Aw Follow Up Email User Guide 3 4 1

Follow Up Email User Guide
Version: Website: Support: 3.4 http://ecommerce.aheadworks.com helpdesk@aheadworks.com
Table of Contents
Follow Up Email User Guide ..............................................................................................................1 Table of Contents ...................................................................................................................................2 1. Introducing Follow Up Email .............................................................................................................3 2. Follow Up Email Configuration..........................................................................................................4 3. Follow Up Email Template Creating ..................................................................................................5
Newsletter Template .................................................................................................................................................5 Transactional Email Template ..................................................................................................................................6
4. Follow Up Rules Managing ................................................................................................................7 5. Follow Up Email Variables ...............................................................................................................16 6. Examples of Follow Up Emails Creating .........................................................................................18
Customer last activity ..............................................................................................................................................18 New Template Creation ......................................................................................................................................18 New Rule Creation ..............................................................................................................................................19 Customers birthday ................................................................................................................................................24 New Template Creation ......................................................................................................................................24 New Rule Creation ..............................................................................................................................................25 New abandoned cart appeared ..............................................................................................................................30 New Templates Creation ....................................................................................................................................30 New Rule Creation ..............................................................................................................................................33
Copyright (c) 2008-2012 aheadWorks Co. www.aheadworks.com Follow Up Email User Guide 2
1. Introducing Follow Up Email

Looking for greater interaction with your customers for your e-commerce website? Follow Up Email is a powerful auto-responder and customer relationship tool that helps to keep your site in the customer's mind always. Use this automated email follow-up extension and you'll never lose track of your customers even if they have abandoned their shopping carts. In today's fiercely competitive business environment, a caring attitude towards customers can go a long way in creating a delightful experience for your customer. The aheadWorks Follow Up Email extension is an indispensable tool to help you stay in close touch with your customers. Enjoy these irresistible benefits that the powerful features of Follow Up Email give to your ecommerce website.
2. Follow Up Email Configuration

The following describes how to configure the Follow Up Email extension. 1. Go to the System Configuration aheadWorks Extensions Follow Up Email or Follow Up Email Settings backend page. 2. In the Sender field, select the emails sender which will be used in the From field of follow-up emails. In this dropdown list the contacts from the System Configuration General Store Emails Addresses configuration page is taken. 3. In the Enable logging field, select Yes. It means that there will be created a special file with all information about follow-up emails date and time of their creation; date, time and email address your follow-up emails will be send at; who and when deleted or cancelled emails sending. To view this information go to var/log/ and open the folowupemail_cron.log file.
3. Follow Up Email Template Creating

After the extension configuration, you should create a required template (for example, with a notification about abandoned cart and a link to restore it), and only then create a rule where you will specify this template. Thus when the action corresponding to the rule conditions is carried out (a customer abandons his/her cart), the follow-up email with the information specified in template is sent. There are two template types in Magento Newsletter template and Transactional email template. Newsletter templates are used to send newsletters to customers; Transactional email templates are used to send emails from a Magento store. Follow Up Email works with both of them. You can choose any of these template types according to your preferences.
Newsletter Template
The following describes how to create a Newsletter template. 1. Go to the Newsletter Newsletter Templates page at the backend. 2. Click the Add New Template button. 3. Specify this template name. 4. Define the subject of the template. 5. Specify the name and email of the follow-up emails sender for this template. Note: the values of these fields can be overridden by the follow-up email rule settings. For more details see page 7.
6. In the Template Content field, enter the email text using the HTML code. You can use the predefined variables as well (the whole list of variables and examples of their applying see on pages 16-17).
Transactional Email Template

The following describes how to create a Transactional email template. 1. Go to the System Transactional Emails page at the backend. 2. Click the Add New Template button. 3. Leave the Template field empty. 4. Specify this template name. 5. Define the subject of the template. 6. In the Template Content field, enter the email text using the HTML code. You can use the predefined variables as well (the whole list of variables and examples of their applying see on pages 16-17).
4. Follow Up Rules Managing

