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Event settings

The extension uses Events to determine when to trigger or stop the trigger. To set the events, navigate to Marketing -> Follow Up Email -> Manage campaigns -> Your campaign and click on the Event edit link.

Event settings

Example for event settings

Activation and Cancellation events​

The following events are available for selection as Activation or Cancellation events:

  • Customer
    • Customer / Logged in
    • Customer / Logged out
    • Customer / Sign up
    • Customer / Change group
    • Customer birthday
  • Product
    • Product / view
  • Newsletter
    • Newsletter / Customer was subscribed
    • Newsletter / Customer was unsubscribed
    • Newsletter / Customer subscription status change
  • Shopping cart
    • Shopping Cart / Abandoned Shopping Cart
  • Sales
    • Sales / Order status was changed
    • Sales / Order obtained 'Canceled' status
    • Sales / Order obtained 'Closed' status
    • Sales / Order obtained 'Complete' status
    • Sales / Order obtained 'Suspected fraud' status
    • Sales / Order obtained 'On hold' status
    • Sales / Order obtained 'Payment review' status
    • Sales / Order obtained 'PayPal canceled reversal' status
    • Sales / Order obtained 'PayPal reverse' status
    • Sales / Order obtained 'Pending' status
    • Sales / Order obtained 'Pending payment' status
    • Sales / Order obtained 'Pending PayPal' status
    • Sales / Order obtained 'Processing' status
    • Sales / New order was created
  • Wishlist
    • Wishlist / New product added to wishlist
    • Wishlist / Wishlist was shared
  • Review
    • Review / New review was added
    • Review / Review has been approved
note

Multiple Cancellation events can be selected. The trigger will end when any of the cancellation events occur.

Example usage:​

Abandined shopping cart Activation event - Shopping cart / Abandoned shopping cart Cancellation event - Sales / Order obtained 'Pending' status

The email will be created when the customer's cart is abandoned within the 1-1.30 hour period. The email will be canceled if the customer creates an order that obtains the Pending status.

note

The email may not be canceled if the customer creates an order with a different quote_id value.

Review request

Activation event - Sales / Order status obtained 'Complete' status Cancellation event - Sales / New order was created

The email will be created when the customer completes the order. The email will be canceled if the customer creates a new order.

New order was created

Activation event - Sales / New order was created

The email will be created every time the customer creates a new order, regardless of status.

Order obtained Pending status

Activation event - Sales / Order status obtained 'Pending' status Cancellation event - Sales / Order status was changed

The email will be created when the customer's order obtains the Pending status. The email will be canceled if the customer's order status is different from the Pending status.

Product was viewed

Activation event - Product / View Cancellation event - Sales / Order status was changed

The email will be created when the customer views a product, and if the customer's email is known. The email will be canceled if the customer creates an order.

note

The email may not be canceled if the quote_id was not fetched during event triggering or if the customer creates an order with a different quote_id value.