different email campaign exm sitecore - email

i want to ask something about email experience manager, im using version 3.1.
my case is if i have many product(i want to blast email campaign about that products to my subscribers), for example product A, product B, and product C.
I send that email with content product A with the csv that has 100 recipients, and then 5 recepients want to unsubscribe that product and clicked unsubscriber link.
what i want to ask is :
if i send product B, is it the unsubscribe(5 recipients) still getting email campaign about product B and will not getting email campaign about product A ?
do i have to set different manager root so the recepient on product A didnt effect the recepients on product B(for example it has the same csv recipents file)
the difference between unsubscribe and unsubscribe from all( i did read the sitecore documentation but im still kinda confused, im so glad if you can give me example case)
thank you for your help, im new to sitecore and i kinda lost and the moment.

That depends. In EXM 3.1 you need to define at least one include list and one exclude list. There are two ways to unsubscribe: "unsubscribe" and "unsubscribe from all". "Unsubscribe" adds you to the exclude list, "Unsubscribe from all" adds you to the global opt out list defined on the manager root. So, as an example:
You create one manager root and three campaigns: product A, product B and product C.
Send out product A to 100 recipients. 5 people unsubscribe and are added to the exclude list. 3 people unsubscribe from all and are added to the global opt out list.
Send out product B using the same include list for product A, but a different exclude list. All 100 recipients minus the 3 people in the global opt out list will receive product B
Send out product C using the same include and exclude list for product A. All 100 recipients minus the 5 people in the exclude list and the 3 people in the global opt out list will receive product C
No, you don't have to. That depends if you use "unsubscribe" (i.e. add them to a exclude list) or "unsubscribe from all" (i.e. add them to the global opt out list defined on the manager root).
See above :)

Unsubscription from emails in ExM is managed via opt-out lists.
So, answer on your question will depend on your settings of Opt-out list. If Opt-out lists are same for 3 emails, then if user will unsubscribe from first email he will not receive second and third email. If Opt-out lists are different then unsubscribe will work separately for each email.
Difference between "unsubscribe" and "unsubscribe from all" is next:
For "unsubscribe" recipient will be added to opt-out list that is selected for email.
For "unsubscribe from all" recipient will be added to global opt-out list that is configured on ExM root item. And this recipient will not receive any other emails.

Related

How to send a dynamic template email to a mailing list on Sendgrid

I have a newsletter I'd like to send every other week to the same list of users. I have a link for new users to sign up, and I'd like to let users unsubscribe at the bottom of the bi-weekly email.
Is there a way to send to a mailing list instead of just an array of users on Sendgrid?
The best I've seen is that you can make one API call to a mailing list to get the emails, but it caps you by returning a maximum of 50 users.
I've also seen that you can specify lists in marketing campaigns, but apparently you can't use dynamic templates in those campaigns? So I'd have to manually extract the HTML.
This leads me to believe I'll need to request the version of the template I want with test_data, grab the HTML content from that, and manually insert it into a new campaign with the mailing list ID I want?
Any ideas? Is there a better way?

Send mail to a particular user from subscriber list in Sendy API

I have multiple users in Subscriber list (suppose 10 users) and I want to send email to only one user from that list. I cannot create one list per user as I will need to generate report also. So how can I achieve this without making any changes in their core code.
Thanks

One signup form - different subscription list?

I'm trying to create a newsletter. I've looked at Mailchimp and ubivox.
Is it possible to create a signup form with the options (as checkboxes) for people to choose which list they want to be subscribed to?
Fx, it could be: "I only want you to send mw news about this." "And I want to subscribe to two of the things." "And I want to subscribe to everything!"
And theese different choices would be different lists in my newsletter client.
Can you make one form for several lists?
Or do you need a form for each list?
I'm more familiar with Campaign Monitor, but the general concept is the same; you should use one master list then separate each of your lists (sub-lists) into segments.
You can then easily have a custom field (checkboxes) to control which segment (list) they are subscribed to, and also have a master subscribe option available.
Yes, this is possible. The caveat being you'll need to use the MailChimp API to create a custom sign-up form on your site.
The embeddable forms provided by MailChimp will not be able to do this.

How can we send a follow up email for Wishlist?

