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E-Mailing

For Customers

The following options are available when you select “Newsletter” as recipients. 

emailing customer recipient

Target customers by country and language

Use these options to limit your send-out to residents of certain countries or speaking a certain language. This information about the recipient was stored during sign-up.

Product related targeting

By using these options you define who receives the send-out. If you don’t do any changes, by default every customer will receive it. If you make individual settings, all of them must be true in order to trigger the send-out.

  • Projects

This section enables you to select specific projects from which the customer must have purchased at least one.

  • Categories

This section enables you to select specific categories out of which the customer must have purchased at least one.

  • License Types

In this section you can define if you want the send-out to reach recipients of rental and/or to-own licenses.

  • Licenses

This section enables you to select specific licenses out of which the customer must have purchased at least one.

  • Project Type

This section enables you to select specific projects types out of which the customer must have purchased at least one.

  • Theme

Use the theme option options to limit your send-out to customers which ordered via a specific theme.

Action Targeting

With these options you define when (after which trigger event) the emails are send out. Generally this can be immediately (manually) which you click the “Send” button or automated every time after a certain event.

  • Immediately (manually)

Use this option in case you want the send-out to happen immediately (manually) when you click on “Send”.

  • Fixed date

Use this option in case you want the system to schedule the send-out at a certain date.

  • After sales

Use this option if you want to create a rule which triggers the send-out a certain time after a customer made a purchase/rental.

  • After inactivity

Use this option if you want to create a rule which triggers the send-out in case an existing customer has not made a purchase from you for a certain time frame.

  • After initial sale

Use this option if you want to create a rule which triggers the send-out a certain time after a new customer made a purchase/rental.

For Group members

There are no additional options for group members.

emailing group recipients

Manage Send-outs

A send-out defines the actual sending of the prepared content to recipients. It can either be rule based or manually triggered.

emailing manage sendouts

To create a new send-our click on “New send-out”. For every new send-out you have to enter a name, the sender and you need to select the recipients, which can be one of the following.

  • Newsletter - Contacts which have signed up to your newsletter via the newsletter function in the shop
  • Group member - Members of groups which you set up
  • Customer - Contacts which have previously ordered from you
  • Affiliate - Contacts which signed up as your affiliate

Independent of the recipient, you have the following options:

  • Theme selection

Use this option to limit the recipients in case they are already associated with a certain theme (e.g. contacts having signed up to the newsletter of a specific theme)  or select a theme to define the design used for your send-out in case the recipients are not associated with a certain theme (e.g. group members).

  • Email classification

For each send-out you need to select a classification such as “general information” or “Important message”. This is required because recipients can opt out of receiving email with a certain classification. For example, a recipient might only want to receive important messages.

  • Content

Obviously you need to select the content you want to send. Because of this, the creation of the content should always be the first step for any send-out.

  • Certificate

For any send-out you can include a gift certificate by including the %CERTIFICATECODE% variable in the content. These gift certificates are then automatically generated based on your settings in the certificate section. For details on the settings see the chapter about gift certificates.

  • UnlockCode

For any send-out you can include an UnlockCode by including the %UNLOCKCODE% variable in the content. These UnlockCodes are then automatically generated based on your settings in the UnlockCode section. For details on the settings see the chapter about UnlockCodes.

Depending on the recipient selection, you have the following options.

For Newsletter sign-ups

The following options are available when you select “Newsletter” as recipients.

emailing newsletter recipients

General targeting by country and language

Use these options to limit your send-out to residents of certain countries or speaking a certain language. This information about the recipient was stored during sign-up.

Product related targeting - Theme

Use the theme option options to limit your send-out to sign-up which signed up via a specific theme.

Action Targeting

Use this option define if the send-out should happen immediately (manually) when you click on “Send” or automatically after the signup.

Manage content for e-mailings

The content is what’s inserted into the master email template and send out to the recipient. Usually it is HTML to make it look attractive but plain text is theoretically also supported.

When you open the function you see list of content generally available and content you have previously created. Press “New content” to create a new one and you will see a page similar to the following.

emailing content

You now have to enter the following fields (some optional) to define your content.

  • Name

is the name of the content as it is show in the overview list and when you select for the send-out.

  • Language

The subject and HTML of the content can exist in multiple languages. If you do a send-out and your content includes multiple languages, the system will automatically ensure that each recipient get the content in the correct language.

Use the language selection to switch between different languages when you compose your content.

  • E-Mail subject

The subject of the email (localized)

  • Content (HTML)

The content of the email which might include HTML tags.

  • Anonymous salutation

If you use the %SALUTATION% variable within the content, this field is used to define what will be used if the users name is unknown, e.g. in case the recipients are Newsletter subscribers.

  • Named salutation

If you use the %SALUTATION% variable within the content, this field is used to define what will be used if the users name is known, e.g. in case the recipients are existing customers.

Within the content and the subject you can use the following variables.

Variable

Description

Valid for Recipients

%COMPANY%

The name of your company as defined in the company settings

All

%DATE%

The date of the trigger order

Customers

%SHOP%

Link to the “My content” area of your shop

Customers

%SUPPORT%

Link to the “Support” area of your shop

Customers

%FIRSTNAME%

The first name of the customer

Customers, Group members

%LASTNAME%

The last name of the customer

Customers, Group members

%SALUTATION%

The salutation as defined with the content which can generically address anonymous and named customers

All

%UNLOCKCODE%

UnlockCode as defined in the send-out

All

%CERTIFICATECODE%

Gift certificate as defined in the send-out

All

%GROUPEMAIL%

The email of the group member

Group members

%GROUPPASSWORD%

The password of the group member

Group members

%UNSUBSCRIBE%

The unsubscribe link of the send-out.

Group members

Once you entered everything you can preview it in a theme of your choice and save the new content.

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