Abandoned Cart Recovery Magento Extension User Guide

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1 Abandoned Cart Recovery Magento Extension User Guide ABANDONED CART RECOVERY USER GUIDE 1

2 Important Notice MageWorx reserves the right to make corrections, modifications, enhancements, improvements, and other changes to its products and services at any time and to discontinue any product or service without notice. Customers should obtain the latest information before placing an order and should verify that such information is current and complete. All products are subject to the MageWorx terms and conditions of sale supplied at the time of order acknowledgment. MageWorx warrants performance of its products to the specifications applicable at the time of sale in accordance with the company s standard warranty. Testing and other quality control techniques are used to the extent MageWorx deems necessary to support this warranty. Except where mandated by government requirements, testing of all parameters of each product is not necessarily performed. MageWorx assumes no liability for applications assistance or customer product design. Customers are responsible for their products and applications using MageWorx components. To minimize the risks associated with customer products and applications, customers should provide adequate design and operating safeguards. MageWorx does not warrant or represent that any license, either express or implied, is granted under any MageWorx patent right, copyright, mask work right, or other MageWorx intellectual property rights relating to any combination, machine, or process in which MageWorx products or services are used. Information published by MageWorx regarding third-party products or services does not constitute a license from MageWorx to use such products or services or a warranty or endorsement thereof. Use of such information may require a license from a third party under the patents or other intellectual property of the third party, or a license from MageWorx under the patents or other intellectual property of MageWorx. Resale of MageWorx products or services with statements different from or beyond the parameters stated by MageWorx for that product or service voids all express and any implied warranties for the associated MageWorx product or service and is an unfair and deceptive business practice. MageWorx is not responsible or liable for any such statements. All company and brand products and service names are trademarks or registered trademarks of their respective holders. Copyright 2015 MageWorx ABANDONED CART RECOVERY USER GUIDE 2

3 Table of Contents 1. Extension Description Extension Installation General Settings Rules Pending Alert Alerts Log Templates Magento & Customer Dashboards Reports Support ABANDONED CART RECOVERY USER GUIDE 3

4 1. EXTENSION DESCRIPTION Magento Abandoned Cart Recovery extension offers in-depths cart abandonment analytics, automated reminders and detailed retargeting campaign results. Rules - Use ready-to-send targeted reminders or create your own rules. Choose templates for each rule. Apply rules for specific store views or customer groups. Track recovered revenue for each rule. Pending Alerts - Monitor all the scheduled reminders. Adjust (edit/remove) and add new alerts manually or automatically. Track the details for each alert. Alerts Log - Track all the information of every remarketing campaign: the time when the cart was abandoned.recovered, cart total, customer s info, etc. Templates - Use 3 predefined ready-to-use templates or build your own. Magento & Customer Dashboards - Check the cart overview dashboard and the main metrics(the abandonment rate, abandoned/recovered and lost revenue). Reports - Track the details about the abandoned carts by categories: Abandoned Carts by Customer Group; Abandoned Carts by Location; Abandoned Carts by Store Views; Abandoned Carts by Devices; Abandoned Carts by Templates. ABANDONED CART RECOVERY USER GUIDE 4

5 2. EXTENSION INSTALLATION To install the extension, please follow the steps below: 1. Disable the Compilation Mode (if enabled) 2. Enable Magento cache (if disabled) 3. Log out from Magento Admin Panel (if logged in) 4. Unpack the contents of the Extension folder (depending on your current Magento version) from the package file purchased from Mageworx to your Magento root folder 5. Log into Magento Admin Panel 6. Go to System Cache Management section, choose Refresh under the All Cache drop-down menu and press the Save Cache Settings (if Cache Control is enabled in Magento) 76. Run the Compilation Mode back if necessary (not enable but run it) 7. Go to System Configuration MageWorx tab Extensions & Support section. If you see Abandoned Cart Recovery in the list of installed MageWorx extensions, the installation is done. ABANDONED CART RECOVERY USER GUIDE 5

6 3. GENERAL SETTINGS To configure the extension, log into Magento Admin panel and go to System Configuration MAGEWORX Abandoned Cart Recovery section. Here is what each of the setting does: Enable Sending - the setting enables sending reminder s to customers. It can be enabled/disabled per Store View. Cart Lifetime (minutes) - specifies the time after which a shopping cart becomes abandoned. Enable Login Customer From - lets customers login right from s. 4. RULES To send reminders to customers who abandoned their carts, create rules here: Sales - Abandoned Cart Recovery - Rules. ABANDONED CART RECOVERY USER GUIDE 6

