Mailjet Triggered Marketing
General Information¶
Triggered Marketing is a powerful feature of Mailjet’s Drupal module. It allows you to send automated emails that are triggered by an event. This allows you, as the merchant, to help guide your clients down the conversion funnel.
To access and configure those automated emails, go into ‘Mailjet Settings’ and select the ‘Mailjet’ tab. Then click on ‘Triggered Marketing’.
On the Message types screen, you will see a number of trigger templates, which are the building blocks for triggered marketing emails. As well as using the pre-built templates, you are able to use a site builder to create & modify new ones, or import templates by pasting code.
Updating a template is a 2-step process:
- Customize the email content.
- Set the trigger.
The following section will show how to update the following Mailjet trigger templates:
Customers who have not ordered for X months/weeks¶
Message Content¶
To edit the email content for any trigger template, click on ‘edit’.
Within the Message text section, you can edit the ‘Email subject’ and the ‘Email body’.
You also need to choose a display name for this type of message in the logs:
Once you have completed your changes, scroll to the bottom of the page and click on the ‘Save message type’ button.
Message Trigger¶
Now that the email message content is updated, the next step is to set the time, at which the email will be sent - how many minutes, days, weeks or months since a customer’s last purchase date?
To set the message trigger, go to ‘Modules’, then find the ‘Views’ module and click on ‘Configure’.
Scroll down the page until you reach the entry “Mailjet: Customers who did not ordered for X weeks/months”. Click on the ‘Edit’ button.
On the new Displays page, you will be able to adjust the Filter Criteria to set ‘when’ the email will be triggered. The criteria is completely up to you.
In the Filter Criteria box, by default, there are 2 time criteria: <= -2 weeks; <= -5 months.
The minus sign “-” represents a date in the past, or how long ago the event - in this case ‘Commerce Order: Created date’ - needs to have happened. So for these criteria the email will be triggered once 2 weeks have passed since the ‘created date’, and again after 5 months have passed.
Don’t be confused by the OR operator and thinking an AND operator is needed instead. The OR operator allows the email to be sent when each criteria is true. This results in the email being sent twice: once when 2 weeks pass, and once again when 5 months pass.
To change the settings, simply click on the criteria you want to change or remove.
In the pop-up window you will see the options to configure the chosen criterion. If you want to delete it, click on ‘Remove’.
You can set criteria based on any combination of: month(s), day(s), hour(s), minute(s).
For example:
Criterion | Will be sent |
---|---|
-25 minutes | 25 minutes after the event |
-1 hour -15 minutes | 1 hour & 15 minutes later |
-2 days -3 hours | 2 days & 3 hours later |
-1 month -4 hours | 1 month & 4 hours later |
Once you have made the changes, click on ‘Apply’.
Send Anniversary Emails¶
Message Content¶
You can review and edit the content of the Anniversary Email template by going to Mailjet > Message Types page to find Send anniversary emails, then click on ‘edit’.
You will see the ‘Email subject’ and ‘Email body’ here - you can edit them both.
Then choose a Display name for the template, and click on ‘Save message type’ once you have made your changes.
Message Trigger¶
To view / change the message trigger, go to ‘Modules’, then find the ‘Views’ module and click on ‘Configure’.
Scroll down the page until you reach the entry “Mailjet: Purchase Anniversary promo view”. Click on the ‘Edit’ button.
You will see the Filter Criteria and can click on it to see how the conditions are set.
Here the value is measured in days - The email will fire between 365 days later and 366 days later… or in 12 months!
Once you have reviewed the criteria and made the changes you want (if any), click on ‘Apply’.
Abandoned Carts¶
The last (but certainly not least) triggered email is the Abandoned Cart. This is also referred to as “Customers whose order exceeded 30 minutes”.
Message Content¶
From the Message Types page, scroll down to “Send emails to customers whose order exceeded 30 minutes.” and click on ‘edit’.
As usual, within the Message text section you can edit the “Email subject” and the “Email body”.
Make the changes you want to the email subject or body, select a Display name, then click on ‘Save message type’ to submit the changes.
Message Trigger¶
As the name implies, this email will be sent 30 minutes after putting an item in their shopping cart without checking out and purchasing said item.
To view / change the message trigger, go to ‘Modules’, then find the ‘Views’ module and click on ‘Configure’. Then scroll down, find the entry “Mailjet: Last product exceeded 30 min” and click on ‘Edit’.
You will see the Filter Criteria and can click on it to see how the conditions are set. By default the email will be sent 30 minutes after the customer added the last product into their shopping cart but has not proceeded to checkout.
To change when the email will be sent, simply click on the default ‘Commerce Order: Created date (<= +30 minutes)’ link.
As usual, you can set the criteria based on any combination of: month(s), day(s), hour(s), minute(s) For example:
- ‘-15 minutes’ would be sent 15 minutes later.
- ’‘-1 hour -5 minutes’ would be sent 1 hour & 5 minutes later.
Once you have made your changes on the time value, just click on ‘Apply’.