Configuration of WooCommerce Pending Order Survey Email
Creating Multiple Pending Order Survey Forms
Go to WooCommerce > Addify Pending Order Survey > Survey.
Click “Add New” to create a new survey form.
Add Title: Add a title for your survey.
Survey:
- Click on “Add Survey Question” to start adding questions to your survey.
- Add multiple questions and designate them as required if necessary.
Survey Results:
- After publishing the survey, you can view the complete results.
- Access answers, associated email addresses, dates, and order IDs.
Once you’ve configured your survey questions, click on “Publish” to create the form.
Managing Pending Order Survey Forms in a Log
Within the Addify Pending Order Survey menu, you can manage all rules for pending order surveys.
- Choose to edit any existing surveys from the list of created forms.
- Create additional surveys by clicking on “Add New” and repeating the process outlined above.
- Utilize bulk actions to efficiently manage multiple surveys simultaneously.
Creating Multiple Emails for Pending Order Survey Forms
Go to WooCommerce > Addify Pending Order Survey > Email.
Click on “Add New” to create a new email template.
Add New Email: Enter a title for this email.
Email: Set custom email text. This can include coupons, order links, and the survey.
Email Settings:
- E-mail Subject: Define the subject line for your email.
- Status: Change the status of the email (e.g., draft, pending, sent).
- Send After: Specify the time in minutes after which the email should be sent.
Coupon Settings:
- Coupon Value: Enter the value of the coupon to be included in the email.
- Type: Choose between percentage or fixed cart amount for the coupon.
- Valid Till: Set the validity period for the coupon.
Email Details:
Gain insights into the emails sent, including:
- Email Sent: Check whether the email has been sent.
- Recover Orders: Monitor how many orders have been recovered through the email.
- Conversion Rate: Track the conversion rate of the email.
- Order ID List: View a list of order IDs to whom the emails have been sent.
- Status Against Each Order ID: Check the status of the email against each order ID.
Managing Pending Order Survey Emails in a Log
- Within the Addify Pending Order Survey menu, you can manage all rules for pending order survey form emails.
- Edit existing email templates or add new ones as needed.
- Perform bulk actions to manage multiple email templates efficiently.
Edit or Send Emails for Pending Orders from a Log
Go to WooCommerce > Addify Pending Order Survey > Pending Orders.
In the log, you will see the following details for each pending order:
- Order: Order ID of the pending orders.
- Total Bill: Total bill amount associated with the order ID.
- Pending Order Time: Time when the order became pending.
- Send Email: This allows you to send an email by selecting the desired email type from the dropdown menu.
- Status: Status of the pending order (e.g., pending payment, on hold).
- Edit Order: Option to edit order details if necessary.
Edit Order or Send Customized Emails:
- To edit an order, select the “Edit Order” option. This will allow you to make changes to the order details.
- To send a customized email for a pending order, select the desired email type from the dropdown menu in the “Send Email” column.
Viewing Recovered Orders in a Table
Go to WooCommerce > Addify Pending Order Survey > Recovered Orders.
In the table, you will find the following details for each recovered order:
- Order ID: The unique identifier of the recovered orders.
- Order Total: The total order amount associated with each order.
- Sent Email: The type of email that was sent to the customer to facilitate the recovery.
Accessing Reports Log for the Recovery of Pending Orders
Go to WooCommerce > Addify Pending Order Survey > Report.
In the report table, you will find the following details:
- Number of Pending Orders: This indicates the total number of pending orders that have been identified.
- Number of Emails Sent: The total count of emails that have been sent to customers with pending orders.
- Number of Orders Recovered: The total count of orders that have been successfully recovered through the email campaigns.
- Expected Conversion Rate: An estimate of the conversion rate based on the number of emails sent and the number of orders recovered.
Configuring Global Settings of the Pending Order Surveys
Go to WooCommerce > Addify Pending Order Survey > General Settings.
In the General Settings section, you can adjust various parameters:
- Mark As Pending Order: Specify the duration after which orders will be marked as pending. They will then appear in the pending orders tab.
- Cancel Order Time: Define the time after which orders will be automatically set to the “cancelled” status.
- Thank You Email: Checkmark this option to send an email to customers who fill out the survey.
- Customize Email Content: Customize the content of the thank you email.
- Sender Name: Enter the name you want to display as the sender of the email.
- Reply To: Specify the email address to which replies to the thank you email should be directed.
- Display Survey On Page: Choose a page where you want to display the survey. First, paste the provided shortcode [survey_sc] on the selected page.
- Add Coupon Prefix: Optionally add a prefix for coupons generated by the plugin.
After configuring the desired settings, click on “Save Changes” to apply the changes.
Customizing Email Content for the Thankyou Email
Go to WooCommerce > Settings > Emails > Addify Thankyou Email For Filling Survey to add the description of your email.
Enable/Disable: Enable this option to activate the email notification.
Fill out the following fields:
- Subject: Enter the subject line for the email. You can use available placeholders such as {site_title}, {site_address}, {site_url}, member_name, member_first_name, member_last_name, member_full_name.
- Email Heading: This is the heading that will appear at the top of the email.
- Additional Content: Add any extra text you want to include below the main email content. You can use the available placeholders as mentioned above.
- Email Type: Choose the format of the email to be sent (Plain Text, HTML, or Multipart).
- HTML Template: You can view and edit the HTML template used for the email. If you want to make changes, you can copy the template file to your theme folder for customization.
After customizing the email content to your liking, click on “Save Changes” to apply the settings.
