Email Reminders - WordPress Plugin

Reminders it's ready to send emails, that was created based on Rules from specific Contacts.
It's can be emails that are sending before or after specific time to the event from Contact data.
Like follow-up emails or friendly reminders about upcoming event.

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FEATURES

  • Reminders
    • Create and send email reminders and follow-up emails.
    • Automatic sending of email reminders by using shortcode in the page(s). Email reminders automatically send, when some user visits the page with email reminders shortcode.
    • Manually send specific email reminder(s) from the admin panel.
    • Listing and real time (ajax) text searching of specific email reminders at reminders page. You can easily send or delete certain reminders.
    • You can filter reminders to show only sent or waiting to send emails reminders, or both.
    • Checking the status near each reminder (sent or not sent), as well as the name of the email template that uses the specific email reminder.
  • Contacts
    • Easily create new contact based on customized contact form.
    • Ability to import contacts from CSV files.
    • Native integration with Booking Calendar plugin. Import all existing bookings. Create contacts in real time after creation of new bookings.
    • Real time (ajax) text searching of specific contact.
    • Ability to edit contact details and deletion of specific contacts.
  • Rules
    • Rules configuration for creation of new email-reminders from existing contacts based on multiple parameters. For example, creating new email-reminders from contacts, where the country is USA, and date of creation of contact 7 days ago, etc...
    • Configuration of time based parameters, which provide ability to configure rules, like: "reminder - 1 day before the event", "follow-up email - 7 days after the event", "after 1.5 months", etc...
    • Ability to create several email templates and select specific email templates for specific rules for creation of email reminders.
    • Manually run specific rules to create email reminders from the admin panel.
    • Automatic creation of email reminders by using shortcode in the page(s). Email reminders automatically created, when some user visits the page with rules shortcode.
    • Ability to edit rule details and delete of specific rules.
    • If you have thousands of contacts and you only need to handle the latest and not all together, you can define a contact ID from which the rule will be executed.
  • Other
    • Mobile friendly.
    • Ajax based admin panel.

EMAIL REMINDERS IS GREAT FOR

  • Send friendly reminders about upcoming events.
  • Send follow-up emails after specific action.

FAQ

Email Reminders

Reminders it's ready to send emails, that was created based on Rule(s) from specific Contact(s). It's can be emails that are sending before or after specific time to the event from Contact data. Like follow-up emails or friendly reminders about upcoming event.

How does it all work?

The reminders page lists all your reminders. You can easily send or delete certain reminder.
You can filter reminders to show only sent email reminders or emails reminders pending sending, or both.
Next to each email reminder, you can check the status of this reminder (sent or not sent), as well as the name of the email template that uses the specific email reminder.

To be able to send a specific reminder, you need to determine the name of the email field from the contact data that is used to send emails. You can define it at the Settings page for the "Email field name" option.

1. Create or import contact(s) at contacts menu page.

2. Create rule for creation new reminders at rules menu page.

3. Execute rule - by clicking on "Run" button near specific rule. After this you will have new reminders at current reminders menu page.

4. Now you can send one or multiple email reminders at current reminders menu page.

- Click the "Send" button next to a specific reminder to send it on the reminders page.

- Or select several email reminders (by checking checkbox next to each specific reminder), and then click on Send button on the toolbar. It will send all selected reminders.

1. Insert the shortcode into the page to send email reminders.

2. When someone visits this page, the shortcode will send email reminders.

Shortcode configuration:

[email-reminders-send status='init' max_count=20 keyword='United States|Canada|Mexico']

[email-reminders-send is_silent=1 max_count=30 not_keyword='United States|Canada|Mexico']

is_silent [ 1 | 0 ] - show or hide text after running shortcode on page.

status [ string ] - status of reminders: 'init', 'sent'; all reminders, if parameter skipped.

max_count [ integer ] - the maximum number of contacts to process during shortcode execution that match the rule condition, starting from the last processed contact ID.

start_num [ integer ] - start from N reminders to send

keyword [ string ] - Find all variants, like USA and Canada. For example: 'United States'. You can use several terms separated by | symbol, which is work like OR : 'United States|Canada|Mexico|Brazil'

not_keyword [ string ] - Find variants, that does not contain such keywords. Work opposite to keyword parameter

Contacts in Email Reminders

The term contact refers to the order of your product or service. It must contain all contact details and information about purchased product or service.

At contacts page lists all your contacts. You can easily search for specific contacts by keyword, edit contact details or delete contacts.

Contact fields structure depend on how a particular contact was added:
1) If you add a contact manually, the system uses fields from contact form configuration
2) When importing contacts from a CSV file, the system uses columns as separate fields
3) During importing from the Booking Calendar plugin, the system uses the structure of booking fields from that plugin

You can define specific contact fields as labels, which will be displayed separately with a specific color in the labels column on the contacts page. Labels can be defined as field names on the "Email Reminders > Settings General page" in the contacts section.

