Magento integration 1.0

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1 Getting started guide Improving results together 1

2 Version history Version Date Author Modifications September 2013 Marcus Webb Draft Version September 2013 Marcus Webb Publication Version 2

3 Contents Key Features of this Integration... 4 Key Benefits of this Integration Before you configure the Pure360 Integration... 5 Initial Configuration... 6 Activating the Integration Setting up the List Adding Subscribers to your Newsletter... 9 Activating Transactional processing Setting up Abandoned Cart Functionality Cron Manager

4 What s in Version 1.0? Key Features of this Integration Full Synchronisation of Customer Data from Magento into PureResponse including the following fields: First Name Last Name Date Of Birth Address data Sign up date* Last order date Last order value Last product Total purchases Total spend Year to Date spend Create advanced segments within Magento and sync segments over to PureResponse** Refine and segment customers using list filters in PureResponse Support for Magento installation with multiple websites and stores Configure sync rules at Global, Website or Store levels linked to different profiles within PureResponse Send Transactional s through PureResponse using a separate profile Advanced set-up options for controlling frequency of syncs and log sync history Real-time sync of new newsletter sign ups & customers into PureResponse Automatically track amount of revenue generated and last product purchased by campaign Create automations within PureResponse based on synced list data Efficient sync process to sync databases with millions of customers Add Newsletter subscription option to any check out Easy to set up with One-click install from the Magento Connect store Developer-friendly configuration. Built in Debug information assisting in rapid issue diagnosis and support Sync databases with millions of customer records Key Benefits of this Integration Maximise revenue from customers by segmenting based on purchase behaviour Using targeted campaigns to move them along the Customer Lifecycle journey from interest to loyal customer and advocate Ability to increase customer loyalty by targeting infrequent purchasers and creating an incentive campaign Grow and maintain loyalty by sending regular product s to regular purchasers Increase revenue by targeting big spenders with high ticket item product s Ability to increase engagement by sending a welcome campaign to new customers and subscribers Drive brand advocacy by identifying VIP customers that are big spenders rewarding their loyalty based on Total lifetime spend Last order value Year to Date Spend 4

5 Real time communication with new sign-ups Improve Deliverability and Brand reputation of Transactional s by using PureResponse sending IPs Measure and analyse campaign success by tracking revenue and products bought Totally customisable Integration options for Magento environments with multiple websites or stores, enabling website or store specific lifecycle campaigns Increase revenue by sending Abandoned Cart s to customers that exit with products still in their basket with three specific triggers Increase subscribers by adding sign-up forms to key stages of the User journey Create successful campaigns by combining customer data imported from Magento with other PureResponse features such as dynamic content, split content testing and intelligent time sending Before you configure the Pure360 Integration You need to consider at which level in your Magento environment you wish to set up Integration. If you only run one site or store this is not an issue. However, should you be running multiple stores and/or sites, you may wish to consider whether you need or want to send different data to PureResponse based on the differences in the stores. For example, you might be running a German store, a subsidiary of your main outlet, and for this particular Store, you may not want to take the address data across to the PureResponse system, because of German data privacy laws. Be aware therefore, that when you are configuring your access to the PureResponse system, you may need or want to make multiple amendments. The Magento integration stores your details once entered at each level of the site and these work on a hierarchical basis, so a Website has a lower precedence than a Store, and both of these are subsidiary to the Global settings. When configuring the Integration, start by configuring the Global level, then the Website level if required, and finally, the Store level, if that is being used. The enhanced flexibility of this method means that you can handle marketplaces differently, and send different datasets to the PureResponse system. It also provides the added advantage that this can be switched off and on at will, enabling you to experiment with the overall Integration, and select the version that best suits your Business model. This is also true and helpful if there is a decision taken on a change to how the business operates. Once your Magento data is in the PureResponse system, you can then create s, Campaigns and Automations to enable you to engage your customer base, grow their loyalty and interact with them in a more focused manner. 5

6 Initial Configuration Activating the Integration When you initially log in to the Administration screen within Magento, you should click on System -> Configuration. The screen below appears: Click on the API Config tab in the Left column. The initial configuration page for the PureResponse system Integration is now shown. As you can see this is currently set to Disabled. You need to set this to Enabled to proceed further. Note: As is standard within Magento, you need to click the Save Config button in the top right of your screen to make any changes permanent. You must do this after every change or you may find you experience unexpected results. 6

