Contacthub Connect for Magento 2.x

Version 1.0.0

Installation and Configuration Guide

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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 2 plug-in enables you to automatically send all the activities 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 2 plug-in requires Magento CE version 2.x. Further details about Magento 2 system requirements are available on the Magento website.

An alternative version of the Contacthub Magento plug-in for Magento CE version 1.9 is available on GitHub, at https://github.com/contactlab/contacthub-connect-magento.

Installing the Magento 2 plug-in

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

• It is recommended that you install the plug-in using composer, by running the following command in the Magento 2 root folder:

composer require contactlab/magento2-hub
php bin/magento setup:upgrade
php bin/magento setup:static-content:deploy

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

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

• 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 Contactlab > Configuration > Hub.

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

• Under Javascript tracking > Enable JS tracking, select Yes, then enter or paste the Untrusted token from Hub.

• Under Behavior and Logging, select the required options.

• Under Events, do the following:

  • Enable the customer events that you want to trace.

  • Enter a name for the Newsletter Campaign.

• Under Exchange Rates, select the appropriate Base Currency, or click Use system value.

• Under Abandoned Carts, do the following:

  • Select whether you want to Send 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.

• Under Customer Extra Properties, do the following:

  • Under External ID, select the appropriate attribute to use as an identifier, if required.

  • To map a Hub attribute to a Magento one, do the following, as required:

    • Under CustomerAttribute, click Add.

    • Enter the name of the Hub Attribute, then select the Hub Type, for example, a Base property.

    • Select the matching Magento Attribute.

    • Map further attributes as required, by clicking Add and repeating the above steps.

• Under Cron Export Events Settings > Limit Events to export set the appropriate limit, for example, 30.

• Under Cron Previous Customers Settings, do the following, as required, to configure the export of earlier customer settings to Hub:

  • Under Enabled, select Yes to activate exporting, or No to disable it.

  • Under Export Previous Orders, select the appropriate setting.

  • Under Limit Customers to export, set the appropriate limit.

  • Click Reset Previous Customers to reset their data.

    Note: This action cannot be undone.

• When you are finished, click Save Config.

• Click Contactlab > Event Log to see the events that have been processed, or Dashboard for a summary analysis of key indicators.

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