Features List

Subscribers


  • This extension uses Magento® built-in newsletter management system
  • Out-of-the-box compatibility
  • Import existing subscribers
  • Import External subscribers
  • Automatically add new customers as subscribers
  • Send campaigns to customers, instead of subscribers (if you have a product recall or other non-marketing related information to send to customers)
  • On every campaign, subscribers can:
    • Manage their subscription preferences
    • View the campaign online

Campaigns (SMS & Email)


  • Filter deployment to specific:
    • Store views
    • Customer groups
    • Subscriber tags
    • Customer Group
    • Customer Segment (saved)
    • Customer Segment (unique to that campaign)
  • Track Stats
    • Conversions
    • Opens
    • Clicks
    • Regions/Countries
    • Hours
    • Applications
  • Auto-login customer on campaign click
  • Define Max messages to send
  • Define Max messages to seend per hour
  • Campaign Dynamic Deployment
    • Send messages at hours that users are most likely to view them

Campaigns – Recurring


  • Run
  • Daily
  • Weekly
  • Monthly
    • 1-31
    • First Monday.
    • […]
    • Last Monday
    • […]
    • last day
  • yearly
  • Run X times
  • Run Until m/d/Y
  • Do not send to the same subscriber more than once

Campaigns – Templates


  • Message Templates
  • Design Templates
  • Template Variations
    • In the same campaign send different templates to different groups
      • Subscriber
        • Age
        • Gender
        • Group
        • Interests
        • Store view
  • Use Magento Variables
  • Use Magento Widgets

Campaigns – Coupons Generation


  • Generate a unique coupon per subscriber
  • Optionally, force a match between subscriber’s email and order email
  • Add expiration date coupon
  • Display countdown timer (web page only)

Follow Ups


  • Filter recipients based on
    • Didn’t Open the Message
    • Opened the Message
    • Didn’t click on the Message
    • Clicked on the Message
    • Didn’t make a purchase (No Conversion)
    • Made a purchase (Converted)
  • Automatically replaces {subject} and {content} in the follow-up with the original message
  • Define after how many days after the campaign is sent, follow up should be sent

Autoresponders


  • Use one of the following triggers
    • Campaign
      • Open
      • Clicked Any Campaign Link
      • Clicked Specific Campaign Link
    • Customer
      • Birthday
      • Last Store Activity
      • Login
      • Signup
    • Forms
      • New Entry
    • Magento
      • Internal Event
    • Order
      • Bought Specific Product
      • New Order
      • Order Status Changes to [any Magento available status]
    • Product
      • Expected Lifespan Reached (X days before)
    • Review
      • New
      • Status Changes to Approved
      • On a Bought Product
    • Search
      • New Search
    • Shipment
      • With tracking number
      • Without tracking number
    • Shopping Cart
      • New Abandoned Cart
    • UTM Campaigns
      • URL detected
    • Chained actions
      • Email Notification – Get an email notification when some event occurs
      • SMS Notification – Get an SMS notification when some event occurs
      • Email – Send an email (campaign)
      • SMS – Send an SMS (campaign)
      • Wait – Wait a specific amount of time before step into the next action
      • Condition – Build a condition to be checked
        • Subscriber open/not open, converted/not, view/not
      • Customer – Update Customer Information
      • Subscriber – Update Subscriber Information
      • Unsubscribe – Cancel Subscriber’s Subscription
      • Web hook – Call an external service
      • Add to Segment
      • Remove from Segment
    • Cancellation events
      • Chained events can be stopped by one of the following events:
        • Campaign – Open
        • Campaign – Clicked Any Campaign Link
        • Review – New
        • Review – Status Changes to Approved
        • Review – On a Bought Product
        • Sales – New Abandoned Cart Appears
        • Customer – Sign-up
        • Customer – Login
        • Customer – Last Activity
        • Shipment – Tracking Added to Shipment / New Ship. W/ Tracking)
        • Shipment – New Shipment (NO tracking number)
        • Order – New Order
        • Order – Status Changes [any in Magento]