7 Once this is set to Enabled, the following screen appears: Enter the Username and Password that you have been provided for each of your two profiles. If you are only using the Marketing function or the Transactional function then you should enter that in the appropriate box. Beneath each entry you should click the Validate Credentials buttons. Should any credentials prove to be inaccurate the following screen is displayed. As you can see from this screenshot below, the credentials were validated successfully. 7

8 Setting up the List Now it is time to set up the first list. To do this click on the List tab in the left column. The following screen is displayed. Setting this to Enable brings up the following screen: Give your List a Name. If you wish to track the Value of Sales from campaigns, then tick the Success Page Tracking checkbox and give the Tracking Token box a meaningful value. If you want or need Double Opt-in for your newsletters (where an is sent with a confirmation link to ensure that the subscriber requested this), then you should tick the checkbox provided. Now select the fields you are interested in using for Filtering and Segmentation purposes in the PureResponse system. The screenshot below gives an example of fields selected. 8

9 Click the Save Config button. The List Status field changes from NEW to PENDING. Your list will shortly be sent through to the PureResponse system. Adding Subscribers to your Newsletter Click on the Newsletter tab on the left column. Enable the module. Click the Save Config button. The following screen is now displayed: Here you should check where on the site you wish to display the functionality to add subscribers to your Newsletter. You can set Yes or No values for three locations (the Guest Checkout, the Register Checkout and the Customer Checkout). You can also allow for the Subscriber checkbox to be displayed if the individuals are already registered, and to have the value to default to Yes or No (Checked or Unchecked). Finally there is a text box called Checkbox Label Text where you can specify what text you would like to appear to the right of the checkbox. As you can see from the screen above, we have entered the text Subscribe to our Weekly Newsletter. Click on the Save Config button when this is set as you would like. 9

10 Activating Transactional processing Click on the tab in the Left Column. Enable the module. Click the Save Config button. The following screen is now displayed: Click the Save Config button. You are now enabled for handling Transactional s configured within your Magento instance such as: Contact Form Currency Update New Credit Memo New Invoice for Guest New Shipment New account confirmation key Newsletter subscription confirmation Order Update Product price alert Send Product to Friend Shipment Update for Guest Credit Memo Update Invoice Update New Credit Memo for Guest New Order New Shipment for Guest New account confirmed Newsletter Subscription Success Order Update for Guest Product stock alert Share Wishlist Credit Memo Update for Guest Invoice Update for Guest New Invoice New Order for Guest New account Forgot password Newsletter Unsubscribe Payment Failed Remind password Shipment Update 10

11 Setting up Abandoned Cart Functionality If you have existing Abandoned Cart functionality that you wish to keep using you may tie in to the Pure360 Integration Trigger Events. For details of this please refer to the Administrator Guide. If you wish to use our functionality in full, click on the Abandoned Cart tab in the Left Column. Enable the module. The following screen is now displayed: Click the Save Config button. The screen changes to show the following: Enable anywhere between 1 and 3 triggers and Click Save Config after each one you change. The options available are discussed below this screenshot. 11

12 Set a numeric value in the Trigger After field and in the Trigger After drop-down box, select from Days, Minutes or Hours. Then for each trigger, choose an action from the Trigger Action drop-down box; one of Create Event, Reminder , or Clear Cart (Create Event should be used if you wish to use our Trigger to start the Abandoned Cart process from another installed module). If you selected Reminder , choose from any template that you have created inside your Magento system, for both Customer and Guest s. A sample configuration is shown below. Here we elect to send an after 24 hours, another after 7 days, and if the customer still hasn t actioned this after 14 days, we clear the cart. Cron Manager Once the functionality is enabled, the Cron Manager is available for use. If you do not have Advanced Config switched on in the API Config tab, then you cannot edit the Crontab settings. Return to the API Config tab and switch this on. See the screenshot on the next page. For a detailed explanation of crontab see here: 12

13 When you are in the Cron Manager tab, you can edit the cron settings as per normally formatted cron time parameters. Here in the screen below you can see that we have set the Abandoned Cart trigger job to run every 15 minutes and the list sync for Magento Customer List (MW) to run every 4 hours. Click the Save Config button. Your configuration of the Magento Integration for Pure360 is now complete. Over time you may wish to refer to the Administrator Guide to tune settings to better suit your needs. There is also a Reference guide which explains every screen and setting and their purposes. 13