How can we send a email to the user reminding them that some products are available in their wishlist?
I have seen this functionality on many sites and I wish someone would have Implemented it by now.
There should be a way to Do this program way.
Also There is no way available in magento to see wishlist report,like which item is most available in wishlist or top 5 wishlist products.Is there a way to Implement Both the things
Thanks in advance
Unfortunately there is no out of the box solution for both of your issues.
There does exist a $14.99 module that will give you more insight on wishlisted items and the relative customers: http://www.magentocommerce.com/magento-connect/admin-global-customer-wishlist-viewer.html
As for sending emails to those customers, this type of functionality exists in Magento Enterprise Edition. You have the ability to automatically send emails to customers with wishlisted items - unless you are willing to shell out $15,000 for the enterprise version, you are a bit out of luck here.
You can either utilize a email blast service like MailChimp which integrates directly into magento to send focused email blasts OR do some custom development work.
You can do this with MageMail. (Full disclosure: I'm the founder of MageMail).
In case you're looking to build this custom, you basically just want to pull in the wishlist_item table and join on the customer table to get the customer associated with the wishlist item.
One gotcha to keep in mind is that all of the wishlist items are included in the same wishlist, regardless of when they were added (they're not like quotes in that regard). So if you're building this custom, you'll want to make sure to build it in such a way that it will follow-up based on the date the wishlist item was added and not the date of the wishlist record itself.
I think that Enterprise has support for multiple wishlists but I haven't seen it in use much in the wild.
I think you can do exactly what you need the following way:
1. Segment your customers according to their wishlist records with Market Segmentation Suite extension. You can put users with particular wishlist item into a group or form a customer group of all users with non-empty wishlists. You can then export those segmented lists for future use.
2. Follow up your customers according to segmented lists you made with emails tailored to specific customer groups with Follow Up Email.
As for wishlist reports you can track which products have been added to customers’ wishlists, when the product has been added, how many days this item is in the wishlist with Advanced reports unit named Users Wishlists by aheadWorks.
So, these are 3 different extensions, but they definitely cope with the task you describe.

Multilevel Approval Workflow Using Sharepoint Designer

I need to create a multilevel Approval Workflow for following scenario:
Workflow starts once item is created employee (Say in a ProductList) for certain Amount.
Manager Approves the workflow.
If Amount is < $5000, email goes to Employee as approved.
If Amount is > $5000, further approval is required. Item goes for further approval to VP and then CEO.
I am getting many examples on workflow, most of the examples are sending just an email based on condition. I need sending for further approval based on condition.
Create a list with the following columns
a. Product Name (Text box)
b. Price(Text box)
c. Mgr approval (choice)
d. Final approval(Choice)
Hide column c & d using JavaScript when user enter the value
a Create a workflow in item created for sending mail to manager
Show the column c using JavaScript or the manager
Create another workflow for send mail to final approval on item edited event after checking following conditions
a. Amount >5000
b. Mgrapproval (c) status is approved
Show the column d using JavaScript for the final approval
You can use simple JavaScript if the mgrapprover and final approver does not change. If these values are dynamic it is better to create a webpart for generating JavaScript by checking the login user group.
I would do the following:
Create a list with your approval items in it
Create an approval request as you have done
Check whether the amount >= 5000
If it is ask for approval from the VP and CEO (follow the same steps as you do for step 1 but this time using VP and CEO prefixes for your variables and collection tasks).
If possible, I'd also reference external lists for the amount to check at, and for the VP and CEO names - so that you dont have to redeploy the workflows when the amount changes or the VP/CEO change.
Theres a good write up of a similar multiple approval SP workflow scenario here
As an Aside, you might not want to send the emails with the task url, I'd suggest coding the actual edit page urls into the email so that users (i.e. Managers, VP and CEO) dont have to view the task, then click edit item, then approve, by viewing the Edit screen you can get the url and input your Workflow TaskItemID into the url directly which will give the end user a better overall experience. Only one button click to approve/reject instead of multiple clicks to just get to the screen.
I did this kind of thing by having a workflow like yours on the first list and when a certain condition is fullfilled(like >5000$), I move the item in another list where another workflow process it for approval like you need to. It may seem like your multiplicating workflow, but I usually prefer to have more pretty simple workflow than one workflow that does a lot of things.