General 3 Getting started 3 Installation 5 API Credentials 9 Automation Studio 10

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2 Page 2 General 3 Getting started 3 Installation 5 API Credentials 9 Automation Studio 10 Data syncing 13 Getting started 13 Settings 13 Address book mapping 17 Data mapping 19 Abandoned cart 25 Getting started 25 Easy capture 26 Link to cart 27 Automation 29 Getting started 29 Automation enrolment 29 Review request 31 Exclusion rules 32 Dynamic content 35 Getting started 35 Best sellers/most viewed 38 Coupon codes 39 Manual product push 41 Security settings 42 Styling options 44 Transactional 47 Getting started 47

3 Page 3 The connector can be found on GitHub - It is available for Community Edition (version upwards), and Enterprise Edition (version upwards). Summary The connector is a powerful extension that enables you to integrate your marketing with your Magento store's customer and product data. Straightforward and speedy installation and integration allows for swift synchronisation of all of your dotmailer data with your Magento ecommerce customer data. It is the most feature-rich integration for Magento 1 and Magento 2 in both B2C and B2B channels. Making use of key dotmailer features such as OrderInsight, external dynamic content, automation and page and ROI tracking, the connector enables storage of all your customers' orders, carts and wishlists; segmentation on purchase behaviour; automation of triggers, such as a welcome series or post-purchase feedback; reporting on page visits and ROI for each campaign; abandoned cart s, including the cart contents; inclusion of dynamic product recommendations in s; sending of SMS order status notifications; and insertion of uniquely generated voucher codes for each individual customers in your campaigns. How the core data synchronisation process works The core data synchronisation process works via the creation and population of database tables during the installation process, and these are then updated and maintained via a handful of observers and cron services. Creation of databases Upon installation of the connector, we create nine new database tables. These are: _contact - All contacts who will be synced to dotmailer _order - All orders that will be synced _wishlist - All wishlists that will be synced _review - All reviews that will be synced _quote - All quotes that will be synced _catalog - All products that will be synced _automation - All contacts due to be enrolled or that have been enrolled into a program that will be synced

4 Page 4 _campaign - All campaign sends sent or due to be sent (abandoned cart or review requests only) that will be synced _importer - All batches of data that have been imported or due to be imported that will be synced During installation these tables become populated with your historical data, after which time they are updated automatically by cron services. Cron services The following cron services batch data from these tables and add them to the importer table ready for import: ddg_automation_customer_subscriber_guest_sync - Batches data from _contact table ddg_automation_order_and_quote_sync - Batches data from _order and _quote tables. Also finds orders placed via guests and adds contacts to _contact table (the frequency can be configured). ddg_automation_reviews_and_wishlist - Batches data from _review and _wishlist tables (the frequency can be configured) ddg_automation_catalog_sync - Batches product data from _catalog table (frequency can be configured) All of the above cron services can have their frequency configured. All of this data gets batched and then added to the _importer table, which involves the running of the following cron service: ddg_automation_importer - Looks for the oldest non-imported import and kicks off an import. This runs every 5 minutes (again, the frequency can be configured), checks the status of the last import and, if complete, marks it as done and then starts the next one. The importer also checks the import fault file for all contact imports and if it contains suppressed contacts, it updates their status in both the _contact table and the core Magento newsletter table. The following cron services also perform the following tasks: ddg_automation_abandonedcarts - Detects abandoned carts based on the time settings you specify and adds contacts that are due to receive an to _campaign table (this runs every 5 minutes) ddg_automation_campaign - Creates contacts and performs sends of all unsent campaigns (abandoned cart and review requests only; this runs every 5 minutes) ddg_automation_status - Creates and enrols any contacts into the _automation table that haven't been added yet (this runs every 15 minutes) ddg_automation_cleaner - Archives files created from the batching process (this runs once a month) Magento multisite implementation If you have multiple Magento websites and stores, the connector will support this. All the data we send includes both the website and the store the data originated from, so you can use this information for segmentation. In addition to this, all settings can be configured on a per website basis, allowing different websites to sync to different dotmailer accounts.

5 Page 5 Summary The connector can be installed in various ways, and these are outlined further below. Firstly though this article begins with guidelines for a pre-installation health check to ensure all goes as well as possible before, during and after installation. Pre-installation health check Please note that this extension is provided as is. Our recommendation is to always backup your installation prior to use. Versions and compatibility The connector is compatible with both Community and Enterprise platforms of Magento. For Community, we re compatible with: For Enterprise, we re compatible with: Conflicts While every site is different, the connector could potentially come into conflict with other extensions. For instance, other extensions using namespace could conflict with front name 'connector' previously used to access dynamic content, which is pulled from the site on a send. Abandon cart extensions and other SMTP tools could also possibly come into conflict with the connector, and this makes it important to state these during the installation process. Please note: Core rewrite conflicts with Newsletter\Model\Subscriber.php, Customer\Model\Customer.php, Core\Model\ \Template.php

