Difference between revisions of "Queued Emails"

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<div class="btn btn-grey btn-back">{{#fas:arrow-left}} Back</div> <div class="btn btn-grey btn-admin">{{#fas:cog}} Administration</div>
 
<div class="btn btn-grey btn-back">{{#fas:arrow-left}} Back</div> <div class="btn btn-grey btn-admin">{{#fas:cog}} Administration</div>
 
<hr>
 
<hr>
−
<big>Coming soon to a Phoenix Cart near you!!</big>
+
==='''Queued E-mails'''===
 +
<big>'''New in CE Phoenix Cart v.1.0.9.6'''</big>
  
−
Phoenix Cart’s Queued E-mails is a powerful feature, unique to Phoenix Cart, that automates customer engagement effortlessly.
+
Phoenix Cart’s Queued E-mails system is a powerful and amazing feature, unique to Phoenix Cart, that automates customer engagement effortlessly, so helping store-owners to grow their online business.
  
−
This system automatically adds preconfigured e-mails to a queue and schedules a send date based on customer actions — or inactions — requiring no ongoing input from the store owner.
+
We're not aware of anything like it available in any other free e-commerce software.
  
−
Once set up, it’s virtually 'Set & Forget,' giving you seamless automation and saving valuable time while keeping full control in your hands.
+
This system adds preconfigured e-mails, complete with relevant customer specific data, to a queue and schedules a send date/time, all automatically!
 +
 
 +
E-mails and scheduled send date/times are based on customer actions — or inactions — requiring no ongoing input from the store owner.
 +
 
 +
Once set up, it’s virtually 'Set & Forget,' giving seamless automation and saving valuable time while keeping full control in the hands of the store owner.
 +
 
 +
All that is required from the store owner is to click one button to send all e-mails in the queue that are scheduled to go.
 +
 
 +
 
 +
----
 +
==='''Enable/Disable'''===
 +
The system can be enabled or disabled.
 +
 
 +
From admin go to '''Modules &rarr; Header Tags''' - select '''Queued E-mails''' - '''Edit''' - enable '''True''' or '''False''' as required and '''Save'''.
  
  
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----
 
----
  
−
 
+
==='''Outgoing Queue'''===
 
Click '''Queue''' to go to '''Outgoing Queue''' page.
 
Click '''Queue''' to go to '''Outgoing Queue''' page.
  
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[[File:queued-emails-queue.jpg|link=|1500px]]
 
[[File:queued-emails-queue.jpg|link=|1500px]]
 
</div>
 
</div>
−
 
  
  
 
----
 
----
  
−
 
+
==='''Outgoing E-mail Templates'''===
 
Click '''Templates''' to go to '''Outgoing E-mail Templates''' page to see this:
 
Click '''Templates''' to go to '''Outgoing E-mail Templates''' page to see this:
 
<div class="mainpage_box">
 
<div class="mainpage_box">
Line 44: Line 57:
 
----
 
----
  
 +
==='''Scheduler Modules'''===
  
−
There are 3 '''Scheduler Modules''' and their associated E-mail Templates built into Phoenix Cart and ready to use.
+
There are 3 Scheduler Modules and their associated E-mail Templates built into Phoenix Cart and ready to use.
  
 
<big>'''no_checkout'''</big>
 
<big>'''no_checkout'''</big>
  
−
If a customer registers but does not checkout, this e-mail will be automatically added to the '''Outgoing Queue'''.
+
If a customer registers but does not checkout, this e-mail will be added to the '''Outgoing Queue'''.
  
−
The e-mail will be automatically scheduled to send 10 days after registration if the customer does not check out during that time.
+
The e-mail will be scheduled to send 10 days after registration if the customer does not check out during that time.
  
−
It will be automatically be removed from the '''Outgoing Queue''' when it is automatically sent or if the customer checks out during that time.
+
It will be be removed from the '''Outgoing Queue''' when it is sent or if the customer checks out during that time.
  