The Follow Up Email extension possesses easy-to-use functionality. The variety of flexible settings allows you to configure rules according to any requirements. In this section, you will find the detailed description how to do it properly. So, to create a new rule: 1. Go to the Follow Up Email Manage Rules page at the backend. 2. Click the Add Rule button.
General
1. In the Title field, enter the rule title. 2. In the Status field, specify the rule status Enabled or Disabled. 3. In the Event field, select the event which will cause the rule applying and email sending. Note: the New abandoned cart appear event works for all carts which were abandoned after the installation of the extension. There is no ability to send emails to those customers who abandoned their carts before the installation of the Follow Up Email extension.
4. In the Cancellation events field, select the event(s) which will cancel email sending. Note: after the Event occurred, the email is created in Mail Log, but after the Cancellation event took place, the email status is changed to Cancelled and it wont be sent.
5. In the Customer groups field, select the group(s) of customers the rule will be applied to. 6. In the SKU field, specify the product SKU(s) the rule will be applied to. Please, separate SKUs by commas. 7. In the Sale amount field, select the condition and specify the sale amount when the rule will be applied. 8. In the Email chain field, click the Add email button. a. In the Send field, specify the period type your email will be sent After or Before. b. Define the exact period the email will be send Days, Hours and Minutes. c. In the Template field, select the template for your follow-up email.
Stores & Product Types

1. In the Store View field, select store(s) where the rule will be applied. 2. In the Product type field, select product type(s) which will cause the rule applying. Note: if you specify the SKU of the product which belongs to the different product type specified in this field, the rule wont be applied.
Excluded Categories
1. Select the Excluded Categories tab on the left. 2. Tick off the categories you do NOT want the rule to be applied in.
Newsletter Subscribers
1. Specify whether to send follow-up email after this rule triggering only to newsletter subscribers or not. 2. If you have installed Advanced Newsletter extension by aheadWorks, you can select a group (segment) of customers who will receive follow-up email after this rule triggering. Note: the difference between native Magento groups and Advanced Newsletter segments is that segmenting criteria can be based on any point you wish customers residence, gender, activity, etc.
Send Copy
1. Select the Send Copy tab on the left. 2. In the Send copy to email field, specify the email address you want the copy of the follow-up email to be send. You can enter several emails separated by spaces, commas or semicolons.
Sender Details
1. In the Sender name field, enter the name of the follow-up email sender. 2. In the Sender email field, specify the email of the follow-up email sender.
Note: if you leave these fields empty, the sender data will be taken from Newsletter Template or Follow Up Email Configuration settings (for Transactional Email Template). The data from this tab will override sender information from the Newsletter Templates.
Coupons
1. Specify whether to use coupons for this rule or not. 2. In the Shopping Cart Price Rule field, select the price rule for coupon to be sent. 3. Fill in the Coupon Code Prefix field with the prefix of coupon you want to be sent. 4. In the Coupon expires after, days field specify the number of days after which a coupon will expire, or leave the field empty for the permanent coupon.
Send Test Email

1. In the Test recipient field, specify the email address for the test email to be sent to. 2. In the Test object Ids tab, you can specify object information to check the proper template work.
To send test email click the Save And Send Test Email button. To preview it go to the Follow Up Email Mail log page at the backend.
Market Segmentation Suite

In the Validate the block by MSS rule field, select the MSS rule created beforehand. Your follow-up emails will be sent automatically to customers when, for example: total sales amount of the products in cart equals or greater than $1000 T-Shirt from Dolce & Gabbana for $395 is added to wishlist HTC Touch Diamond is in the abandoned cart and so on
Note: this tab is active if the Market Segmentation Suite aheadWorks extension is installed only.
Google Analytics
1. In the Campaign Source field, use utm_source to identify a search engine, newsletter name, or other source. For example, utm_source=google 2. In the Campaign Medium field, use utm_medium to identify a medium such as email cost-per-click, banner or the other. For example, utm_medium=cpc 3. The Campaign Term field is used for paid search. Specify the utm_term to note the keywords for this ad. For example, utm_term=running+shoes 4. The Campaign Content field is used for A/B testing and content-targeted ads. Fill in this field with utm_content to differentiate ads or links that point to the same URL. For example, utm_content=logolink 5. A content of the Campaign Name field is used for keyword analysis. Use utm_campaign to identify a specific product promotion or strategic campaign. For example, utm_campaign=spring_sale
Note: to use this feature, Google Analytics should be configured and activated.
5. Follow Up Email Variables

