LICENTIA. Nuntius. Magento Marketing Extension REVISION: THURSDAY, NOVEMBER 1, 2016 (V )

Transcription

1 LICENTIA Nuntius Magento Marketing Extension REVISION: THURSDAY, NOVEMBER 1, 2016 (V )

2 INDEX About the extension... 6 Compatability... 6 How to install... 6 After Instalattion... 6 Integrate in your store... 6 Introduction... 7 Extension Configuration... 8 Interests Subscribers Import subscribers Add new Detailed information Mass Actions Templates Campaigns New Campaign Reports Coupons Widget Autoresponders New Autoresponder Autoresponder Expected litefime Reached Multi-Level Automation Follow Up s A/B Campaigns Variables Goals Reports Message errors Basic Stats Coupons Campaigns Conversions Segments Conversions / 41

3 Customer Group Changes Campaigns Links Autoresponders Campaigns / 41

4 LIST OF FIGURES Figure 1 Extension Configuration... 8 Figure 2 - Configuration Import... 9 Figure 3 - Interests List Figure 4 - Interests Add Figure 5 - Subscribers Listing Figure 6 - Subscribers Import Figure 7 - Subscribers Add Figure 8 - Subscribers - Info Figure 9 - Senders Listing Figure 10 - Senders Add Figure 11 - Templates Listing Figure 12 - Templates New Figure 13 - Campaigns - List Empty Figure 14 - Campaigns New General Figure 15 - Campaigns Recurring Figure 16 - Campaigns Content Figure 17 - Campaigns Added Figure 18 - Campaigns - List Running Figure 19 - Campaigns Edit Figure 20 - Campaigns - Reports Summary Figure 21 - Coupons Add Figure 22 - Recommendation widget Figure 23 - Autoresponders List Figure 24 - Autoresponders New Figure 25 - Autoresponder Settings Figure 26 - Follow Up New Figure 27 - Follow Up List Figure 28 - Split Campaigns Add / 41

5 Figure 29 - Split Campaigns - Sending test Options Figure 30 - Split Campaigns List Figure 31- Variables List Figure 32 - Variables - Add Form Figure 33 - Goals - Add Figure 34 - Goals Listing / 41

6 ABOUT THE EXTENSION COMPATABILITY This extension is compatible with Magento 1.5 and up. However, coupons integration only works with versions 1.7+ HOW TO INSTALL 1. Download the file from your order 2. If you are using Magento Compiler, please disable it. 3. Unzip it and then upload the contents of the folder "nuntius" to your FTP server. 4. Clear your store cache 5. You may need to logout and login again in order to access some parts of the extension 6. If you were using Magento Compiler, you can now re-compile and enable 7. If you have any issue open a support ticket by sending an to support@licentia.pt. AFTER INSTALATTION After a successful installation, go back to your store admin panel and you will see a new top menu named " Marketing". After the initial setup, this is where you will be spending your time. INTEGRATE IN YOUR STORE If you have your newsletter subscription form on the left sidebar, the replacement should occur automatically. If you have placed it elsewhere, you may need to change it, if you want to use "Interests". If you do not want to use "Interests", you can skip these instructions. Here is the xml you need: <reference name="left"> <block type="newsletter/subscribe" name="left.newsletter" template="nuntius/form.phtml"> <block type="nuntius/subscribe" template="nuntius/subscribe.phtml" name="customer.form.newsletter.extra"/> </block> </reference> Change the value of the attribute "name" in the "reference" node to match your store. 6 / 41

7 INTRODUCTION It's not all, but almost. After the installation you will be doing a lot of stuff inside the top menu " Marketing". There is a configuration section in "System/Configuration/Nuntius Marketing". These are the submenus you will find in the extension menu Campaigns Autoresponders Follow Ups A/B Campaigns Subscribers Interests Goals Templates Senders Support Reports o Campaign Errors o Basic Stats o Coupons o Campaign Conversions o Customer Group Changes o Autoresponders Campaigns o Campaigns Links Let's take a closer look at each one. Note: This extension supports Magna Customer Segmentation. You will find references in this manual regarding segments and sending campaigns to segments. Segment options are only available when Licentia Magna Customer Segments extension is installed 7 / 41

8 EXTENSION CONFIGURATION Before you can work with the extension, you must configure your SMTP server details. Go to "System/Configuration/ Marketing/Configuration ". You will see a few blocks. Figure 1 Extension Configuration 8 / 41

9 Figure 2 - Configuration Import If you already use the Magento newsletter, you can import your existing subscribers to the new system. This process is only made once. Any future changes will be applied automatically. Now that we already have our extension configured, let's dig deep. 9 / 41

