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Shopware 5 Plugin - Features and Installation

We have developed a plugin to establish a connection quickly and easily between our email marketing tool CleverReach and Shopware. During the installation and first synchronization, a recipient list with your customers is created, which allows you to create and send your first newsletter to your customers with just a few clicks.

Find out in this post what this means in detail, which features are waiting for you, how you get installed our plugin and get started with your email marketing:

Automatic creation of a recipient list including data fields, segments and tags

When installing the plugin, a recipient list with data fields, segments and tags is created automatically. This way you have all your contacts in one structured list with automatically created filters (e.g. a segment with newsletter subscribers) and you can start sending your first newsletter right away.

Which recipients are being transferred?

Before the first import you can select who you want to transfer from Shopware to CleverReach – newsletter subscribers, buyers or other contacts. You can also select and transfer all your contacts.

It’s important that you have collected your recipient data in a GDPR-compliant way before the synchronization. Find more details on the GDPR here. If you are unsure about this, we would advise you to contact your legal counsel.

The selected data sets are created in CleverReach as active recipients and get so-called “special tags“.

There are three kinds of recipient you can synchronize with CleverReach:

Subscribers

All people who have subscribed to your newsletter.

Buyers

All people who have purchased something in your shop. This also includes guest buyers.

(Other) Contacts

All people who have neither subscribed to your newsletter nor purchased anything. In a nutshell, all other people from your database.

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You can find detailed instructions here. Change the settings in the plugin at a later point if you like, e.g. for selecting more contacts you want to synchronize.

What data of my recipients will be transferred?

  • Newsletter subscriptions and unsubscribes
  • Recipients get the newsletter status „Yes“ or „No“
  • First name, last name, gender, age, date of birthday, contact details…
  • Purchased products, revenue, order number, product number, product name, price, currency, quantity…
  • Product details of your Shopware items such as image, text, price, size, material…

In the plugin dashboard you have the possibility to select how old the purchase data that will be transferred should be. By default the purchase data of the last 365 days is transferred. If you want to transfer older purchase data to CleverReach, you can select this in the plugin under [Settings] and start the synchronization.

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Which data fields are created automatically in my shopware recipient list?

The following recipient details are created as data fields in CleverReach:

  • First name, last name, street, ZIP code, city, state, country, company, shop, etc.
  • Number of orders
    • Example: Via the data field "Number of Orders" you can filter by the number of order a customer has placed to write targeted emails to people who have placed more than 50 orders.
  • Total Expenses of all orders
    • The field „total expenses of order“ allows you to contact e.g. customers who have spent more than 1,000 euro in your shop.
  • Last order date
    • The last order date is automatically stored in the recipient, so that you can, for example, remind him/her of the last purchase and draw attention to new offers, completely automatically via THEA our Email marketing automation.

Which tags are automatically attached to the recipients?

When creating the recipient list, tags are automatically attached to your recipients, such as product categories, product attributes or product manufacturers.

  • Example: A customer bought a black pair of adidas shoes from the category “shoes” – As a result the recipients get the following tags: Shopware-Category.Shoes // Shopware-Color.Black // Shopware-Manufacturer.Adidas – These tags can be used for a more targeted segmentation.

You can use these tags for targeted segmentation and send your recipients the content that definitely interests them. For example, if a recipient has bought white Adidas shoes, you can filter and send them a newsletter about other Adidas products (e.g. matching socks, T-shirts).

Example of a tag of a recipient in CleverReach:

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The tag means that the recipient comes from Shopware and is a newsletter recipient.

How and how often does a synchronization between Shopware and CleverReach take place:

There’s a regular live synchronization of all recipients and customers including order details.

  • Bi-Directional Integration (Shopware-Plugin <-> CR)
    • Data are synchronized in both directions. If the address changes in the dataset in CleverReach, this is also updated in Shopware. For example, unsubscribes in the CleverReach system are transferred and set the customer in Shopware to "Email Status = inactive".
      • Example: If the recipient is added or updated in CleverReach or subscribes to or unsubscribes from your newsletter, the changes are forwarded to Shopware. The transfer and update of data also takes place the other way round.

Other important features:

Using CleverReach signup forms

You can use CleverReach forms and add them quickly and easily via shortcode to any shopware page. To do so, go to the CleverReach plugin in Shopware and click on the [Forms] tab.

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In the next step, click on the form you would like to paste and copy the code by clicking on the [Copy] button. Now paste the code on the page on which you would like to make the form available to your customers.

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Detailed instructions can be found in this article.

Use of the double opt-in function for all your newsletter registrations

In our plugin, you have the option to set the double opt-in emails to be sent via CleverReach. You can activate this in the plugin dashboard under the [Forms] tab:

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Please note that this will overwrite the Shopware 5 Double-Opt-In function. Information about our CleverReach Double-Opt-In forms and the function can be found here.

