Trigger Mailout

May

2023

Use the new block Trigger mailout in Online store ►Clients. Control mass event-based mailouts to clients' emails.

Trigger mailout is an email or a sequence of emails sent to the clients' email addresses in case of certain events.

In AutoResource, you can send the following mailout types:

One-time – this mailout is sent to clients only once on the specified date. It can contain information about special offers, discounts, benefits, etc.;
Items left in the cart (Recurrent) – this mailout is sent to the users who added the item to the cart, but did not place the order;
Reminder to visit the website (Recurrent) – this mailout is sent to the users who have not logged in to the website during a set time period;
Shopping reminder (Recurrent) – this mailout is sent to the users who shopped on the website during a set time period, but have not placed any orders recently;
Mailout of invoices (Recurrent) – this mailout is sent to the users who have placed the order and contains a reminder to pay for it and the link to the generated invoice.

The form to add a trigger mailout contains the following fields:

Name – the mailout name;
Client category – the list of client categories included in the mailout; select one or several categories from Business economics ► Pricing policy ► Client categories;
Retail outlet – retail outlets from Retail outlets ► List of retail outlets, which clients should be included in the mailout;
Mailout type – select the mailout type from the drop-down list;
Subject of the letter and Body of the letter – the subject and the template of the email which should be sent to the client. Below the text block, you can see the buttons Edit and Preview.

You can use different variables in the text of the email for different mailout types. These variables help add necessary data in each client's email (e.g. client's name). Find all available variables in the upper part of the form to add the mailout.
The subject and the body of the letter (for all recurrent ones) are entered for all Mailout types by default. They can be used in mailing.

Debug email – the text field for the email address where a test email is sent to. Send it by clicking Send below the field;
Sender's email – the text field for the email address from which the mailout should be conducted.

For the Mailout type – One-time, the following field is visible:

Date and time to send the letters – select the date and time in the calendar to send the mailout.

For the recurrent Mailout types, the following fields are visible:

Time to send mailouts – select time when the mailout should be sent to clients;
Data processing period (days) – the quantity of days (countdown from the current date/time) when the user could have performed triggering actions after which the mailout should be sent:

For the type Shopping reminder (Recurrent) – the client placed the order at least once during the set time interval;
For the type Reminder to visit the website (Recurrent) – the client logged in to the website at least once during the set time interval;
For the type Items left in the cart (Recurrent) – the client added items to the cart at least once during the set time interval;
For the type Mailout of invoices (Recurrent) – the client placed the order with the specified parameters without payment at least once during the set time interval.

Inactivity period (days) – the time interval in days when the user stays inactive:

For the type Shopping reminder (Recurrent) – the client did not place the order;
For the type Reminder to visit the website (Recurrent) – the client did not log in to the website;
For the type Items left in the cart (Recurrent) – the client did not change the contents of the cart;
For the type Mailout of invoices (Recurrent) – the client did not pay for the order with the specified parameters.

The mailout is conducted by the server time. By default, all recurrent mailouts are sent to clients only once within the time interval specified in the rule but no more than once in 24 hours.

The trigger mailout is sent according to the scheduler task Send trigger mailout (Settings ►Scheduler settings). The task is enabled by default.

Before recurrent mailout types are forwarded, the time of their last sending is checked. Emails are sent only for the mailouts which have not been forwarded within the last 24 hours.

The server time is checked after that, as well as the options in the settings Date and time to send the letters/ Time to send mailouts and the time of the next scheduler task.

The mailout is sent:

if the options coincide;
if the time of the settings has already passed, but the period between the time in the settings and the current server time is shorter than the Frequency of execution in the scheduler task.

You can start any mailout type manually in Trigger mailout by the command (in the column Action). The form to send mailout includes the following options:

Ignore previous letters – helps ignore the following condition: one copy of the letter within the specified processing time interval. The mailout is sent to all clients excluding those who received the email during the last 24 hours;
Ignore the option of the Data processing period (days) – helps forward the mailout each time when the client does not perform any actions (depending on the mailout type) without consideration of the specified data processing period.

The options Ignore previous letters and Ignore the option of the Data processing period (days) are visible only for recurrent Mailout types.

Flags put for the options are saved after the form Test of trigger mailout is closed and can influence automatic mailing by the scheduler.

Recipient list – the field contains the button View the recipient list. Click this button to open the form Mailing list showing users from Online store ► Clients ► Client list.

Exclude or add necessary users from/to the mailout. To do this, enable the respective checkbox in the column Included in mailout next to the necessary client or select several clients and enable the necessary task in the field Actions over selected/ displayed items.

The mailout excludes clients who do not comply with the mailout criteria even if they are added in the recipient list.

Subject of the letter and Body of the letter – the subject and the body of the letter sent to clients;
Payment type – selection of the connected payment types to send the invoice;
Item statuses – selection of the item statuses to send the invoice;
Apply – the button to save the entered changes;
Send the mailout – the button to send clients the mailout. After clicking the button, the user sees the window to confirm sending the mailout.

After confirmation, next to the button, the user sees the mailout progress and the button Stop the mailout.

If no clients complying with mailout criteria are found during the test of trigger mailout, mailing is terminated and the user sees the respective notification.

You can check the mailout status in the column Status (in the line for each record). There are the following statuses available:

Waiting to start – displayed for the mailouts which have not been sent yet and for the recurrent mailouts which have been sent, but will be forwarded again;
Successfully completed – it is displayed for the One-time mailouts which were sent at least to one client.

To send the mailout to clients' emails, it is necessary that the client has agreed to receive mailouts on the page Notifications in their Personal Profile:

Send information mailouts – to send mailouts of the type;

Send data on the orders and activity – to send all types of recurrent mailouts.

Find the full list of changes and their description here.