How to migrate from Follow-Up Emails

Overview

This document describes how to migrate from the Follow-Up Emails extension to the AutomateWoo extension.

Please see Follow-Up Emails vs AutomateWoo for a comparison between these two extensions.

The migration from Follow-Up Emails to AutomateWoo is a manual process and all existing workflows will need to be created manually by setting up similar options in AutomateWoo. Refer to the generic steps below for help in the migration process:

Install, activate, and set up the AutomateWoo extension.
Go to Follow-Up > Emails and open a “Follow-Up Email” workflow that you want to migrate.
Go to AutomateWoo > Workflows, click “Add Workflow” and add a title.
Make note of the selected trigger from the “Follow-up Details” meta box and find an equivalent AutomateWoo trigger for it from the mappings here.

Select the equivalent AutomateWoo Trigger in the workflow trigger dropdown.

Note: Some triggers have options to run only for specific scenarios. For example, “After File Downloaded” trigger enables the “Downloadable Files” option, allowing you to select the specific file you want to run the trigger on.
Follow-Up Emails provides options to select a “Product” and/or “Category” and will only run triggers for those specific matches. AutomateWoo provides similar triggers, so be sure to check if a product or category is selected in the Follow-Up Emails workflow and add similar rules to the AutomateWoo workflow.
Match any additional Rules set in the Follow-up Emails workflow and add similar Rules to the AutomateWoo workflow.

Set workflow timing similar to Follow-Up Emails (Sending Delay) in the “Timing” meta box by selecting the “Delayed” option.
Open the “Settings” tab and add equivalent rules to AutomateWoo. More detailed information on each setting is provided here.
Follow-Up Emails:

AutomateWoo:

AutomateWoo provides the “Workflow – Run Count for Customer” rule to limit the number of workflow runs for each customer. To migrate the Follow-Up Emails’ “Send once per customer” setting to AutomateWoo, we can add the rule Workflow – Run Count for Customer – “is” – 0 to make it run only once per customer. Once the workflow’s run count has reached 1, this rule will prevent it from running a second time for the specific customer.

Open the “Coupons” tab and check if “Generate a Coupon Code” is checked. Create a template coupon by following the guide here.
Open the “Exclusions” tab and add equivalent rules to AutomateWoo.
Follow-Up Emails:

AutomateWoo:

Click “Add Action” in the actions section and Select “Send Email” action.
Note: AutomateWoo has multiple actions to choose from (Send Email, Updating Order, Customer Data, etc.).
Add the value {{customer.email}} to the “To:” field. Follow-Up Emails doesn’t have a To field value as it always sends emails to the customer, while AutomateWoo provides a To field which supports variables and multiple emails.
Open the “From” tab and fill in the “Reply to” fields.
Follow-Up Emails:

AutomateWoo:
Add an “Email subject”, “Email heading”, and “Email preheader” accordingly.
Copy email content from Follow-Up Emails to the new workflow. Replace Follow-Up Emails variables with AutomateWoo variables. Equivalent AutomateWoo variables can be found here.
Follow-Up Emails:

AutomateWoo:

Open the “Google Analytics” tab and enable tracking if needed. Also, add your “Link Tracking” information if used. Check the checkbox for “Enable Conversion Tracking”, conversion tracking is always enabled in Follow-Up Emails, but in AutomateWoo it needs to be enabled separately for each workflow.
Follow-Up Emails:

AutomateWoo:
Follow-Up Emails has custom email templates, which can be added and edited from the WordPress Admin and then used dynamically to add information anywhere in a template using {section:*}…{/section:*}. To use the same template in an AutomateWoo workflow, you can add the “Send Email – Raw HTML” action and migrate all the template HTML to it. Equivalent variables will need to be replaced. AutomateWoo also offers support for custom email templates and design customization. For more information, please visit AutomateWoo’s documentation page on the topic.
Click the Preview link to preview your email and ensure it appears as expected.
Save Workflow… Done!

Notes

AutomateWoo comes with pre-configured workflows (Presets) that you can choose from to quickly and easily create your own workflows. You can check if any of the presets match your Follow-Up Emails and you can directly create a workflow with a single click. They include example content that you can build upon and modify to meet your store’s unique needs (see more information here).
Some Follow-Up Emails features are missing in AutomateWoo. You can learn more about that here.