Tag-based email creation process is available in CleverReach

The special tags allow you to select special tags directly in the email creation process and send your newsletter.

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Create and send Abandoned Cart Emails with our plugin

In the CleverReach Plugin Dashboard in Shopware, you can set under the tab [Abandoned cart] that if a customer has left their filled shopping cart and has not completed the purchase, they will automatically be reminded of this by email:

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More information and instructions for this function can be found in this Helpcenter article.

Abandoned Cart Overview

When navigating to the [Customers] tab in your Shopware 5 account, you can see an overview of abandoned cart emails from CleverReach and configure them:

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The overview shows the following details:

  • Scheduled time -> time at which you want to send out your abandoned cart email.
  • Sent time -> time at which your abandoned cart email was sent Usually, this is the same as the scheduled time.
  • Amount -> total amount of the shopping cart items.
  • Email -> email address of the customer who filled the shopping cart.
  • Shop -> shop the shopping cart has been created in.
  • Status Abandoned Cart email - > the status shows whether the abandoned cart email has been sent to our customer or not. There are four possible options: Sent (email was sent successfully), Sending (Email delivery in progress), Pending (Email has not yet been sent) and Not sent (email couldn’t be sent).
  • Recovery Status -> the status shows whether the customer has returned to their shopping cart via email or not. There are two possible options: recovered and not recovered.

Furthermore, you can do this in the overview:

  • Send Abandoned Cart Email Now -> starts the newsletter delivery. Only possible, if status Pending recovery email is available.
  • Delete Abandoned Cart -> deletes the dataset of the abandoned cart independent from the status of the abandoned cart email. Not available in status Send.
  • Error -> only available for the status not sent of the abandoned cart email. When moving the cursor over the symbol, an error message is displayed with a note why the newsletter delivery failed.

Additionally, you can filter for abandoned carts and other details by details like the email address of a customer. For example, filter by:  

  • Recovery Status – Filter by the status whether a customer has returned to their shopping carts or not. This is a selection field with two options: Recovered and not recovered.
  • Status of Abandoned Cart Email – filter by the status whether an email has been sent or not. There are four possible options: sent, not sent, sending and
  • Shop -> filter by shop
  • from (scheduled time) -> filters all datasets whose email delivery for abandoned carts takes place after a certain point in time.
  • until (scheduled time) – filters all datasets whose email delivery for abandoned carts takes places before a certain point in time.

By the way: In our CleverReach plugin you can navigate to the [Abandoned Cart] tab and get to the overview with just one click:

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Product search & blog posts

In addition to the already existing product search, you can now also easily drag and drop blog posts from your Shopware shop into your CleverReach newsletter.

Connect link extension

The CleverReach® Shopware integration uses the CleverReach Connect link extension. If a customer makes a purchase, the integration sends the order details back to your CleverReach® Report. This way you can monitor sales generated through your mailings.

Installation of the plugin

Our free plugin is available for download in the Shopware marketplace. Under [Settings - Plugin Manager] you can access the Shopware marketplace, where you can search for our plugin and download and install it directly:

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Alternatively, you can also import the zip file from our plugin into Shopware. If you would like to do so, please contact our service team, so they can provide you with the file. Many thanks in advance.

After you have added the plugin, you will find it under your installed apps in [Shopware -> Settings - Plugin Manager - Installed].

To install the CleverReach plugin, please click on the + button. Sometimes Shopware asks at this point if you want to clear the cache. In this case click on [Yes].

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In the next step, you are welcome to create a new account or log in with your existing CleverReach account data.

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Now you can select which recipients (newsletter recipients, buyers, contacts) should be transferred to CleverReach. After you have made your selection and clicked on [Import Recipients], the first synchronization will start.

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A recipient list in CleverReach® called "Shopware" including your selected recipients, data fields, segments and tags is automatically created in the background.

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Once the first setup is complete, you can start:

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Further notes:

Plugin "Backend Order"

Compatibility with the third party plugin "Backend Order" from Shopware. This plugin allows admin users to create a new order from the store backend. 

Languages

The plugin is available in English, German, French, Italian and Spanish

Migration from v2 users to v3

If you are already using our CleverReach plugin for shopware, you will be migrated to the new version without the need to log in again.

Within the migration process, all Shopware customers who have activated the newsletter (Newsletter marketing = true) will automatically be transferred to CleverReach as active recipients. Other recipient groups (buying customers or contacts) are neither synchronized nor deleted in CleverReach. You can activate the synchronization of contacts or purchasing customers under the tab Settings at any time.

Help & Support

If you have any questions or need more details, you can contact us at any time via our contact form or via email (support@cleverreach.de).

Have more questions? Submit a request

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