The Follow Up Email extension allows you to use a number of pre-defined variables in your templates: Variable Name customer_name Meaning Customer full name, if he/she is registered, or a part of email address before @, or 'Friend' Customer first name, works correct for both registered and not registered customers Example of usage Dear {{var customer_name}}!
customer_firstname
Dear {{var customer_firstname}}! If youd like to unsubscribe the email {{var customer_email}}, please click here
customer_email
Customer email
security_code
The security code used to authenticate the customer when he/she comes back by link from the email sent The number of the email in the chain sequence. When the rule is triggered, the email chain is sorted by its Send After Days field, and the sequence_number contains the sequence number of the email in the chain. The synonym of the Send After Days in the chain. The detailed, 'human-like' text representation of the time_delay variable. time_delay time_delay time_delay >=1 result 12 in time_delay day(s) in time_delay*24 hour(s) 1 0.5 0.0416 0.0208 0.000694 0.0005 in 12 days in 1 day in 12 hours in 1 hour in 30 minutes in 1 minute right after result
sequence_number
This is {{var sequence_number}} email weve sent you
time_delay
1/24<=time_delay<1
time_delay_text
1/24/60<=time_delay in <1/24 time_delay*24*60 minute(s) time_delay<=1/24/60 right after
All suffixes are configurable by AW_Followupemail.csv locale file located in app/locale/selected_language.

time_delay_absolute
The same as time_delay, but for 'Customer birthday' rule. If email has to be sent before a customer birthday happens - the value of the Send After Days field should be negative. The time_delay_absolute variable contains the absolute value of the field.
Let us congratulate you on your birthday that will happen after {{var time_delay_absolute}} days
url_unsubscribe
The link to unsubscribe
You can <a href={{var url_unsubscribe}}>unsubscribe here</a> You may insert the link for restoring abandoned cart this way: <a href={{var url_resume}}>Restore my cart</a> This URL leads directly to the Cart page. The following URL lead customer to the Checkout page: <a href={{var url_resume}}goto/checkout/>Restore my cart</a>
url_resume
The link to resume customer session
6. Examples of Follow Up Emails Creating

The Follow Up Email extension offers you a wide range of events new customer signup, customer logged in, customer last activity, customer birthday, new abandoned cart appeared and many others which can cause the follow-up email sending in a specified period of time. The chapters below describe in details how to make the follow-up emails automatically send after some customers actions.
Customer last activity

The Follow Up Email extension allows you to send customers who havent visited your store for a certain period of time a follow-up email reminding of their accounts in your store and giving a link to invite your store once again. The following describes how to create a corresponding template and rule and send test email to check the correctness of template applying.
New Template Creation

1. Go to the Newsletter Newsletter Templates page at the backend. 2. Click the Add New Template button. 3. Specify this template name. 4. Define the subject of the template. 5. Define the name and email of the follow-up email sender. 6. In the Template Content field, enter the email text using the HTML code. You can use the predefined variables as well (the whole list of variables and examples of their applying see on pages 16-17).
New Rule Creation

Now lets create a new rule, specify the template we just added and send test email to make sure that the template works properly. 1. Go to the Follow Up Email Manage Rules page at the backend. 2. Click the Add Rule button.
General
1. In the Title field, enter the rule title. 2. In the Status field, set Enabled. 3. In the Event field, select the Customer last activity event. 4. In the Cancellation events field, select Customer logged in as there is no sense to send the email with an account reminder if the customer has already visited your store. 5. In the Customer groups field, select the group(s) of customers the rule will be applied to. 6. In the SKU field, specify the product SKU(s) the rule will be applied to. Please, separate SKUs by commas. 7. In the Email chain field, click the Add email button. a. In the Send field, specify the period type your email will be sent After or Before. b. Define the exact period the email will be send Days, Hours and Minutes. c. In the Template field, select the follow-up email template you have just created.

1. Select the store(s) you want the rule to be applied at.
Sender Details
1. In the Sender name field, enter the name of the follow-up email sender. 2. In the Sender email field, specify the email address of the follow-up email sender. Note: the data given in this tab will override sender information from the Newsletter Template.
Send Test Email