Follow-Up Emails	AutomateWoo
after first purchase	Trigger: Order Processing/Order Completed+Rule: Order – Is Customer’s First = Yes
after added to cart	Cart Abandoned triggers
after customer purchased more than one time	Trigger: Order Processing/Order Completed+Rule: Customer – Order Count “is greater than” 1
after downloadable file added	Exact same trigger is not available in AutomateWoo, similar trigger is:Downloadable Product Purchased
after file downloaded	File Downloaded
file not yet downloaded	File Not Yet Downloaded
after Coupon used	Trigger: Order created+Rule: Order – Coupons “matches any” Coupon
after Order Status: any	Order Status Changes/Order [status]
after refunded manually	Order Refunded Manually
after refunded successfully	Order Refunded

Follow-Up Emails	AutomateWoo
after user signs up	Customer Account Created
after user signs up to a list	(Not available in AutomateWoo)

Follow-Up Emails	AutomateWoo
after last purchase	Trigger: Order Processing/Order Completed+Rule: Customer – Last Paid Order Date “is not in the last” – X – Days/Hours
after order total is above	Trigger: Order Processing/Order Completed+Rule: Order – Total “is greater than” – X
after order total is below	Trigger: Order Processing/Order Completed+Rule: Order – Total “is less than” – X
after customer purchased more than one time	Trigger: Order Processing/Order Completed+Rule: Customer – Order Count “is greater than” 1
after total orders by customer is equal to	Trigger: Order Processing/Order Completed+Rule: Customer – Order Count “is” X
after total orders by customer is greater than	Trigger: Order Processing/Order Completed+Rule: Customer – Order Count “is greater than” X
after total purchase amount by customer is equal to	Trigger: Order Processing/Order Completed+Rule: Customer – Total Spent “is” X
after total purchase amount by customer is greater than	Trigger: Order Processing/Order Completed+Rule: Customer – Total Spent “is greater than” X

Follow-Up Emails	AutomateWoo
after subscription activated	Trigger: Subscription Status Changed Status changes from: [Any] Status changes to: Active
after subscription renewed	Subscription Renewal Payment Complete
after subscription cancelled	Trigger: Subscription Status Changed Status changes from: [Any] Status changes to: Cancelled
after subscription pending cancellation	Trigger: Subscription Status Changed Status changes from: [Any] Status changes to: Pending Cancellation
after subscription expired	Trigger: Subscription Status Changed Status changes from: [Any] Status changes to: Expired
after subscription suspended	Trigger: Subscription Status Changed Status changes from: Active Status changes to: On Hold
after subscription reactivated	Trigger: Subscription Status Changed Status changes from: On Hold Status changes to: Active
after subscription renewal payment failed	Subscription Renewal Payment Failed
after a renewal order has been created	Trigger: Subscription Order Created Subscription order types: Renewal
before next subscription payment	Subscription Before Renewal
before active subscription expires	Subscription Before End

Follow-Up Emails	AutomateWoo
Before Booked Date	(Not available in AutomateWoo)
After Booked Date	(Not available in AutomateWoo)
After Booking is Created	Booking Created
After Booking Status: [Status]	Trigger: Booking Status Changed Status changes from: [Any] Status changes to: [Status]

Follow-Up Emails	AutomateWoo
before membership expires	(Not available in AutomateWoo)
after membership status: [Status]	Trigger: Membership Status Changed Status changes from: [Any] Status changes to: [Status]

Follow-Up Emails	AutomateWoo
after selecting a specific answer	Specific Answer Selected
after signed up to a course	Signed Up To a Course
after course is completed	Course Completed
after lesson is started	Lesson Started
after lesson is completed	Lesson Completed
after completing a quiz	Quiz Completed
after passing a quiz	Quiz Passed
after failing a quiz	Quiz Failed
after lesson added	(Not available in AutomateWoo)

Follow-Up Emails	AutomateWoo
After: Points Earned	(Not available in AutomateWoo)
Earned Points per order is greater than	(Not available in AutomateWoo)
Total earned points is greater than	(Not available in AutomateWoo)

