Automation: Automation enrolment - Magento 2

Contents

Adding contacts to a program via a visitor action
Adding 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 STORES > Configuration > DOTMAILER > Automation.

Adding contacts to a program

Via a visitor action

  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, select the appropriate program into which you wish to enrol the various types of contacts

    mag2_automation_visitor_action_automation_enrolment.png
  4. Click Save Config. 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 STORES > Configuration > DOTMAILER > Configuration > Admin, we provide an option to disable them.

Via an order status change

  1. 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. Click Add
  4. Select the order status type from which you'd like to enrol upon
  5. Choose the automation program you'd like to enrol contacts into for this order status type

    mag2_automation_order_status_automation_enrolment.png
  6. 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.
  7. Click Add 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.

How frequently do you enrol contacts into automation programs?

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

Have more questions? Submit a request

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