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    Magento 2 Order Follow Up

    Magento 2 Order Follow Up: This module is very useful once the order is placed for sending order follow-ups to the customers.

    By selecting the order ID and performing the bulk action for follow-up, the admin will send the follow-up emails in bulk to the various customers. This would increase the number of repeated purchases and build a good relationship with customers that will be productive.

    Watch the video tutorial below to understand the workflow:

     

    Features

    • The Admin can get the list of follow up.
    • The Admin can send a follow-up email from the sales grid.
    • The admin can send the follow-up email from Mass Action.
    • Admin can edit the email template.
    • The Admin can view the complete log of the emails sent.
    • The admin can see the follow-up Mails Sent and Converted in Graphical form.

    Installation

    Customers will get a zip folder and they have to extract the contents of this zip folder on their system. The extracted folder has an src folder, inside the src folder you have the app folder.

    You need to transfer this app folder into the Magento2 root directory on the server as shown below.

    Move-app-folder-2

    After the successful installation, you have to run these commands in the Magento2 root directory:

    First command –

    1 php bin/Magento setup:upgrade

    Second Command –

    1 php bin/Magento setup:di:compile

    Third Command –

    1 php bin/Magento setup:static-content:deploy

    After running the commands, you have to flush the cache from the Magento admin panel by navigating through System > Cache management as shown below.

    Flush-Cache-1

    Configuration For Multi-lingual Support

    For multilingual support, an admin will navigate through Store > Configuration > General > Locale Options and select the locale as German (the language into which the admin want to translate his store content).

    lang1

    Translation

    If a user wants to translate their module from English to German then they need to follow the path /app/code/Webkul/FollowUp/i18n in their unzipped folder and will get a CSV file with the name “en_US.csv”.

    Now they will rename that CSV as “de_DE.csv” and translate all right side content after the comma in the German language.

    After editing the CSV, save it and then upload it to the path /app/code/Webkul/FollowUp/i18n where they have installed Magento2 on the server.

    The module will get translated into the German Language. It supports both RTL and LTR languages.

    webkul_CRM_for_magento2_transaltion_first-1200x407-1-1
    2crm-1

    The user can edit the CSV like the image below.

    Translation3

    Module Configuration

    After successfully installing the Magento 2 Order Follow Up add-on, the admin will perform some basic steps to configure it up.

    The admin will navigate to Store> Configuration> Follow Up as per the snapshot below.

    order-follow-up-configuration

    Firstly, the admin needs to configure the following options as mentioned below.

    General Settings:

    Enable Follow Up: The admin can set the status as enable Yes or No for the follow-up module.
    Admin Name: The name that is used as an email name may be set by the admin.
    Admin Email From The email address that is used by an email may be set by the admin.

    Colour Settings:

    Total Background Color: From here, the admin can set the color of the total follow-ups sent bar in the graph.
    Converted Background Color: Color of converted follow-ups bar in the graph.

    Follow Up Orders

    The admin can view the list of all orders, send follow up, and follow up status. After the order is placed, the admin can add the follow up in the respective order by selecting the follow-up button as shown in the image below.

    order-follow-up-all-orders

    Here, the admin can view the status of the follow-up email and can send an email manually or in mass.

    Manually Follow Up

    After clicking on the send follow-up, a pop up will appear in which the admin can view the customer details, order details, and email template.

    The admin can also edit the following details as mentioned below.

    order-follow-up-manually
    • Email Template: Select any template that the admin wants to share with the customer for the order follow up.
    • Content: The admin can even add the custom comment that will also be shared along with the order follow-up

    Mass Follow Up

    Moreover, the admin can also send mass follow up for all the orders by clicking on the Follow Up button.

    order-follow-up-mass-mail

    On selecting the orders then click on the Follow Up button. The admin can select the template, and template information for a mass follow up.

    order-mass-follow-up

    Note: For mass follow up have to run the below mention command:

    php bin/magento queue:consumers:start followup.massemail&

    Follow Up list

    The admin can view the follow-up list including the details of Orders as per the below image:

    order-follow-up-list

    Admin can send mail manually by clicking on the “Send Mail”. Converted status shows when mail is sent to the customer and the customer will open the link then place the order.

    order-follow-up-email-sent-manually-

    Follow Up Email List

    The admin can view the list of all the emails shared to the customer for the order follow up as shown in the image below.

    Email-List-_-Mag

    Follow Up Bar Chart

    In the follow-up order chart section, the admin can view a bar chart for the orders whose follow up is completed to those orders whose follow up is still in process.

    Also, the admin can even filter the bar chart based on the Follow Up Date as shown in the image below.

    order-follow-up-dashboard

    Customer End – Email (Order Follow Up)

    The customer will get the order followup via email over which the customer will be able to get the update regarding the order and its status. Moreover, the customer will receive an email as mentioned in the image below.

    Blog-customer-order-follow-up-mail

    How to Follow Up is converted into a Sale

    The admin will navigate to Sales> Orders as per the snapshot below.

    devmage.com_12321_admin_admin_dashboard_index_key_e114ee816e8d173a55684d4e43ce3ca3bd73c3feec5a76bf1403a3c72abfef89_Webkul-Store

    Here, the admin can view the list of all orders and click on send follow up. 

    Orders-_-Operati

    After clicking on the send follow-up, a pop up will appear in which the admin can view the customer details, order details, and email template.

    screencapture-devmage-12321-admin-sales-order-index-key-5e4fd706aa94a94e0f283c2e9f97aabeedfde82c737e3d7b84bc690dc659fa3a-2021-03-12-14_37_51

    After send follow up, the Follow Up list opened. As shown in the image below, the admin will view the follow-up list, which includes Order details:

    FollowUp-List-_-

    The customer will get the order follow-up mail as per the below image: 

    Screenshot-from-2021-03-12-14-50-11

     

    Click on Check out now.

    Order-00000000-1

    Then, click on Reorder. 

    devmage.com_12321_checkout_cart_Webkul-Store-1

    Click on Proceed to Checkout.

    devmage.com_12321_checkout_Webkul-Store

    Select Shipping Methods and then Place an order.

    Checkout

    That’s all for the Magento 2 Order Follow Up module. Further, if you have any issues feel free to add a ticket and let us at https://webkul.uvdesk.com/ 

    Current Product Version - 5.0.0

    Supported Framework Version - Magento 2.0.x, 2.1.x, 2.2.x,2.3.x, 2.4.x

    . . .
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