LICENTIA Nuntius Magento Email Marketing Extension REVISION: MAY 25, 2015 (V1.8) Nuntius – Magento Email Marketing by Licentia 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 .................................................................................................... 11 Subscribers ............................................................................................... 12 Import subscribers ............................................................................................ 12 Add new ............................................................................................................ 13 Detailed information .......................................................................................... 14 Mass Actions ..................................................................................................... 14 Templates ................................................................................................. 16 Campaigns ................................................................................................ 17 New Campaign................................................................................................... 17 Reports .............................................................................................................. 23 Coupons .................................................................................................... 24 Widget ....................................................................................................... 25 Autoresponders ......................................................................................... 27 New Autoresponder ............................................................................................ 27 Autoresponder – Expected litefime Reached ....................................................... 29 Reminders ................................................................................................. 31 A/B Campaigns ......................................................................................... 33 Goals ......................................................................................................... 36 Reports ..................................................................................................... 38 Message errors .................................................................................................. 38 Basic Stats ........................................................................................................ 38 Coupons ............................................................................................................ 38 Campaigns Conversions ..................................................................................... 38 Segments Conversions ....................................................................................... 38 Customer Group Changes .................................................................................. 38 Campaigns Links ............................................................................................... 38 http://licentia.pt 2 / 39 Nuntius – Magento Email Marketing by Licentia Autoresponders Campaigns ............................................................................... 38 Transactional Emails .......................................................................................... 39 http://licentia.pt 3 / 39 Nuntius – Magento Email Marketing by Licentia LIST OF FIGURES Figure 5 - SMTP Configuration ......................................................................................................................... 8 Figure 7 - Configuration – Bounces .................................................................................................................. 9 Figure 8 - Configuration - Transactional Emails ................................................................................................ 9 Figure 9 - Configuration – Testing .................................................................................................................. 10 Figure 10 - Configuration – Import .................................................................................................................. 10 Figure 7 - Interests – List ................................................................................................................................ 11 Figure 8 - Interests – Add ............................................................................................................................... 11 Figure 11 - Subscribers – Listing .................................................................................................................... 12 Figure 12 - Subscribers – Import .................................................................................................................... 13 Figure 13 - Subscribers – Add ........................................................................................................................ 13 Figure 14 - Subscribers - Info ......................................................................................................................... 14 Figure 15 - Senders – Listing .......................................................................................................................... 15 Figure 16 - Senders – Add .............................................................................................................................. 15 Figure 17 - Templates – Listing ...................................................................................................................... 16 Figure 18 - Templates – New.......................................................................................................................... 16 Figure 19 - Campaigns - List Empty ............................................................................................................... 17 Figure 20 - Campaigns – New – General ....................................................................................................... 18 Figure 21 - Campaigns – Recurring ................................................................................................................ 20 Figure 22 - Campaigns – Content ................................................................................................................... 21 Figure 23 - Campaigns – Added ..................................................................................................................... 21 Figure 24 - Campaigns - List Running ............................................................................................................ 22 Figure 25 - Campaigns – Edit ......................................................................................................................... 22 Figure 26 - Campaigns - Reports Summary ................................................................................................... 23 Figure 27 - Coupons – Add ............................................................................................................................. 24 Figure 28 - Recommendation widget .............................................................................................................. 26 Figure 29 - Autoresponders – List................................................................................................................... 27 Figure 30 - Autoresponders – New ................................................................................................................. 