Knowledge Base

Follow Up Emails

The Follow Up Emails Plugin is an essential tool for automating email follow-ups and increasing customer engagement for your business. You can create email templates and set triggers to automate the email delivery to your customers when specific conditions are met. It helps you stay connected with customers, and sends timely emails that drive conversions.

This Follow Up Emails Plugin provides a robust set of features designed to simplify and optimize your email marketing automation. Here’s a summary of the key functionalities:

  • Create Unlimited Mail Templates: Design an unlimited number of email templates for any event or scenario you want to automate. From welcome emails to abandoned cart reminders, you can create them all.
  • Customize Existing Templates: Instead of starting from scratch, you can customize pre-built email templates. Simply tweak the content to fit your brand’s voice, adding the necessary information or offers.
  • Easy Enable/Disable Templates: Manage your email templates with ease using a simple toggle button that lets you activate or deactivate a template with just a click.
  • Test Email Feature: Review your email templates and content before sending them to customers by using the built-in test email functionality. This ensures that everything looks perfect before it reaches your audience.
  • View Email Logs: Access detailed logs for each email sent, including the status (sent, failed), date and time, and the associated template name. This feature helps you track and analyze the performance of your follow-up emails.
  • Flexible Email Triggers: Set precise triggers for sending follow-up emails. Whether you want to send emails minutes, hours, or days, after a specific event, you have full control over timing.
  • WooCommerce Integration: Automate emails for WooCommerce events, such as completed orders, abandoned carts, refunded orders, and more. This integration simplifies your customer communication and reduces manual effort.
  • Supports Forms Plugins: The plugin supports popular form plugins like Gravity Forms, Formidable Forms, Ninja Forms, and WPForms, enabling you to send follow-up emails for form submissions.
  • Placeholders for Personalization: Use dynamic placeholders to include personalized information (e.g., customer names, order details) in your emails, creating a more personalized experience for your customers.
  • Create Mail Templates for Events: Create follow-up emails not only for WooCommerce events but also for form submissions, new user registration events, and more.

Installing and Activating the Plugin #

Before you can start using the Follow Up Emails Plugin, you need to install and activate it. Follow these steps:

  • Download the Plugin: You can download the Follow Up Emails Plugin from the WordPress plugin repository.
  • Upload the Plugin: Go to your WordPress Dashboard. Navigate to Plugins > Add New. Click on Upload Plugin, select the downloaded plugin file, and click Install Now.
  • Activate the Plugin: Once installed, click Activate to enable the plugin on your WordPress site.
  • Access the Plugin Dashboard: After activation, a new menu labeled Follow Up Emails will appear on your WordPress sidebar. Click on it to start creating and managing your email templates.

Templates For Email Events #

The plugin allows you to create as many email templates as you need for different events. You can create custom templates for events like:

  • New Order
  • New User
  • Processing Order
  • On-hold Order
  • Completed Order
  • Failed Order
  • Cancelled Order
  • Refunded Order
  • Abandonment Order
  • Form Submission: contact form, wp form pro, gravity form, ninja form, formidable form.
  • All these templates can be fully customized to align with your brand’s voice, using a simple intuitive editor.

Note: You need to have WooCommerce plugin on your website, to access the follow-up email plugin.

How to Set Email Triggers Based on Event #

Each email template is associated with an event (e.g., completed order, form submission). The plugin offers flexibility with timing:

Set Time Delays: Choose when you want the email to be sent relative to the event in Triggers field at the detailed view of any template. For example, send a thank-you email one day after a purchase. In trigger, provide the value 1 and set Days from the dropdown beside.

How to Create a New Mail Template #

Follow these steps to create a new email template with the Follow Up Emails Plugin:

Step 1: Access the Template Editor

In your WordPress Dashboard, go to Follow Up Emails > click Add New Mail Templates.

Step 2: Add Template Name

Provide a descriptive name for your template (e.g., “Welcome Follow-Up”).

Step 3: Choose Event and Trigger Timing

From the Event dropdown menu, select the event you want the email to be triggered by (e.g., “Order Completed”).

Set the Time Delay for sending the email, such as “1 hour after the event” or “2 days after the event” in the trigger field.

Step 4: Add a Subject Line

Enter a catchy and relevant subject line for your email. Make sure it aligns with the purpose of the email and engages the recipient.

Step 5: Design Your Email Content

Use the custom email editor to design your email content. This is where you can add text, images, buttons, and links. Customize the content to suit your brand.

Step 6: Use Placeholders for Dynamic Content

Drag and drop placeholders from the custom metabox area(found at the right side) into the email editor. These placeholders will be replaced by real customer data when the email is sent. Some of the commonly used placeholders include:

{{customer_name}}: Inserts the customer’s name

{{order_number}}: Inserts the order ID

{{item_name}}: Inserts the name of purchased products

Simply drag and drop placeholders from the custom metabox area into the email editor to tailor each message to your recipients.

Once done, click Publish to save the changes.

Step 7: Send a Test Email

In the Test Email section, enter your email address and click Send. This will send a test version of the email to you so you can check the design and content.

Step 8: Activate the Template

Once you’re happy with the email, click the Active toggle to enable the template. Click Update to save the changes.

Important Note: You must add the cron entry in your WordPress, to deliver the scheduled emails at the right time to the user inbox.

Managing Your Email Templates #

Once your email templates are created, you can manage them directly from the Follow Up Emails list view:

Enable or Disable Mail Templates: Toggle the Active button in the Custom Status column to enable or disable a template.

Edit: Click the Edit button to modify an existing template.

Delete: If you no longer need a template, click Trash to remove it.

Using Placeholders to Personalize Your Emails #

Placeholders make your emails more personal and relevant to each recipient. Here’s how to use them:

Drag and Drop

From the custom metabox, drag any available placeholder (e.g., customer name, order number) into the email editor.

When the email is sent, the placeholders will be replaced with real customer or order data. For example, a placeholder like {{order_number}} will automatically insert the actual order number when the email is sent to the customer.

How to Send Test Email and Activate the Email Templates #

Before activating any email template, it’s a good practice to test it. To send Test Emails, enter your email address in the Test Email field inside the detailed view of any mail template and click Send. Visit the provided email inbox to find the test email. This will allow you to preview and verify the email content before sending them to customers.

Once you are satisfied with the content and design, activate the template by clicking on the Active toggle inside the template edit view. Don’t forget to click Update to save your settings.

Email Logs and Tracking #

The Email Log feature allows you to track and manage the emails sent through the Follow Up Emails Plugin. This is particularly useful for troubleshooting and ensuring your emails are being sent correctly.

How to Access the Email Log #

In the WordPress dashboard, go to Follow Up Emails > Email Log. Here, you’ll find a list of all emails that have been sent through the plugin.

Email Log Details

Each entry in the email log will contain the following details:

User Email: The email address of the user where the email is sent.

Event Name: The event that triggered the email.

Status: The current status of the email (Sent, Failed, Pending).

Date: The date when the email was sent.

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