Newsletter
Introduction
The newsletter module allows PepperShop administrators to inform their customers about news and actions with professionally created newsletters.
This module is optionally available for the PepperShop and must be purchased separately.
Application
Division of labour
The PepperShop newsletter module consists of two components:
- Shop extension for administration and import/export of newsletter data
- Application for creating and sending newsletters (Supermailer or CleverReach)
By this division we use the best of both worlds:
- The PepperShop manages the customer database online and all shop customers can make changes via their customer account at any time. An import/export mechanism ensures data flow. The administration also allows the most important changes online.
- The Windows program Supermailer is not subject to any runtime limitation (no expiration of the license) and offers a modern GUI incl. Spamchecker, HTML mail support, etc.
- CleverReach is a browser-based application and does not require any local installation.
Double Opt-In
The Double Opt-In procedure is used in the newsletter module. For a recipient to be definitively added to the newsletter mailing list, he or she must enter a personal confirmation link in the web browser. This will be communicated to him in an e-mail after registration.
Send reminder mails
This is done in the shop administration in the menu Marketing > Newsletter:
Newsletter recipients who have subscribed to the newsletter but have not yet visited the confirmation link can be sent a reminder e-mail. This will ask the recipient to visit the confirmation link for definitive activation. A subscription link will also be sent if the recipient explicitly wishes to unsubscribe from the newsletter. The number of days that must have elapsed at least since the newsletter entry can be set in the Settings / Export Link in the Reminder to field.
Newsletter categories
In the menu Marketing > Newsletter > Newsletter administration different categories can be provided since the Shopversion 4.0. With the help of these features, customers can be addressed more specifically.
Already when the customer subscribes to the newsletter, he can choose on which topics he would like to receive a newsletter.
In the newsletter administration, the customer can also be manually assigned to other categories.
Manually register newsletter recipients
Also from version 4.0 a new newsletter recipient can be entered manually in the newsletter menu with the button New recipient. The category affiliation can already be defined here.
Delete inactive entries
All newsletters that have not visited the activation link will be deleted from the database. The number of days that must have elapsed at least since the entry in the newsletter can be set in the Settings / Export Link in the Delete after field.
Edit settings
Export username/password:
- Shop Administration > Newsletter > Settings/Export Link
- export user name: enter any user name
- export password: enter any password (see screenshot)
- save
To ensure that the list of newsletter recipients cannot be downloaded by everyone, the recipient export is provided with user name and password protection. The default username and password must be changed to allow export! After changing the username and password, the complete download link is displayed above the Save button for copying.
Remember me after Number of days to wait before sending a reminder email. Newsletter recipients who have subscribed to the newsletter but have not yet visited the confirmation link can be sent a reminder e-mail. This will ask the recipient to visit the confirmation link for definitive activation. A subscription link will also be sent if the recipient explicitly wishes to unsubscribe from the newsletter. The newsletter system remembers which recipients have already been sent a reminder e-mail so that no recipient receives more than one reminder e-mail.
Delete after. Number of days until a recipient who has not visited the activation link is removed from the database again.
Export call
The link to retrieve newsletter recipients for external applications is displayed in the Settings / Export Link menu as soon as the default password and username have been replaced by individual details.
Structure export link: https://example.com/shop/connect/newsl_export.php?user=USERNAME&pass=PASSWORD
Optional parameters: Certain restrictions can be made using optional parameters. Thus it is possible for the multilingual dispatch of newsletters to download the recipients of individual languages in a separate export. Restrictive criteria can be expanded in a comma-separated list. The opionalen parameters are simply copied behind the regular link.
Restrict customer languages: &lang=en,de
Restrict newsletter categories: &kat_id=1,2,3,4
The 30 latest receivers
Display of the 30 most recent receiver entries. This page is displayed when you call the newsletter administration via the shop administration.
Import recipient
Any number of newsletter recipients can be imported using a CSV file. If a customer record exists for an imported e-mail address, the link to the corresponding customer is created automatically. The imported recipients are directly activated for reception.
When displaying or exporting the newsletter data you will see the column customer/is customer (yes/no). Yes means that this newsletter entry is a customer in the shop.
Registration by form (example competition)
Creation form
From the Own Content > Edit Content menu, select the page you want to edit. Then insert the code in the grey box in chapter 4.2 into the editor. This is then automatically transformed into the desired table.
In the toolbar you will find the symbol < >. This allows you to view and edit the originally inserted source code.