28 http://licentia.pt 4 / 39 Nuntius – Magento Email Marketing by Licentia Figure 31 - Autoresponder – Settings ............................................................................................................. 29 Figure 32 - Reminders – New ......................................................................................................................... 31 Figure 33 - Reminders – List........................................................................................................................... 32 Figure 34 - Split Campaigns – Add ................................................................................................................. 34 Figure 35 - Split Campaigns - Sending test Options ....................................................................................... 35 Figure 36 - Split Campaigns – List .................................................................................................................. 35 Figure 37 - Goals - Add................................................................................................................................... 36 Figure 38 - Goals – Listing .............................................................................................................................. 37 http://licentia.pt 5 / 39 Nuntius – Magento Email Marketing by Licentia 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 email 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 email to [email protected]. AFTER INSTALATTION After a successful installation, go back to your store admin panel and you will see a new top menu named "Email 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. http://licentia.pt 6 / 39 Nuntius – Magento Email Marketing by Licentia INTRODUCTION It's not all, but almost. After the installation you will be doing a lot of stuff inside the top menu "Email Marketing". There is a configuration section in "System/Configuration/Nuntius – Email Marketing". These are the submenus you will find in the extension menu • Campaigns • Abandoned Cart Reminders • Autoresponders • Interests • Reminders • A/B Campaigns • Subscribers • Goals • Templates • Senders • 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 the Licentia Magna Customer Segments is installed http://licentia.pt 7 / 39 Nuntius – Magento Email Marketing by Licentia EXTENSION CONFIGURATION Before you can work with the extension, you must configure your SMTP server details. Go to "System/Configuration/Nuntius – Email Marketing". You will see a few blocks. Figure 1 - SMTP Configuration http://licentia.pt 8 / 39 Nuntius – Magento Email Marketing by Licentia The first block, pictured above, is used to configure your SMTP server settings. Fill all fields accordingly. If you have any doubts about these fields, please ask your hosting/service provider. The "Custom Message Headers" field is not related to your hosting/service provider and should only be used by specialists. If you don't know what Mail headers are, and their purpose, leave this field blank. Figure 2 - Configuration – Bounces This extension has support for email bouncing. This means, when you send a new campaign and form some reason the recipient server rejects the message, you will now, and subscriber's bounces number will be updated to reflect this situation. Now, please read carefully. Do not, allow me to repeat, do not use a bounce email for anything else. All emails in the bounce email inbox will be removed. Please create a new email account just for this purpose. Figure 3 - Configuration - Transactional Emails Transactional emails are your typical new order emails, comments, contact, etc. If you want, and we recommend you to do so, because it will increase the probabilities of your email reach the recipient inbox, you can enable this option and all emails sent by Magento will be sent using the SMTP server defined above. http://licentia.pt 9 / 39 Nuntius – Magento Email Marketing by Licentia Figure 4 - Configuration – Testing Before doing anything in this block, please make sure you have saved any previous changes you made. This block allows you to test your settings. A new email will be sent to the specified above using your SMTP settings. If you defined a Bounce Email, we will also try to connect to that inbox. Insert an email in the text field ant then click "Test Now". If everything went ok, you should see a green message on top. If not, you will see a red one. Please analyze the message carefully and make the necessary changes to fix the errors. Error messages shown here are the response by the SMTP server. If you have any questions regarding these messages please contact your service/hosting provider. Figure 5 - 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. http://licentia.pt 10 / 39 Nuntius – Magento Email Marketing by Licentia INTERESTS To manage interests navigate to "Email Marketing / Interests". Interests are optional. Figure 6 - Interests – List To add new interests simply click on the "New Interest". Figure 7 - 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. http://licentia.pt 11 / 39 Nuntius – Magento Email Marketing by Licentia SUBSCRIBERS To see all of your existing subscribers go to "Email Marketing/Subscribers". If you have subscribers, your list will look something like this: Figure 8 - 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 • Email – Subscriber's Email • Status – Subscriber current status. There are two possible statuses. Active and Unsubscribed. The reason whey 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. • Emails Sent – The number of emails sent to that specific subscriber • Emails Views – The number of email views from the subscriber • Bounces – The number of message that could not be delivered to the subscriber. If this number is high, the email 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 email link. • Conv. Amount – The amount spent by this subscriber in order made after clicking in a campaign email link IMPORT SUBSCRIBERS If you previous used another platform to send email, you can import your current subscriber list into the extension. Click on the "Import Subscribers" button. http://licentia.pt 12 / 39 Nuntius – Magento Email Marketing by Licentia Figure 9 - 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 • email – Subscriber Email • 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 forma like this: Figure 10 - Subscribers – Add This form is straightforward. Insert all required data and then click "Save". http://licentia.pt 13 / 39 Nuntius – Magento Email Marketing by Licentia 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 • Emails Sent – A list of all emails sent to this subscriber Figure 11 - 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 emails will be sent to him • Subscribe – Mark status as 'active'. • Delete – Will delete a subscriber and all information related to him, including, conversions details, emails, 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. http://licentia.pt 14 / 39 Nuntius – Magento Email Marketing by Licentia Senders You must configure at least one sender before sending emails. This is a simple step, so let's do it right now. Go to "Email Marketing/Senders". Figure 12 - 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: Figure 13 - Senders – Add Although in theory you can define any email as a sender, we strongly recommend you to use an email from your domain configured in your SMTP server, otherwise your email will most likely be considered SPAM. http://licentia.pt 15 / 39 Nuntius – Magento Email Marketing by Licentia TEMPLATES This extension supports templates, and they are very easy to use. Go to "Email Marketing/Templates" and you will see a list of your current templates. Figure 14 - Templates – Listing