This comprehensive guide provides start to finish instructions for users who need to install and configure the connector for the first time. It focuses on the most important things you need to know and do, in order to get up and running.

Things you need to know:

To enable the connector to communicate with your Dotdigital account and allow data synchronisation, you need to enter valid Dotdigital API credentials.

API user credentials are made up of a username and password. They are required to authenticate each operation/method call that's made and to make sure you're connected to the correct account.

You see a confirmation to notify you that the credentials are valid.

You can make use of Dotdigital's transactional email service to send, manage and track all of your transactional emails. The transactional service acts as a delivery mechanism for all the transactional emails such as order and shipping confirmations.

To create a transactional email user:

In addition to the basic contact information, the connector can map over 40 other pieces of key information from your contacts in Magento to your Dotdigital account.

To automatically map your data fields:

The connector synchronises contacts to three different lists for three Magento contact types:

Before synchronisation, you must create the lists so they can be selected and mapped to.

You can create lists directly in the connector or from inside your Dotdigital account.

To create lists from inside the connector:

Repeat the steps above for each of the three lists.

The connector automatically installs the Dotdigital Tag to your store. The Tag enables you to track:

You can also use the Tag to enable Dotdigital Chat.

For joint customers of Dotdigital and Fresh Relevance, you can use the Dotdigital Tag to make your tracking data available across both platforms.

Easy email capture functionality allows you to capture your site visitor's email addresses when they haven't fully completed your checkout process or newsletter sign up process.

To turn on Easy Email Capture:

You can choose to only import and synchronise orders with a certain status, rather than all orders.

For example, you might only be interested in sending campaigns or running segments based on orders that have been fulfilled. In this case, you might only want to import orders with the status Complete.

To choose your order import status:

In addition to the default order data, you can synchronise custom order attributes. You can select from all of the order attributes that are available within the Magento system, allowing you to segment and send content based on these additional fields.

To choose your order custom attributes status:

The connector allows you to map and synchronise your product catalog to your Dotdigital account so you can insert products into campaigns and set up product recommendations.

You can choose to sync products of a certain visibility and/or product type rather than all products. This allows you to exclude products that are no longer relevant on your site.

To manage your catalog sync settings:

After your lists have been mapped and your order Insight settings configured you can enable the data sync.

To enable data sync:

Within 15 minutes, contacts and Insight data should begin to sync. There is however an intentional hour delay prior to importing order information. This is to prevent order imports from failing due to the related contact not having been imported yet.

There are several ways to check that data is syncing from Magento into Dotdigital.

Contacts that are successfully batched to be imported should be marked as Imported.

To view your sync report:

Batched contacts/orders should exist in this report. Once the importer cron has run, an import should be marked with a status of Importing. Shortly after, data should appear in Dotdigital.

To view your importer status, in Magento 2, go to Reports > Customer Engagement > Importer Status.

The abandoned cart email series is set up directly within the connector and can be sent to customers and guests. Customers and guests can receive up to three different emails that are scheduled for different time intervals.

Using external dynamic content (EDC), you can include the contents of a cart in your emails.

If you want more flexibility for setting up abandoned carts, you can enrol contacts into an Abandoned cart program.

This allows you to use the program builder to tailor the abandoned carts to fit your business needs. For example, you can include more emails or exit contacts based on specific types of behaviour.

You can check the status of abandoned cart emails in the Campaign Sends report.

To access the Campaign Sends report, go to Reports > Customer Engagement > Campaign Sends.

You can see whether abandoned cart emails are being queued for sending, whether they are being sent to Dotdigital, and whether anything is failing. You can sort and filter this report to more easily find the information you're looking for.