Green Flying Panda – Sales & Marketing Automation Suite

Sales & Marketing Automation Suite turns your Magento store data into actionable customer insights, personalised campaigns and smarter pricing decisions.

Modern ecommerce is highly competitive. A generic, one-size-fits-all marketing strategy is no longer enough to build lasting customer relationships. This extension helps you use the data already available in your store to better understand each customer, personalise their experience and automate relevant communications at scale.

Build customer profiles from store activity, purchase history and account data—without relying on third-party social data. Create targeted campaigns, personalised product recommendations, customer segments, dynamic prices, reports and automated workflows from one powerful suite.

Understand customer profitability by tracking product performance, revenue, shipping, marketing, payment and other sales-related costs. Use these insights to make better commercial decisions while delivering a more relevant and transparent customer experience.

Account & Pricing

The extension is free; however, some features require third-party services. We are not affiliated with these providers, and you must create and maintain your own account with the selected service.

Campaign Reports

Google Chart API is used for geographic campaign-report statistics.

SMS Campaigns and Two-Factor Authentication

Send SMS campaigns and two-factor authentication messages through an SMS provider. Supported services include:

• E-goi
• Mosms
• MSG91
• Spryng
• Textmarketer
• Vonage
• Txtlocal
• SMS Gateway
• Semysms
• Africa’s Talking
• Textbelt
• Clockwork SMS

Key Features

• Customer segments
• Segment-specific pricing
• Segment product catalogues
• Personalised product recommendations
• Email and SMS marketing
• Customer equity, lifetime value and dynamic pricing
• Static prices per customer
• Sales and marketing reports
• Info Windows
• Two-factor authentication
• Frontend and backend forms
• Customer KPIs
• Scheduled imports
• Web API

Improve Your Store Experience

Personalised Store Experience

Display product recommendations based on an individual customer’s or segment’s store activity.

Use Inline Info to show relevant messages while customers browse. For example, inform a customer that a product qualifies for free shipping, or explain that adding it to the basket will make their order eligible.

Create rule-based floating windows, modal windows, site bars and inline content. Target them by date, time, country, region and other customer or store conditions.

Customer Equity and Cost Management

Display customer KPIs directly on the admin customer page, enabling your customer-support team to make faster, more informed decisions.

Create dynamic prices using formulas based on customer history, sales data, product information and account data. Offer specific customer groups the best price you can sustainably provide.

Use Sales Extra Costs to assign campaign and other costs to orders, helping you understand your true sales expenses and profitability.

Track campaign, subscriber and tag conversions. Analyse Product Performance Reports to understand the revenue generated by each product.

Use product relations to identify products frequently purchased together. Instead of applying excessive discounts to slow-moving stock, create more strategic product bundles.

Forms

Create forms that collect the information customers choose to share, such as subscription preferences. Use that information to send more relevant product and service communications.

Forms can also be used in the admin area as a CRUD interface and can automatically map submitted data to customer or subscriber fields.

Available capabilities include:

• Frontend and backend forms
• Customer-only form access
• Maximum-entry limits
• Success messages and redirect URLs
• Email entry confirmation
• Form-entry exports
• Custom templates
• Newsletter preference forms for the customer account area and newsletter footer

Supported field types include checkboxes, country lists, dates, file uploads, email, hidden fields, HTML content, long text, numbers, phone numbers, ratings, radio buttons, select lists, text and URLs.

Field options include default values, placeholders, hints, validation patterns, CSS classes, unique values, customer-attribute mapping, subscriber-field mapping, sort order, number limits and file restrictions.

Email and SMS Campaigns

Create campaigns with promotions, coupons, special prices and personalised content to attract new customers and retain existing ones.

Generate time-limited, recipient-specific coupons. Send reorder reminders for products that customers may be running out of, such as toothpaste, wine or rice.

Use different email designs for different customer segments, such as gender, age or custom segments. Add personalised product recommendations to each recipient’s campaign.

Features include:

• A/B campaigns
• Campaign conversion tracking
• Scheduled and recurring campaigns
• Follow-up campaigns
• Dynamic recipient lists
• Duplicate-send prevention
• Minimum communication intervals
• Campaign performance reports
• Time-based delivery
• Email and SMS campaigns
• Chained autoresponder actions
• Cancellation events

Create recurring campaigns that send individual product recommendations to each recipient at the time they are most likely to engage.

Use birthday triggers to send greetings and offers, with safeguards to ensure each subscriber receives only one birthday campaign per year.

Create search-based automations. For example, when a subscriber searches for “Xbox”, automatically add them to a “Gamer” segment.

