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Set Up Abandoned Cart Automation

In this doc, we’ll be creating a 3-part email sequence for an abandoned cart.

This will be a sequence where the first email checks in on the user and encourages them to complete the purchase.

The second email offers a discount coupon code and the final email follows up with them to use the coupon code.

Watch this video to learn the step-by-step process to set this up:

Follow the steps to create a cart recovery sequence for your store:

Step 1: Create a new Automation

Go to Campaigns ⇨ Automations (Next Gen). Then, click on Add New.

Create a new Automation

Click on Start from scratch and enter the name of your automation.

Name your automation

Click on Create.

Step 2: Select ‘Cart Abandoned’ as the Event Trigger

Select the Cart Abandonment under WooCommerce from the events.

Select the Cart Abandonment under WooCommerce from the events

Click on Done.

Here, we have added our event:

When the WooCommerce cart gets abandoned, it will be recorded as an event and the subsequent actions will get triggered.

Step 3: Add a delay

When you click on the + sign to add action, you will see six nodes: Action, Delay, Condition, Goal, Jump, and Exit.

Add a delay to the automation

Action - When you want the action to be executed immediately

Condition - When you want an action to be executed after a specified condition is met

Goal - Set a specific goal for your automation

Delay - Specify the delay for different steps in your sequence

Jump - Move to a particular step by skipping all the subsequent nodes on your workflow

Exit - End the automation

In this case, select the delay and proceed.

Configure the delay for a specific period

Set up the delay here and click on Save when done.

We recommend that you set the delay for your first email anywhere from 30 minutes to 4 hours after cart abandonment.

You can also delay sending the email until a specific time of the day or day of the week. This feature allows you to choose your best sending times - when you know that your open rate and clickthrough rates are the highest.

Delay it until a specific day of the week if you want your email to go only on a chosen day of the week.

So if you choose Monday and the cart was abandoned on Friday - then that specific email will not go until Monday.

Step 4: Select ‘Send Email’ from the Actions

Click on the Action.

Add action to your workflow

Now select ‘Send Email’ as the action under Messaging.

Here’s how:

This is the side panel that is displayed when you select “Send Email”:

Compose your email

Step 5: Craft the Email Using Personalization Merge Tags

You can use personalization merge tags such as the first name, cart item(s) abandoned, cart total, and more to personalize your email.

Here’s where you’ll find them:

The merge tags will allow you to make your email personalized hence increasing your open rates and click-through rates.

Step 6: Turn the Automation to Active

Once done, turn the toggle 'Active' to make this abandoned cart automation go live.

Well done! You have successfully set up abandoned cart automation for your store.

In the next documentation, you'll learn how to provide coupons to your abandoned cart users for making a compelling offer.

Increase your sales, starting today.

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