To add a new, click "Add Template". Figure 15 - Templates – New Now, when you creating/editing a campaign, autoresponder, A/B campaign or reminder you will have the possibility to load this template into the editor. http://licentia.pt 16 / 39 Nuntius – Magento Email Marketing by Licentia CAMPAIGNS Campaigns are a very powerful tool to engage your customers. This extension makes sure that happens. To list your campaigns go to "Email Marketing/Campaigns". You will see an empty table like this: Figure 16 - 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: http://licentia.pt 17 / 39 Nuntius – Magento Email Marketing by Licentia Figure 17 - 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 http://licentia.pt 18 / 39 Nuntius – Magento Email Marketing by Licentia Sending Options tab: • Dynamic deployment – Used to dynamically send email 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: http://licentia.pt 19 / 39 Nuntius – Magento Email Marketing by Licentia Figure 18 - 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: http://licentia.pt 20 / 39 Nuntius – Magento Email Marketing by Licentia Figure 19 - 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 unsubscription link is mandatory in all campaigns. Now that we have everything filed, let's click "Save". Figure 20 - 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. http://licentia.pt 21 / 39 Nuntius – Magento Email Marketing by Licentia Also if the emails sent don't correspond to the number of emails 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 21 - Campaigns - List Running Now that the campaign is saved, click on it to enter edit mode, and to see what new tabs where added. Figure 22 - 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. • Reminder Queue – Only available if your campaign has reminders. • Reminder Sent – Lists all reminders campaigns sent. • Conversions – This tab lists all conversions made trough 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. http://licentia.pt 22 / 39 Nuntius – Magento Email Marketing by Licentia REPORTS 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 23 - 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. http://licentia.pt 23 / 39 Nuntius – Magento Email Marketing by Licentia 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, reminders 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 "Email Marketing – Coupon Code List". A window like this will appear Figure 24 - 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 Email Match" option will only allow coupon usage if the email order is the same as the recipient for the message. Ex. If you send a campaign to [email protected] with a coupon code, only a customer with this email 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. http://licentia.pt 24 / 39 Nuntius – Magento Email Marketing by Licentia 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 • Products In Abandoned Cart o • Lists products in abandoned cart Categories Views o • The same as above, but for all previous orders Lists products from the most viewed categories Wishlist Items o Lists products in the customer whishlist • Product Views • Recent Added o o http://licentia.pt Lists most viewed products from customer Lists most recent added products 25 / 39 Nuntius – Magento Email Marketing by Licentia Figure 25 - 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. http://licentia.pt 26 / 39 Nuntius – Magento Email Marketing by Licentia AUTORESPONDERS Autoresponders are a great tool to use for customer engagement. To list your autoresponders, go to "Email Marketing/Autoresponders". You will see a list like this: Figure 26 - Autoresponders – List • ID – The internal ID • Event – The event that will trigger the email • 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 • 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) • Sales - New Abandoned Cart Appears • Customer – Signup • Customer - Anniversary • Customer - Login http://licentia.pt 27 / 39 Nuntius – Magento Email Marketing by Licentia • 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 27 - Autoresponders – New Send Only Once - Will only send one email 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 Emails – Select the emails to be sent for the autoresponder. Note that the Template comes from "Email 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 http://licentia.pt 28 / 39 Nuntius – Magento Email Marketing by Licentia Figure 28 - 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 emails 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. http://licentia.pt 29 / 39 Nuntius – Magento Email Marketing by Licentia You can specify the products for this autoresponder or categories. http://licentia.pt 30 / 39 Nuntius – Magento Email Marketing by Licentia REMINDERS Reminders are sent after a specific campaign. To add a new reminder, we must have a campaign first in order to associate it. To see existing Reminders go to "Email Marketing/Reminders". The list is empty now, so let's add a new. 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 "+ Reminder". Note that recurring campaign can not have Reminders. Figure 29 - Reminders – New • Internal Name – it's the reminder name • Active – Reminder Status • Subject – Message subject. Note that you can use the original campaign subject by using the tag {{subject}}. The reminder subject can be something like: Re: {{subject}} • Send to subscribers that – This options filters subscribers that should receive the reminder. • Send after X days – How many days after the campaign deployment should the reminder be send. • Segment – Send only to subscribers in this segment • Message – Here too, you can use the {{message}} tag to display the original message After adding the reminder, lets see how our Reminder list looks like http://licentia.pt 31 / 39 Nuntius – Magento Email Marketing by Licentia Figure 30 - Reminders – List http://licentia.pt 32 / 39 Nuntius – Magento Email Marketing by Licentia 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 "Email 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" http://licentia.pt 33 / 39 Nuntius – Magento Email Marketing by Licentia Figure 31 - 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 emails be sent • Percentage Emails Send Test – What is the percentage of emails 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 http://licentia.pt 34 / 39 Nuntius – Magento Email Marketing by Licentia Figure 32 - 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 33 - 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 http://licentia.pt 35 / 39 Nuntius – Magento Email Marketing by Licentia GOALS Goals are a way to define objectives and see how good are you doing. Go to "Email 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 34 - Goals - Add • Variation – The variation in relation to the existing value. Valid values: 19 - Expects final number; +19 - 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% http://licentia.pt 36 / 39 Nuntius – Magento Email Marketing by Licentia • Name – Goal's Name • Description – Goal's Description • Start Date • End Date After saving the goal we are redirected back to Goal's listing, and we can see the record we just added. Figure 35 - 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 http://licentia.pt 37 / 39 Nuntius – Magento Email Marketing by Licentia 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 can not 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 http://licentia.pt 38 / 39 Nuntius – Magento Email Marketing by Licentia TRANSACTIONAL EMAILS Lists all transactional emails sent by the extension. http://licentia.pt 39 / 39
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