6 Page 6 Cron installation and dotmailer tasks The connector has several cron tasks attached with the install to ensure the connector functions correctly. Below are the current tasks and their timings: ddg_automation_abandonedcarts - at five minute intervals ddg_automation_campaign - at five minute intervals ddg_automation_catalog_sync - at 15 minute intervals ddg_automation_cleaner on the 1st of every month ddg_automation_customer_subscriber_guest_sync - at 15 minute intervals ddg_automation_importer - at five minute intervals ddg_automation_order_and_quote_sync - at 15 minute intervals ddg_automation_reviews_and_wishlist - at 15 minute intervals ddg_automation_status - at 15 minute intervals The cron heartbeat should be running every five minutes to action the required tasks and the synchronisation of data into the dotmailer account. The connector is unable to function correctly without it. File permissions on var/export File permissions on your site are an important part of the connector being able to write imports to be sent over to dotmailer. The connector will require full access (0777) to the var/export directory or full access to the CRON user running on the server. UAT and sandbox environments dotmailer always recommends testing any new deploys/extensions within sandbox/uat environments, enabling you to check the compatibility with your site and other extensions you may have installed. For UAT and sandbox environments, you should check the types of your contact data fields in dotmailer plus any possible firewall restrictions for API calls, i.e. when connecting an API user between dotmailer and Magento. You can do this by creating a separate trial account of dotmailer ( Reset tables If you happen to want to, or need to, completely reset all of your dotmailer tables after install, you can do so. It will have the same effect as performing a fresh install. Warning Resetting tables is an extremely critical operation and should only be done when your site is in maintenance mode.

7 Page 7 Click Run Now and all tables will be removed, recreated and all data in them will be refilled anew. This is found by going to System > Configuration > DOTMAILER > Developer and clicking on 'Sync Settings'. Steps to install the Magento connector via Magento Connect Before you can enjoy all of these benefits, however, you must first successfully install the connector. To do this, follow the steps below: 1. Login to your Magento account and locate the Magento Connect store within their site; this is Magento's extensions marketplace. Search for 'dotmailer' in the extensions search box in the top right corner of this page. This will find the dotmailer connector for you (alternatively, use the link provided at the top of the 'General - Getting started' section on page 3). Clicking on the title will take you through to the connector's details page. Click on Install Now, accept the terms and conditions, and then click on Get Extension Key. Copy the extension key to your clipboard. 2. Return to your Magento admin panel and go to System (along the top navigation bar) > Magento Connect > Magento Connect Manager. You will be asked to login again with your Magento Administration Credentials.

8 Page 8 You'll then go through to the 'Extensions' page. Look under 'Settings' and untick the appropriate box to put your store into maintenance mode, then paste the extension key into the appropriate field under 'Install New Extensions', followed by clicking Install. 3. At this point, information will appear allowing you to check whether you're installing the latest version of the connector. If this is correct, click Proceed and the installation will begin. 4. The panel at the foot of the page will indicate when the process is complete by confirming that the cache has been cleaned successfully. After this has been confirmed, click Refresh to refresh the cache and then return to the Magento admin panel. You will be required to logout of the admin panel and then log back in to complete the installation. 5. Confirm the installation has completed correctly by visiting System > Configuration and then locating your new DOTMAILER configuration section in the left-hand menu. Steps to install the Magento 1.0 connector via FTP 1. Go to our official Magento 1.0 public repository Download it as a ZIP. 3. Unzip the file. 4. Drop/move all of the source folder content inside the unzipped file into the corresponding destination folders Clear cache or disable the cache before installing the extension. 6. Log out for the ACL to update. 7. Log in again.

9 Page 9 Summary To enable the connector to communicate with your dotmailer account and allow data synchronisation, you will need to enter valid dotmailer API credentials. Steps to entering your API credentials To do this successfully, follow these steps: 1. Login to your dotmailer account and mouse over the person-and-cog icon located in the top right corner. A settings menu will appear; select Users and then select the API users tab to create a new API user ( 2. Return to your Magento admin panel and select API Credentials in the left-hand menu, under DOTMAILER. 3. Enter the credentials (username and password) of the API user you just created. Ensure you enter these correctly. Once happy, click Save Config in the top right. A confirmation message will tell you that the credentials are valid and that the configuration has been saved. FAQs Why are my API credentials showing as red and not working? There are a couple of reasons why this could be happening:

10 Page You may not be entering the correct API credentials. Double-check the API credentials you're using are correct, and that you've entered them without a mistake. If, after double-checking, the problem persists despite the fact that you think you're using the correct details, we'd recommend deleting the API user and creating a new one just to make absolutely sure. 2. The API user may not be enabled within dotmailer. Ensure that the user is enabled before continuing. After saving the API credentials, the 'Enabled' dropdown then displays as 'No' and the details aren't saved. Why is this? Sometimes the Magento admin panel caches previous details and is unable to save new ones. It which case, it is worth opening the Magento admin panel in a new session/browser and trying again. Summary The Automation Studio is access to your dotmailer account and the dotmailer application in its entirety from within the connector (by clicking on Marketing Automation along the top navigation bar). By providing OAuth/single sign on credentials, you can link your Magento account with your dotmailer account, meaning there's no need to log into dotmailer or keep switching between windows to create campaigns, automation programs, manage contacts or use any other of its functionality. Once linked and accessed, you just click on Full screen positioned along the far right of the dotmailer navigation bar to open dotmailer in full screen mode in a new browser window.

11 Page 11 How to set up access to Automation Studio In order to set up access to Automation Studio, you will need OAuth credentials. These are obtained by ing who will provide you with a client ID and a client secret key. There are also a couple of other requirements: The address associated to your Magento user must be a user of the dotmailer account you are trying to link to Your website must have an SSL certificate Provided you have your OAuth credentials and the above requirements are in place, you're ready to set up your connection. OAuth credentials are managed by going to System > Configuration > DOTMAILER > Developer and then clicking on OAUTH Credentials. The following section will display: You are required to fill this in as follows: 'Client ID' and 'Client Secret Key' - Enter these as provided to you. 'Connection' - Only click Connect once the above details are entered and you have clicked Save Config. 'Custom OAUTH domain' - If your dotmailer account is running on a custom domain instead of the default dotmailer one, you need to specify it here. 'Custom Authorization URI' - If your admin site is running on a different domain to your website, you need to specify your website's homepage domain here.

