Email settings

To edit trigger open Marketing -> Follow-Up Email -> Manage campaigns choose your campaign and click on Edit email button.

Email campaign settings

Configure basic options for email automation and delivery.

Email template: select the email template for this campaign. To create a new template, go to Follow Up > Email Designer > Manage Templates.
Delivery time delay: allows sending an email with a specified delay after the event occurs. Three fields are available for configuration: days, hours, and minutes.
Excluded weekdays: select the days when emails should not be sent.

Include a discount coupon in your email to incentivize customers.

Include coupon in email: enable to include a coupon in the email and offer a discount to the recipient.
Shopping cart price rule: select the Cart Price Rule associated with the coupon. The coupon codes are generated automatically. Check the option Use Auto Generation at the cart price rule to use it.
Coupon expires after, days: enter the number of days before the coupon expires. Specify the validity period for the coupon in days. For example, entering 7 will make the coupon valid for one week after it is sent. Leave blank to set no expiration date.

Add related product suggestions to emails to encourage additional purchases.

Include cross-sells in email: enable this option to include personalized product recommendations in the email.
Cross-sells source: select the source of cross-sell product recommendations. The data for these products is pulled from the relevant sections in the product card. Available 3 options:
- Cross-sells products
- Related products
- Upsell products