 
<big>'''order_thanks'''</big>
 
<big>'''order_thanks'''</big>
  
−
When a customer checks out, this e-mail will be automatically added to the '''Outgoing Queue'''.
+
When a customer checks out, this e-mail will be added to the '''Outgoing Queue'''.
  
−
The e-mail will be automatically scheduled to send 4 hours after checkout.
+
The e-mail will be scheduled to send 4 hours after checkout.
  
−
It will be automatically be removed from the '''Outgoing Queue''' when it is automatically sent.
+
It will be be removed from the '''Outgoing Queue''' when it is sent.
  
 
<big>'''winback'''</big>
 
<big>'''winback'''</big>
  
−
When a customer checks out, this e-mail will be automatically added to the '''Outgoing Queue'''.
+
When a customer checks out, this e-mail will be added to the '''Outgoing Queue'''.
  
−
The e-mail will be automatically scheduled to send 90 days after checkout if the customer has not signed in during that time.
+
The e-mail will be scheduled to send 90 days after checkout if the customer has not signed in during that period.
  
−
It will be automatically be removed from the '''Outgoing Queue''' when it is automatically sent or if the customer signs in during that time when a new e-mail will be automatically added to the '''Outgoing Queue''' and scheduled.
+
It will be be removed from the '''Outgoing Queue''' when it is sent or if the customer signs in during that period when a new e-mail will be added to the '''Outgoing Queue''' and scheduled.
  
−
More '''Scheduler Modules''' are available in the Phoenix Cart Addons Library - click the Addons button at the top of the page.
+
More '''Scheduler Modules''' are available in the Phoenix Cart Addons Library.
 +
Go to '''https://phoenixcart.org/forum/app.php/addons/paid_addon/queued_emails/faq/16''' to see a list of those that are available.
  
  
 
----
 
----
  
−
 
+
==='''Preview E-mail Templates.'''===
−
<big>'''Preview E-mail Templates.'''</big>
 
−
 
 
 
Click on a Template in the table to select it.
 
Click on a Template in the table to select it.
  
−
To preview the e-mail, click <span class="btn-info">View This E-mail</span>
+
To preview the e-mail template, click <span class="btn-info">View This E-mail</span>
  
−
This will display the preview in a pop-up, for order_thanks as an example, you will see this:
+
This will display the preview in a pop-up, for '''order_thanks''' as an example, you will see this:
  
 
<div class="mainpage_box">
 
<div class="mainpage_box">
Line 90: Line 103:
  
  
−
Notice that within the text, there are '''{{MERGE_TAGS}}''' which will automatically insert relevant data into the e-mail.
+
Notice that within the text, there are '''<nowiki>{{MERGE_TAGS}}</nowiki>''' which will insert relevant data into the e-mail.
  
 
Note the helpful list of merge tags relevant to the e-mail and what data they will insert.
 
Note the helpful list of merge tags relevant to the e-mail and what data they will insert.
  
 +
For '''order_thanks''' as an example, you will see this:
 +
 +
<div class="mainpage_box">
 +
[[File:queued-emails-template-merge-tags.jpg|link=]]
 +
</div>
 +
 +
==='''Edit E-mail Templates.'''===
 +
 +
Click on a Template in the table to select it. Click it again to edit or click <span class="btn-yellow">Edit</span> button.
 +
 +
Make changes to '''Email Title''' and '''Email Text''' as required and click <span class="btn-green">Save</span>
 +
 +
<span class="btn-red">Delete</span> should only be used to remove/disable the e-mail.
 +
 +
<span class="btn-red">Insert New E-mail Template</span> should only be used if instructed when installing a new Scheduler Module.
 +
 +
 +
----
 +
 +
==='''Example of Queued E-mails System in Action'''===
 +
 +
A customer registers on the website but does not checkout.
 +
 +
Go to '''Queued E-mails &rarr; Queue''' to see this:
 +
 +
<div class="mainpage_box">
 +
[[File:queued-emails-queue-action-1.jpg|link=|1500px]]
 +
</div>
 +
 +
The '''no_checkout''' e-mail has been added to the queue and scheduled to send in 10 days.
 +
 +
The '''Ready''' indicator initially shows RED but will change to GREEN when the scheduled date/time has been reached.
 +
 +
The e-mails, as they will be received by the customer, can be previewed in a pop-up by clicking <span class="btn-info">View This E-mail</span>
 +
 +
Clicking the <span class="btn-green">Send Ready E-mails</span> button at any time will send all e-mails in the queue that have reached their scheduled date/time when they will then be removed from the queue.
 +
 +
The same customer then checks out a few hours after registration.
 +
 +
Go to '''Queued E-mails &rarr; Queue''' to now see this:
  