A/B Campaigns


  • Test
    • Sender
    • Subject
    • Message
    • Sender + Subject + Message
    • Sender + Subject
    • Sender + Message
    • Subject + Message
  • Define the percentage of subscribers who will receive the test campaigns
  • Define how the winning campaign will be determined
    • Views
    • Clicks
    • Conversions
    • Manually
  • Define the number of days to send the general campaign after
  •  

Campaign Senders


  • Have multiple Email and SMS senders
  • Senders can be from different domains

Campaign Reports


  • Campaigns Errors
  • Evolution Reports
  • Campaigns Coupons
  • Campaigns Conversions
  • Autoresponder Campaigns
  • Campaign Links
  • Transactional Logs

Customer KPI’s


  • View detailed information about your customer store activity
  • View KPI’s in the customer admin account page
  • Email
  • Number of days with an abandoned cart
  • Abandoned Cart Date
  • Abandoned Cart Total
  • Abandoned Cart Qty Products
  • Abandoned Cart N. Products
  • Days until Anniversary
  • Age
  • Date of Birth
  • Gender
  • Days With Pending Payment for Order
  • Order Date with Pending Payment
  • Days since Last Order
  • Last Order Date
  • Days Since First Order
  • First Order Date
  • Days Since Last Review
  • Last Review Date
  • Days since Registration
  • Account Registration Date
  • Number of Reviews
  • Number of Orders
  • Number of Completed Orders
  • Percentage of Completed Orders
  • Total Orders Amount
  • Orders Average
  • Percentage Orders Amount
  • Percentage Orders With Discount
  • Number of Visits
  • Orders Average Last year
  • Orders Amount Last Year
  • Orders Average before Last Year
  • Orders Amount before Last Year
  • Average Days between Orders
  • Number of Orders with Discount
  • Total Amount Shipping
  • Total Amount Taxes
  • Total Amount Subtotal
  • Total Amount Discount
  • Total Amount Cost
  • Total Amount Profit
  • Total Amount Refunded
  • Last Activity Date
  • Days Since Last Activity
  • Formula Result 1
  • Formula Result 2
  • Formula Result 3
  • Formula Result 4
  • Formula Result 5
  • Formula Result 6
  • Formula Result 7
  • Formula Result 8
  • Formula Result 9
  • Formula Result 10

Customer Lifetime Value


  • Define up to 10 formulas to get valuable information for your customer activity and future project revenues.
  • Over 25 variables (Customers KPI’s) available to build your formulas
  • Formulas are also applied to Segments

Product Recommendations


  • Product recommendation based on subscriber activity.
    • Products Attributes
      • Based on Layered navigation
    • Related Products from Last Completed Order
    • Related Products from Previous Completed Orders
    • Products in Abandoned Cart
    • Most Viewed Categories
    • Specific Category
    • Wishlist Items
    • Product Views
    • Recent Added
  • Product Recommendations (Based on a custom engine)
    • Recommendation Based on:
      • Previous purchases
      • Browsing History
      • Specific Product(s)
    • Search Scope
      • Directly related
        • What products other customers bought
      • After Order
        • What products other customers brought, immediately after buying the specified product
      • Second Level
        • Customers who bought the product,  most commonly also bought
    • Based on customer:
      • Age
      • Country
      • Region
      • Gender
    • Use Segments
      • If a customer is in a segment, we should filter recommendations from users within that segment
    • If no results:
      • Use Category
      • Recent Products
      • Most Viewed
    • Sort Results
      • Randomly 
      • Prices ASC
      • Prices DESC
      • Date Added

Conversions


  • Track conversions per:
    • Campaign
    • Subscriber
    • Tag
    • Autoresponder

