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Follow Up Email User Guide - MageWorld Wiki

Follow Up Email User Guide

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Contents

Configuration

Go to System => Configurations => Mage World => Follow Up Email (or Follow Up Email => Configuration) to configure the module.

  • In the Enable Follow Up Email field, select Yes to enable the module.
  • In the Default Sender field, select an email address of the sender.
  • In the Cart is considered abandoned after (hours) field, specify a number of hours.
  • In the Don’t send the same email within # of hours field, specify a number of hours.
  • In the Auto – clean “Sent” emails after # of day field, specify a number of days. After this time, the sent emails that listed in Follow Up Email => Queue Email will be deleted from the list.

Manage Rules

The Follow Up Email module supports you to create multiple rules for sending notifications automatically.

Add a new rule

To add new rule, go to Follow Up Email => Manage Rules, click on Add new rule, you will see the Rule Information page, which includes 4 tabs: Rule Information, Additional Conditions, Sender Information, and Send Test Email, Google Analytics and Coupons.

Rule Information

In the Rule Information tab, you can set general information for the rule as title, status, active time, store view, and customer group.

  • In the Send FUE when field, select an event for the rule.
  • In the Cancel Pending Emails If field, select an event. In the case that the selected event is activated, the rule will be canceled.
  • In the Send Email to customer field, select what customers will be sent to: all customers or newsletters subscribers only.
  • In the Email Schedule field, set a schedule for sending emails and select a template for the rule.

Additional Conditions
In the additional conditions tab, you can set additional conditions to apply rule.

Sender Information
Specify the sender name and the email in the sender information tab. If you don’t , the system will use the default sender in Follow Up Email-> Configuration

Google Analytics
If you have a Google Analytics account set up for your website, you can track incoming traffic from follow up email campaigns. Google Analytics is integrated into the module to analyze the number of visits, conversion rate, time of visit, etc of visitors who come from eachfollow up email campaign.

  • Campaign Source (utm_source)- Required parameter to identify the source of your traffic. For example: utm_source=email
  • Campaign Medium (utm_medium) – Required parameter to indentify the medium. For example: utm_medium=email
  • Campaign Term (utm_term)- Optional parameter suggested for paid search to identify keywords. For example: utm_term=signup
  • Campaign Content (utm_content)- Optional parameter to identify the content of email. For example: utm_content=send email for signup
  • Campaign Name (utm_campaign)- Required parameter to identify email campaign name. For example: utm_campaign=new signup

Send Test Email
The extension supports the ability of testing the email before sending it to the customers.

Coupons
This feature allows to generate coupon automatically based on shopping cart rules for each FUE rule

  • Before creating coupon for each FUE rule, you must configure shopping cart price rule by going to Promotion => Shopping Cart Price Rules
  • In the Enable coupons field, choose value (Enable/Disable) to use coupon for this rule or not
  • In the Shopping Cart Price Rule field, choose shopping cart price rule to apply for this FUE rule.
  • In the Coupon Code Prefix field, fill in this field if you want to add prefix for coupon.
  • In the Coupon expires after # days field, specify the number of days after that a coupon will expire, or leave empty for the permanent coupon

Email Queue

Go to Follow Up Email => Email Queue to see the list of emails that are queuing to be sent. The module also supports to do action here. You can preview, select to send, cancel or delete the queuing emails.

Generated Coupons

Go to Follow Up Email => Generated Coupons to show coupon codes, which are corresponding to each email queue generated at Follow Up Email => Email Queue

Reports

The administrator can track activities of Follow Up Email at Follow Up Email => Reports Reports tab includes 3 sub- tabs: Overview, Rules, Email Templates.

Overview

The reports can be shown in different time ranges “Last 24h, Last week, Last month, Last 7 days, Last 30 days or Custom”

In the dropdown of Date Range fields, select one of the predefined periods for report data aggregating:

  • Last 24h
  • Last week
  • Last month
  • Last 7 days
  • Last 30 days
  • Custom

Click on the Refresh button.
- Line Chart displays total sent emails and total read emails in chosen time range.
- Pie Chart presents percentage of each FUE rule based on the number of email sent that used in chosen time range
- Statistics box on the right side shows: Total created emails, total sent emails, total read emails in chosen time range.
- In addition, the table next to pie chart lists all used email templates, the number of sent emails, the number of read emails and the percentage of read emails in chosen time range

Rules

In the From and To field, use calendar icon to specify the starting and ending dates of the period for report data aggregating.
In dropdown of the Show By field, select type of showing by Day, Month, and Year.
=> Click on the Refresh button to view detail information about: used Follow Up Email rules, # of sent emails, # and % of unread emails, # and % of read emails, # and % of clicked, # and % Purchased In the Export to field, select the CSV or Excel option and click on the Export button to export the report information.

Email Templates

In the From and To field, use calendar icon to specify the starting and ending dates of the period for report data aggregating.
In dropdown of the Show By field, select type of showing by Day, Month, and Year.
=> Click on the Refresh button to view detail information about: used email templates, # of sent emails, # and % of unread emails, # and % of read emails, # and % clicked, # and % Purchased.
In the Export to field, select the CSV or Excel option and click on the Export button to export the report information.

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