10 INTERESTS To manage interests, navigate to " Marketing / Interests". Interests goal is to let your subscriber to choose topics that he wishes to receive news about. Interests are assigned to a Store View, but each Interest in each Store View can have its own name and can be disabled. Interests are optional. Interests will show up automatically on user control panel and when a subscriber clicks on the Manage Subscription link in the campaign footer. Figure 3 - Interests List To add new interests simply click on the "New Interest" / 41

11 Figure 4 - Interests Add You will notice that you can have a Label per store view. This allows you to have the same interest in multiple languages. Choosing the option "Add Existing Subscribers" will force all your current subscribers to this Interest / 41

12 SUBSCRIBERS To see all of your existing subscribers go to " Marketing/Subscribers". If you have subscribers, your list will look something like this: Figure 5 - Subscribers Listing ID Subscriber internal ID Customer If the Subscriber is also a customer. If yes, you can click on the "Yes" to go to the customer page Name Subscriber's Name Subscriber's Status Subscriber current status. There are two possible statuses. Active and Unsubscribed. The reason why we keep unsubscribed records is in case the same user ever subscribes again. The previous data is not lost. You can always permanently remove the subscriber. s Sent The number of s sent to that specific subscriber s Views The number of views from the subscriber Bounces The number of message that could not be delivered to the subscriber. If this number is high, the account may not be in use anymore. You can unsubscribe the user. Conversions The number of purchases the subscriber has made after click on a campaign link. Conv. Amount The amount spent by this subscriber in order made after clicking in a campaign link IMPORT SUBSCRIBERS If you previous used another platform to send , you can import your current subscriber list into the extension. Click on the "Import Subscribers" button / 41

13 Figure 6 - Subscribers Import Please remember that the file to import must be a CSV file, utf8 encoded. These are the columns available for import store_id The id of the Store View firstname Subscriber First name lastname Subscriber Last Name Subscriber status Subscriber Status The field separator is used to specify which character separates columns in your file. Click import. After a successfully import, you will be redirected back to your subscribers listing. ADD NEW To add a new subscriber, click on the top right button "Add New" You will be redirected to a page with a form like this: Figure 7 - Subscribers Add This form is straightforward. Insert all required data and then click "Save" / 41

14 DETAILED INFORMATION You can see detailed information about a specific subscriber by click on the row he is. You will go to the edit page, but you will also see two new tabs on the left side. Conversions Detailed information about all conversion this subscriber has s Sent A list of all s sent to this subscriber Figure 8 - Subscribers - Info MASS ACTIONS When in your subscribers listing, you have the possibility to perform mass action on multiple subscribers. These actions are: Unsubscribe Will mark current subscriber status as 'unsubscribed'. No s will be sent to him Subscribe Mark status as 'active'. Delete Will delete a subscriber and all information related to him, including, conversions details, s, stats, etc. Please note that this information was collected by the extension and in no way deleting a subscriber will delete any other store data not directly related to this extension / 41

15 Senders You must configure at least one sender before sending s. This is a simple step, so let's do it right now. Go to " Marketing/Senders". Figure 9 - Senders Listing You should see an empty table, but if you already have senders, you will see a list. To add a new, click on the "Add Sender" button and you will see a form like this: 15 / 41

16 Figure 10 - Senders Add Although in theory you can define any as a sender, we strongly recommend you to use an from your domain configured in your SMTP server, otherwise your will most likely be considered SPAM / 41

17 TEMPLATES This extension supports templates, and they are very easy to use. Go to " Marketing/Templates" and you will see a list of your current templates. Figure 11 - Templates Listing To add a new, click "Add Template". Figure 12 - Templates New Now, when you creating/editing a campaign, autoresponder, A/B campaign or Follow Up you will have the possibility to load this template into the editor / 41

18 CAMPAIGNS Campaigns are a very powerful tool to engage your customers. This extension makes sure that happens. To list your campaigns go to " Marketing/Campaigns". You will see an empty table like this: Figure 13 - Campaigns - List Empty As you can see there are no campaigns, but we will change that in just a bit. First let's see what all those columns are. ID Internal ID. Campaign Name Campaign Internal Name. This is not the message subject. Deploy Date/Next Run The date when the campaign will be sent, or sent again, for recurring campaigns Status Current Campaign Status o Stand By The default status. Is waiting for the deploy date to arrive. o Running The deployment process has already begun, and the campaign is running. o Finished Campaign sent and won't be sent again, even for recurring. Last Run Last time this campaign was sent. This column is useful for recurring campaigns, where you can keep track of sending. Conversions The amount this campaign has generated in sales. Sent The number of messages sent/the total number of messages in this campaign U. Views Unique campaign views U. Clicks Unique campaigns clicks View A link to see campaign stats NEW CAMPAIGN To add a new campaign, click on the "New Campaign" button. You will see a form like this: 18 / 41