12 Page 12 Upon success, you should get redirected back to this page and the 'Connect' button should be displaying 'Disconnect' instead. FAQ I receive an error when trying to connect to dotmailer. Why am I unable to connect? There could be a few reasons causing this, so double-check the following: 1. Ensure the address of your Magento user is the same address of a user of the dotmailer account that you're connecting to. 2. Visit and ensure SSL is working. 3. Log into your dotmailer account and ensure the domain of your account is If it's not, you need to specify the domain you do see in the 'Custom OAUTH domain' field. 4. Ensure that your website's homepage is on the same domain as the one you're accessing the admin site from. If it's not, you need to specify this different domain in the 'Custom Authorization URI' field.

13 Page 13 Summary The connector synchronises your contact data to three different address books for three different types of users of your site - customers, subscribers and guests. How data syncing works As explained in the 'General - Getting started' section (page 3), this process works by contacts being batched from the dotmailer _contact tables and inserted into the _importer. From there, the importer cron processes all batched data from the importer and sends it to your dotmailer account. Before any synchronisation can begin, however, you'll need to create these address books in your dotmailer account so they can be selected and mapped to from within the connector. In addition to setting up address books, you will want to create and map contact data fields too. This is simply the mapping process enabling us to sync Magento data to contact data fields you have created in dotmailer. The articles in this section explain how. Important Everyone gets synchronised, which includes contacts who decide to unsubscribe from your store. Therefore, to be clear, such unsubscribed contacts will be removed from your Magento subscribers address book only; their status will remain as subscribed in your dotmailer account. Summary With the connector, you have additional data syncing configuration options within 'Configuration' and 'Developer'. For instance, you can select which order status types are used in order calculations. To access these data field configuration options, click on System > Configuration > DOTMAILER > Configuration > Data Fields. To access advanced settings, click on System > Configuration > DOTMAILER > Developer.

14 Page 14 'Data Fields' configuration Data fields calculations from status You can select which order status type or types are used when calculating contact data field values such as total spend, average order value or number of orders, for instance. This means you can exclude those that you don't want to impact upon the calculation at all. To choose multiple statuses, hold Ctrl whilst selecting. Select Save Config in the top right. Magento will confirm that the settings have been saved. Brand attribute Depending on how your Magento site has been set up, it could be that you don't use the default manufacturer attribute to define a product's brand. This option allows you to select an alternative attribute for the brand related values which are synced. Select Save Config in the top right. Magento will confirm that the settings have been saved. 'Developer' advanced settings You also have the ability to set some advanced settings, as well as manually running and resetting synchronisations, under 'Developer'. If you're not a developer, then it's probably more likely that you'll want your developer to deal with this section. For instance, you can adjust your import settings, automap your customers' details to dotmailer contact data fields, manually run synchronisations, as well as reset/refresh synchronisations. This includes the ability to delete all contact IDs when wanting to synchronise with a different dotmailer account and API credentials.

15 Page 15 Sync memory limit (under 'Import Settings') Click on the dropdown list to select No to use the system default memory or Yes to use the customer sync memory default. Depending on your site's configuration you may not have either enough memory set in the PHP memory or too low a PHP timeout setting for our sync to work. As a default we use your site's default setting but selecting 'Yes' will set the timeout as 7200 and the memory as 512MB. Select Save Config in the top right. Magento will confirm that the settings have been saved. Contact sync size You can set the batch size limit you require for the amount of contacts loaded for every sync. Just type this number into the box and then click Save Config. Settling upon the ideal number will best be arrived at via your own cut-and-try process, dependent upon your particular server specifications. It is important to note this batch size is per website, as we sync details at a website level. A batch size of 1000 would be 4000 if your Magento site has four websites running on the same instance and linked to dotmailer. Automap data fields (under 'Admin Tasks' in 'Sync Settings') If you do not wish to manually map the key information that you store on customers from your Magento website to dotmailer contact data fields, then you can use this option to do it automatically. Click Run Now and the relevant contact data fields will immediately be created in your dotmailer account to match your customer, address and sales information fields. Delete all contact IDs

16 Page 16 You may decide at a later date to synchronise your Magento site with a different dotmailer account, or even synchronise a different store front to a new dotmailer account. To ensure this works correctly you will need to delete all the customer contact IDs that have been stored against the customers, as these are unique to the dotmailer account. Manually run sync Click on Run Now to manually run synchronisation on contacts, subscribers, orders, wishlists, reviews, quotes and catalog. Refresh customers (under 'Reset Sync Options') Clicking Run Now will refresh all of the customer data stored in dotmailer that you've already imported from Magento, marking it all for import again and ensuring it's up to date.

17 Page 17 Refresh subscribers Clicking Run Now will ensure your subscribers to your Magento site are refreshed and added to your contacts, ensuring they are marked for import and will be included in the next scheduled sync. FAQs When I manually run a contact sync it's fine but when the cron runs nothing happens. Why is this? The server user you use when manually running a sync is typically different to the user cron uses. If this is happening it is likely the cron user doesn't have the correct permissions on the /var/ /export folder. When I manually run a contact sync I get an error about permissions. How come? This normally happens when the var/export/ folder does not have the correct permissions to write and read the files the connector produces. To test whether this is the case, set the folder and subfolders as 0777 and run the sync again. You should see a sync success message. Important Changing the address books you want your contacts to sync to after you've already synced contacts to dotmailer will reset all the contacts in Magento to re-sync to those new address books. Steps for mapping to your address books To do this, follow these steps: 1. Firstly, create the new address books required. There are two ways to do this: Access your dotmailer account and create the new address books ( required - one for customers, one for subscribers and one for guests Create new address books directly via System > Configuration > DOTMAILER > Sync Settings and clicking on Create Address Book. It will expand to display a field in which you enter the new address book's name. You can also select the visibility of the address book by choosing whether it's publicly viewable or private; making it 'public' will mean contacts will be able to join or unsubscribe from it. Once

