Back to Emargy Flows

Documentation

All guides and setup instructions for Emargy Flows

01 Documentation

Requirements, Installation & Licensing

Requirements

  • WordPress 6.0 or newer
  • WooCommerce 7.0 or newer
  • PHP 8.1 or newer
  • HTTPS recommended for production stores

Install and activate

  1. Download the latest ZIP from your Emargy account.
  2. Open Plugins → Add New Plugin → Upload Plugin.
  3. Install and activate the ZIP.
  4. Open Emargy Flows → License, paste the license key, and activate it for the current domain.

Updates are delivered through WordPress using a temporary signed package URL. Licenses are domain-bound and a successful validation is cached for a bounded offline window.

02 Documentation

Quick Start: Your First Recovery Journey

  1. Open Settings and confirm the plugin, cart delay, expiry, sender, and timezone settings.
  2. Open Email Studio, add your logo and colors, review all enabled templates, and send a test email.
  3. Set the recovery sequence delays and decide whether reminder two or three should include a coupon.
  4. Open Flows and keep sample flows inactive until their trigger, conditions, and actions match your store.
  5. Add a product to a private test cart, enter a test email at checkout, then allow the cart to become abandoned.
  6. Confirm the queue, email log, recovery link, and analytics event before enabling the journey for customers.
03 Documentation

Cart Tracking, Abandonment & Recovery Links

How carts are captured

Emargy Flows keeps one active record per WooCommerce session and updates it when products or quantities change. Customer contact details come from classic checkout or the validated WooCommerce Store API customer used by Cart and Checkout Blocks.

Abandonment and recovery

A recurring worker marks inactive carts abandoned after the configured delay. Signed recovery links restore products that remain purchasable and skip products that are no longer available. Current WooCommerce prices and stock rules remain authoritative.

The plugin does not collect payment card data.

04 Documentation

Email Studio & Dynamic Variables

Email Studio manages three abandoned-cart reminders plus thank-you, review-request, and win-back templates. Each template has an enable state, subject, preheader, and HTML body.

Recommended workflow

  1. Configure the brand logo, accent, canvas, and footer.
  2. Use the desktop and mobile preview with realistic cart data.
  3. Insert supported variables using the token controls.
  4. Send a test to an address you control.
  5. Restore the default if an experiment needs to be discarded.

Product names, images, quantities, prices, coupon values, customer details, recovery links, and unsubscribe links are resolved at send time.

05 Documentation

Queue Reliability, Unsubscribe & Delivery Safeguards

Reliable queue processing

Due rows are claimed with an atomic status transition. A second worker cannot claim the same message, and interrupted claims become eligible again after the stale window. Failed delivery follows the configured retry and attempt limits.

Recipient safeguards

  • One-click unsubscribe URLs are signed and do not expose the email address.
  • Suppression entries store a normalized hash rather than a reversible address list.
  • The 24-hour frequency cap defers excess messages.
  • Quiet hours use the WordPress site timezone and reschedule claimed rows.
  • List-Unsubscribe headers are added to recovery email.
06 Documentation

Coupon Automation & Flow Builder

Coupon settings control discount type, amount, expiry, minimum cart value, usage limit, prefix, recipient restriction, and which reminder steps can carry an offer.

The Flow Builder combines a trigger, optional conditions, ordered actions, and a priority. Sample flows are created inactive. Review every action before enabling it, especially email, coupon, customer-meta, and stop-flow actions.

Use the built-in sequence or custom flows for the same journey, not both, unless the deliberate overlap has been tested.

07 Documentation

Analytics, Timeline & Privacy Controls

Analytics covers carts, recoveries, recovered revenue, queue state, delivery, coupons, flows, and—when enabled—first opens and recovery-link clicks. Each cart also has a chronological event timeline.

Privacy choices

Open and click measurement is optional and disabled by default. Update your privacy notice and consent behavior before enabling it. Retention settings can remove old carts, logs, events, and coupons on a schedule; export any records you are legally required to retain first.

08 Documentation

Manual WhatsApp Handoff

Emargy Flows normalizes the customer phone number and opens a pre-filled wa.me link using one of six editable templates. A staff member reviews and sends the message manually.

The plugin does not include unattended WhatsApp Business API delivery. Confirm customer consent and local messaging requirements before contacting a shopper.

09 Documentation

Configuration Export, Import & Data Retention

The Tools screen exports plugin configuration as JSON and validates supported keys during import. Export files can contain operational settings, so store them securely and review imported values before enabling flows.

Retention controls support carts, events, email queue and logs, coupons, and scheduled cleanup. Cleanup is batched and disabled only when a retention value is set to zero. Production data should be backed up before a manual cleanup.

10 Documentation

Troubleshooting Delivery, Cron & Updates

Email does not send

  1. Check System Status and confirm WooCommerce, license, tables, and the queue worker.
  2. Review Email Logs for the last error.
  3. Confirm WordPress can send email and that sender authentication is configured with the mail provider.
  4. Check suppression, frequency cap, quiet hours, template enable state, and scheduled time.

Scheduled work is late

WooCommerce Action Scheduler is preferred. Review its Scheduled Actions screen for failed or overdue jobs. If the fallback is active, configure a real server cron to call WordPress cron reliably.

Update is not offered

Confirm the license is active on the exact normalized domain, clear the WordPress update transient, and run Check for updates again. Update packages are temporary, signed, and revalidate the license at download time.

Still need help with Emargy Flows?

Our support team is here to assist you with installation, configuration, and custom integrations.

Contact Support