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Sales & Marketing Automation Suite

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Overview

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When considering all of the online tools and digital marketing techniques that are currently at our service, it is clear that using a one-size-fits-all marketing strategy is far from the best practice. The online sales competition is too extended, and most big companies already have some sort of sales automation system.  How to top them? Go back to focusing on the customer as an individual. Or, better yet, go forward, with Sales & Marketing Automation Suite. Traditional sales are based on a personal interchange between the seller and the client but, with the evolution of online sales, the scales have magnified, and it became impossible to maintain that proximity.  That is, until now. his extension was built precisely with the goal to strengthen that one-on-one relation you should have with your customer.

This extension leverages data from your store to build a complete profile of your customers. And this is done without data from third party sources. There’s no interest knowing that your customer said in their social networking they are vegan when they bought meat in your store. Customer recommendations are based on previous acquisitions and the basic knowledge of your customers. Their age, gender, and location. Allying this with your customer store activity allows this extension allows you to send targeted campaigns, define product prices, make recommendations and much more. You will be able to get a complete picture of your store money flow by tracking product performance and customer profitabilities. Track shipping, marketing, payments and other costs to pinpoint your expenses and assign them to the respective customer.

Customers are very aware that you run a business and you need to make money. And based on this, this extension provides you the tools to enhance this relationship. Don’t lie to them, and they will trust you. They will trust your campaigns and will open them, they will trust your customer service, they will trust you when you made an honest mistake.It’s not about the collective anymore, it’s about the individual. 

Create autoresponders rules to better classify your customers, define recurring campaigns that send unique product recommendations, allow customers to define their interests and receive campaigns accordingly. The automation provided by this extension means you no longer need to be restrained by the platform. Think and execute. Finally!!!

 

Account & Pricing

While this extension is free, some functionalities might require an external service to function properly. Please note that we are not affiliated with any of them. You must already have an existing account to use these services.

Geo-Location Info From User's IP Address

  • Info windows and Campaign analytics use this information to convert the user IP into geodata.
  • This extension supports the free and paid version of IP-API.

Campaign Reports 

  • This extension uses the Google Chart API for geo-location stats for campaign reports.
  • Google API - Plans & Pricing

SMS Campaigns & Two-Factor Authentication

This extension allows you to send SMS campaigns and two-factor authentication using an SMS token. The following services are included:

 

Features

  • Customer Segments
    • Segment Prices
    • Segment Products
  • Product Recommendations
  • Email & SMS Marketing
  • Equity, Lifetime Value and Dynamic Pricing
    • Prices per customer
  • Reports
  • Info Windows
  • Two-Factor Authentication
  • Forms
  • Customer KPI's
  • Scheduled Imports

 

How The Extension Helps Your Store

User Experience

  • Use the recommendations feature to display products based on user's or segment store activity.
  • Use the “Inline info” feature to show customers they can get free shipping for the product they are viewing. You can also create rules to let them know, while the current product is not eligible for free shipping, adding it to the cart will make the order eligible for free shipping.
  • Modal windows, banners can contain customer information and be rule-based display. Display only on a certain day, an hour of the day, country, region, etc.

 

Customer Equity / Cost Management

  • Displaying customers KPI's in the admin customer page, lets your customer support team have a rapid glance at the customer, allowing for more accurate and quick decisions.
  • Dynamic pricing, being a product price calculated based on a formula, is a great way to let a specific customer group know they are always getting the best price you can offer them.
  • With the “Sales Extra Costs” management feature, you can assign costs to orders, including campaigns, to have a better understanding of your store expenses.
  • You can track Campaigns/Subscribers/Tag conversions.
  • With "Product Performance Reports" you can know how much money are you making from your products
  • If you have some inventory that you need to get rid of, use the product relations to identify what sells the most with that product and, instead of making a big sale on the first product, create a bundle with a smaller scale.

 

Forms

  • Use forms to create a subscriber preferences page, and use that information to send them more targeted product/services communications.
  • Forms can also be used in the admin interface as a CRUD implementation.
  • Forms can be used to automatically map information collected with customer/subscriber details.