Follow-Up Emails	AutomateWoo
{item_names}	{{ order.items \| template: ‘list-comma-separated’ }}
{item_names_list}	{{ order.items \| template: ‘list-comma-separated’ }}
{item_prices}	Use {{ order.items }} with available template options.
{item_prices_image}
{item_codes_prices}
{item_prices_categories}
{item_categories}
{dollars_spent_order}	{{ order.total }}
{customer_username}	{{ customer.username }}
{customer_first_name}	{{ customer.first_name }}
{customer_last_name}	{{ customer.last_name }}
{customer_name}	{{ customer.full_name }}
{customer_email}	{{ customer.email }}
{order_number}	{{ order.number }}
{order_date}	{{ order.date \| format: ‘site’ }}
{order_datetime}	{{ order.date \| format: ‘mysql’ }}
{order_subtotal}	{{ order.subtotal }}
{order_tax}	{{ order.meta \| key: ‘_order_tax’ }}
{order_pay_method}	{{ order.payment_method }}
{order_pay_url}	{{ order.payment_url }}
{order_billing_address}	{{ order.billing_address }}
{order_billing_phone}	{{ order.billing_phone }}
{order_shipping_phone}	(Not available in AutomateWoo)
{order_shipping_address}	{{ order.shipping_address }}
{coupon_code}	{{ customer.generate_coupon }}
{coupon_code_used}	(Not available in AutomateWoo)
{coupon_amount}	(Not available in AutomateWoo)
{store_url}	{{ shop.url }}
{store_url_secure}	{{ shop.url }}
{store_url=path}	{{ shop.url }}
{store_name}	{{ shop.title }}
{unsubscribe_url}	{{ customer.unsubscribe_url }}
{post_id=xx}	(Not available in AutomateWoo)
{download_url}	{{ download.url }}
{download_filename}	{{ download.file_name }}
{webversion_url}	(Not available in AutomateWoo)
{webversion_link}	(Not available in AutomateWoo)
{amount_spent_order}	{{ order.total }}
{amount_spent_total}	{{ customer.total_spent }}
{number_orders}	{{ customer.order_count }}
{last_purchase_date}	(Not available in AutomateWoo)
{cart_contents}	{{ cart.items }}
{cart_total}	{{ cart.total }}
{cart_url}	{{ cart.link }}
{refund_amount}	{{ refund.amount }}
{refund_reason}	{{ refund.reason }}
{cf ID field_name}	(Not available in AutomateWoo)

Follow-Up Emails	AutomateWoo
{item_name}	{{ product.title }}
{item_code}	{{ product.sku }}
{item_url}	{{ product.permalink }}
{item_category}	(Not available in AutomateWoo)
{item_price}	{{ product.current_price }}
{item_quantity}	(Not available in AutomateWoo)

Follow-Up Emails	AutomateWoo
{course_name}	{{ course.title }}
{course_url}	{{ course.url }}
{course_link}	{{ course.url }}
{course_results_url}	{{ course.results_url }}
{certificate_url}	{{ course.certificate_url }}
{certificate_link}	{{ course.certificate_url }}
{lesson_name}	{{ lesson.title }}
{lesson_url}	{{ lesson.url }}
{lesson_link}	{{ lesson.url }}
{quiz_url}	{{ quiz.url }}
{quiz_link}	{{ quiz.url }}
{quiz_grade}	{{ quiz.grade }}
{quiz_passmark}	{{ quiz.passmark }}
{teacher_first_name}	{{ teacher.first_name }}
{teacher_last_name}	{{ teacher.last_name }}
{teacher_name}	{{ teacher.full_name }}

Follow-Up Emails	AutomateWoo
{subs_start_date}	{{ subscription.start_date \| format: ‘mysql’ }}
{subs_end_date}	{{ subscription.end_date \| format: ‘mysql’ }}
{subs_renew_date}	{{ subscription.next_payment_date \| format: ‘mysql’ }}
{days_to_renew}	(Not available in AutomateWoo)
{subs_trial_length}	(Not available in AutomateWoo)
{subs_first_payment}	(Not available in AutomateWoo)
{subs_cost_term}	(Not available in AutomateWoo)
{subs_cost}	{{ subscription.total }}
{subs_id}	{{ subscription.id }}

Follow-Up Emails	AutomateWoo
{membership_plan}	{{ membership.plan_name }}
{membership_plan_discounts}	(Not available in AutomateWoo)
{membership_renew_url}	{{ membership.renewal_url }}
{membership_end_date}	{{ membership.date_expires \| format: ‘mysql’ }}
{membership_start_date}	{{ membership.date_started \| format: ‘mysql’ }}

Follow-Up Emails	AutomateWoo
{current_points}	{{ customer.points }}
{points_earned}	(Not available in AutomateWoo)
{reward_event_description}	(Not available in AutomateWoo)

How to migrate from Follow-Up Emails

Notes

1. A welcome email for new customers with coupon

2. Reward repeat customers with a coupon