Example form
HTML code
<form
action="{pps_webroot}shop/newsl.php"
method="post"
name="Wettbewerbs-Formular"
>
<table>
<tr>
<td>Anrede:*</td>
<td>
<select name="anrede" id="anrede" class="check">
<option value="bitte auswählen" selected="selected"
>bitte auswählen...</option
>
<option value="Herr">Herr</option>
<option value="Frau">Frau</option>
</select>
</td>
</tr>
<tr>
<td>Vorname:*</td>
<td>
<input
type="text"
name="vorname"
size="40"
maxlength="120"
value=""
id="vorname"
/>
</td>
</tr>
<tr>
<td>Nachname:*</td>
<td>
<input
type="text"
name="nachname"
size="40"
maxlength="120"
value=""
id="nachname"
/>
</td>
</tr>
<tr>
<td>E-Mail:*</td>
<td>
<input
type="text"
name="email"
size="40"
maxlength="120"
value=""
id="email"
/>
</td>
</tr>
<tr>
<td>Antwort:*</td>
<td>
<input
type="text"
name="Wettbewerbs-Antwort"
size="40"
maxlength="120"
value=""
/>
</td>
</tr>
<tr>
<td> </td>
<td>
<input type="hidden" name="a" value="sub" />
<input type="hidden" name="kat_id" value="2" />
<input
id="submit_button"
type="image"
src="{pps_webroot}language/de/Buttons/bt_speichern.gif"
alt="Am Wettbewerb teilnehmen"
title="Am Wettbewerb teilnehmen"
style="border:0px;"
/>
</td>
</tr>
</table>
<input type="hidden" name="source" value="wettbewerb" />
</form>
Adjustments
Open the file {shop_directory}/shop/language/en/localtext.inc.php
and change the variable newsletter_additional_field1
to competition_response
(in this example, probably another term for you), see the following line:
<input
type="text"
name="Wettbewerbs-Antwort"
size="40"
maxlength="120"
value=""
/>
In addition, the value for the category ID must match. In the newsletter category management the ID is visible, line:
<input type="hidden" name="kat_id" value="2" />
With source
you indicate where this newsletter registration came from:
<input type="hidden" name="source" value="wettbewerb" />
Query the entries
Enter the export user name and password and save your entries. The Export call line then appears. This link opens a new page with all registered subscribers. If required, the text can be copied, pasted into Excel and sorted there.
The actual newsletter dispatch takes place either with the program Supermailer, CleverReach or Mailchimp. The configuration of the various newsletter tools will be explained to you step by step in the following.
Settings Supermailer
Supermailer is compatible with Windows PCs and must be downloaded and installed:
Enter the license key in the Supermailer
When you start the program for the first time, please enter the key in the Enter unlock code dialog. To open this dialog, proceed as follows:
- Start SuperMailer, the SuperMailer Shareware Note window will appear.
- Hold down the Ctrl and Alt keys and left-click the Supermailer icon in the upper left corner of the displayed window.
Activate recipient list export in webshop
Supermailer can obtain the current list of newsletter recipients directly from the web shop. For this to be possible, a user name and password must be defined once in the newsletter system.
Once the username and password have been saved, the shop will display the export call link in the following format:
https://www.example.com/shop/connect/newsl_export.php?user=youruser&password=yourpassword
You must enter this link in the Supermailer to retrieve the addresses (One line, without line break).
Import recipient list from webshop
After the recipient list export has been activated in the webshop, the export call link can be entered in the Supermailer as follows:
- recipient of the email > import > from the internet
- enter the export call link (copy from the shop)
- select Semicolon delimiter
- click Import now.
You only need to enter the export call link the first time you import the recipient list.
If you import the recipients directly from a .csv file, make sure that the character set is set to Unicode (UTF-8), otherwise umlauts will be displayed incorrectly. When you open the file, a box appears with the selection option, change there and save the document.
Configuration settings in Supermailer
The following initial settings must be made once. Don’t forget to save your “project” in the Supermailer after you have made the settings.
Settings for sending e-mails
- project > Settings for sending e-mails
- e-mail addresses: Enter your e-mail data
- e-mail dispatch
- send (x) via SMTP server of e-mail provider
- outgoing mail server (SMTP): Same server name as you entered it in your e-mail program (Outlook, Thunderbird,..).
- authentication at the SMTP server necessary
- username/password: same information as you entered in your e-mail program (Outlook, Thunderbird, ..).
