Contacthub Connect for Magento

Version 1.0.0

Installation and Configuration Guide

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Table of contents

• Introduction
• Requirements
• Installing the Magento plug-in
• Configuring the Magento plug-in
• Appendix A: Which customer data and activities does the Magento plug-in save in Contacthub?
• Appendix B: How to set up automated emails for abandoned shopping cart

Introduction

The Contacthub Magento plug-in enables you to automatically send all of the activities that your customers undertake on the e-commerce platform to Contacthub, without the need to write any code. The extension automatically collects individual customer information such as:

• The pages they visit
• The products they add to, or remove from, their shopping cart
• The orders they complete

It also ensures potentially valuable information is not lost, by retaining events and actions that are related to customers who have not yet been identified because, for example, they are not logged in, or they have not yet registered. The data is stored by Contacthub, ready to be associated with the customer as soon as they are identified later.

Installing the plug-in is very simple, while configuring it requires just a few minutes.

Requirements

The Contacthub Magento plug-in requires Magento CE version 1.9. Further details about Magento 1 system requirements are available on Magento website.

An alternative version of the Contacthub Magento plug-in for Magento CE version 2.x is available on Github, at the address https://github.com/contactlab/contacthub-connect-magento2.

Installing the Magento plug-in

To install the plug-in, do the following:

• Log in to Magento Admin, click System > Cache Management and enable all cache types.

Cache Management with all cache types enabled

• Click System > Tools > Compilation and ensure that Compiler Status is set to Disabled.

Compiler Status set to disabled

• Establish an FTP/SFTP/SSH connection with your website source folder.

• Upload all of the folders and files in the extension package to the root folder of your Magento installation.

Example of the Magento root folder

Note:

You should ensure that you use the Merge upload mode of your client to add the new files, and do not replace any existing folders. While Merge is often the default setting of FTP/SFTP clients, you should check to be certain. If you are using MacOS, we recommend that you use Transmit.

If you install several extensions from Amasty, they will contain some files that are the same as those in the Base package. You can overwrite these freely, as they are the system files that are used by all of our extensions.

• Click System > Cache Management and then click Flush Cache Storage.

  After you have done this, the extension installation is complete.

• You can now enable compilation, if you need to do so, under System > Tools > Compilation.

• Log out of Magento Admin and then log back in again, to allow Magento to refresh permissions.

Configuring the Magento plug-in

To configure the plug-in, do the following:

• Log in to Magento Admin, then click System > Configuration.

The Magento Admin System options

• Click CONTACTLAB > Setup in the Magento Configuration panel, positioned to the left of the screen.

The Contactlab Setup screen, with the General panel displayed

• Click General and under Enable, select Yes to enable the Contactlab module.

• Under Days before a task is regarded as obsolete, enter the appropriate number of days.

• Enable debug if required.

• If you want to receive error notifications by email, click Error notification email and complete the fields.

The Error notification email panel

• Ensure that Magento Cron is activated. If not, contact your system administrator.

• Ensure that you are still in the System > Configuration section and click CONTACTLAB > Contacthub in the Magento Configuration panel.

• Click General and enter or paste the APIToken, API Workspace ID and API Node ID details in the appropriate fields.

The Contacthub General settings

• Click Event track and do the following:

  • Enable the customer events that you want to trace

  • Enter a name for the Newsletter Campaign

  • Select whether you want to track Abandoned Cart events from non-subscribed customers

    If you select No, Contacthub only tracks Abandoned Cart events for customers who are subscribed to a newsletter.

  • Enter the Minimum number of minutes before sending an Abandoned Cart event

  • Under Maximum number of minutes before sending an Abandoned Cart event, enter the maximum number of minutes that an Abandoned cart event should be tracked.

    Required to avoid tracking older events.

The Event track settings

• Click Cron Export Events Settings and define:

  • The maximum number of events to export, under Limit events to export

  • The export Frequency

  • The number of Repeats

Appendix A: Which customer data and activities does the Magento plug-in save in Contacthub?