19 Figure 14 - Campaigns New General General tab: Internal Name A name for internal campaign identification Sender Campaign Sender Subject Message Subject Interests Subscribers Interests Subscribers Segments For which segments will this campaign be sent Multiple Segments behavior 19 / 41

20 Sending Options tab: Dynamic deployment Used to dynamically send campaigns to each subscriber taking in consideration previous campaigns and openings. Recurring Campaign If this campaign should run more then once. Deploy Date Date when this campaign should be sent More on Recurring campaigns If you change the option "Recurring" to other than "No" new options will appear. Something like this: 20 / 41

21 Figure 15 - Campaigns Recurring In this example we choose "Daily", but selecting any other option will give you a similar result. Unique recipient Select this option if you don't want this campaign to be sent to the same recipient more then once. This is especially useful when sending for segments. Run Around At what time should the campaign run First Run The date this campaign should first run End Date The last date this campaign should be sent Running Times How many times should this campaign run Content Tab: 21 / 41

22 Figure 16 - Campaigns Content If you have a template for this campaign, you can load it from the "Load Template" block. Simply choose the desired template and then click "Load Template". This extension adds a few new variables to the defaults ones by Magento. Click on the variables button the see them. The un-subscription link is mandatory in all campaigns. Now that we have everything filed, let's click "Save". Figure 17 - Campaigns Added You should see the new campaign success message, along with the campaign itself in the listing. The "Sent" column is very important because it will tell you how the current status of your sending. If you have thousands of subscribers, the system will break them in small lists and send a batch every five minutes / 41

23 Also if the s sent don't correspond to the number of s supposed to be sent, you will find in that column a link to manually fix the situation, either by trying again or removing the message. Figure 18 - Campaigns - List Running added. Now that the campaign is saved, click on it to enter edit mode, and to see what new tabs where Figure 19 - Campaigns Edit As you can see a few tabs where added to the left column. Children Campaigns This Option is only available if your campaign is recurring and lists all campaigns sent. Follow Up Queue Only available if your campaign has follow up s. Follow Up Sent Lists all follow up s campaigns sent. Conversions This tab lists all conversions made through this campaign Links Lists all campaign links and each link conversion Messages Archive Lists all messages sent by this campaign Messages Queue Lists all messages yet to send by this campaign Messages Errors Lists all errors occurred when sending messages. You also have the option in this tab to try and send the message again or delete it. REPORTS 23 / 41

24 This extension provides you with a series of reports that allow you to take key decisions based on that data. When you are in your campaigns list, click on the last column "View" link to open the report for that campaign. All information provided by reports is real time. Figure 20 - Campaigns - Reports Summary In the first page you will find a summary for your campaign and how did it do. Key information like conversions, opens, clicks and opt-outs are present in this panel. You can also find in the left tabs more information regarding the campaign. Information like countries, cities, applications, links and dates / 41

25 COUPONS This extension allows you to directly integrate your coupon generation by sending to each recipient a new coupon generated automatically. Coupons integration works on campaigns, follow up s and autoresponders. Before using this tool, you must have a "Shopping Cart Promo Rule". When in your editor, click on the "Insert widget" button and then choose " Marketing Coupon Code List". A window like this will appear Figure 21 - Coupons Add In the first field, please select the promo rule to be used by the widget. Filling the remaining fields should be easy, as they are the same option as the default in Magento. Only the last field is new. The "Force Match" option will only allow coupon usage if the order is the same as the recipient for the message. Ex. If you send a campaign to info@licentia.pt with a coupon code, only a customer with this will be able to use that coupon code. New codes are generated for each campaign, so you can use the same promo rule for multiple campaigns. Coupons can only be used once / 41

26 WIDGET This extension also provides a widget that can be used to display products to users, subscribe to Newsletter or not, that are based on each customer activity. The existing options are: Products Attributes o Lists products viewed by the customer that share the most viewed layered attribute. If a customer sees a lot of Nokia smartphones, recommended products will include all Nokia products Related Products from Last Completed Order o Lists all products that are related with products in last order. If I bought a smartphone and that smartphone had related products, those products will be displayed Related Products from Previous Completed Orders o The same as above, but for all previous orders Products in Abandoned Cart o Lists products in abandoned cart Categories Views o Lists products from the most viewed categories Wish list Items o Lists products in the customer wish list Product Views o Lists most viewed products from customer Recent Added o Lists most recent added products 26 / 41