File upload for images and attachments
The pictures embedded in the newsletter should not be sent as content of the newsletter! Supermailer offers a very comfortable functionality, which allows to upload all pictures embedded in the newsletter via FTP to the server before sending the newsletter. Instead of the pictures, only references (links) to the pictures, which are on the server, are supplied in the newsletter. The only thing you need to do on the web server is to create a new directory where Supermailer can upload the newsletter images.
- project > file upload
- transfer local images to the Internet before sending them by e-mail
- upload via FTP
- Enter the FTP server, user name and password as specified by your provider. (if you are a Glarotech hosting customer, please refer to the info PDF in the section “Server data (FTP access/control panel)” and “FTP access (for homepage upload), which you received after setting up your hosting).
- FTP directory: directory that you created for uploading the images. If you have specified a user name, password and FTP server, you can click on the button next to the input field and select the directory directly on the server.
Save project
After you have made the initial settings, you must save the project in the Supermailer (file → Save project). The settings are saved for the project. This allows you, for example, to use the Supermailer for several shops.
Create and send newsletter
All initial settings must have been made beforehand!
- open newsletter project, if it was not loaded automatically when Supermailer started: File’ > ‘Open project
- afterwards the current recipient list must be imported from the shop. This step is very important, because otherwise possible recipients will be contacted who have unsubscribed from the newsletter since the last mailing! Receiver of the e-mail → Import → from the Internet → Import now
- create e-mail text: Text of the e-mail
- enter the complete newsletter text for the HTML version and insert images. You can use the Insert field menu item to insert placeholders for salutation, first name, last name, e-mail and the unsubscribe link. These placeholders are filled with the values of the respective recipient when the newsletter is sent.
- Since the Supermailer itself also uses a unsubscribe link function, right-click on the column to change the field name from subscribe link to subscribe link shop. (This step can be omitted from PepperShop version 3.0)
- don’t forget to add the unsubscribe link (field: unsubscribe link shop) to the newsletter. If this is missing, the recipients cannot unsubscribe from your newsletter and in the worst case you will be reported as a spam sender!
- click on e-mail in text format and check whether the text version of the e-mail was created correctly
Send newsletter:
- click Send e-mails now.
- if all information is complete and correct, you will now see ‘Send test e-mail’. You can use it to have a test newsletter sent to a single address.
- Send now triggers the newsletter dispatch.
CleverReach
CleverReach is a cloud-based email marketing software that helps you to create, send and analyze your email marketing campaigns. Newsletters can take on a uniform look via ready-made or own templates and fit into your corporate design. Create new content in minutes with Drag & Drop Editor.
To synchronize the recipients between PepperShop and CleverReach, a separate module is available which compares registrations and cancellations via the CleverReach interface. In addition, sales are exported to CleverReach to give you the opportunity to tailor newsletters to the buying interests of your customers and thus increase the attractiveness of your campaigns.
Module installation
System requirements
To use the CleverReach module you need PepperShop v.5.0 Professional or Enterprise from Build 35, as well as the Newsletter module.
Copy files
All files of the module must be copied to the shop/Admin/module/cleverreach directory or already exist there.
Installation
Install the module via the module administration and activate it in the configuration.
Configuration
After successful installation you will see the following fields in the module settings:
- Activation Activation of the CleverReach module
- Customer number. The customer number assigned to you by CleverReach.
- Username Your CleverReach username
- Password Your CleverReach Password
- API token The API token is filled in automatically as soon as you click Save and the module has successfully registered with CleverReach.
Group assignment
After the settings have been set correctly, the module fetches the CleverReach groups and another tab appears. Here you can assign the newsletter categories in the PepperShop to the newsletter groups in the CleverReach. If you only have one receiver category, only a selection with Standard, which is the standard category in the PepperShop, will appear. Click Save again to proceed to the next step.
Synchronization
After the group has been elected, everything is ready for the first synchronization. You can do this by clicking on “Synchronize with…". Depending on the number of newsletter recipients, this can take up to several hours. During synchronization, the progress is continuously displayed. Please do not close the browser window until the synchronization has been completed.
Unsubscribe link
Every newsletter needs an unsubscribe link. In order for this link to be immediately linked to the Peppershop, the following steps must be followed when creating a new mail.
First click on the word “here” so that you can edit the link linked here.
Then change the URL to {{ABMELDELINK}}.
If a customer should now unsubscribe in the newsletter mail, this is immediately stored in the Peppershop.