Customer Segments

Personalisation at scale starts with segmentation. Create groups of customers or subscribers based on conditions such as age, search history, purchase history, store activity and custom attributes.

Tailor campaigns to each segment while retaining a personal approach.

Features include:

• Segment-based campaigns
• Segment access management
• Private sales for selected customers
• Restricted access to pages, products, categories and blocks
• Segment growth tracking with daily records and evolution data

Segment Products

Create product catalogues available only to one or more customer segments. Products assigned to a segment are visible only to customers in that segment, while products without segment assignment remain visible to everyone.

Segment Pricing

Set prices per customer segment instead of relying only on customer-group pricing. Configure prices as percentages to reward selected segments with flexible, targeted offers.

Product Recommendations

Use customer activity and purchasing patterns to generate relevant product recommendations.

Available recommendation sources include:

• Products with common attributes
• Related products from the last completed order
• Related products from all completed orders
• Products in the shopping cart
• Products in a category
• Products in the customer wishlist
• Most-viewed products
• New store products

The Recommendation Engine combines segments, customer attributes and recommendation rules to create highly personalised suggestions.

Customer Equity, Lifetime Value and Dynamic Pricing

Not every customer has the same purchase frequency, revenue or cost to serve. Assessing customer value helps you make better retention, marketing and pricing decisions.

Create your own formulas using variables such as average customer lifespan, retention rate and average revenue.

Dynamic Customer Pricing

Create formula-based product prices using customer history, sales data, product information and customer-account data.

Static Prices Per Customer

If dynamic pricing is not required, import fixed product prices for individual customers.

Reports

Monitor store performance and use detailed reports to improve future decisions.

Available reports include:

• Sales Orders — order data and statistics
• Expected Reorders — predicted repurchases based on recurring buying patterns
• Product Performance — product revenue and comparative performance
• Attribute Performance — sales indicators based on product attributes
• Product Relations — products frequently purchased together
• Venn Relations — visualise relationships between up to five products
• Recommendation Reports — Recommendation Engine records
• Search Cloud — search-query popularity at a glance
• Search Performance — search keywords and usage frequency
• Search Venn Relations — compare relationships between search queries
• Campaign Reports — real-time campaign performance and conversion data

Info Windows

Create highly customisable, non-intrusive widgets that display relevant information in your store.

Define start and end dates, display frequency and targeting rules for each customer.

Supported formats:

• Floating Window
• Modal Window
• Site Bar Window
• Inline Info Block

Email and SMS Autoresponders

Autoresponders are chained actions triggered by customer or subscriber activity. Build precise automated workflows by arranging actions in any order and adding conditions, waiting periods and cancellation events.

Examples include:

• Reorder reminders based on product lifespan
• Abandoned-cart recovery
• Birthday campaigns
• Order follow-ups
• Review notifications
• Segment updates
• Campaign engagement workflows
• Webhook integrations

Available Triggers

• Campaign opened
• Any campaign link clicked
• Specific campaign link clicked
• Customer birthday
• Customer store activity
• Customer login
• Customer sign-up
• New form entry
• Magento internal event
• Specific product purchased
• New order
• Order status change
• Product expected lifespan reached
• New review
• Review approval
• Review on a purchased product
• New search
• Shipment with tracking number
• Shipment without tracking number
• New abandoned cart
• UTM URL detected

Available Actions

• Email notification
• SMS notification
• Send email campaign
• Send SMS campaign
• Wait for a specified period
• Conditional actions
• Update customer information
• Update subscriber information
• Unsubscribe a subscriber
• Call an external webhook
• Add to segment
• Remove from segment

Pending chains can be cancelled when selected events occur, including campaign engagement, new reviews, sign-up, login, customer activity, tracking updates, new orders and order-status changes.

Customer KPIs

View detailed customer information directly in Magento.

Sales & Marketing Automation Suite provides customer KPIs based on store activity and demographic attributes. Use them to forecast purchase dates, likely products, customer value, profit and loss.

Choose which pre-built KPIs appear in customer profiles, or create custom KPIs using your own formulas.

Scheduled Imports

Schedule imports for products, customers, stock and other data from local or remote sources, including FTP, SFTP and URLs. Automate synchronisation workflows and keep your store data up to date.

Web API

The extension provides a comprehensive API for creating, retrieving, updating, deleting and searching extension data.

Additional API capabilities include:

• Customer KPI retrieval
• Inline Info Window retrieval for native applications
• Product recommendations for native applications
• Newsletter subscriber actions and information
• Form entries

Demo

Check all the extension features in our online demo:

• Frontend
• Backoffice 
• username: demo
• password: demo12323