Customer Profile Data

Contacthub	Magento	Note
title	getModel("customer/customer")->getPrefix()
firstName	getModel("customer/customer")->getFirstname()
lastName	getModel("customer/customer")->getLastname()
gender	getModel("customer/customer")->getGender() == 1 ? 'Male' : 'Female'
dob	date('Y-m-d', strtotime(getModel("customer/customer")->$customer->getDob()))
locale	getStoreConfig('general/locale/code', $this->getStoreId())
contacts.email	getIdentityEmail()
address.street	getModel('customer/address')->getStreet()	Address data loaded from getDefaultBilling()
address.city	getModel('customer/address')->getRegion()	Address data loaded from getDefaultBilling()
address.country	getModel('directory/country')->load(getModel('customer/address')->getCountry())->getName()	Address data loaded from getDefaultBilling()
address.province	getModel('customer/address')->getRegion()	Address data loaded from getDefaultBilling()
address.zip	getModel('customer/address')->getPostcode()	Address data loaded from getDefaultBilling()

Activities

Contacthub	Magento
Viewed product	When the customer views a product.
Viewed product category	When the customer views a product listing belonging to a specific category.
Added product	When the customer adds a product to their shopping cart.
Removed product	When the customer removes a product from their shopping cart.
Added product to wishlist	When the customer adds a product to their wishlist.
Removed product from wishlist	When the customer removes a product from their wishlist.
Order completed	When the customer completes an order.
Logged in	When the customer logs in to their account.
Logged out	When the customer logs out of their account.
Subscribed to newsletter	When the customer subscribes to your newsletter.
Unsubscribed from newsletter	When the customer unsubscribes from your newsletter.
Order shipped	When your company ships the products in the order.
Abandoned cart	When the customer added a product to their cart, but did not complete the order/transaction.

Order Completed

To identify the order data: $order = Mage::getModel('sales/order')->loadByIncrementId($eventData->increment_id)
To export each individual product (item) included in the order: $order->getAllItems() as $item
To export all the details of each individual product (item): $product = Mage::getModel('catalog/product')->load($product_id)

Contacthub	Magento	Note
Contacthub	$order->getIncrementId()
type	sale
storeCode	$order->getStoreId()
paymentMethod	Not available
amount.local.exchangeRate	$order->getStoreToOrderRate()	This is the exchange rate used when the data is loaded.
amount.local.currency	$order->getOrderCurrencyCode()
amount.total	$order->getGrandTotal()
amount.revenue	$order->getGrandTotal() - $order->getShippingAmount() - $order->getShippingTaxAmount()
amount.shipping	$order->getShippingAmount() + $order->getShippingTaxAmount()
amount.tax	$order->getTaxAmount()
amount.discount	$order->getDiscountAmount()
products.type	sale
products.id	$product->getEntityId()
products.sku	$product->getSku()
product.name	$product->getName()
products.linkUrl	Mage::getUrl($product->getUrlPath())
products.imageUrl	Mage::helper('catalog/image')->init($product, 'image')
products.shortDescription	$product->getShortDescription()
products.category	$this->getCategoryNamesFromIds($product->getCategoryIds())
products.price	$item->getPrice()
products.subtotal	$item->getRowTotal()
products.quantity	$item->getQtyOrdered()
products.discount	$item->getDiscountAmount()
products.tax	$item->getTaxAmount()
product.coupon	$order->getCouponCode()
context.store.id	Mage::app()->getStore()->getStoreId()
context.store.name	Mage::app()->getStore()->getName()
context.store.country	Mage::getStoreConfig('general/country/default')
context.store.website	Mage::getUrl('', array('store' => Mage::app()->getStore()->getStoreId()))
context.store.type	ECOMMERCE

IMPORTANT: Any customizations in the Magento path will not be exported to, or available in Contacthub, as these could compromise the plug-in operation.

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