Customer Followup Mailings and Process
This sends follow-up e-mails to new customers a specified number of days after signing up, as well as sending purchase follow-up e-mails a specified number of days after purchase. This can be a general follow-up mailing, whereas the Cross Product Marketing Mailings give you some additional conditions for targeting a specific Product ID for marketing.
Mailing Parameters
This mailing supports the following search and replace parameters:
- [varCustomerID] - The Customer ID.
- [varEmail] - The customer's e-mail address.
- [varFirstName] - The customer's first name.
- [varContactName] - The customer's contact name.
- [varCompanyName] - The customer company name, or the customer's first and last name if no company name is specified.
Mailing Sample Content
- Body (Text)
Thank you for your recent purchase from (your company name here)!
You can utilize our support page to help you with any questions.
How to Send
This mailing is sent through the Customer Followup Daily Process.
SOLO Server Shared and Dedicated URL authors will need to contact support@softwarekey.com to set up and enable this process.
Daily Process Input Xml Elements
The Input Xml for this process includes the following elements:
- MailingID
- The Mailing ID of the mailing to be sent out. See Creating Custom Mailings for details on configuring custom mailings, and see above for the supported search and replace fields.
- AdminEmail
- Optional email address to send a summary notification email to. Note that multiple AdminEmail elements can be specified to send to multiple email addresses.
- NotifyOnNoProcessingData
- Optional True/False value which determines whether an administrative email notification is sent when no data was found to process. If omitted, the default is false.
- BCCAdminEmails
- Optional True/False value which determines whether the customer email notification is BCC'd to the AdminEmail emails.
- OverrideOfferProduct
- Optional True/False value which determines whether to override the Notify Product setting on the customer record. If omitted or set to false, emails will only be sent to eligible customers with the Notify Product setting enabled, while if set to true, all eligible customers will receive an email regardless of the Notify Product setting.
- AuthorID
- The Author ID to search for customers/invoices. This is required for the NewAccount follow up type, as well as for the NewPurchase and Purchase types if ProductIDs is omitted.
- ProductIDs
- For the NewPurchase and Purchase follow up types, a comma separated value list of Product IDs to filter purchases on. Only customers who purchase one of the given Product IDs will be sent an email. If this is omitted, all products on the Author ID will be considered.
- FollowupType
- The follow up type. This can be one of three values:
- NewAccount - Sends follow ups to newly created customers (regardless of whether they purchase).
- NewPurchase - Sends follow ups to customers after their first purchase.
- Purchase - Sends follow ups to customers after any purchase.
- DaysBack
- The number of days in the past to look for customers/invoices to send the emails for. For example, specifying a value of 7 will send notifications to invoices which were entered one week back or customers created one week back.