Magento Commerce, 1.14.x
Creating Email Reminder Rules

Before setting up an automated email reminder rule, make sure that you have a shopping cart price rule set up that defines the promotion that is being offered. Rule conditions can be based on shopping cart properties, wishlist properties, or both.

  • Wishlist trigger conditions include: the number of days abandoned, sharing, number of items, and specific items in the wishlist.
  • Shopping cart trigger conditions include: the number of days abandoned, if a specific coupon code has been applied, line items quantity, items quantity, total, if items are virtual, and specific items in the shopping cart.

To create an email reminder rule:

1. On the Admin menu, select Promotions > Automated Email Reminder Rules.
2. In the upper-right corner, click the Add New Rule button.

General Information
3. Complete the General Information, as shown in the field descriptions section below.
4. In the panel on the left, select Conditions. The process is similar to building a catalog price rule. Do the following:

Conditions
a. Click the Add button to display the list of options. Then, choose one of the following conditions to apply:
  • Wishlist
  • Shopping Cart
b. Complete the condition to describe the scenario that triggers the reminder email.

Completed Condition
5. In the panel on the left, select Emails and Labels. Then, do the following:

Email Templates
a. Assign an email template to each store to which you have access. Then, select the email reminder template to use for each.

If you don’t want to send this rule’s reminder email to customers of a store, leave the value, “Not Selected.”

b. Enter the Rule Title to be used as the default for all stores. The value can be incorporated into email templates by using the promotion_name variable.
c. Enter the Rule Description, which is the default for all stores The value can be incorporated into email templates by using the promotion_description variable.
6. When complete, click the Save button.
  • Field Descriptions

    Field

    Description

    Rule Name

    The name of the automated reminder rule identifies the rule internally.

    Description

    A description of the rule for internal reference.

    Shopping Cart Price Rule

    The shopping cart rule that is associated with this email reminder. Reminder emails can promote a shopping cart price rule with or without coupon. If a shopping cart price rule includes an auto-generated coupon, the reminder rule will generate a random, unique coupon code for each customer.

    Assigned to Website

    The websites to receive automated reminder emails based on this rule.

    Status

    Activates the rule. If status is inactive, then all other settings will be ignore and the rule will not be triggered.

    Options include: Active / Inactive

    From Date

    The starting date for this automated reminder rule. If no date is specified, the rule becomes active immediately.

    To Date

    The ending date for this automated reminder rule. If no date is specified, the rule becomes active indefinitely.

    Repeat Schedule

    The number of days before the rule is triggered, and the reminder email sent again, provided the conditions are met.

    To trigger the rule more than once, enter the number of days before the next email blast, separated by a comma. For example, enter “7” to have the rule triggered again seven days later; enter “7,14” to have the rule triggered in seven days, and again fourteen days later.