1. Configure the fields to add a new contact on Email Reminders > Settings > Contact Form page.

2. Fill in contact details on Email Reminders > Contacts > Add new page.

3. Click the "Add New" button to create a new contact.

1. Please enter a separator for the CSV file, usually it can be a comma (,) or a semicolon (;) on Email Reminders > Contacts > Import CSV page.

2. You can upload and select the CSV file (by clicking the Upload CSV file button), or simply copy / paste the contents of the CSV file into the text field on Email Reminders > Contacts > Import CSV page.

3. Click the Start Import button to start the import process.

4. On the new screen, you can delete specific columns or rows in the CSV table. You can also change the column names - it will determine the name of the contact fields. Please use only standard characters for field names such as A..Za..z0..9_.

5. Click the Save to DB button for saving contacts.

Its possible to import all bookings from the Booking Calendar plugin.

Please note that the bookings import is similar to importing CSV files. Because of this, you need to enter a separator for the CSV file, usually a (;) semicolon.

Note. For automatically import of new bookings, set checked option Auto import on Email Reminders > Contacts > Booking Calendar Import page.

1. Click the Start Import button to start bookings importing on Email Reminders > Contacts > Booking Calendar Import page.

2. On the new screen, you can delete specific columns or rows in the CSV table. You can also change the column names - it will determine the name of the contact fields. Please use only standard characters for fields such as A..Za..z0..9_.

3. Click the Save to DB button for saving contacts.

Rules in Email Reminders

The term rules refers to the conditions for creating contact-based email reminders.

Why do we need rules at all? Such conditions give us great flexibility to create new email reminders depending on any fields in contacts, and not just on certain specific predefined fields.

The rules page lists all your rules. You can easily edit, delete or run certain rules.

Typically, rules should be run once a day to create new email reminders, depending on the date(s) in contacts and current day.
Of course, this can be more often if the conditions depend on the time of day relative to the current day.
Or rarely, if the conditions are not dependent on dates and only on some other fields. In this case, the conditions may depend on how often new contacts are added to the system.

1. Click on "Add New Rule" button.

2. Select the email template you want to use as a email reminder for sending. You can create and customize email templates on the emails settings page.

3. Configure one or several conditions.
Note. If your condition is for a date field, then you can use a configuration that can be used in the strtotime function.

For example:
Reminder. 1 day before the event: TODAY + 1 DAY
Follow-up email. 7 days after the event: TODAY - 7 DAYS
After 1.5 months: TODAY - 1 MONTH - 15 DAYS

4. Click on Create Rule button.

This field indicates the contact ID from which the rule will be executed. This is useful for situations where you have thousands of contacts and you only need to handle the latest and not all together. Please note that the system runs the rule with iterations by 1000 contacts per iteration to distribute the load on the server. And this field is updated automatically after each run. This is also useful in situations where the execution was interrupted for some reason, and the next time you start with the last processed contact lists.

1) You can edit value of this “starting with contact id” field, if you need to run rule from beginning of all contacts. Usually its required, if you have some conditions based on days or times depending from TODAY date. During each new day, you need to run such rule from beginning of contacts list and check daily conditions, like this: TODAY + 1 DAY or this TODAY - 7 DAYS.

2) Click on Edit rule button.

3) Change “starting with contact id” field value to 0 or some other contact ID number, and click on "Save changes" button

4) Or you can simply click on "Reset rule button" and system will set value 0 to “starting with contact id” field.

1. Click on "Run" button to execute specific rule.

2. System will run rule and create email reminders from contacts based on conditions of current rule.

How all this work?

When you click the run button, the system starts processing contacts from the last time checked contact ID.
In case you need to start processing from the beginning of contacts, you can click the Reset button (at right side near specific rule), or edit this rule and set "Rule run starting with contact id" to certain value.
The system process of 1000 contacts per iteration, which you can see on the log screen on the Rules page.

Each rule can have several statuses:
Not Started - when the rule starts from the beginning of contacts.
In Process - the rule was executed early, but all existing contacts have not yet been processed.
Finished - the rule was processed all exist contacts.

1. Insert the shortcode into the page to create reminders for the specific rule.

2. When someone visits this page, the shortcode starts run rule and reminders are created.
Shortcode configuration:

[email-reminders-rule id=4 max_count=1500 is_silent=1]

id [ integer ] - rule ID to execute.

max_count [ integer ] - the maximum number of contacts to process during shortcode execution that match the rule condition, starting from the last processed contact ID.

is_silent [ 1 | 0 ] - show or hide text after running shortcode on page.

Premium Addons - extend functionality for "Email Reminders" plugin


"Multiple Custom Forms" addon for for "Email Reminders" plugin

Create and configure unlimited number of custom forms with different form fields.
Use these forms during adding new contacts, if you need to use different fields.

"Automate via CRON" addon for for "Email Reminders" plugin

Automate sending and creating email reminders via CRON.

Ability to define specific times and intervals for sending and/or creating new email reminders. For example, you can define the ability to send e-mail reminders for a specific rule (e-mail reminders for Europe) only on weekday mornings from 10:00 to 14:00 UTC.