 

Email/SMS Campaigns

  • Send Campaigns with auto-generated coupons that have a time limit and can only be used by the campaign recipient. Auto sends reorder reminders to customers who bought a product that might be running out (tooth past, wine, rice, ...).
  • With Email Marketing Design templates, you can send the same campaign, but with different designs to segments of customers (male/female, age, segment).
  • Autoresponders support “Chained Actions”, that would let you create precise actions based on customer activity.
  • Create a recurring campaign that sends individual product recommendations to each recipient. Have the campaign being sent at the time the user is most likely to read it.
  • If you are setting up a recurring campaign for a segment, or any other dynamic recipient list, you can signal you don't want the campaign to be sent to the same user twice.
  • Use the autoresponder birthday trigger to send congratulations to emails and perhaps some discounts. The extension will only send one of these campaigns to the same subscriber per year.
  • Define the minimum interval in which a user can get an Email/SMS campaign. It's a great safeguard if you have multiple campaigns, segments and some users in different segments.
  • Create a new "Search" autoresponder that is triggered when a user searches for a relevant query to you. eg. "Xbox". This autoresponder action will be to add the subscriber to a "Gamer" segment.
  • Autoresponders have cancellation triggers. If there is a pending campaign to be sent and the cancellation trigger (new order, log in, ...) is dispatched, that campaign will not be sent.
  • A/B Campaigns are a great way to identify what message will have the most success.

 

Customer Segments

Manually creating different campaigns for each customer would be impossible for a big company, but the answer is not generalizing – it’s segmenting.  Create smaller groups of customers who share common conditions you choose (like age, search history, previous purchases, etc.) – this will result in a subset of customers with the same or similar needs. This way, you can customize your campaign for each segment instead of for each client, without losing the personal approach.

  • Manage Segment Access: Restrict access to pages, products, product categories and blocks to certain segments. This feature is useful to create Private Sales for chosen customers.
  • Track Segments’ Evolution: This feature presents daily records of the number of customers or subscribers in each segment and calculates its evolution.

 

Segment Products

A way to create product catalogs for one or more customer segments. Products in a segment can only be viewed by the customer in that segment. Products not assigned to any segment can be viewed by everyone.

 

Segment Pricing

You are not longer bound by group pricing. Being able to specify prices per segment gives you the flexibility to reward customers in a specific segment. Prices can be specified as a percentage.

 

Product Recommendations

Study customers’ activity information and patterns to build customized recommendations – this way, customers will only see the recommendations that interest them.  Recommendation options are: 

  • Products with common attributes
  • Related products from last completed order
  • Related products from all previously completed orders
  • Products in the shopping cart
  • Products in a category
  • Products in customer’s wishlist
  • Most viewed products
  • Store’s new products
  • Recommendation Engine – a powerful engine that combines segments, customer attributes, and levels of recommendation to create personal and customized recommendations for your customers.

 

Email & SMS Campaigns

Create campaigns with promotions, coupons, special prices, etc. to gather new or maintain frequent customers.  Define different design templates depending on your target audience, incorporate forms, and insert automatic personal recommendations to each customer.

  • Track Conversions: Conversions are the sales amount generated by each campaign, determined by the number of purchases made after clicking its link.  Keeping track of these numbers is crucial to understand each campaign’s progress and adapt it according to its response.
  • Dynamic Deployment: If your customer’s usage rule matches a certain hour in the afternoon, schedule your Emails for that time to ensure they don’t miss the campaign.
  • Recurring Campaigns: Define sending dates and frequency to create automatically recurring campaigns.
  • Send Follow-Ups: Follow-Ups are attached to any non-recurring campaigns. Use them to engage your subscribers based on segments or their actions towards the original campaign.
  • Track Reports: Detailed campaign reports with information in real-time.