18 Page 18 happy, click Create New Address Book and a confirmation message will appear at the top of the screen confirming the creation of the address book in your dotmailer account. 2. If you have followed the first option in the first step above, return to your Magento admin panel and go to System > Configuration > DOTMAILER > Sync Settings. Otherwise, if you followed the second option, you'll already be in the right place to move onto the third step. 3. At the top of the screen, under 'Address Book Mapping', you can use the dropdown lists to select the appropriate address book to map your customers, subscribers and guests to. The lists will include any new address book that you've created, either via dotmailer or the connector. Before any synchronisation can begin, however, you'll need to create these address books in your dotmailer account and then select them within the connector for your Magento data to map to and synchronise with. 4. When satisfied with your mapping, select Save Config in the top right. Magento will then confirm that the settings have been saved and you will have successfully mapped to your dotmailer address books. Customers Contacts synced to your customer address book will all be registered customers of your Magento site that have a customer account. All contacts within this address book will have the additional contact data field information populated against them that you map in data mapping.

19 Page 19 Subscribers Contacts synced to your subscribers address book will all be subscribed contacts found in the default Magento Newsletter Subscribers table/report. We only sync the address for these contacts. However, if you have subscribers who are also registered customers then they will have the additional contact data fields populated. When a subscriber on your website unsubscribes on your Magento site, then we remove them from this address book. Guests If you have the order sync enabled, it means that we will add the address from an order placed by a guest who isn't a customer or a subscriber to your guests address book. We only sync the address for these contacts. However, if you have guests who are also registered customers then they will have the additional contact data fields populated here. FAQ Why don't I have any address books to select from in the dropdown? You need to make sure you have saved and valid API credentials. Important Editing any of your data mapping settings after you already have contacts synced to dotmailer will reset all of your contacts in Magento to re-sync with the new corresponding contact data fields. Summary As standard, the normal synchronisation process will only synchronise your customers' and subscribers' addresses. However, the connector provides you with the ability to map other key retail information that you store on contacts from your Magento website to your dotmailer account. This can be general customer information, which includes title, customer ID, first name, last name, etc., including the total number of reviews a customer has left and the date they last left a review. Note: the full contact data field information outlined below will only sync for your registered customers. Contacts who are subscribers or guests will be limited to having just an address, website and store name synced to dotmailer. Subscriber status can also be mapped, enabling you to send relevant dynamic content based on whether a customer is subscribed or not.

20 Page 20 Furthermore, you can map address and sales information, including a customer's last quote ID, enabling you to send relevant product recommendations as dynamic content based on a customer's last abandoned basket/cart. In addition to this, customer trend data can be synced and mapped, such as most frequent day/month of purchase and most purchased category/brand. Custom Magento attributes can also be added and then mapped to dotmailer contact data fields. If you integrate with Sweet Tooth, then you can also map a customer's Sweet Tooth rewards information to your dotmailer contact data fields. Steps for mapping to contact data fields To do this, follow these steps: 1. Create the relevant contact data fields ( you require in your dotmailer account. 2. From System > DOTMAILER, select Data Mapping. 3. From the available dropdown list next to each of your Magento fields, select the dotmailer contact data field you want to map to.

21 Page Click Save Config in the top right when satisfied with your mappings. Magento will then confirm that the settings have been saved. The next time your scheduled synchronisation runs, these contact data fields will be included and mapped to. Adding new custom attributes You can also add any custom attributes that you've created in Magento for capturing customer information and map this to your dotmailer contact data fields. To do this, click on Add New Attribute under 'Custom Attributes'. Dropdowns will then become available to select your custom 'Attribute' and accompanying 'DataField' to map to. Choose these as appropriate. After adding one, you can add further new custom attributes, as well as delete any, with the buttons provided. Once happy with your new custom attributes and mappings, click Save Config in the top right. Creating a new contact data field It could be that you don't have an appropriate existing contact data field to map an attribute to in your dotmailer account. In which case, you have the ability to create a new dotmailer contact data field within the connector, which saves you from having to go off to dotmailer to create it. Click on Create Data Field at the foot of the page. It will expand so you can enter your new contact data field name, select a contact data field value type from the dropdown list, enter a default value if you wish to (useful for campaign personalisation purposes), and choose the visibility of the field.

22 Page 22 Remember - make sure you select the appropriate data field type to match the sort of data that is going to be stored in the new data field: string, numeric, date or Boolean (true/false or yes/no). When happy, click Create New Data Field. The new data field will be created in your dotmailer account and will subsequently be available to map to your Magento fields from the dropdown list. Alternatively, an automapping function for contact data fields is available in System > Configuration > DOTMAILER > Developer (covered in Automap data fields (under 'Admin Tasks' in 'Sync Settings') on page 15). Data field definitions The definitions for the data fields are as follows: Customer Information Title - The customer's title. Customer ID - The Magento database ID for a customer. First Name - The customer's first name. Last Name - The customer's last name. D.O.B - The customer's date of birth. Gender - The customer's gender. Account Created Date - The date/time the customer's account was created. Last Logged In Date - The date/time the customer last logged into their account. Customer Group - The customer group the customer is currently assigned to. Customer Review Count - The number of approved reviews the customer has left. Last Review Date - The date of the customer's last approved review. Subscriber status - The customer's subscriber status as taken from 'Newsletter Subscribers'.

