Settings

Contents

Enabling consent data to be synchronised to dotmailer
Configuring your data field values
Configuring advanced settings
FAQs

Summary

The Magento 2 connector has additional options for configuring data synchronisation.

Enabling consent data to be synchronised to dotmailer

Consent is an agreement between you and your contacts about your intentions with their personal data.

To access consent configuration options, go to STORES Configuration > DOTMAILER > Configuration > Consent.

From here, you can enter the consent text that you want to display on your newsletter signup page and your registration and checkout pages.

If you want this consent text to be synchronised to ConsentInsight in dotmailer, click Yes in the 'Import subscribers with their consent information' dropdown.

Magento_consent.png

Configuring your data field values

To access the data field configuration options, go to STORES > Configuration > DOTMAILER > Configuration > Data Fields.

Data fields calculations with status

You can select which order status type or types are used when calculating contact data field values such as total spend, average order value or number of orders. This means you can exclude those that you don't want to impact upon the calculation at all.
mag2_config_data_fields_calculations_with_status.png

To choose multiple statuses, hold Ctrl while selecting.

Click Save Config. Magento will confirm that the settings have been saved.

Brand attribute

Depending on how your Magento site has been set up, it could be that you don't use the default manufacturer attribute to define a product's brand. This option allows you to select an alternative attribute for the brand related values which are synced.
mag2_config_data_fields_brand_attribute.png

Click Save Config. Magento will confirm that the settings have been saved.

Configuring advanced settings

To access advanced settings, go to STORES > Configuration > DOTMAILER > Developer.

You also have the ability to set some advanced settings, as well as manually run and reset synchronisations, under 'Developer'. If you're not a developer, then it's probably more likely that you'll want your developer to deal with this section. For instance, you can adjust your import settings, automap your customers' details to dotmailer contact data fields, manually run synchronisations, as well as reset/refresh synchronisations. This includes the ability to delete all contact IDs when wanting to synchronise with a different dotmailer account and API credentials.

Contact sync size

You can set the batch size limit you require for the amount of contacts loaded for every sync. Just type this number into the box and then click Save Config.
Settling upon the ideal number will best be arrived at via your own cut-and-try process, dependent upon your particular server specifications.
It is important to note this batch size is per website, as we sync details at a website level. A batch size of 1000 would be 4000 if your Magento site has four websites running on the same instance and linked to dotmailer.

mag2_developer_import_settings_contact_sync_size.png

Automap data fields (under 'Admin Tasks' in 'Sync Settings')

If you do not wish to manually map the key information that you store on customers from your Magento website to dotmailer contact data fields, then you can use this option to do it automatically.
mag2_developer_sync_settings_admin_task_automap_data_fields.png
Click Run Now and the relevant contact data fields will immediately be created in your dotmailer account to match your customer, address and sales information fields.

Delete all contact IDs

You may decide at a later date to synchronise your Magento site with a different dotmailer account, or even synchronise a different store front to a new dotmailer account. To ensure this works correctly you will need to delete all the customer contact IDs that have been stored against the customers, as these are unique to the dotmailer account.
mag2_developer_sync_settings_admin_task_delete_all_contact_IDs.png

Manually run sync

Click Run Now to manually run synchronisation on contacts, subscribers, orders, wishlists, reviews, your catalog, and imports.

Reset customers (under 'Reset Sync Options')

Click Run Now to refresh all of the customer data stored in dotmailer that you've already imported from Magento, marking it all for import again and ensuring it's up to date.

mag2_developer_sync_settings_reset_sync_options_reset_customers.png

Reset subscribers

Click Run Now to ensure your subscribers to your Magento site are refreshed and added to your contacts, ensuring they are marked for import and will be included in the next scheduled sync.

mag2_developer_sync_settings_reset_sync_options_reset_subscribers.png

FAQs

When I manually run a contact sync it's fine, but when the cron runs nothing happens. Why is this?

The server user you use when manually running a sync is typically different to the user cron uses. If this is happening it is likely the cron user doesn't have the correct permissions on the /var/email/export folder.

When I manually run a contact sync I get an error about permissions. How come?

This normally happens when the var/export/email folder does not have the correct permissions to write and read the files that the connector produces. To test whether this is the case, set the folder and subfolders as 0777 and run the sync again. You should see a sync success message.

 

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