 +
<div class="mainpage_box">
 +
[[File:queued-emails-queue-action-2.jpg|link=|1500px]]
 +
</div>
  
 +
The '''no_checkout''' e-mail has been removed from the queue.
  
−
<big>'''Edit E-mail Templates.'''</big>
+
The '''order_thanks''' e-mail has been added to the queue and scheduled to send in 4 hours.
  
−
Click on a Template in the table to select it.
+
The '''winback''' e-mail has been added to the queue and scheduled to send in 90 days.
 +
 
 +
After 4 hours, go to '''Queued E-mails &rarr; Queue''' to now see this:
 +
 
 +
<div class="mainpage_box">
 +
[[File:queued-emails-queue-action-3.jpg|link=|1500px]]
 +
</div>
 +
 
 +
The '''order_thanks''' e-mail has reached its scheduled date/time so the '''Ready''' indicator has changed to GREEN.
 +
 
 +
Click the <span class="btn-green">Send Ready E-mails</span> button to now see this:
 +
 
 +
<div class="mainpage_box">
 +
[[File:queued-emails-queue-action-4.jpg|link=|1500px]]
 +
</div>
 +
 
 +
A helpful 'SUCCESS' message appears at the top of the screen.
 +
 
 +
The '''order_thanks''' e-mail has been removed from the queue.
 +
 
 +
The '''winback''' e-mail remains in the queue waiting to reach its scheduled date/time.
 +
 
 +
 
 +
A new e-mail can also be manually added to the queue at any time if required.
 +
 
 +
For example, to send an additional '''winback''' e-mail to a customer after the original '''winback''' e-mail has been sent.
 +
 
 +
Click the <span class="btn-red">Insert New E-mail</span> button.
 +
 
 +
Select '''Send At''' date, the e-mail '''Slug''' (unique identifier) and the '''Customer''' then click <span class="btn-green">Save</span> to add it to the queue.
 +
 
 +
 
 +
----
 +
 
 +
==='''Changing the Scheduled Send Date/Time'''===
 +
 
 +
The scheduled date/time to send each e-mail is configured in each Scheduler Module file.
 +
 
 +
The default scheduled date/times have been carefully chosen to suit most use cases but the configuration can be changed in the file if desired.
 +
 
 +
Use your host server Control Panel or FTP software to find and edit files.
 +
 
 +
These files will be found in the '''/includes/modules/outgoing/''' folder/directory.
 +
 
 +
For example, the file for '''no_checkout''' is '''/includes/modules/outgoing/no_checkout.php'''
 +
 
 +
The scheduled date/time is configured in this line found near the top of the file:
 +
 
 +
<code>    const INTERVAL = 'P10D';</code>
 +
 
 +
This means it is set for 10 Days.
 +
 
 +
Changing '''P10D''' to '''P5D''' would set it to 5 Days.
 +
 
 +
Changing it to '''P3W''' would set it to 3 Weeks. Changing it to '''P21D''', that is, 21 Days would also set it to 3 Weeks.
 +
 
 +
Changing it to '''P2M''' would set it to 2 Months.
 +
 
 +
Changing it to '''P1Y''' would set it to 1 Year.
 +
 
 +
For another example, the file for '''order_thanks''' is '''/includes/modules/outgoing/order_thanks.php'''
 +
 
 +
The scheduled date/time is configured in this line found near the top of the file:
 +
 
 +
<code>    const INTERVAL = 'PT4H';</code>
 +
 
 +
This means it is set for 4 Hours. Note the additional '''T''' for Time that must precede settings for Hours, Minutes and Seconds.
 +
 
 +
Changing '''PT4H''' to '''PT8H''' would set it to 8 Hours.
 +
 
 +
Changing it to '''PT30M''' would set it to 30 Minutes.
 +
 
 +
Changing it to '''PT45S''' would set it to 45 Seconds.
 +
 
 +
The configuration can be as complex as required.
  