23 Page 23 Address Billing Address Line 1 - The customer's default billing address line 1. Billing Address Line 2 - The customer's default billing address line 2. Billing State/Region - The customer's default billing state/region. Billing City - The customer's default billing city. Billing Country - The customer's default billing country. Billing Zip/Postcode - The customer's default billing zip/postcode. Billing Telephone - The customer's default billing telephone. Delivery Address Line 1 - The customer's default delivery address line 1. Delivery Address Line 2 - The customer's default delivery address line 2. Delivery State/Region - The customer's default delivery state/region. Delivery City - The customer's default delivery city. Delivery Country - The customer's default delivery country. Delivery Zip/Postcode - The customer's default delivery zip/postcode. Delivery Telephone - The customer's default delivery telephone. Sales Total Number of Orders - The number of orders the customer has placed as a customer. The orders used in the calculation can be configured in the 'Data Fields' section in 'Configuration'. Average Order Value - The average order value of the customer's orders. The orders used in calculation can be configured in the 'Data Fields' section in 'Configuration'. Total Spend - The total value of the customer's orders. The orders used in calculation can be configured in the 'Data Fields' section in 'Configuration'. Last Purchase Date - The date of the last order the customer placed as a customer. Last Increment ID - The friendly order number of the customer's last order. Total Refund - The total amount the customer has had refunded via Magento. Most Purchased Category - The category a customer has most frequently purchased from based on their history. If there's no clear winner then the category with the highest spend wins. Most Purchased Brand - The brand a customer has most frequently purchased from based on their history. If there's no clear winner then the brand with the highest spend wins. The attribute used to define brand can be altered in the 'Data Fields' section in 'Configuration'. Most Frequent Day of Purchase - The most frequent day of the week the customer makes an order on. If there's no clear winner then the day with the highest spend wins. Most Frequent Month of Purchase - The most frequent month of the year the customer makes orders in. If there's no clear winner then the month with the highest spend wins. First Category Purchased - The first category the customer purchased from. If the order contained multiple categories then the highest value category wins. Last Category Purchased - The last category the customer purchased from. If the order contained multiple categories then the highest value category wins. First Brand Purchased - The first brand the customer purchased from. If the order contained multiple brands then the highest value brand wins. The attribute used to define brand can be can be altered in the 'Data Fields' section in 'Configuration'. Last Brand Purchased - The last brand the customer purchased from. If the order contained multiple brands then the highest value brand wins. The attribute used to define brand can be altered in in the 'Data Fields' section in 'Configuration'.

24 Page 24 System Values These values need to be mapped for all of the URLs within the 'Dynamic Content' section to work. These data fields only get updated via the connector as and when an is triggered that requires the values to be populated with the corresponding data for the . Website name - The website the contact originated from. Store name - The store name the contact originated from. Last Order ID - The database ID of the last order the customer placed. Last Quote ID - The database ID of the last quote the customer had. Abandoned Product Name - The most expensive product's name for the current abandoned cart. FAQ The dropdowns to map to dotmailer contact data fields is empty. Why is that? You need to ensure you have valid and saved dotmailer API credentials ( Why do I only have a couple of contact data fields to pick from? You need to create corresponding contact data fields in your dotmailer account.

25 Page 25 Summary The connector allows you to send abandoned cart s to both your customers and guests of your website. Each type of site visitor can receive three different s scheduled for different times, each with different content. Using dotmailer's external dynamic content function ( you have the ability to include the contents of their cart within the s you send. Our abandoned carts functionality works via an analysis every five minutes of quotes in the core Magento quotes table. In this table, your visitor's last modified date is within the time settings you have set and contains an address or one associated to a registered customer. It is important to note that this functionality will not work if you are not using the default Magento quote functionality. We allow you to set up to three s to be triggered when a cart is abandoned, and you are also allowed to set up different s for customers and guests. In addition to this, as per all of our features, you can configure different settings per website. Please note that the external dynamic content URL for abandoned carts can be found under 'Abandoned Carts' in the 'Dynamic Content' section of the connector (read more in Dynamic content Getting started on page 35). Steps to enable abandoned cart s To do this, follow these steps: 1. Create the campaigns you wish to send as abandoned cart s within your dotmailer account. 2. In System > Configuration > DOTMAILER > Abandoned Carts, select whether you are setting these up for Customers or Guests. 3. Enable the amount of abandoned cart s you require, set the time delay for the sending of the s after the cart is abandoned, and then select the relevant campaign you created in step 1 from the 'Campaign To Send' dropdown list.

26 Page Click Save Config in the top right. Magento will then confirm that the settings have been saved. Your abandoned cart s will send accordingly. Adjusting abandoned carts limit The ability to adjust abandoned carts limit is found in the 'Abandoned carts' section in System> Configuration > DOTMAILER > Configuration. You can restrict the sending of an abandoned cart to a contact if they've already received a previous one within a set amount of hours. This avoids overloading contacts' inboxes if they do tend to have a habit of regularly abandoning their carts. Select from options between 1 to 240 hours and click Save Config once happy with the setting. Summary Enabling the easy capture functionality will allow you to capture your site's user's addresses when they haven't fully completed your checkout process or newsletter sign up process. This will mean you'll still be able to send them an , re-engage, and potentially get them to complete their order or newsletter subscription. It is accessed by going to System> Configuration > DOTMAILER > Configuration > Abandoned Carts.