1. In the Test recipient field, specify the email for the test email to be sent to. We have entered different Sender and Test recipient emails intentionally to check the proper extension and template work. 2. In the Customer email field, specify the customer email. You can specify any other test objects IDs or leave these fields empty but in this example we want to check the work of customer_name variable from the template.
After sending our test email (as well as all other emails created after rule triggering) it can be found in the Follow Up Email Mail log page in the backend.
In the From field we can see the Sender name and address we specified in the Sender details tab in the Rule Information page (page 21). In the To field we can see test customers name john and the email recipients address ourexamplestore@mail.com. A part of the email before @ from the Customer email field of the Send Test Email tab was taken as customers name. The address was taken from the Test recipient field of the same tab. The BCC field is empty as we left Send copy to email field of the Rule Information page empty.
The Subject of the mail is Membership account. It is the exact point specified in the Template Subject field of the Newsletter Template (page 18). The text defined in the Template Content field of the Newsletter Template (page 18) is properly displayed in the Content field. The customer_name variable has been correctly applied the name was taken by the same way as in the To field (see above). The final conclusion: the template and all the data have been correctly applied. Note: you can cancel, delete or send the email from the Follow Up Email Mail log page.
Customers birthday
To congratulate customers with their birthday is the best way to show them careful attitude. The Follow Up Email extension allows you to configure the greeting email to be automatically sent on the very birthday. The following describes how to create a new template, set up the rule and send a test email to check the proper template applying.
New Template Creation

1. Go to the System Transactional Emails page at the backend. 2. Click the Add New Template button. 3. Specify this template name. 4. Define the subject of the template. 5. In the Template Content field, enter the email text using the HTML code. You can use the predefined variables as well (the whole list of variables and examples of their applying see on pages 16-17).
New Rule Creation

1. Go to the Follow Up Email Manage Rules page at the backend. 2. Click the Add Rule button.
Details Tab
1. In the Title field, enter the rule title. 2. In the Status field, set Enabled. 3. In the Event field, select the Customer birthday event. 4. In the Customer groups field, select the group(s) of customers the rule will be applied to. 5. In the Email chain field, click the Add email button. a. In the Send field, specify the period type your email will be sent After or Before. b. Define the number of days the email will be send. c. In the Template field, select the template you have just created.
Stores & Product Types Tab

1. Select the store(s) you want the rule to be applied at.
Sender Details
1. In the Sender name field, enter the name of the follow-up email sender. 2. In the Sender email field, specify the email of the follow-up email sender. Note: if you leave these fileds empty the sender information will be taken from the Sender field of the Follow Up Email Configuration page.
Send Test Email

1. In the Test recipient field, specify the email for the test email to be sent to. We have entered different Sender and Test recipient emails intentionally to check the proper extension and template work. 2. In the Customer email field, specify the customer email. You can specify any other test objects IDs or leave these fields empty but in this example we want to check the work of customer_name variable.
After sending test email (as well as all other emails created after rule triggering) it can be found in the Follow Up Email Mail log in the backend.
In the From field, we can see the Sender name and address we specified in the Sender Details tab in the Rule Information page (page 27). In the To field, we can see test customers name barbara and the email recipients address ourexamplestore@mail.com. A part of the email before @ from the Customer email field of the Send Test Email tab was taken as customers name. The address was taken from the Test recipient field of the same tab. The BCC field is empty as we left Send copy to email field of the Rule Information page empty. The Subject of the mail is Happy Birthday. It is the exact point specified in the Template Subject field of the Transactional Email Template (page 24). The text defined in the Template Content field of the Transactional Email Template (page 24) is displayed in the Content field. The customer_name variable has been correctly applied the name was taken by the same way as in the To field (see above). The image is also displayed properly. The final conclusion: the template and all the data have been correctly applied. Note: you can cancel, delete or send the email from the Follow Up Email Mail log page.
New abandoned cart appeared

The Follow Up Email extension allows you to send an email reminding your customers of their abandoned carts. The chapters below describe how to create a template where all information about products from the cart title, image, description, price and anything else you wish will be defined; how to make the rule to send follow-up email in a specified period of time after the cart was abandoned; how to check the proper template work.
New Templates Creation

