You can choose to enrol contacts into automation programs that you have set up in your Dotdigital account. These enrolments could happen, for instance, when certain visitor actions take place on your storefront or when a contact's order status changes.
Before you start
Things you need to know:
You need to make sure you have saved and valid API credentials, otherwise your Dotdigital programs might not be available to enrol your contacts in. Learn more in Getting started with the API.
The feature works by enrolling contacts into programs one by one within seconds of each other using message queues. Learn more here.
Enrol contacts from visitor actions
In your Dotdigital account, create the program or programs you wish to enrol contacts on.
Learn more in Enrol a contact into a program that starts immediately.
In your store account, go to Stores > Configuration > DOTDIGITAL > Automation and find the heading Visitor action automation enrolment.
Expand the drop-down menu for the action you want to automate, and choose the appropriate program you want to enrol the various types of contacts into.
Select Save Config. A message appears to confirm that the settings have been saved. From now on, these types of contacts are enrolled into the program or programs you've selected and receive campaigns accordingly.
Disable default emails
If you decide to enable the New Customer or New Subscriber program enrolment you might want to disable the default emails that are sent when these actions happen to avoid double messages.
To disable default emails:
Go to Stores > Configuration > DOTDIGITAL > Configuration and finding the heading Admin.
Expand the Disable Newsletter Success and Disable Customer Success drop-down menus and select Yes.
Select Save Config.
Message queue report
This feature uses message queues. To access the message queues report:
Go to REPORTS > Message Queue.
Find the
ddg.sync.automationmessage you want to view then select Show data.
Learn more about message queues here.
Enrol contacts from order status changes
In your Dotdigital account, create the program or programs you wish to enrol contacts on.
To learn more, check out the article Enrol a contact into a program that starts immediately.
In your store account, go to Stores > Configuration > DOTDIGITAL > Automation and find the heading Order Status Automation Enrolment.
Select Add New Enrolment.
Expand the Order Status drop-down menu and choose the order status type you want to enrol.
Expand the Automation Program drop-down menu and choose the automation program you'd like to enrol contacts into for this order status type.
Select Save Config in the top right. A message appears to confirm that the settings have been saved. From now on, contacts with this order status type are enrolled into the program selected and receive campaigns accordingly.
You can select Add New Enrolment again to create another order status type enrolment, or the delete icon to delete an existing order status type enrolment.