Integration with ExpertSender CDP

1.0.4 2024-10-31 14:52 UTC

This package is auto-updated.

Last update: 2024-10-31 14:53:21 UTC


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.