Welcome to the Follow-Up Email documentation.
Here, you can find everything you need to set up your Follow-Up fully-featured campaigns and create a vast promotional network, motivating your customers with a rich income.
Firstly, please visit our extension in the My Downloadable Products section of our store. Learn how to install extension, and proceed with Quick Start, which will guide you through setting up your Follow-Up service.
How to install the extension Back up your store database and web directory. Log in to the SSH console on your server and navigate to the root directory of the Magento 2 store. Copy installation instructions from the page My Downloadable Products to the...
Quick Start Our extension is simple yet powerful. Once you install it, you can proceed with the creation of your promotional campaigns. Here are some tips to quickly tackle our key features: Basic building blocks are Templates, which contain actual mess...
General Settings General Follow Up Email settings are located at Marketing -> Follow Up Email -> Settings, and consist of the following sections: General Option Description Limits the number of emails per address Allows you to limit the ma...
Event Settings Go to Stores -> Settings -> Configuration. In the panel on the left under Mirasvit Extensions, choose Event. You will see the following settings: General Enable AJAX Data Capturing - allows you to control guest users' data captu...
Unsubscription List The extension allows you to manage customer emails' subscription/unsubscription. Go to Marketing -> Follow Up Email -> Unsubscription List. At the main grid, you can see a list of all customers who have unsubscribed from the tr...
Campaigns Dashboard A campaign is a central point in our Follow-Up Emails extension. Each campaign is a project which consists of one or more Triggers, each with its own Audience, triggering Event and Emails Chain. All campaigns are located at Marketing -...
Creating a Campaign The simplest way to create a Campaign is to use the Duplicate action, and then adjust it to your needs. Still, in most cases, you will need a custom campaign. You can create one by pressing Create Campaign button at Marketing -> Fol...
Setting Up an Email Trigger A Trigger is an event or sequence of events that, as a result, generates a chain of emails. Each campaign has at least one trigger attached to it. To edit the trigger, you need to proceed to Marketing -> Follow-Up Email -&g...
Manage Email Chain You can create an unlimited number of emails that will be sent after event triggering. All of them will be displayed on the Emails sub pane at the Trigger pane of the Campaign edit page: Press Add New Email to add a new email to your T...
List of Events Customer Events Customer Logged In Customer Logged out New Customer Sign up Customer Birthday Newsletter subscription By default, Magento sends its own Success Email Template after a new client has subscribed to a newsletter. I...
Testing Campaigns Our extension allows you to test your campaign without starting a real one. Just take the following steps: Go to Marketing -> Follow Up Email -> Manage Campaigns and open the campaign for editing, or directly press the Trigger ac...
Examples of Campaign and Triggers Configurations Our application comes with a set of handy examples, which can easily be adjusted to most cases of promotional plans. They are: Abandoned Cart Recovery Campaign Customer Engagement Campaign Customer Re-Eng...
Managing Themes Themes are the most generic templates that allow you to have all general elements of your email design (such as headers, styles, and footers) in one place. When designing a template, you can just select a theme and specify the message - t...
Managing Templates All templates used in Follow-Up Emails are located at their respective Grid at Marketing -> Email Designer -> Manage Templates. Actions performed on templates can be selected from the Actions drop-down. Here you can Edit or Remo...
Variables & Methods Our extension allows you to use variables and PHP callouts in your emails, which can greatly enhance and personalize them. Note Both variables and callouts can be used simultaneously, and are fully interchangeable so you can select yo...
Mail Log (Queue) This extension allows you to track triggered emails. Go to Marketing > Follow Up Email > Mail Log (Queue). You will see the following fields: ID - ID of the mail Status - current status of the trigger email. You can track emails...
Event Log This extension allows you to track triggered events at the store. Go to Marketing > Follow Up Email > Event Log. You will see the following fields: ID - ID of the event. Event - a certain action of a visitor (login, registration, placin...
GDPR Compliance Tips Since our module collects user data for sending emails, please check out some tips for making the extension fully compliant with the GDPR: Send emails only to confirmed customers. You can use the rules to filter the target audience: ...
Troubleshoot This section describes the most common problems that customers report and how they can be resolved: The email does not show the coupon code The related, upsell or cross-sell products are not displayed How do I translate an email template? ...
How to upgrade the extension To upgrade the extension, take the following steps: Back up your store's database and web directory. Log in to the SSH console of your server and navigate to root directory of the Magento 2 store. Run the command composer req...
Disabling Extension Temporarily Disable To temporarily disable the extension, please take the following steps: Log in to the SSH console on your server and navigate to the root directory of the Magento 2 store. Run the command php -f bin/magento module:d...
Change Log 2.6.1 (2024-04-11) Improvements Ensure directory is not writable before modifying permissions Fixed Fixed email cancellation issue for order status change events Fixed the date picker display issue 2.6.0 (2024-03-06) Features Added integr...
