Module Settings Overview

Creating Mail Templates In this chapter you will learn how to customize mail templates - give them unique names, determine whether they will provide the customer with a discount or not and define what events they will be sent on.

To start off, navigate to OrderFollowUp's settings. If you cannot remember how to do that, have a quick look back here. Then, choose the Control Panel tab.

Template Settings

general

By clicking on "Add New FollowUp", you created your first mail template. It appeared in a new navigation bar tab named "FollowUp 1" by default. Along with that, many fields related to your template's settings became visible.

Note: The number (1) is auto-incrementing for every new template.

Order status: This field is a drop-down menu and lets you choose when the given follow-up mail should be sent. The options in it refer to order statuses. For example, if you want customers to be automatically notified when their orders are shipped, you should select the "Shipped" option. That way, the module will supervise all your orders' statuses and will send e-mails to all customers, whose orders have been marked as "Shipped".

FollowUp Conditions

conditions

Order total: This field allows you to set a minimum price that an order should reach in order to trigger the given follow-up mail. This is great if you want to provide discount for customers,(and notify them about that) who have spent a certain amount of money in your store.

Note 1The price will be in your store's default currency.

Note 2Set the price to 0 if you do not want to use this field's functionality.

Message delay: This field expects a number as an input and allows you to delay your emails with a set amount of days. For example, if you want your e-mail to be sent a day later than a given order triggers the follow-up, you should set it to 1 (You also need CRON jobs for that).

NoteSet it to 0 if you want your follow-up e-mails to be sent right away (you do not need CRON jobs for that).

Continuing with the next set of options:

Products: This option allows you to assign the present follow-up to orders of a given product (or set of products) only. The option consists of a field, expecting a product's name as an input and a window beneath it. It is enough for you to start typing the name of the product you want to assign the follow-up to and its name should appear in a drop-down menu (process known as auto-completion). Upon clicking on the product's name in the drop-down menu, it will be added to the window below. Do this for as many products as you like.

Discount Settings

discount

Type of discount: Here you get to choose whether to provide discount and if it will be in.

Percents or as a Fixed Amount.

No discount: Choose that option if you do not want to provide any discount.

Percentage & Fixed Amount: Upon choosing whichever of these, a set of 3 fields will appear:

Email Template

Last but not least, the text editor for your e-mail:

template

This is where you will create the body of your follow-up message. You can use the text editor to style your e-mail, make hyperlinks, ordered and unordered lists, insert pictures and even video. Play around with it to get used to its features. If you have any problems applying any of them, feel free to use the Support tab and open a ticket, so iSenseLabs team can assist you.

NoteCheck out the short-codes on the left. Use them to make your template applicable to all orders/customers. Each of the short-codes will be replaced by data of the given order/customer.

{first_name} - customer's first name

{last_name} - customer's last name

{discount_code} - the unique discount code he/she will receive

{discount_value} - this is the value of the discount (e.g. 20%)

{total_amount} - this is the total amount of the discount in your store's currency

{date_end} - the deadline for the discount

{order_id} - this represents the ID of the given order

{order_products} - this lists all the ordered products

NoteIf you choose the "No Discount" option from the "Type of discount" field, the following codes will have to be removed from the template: {discount_code}, {discount_value}, {total_amount} and {date_end}.

When you are finished styling the template of your follow-up message, click the Save Changes button.

Congratulations! You have created your first follow-up notification template.

Sent Emails Log

There is an initially invisible tab within the module that keeps track of all sent e-mails and records them. To activate it, navigate to the module's settings. In the Control Panel tab, the second field is Keep log. It is a drop-down menu with 2 options - Enabled and Disabled.

Upon Enabling it, a new tab by the name of Sent Emails Log will appear (between the Control Panel and the Support one). This is how it looks like:

log

Basically, it is a table with 6 columns:

Order ID: This column displays the ID of the order in the database. It also has an Order Details button, which redirects you to the order's details (also accessible from Sales > Orders > View).

Customer: This is the customer's name.

Email: This is his/her email.

FollowUp ID: This is the ID of the FollowUp that has been sent to the customer. The View more button will take you to the given template's settings.

Date: The date the FollowUp has been sent on.

Message: The "View message" button from this column will open a modal window that will show you how the message you have sent exactly looks like.