−
To edit the e-mail, click <span class="btn-yellow">Edit</span>
+
For example, '''P1Y3M2W5DT4H15M''' would set to 1 Year 3 Months 2 Weeks 5 Days 4 Hours 15 Minutes
  
 +
Note the additional '''T''' for Time that must precede settings for Hours, Minutes and Seconds.
  
  
  
 
<hr>
 
<hr>
−
{{Page_In_Progress}}
+
{{Pro}}
 +
{{Forum}}
 
{{Contribute}}
 
{{Contribute}}

Latest revision as of 08:54, 1 September 2024

Back
Administration

Queued E-mails

New in CE Phoenix Cart v.1.0.9.6

Phoenix Cart’s Queued E-mails system is a powerful and amazing feature, unique to Phoenix Cart, that automates customer engagement effortlessly, so helping store-owners to grow their online business.

We're not aware of anything like it available in any other free e-commerce software.

This system adds preconfigured e-mails, complete with relevant customer specific data, to a queue and schedules a send date/time, all automatically!

E-mails and scheduled send date/times are based on customer actions — or inactions — requiring no ongoing input from the store owner.

Once set up, it’s virtually 'Set & Forget,' giving seamless automation and saving valuable time while keeping full control in the hands of the store owner.

All that is required from the store owner is to click one button to send all e-mails in the queue that are scheduled to go.


Enable/Disable

The system can be enabled or disabled.

From admin go to Modules → Header Tags - select Queued E-mails - Edit - enable True or False as required and Save.



From admin go to Adminnavbarqueued.png Queued E-mails

See the dropdown menu showing Queue and Templates.

Queued-emails-dropdown.jpg


Outgoing Queue

Click Queue to go to Outgoing Queue page.

On a new installation with no Customers or Orders yet, see this:

Queued-emails-queue.jpg


Outgoing E-mail Templates

Click Templates to go to Outgoing E-mail Templates page to see this:

Queued-emails-templates.jpg


Scheduler Modules

There are 3 Scheduler Modules and their associated E-mail Templates built into Phoenix Cart and ready to use.

no_checkout

If a customer registers but does not checkout, this e-mail will be added to the Outgoing Queue.

The e-mail will be scheduled to send 10 days after registration if the customer does not check out during that time.

It will be be removed from the Outgoing Queue when it is sent or if the customer checks out during that time.

order_thanks

When a customer checks out, this e-mail will be added to the Outgoing Queue.

The e-mail will be scheduled to send 4 hours after checkout.

It will be be removed from the Outgoing Queue when it is sent.

winback

When a customer checks out, this e-mail will be added to the Outgoing Queue.

The e-mail will be scheduled to send 90 days after checkout if the customer has not signed in during that period.

It will be be removed from the Outgoing Queue when it is sent or if the customer signs in during that period when a new e-mail will be added to the Outgoing Queue and scheduled.

More Scheduler Modules are available in the Phoenix Cart Addons Library. Go to https://phoenixcart.org/forum/app.php/addons/paid_addon/queued_emails/faq/16 to see a list of those that are available.


Preview E-mail Templates.

Click on a Template in the table to select it.

To preview the e-mail template, click View This E-mail

This will display the preview in a pop-up, for order_thanks as an example, you will see this:

Queued-emails-template-preview.jpg


Notice that within the text, there are {{MERGE_TAGS}} which will insert relevant data into the e-mail.

Note the helpful list of merge tags relevant to the e-mail and what data they will insert.