Forms


  • Create Admin Forms
    • Manage information in a structured way
  • Create Frontend Forms
  • Possibility to allow only customers to submit forms
    • Possibility to allow customers to edit their entry
  • Define form start and end date
  • Define max entries
  • Define successful message and redirect URL
  • Auto-Populate fields if customer is logged-in
  • Custom Templates
    • Can you {form.tags} to render elements
  • Add a variety of form elements
    • Captcha 
    • Checkbox (One)
    • Checkboxes (Multiple)
    • Country List
    • Date
    • File
    • Email
    • Hidden Field
    • HTML Text
      • Possibility to populate from URL param
    • Long Text
    • Number
    • Phone Number
    • Rating
    • Radios (Multiple)
    • Select List
    • Text
    • URL
  • Variety of element options
    • Active
      • If element is active
    • Checked
      • If by default the element is checked
    • Name
    • Default Value
      • Element default value
    • Disabled
      • If the element is disabled
    • Placeholder
      • Input placeholder
    • Hint
      • Hint to further describe the field
    • Pattern Validation
      • Custom pattern validation
    • CSS Class
      • Custom CSS class
    • Unique Value
      • If the value in this field should be unique among all form entries
    • Map to Customer Attribute
      • Values in the element will be added/updated in the customer account
    • Map to Subscriber field
      • Values in the element will be added to the subscriber extra field
    • Sort Order
      • Order in which the field should be displayed 
    • Min Number
      • Minimum number allowed 
    • Max Number
      • Maximum number allowed
    • Max File Size
      • File max size
    • Min Date
      • Minimum Date allowed
    • Max Date
      • Maximum date Allowed
    • Allowed Extensions
      • Allowed File extensions
    • Resize
      • If the uploaded image should be resized
      • Max/min dimensions can be defined
    • Multiple
      • Define how many files can be uploaded
    • Encrypt Content
      • Content will be encrypted and can only be seen in the admin
    • Move  outside the DOCUMENT_ROOT
      • Uploaded file will be moved to a specific location, so there is no risk of unauthorized access
  • Export Form Entries
  • Require entry confirmation in email
  • Create form to show in the “Account/manage Newsletter” page and in the “Manage Subscription” newsletter footer link

Customer Segments


  • Segment your subscribers
    • Customer Attribute
      • Every single customer attribute will be available here. Email, first name, last name, etc.
    • Customer Activity
    • Days with an abandoned cart
    • Shopping Cart Total
    • Number of Products in Shopping Cart
    • Products Qty in Shopping Cart
    • Days to anniversary
    • Customer age
    • Days with a pending payment for an order
    • Days since last complete order
    • Days since first complete order
    • Days since the last review
    • Days since last product tagged
    • Days since account creation
    • Number of Reviews
    • Number of Tags
    • Number of Completed Orders
    • Percentage of Completed Orders
    • Lifetime Sales Amount
    • Lifetime Sales Average
    • Percentage of Global Average Order Amount
    • Viewed Products in the category
    • Viewed Products in the last 7 days in the category
    • Views Products frequently in the category
    • Viewed Products with the attribute
    • Viewed Products in the last 7 days with the attribute
    • Views Products frequently with the attribute
    • Bought Products with the attribute
    • Bought Products in the last 7 days with the attribute
    • Bought Products frequently with the attribute
    • Viewed products with SKU
    • Viewed products with SKU in the last 7 days
    • Viewed products with SKU frequently
    • Bought products with SKU
    • Bought products with SKU in the last 7 days
    • Bought products with SKU
  • Search
    • Searched For…
    • Searched For… Recently
    • Searched For… Frequently
  • Previous Order – Cart Attribute
    • Subtotal
    • Total Items Quantity
    • Total Weight
    • Payment Method
    • Shipping Method
    • Shipping Postcode
    • Shipping Region
    • Shipping State/Province
    • Shipping Country
    • Ordered Date
  • Abandoned Cart
    • Product SKU
    • Items Qty
    • Items Count
    • Cart Total
    • Specific Coupon Applied
    • Abandoned Time (hours)
  • Previous Order – Product Attribute
    • Product SKU
  • Send Campaigns/Follow-up’s and A/B Campaigns to Specific Segments
  • Real-time segments update or schedule
  • Manually manage segment records
  • Build Reports for the segment
  • Track segment records evolution per day