 

Info Windows

Highly customizable widgets that allow you to display any additional information in your store in an easy and non-disturbing way.  Define start and end dates for Info Windows and how often each customer should view them. Window Formats:

  • Floating Window
  • Modal Window
  • Site Bar Window
  • Inline Info Block

 

Equity, Lifetime Value & Dynamic Pricing

Not every customer makes regular and expensive purchases, which unfortunately means that you can’t afford the same costs to maintain all of them, so it’s important to determine each customer’s value to your company to predict their future in your company before making decisions.  There are numerous ways to calculate these values but, because your company is unique, so is the formula with which you obtain them. Nevertheless, the extension presents several variables that can be useful to create formulas, like Average Customer Lifespan, Retention Rate, Average Revenue, etc.

 

Dynamic Customer Pricing

You can create dynamic product prices (using formulas) based on your customer history and financial data. Take in consideration your customer history, sales, product information, and customer account data.

 

Static Prices Per Customer

If you don't have the need for dynamic pricing, you can simply import product prices per customer. 

 

Reports

It is important to interpret campaign results to identify possible errors and improve future transactions – the extension presents detailed reports on all store actions and statistics, so you can keep track of your company’s progress. 

  • Sales Orders: Displays all orders made in your store and their statistics.
  • Expected Reorders: Predicts customers’ reorders based on their recurring purchases – send reorder reminders with autoresponders (more below).
  • Product Performance: Shows how each product in your store is performing in comparison to others.
  • Attribute Performance: Expands the overview of your sales performance by giving you Key Indicators based on product attributes.
  • Product Relations: Lists and displays pie charts with the 25 most purchased products along with the product you search.
  • Venn Relations: Product relations in the form of Venn diagrams – view up to 5 different products in a diagram and understand how they relate and affect each other.
  • Recommendations Reports: Lists all records in the Recommendation Engine in an easy-to-read manner.
  • Search Cloud: Lists all search queries by size. Click on each word to view full search reports.
  • Search Performance: Lists keywords used in queries and the number of times they were used.
  • Search Venn Relations: Compare search words to see if and how they relate to each other.

 

Email & SMS: Autoresponders

Autoresponders are chained actions that are triggered by customer or subscriber activity. You can define and customize these actions and time them to fit into your needs.  In this extension, the autoresponder feature functions dynamically – you can drag actions into any position and order, which allows you to create very specific autoresponders.

  • Send Reorder Reminders: Define the expected lifespan of products to predict when your customer will repurchase. Based on this prediction, you can send autoresponders a certain amount of days before the lifespan is reached so your customers will be reminded to replace the product.
  • Abandoned Shopping Cart: Create an autoresponder for when an abandoned cart appears to increase its recovery.

 

Full List of Autoresponder Triggers:

  • Campaign
    • Open
    • Clicked Any Campaign Link
    • Clicked Specific Campaign Link
  • Customer
    • Birthday
    • Last Store Activity
    • Login
    • Sign-up
  • Forms
    • New Entry
  • Magento©
    • Internal Event
  • Order
    • Bought Specific Product
    • New Order
    • Order Status Changes to [any Magento© available status]
  • Product
    • Expected Lifespan Reached (X days before)
  • Review
    • New
    • Status Changes to Approved
    • On a Bought Product
  • Search
    • New Search
  • Shipment
    • With tracking number
    • Without tracking number
  • Shopping Cart
    • New Abandoned Cart
  • UTM Campaigns
    • URL detected
  • Chained actions
    • Email Notification – Get an email notification when some event occurs
    • SMS Notification – Get an SMS notification when some event occurs
    • Email – Send an email (campaign)
    • SMS – Send an SMS (campaign)
    • Wait – Wait a specific amount of time before step into the next action
    • Condition – Build a condition to be checked
      • Subscriber open/not open, converted/not, view/not
    • Customer – Update Customer Information
    • Subscriber – Update Subscriber Information
    • Unsubscribe – Cancel Subscriber’s Subscription
    • Webhook – Call an external service
    • Add to Segment
    • Remove from Segment
  • Cancellation events
    • Chained events can be stopped by one of the following events:
      • Campaign – Open
      • Campaign – Clicked Any Campaign Link
      • Review – New
      • Review – Status Changes to Approved
      • Review – On a Bought Product
      • Sales – New Abandoned Cart Appears
      • Customer – Sign-up
      • Customer – Login
      • Customer – Last Activity
      • Shipment – Tracking Added to Shipment / New Ship. W/ Tracking)
      • Shipment – New Shipment (NO tracking number)
      • Order – New Order
      • Order – Status Changes [any in Magento©]

