installation. If the expiration period has been enabled, it will be shown here as well.

The Reward Points Transaction tab shows the grid with the customer's reward points transactions history.

The Update Reward Points Balance tab provides the possibility to manually credit or deduct the reward points.

The Store configuration provides the possibility to add the points to the customer in the specific store view.

The Update Points supports both positive (to credit) and negative (to deduct) values.

The store owner can specify the New Expiration Period. Please note that in case the customer already has some available reward points (both without and with the expiration date set), the new period will be applied to them as well.

If the Send Notification is set to Yes, the customer receives the email with the default email template.

The Comment for Customer allows the store owner to write some particular text for the customer to be visible in the customer account.

Point transactions

To observe the full log of the transactions made by your customers, go to Marketing ⟶ MageWorx Reward Points ⟶ Point Transactions.

Import/Export reward points

To import or export reward points, please, go to System ⟶ Data Transfer ⟶ Import/Export Reward Points.

To check the structure of the reward points, click the Export Reward Points Balance button or the Download Example CSV. The CSV structure is as follows:

"Website Code","Customer Email","Points","Action","Comment for Customer (not required)"
"base","rewrite_balance@example.com","20","replace","Hello! Your balance now is 20 points"
"base","add_to_balance@example.com","10","add","Hello! 10 points were added to your balance"
"base","deduct_from_balance@example.com","5","deduct","Hello! 5 points were deducted from your balance"

The action column manages the balance change. For instance, assume that the original balance is 100 and the value of the number points is 25.

  • The replace value changes the customer's balance to the exact value of points (25)
  • The add sums the number of points to the original one (100+25=125)
  • The deduct subtracts it (100-25)=75.

If the deduct value is bigger than the original one, the final value will stay 0.

Customer account

The customer reward points are shown on the special Reward Points tab on the customer information page.

Here, the customer can observe the exact quantity of the reward points and the reward point transactions history. The expiration date, if enabled, is shown here as well. The comment for сustomer from the backend is shown in the Message column.

The extension shows the Reward Points block on the checkout with the possibility to apply them to get the discount.

The customer can cancel the usage of the reward points usage if necessary.

If the customer doesn't have any reward points at all, this block will be hidden.

Configure personal customer discounts

Backend setup

Please, go to Stores ⟶ Configuration ⟶ MageWorx ⟶ Personal Customer Discount.

The Enable Personal Customer Discount in Cart Price Rules setting provides the possibility to temporarily disable/re-enable the extension functionality directly from the backend.

Personal customer discount configuration

The extension extends the default cart price rules configuration.

To edit the cart price rule, the store owner should go to Marketing ⟶ Promotions ⟶ Cart Price Rules.

From here, the store owner can either Add New Rule or Edit the rules that have been created before. Please note that during the initial setup this grid may be empty.

Our extension adds the special Customers tab.

This tab shows the customers grid with the default possibility to sort out the values and reset the filters. The customer grid supports the multiselect possibility to choose several customers simultaneously. Once the customer(-s) are selected and the configuration is saved, the cart price rule will be triggered only for the targeted shopper(-s).

Note: if no customers are selected, the cart price rule will work for anyone

Personal customer discount features in Magento 2 Enterprise

Magento 2 Enterprise edition provides the possibility to add scheduled updates. Cart price rules can be applied on schedule as part of some campaign.

To add the new schedule update, click the Schedule New Update button.

Once the schedule update has been created, the store owner should click the Save button.

The upcoming update will be shown in the scheduler.

Configure product countdown timers

Product Countdown Timers module is designed to add the urgency and scarcity for your customers to motivate them to purchase

Backend Setup

Go to Stores ⟶ Configuration ⟶ Mageworx ⟶ Marketing Suite ⟶ Countdown Timers. Currently, there is only one setting here for now:

Enable - it enables/disables the entire functionality on the front-end.

Manage timers

In order to add or edit countdown timers, navigate to Marketing ⟶ Marketing Suite ⟶ Countdown Timers.

  • Name - the internal name of a campaign. Visible in the back-end only.
  • Store Views - the store views, a campaign is assigned to.
  • Start/End - these dates determine the start and end dates when a certain timer should be shown and hidden. The timer will show the remaining period from start to end dates.
  • Status - the current status of a campaign.
  • Priority - the priority for each campaign. The campaign with higher priority will be shown first if multiple timers match the same conditions.

To add a new timer click on the Add new timer button.

The General section of the timer:

  • Name - the internal name of the timer. It is visible in the back-end only.
  • Status - the status of the timer.
  • Store View(s) - you can choose the store views you want to display the timer on.
  • Customer Groups - you can choose the customer groups you want to display the timer for.
  • Display Mode - this setting defines the products, the timer should be shown for. You can choose to display the timer on all products, specific products or to use custom mode. If you select the 'custom' mode, such timers can be used in Magento 2 widgets to display the timers in any custom place of your store.
  • Use discount dates - this toggle defines whether the timer should use the start/end dates of the product special price or matching catalog price rule (if applicable).
Example

Let's assume you created the timer with the enabled 'Use discount dates' toggle and applied it to the productA. This product has a special price valid within 3 days and it matches the conditions of one of the catalog price rules valid within 7 days. In this case, the timer will use the start/end dates of the special price first. When the current date passes the end date of the special price (i.e. when the special price expires), the timer automatically will start using the matching catalog price rule.

The product special price has higher priority than the catalog price rule if both discounts are applied.

  • Start/End dates - these dates are enabled if the 'Use discount rates' is disabled. These settings set the date when the timer should be activated, and the date when it should be hidden. The timer will display the remaining period from the start to the end date.
  • Priority - this setting defines the priority of each timer if multiple timers have the same conditions. The timer with higher priority will be executed.

If Specific products is chosen in the Display mode, the Products tab appears to choose the products you need to apply the timer to.

The Design tab allows you to choose a design template for the timer.

  • Before timer text - this field allows you to specify a text, which will appear above the timer on the front-end.
  • After timer text - this field allows you to specify a text, which will appear below the timer on the front-end.

The Templates button opens the gallery of ready designs for your timers:

The Custom value in the Display mode setting allows you to add a timer to a widget. The widgets can be added to any custom page in your store and to any custom position within the page. To add and manage widgets. please navigate to Content ⟶ Widgets ⟶ Add new widget.

Countdown timers frontend examples


Find out how to install the Marketing & Sales Suite extension for Magento 2 via Composer.

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magento_2/marketing_automation.txt · Last modified: 2021/02/09 15:51 by asemenova