27 Figure 22 - Recommendation widget Note regarding performance: This extension uses Magento log to select the appropriate products for each customer for the options: Product Attributes and Product Views. If you have large tables with millions of records, page loading may be affected. If you see that happening, one option is to increase cache lifetime / 41

28 AUTORESPONDERS Autoresponders are a great tool to use for customer engagement. To list your autoresponders, go to " Marketing/Autoresponders". You will see a list like this: Figure 23 - Autoresponders List ID The internal ID Event The event that will trigger the Name Autoresponder name Sends The number of times this event was triggered Conversions The number of conversions Conv. Amount The amount for the conversions Is Active? If the autoresponder is active or not From Date The initial date To Date The end date U. Views Unique Views U. Clicks Unique Clicks Campaigns View Autoresponder Campaigns Queue View Campaigns in queue NEW AUTORESPONDER To add a new autoresponder click "New Autoresponder". You will see a new page with a select menu with the following options: Campaign - Open Campaign - Clicked Any Campaign Link Campaign - Clicked Specific Campaign Link Search - New Product - New Tag Product - New Review Product - New Review on a Bought Product Product - Expected Lifespan reached (before) 28 / 41

29 Sales - New Abandoned Cart Appears Customer Signup Customer - Anniversary Customer - Login Customer - Last Activity Order Status changes (all status available) Order - New Order Order - Bought Specific Product In this example, will pick the "Search - New" option, but the usage principle is the same for everyone. Figure 24 - Autoresponders New Send Only Once - Will only send one to the same subscriber for this event. Cancellation triggers These are the events available that will cancel any schedule campaign for an autoresponder if before the campaign is sent, the selected event(s) occur. Schedule s Select the s to be sent for the autoresponder. Note that the Template comes from " marketing/templates". The last column is the campaign subject. Skip Days If the deploy date is on one of the selected days, push the deployment day to the next available. Assign customer Segment This will assign the subscriber to a segment 29 / 41

30 Figure 25 - Autoresponder Settings Name Autoresponder Name Sender Autoresponder Sender Segment Only send if the subscriber is from this segment Interests Send only to subscribers with selected interests Customer Groups Send only to specified subscribers in customer groups AUTORESPONDER EXPECTED LITEFIME REACHED This is a special and important event. What happens when the product the customer bought, reaches the expected lifetime cycle? If he bought a tonner, that tonner will eventually end. With this autoresponder you can automate the send of s to get the customer to re-buy. The product lifespan is defined by product in days. In the plugin configuration you can define the attribute that holds the lifespan value. Please note that the specified value will be ignored as soon the customer makes two purchases of the same product. In that case, the value used will be the timespan between purchases and not the specified value for the product. This way we make sure we increase the changes of conversion / 41

31 You can specify the products for this autoresponder or categories. MULTI-LEVEL AUTOMATION You can specify a variety of actions to be performed when a certain trigger is fired / 41

32 When you create a new autoresponder, the dark blue box appears automatically. You should drag elements in green on top of it. When you drag a box, a new window will appear so you can configure it. Please note that different actions have different options. You can drag actions from the green boxes on top of existing actions in blue / 41

33 FOLLOW UP S Follow Up s are sent after a specific campaign. To add a new Follow Up, we must have a campaign first in order to associate it. new. To see existing Follow Up go to " Marketing/ Follow Up s". The list is empty now, so let's add a First you need to enter campaign edit mode. This means you need to choose a campaign and edit it. You will see a button their with the label "+ Follow Up". Note that recurring campaign cannot have Follow Up s. Figure 26 - Follow Up New Internal Name it's the Follow Up name Active Follow Up Status Subject Message subject. Note that you can use the original campaign subject by using the tag {{subject}}. The Follow Up subject can be something like: Re: {{subject}} Send to subscribers that This options filters subscribers that should receive the Follow Up. Send after X days How many days after the campaign deployment should the Follow Up be send. Segment Send only to subscribers in this segment Message Here too, you can use the {{message}} tag to display the original message Figure 27 - Follow Up List 33 / 41

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35 A/B CAMPAIGNS Splits campaigns, or A/B campaigns are a great way to test subscriber's receptivity to a campaign. You can list your existing splits campaigns by clicking " Marketing/A/B Campaigns". To add a new click "Add Split Campaign" A new page will be loaded with a select option. In this select you must choose what you want to test: Sender Subject Message Sender + Subject + Message Sender + Subject Sender + Message Subject + Message After choosing an option, a new page will load with all the options. For this example we will choose "Sender + Subject" 35 / 41