For order_thanks as an example, you will see this:

Queued-emails-template-merge-tags.jpg

Edit E-mail Templates.

Click on a Template in the table to select it. Click it again to edit or click Edit button.

Make changes to Email Title and Email Text as required and click Save

Delete should only be used to remove/disable the e-mail.

Insert New E-mail Template should only be used if instructed when installing a new Scheduler Module.


Example of Queued E-mails System in Action

A customer registers on the website but does not checkout.

Go to Queued E-mails → Queue to see this:

Queued-emails-queue-action-1.jpg

The no_checkout e-mail has been added to the queue and scheduled to send in 10 days.

The Ready indicator initially shows RED but will change to GREEN when the scheduled date/time has been reached.

The e-mails, as they will be received by the customer, can be previewed in a pop-up by clicking View This E-mail

Clicking the Send Ready E-mails button at any time will send all e-mails in the queue that have reached their scheduled date/time when they will then be removed from the queue.

The same customer then checks out a few hours after registration.

Go to Queued E-mails → Queue to now see this:

Queued-emails-queue-action-2.jpg

The no_checkout e-mail has been removed from the queue.

The order_thanks e-mail has been added to the queue and scheduled to send in 4 hours.

The winback e-mail has been added to the queue and scheduled to send in 90 days.

After 4 hours, go to Queued E-mails → Queue to now see this:

Queued-emails-queue-action-3.jpg

The order_thanks e-mail has reached its scheduled date/time so the Ready indicator has changed to GREEN.

Click the Send Ready E-mails button to now see this:

Queued-emails-queue-action-4.jpg

A helpful 'SUCCESS' message appears at the top of the screen.

The order_thanks e-mail has been removed from the queue.

The winback e-mail remains in the queue waiting to reach its scheduled date/time.


A new e-mail can also be manually added to the queue at any time if required.

For example, to send an additional winback e-mail to a customer after the original winback e-mail has been sent.

Click the Insert New E-mail button.

Select Send At date, the e-mail Slug (unique identifier) and the Customer then click Save to add it to the queue.


Changing the Scheduled Send Date/Time

The scheduled date/time to send each e-mail is configured in each Scheduler Module file.

The default scheduled date/times have been carefully chosen to suit most use cases but the configuration can be changed in the file if desired.

Use your host server Control Panel or FTP software to find and edit files.

These files will be found in the /includes/modules/outgoing/ folder/directory.

For example, the file for no_checkout is /includes/modules/outgoing/no_checkout.php

The scheduled date/time is configured in this line found near the top of the file:

const INTERVAL = 'P10D';

This means it is set for 10 Days.

Changing P10D to P5D would set it to 5 Days.

Changing it to P3W would set it to 3 Weeks. Changing it to P21D, that is, 21 Days would also set it to 3 Weeks.

Changing it to P2M would set it to 2 Months.

Changing it to P1Y would set it to 1 Year.

For another example, the file for order_thanks is /includes/modules/outgoing/order_thanks.php

The scheduled date/time is configured in this line found near the top of the file:

const INTERVAL = 'PT4H';

This means it is set for 4 Hours. Note the additional T for Time that must precede settings for Hours, Minutes and Seconds.

Changing PT4H to PT8H would set it to 8 Hours.

Changing it to PT30M would set it to 30 Minutes.

Changing it to PT45S would set it to 45 Seconds.

The configuration can be as complex as required.

For example, P1Y3M2W5DT4H15M would set to 1 Year 3 Months 2 Weeks 5 Days 4 Hours 15 Minutes

Note the additional T for Time that must precede settings for Hours, Minutes and Seconds.


Many Addons and Extensions available in the CE Phoenix Cart Addons Library

If help is needed, support is available in the CE Phoenix Cart Support Forum

Phoenix Cart User Guide, like CE Phoenix Cart, is free to use but is maintained by unpaid volunteers.

Code references are licensed under a Commons Attribution-NonCommercial-ShareAlike 2.0 UK: England & Wales License.
All other content is the reserved Intellectual Property and Copyright of phoenixcart.org
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