 

Forms

Use forms to improve the relationship with your customers and let them decide what information they want to receive, how and when.  Forms can be added to any block and page!  Create forms to be used in the frontend by your customers or create backend forms that are to be filled by the store admins and that information is to be shown in the frontend to customers (events list, news, etc,)

  • Possibility to allow only customers to submit forms
  • Define max entries
  • Define successful message and redirect URL
  • Add a variety of form elements
    • Checkbox (One)
    • Checkboxes (Multiple)
    • Country List
    • Date
    • File
    • Email
    • Hidden Field
    • HTML Text
    • Long Text
    • Number
    • Phone Number
    • Rating
    • Radios (Multiple)
    • Select List
    • Text
    • URL
  • Variety of element options
    • Name
    • Default Value
    • Disabled
    • Placeholder
    • Hint
    • Pattern Validation
    • Active
    • Checked
    • CSS Class
    • Unique Value
    • Map to Customer Attribute
    • Map to Subscriber field
    • Sort Order
    • Min Number
    • Max Number
    • Max File Size
    • Allowed Extensions
  • Export Form Entries
  • Require entry confirmation in email
  • Create a form to show in the “Account/manage Newsletter” page and in the “Manage Subscription” newsletter footer link
  • Create a custom template

 

Customers KPIs

View detailed information about your customer!  Sales & Marketing Automation Suite features a thorough customer database containing all statistics of your customers’ store activity and demographic attributes.  With these Key Performance Indicators, you can forecast customers’ purchase dates, products, and value, and keep track of your profits and losses for each customer!  You can decide which KPI’s in the list below are displayed in each customer’s profile and customize your own using formulas. Choose between many pre-built KPI's.

 

Scheduled Imports

You can now schedule data import (products, customers, stock, etc.)  from local and remote sources (FTP,SFTP, URL) to further automate your data Synchronisation.

 

Web API

This extension has a comprehensive list of operations that can be performed by API. Apart from the expected ones (save/search/list/delete/update), we list below a few you can use to interact with the extension.

  • Get a list of customer KPI's
  • Get info windows inline (useful for native APP's)
  • Product Recommendations (useful for native APP's)
  • Newsletter Subscriber actions/information
  • Form entries
  • Manage Customer Prices
  • Manage Segment Products

 

Demo

Check all the extension features in our online demo:

Technical Specifications

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Seller profile

Licentia

Seller contact

E-mail

Integrator

Current Version

1.3.0

Magento platform compatibility

Open Source (CE): 2.3, 2.4

Type

Stable Build

Updated

10 October, 2020

Categories

Extensions, Marketing, Email Marketing, Marketing Automation, Advertising

Quality Report

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Installation & Varnish Tests

Passed

Coding Standard

Passed

Plagiarism Check

Passed

Malware Check

Passed

Marketing Review

Passed

Manual Testing

Passed

All tests were conducted on the latest versions of Magento that existed for the compatible release lines at the moment of the extension submission. Latest versions of all other software were used, as applicable.

Release Notes

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1.3.0:

  • Compatible with Open Source (CE) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    .Added functionality to Schedule Imports
    .Minor Bug fixes

1.2.0:

  • Compatible with Open Source (CE) : 2.3
  • Stability: Stable Build
  • Description:

    • Added Segment Catalogs
    • Added Prices per Customer
    • Importing subscribers is now done through Magento native import section
    • Various bug fixes

1.1.0:

  • Compatible with Open Source (CE) : 2.3
  • Stability: Stable Build
  • Description:

    • Added support for Two-Factor Authentication for Admin
    • Added Extension Issues Log
    • Various bug fixes

0.1.0:

  • Compatible with Open Source (CE) : 2.3
  • Stability: Stable Build
  • Description:

    Added support for two-factor authentication

Support

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The best place to start if you need help with a specific extension is to contact the developer. All Magento developers have both a contact email and a support email listed.

Contact Vendor

Q & A

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Reviews

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