Birthday Coupon extension lets you not only to send birthday congratulations to your users, but also make them a gift with a discount. Configure the module the way you like: set your own code display, indicate an email template, choose a sender, and so on. Birthday Coupon has a number of features and options handy for store owners
Birthday Coupon has a special option in its configuration tab responsible for quick extension enabling and disabling. So, after installation, you can quickly switch it on with one single click. Moreover, you can turn it off when your perform, for example, overall website testing or anything else.
The extension allows you to create your own discount rules with the particular configurations. The only option here that must be set in a definite way is coupon auto generation. All the rest you are free to configure the way you like, including the amount of your discount and other accompanying features.
You don’t have to send or configure every coupon manually - they will be dispatched automatically. Right after you set specific discount rules with coupons auto generation and assign them to the extension, the process of automatic sending will start. So, you won’t have to control everything - it will work without your constant monitoring.
Birthday Coupon has a number of functions for discount code appearance customizing. For example, you can enter a suffix and a prefix that will apply to all the codes or you can set a separating dash every particular number of symbols. There is also a possibility to indicate the overall possible amount of symbols excluding the mentioned prefix, suffix, and separators.
The same as coupons, emails will be sent automatically right after enabling the extension. There is no need to create and send an email every time a client has a birthday. Once you set a correspondent template, your clients will receive these email upon their birthdays.
It is not always reasonable to give a discount in the same day when a person has a birthday. It is way better to send a coupon in advance so as to let a customer schedule a shopping trip and as a result buy something as a gift for a birthday. You set the exact number of days before a birthday, when a coupon will be sent. You can even set it to be delivered after birthday if you wish - the extension supports this feature as well.
There are no single texts in this extensions that are used in every email. You can write your own text and use it in the congratulation emails. Birthday Coupon supports the Magento templates, so you can create one and use it for your emails.
The email address of a sender is not taken automatically from an unknown source. You are the person, who sets it, so it shouldn’t necessarily be an email of the head manager or whatever. Set the email you wish and let your clients see the particular sender of your emails.
First of all, you need to develop separate price rules for operating wit Birthday Coupon extension. To do so, go to Promotions > Shopping Cart Price Rules. Here you can configure the rules the way you like, except for Coupon and Coupon Code. In these fields you should set “Specific Coupon” and “Use Auto Generation” correspondingly. All the other options are free to configure up to your requirements.
All the main configurations of Birthday Coupon can be find in System > Configuration > NEKLO > Birthday Discount Coupon > General Settings. Here you will find everything for proper primary adjustment. The field “Is Enabled” regulates functioning of the extension. With the help of it, you can disable and enable it anytime you like with no efforts. In “Associated sales rule” you can assign price rules for Birthday Coupon to work with. You have created new price rules with auto generated coupons especially for this feature. “Send emails X days before birthday” sets when exactly the emails with a discount code will be sent. Bear in mind that you can set here a negative number and it will mean that a coupon will be sent after a client’s birthday.
Further in this window you will come across the tab called “Coupon generator settings”. It is fully responsible for code configurations. The first option here called “Code Length” allows you to set the wished amount of symbols that the created coupon code will contain. In “Code Format” you can indicate one of the three possible ways how your code will be displayed: in alphanumeric, alphabetical, or numeric manner. “Code Prefix” and “Code Suffix” add new parts to your code that will be attached to all the sent codes. In “Dash Every X Characters” you can set a dash-separator that repeats every number of symbols you have set.
The last tab in this window is called “Email settings” and it allows to configure all the main features connected with emails, like emails sender and the overall message. “Birthday Email Template” is aimed to set a text template used in congratulation emails. In “Birthday Email Sender” you can set the addresser of your emails.
Just in case if you have lost among Magento standard configurations and now can’t find the tabs, where templates and senders can be created, we remind you of the paths to them. So, to create a new email template, go to System > Transactional Emails. Here you will see the table with all the available templates. If you don’t yet have an appropriate template for your Birthday Coupon email, click on the button “Add New Template”. You will appear on a tab, where you can create a new email template.
To change the email senders and adapt them to your current situation, go to System > Configuration > General > Store Email Addresses. You will find 5 standard senders. Adjust them the way you like: set your own name and email addresses appropriate for your current tasks. Don’t forget to “Save Config”.
Extension installation doesn’t take much time. At first, you should have FTP/SSH access details and disable code compilation before you perform main steps of the process of installation. I f you leave the setting enabled, your website can become inaccessible. To disable it, go to System > Tools > Compilation and click on the button “Disable”. Then you should perform the following steps:
1. Download a folder with the extension
2. Extract all the files in it in your Magento 1 root folder installation.
3. Clean your cache in System > Cache Management.
4. Turn on the code compilation again in System > Tools > Compilation after you have installed the extension.
5. Log out from Magento and log in again to reload ACL (account control level) rules.
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