In our example we want to display the complete information about products from the abandoned cart. Thats why we should create 2 templates in the first one we specify the HTML code for the whole email, in the second the code which will represent detailed information about each product from the abandoned cart for the first template. The first template will referrer the second. Lets create the first template with the HTML code for the whole email. The products from the abandoned cart will be displayed in the table. 1. Go to the Newsletter Newsletter Templates page at the backend. 2. Click the Add New Template button. 3. In the Template Name field, specify a name for this template Abandoned cart. 4. Define the subject of the template. 5. Specify the sender name and email. 6. In the Template Content field, we should enter the HTML code for the follow-up email. Lets copy it from the ready template. a. Go to app/code/local/AW/Followupemail/sql/followupemail_setup b. Open the templates.xml file c. Find the following line: <template_code>AW Your cart has been abandoned</template_code> d. Copy the HTML code below this line enclosed in the <template_text> </template_text> tags and paste it in the Template Content field.
Now we should create one more template which will help the first template to represent the information about products from the abandoned cart in appropriate row of the products table. 1. Click the Add New Template button in the Newsletter Templates page. 2. In the Template Name field, specify a name for this template Abandoned cart row. Note: the template name must be the same as in the line from the first template.
3. Define the subject of the template. 4. Specify the sender name and email the values are not essential here as they are not taken for the follow-up email. 5. Open the same templates.xml file and find the line: <template_code>AW Abandoned cart row</template_code> Copy the HTML code below this line enclosed in the <template_text> </template_text> tags and paste it in the Template Content field without any changes.
New Rule Creation

1. Go to the Follow Up Email Manage Rules page at the backend. 2. Click the Add Rule button.
General
1. In the Title field, enter the rule title. Lets name it Abandoned cart not to get confused when well create several rules. 2. In the Status field, set Enabled. 3. In the Event field, select the New abandoned cart appeared event. 4. In the Cancellation events field, select Customer logged in. 5. In the Customer groups field, select the group(s) of customers the rule will be applied to. 6. In the Sale amount field, select the condition and specify the amount when the rule will be applied. 7. In the Email chain field, click the Add email button. a. In the Send field, specify the period type your email will be sent After or Before. b. Define the exact period the email will be send Days, Hours and Minutes. c. In the Template field, select the first email template Abandoned cart.

1. Select the store(s) you want the rule to be applied at. 2. Select the type(s) of the product put in the abandoned cart for the rule to be applied.
Sender Details
1. Select the Sender Details tab on the left. 2. In the Sender name field, enter the name of the follow-up email sender. 3. In the Sender email field, specify the email of the follow-up email sender. Note: the data given in the Sender details tab will override sender information from the Newsletter templates.
Now you should check the correctness of template work. Create an account in your store, add products to cart (in our case the total amount has to be greater than $500 for the rule to be applied) and log out. 1. Go to the Follow Up Email Manage Rules page at the backend. 2. Click the Edit button of the Abandoned cart rule. 3. Click the Send Test Email tab. 4. In the Test recipient field, specify the email for the test email to be sent to. 5. In the Customer ID field, enter the ID of the customer you have just created (Customers Manage Customers). 6. Click the Save And Send Test Email button.
To view the email, go to the Follow Up Email Mail log backend page.
In the From field, we can see the Sender name and address specified in the Sender Details tab in the Rule Information page (page 37). In the To field, we can see customers name John Smith and the email recipients address ourexamplestore@mail.com. The information is correct. The BCC field is empty as we left Send copy to email field of the Rule Information page empty. The Subject of the mail is Your cart was abandoned. It is the exact point specified in the Template Subject field of the Newsletter Email Template. In the Content field, we can see that both templates have been applied correctly the customer name is right and the table is filled with proper information. The final conclusion: the templates and all the data have been correctly applied. Note: you can cancel, delete or send the email from the Follow Up Email Mail log page.

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Follow Up Email User Guide

Version: Website: Support: 3.4 http://ecommerce.aheadworks.com helpdesk@aheadworks.com

1. Introducing Follow Up Email

2. Follow Up Email Configuration

3. Follow Up Email Template Creating

Transactional Email Template

4. Follow Up Rules Managing

Stores & Product Types

Send Test Email

Market Segmentation Suite

5. Follow Up Email Variables

This is {{var sequence_number}} email weve sent you

1/24/60<=time_delay in <1/24 time_delay*24*60 minute(s) time_delay<=1/24/60 right after

All suffixes are configurable by AW_Followupemail.csv locale file located in app/locale/selected_language.

The link to unsubscribe

The link to resume customer session

6. Examples of Follow Up Emails Creating

Customer last activity

New Template Creation

New Rule Creation

Stores & Product Types

Send Test Email

New Template Creation

New Rule Creation

Stores & Product Types Tab

Send Test Email

New abandoned cart appeared

New Templates Creation

New Rule Creation

Stores & Product Types

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1/24/60<=time_delay in <1/24 time_delay2460 minute(s) time_delay<=1/24/60 right after