27 Page 27 Easy capture (checkout) Enabling this updates Magento with a user's address at the point of them leaving the address field of your checkout process. This is particularly useful if you have a single page checkout process (meaning you don't have the ability to capture an address via submission on a previously completed page). If a single page checkout is abandoned, then you're still able to send an abandoned cart thanks to the easy capture functionality. Easy capture (newsletter) Enabling this updates Magento with a user's address at the point of them leaving the address field of your newsletter sign up process. This is particularly useful if you have a single page newsletter sign up process (meaning you don't have the ability to capture an address via submission on a previously completed page). If a single page sign up process is abandoned, then you're still able to send an thanks to this easy capture functionality. Summary The 'link to cart' functionality adds an additional link to the external dynamic content block used in abandoned cart s to display an abandoned cart's contents. Where possible, the link will take the recipient right back to where they left off on your website - but this isn t always the case. The different behaviours when the link is clicked are as follows: Registered customers who are logged in will be taken straight back to their cart. In doing so, we evaluate the contents of the customer's current quote and any missing items from the abandoned cart that are no longer in the customer's current cart (if they have one on the go) will be re-added. Registered customers who aren t logged in will be taken to the customer login page and, once logged in, they will be taken to their cart but their cart doesn t get completed with missing items from their current quote. Guests with a session that s still active will be taken straight back to their cart.

28 Page 28 Guests who no longer have an active session will be taken straight back to an emptycart. Enabling link to abandoned cart You can enable a link to an abandoned cart using the 'Link To Cart Enabled' dropdown in System > Configuration > DOTMAILER > Configuration > Abandoned Carts. In addition to enabling the feature, we also allow you to customise the wording of the link that shows with the external dynamic content block. The default wording is 'Take me to my basket'. It is also assumed that your site's cart URL is using the default cart URL - /checkout/cart. However you may have needed to edit this for some reason, so you can also specify the new path if this is the case. Another assumption is that your site's login URL is using the default login URL - /customer/account/login. However, you may have needed to edit this too, so you can also specify the new path if this is the case.

29 Page 29 Summary The connector allows you to automate messaging to visitors to your online store. Program enrolment actions You can enrol contacts into a specific automation program, as created in dotmailer's program builder ( based upon the following actions: Becoming a new customer Becoming a new subscriber Creating a first order as a customer or guest Creating an order as a customer Creating an order as a guest Submitting an approved review Creating a new wishlist This means all of these types of contacts can become instantly engaged with tailored programs and will receive your targeted campaigns, offers and promotions automatically and seamlessly. In addition, you can choose to enrol contacts into programs based upon a change in order status. Other types of automation You can also enable and configure the automated sending of review s (see Review request section on page 31), integrate with Feefo (if you have an account), and send SMS order status notifications. Summary You can choose to enrol contacts into automation programs that you have set up in your dotmailer account. These enrolments could happen, for instance, when certain visitor actions take place on your site or when a contact's order status changes. Access automation settings by going to System > Configuration > DOTMAILER > Automation.

30 Page 30 Steps to add contacts to a program Via a visitor action To do this, follow these steps: 1. Create the program or programs you wish to enrol a various type of contact into within your dotmailer account. 2. Select Visitor action automation enrolment. 3. From the associated dropdown lists, select the appropriate program into which you wish to enrol the various types of contacts. 4. Click Save Config in the top right. Magento will then confirm that the settings have been saved. From now on, these types of contacts will be enrolled into the program or programs you've selected and will receive campaigns accordingly. If you have decided to enable the new customer and/or new subscriber program enrolment then you're more than likely wanting to disable the default Magento s that get sent when these actions happen. Magento as default does not allow this functionality. However, within our extension under System > Configuration > DOTMAILER > Configuration > Admin we provide an option to disable them. Via an order status change To do this, follow these steps: 1. Again, create the program or programs you wish to enrol a various type of contact into within your dotmailer account. 2. Select Order status automation enrolment. 3. Select the order status type from which you'd like to enrol upon.

31 Page Choose the automation program you'd like to enrol contacts into for this order status type. 5. Click Save Config in the top right. Magento will then confirm that the settings have been saved. From now on, contacts with this order status type will be enrolled into the program selected and will receive campaigns accordingly. 6. Click on Add New Enrolment to create more order status type enrolments. FAQs I don't seem to have any programs to select from. Why is that? This could either be because your API credentials are invalid or you have not yet set up a program in your dotmailer account. Find out about setting up programs over on dotmailer s knowledge base - How frequently do you enrol contacts into automation programs? The feature works by batching and enrolling contacts into programs every 15 minutes. Summary The connector allows you to send review trigger s based on a selected amount of days' delay after an order reaches a certain status type. Additionally you can configure settings such as the option to include an anchor on external dynamic content links, which will take customers directly to your review form for filling in. You can also integrate with Feefo - the global feedback engine. Please note that the external dynamic content URL for reviews can be found under 'Reviews' in the 'Dynamic Content' section of the connector (read more in Dynamic content Getting started on page 35). Steps to enable and configure review settings To do this, follow these steps:

32 Page Create the campaigns you wish to send as review s within your dotmailer account. 2. Go to System > Configuration > DOTMAILER > Automation > Review Reminder Settings. 3. Enable review s from the 'Enabled' dropdown. 4. Select the order status type upon which you'd like to base the trigger of a review to customers. 5. Set a delay period (in days, ranging from one to a maximum of 90); the review will then be sent that number of days after the selected order status type occurs. 6. Select the relevant campaign you created in step 1 from the 'Campaign To Send' dropdown list. 7. In the field 'Reviews Anchor', you can provide the anchor used on your product pages for reviews; this allows customers clicking on the external dynamic content links of purchased products in your review to be taken directly to your review form. 8. Click Save Config in the top right. Magento will then confirm that the settings have been saved. Your review s will send accordingly. Summary Exclusion rules can be created to exclude abandoned cart and review s being sent under certain conditions. A rule is made up of a condition (e.g. subtotal) followed by a condition (e.g. 'is less than) and ending with a value (e.g. like a numerical one such as 10). Conditions are attributes and rules are made up with a condition followed by a value.

