Personalized WooCommerce new order emails. Introduction to customer segmentation

In this article I’ll, show you two examples of a customized WooCommerce new order emails. One example will be for a ShopMagic free users, while the second, slightly more complex, will require ShopMagic PRO and its add-ons. Grab a coffee (or any other preferable drink) and spare a few minutes for me.

What is ShopMagic – marketing automation plugin and how does it work?

If you haven’t heard about our plugin, I’ll briefly explain what exactly is ShopMagic, because the marketing automation phrase does not fully define its capabilities.

At the beginning, ShopMagic was able to send fully automated emails to customers. Whether it was a WooCommerce new order email, order processing or order completed, your customer would receive a proper email notification with properly configured automations.

Since then, we have implemented lots of features, which no longer qualifie ShopMagic as only a marketing automation plugin. More like a multitask power machine for your WooCommerce store. But let’s be honest – marketing automation sounds better.

Instead of ponder about the proper definition, take a look on a list of features there are available in ShopMagic:

• Manual Actions
• Review Requests
• Delayed Actions
• Customer Coupons
• Advanced Filters
• Marketing opt-ins and Lists
• Action Queue and Outcomes
• Testing emails

If that’s not enough (no way!) I’m happy to announce that in about three weeks we are going to release another highly requested feature – Abandoned Carts. Moreover, next few months will also be filled with other great and highly requested add-ons and implementations.

Where can I download ShopMagic and how to install it?

Now, as you know that you can use ShopMagic not only to send a WooCommerce new order emails, we can move to its installation. It’s a very quick and easy process. Take a look at this screenshot:

 
You can download ShopMagic from the WordPress.org website or install directly through your plugins section in admin’s dashboard.

WooCommerce new order emails for ShopMagic free

Even the free version of ShopMagic will let you create better WooCommerce new order emails than a standard WooCommerce notification.

How to create an automation for the new order email?

Similar to installation, it is a very straightforward process. First, find ShopMagic in your dashboard and click on the Automations. Clicking on it will open a new window and then click Add new :

 
You will be able to fill the description and choose a proper Event. You can describe your automation however you want, mine will be “WooCommerce new order email free”. From the Event select New Order.

Setting up a Filter and Action for the WooCommerce new order emails

If you decide that you want to send different emails to customers who buy different products – use the Filter to precisely choose these products. For example, if you are running a pet store, you will be able to send different emails to cat and dog lovers. I think that they will appreciate it 🙂

 
When it comes to the Action field, you will see a few fields to fill but most of them are very straightforward.

Starting from the top, select a type of action (Send email) than fill the description field if you want. Field To is to add an email’s recipient and it’s prefilled with a handy placeholder { customer.email }.

HINT: Do you know that you can use your own HTML code? Instead of Send email click on Send email – Raw HTML.

In the Subject and Heading, write a short and eye-catching messages. For the Template – I chose the WooCommerce template.

For a longer communicate there’s a dedicated field called… Message. Here you can write detailed information to your customer. Of course, with a full support of available placeholders.

Send a test email to preview your automation

Curious how your email will look like? ShopMagic is equipped with a useful solution. Click on Send test (which I marked on a screenshot) and send it to the indicated email. If you were following this guide, it will be similar to mine:

How to send WooCommerce new order emails – PRO version

Whether you are a ShopMagic PRO user or not, you may find this part useful as I’ll show you some benefits which comes exclusively with our add-ons. In our example I’ll use Advanced Filters for better customer segmentation and Customer Coupons to create a small discount. Because, who doesn’t like discounts?

Creating an automation for the WooCommerce new order emails

This process is identical to the described in the above section, where we were creating an automation for the free version of ShopMagic. Describe the automation accordingly to your preferences and pick a New Order Event.

How to segment customers in WooCommerce

Finally, using a ShopMagic full potential. Advanced Filters comes with lots of useful filters which you can use to segment your customers. You want target only those who bought product in July? No problem. Special promotion for customers who are using PayPal? Consider it done.

In our example we will use Order - Item Categories and Order - Shipping Method filters. With such a segmentation, only customers who bought something from the “Cat” category and at the same time will pick item from your store will receive this email.

Creating an action for the WooCommerce new order emails

Final step of every automation is to choose and create an Action. The whole process is similar to the free and PRO users with few differences.

Choose a type of action and write, how you describe your action. Under the description there will be an option to delay en email. We won’t use it in our example, but this feature lets you delay sending an email for a specified amount of minutes, hours, days and weeks. You can check a dedicated website for more information about it.

Fields To, Subject and Heading are self-explanatory. Similarly to the above guide, we are using a standard WooCommerce template.

I mentioned earlier that beside Advanced Filters, we will use another add-on, Customers Coupon. Now is the time to do it. With this add-on I created a personalized and unique coupon for every recipient of this email. Customer who will receive it, will be able to use it for the next purchase, but it was my choice. Every time it’s the store admin decision, what will be the usage conditions of customers coupons, created with ShopMagic.

How to test and preview your newly created automation

If a feature is part of the free version of ShopMagic, it’s definitely in the PRO version also. So test your email with Send test feature. If you want to make some changes – feel free to do it until you will be fully satisfied with the result:

Is that all ShopMagic can do?

Absolutely not! If you are looking for any other guides, check the guide category. We’ve covered all the WooCommerce order statuses, so I’m pretty sure that you will find something useful there. And if not, that’s not a problem. Write to us with a specified scenario which you want to create and our dedicated support team will gladly help you.