7 Here you can track the recovered revenue of each rule and sort it by the available amount if necessary. To add a new rule, click on the Add New Rule button. There are 3 available tabs: General Information: Here you can specify a rule name, select a website and customer groups this rule should be applied to and a status of the rule. Conditions: ABANDONED CART RECOVERY USER GUIDE 7

8 You can use all available product attributes, cart attributes and payment/shipping details. settings: Here you can: select an template that should be used for this rule, specify the time frame after which the will be sent, assign a discount coupon. 5. PENDING ALERTS To monitor the scheduled s, go to Sales - Abandoned Cart Recovery - Pending Alerts. The system schedules reminders when the cron is launched. A reminder for each rule is scheduled for each customer. If the customer recovers the cart following the link from one of the s, the further s won t be sent. You can remove manually any before sending. Pending alerts shows: the date when the cart was abandoned, the date and time when the alert will be sent, the rule name that generated this alert, a customer name, and a customer group, products that were abandoned. ABANDONED CART RECOVERY USER GUIDE 8

9 6. ALERTS LOG Once the scheduled s were sent, they are moved from the Pending Alerts section to the Alerts Log, where you can see full details about every sent . Every row in the alerts log corresponds to every sent and includes the following details: Abandoned At a date and time when the cart was abandoned; Sent At a date and time when the was sent; Recovered At a date and time when the cart was recovered using the links from a reminder ; Customer Name, Customer and Customer Group; Rule Name a rule name that generated the alert; Cart Total a total of abandoned cart; Order ID ID of the recovered order; Products list of products in the abandoned cart; Alert Status a status of the alert (sent/deleted). Note! The system logs even deleted alerts. Cart Status a status of the abandoned cart after sending reminder s. The system tracks and shows the following actions with the abandoned cart: Abandoned if the cart is still abandoned after sending a reminder ; Abandoned Again if a customer abandoned the cart again; Link Clicked if a customer clicks on the link in the reminder ; Completed Manually if a customer completed the cart manually without following the recovered links; ABANDONED CART RECOVERY USER GUIDE 9

10 Recovered if a customer recovered the abandoned cart following the links from the s. 7. TEMPLATES The extension has 3 predefined ready-to-use templates. You can use our templates or build your own. To preview the templates or create a new one, go to System - Transactional s: Here is the template of the the first reminder 8. MAGENTO AND CUSTOMER DASHBOARDS To check the cart overview dashboard and the main metrics, go to the Dashboard section. The extension calculates the abandonment rate of your site, abandoned, recovered and lost revenue. ABANDONED CART RECOVERY USER GUIDE 10

11 The extension also draws the graph with the abandoned carts at different time of the day. You can build this graph for different time range. To check the same metrics for each customer, go to Customers - Manage Customers: 9. REPORTS To track the details about the abandoned carts, go to Reports - Shopping Cart and choose the necessary category: ABANDONED CART RECOVERY USER GUIDE 11

12 Abandoned Carts by Customer Group: Here you can check the following stats: number of started/abandoned carts; abandoned revenue; abandonment rate; number of recovered carts; recovered revenue. Abandoned Carts by Location This report provides the following information for each country: ABANDONED CART RECOVERY USER GUIDE 12

13 number of started/abandoned carts; - abandoned revenue; - abandonment rate; - number of recovered carts; - recovered revenue. Abandoned Carts by Store Views Compare the store views to get to know if there are any issues that affect conversions. The following data for each store view is available: number of started/abandoned carts; abandoned revenue; abandonment rate; - number of recovered carts; - recovered revenue. Abandoned Carts by Devices The report reflects how different devices affect the abandonment rate on the site: ABANDONED CART RECOVERY USER GUIDE 13

14 Abandoned Carts by Templates With the report you can perform A/B tests of the templates sent to customers. The following metrics are available: number of started/abandoned carts; abandoned revenue; abandonment rate; number of recovered carts; recovered revenue. GOT QUESTIONS? MageWorx offers FREE lifetime support and updates for any extension developed for Magento. If you need support related to MageWorx extension usage, feel free submit a ticket from GETTING HELP WITH MAGENTO MageWorx offers outstanding services developing custom tailored solutions for Magento platform to attain your ecommerce objectives. Our professional impassioned team provides profound and custom oriented development of your project in a short timeframe. You are most welcome to contact us at ABANDONED CART RECOVERY USER GUIDE 14

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