36 Figure 28 - Split Campaigns Add Internal Name Name to be used internally. Active Campaign status Test Deploy Date This is the date when the test campaign will be sent Send General Campaign after X days How any days after the test campaign should the remaining s be sent Percentage s Send Test What is the percentage of s that should be sent in the test campaign How to determine the winner How will the system know what version is the winner Segment Send only to subscribers from this segment 36 / 41

37 Figure 29 - Split Campaigns - Sending test Options Because when we created this campaign we said we want to test Sender and Subject, this tab has, what is called, the version B for this campaign. When sending the campaign, the message will be the same in version A and B, sender and subjects will be different. When we click "Save" we are redirected to our listing page with the record we just added. Figure 30 - Split Campaigns List As stated by the picture above, we have three important columns that include results from both version A and B. Views, Clicks and Conversions. These values are real-time values. The last column will have a link to the resulting campaign. If you choose to manually determine the winner, you can edit the campaign and you will see two buttons: 1. Send Version A 2. Send Version B 37 / 41

38 VARIABLES This extension allows you to load extensions from any model present in Magento. Although this task can be complex, it can greatly improve your flexibility regarding campaigns customization. To view current variables, please navigate to Marketing &Variables Figure 31- Variables List You will find all variables present in this grid, in the variables list when you press the Insert Variable button from the editor. To add a new variable, click on Add New Variable button. Figure 32 - Variables - Add Form Code The variable code. Only letters, numbers and _. Name Variable Name. It will identify this variable when inserting from the variable window Default value If the record cannot be found or is empty. Model Choose from the models your store has. Load Model Using Subscriber: - If you want to use the or Customer ID from the subscriber. Please remember not all subscribers are customers, therefore the customer ID might be empty. Field Name What the column/attribute in the model that holds the value to match subscriber /customer ID Model Field The field/attribute to be returned and placed in the 38 / 41

39 GOALS Goals are a way to define objectives and see how good are you doing. Go to " Marketing/Goals" and you will see a list of current Goals and their status. If you list is empty, click "Add Goal". In the next page that loads you will have to define what type of goal do you want to track. Here is a list of options: Conversions - Global Conversions - Segment Conversions - Campaign Views - Global Views - Segment Views - Campaign Clicks - Global Clicks - Segment Clicks - Campaign Subscribers - Global Subscribers Segment If you choose an option that is not "Global", you will be able to define which Segment/Campaign do you refer to. In this example we choose "Conversions - Global" Figure 33 - Goals - Add Variation The variation in relation to the existing value. Valid values: 19 - Expects final number; Expects Final Number to be increased by 19; +20% - Expects Final Number to be increased by 20%; -9 - Expects Final Number to be decreased by 9; -20% - Expects Final Number to be decreased by 20% Name Goal's Name 39 / 41

40 Description Goal's Description Start Date End Date added. After saving the goal we are redirected back to Goal's listing, and we can see the record we just Figure 34 - Goals Listing Analyzing the above record, we are expected to reach an amount of 100 in conversions by the end of the month. Original Value The value before we define the goal. This value will be subtracted from the current value in order to determine status. Current Value The current value for our goal. This value is updated on a daily basis, but you can update it by clicking "Refresh Current Values". When the result column is "Running", the current value progress background will change color based on progress. o Red => Low completion o Orange => Medium o Green => High When the "Result" column is "Failed" the cell background will be black. If the Result is "Accomplished" the background color will be dark green. Expected Value The value to achieve. Result The Goal Status 40 / 41

41 REPORTS Most of the information here can be viewed on a campaign basis or subscriber basis. However, it's important to have a global perspective. MESSAGE ERRORS This extension will try to delivery every message three times. If after three attempts it still cannot be delivered, they will be listed here, so you can decide what to do: Try Again or Delete It. BASIC STATS Every day the extension will save global values for: Campaigns Subscribers Conversions Number Conversions Amount Views Clicks These values will be saved in history so you can have a global perspective of your performance. COUPONS In this report you can see what coupons have been generated by this extension and what coupons have been used. CAMPAIGNS CONVERSIONS Lists all your conversions filterable per campaign SEGMENTS CONVERSIONS Lists all your conversions filterable per segment CUSTOMER GROUP CHANGES Lists all group change from Segments, and gives you the possibility to manually revert any change CAMPAIGNS LINKS Lists all your campaigns links and gives information about conversions and clicks AUTORESPONDERS CAMPAIGNS Lists all campaigns created by autoresponders and gives some detailed information 41 / 41