expertsender / ecdp
Integration with ExpertSender CDP
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Type:magento2-module
Requires
- php: >=7.1
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
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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.
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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.
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Set Up Data Preferences
- Choose whether to use the billing or shipping address for customer phone numbers under Data Customers.
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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.
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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.
- Feature Mapping: Admin Panel -> Expertsender -> Feature Mappings -> Create.
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Manage Consents
- Create Consents: Admin Panel -> Expertsender -> Consents -> Create.
- Define consents for forms like Registration, Profile Edit, Checkout, and Newsletter.
- Create Consents: Admin Panel -> Expertsender -> Consents -> Create.
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:
- 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.