Goals


  • Use any of the following segments
    • Conversions – Global
    • Conversions – Campaign
    • Forms – Subscriptions
    • Forms – Entries
    • Views – Global
    • Views – Campaign
    • Clicks – Global
    • Clicks – Campaign
    • Subscribers – Global
  • Define start date
  • Define end date
  • Define the expected variation in the segment

Info Windows


  • Window types
    • Floating Window
    • Sitebar
    • Modal Window
    • Information Window
  • Add as many as you want
  • Display to customers, guests or both
  • Block store navigation until the window is closed or a link in the floating window is clicked
  • Show after X seconds
  • Show after scrolling percentage
  • Show after X page views
  • Appearance animation
    • Fade In
    • Fade in Down
    • Fade in Left
    • Fade in Right
    • Fade in Up
    • Slide in Down
    • Slide in Left
    • Slide in Right
    • Slide in Up
    • TAAADAAA!!!!
    • Flash
    • Light Speed In
  • Define window position
    • Top Left
    • Top Center
    • Top Right
    • Center Left
    • Center
    • Center Right
    • Bottom Left
    • Bottom Center
    • Bottom Right
  • Filter store display by
    • Segments
    • Store View
    • Device Type
    • Store Section
    • Shopping Cart Attribute
    • Product Attribute

Pricing


  • Define Prices based on formulas
    • Define prices per product
      • Use conditional statements (IF)
    • Define prices per customer
      • Available Variables
        • Any product attributes
        • Any customer attributes
        • Any customer KPI
        • Sales Stats
  • Customer Prices
    • Define product prices per customer using a CSV file
  • Segment Prices
    • Define product pricing per segment.
      • Prices can be set in percentage

Sales Extra Costs


  • Assign costs to each order
    • Shipping
    • Marketing
      • Auto assign if utm_* param present
    • Payment
    • Other
      • Specify internal costs
  • These costs will be used while calculating customer’s Equity
  • Use notes to map campaign costs to orders
  • View orders that match the campaign input

Advanced Reports


  • Products Performance
  • Search Performance
  • Orders
  • Expected Reorders
  • Product Recommendations
  • Venn
  • Each report can be built for a specific segment
  • Filter by time interval
  • Always built for these segments:
    • Age
    • Country
    • Region
    • Gender

Schedule Import


  • Schedule any import process native to Magento™
  • Import local from:
    • The local Server
    • Remote Server (FTP)
    • Remote Server (SFTP)
    • Remote URL
      • Basic Auth Supported
      • Bearer Auth Supported
  • Archive or delete remote files after importing
  • Custom cron expression available
  • Successful and Errors email reporting
  • Data Mapping
    • Map remote and Magento™ attributes
    • Add custom attributes to Magento on-fly with a static value

Two-Factor Authentication


  • Add two-factor authentication for Admin
  • Add two-factor authentication for customers
    • Enable per Customer Group/Customer Segment 
    • Force customers to use this feature
  • Allow device to be remembered
  • Code sent using SMS

Product Prices Variation


  • Tracks product prices variation trough time
  • Tracking includes  standard deviation
  • Merge Customer Groups in a single report
  • Data Tracked
    • Base Price
      • The base price that the product was sold
    • Qty sold at price
      • The number of products that were sold at that specific price, and not trough all product sales
    • Deviation
      • The standard deviation in relation to previous sales of the same product. If you change your product price monthly, each month deviation includes all previous months.
    • First Sale at
      • The date the first sale was made with the product at that price
    • Last Sale at
      • The date the last sale was made with the product at that price

API


  • More than 40 operations available trough the API
  • Some include
    • Add/remove segment products
    • Add/Remove product customer prices
    • Get form entries
    • Manage Subscriber status
    • Get Product Recommendations
    • Get inline info windows
    • Get Customer KPI’s

Error Logging


  • Extension Errors are logged 
  • Submit a bug report and attach the error log