Create email reminders

Last update: December 12, 2023

CREATED FOR:

  • Beginner
  • Intermediate
  • Admin
  • Leader
  • User

Before setting up an email reminder rule, you must first set up a cart price rule to define the promotion that is being offered. Rule conditions that trigger an email reminder can be based on cart properties, wishlist properties, or both.

NOTE
Email reminders might promote a cart price rule with, or without, a coupon. A cart price rule that defines an auto-generated coupon generates a random coupon code for each customer.

  1. On the Admin sidebar, go to Marketing > Communications > Email Reminder Rules.

  2. In the upper-right corner, click Add New Rule.

  3. Complete the Rule Information, as follows:

    Email reminder rule

    • Enter a Rule Name to identify the rule internally.

    • Enter a brief Description of the rule.

    • To choose the Cart Price Rule promotion that this reminder is to advertise, click Select Rule…, and select the rule.

      Cart rule - select

    • If you want the rule to go into effect immediately, set Status to Active.

    • To set up a date range for the rule to be active, enter the From and To dates.

      You can also choose the date from the Calendar ( Calendar icon ).

    • To send the reminder more than once, enter the number of days before the next email blast in the Repeat Schedule field.

  4. In the panel on the left, choose Conditions.

    At least one condition must be defined for the rule. The process is similar to building a catalog price rule.

    Email reminder conditions

    Click Add ( Add icon ) to display the list of options and then choose one of the following conditions:

    • Wish List
    • Shopping Cart
    NOTE
    If a customer has more than one matched abandoned cart, wish list, or combination of both, the email reminder is triggered only once for that customer. To trigger the same email reminder again, use the Repeat Schedule field to set the number of days between emails.
    The same email reminder is not retriggered for the same customer for new abandoned carts and wish lists after the Repeat Schedule period is over.

    Complete the condition to describe the scenario that triggers the email reminder.

    email reminder conditions example

  5. In the panel on the left, choose Emails and Labels.

    Email reminder rule - emails and labels templates

  6. In the Email Templates section, choose the email template to be used for each website and store view in your store hierarchy.

    If you do not want to send the reminder email to customers of a store view, leave the value Not Selected.

  7. In the Default Titles and Description section, do the following:

    • Enter the Rule Title for All Store Views.

      NOTE
      This value can be incorporated into email templates by using the promotion_name variable.

    • Enter the Rule Description for All Store Views.

      Email reminders - titles and descriptions

    • In the Titles and Descriptions Per Store View section, enter the Rule Title and Description for the Default Store View. For multiple store views, enter the appropriate title and description for each.

      NOTE
      The description can be incorporated into email templates by using the promotion_description variable.

      Titles and descriptions - store view

  8. When complete, click Save.