Knowledgebase: Add-Ons

How do I set up 3dReminders?

 

The Shift4Shop Automatic Reorder Reminders feature - a.k.a 3dReminders - allows you to configure product specific reminders that will automatically send an email to your customers who purchase the product. This can be useful if your product line contains items that need regular replenishment like replacement parts, batteries, dietary supplements, maintenance items, etc.

During checkout, customers purchasing the product will be allowed to select the frequency of their reminders and your store will email them accordingly to remind them that their item is up for replenishment - based on their set frequency.

If you have purchased the additional 3dReminders Plugin for your Shift4Shop store, this article will illustrate how you can set it up.

Note
If you are interested in purchasing the 3dReminders (and any other) Plugin, please visit our Shift4Shop App Store for more details.


Setting up the Frequencies

After you've purchased the plugin you will be notified when it is added to your account. Your next step will be to specify the frequency of selectable time frames.

Log into your Shift4Shop Online Store Manager and, using the left hand navigation menu:

  1. Go to Modules
  2. Search for the "Product Reminders" module and click on the +Icon to expand the selection.

Note:
This section will be added to your Online Store Manager page after your order for the plugin has been confirmed.

  1. Click on the "Change Settings" link

Once you're in the Settings Page you will need to specify the available frequencies you want to have for the products.

  1. Click on the "+Add" button at the top right and enter your caption
  2. Then Enter the number of days for the selection
  3. Repeat steps 3 through 5 as much as needed to get your frequencies added.

Note
The actual sorting and display of the frequencies will be based on the number of days, regardless of the order they are added to the interface. In other words, 15 days will be displayed on the drop down menu before 45 days, and so on.


Enabling the Plugin

Now that your frequencies have been created, your next step is to enable the plugin globally on your store.

Log into your Shift4Shop Online Store Manager and, using the left hand navigation menu:

  1. Go to Modules
  2. Search for the "Product Reminders" module and click on the +Icon to expand the selection.
  3. Place a mark into the "Enable Product Reminders" checkbox
  4. Click "Save" at the top right

Enabling 3dReminders for Individual Products

Now that your Plugin is enabled and configured for use, the final step is to enable the 3dReminder option for each product you wish to set the option for.

  1. Go to Products >Product List
  2. Select your desired product and click its repsective "Edit" button
  3. Click on the product's "Advanced" tab.

You should now see two new options:

  • Enable Reminders
    Marks this product as Available for Reminders
  • Reminders default frequency
    Specify if you want the reminder to use a default frequency or if you'd like to give your customer the choice of selecting one on their own.

Editing the Reminder Email

You can also edit the reminder email that is sent to the customer. To do this, you will need to go to Settings >Design >Emails.

The Reminder Email template will be located towards the end of the first section labeled "Customer Emails"

Tip
You can also change the wording of the product's reminder section within your Online Store Manager's Store Language section. Go to Settings >Design >Store Language (under the "Product" heading)


Comments (0)
Help Desk Software by Kayako fusion