Synchronization by cronjob
If you have the option of setting up a cronjob, you can have the synchronization executed using a cronjob. For this the filecli_sync.php
must be executable. On unix-based systems, you can adjust the rights as follows:
chmod o+x shop/Admin/module/cleverreach/cli_sync.php
The following setting executes the cron job once a day at 1 o’clock at night. Since the synchronization is relatively complex, you should perform the cronjob as rarely as possible. If your newsletter is always sent on the 1st of the month, it is sufficient to synchronize only once a month before sending.
Cronjob settings
minute | hour | day | month | day of the week |
---|---|---|---|---|
0 | 1 | * | * | * |
Path: {Shop-Root}shop/Admin/module/cleverreach/cli_sync.php -category={Category-ID} >/dev/null 2>&1
Mailchimp
Since PepperShop Version 9, the newsletter programme “Mailchimp” can also be connected to the PepperShop. The module can be installed under Modules -> Module Management. You will then find the module under Modules -> Mailchimp and can activate it here and link the module to your Mailchimp account.
After you have linked the account, another tab “Audience Assignment” appears. Select the group to be linked to the PepperShop.
You can then start the synchronisation by clicking on “Synchronise”. Attention, the selected audience will be overwritten during synchronisation.
ActiveCampaign
ActiveCampaign offers email marketing, marketing automation and CRM tools. The module can send customers, newsletter recipients, orders and abandoned shopping carts from Peppershop to ActiveCampaign.
The module is available from version 10 of PepperShop.
Module configuration
After the module has been installed by a Glarotech technician, you will find the module in the shop administration under modules.
API Configuration
During the first configuration you have to enter the API URL and the API key. You can also define the customer synchronisation:
- Only synchronise shop customers -> Only customer data that have completed an order in the shop will be synchronised.
- Synchronise shop customers and newsletter subscribers -> All customer data will be synchronised.
- Synchronise newsletter subscribers only -> Only customer data that has subscribed to a newsletter will be synchronised.
- Trigger ActiveCampaign automations during synchronisation -> All automations (e.g. automatic mail dispatch) are triggered during the first synchronisation.
Initial-Sync
Under the tab Initial-Sync you can carry out the synchronisation between PepperShop and ActiveCampaign. This process only has to be carried out once. Which data is synchronised can be set in the tab API Configuration.
Customer Fields Mapping
The created “Fields” in ActiveCampaign can be mapped here to the customer attributes of the PepperShop. This way, the fields filled in by the customer are correctly transferred to ActiveCampaign.
If you have company customers, you can use the “Account objects” of ActiveCampaign. PepperShop customers are also called customers in ActiveCampaign, but the PepperShop companies are called accounts.
Newsletter Mapping
In ActiveCampaign, different “Lists” can be created. These are equivalent to the PepperShop newsletter groups. Under the tab Marketing -> Newsletter -> Category Management you can manage the PepperShop newsletter categories and create new ones.
Afterwards the categories can be mapped in the ActiveCampaign module under Newsletter Mapping. The customers will be saved in the correct newsletter during synchronisation.
Synchronisation
The following graphic shows the synchronisation between PepperShop and ActiveCampaign.
Installation
System requirements
In order to be able to use the newsletter module, a PepperShop v.5.0 Professional or Enterprise is required. The installation is carried out by Glarotech for hosting customers.
Copying and uploading files
The module essentially consists of a Windows programme and five shop files, which you have to copy into your installed PepperShop. To do this, first unpack the ZIP archive supplied. It contains the following module files, shown here with the target directories:
{shopdir}/shop/newsl.php
{shopdir}/shop/newsletter.def.php
{shopdir}/shop/connect/newsl_export.php
{shopdir}/shop/Admin/shop_newsletter.php
{shopdir}/shop/language/html_templates/newsletter.tpl.html
The files can easily be uploaded to the web server via FTP or SCP. The placeholder {shopdir}
stands for the shop directory on the web server where the file index.php
can be found together with the file README.txt
.
If PHP is running as a web server module on a UNIX system:
chmod 666 newsletter.tpl.html
Now the module is recognised and integrated by the shop. It is listed in the menu Shop Settings > Shop Configuration at the bottom of the internal module information.
Further help
Do you need further support? PepperShop provides you with different options.
- Often a click in the administration on the top right on the question mark icon helps. Here you can get direct help on the relevant topic.
- Various answers can be found in the FAQ. These can also be called up in the shop administration via Help&News -> Help archive. Or via our homepage https://www.peppershop.com/de/services/support/faq/
- At the PepperShop Academy https://www.peppershop.com/de/services/academy/ you can find various free video tutorials.
- We are also available to you by email or phone (CHF 185./h) support@glarotech.ch or +41 71 923 08 58