Overview

The Sync/Segment Customers feature, accessible under Newsletter > MailUp, allow you to:

Why this feature?

Please note that, due to technical limitations, this feature will only retrieve customers who have registered for an account on your shop. It will not retrieve data for purchases performed as guests.

Manually transferring customer information to MailUp

The MailUp Extension for Magento automatically transfers select customer and order data to the MailUp system on a schedule. This is configured in the Settings page.

There are scenarios, however, when you may need to manually transfer customer data to MailUp. For example, here is a couple of typical scenarios.

Performing an initial data transfer

Asking customers that did not opt-in to sign up for your newsletter

Segmenting customers in Magento

The MailUp extension for Magento makes it easy to...

This allows you to execute targeted email marketing campaigns to that Group.

Note: you can segment customers in MailUp extensively using filters, but MailUp does not store a customer's order history, thus the existence of this feature directly in the Magento admin.

Here is a video tutorial that introduces this feature and talks about a typical scenario for one-time email marketing campaigns often run on an ecommerce store.

Log into your Magento admin area and select Newsletter > MailUp > Sync/Segment Customers

Available filters

You can segment customers using a variety of filters. Let's take a look.

 

Note that where a customer account was originally created matters when you are using the store filter. That filter only matches customers created in the store you select. It’s not whether they have purchased in that store or not.

What happens in Magento

  1. Select the filters that you wish to use
  2. When you are done, click on "Apply Filter" in the top-right corner of the page
  3. The following page will show you a sample of the customers that match the filter. The system does not show all customers as that could create a performance issue.
  4. Next, select an existing group (these are the Groups that exist in your MailUp account within the List that has been connected to the Magento store), or create a new one. 
  5. Specify whether you want to send a Opt-in Confirmation Message to new subscribers (see above for detailed information on this setting).
  6. Send the information to MailUp

What happens in MailUp

Send opt-in confirmation message to new subscribers

On the second step of the Sync/segment Customers feature you will see an option to Send opt-in email to new subscribers.

When this checkbox is checked, this is what happens:

This setting is therefore recommended in this scenario:

Here are some use cases that will help you understand how these features are used.

Existing Magento merchant that starts using MailUp

Merchant wants to "pitch again"

(star) In MailUp, the message ID is shown on the page that lists saved messages (Messages > Email > Saved).

Sending a Message

Log into your MailUp admin console to create and send the message to the customers that were imported from your Magento store.

You can include the customer name in the message (e.g. "Dear Paul" instead of "Dear Customer") by using MailUp's Dynamic Tags feature (the Message+ feature package is required).

For this to work with the data coming from the Magento store, however, make sure that the following is true:

For more information about using Dynamic Tags in MailUp, see this video tutorial.

Remember that if you used the Sync/Segment Customers feature with the Send opt-in email to new subscribers option checked...

Filtering customers in Magento vs. MailUp

Although the MailUp extension for Magento allows for automated transfers of useful data from Magento to MailUp, the transaction data available in MailUp remains somewhat limited. There are several cases in which the customer targeting tool added by the extension to Magento allows for filtering that could not be done in MailUp. Here are some examples:

All in all, the transaction data that is transferred to MailUp becomes a great tool for automated, triggered messages (e.g. to contact anyone that has not purchased in over 90 days). The filtering tool in Magento, instead, is a quick and easy way to create targeted groups of customers that can be manually contacted (e.g. a manually executed email marketing campaign).

Related articles

Back to an overview of the MailUp Extension for Magento.