expertsender/ecdp

Integration with ExpertSender CDP

1.0.4 2024-10-31 14:52 UTC

Requires

• php: >=7.1

proprietary

README

Overview

The ECDP Integration for Magento allows you to seamlessly connect your Magento store with the ECDP marketing automation platform. ECDP offers a comprehensive suite of tools to optimize marketing efforts, personalize customer interactions, and drive sales growth.

Installation & Configuration

1. Install the Extension

   • Upload the extension package via Magento's Component Manager or manually via FTP.
   • Run the necessary Magento commands to enable the extension.

2. Configure General Settings

   • Navigate to Admin Panel -> Expertsender -> General Settings -> General Configuration.
   • Enter API Key, Tracking Code, and Website ID.
   • Enable or disable API Logging.

3. Set Up Data Preferences

   • Choose whether to use the billing or shipping address for customer phone numbers under Data Customers.

4. Configure Consent Forms

   • Go to Admin Panel -> Expertsender -> Form Settings.
   • Customize text displayed before consents.
   • Choose between Single Opt-In or Double Opt-In for each form.

5. Map Attributes and Statuses

   • Feature Mapping: Admin Panel -> Expertsender -> Feature Mappings -> Create.
     • Map Magento attributes to ECDP features for users, products, or orders.
   • Order Status Mapping: Admin Panel -> Expertsender -> Order Status Mappings -> Create.
     • Map Magento order statuses to ECDP statuses.

6. Manage Consents

   • Create Consents: Admin Panel -> Expertsender -> Consents -> Create.
     • Define consents for forms like Registration, Profile Edit, Checkout, and Newsletter.

Integration Features

• Easy Configuration: General settings for API Key, Tracking Codes, and API Logging.
• Data Synchronization: Map customer attributes, product features, and order statuses to ECDP.
• Consent Management: Single Opt-In (SOI) and Double Opt-In (DOI) options with customizable consent checkboxes.
• Data Transmission: Secure data transmission via cron jobs, with a retry mechanism for transmission failures.

ECDP Features & Benefits

• Enhanced Communication: Utilize bulk communication channels like Email, SMS, and Web Push to effectively reach your customers.
• Automated Workflows: Set up automated workflows triggered by customer actions such as sign-ups, abandoned carts, or order completions.
• Advanced Segmentation: Leverage detailed customer data for precise segmentation, enabling targeted marketing campaigns.
• Personalized On-site Content: Deliver personalized content using pop-ups, banners, and forms with an intuitive drag-and-drop editor.
• Powerful Recommendation Engine: Automatically suggest products based on customer behavior, supporting advanced filters and boosters.
• Comprehensive Reporting: Access detailed reports on emails, SMS, and web traffic to inform your marketing strategies.

Bulk Communication

• Channels:
  • Email
  • SMS
  • Web Push Notifications
• Automated Workflows:
  • Triggers: Sign-up, Scheduled, On Date, Custom Event, Abandoned Browse, Abandoned Cart, Add to Cart, Order, Price Drop
• Templates: A wide range of pre-built, customizable templates for various marketing automation use cases.
• Reports:
  • Detailed analytics on Email, SMS, and Web Push performance
  • Web Traffic Tracking and Insights
  • Recommendation Engine Report

On-site Content & Web Traffic Tracking

• Visitor Tracking: Track both anonymous and recognized visitors, merging anonymous data with recognized profiles.
• Form Scraping: Enhance visitor recognition and subscription rates.
• Content Tools: Create pop-ups, banners, and customizable forms using a drag-and-drop editor.

Customers & Data

• Segmentation: Advanced customer segmentation for targeted campaigns.
• RFM Analysis: Evaluate customer value based on Recency, Frequency, and Monetary metrics.
• Discount Codes: Generate and manage discount codes within campaigns.
• Recommendation Engine: Provide personalized product recommendations.