Automation enrolment

Contents

Steps to add contacts to a program - Via a visitor action
Steps to add contacts to a program - Via an order status change
FAQs

Summary

You can choose to enrol contacts into automation programs that you have set up in your dotmailer account. These enrolments could happen, for instance, when certain visitor actions take place on your site or when a contact's order status changes.

Access automation settings by going to System > ConfigurationDOTMAILER > Automation.

Steps to add contacts to a program

Via a visitor action

To do this, follow these steps:

1. Create the program or programs you wish to enrol a various type of contact into within your dotmailer account.

2. Select Visitor action automation enrolment

3. From the associated dropdown lists, select the appropriate program into which you wish to enrol the various types of contacts.

4. Click Save Config in the top right. Magento will then confirm that the settings have been saved. From now on, these types of contacts will be enrolled into the program or programs you've selected and will receive campaigns accordingly.

If you have decided to enable the new customer and/or new subscriber program enrolment then you're more than likely wanting to disable the default Magento emails that get sent when these actions happen. Magento as default does not allow this functionality. However, within our extension under System > Configuration > DOTMAILER > Configuration > Admin we provide an option to disable them.

Via an order status change

To do this, follow these steps:

1. Again, create the program or programs you wish to enrol a various type of contact into within your dotmailer account.

2. Select Order status automation enrolment

3. Select the order status type from which you'd like to enrol upon.

4. Choose the automation program you'd like to enrol contacts into for this order status type.

mag_order_status_enrolment.png

5. Click Save Config in the top right. Magento will then confirm that the settings have been saved. From now on, contacts with this order status type will be enrolled into the program selected and will receive campaigns accordingly.

6. Click on Add New Enrolment to create more order status type enrolments.

FAQs

I don't seem to have any programs to select from. Why is that?

This could either be because your API credentials are invalid or you have not yet set up a program in your dotmailer account. Find out about setting up programs.

How frequently do you enrol contacts into automation programs?

The feature works by batching and enrolling contacts into programs every 15 minutes.

Please comment underneath with any further questions you may have.

Magento 2.0

The above also applies for Magento 2.0, with the only difference being that the 'Sync' section is found by going to Stores > Configuration > DOTMAILER > Automation.

 

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