33 Page 33 Your created rules are listed under the ' Exclusion Rule(s)' page, where the ID is given, the rule's name, the rule's type, it status, when it was created, when it was last updated, and the website the rule applies to. How to create an exclusion rule Go to Marketing Automation > Exclusion Rules and click on Add New in the top right to create a new rule. Firstly, you need to add the rule information. This consists of a rule name, so you know what the rule is or does, what type of rule it is - abandoned cart or review exclusion rule, the status of the rule - active or inactive,and which website the rule applies to. Lastly, click on Conditions in the side panel to add your conditions, and then click Add New Condition. You can add a single condition or multiple conditions, of which 'all' can be set as needing to match,, or just 'any' of the multiple conditions need to be matched. In the example below, the subtotal attribute must be less than a value of 10 in order to exclude the contact from being sent an abandoned cart .

34 Page 34 Click Save and your rule will appear under ' Exclusion Rule(s)'. Click on it to edit it. Click on the Delete button to delete a rule.

35 Page 35 Using external dynamic content URLs Please remember - using any of the external dynamic content URLs effectively creates a normal page request to your site. When these URLs are dynamic (e.g. they contain an address variable) and you send a bulk to 50,000 contacts, dotmailer will be making 50,000 web requests to your site during the send. Depending upon your infrastructure, you may want to either throttle the send or use a non-dynamic URL. Summary The connector allows you to take full advantage of dotmailer's external dynamic content feature ( enabling you to send s full of relevant content to your customers, keeping them engaged, informed and interested, and helping you to vastly improve your ROI. You can send all sorts of various external dynamic content, including abandoned carts, review requests, unique coupon codes and product recommendations. These recommendations can be based on a contact's most recent order, or their most recently abandoned cart, or their wishlist. Access dynamic content settings by going to System > Configuration > DOTMAILER > Dynamic content. External dynamic content URLs Listed under the 'Passcode' section are all of the external dynamic content URLs you can use within your campaigns, pulling through the relevant content for the customer or guest from your Magento store into their . These break down into seven sections: Abandoned carts - includes the abandoned cart content of a customer or guest of your site. Please note: As of the v4.0.0 release, the external dynamic content link uses the last quote ID rather than address, ensuring better performance and increasing reliability for Magento stores with a multi-website setup. You will need to ensure you've updated this external dynamic link within any existing campaigns using this. Reviews - includes the content of a customer or guest's last order, requesting a review for it Coupon codes - integrating with Magento's promotional rule builder, this allows you to insert uniquely generated coupon/voucher codes for each individual customer Order recommendations - provides dynamic product recommendation content based on a customer or guest's most recent order

36 Page 36 Cart recommendations - provides dynamic product recommendation content based on a customer or guest's most recently abandoned cart Product recommendations - provides general dynamic product recommendation content based on best sellers, most viewed, products you're pushing and those recently viewed by the customer or guest. You can optionally add a category ID or category name to the end of the 'Best Sellers' and 'Most Viewed' URLs so that these products are taken from a specific category of your site, as opposed to being site-wide. Wishlists - includes the content based on a customer's wishlist, whilst related, upsell and cross-sell product content based on the wishlist can also be pulled in All external dynamic content URLs are also responsive when used within a responsive campaign, meaning they will look good on any device. Furthermore, all external dynamic content URLs will return a 204 response code if no data is found for a contact. These are then recorded for a campaign in the ' skipped' report ( which is available in the reporting overview screen in dotmailer. Dynamic products This area enables you to set the display configuration for 'Wishlist', 'Reviews', 'Related Products', 'Up Sell Products', 'Cross Sell Products', 'Best Sellers', 'Most Viewed' and 'Recently Viewed' dynamically pulled into your associated product recommendation s.

37 Page 37 The display type can be altered via a dropdown between a grid or list view, whilst the amount of items to display can also be altered too. However, in terms of 'Reviews', there is simply the choice between a grid or list view of the products making up the contact's last order. 'Best Sellers' and 'Most Viewed' contain an extra option to alter the time period from which these product recommendations are taken against - daily, weekly or monthly. FAQs How are products selected/ordered in external dynamic content blocks when they're associated with multiple products? If an order or quote has more than one product in it then one recommendation per product is pulled in, beginning with the most expensive and looping through the products until the recommendation block is complete. What if a recommendation is a product already within the order/quote? We ensure we never show duplicate products. What if a recommendation is out of stock? We ensure we never show out-of-stock products or products with the display settings as hidden or disabled.

38 Page 38 Summary In addition to the dynamic recommendations that can be pulled into s based on what a customer has previously purchased, or is about to purchase, you can also pull in your website's best sellers and most viewed products. You can find the URLs for this dynamic content in System > Configuration > DOTMAILER > Dynamic Content > External Dynamic Content URL's. How to set up best sellers/most viewed The products displayed within these dynamic content blocks makes use of the default Magento 'Bestsellers' and 'Most viewed' products reports, which can both be found in Reports > Products. You also have the option to configure what time period we select these products over. This is done with the following dropdowns: It's important that you've viewed the products and best sellers reports to ensure any products that could be returned over the selected time period remain enabled and in stock. Remember to click Save Config after making any changes. Filter by category In addition to pulling in content based on the selected time period, you are also able to filter these reports by adding a category ID to the end of the URLs we provide. This means, for example, you can ensure you only send the best sellers of your men's catgeory to your male contacts.

