Getting Started

In this article, you will learn how to get started with the ECA module, from creating your first email campaign to building and launching automated delivery chains.

1. Email Server – General Options

  1. Go to the plugin global options and configure your email server connection and related options.

2. Email Templates

  1. Navigate to Email (C&A) → Templates.
  2. On the template editing page, use the visual page builder to configure the global design of your email messages. Review the predefined “Default Emails Chain Template” as a reference.
  3. Add the mandatory element “Email Step / Chain Content”. The content of each Step (Email) from the linked Chain will be injected into this element before sending.
  4. Add the mandatory element “Unsubscribe” at the bottom of the email. This element automatically inserts a generated unsubscribe link for the contact.
  5. Use the “Load Preview” button in the top-right corner to preview how the email will appear in the recipient’s email client.
  6. Click “Save”. If the Template is already linked to one or more Chains, updated templates will be automatically regenerated for all related Steps.

3. Creating Email Campaign & Automation Chains

  1. Navigate to Email (C&A) → Chains.
  2. In the Chain editor, the top horizontal timeline represents all Steps (Emails) in the Chain. You can add, remove, and reorder Steps using drag & drop.
  3. Clicking a Step loads its content and options. Use the page builder to configure the email content and carefully define Step Conditions. The email will be sent only if the contact meets these conditions at execution time.
  4. In the main Chain Options tab, configure Conditions & Segmentation and click “Save Chain Options”. Any contact that matches these conditions will automatically enter the Chain.
  5. To apply the Chain to existing contacts, click “Apply Chain to Contacts”. The process runs via the queue and may take several minutes.

4. Delivery Process & Tracking

  1. Active executions are available in Email (C&A) → Flows.
  2. Detailed logs are available in Email (C&A) → Flow Logs.
  3. Email interaction events (opens and link clicks) are available in Email (C&A) → Email Events.

5. System Notes

  1. The system uses WP_CRON to process email batches and conditions every minute.
  2. WP_CRON is not a real system cron. For production environments, it is strongly recommended to configure a real server cron job that triggers the site every 1 minute.

We hope you enjoy working with the SaleGen Email Campaigns & Automations module.