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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. Then, click on Add New.

Create a new Automation

Enter the name of your new automation.

Enter the name of your new automation

Step 2: Select ‘Cart Abandoned’ as the Event

Select the Cart Abandonment under WooCommerce from the events.

Click on Continue.

Here, we have added our event:

Event added

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

Step 3: Select Direct Action by Clicking on the Plus Sign

When you click on the + sign to add action, you will see two options: 

Select Direct Action by Clicking on the Plus Sign

Direct Action  - When you want the action to be executed immediately 

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

In this case, you can select direct action and proceed. 

Step 4: Select ‘Send Email’ from the Actions

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

Here’s how:

Select ‘Send Email’ from the Actions

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 for the first name, cart item(s) abandoned, cart total and more personalize your email.

Here’s where you’ll find them:

Craft the Email Using Personalization Merge Tags

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

Step 6: Set up a Delay in your Email

Here’s where you’ll find the option to set up the delivery delay:

Set up a Delay in your Email

Click on ‘Change’- written right next to “perform this action immediately”. 

Next, select ‘After a delay’.

Set up the delay here in either minutes, hours, or days.

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.

Please note that all the delays are considered with respect to the start of the automation.

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 7: Turn the Automation to Active

Once done, turn the toggle on 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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