39 Page 39 Summary Using our coupon codes external dynamic content URL allows you to include unique, single-use coupon codes within any you want to. This will allow you to incentivise your contacts with coupon codes without the risk of the codes being shared and abused. Setting up coupon codes Firstly you need to create a valid shopping cart price rule in Magento. This can be found in Promotions > Shopping Cart Price Rules. When creating a new rule, you need to ensure you select that a specific coupon must be used and you want to use auto generation. Once this is done and you have set up the rule, including the conditions and actions if required, you need to save the rule and then copy its ID. This can be found here:

40 Page 40 You can then insert the coupon code URL we provide (which is found by going to System > Configuration > DOTMAILER > Dynamic Content) into your dotmailer campaign and replace the part of the URL that says [INSERT ID HERE] with the ID you copied. You can also set an expiry for the coupon in the URL. This is done by replacing the part of the URL that says [INSERT NUMBER OF DAYS HERE] with a number. Therefore, if you insert the number 30 there, then the coupon code will expire after 30 days and will no longer work if used during a checkout after that time. The expiry countdown begins when the contact first clicks on the coupon code URL to generate their coupon code. Entering 0 will result in setting no expiry time at all. FAQs What does the format of the coupon codes look like and can it be changed? The coupon codes we generate are always in the format of AAA-AAA-AAA and can't be changed.

41 Page 41 Can I alter the font and style of the coupon codes you generate? You certainly can - find out more in the Styling options section on page 44. Summary You can set the configuration for dynamic content to display manual product recommendations that you decide upon and that aren't generated by any other category or parameters. Access manual product recommendation settings by going to System > Configuration> DOTMAILER > Dynamic Content. Setting up manual product recommendations The products that you wish to manually push need to be entered as comma separated product IDs under 'Products'. Use the product picker to easily find, select and enter product IDs. Firstly, click on Choose Products to open the picker. Upon selecting the products you want, their IDs will automatically populate within the 'Products' field.

42 Page 42 Fallback products It's useful to have fallback products ready should any products due to go into your s be unusable, thus they can be replaced. Once again, these fallbacks need to be entered as comma separated product IDs under 'Products'. The product picker is available here for your convenience. Remember to click Save Config after making any changes. Summary You can set set up and adjust security for your dynamic content, such as a passcode to be sent with dynamic content requests (recommended) and the ability to restrict the IP addresses for which dynamic content URLs will display.

43 Page 43 Implementing and adjusting security settings Passcode Go to System > Configuration > DOTMAILER > Dynamic Content and click on External Dynamic Content URL's, where it is firstly recommended to set a passcode. This will ensure basket contents and coupon codes can only be viewed if that passcode is sent with the external dynamic content request, adding security. Dynamic pages IP restriction In addition to all our URLs requiring the above passcode included, you can also manage the list of requesting IP addresses that these URLs will display for when requested from them. The 'Dynamic Pages IP Restriction' section is found in System > Configuration > DOTMAILER > Developer.

44 Page 44 As a default, we include the three IP addresses ( , , ) that dotmailer sends requests from when sending s to pull in this content, but for testing purposes you may want to add your office IP so you can view these URLs directly in your browser. Important When adding an IP address to this list, you need to leave a space after the comma that separates it from the last IP address in the list. Without it, your external dynamic content won't work. Removing all IPs from this box and clicking Save Config will completely disable the IP verification on these pages (for v5.3.0 and above). This is not recommended, however. Summary You can apply the styling of your choice to all of the dynamic content pulled out of your Magento site. This section can be found in System > Configuration > DOTMAILER > Configuration > Dynamic Content Styling. Applying dynamic content styling Simply enter your styling (example below) in the box provided. Additionally you can edit the product link text by entering it in the 'Product Link Text' field provided. Default text will be used if nothing is entered here.

45 Page 45 Furthermore, you can set the font colour, font size and style for the product name, product price and product link. You can also set the font and background colour which will apply to the whole document containing your dynamic content, as well as being able to choose the font colour, font size and style for any other text that is in the document. Coupon codes can have their font colour, font size, style, font and background colour applied.

46 Page 46 Once happy, click on Save Config to apply the dynamic content styles. FAQ I would like to style the dynamic content beyond what is provided by these options - is this possible? Yes - but your developer will be required to create new template files and override our theme with them.

47 Page 47 Transactional needs to be enabled To be able to use transactional s in the connector, you'll firstly need to ask your dotmailer account manager to enable dotmailer's transactional service within your account. Summary With the connector, you can make use of dotmailer's transactional service to send, manage and track all of your transactional s. By doing this, you'll be benefiting from dotmailer's high deliverability rates and reporting and analytic tools. For more information and guidance about dotmailer's transactional service, read Using transactional over on dotmailer s knowledge base - Using dotmailer's transactional The Magento integration uses the simple sending method of SMTP and is purely a delivery mechanism for all the transactional s you already have set up in Magento under System > Transactional s. dotmailer doesn't provide any ability to edit, manipulate or design any of your transactional s. By using dotmailer's transactional service, you benefit from not only improved deliverability of your transactional s but also greater visibility and insight into the sends, opens and clicks for these communications. Setting up After creating a transactional user in dotmailer ( Using-transactional- #create), you'll need to add the address ('Username' in the connector) and password to the connector's 'Transactional s' section.

48 Page 48 Once happy, click Save Config and, provided all the details are correct, you'll be set up in the connector. Before you start sending your transactional , there are two more points to consider: All transactional s sent from dotmailer must use a custom from address ( that's already been set up in your dotmailer account. If the from address set up in Magento doesn't exist in dotmailer then we'll alter the transactional 's from address to your account's default from address. It's also important to have set the 'unknown mail forward' on the from addresses you use in dotmailer ( to ensure that any replies to your transactional s are forwarded on.