Module installation via Magento Connect

Applies to Magento 1.9x

Step 1

Navigate to the Expressly module on Magento Connect -https://www.magentocommerce.com/magento-connect/expressly.html

Step 2

Click on "Install Now" (you will be prompted to login or create an account if you do not have one)

Step 3

Click "Get Extension Key" and copy the key presented to you

Step 4

Navigate to your Magento Connect Manager www.yourdomain.com/downloader/ and login with your Magento admin credentials

Step 5

In the "Install New Extensions" section paste the key you were given in to the text area provided.

Step 6

Click "Install"

Step 7

Upon a successful install navigate away from the Magento Connect Manager back to the regular Admin panel via "Return to Admin" in the upper right and corner

Step 8

The settings for Expressly should now exist, and are held inside System > Configuration as part of the left-hand menu under General > Expressly. You may need to log out and back in if you get a 404 error

Step 9

Once on our configuration page you'll need to enter your API Key and save it.

Step 10

If all went well, you should be installed, registered, and ready to go!


Module installation via Direct Package File Upload

Applies to Magento 1.7.x, 1.8.x and 1.9.x

Step 1

Download the latest binary. If you are on Magento 1.7.x or 1.8.x then you MAY need to follow the Magento 1.7/1.8 Additional Instructions below before you proceed.

Step 2

Navigate to www.yoursite.com/admin, and login to the Admin interface.

Step 3

We'll now need to install the file downloaded from Step 1. Under System > Magento Connect > Magento Connect Manager, we'll be able to install the module.

  • Magento will ask you to verify your account before proceeding, this is normal.

Step 4

We'll be uploading a file, so we need to follow the instructions under the title "Direct package file upload".

Step 5

Upon a successful install we will need to navigate away from the Magento Connect Manager back to the regular Admin panel via 'Return to Admin' in the upper right and corner.

Step 6

The settings for Expressly should now exist, and are held inside System > Configuration as part of the left-hand menu under General > Expressly. You may need to log out and back in if you get a 404

Step 7

Once on our configuration page you'll need to enter your API Key and save it.

Step 8

If all went well, you should be installed, registered, and ready to go!


Adding Expressly Campaign Banner Blocks via the CMS

If you have enabled banners on any of your campaign they will by default appear in the post-checkout page. You may however display Expressly campaign banners on any page on your website. The banners will only be displayed if the customer is logged in.

To add the Expressly campaign banner block simply add the following line in the CMS page you wish them to be displayed in:

{{block type="expressly/banner" name="expressly.banner"}}

If your Magento version is Magento 1.9.2 or greater, then you  will need to whitelist the expressly/banner block type. You can do that as follows:

Step 1

On your shop's admin panel navigate to System > Permissions > Blocks

Click Add New Block

Step 2

Enter expressly/banner into Block Name

Step 3

Select Yes for Is Allowed

Step 4

Click Save Block

Step 5


Magento Expressly Email Set Up

Step 1

Navigate to the Magento admin panel and from the navigation select System > Transactional Emails

Click ‘Add New Template’.

Step 2

Step 3

Load in a template from the ‘load default template’ section to load in your themes default styles

Give your new email template a relevant name and subject line.

Step 4

Step 5

Delete the <tr> (table row) that holds all of the template information you don’t need and replace it with the content of your email. Remember to use the tags Magento has to dynamically load customer information. Tags required:

 

Customer name: {{htmlescape var=$customer.name}}

Password: {{htmlescape var=$customer.password}}

 

You can test your email at any point by clicking ‘Preview Template’.

Step 6

After you are happy and have saved your new template, navigate to configuration from the top navigation bar – system > configuration.

From the left hand menu select Customer > Customer Configuration.

Step 7

Step 8

Under the ‘Password Options’ menu select the drop down for ‘Remind Email Template’ and select your newly created Template then press ‘save config’.


Questions

If you have any questions or problems please email: info@buyexpressly.com


Magento 1.7/1.8 Additional instructions

There is a KNOWN long path name issue with this release of Magento. It is is documented in several places including here and here. We STRONGLY recommend that you test this on a stage server first.

Step 1

You MAY need to modify a line in Tar.php in their deployment. You should back up the file which is located in downloader/lib/Mage/Archive/Tar.php and then edit the following section from:

if (!($header['name'] == '././@LongLink' && $header['type'] == 'L')) {
$header['name'] = trim($header['name']);
return $header;
}

To (the only change is the trim(...) in the if statement ):

if (!(trim($header['name']) == '././@LongLink' && $header['type'] == 'L')) {
$header['name'] = trim($header['name']);
return $header;
}

Step 2

Follow the normal installation instructions above

Step 3

Restore your Tar.php backup if you had to modify it.