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How to send Marketplace emails to subscribers

Summary

With the Matrix42 Marketplace, users can subscribe to a product. The product may be updated at a later date with new files and content, but the user is not notified of these changes. This article will guide you through setting up an email template and sending this to users of a Marketplace product subscription.

Goal

After completing this how-to you will have the ability to send update emails to subscribers of a product.
Before starting, it is assumed that you:

  • Have access to the Marketplace Admin Page.
  • Are familiar with product subscriptions in Marketplace and how they work.

Adding the Email

  1. Login to the Marketplace Admin page:  https://marketplace.matrix42.com/wp-admin
  2. Click on Follow-Up Emails on from the left navigation menu, and then Emails.
  3. Click on Manual Emails
  4. Click on Add New

Creating a New Email

Configuring the Email

  1. From the new Email Page, edit the Email Name - This is an internal name for the email
  2. Edit the Email Subject - This will be the subject the recipient will see:

Edit Subjects

  1. In the Email Type field, select Manual Email
  2. In the Email Template field, select Matrix42 FollowUp Email

Select the email type and template

Adding the Email Content

  1. In the large editor view, switch to Text mode
  2. Input your content and click Save 

Emails must contain certain elements. See the section below for details about the email content!

Sending a Test Email

  1. Ensure you are in the section: Follow-Up Emails > Emails > Manual Emails, you should see your new email in the list.
  2. Mouse over the email and click Send
  3. From the Send Email To select list, choose This Customer, then begin typing the name of the recipient. If they are a Marketplace user, they should appear in the list
  4. Click Send

Sending an Email to all Subscribers of a Product

  1. Ensure you are in the section: Follow-Up Emails > Emails > Manual Emails, you should see your new email in the list.
  2. Mouse over the email and click Send
  3. From the Send Email To select list, choose Customers with an active subscription, then choose your subscription from the list.
  4. Click Send

The Staging Marketplace has the same users as Production, if you test emails on Staging, they can be sent to live users. Check your Send Email To selection carefully!

Emails are sent immediately. Always send a test email to yourself before sending to the subscribers. Once you click send, the email is sent!

For the variables in the email, like {customer_name} to work, the email needs to be sent to a customer. You can sent test emails directly to an email address, but these variables will not work!

More Information

Emails contain variables and tags to structure the content. Below is an example email:
Example Email Code

The above variables are used by the template to format the email. You can select these variables from the right side of the Add Email screen. It's important to have the {section} tags, so the template can structure the email properly. 

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