All Collections
Magento Open Source and Adobe Commerce
Magento 1
Quick start: Quick-start user guide (post-installation) - Magento 1
Quick start: Quick-start user guide (post-installation) - Magento 1

The most important things you need to know and do in order to get going once the installation is complete.

Gareth Burroughes avatar
Written by Gareth Burroughes
Updated over a week ago

This guide doesn't cover advanced features.

Sending from Dotdigital to your Magento contacts

Once your installation is complete, you’ll have three new lists in your Dotdigital account.

But what do they mean?

  • Customers: Contacts who've created an account with you; these aren’t necessarily people who've purchased.

  • Guests: Contacts who've purchased with you but have opted not to create an account.

  • Subscribers: Contacts who've chosen to opt into your marketing emails; these contacts can also appear in Guests and Customers.

The Dotdigital menu

Log into your Magento admin panel, go to System > Configuration, scroll down and on the left you see the DOTMAILER menu.

The menu has a number of tabs available:

  • API Credentials:
    This is for your agency/developer to manage the integration with.

  • Data Mapping:
    These is where all of your Magento data fields, and transactional data fields, are mapped to your Dotdigital contact data fields. You can also create custom attributes here if your agency hasn’t already done so.

  • Sync Settings
    Some syncs require Dotdigital's Insight data to be enabled.
    This lets you select the Dotdigital lists that you want to sync to. It also allows you to select the data you want to sync, such as orders, quotes (abandoned baskets), wishlists, reviews and catalog.

  • Abandoned Carts
    Once you’ve created your abandoned cart emails in Dotdigital, this allows you to select which emails to be sent out and when.

  • Automation:
    This allows you to enrol new subscribers, new customers, first customer orders, customer orders, guest orders, approved reviews, and new wishlists onto an automation program that you’ve activated in Dotdigital. Order status emails and review reminders are also set up here.

  • Dynamic Content
    Known as external dynamic content (EDC) in Dotdigital.

    Here you can select the types of live content you’d like to use in your emails created in Dotdigital - things like abandoned cart content, reviews of orders, coupon codes, and product recommendations. Copy and paste the relevant URLs for use in the EDC building block in Dotdigital.

  • Transactional Emails
    Requires Dotdigital's transactional email service.
    This lets you connect your Magento transactional emails to Dotdigital so you can make use of Dotdigital's service to send, manage and track them.

  • Configuration:
    This is for your agency/developer to control how all of the above behave and are configured - such as transactional data, easy email capture, how frequently someone receives abandoned cart emails, catalog syncing, and so on. This is also where your external dynamic content is styled.
    Dotdigital has no control over how Dynamic content is displayed within emails.

  • Developer
    This is used to determine things like your contact sync size, set debugging, manage cron timings, and so on.

Navigate your Magento storefronts

When you want to start configuring each of your individual stores, you can find them in the top left of the Magento admin panel.

  1. Expand the drop-down menu under Current Configuration Scope:.

  2. Select the store you want to configure.

If you only have one store, you won’t need to do this.


The connector uses the legacy name Address books to refer to Dotdigital contact lists.

If you have more than one store under one Magento admin panel, each storefront will need to have a unique configuration.

Your agency typically looks after this, but if not, make sure you let them know that they need to be able to identify each store differently when it comes to lists - such as a format using names like '

  • Storefront1 Magento Customers

  • Storefront2 Magento Customers

  • Storefront1 Magento Subscribers

  • Storefront2 Magento Subscribers

These lists then get synced to Dotdigital, meaning you don’t need to worry about all customers ending up in one list.

To do this:

  1. Select Sync Settings in the DOTMAILER menu

  2. Clear the Use default checkbox to the right.

  3. Create the necessary lists and then select the list you'd like to add contacts to by selecting them from the Add Customers/Subscribers/Guests To dropdowns.

Default versus custom settings

Each of your storefronts needs a unique configuration if you want your automations to enrol to different programs, or if you want to select different campaign content.

Setting up everything on the default storefront results in all of your settings cascading down to your other stores.

To avoid this happening, you should go into each storefront and deselect the Use Default checkbox. You can then select the triggered campaigns or active programs you've created in Dotdigital on a per storefront basis.

Data fields

Other than the standard data field values that are synced such as customer information, shipping and billing addresses, sales and system history, you also have the option to create new and unique data fields.

Unlike order history, sales history is flat data like your last purchase date, last purchased brand, most purchased category, and so on.

To do this:

  1. Select Data Mapping

  2. Select Create Data Field.

If you’re selecting the data field type as numeric, ensure none of your numeric values start with a 0. If they do, then you must create them as a string instead, for example, for phone numbers.


Welcome emails

Using automation with your customer activity is a great way to get the most out of the connector and enrol certain behaviours to selected programs.

First, you must create your program in Dotdigital and activate it with no scheduled enrolment.

Learn how in the Program builder section of the Help Centre.

Once this is done, go to the connector's Automation section under the Dotdigital menu. The types of visitor actions you can enrol upon are displayed below.

Abandoned cart emails

Abandoned cart automation works a little differently to the standard welcome automation. Rather than creating your program in Dotdigital, all you need to do is set up the triggered campaign content in Dotdigital.

Once done, head back to the connector's Abandoned Carts section under the DOTMAILER menu and select the delay prior to sending each campaign. All your triggered campaign content appears in the Campaign To Send drop-down menu, so make sure you keep to a naming convention that’s easily identifiable.

After setting this up, we recommend that you test your abandoned cart emails. You won’t want everyone to receive them, so you need to set up an exclusion list.

To do this:

  1. Go to Marketing Automation > Exclusion Rules from Magento admin panel's top navigation bar

  2. Select Add New.

  3. Under Rule Information, give your rule a name.

  4. For Conditions, select Add New Condition.

  5. Select Email as the attribute, set your condition to is not and then add your test email address as the value.

    This results in excluding everyone who is not your test contact.

If you want to use more than one email address, change the Conditions Combination Match to ANY.

Once you’re happy with your testing, you can delete the exclusion rule, or use it to create other rules, such as excluding anyone who’s basket value is less than a certain amount.

If you want to prevent contacts from receiving too many abandoned cart emails within a certain time period, then you can change the rule set to impose a limit.

  1. Go to Configuration under the DOTMAILER menu

  2. Select Abandoned Carts.

  3. Expand the Abandoned Cart Limit drop-down menu and select the time period until the next abandoned cart email can be sent.

Did this answer your question?