Create an Abandoned Cart automation

It's no secret that 67.45% of online shopping carts get abandoned before a sale is completed, while 56% of those carts get abandoned due to high delivery charges.
In case you wish to reach out to your customers and offer free delivery if that would get them to complete their purchases, our platform allows you to do this and more using
 cart abandonment emails. 

Surely not all of your site visitors who abandon their cart can be persuaded to move ahead with a purchase. But for those customers who abandoned their carts without meaning to do so (e.g. due to a website crash, or a site time-out), the minimal effort of creating a cart abandonment automation will surely work to your benefit as it is remarkable how effective these emails can be: nearly half of all abandoned cart emails are opened and over a third of clicks lead to purchases back on site.

After connecting your account to your site and allowing our platform to identify your customers when they visit your site, you'll be ready to set up a range of automation workflows starting with the Abandoned Cart. 

So let's go through the steps of creating an Abandoned Cart automation from scratch. You should first familiarize yourself with the options available on the Automations page, because we'll go into some detail, explaining each step so that you understand how to create this and any other type of automation you come up with:

A. Setting up the proper trigger
As soon as one of your customers adds an item to their cart you should be ready to send them a compelling reminder of the items they have abandoned, in case they fail to go through with their purchase. Abandoned cart emails are easy to create and succeed in pulling back reluctant customers, so make sure yours gets triggered whenever a customer adds an item to their cart.

1. Click on the Select your trigger area.abandoned_cart_automation_1.png

The "Select a Trigger" pop-up window appears, showcasing the available triggers.

2. Click on the Website Engagement tab to view the corresponding triggers.abandoned_cart_automation_new_2.png

All available triggers are displayed on the "Select a Trigger" window by default, so filtering the different types of triggers showcased helps you make a quicker choice by focusing on what is relevant to the occasion. Right now we are looking for triggers that occur on your website:


3. Choose the When someone adds any product to their cart option by clicking on the arrow next to it.abandoned_cart_automation_3.png

The window that appears begs the question: "Trigger only once?" to which you can answer either Yes or No and refers to each subscriber.

4. Select the No - Trigger every time someone adds a product option from the drop-down menu.abandoned_cart_automation_4.png
You want your abandoned cart automation to get triggered every time a user drops items in their cart, not just the first time.

5. Use the second drop-down to specify the website(s) for which you want the automation to be triggered. Then, c
lick on the Save button.abandoned_cart_automation_5.png


B. Giving your users some time to purchase
The trigger has been set. When a customer adds an item to their cart it will initiate the automation sequence, but you can't just have your automation act on it by immediately sending them an email. You need to give your customers some time to go through with the purchase, or better yet, give them time to browse your site for other items to add to their cart and subsequently buy. This is why the Wait a specific time interval condition is really useful. By utilizing it you can give your customers plenty of time to make a purchase before proceeding with the automation.

1. Click on the + symbol below your starting trigger.abandoned_cart_automation_6.png

A pop-up appears with two tabs, the "Conditional / Control Steps" tab and the "Actions" tab. You'll find yourself at the "Conditional / Control Steps" tab by default, which is the one we're looking for.

2. Select the Wait a specific time interval option by clicking on the arrow next to it.


3. Fill in the time duration you want to wait until the next step in your automation takes place, and then select the measurement of time you want to use from the ones available in the drop-down menu.abandoned_cart_automation_8.png

Your options are :

  • minutes
  • hours
  • days
  • months

Ideally, you should go for 45 minutes as an optimum waiting time. This should give your customers enough time to browse your site for other items they want to buy and move forward with the purchase. If after 45 minutes they haven't purchased anything, they probably need a reminder.

4. Once satisfied with the changes made, click on the Save button.abandoned_cart_automation_9.png

You also have the option of waiting for a specific date until the next step.

C. Checking if a purchase was made

Now that your customers have had adequate time to buy any items they added to their cart, it's time to split them up, based on whether they did purchase any items or not.

1. Click on the + symbol below your Wait Step.abandoned_cart_automation_10.png

The pop-up window with the "Conditional / Control Steps" tab and the "Actions" tab appears.

2. Click on the Filter (If condition / Else) option.abandoned_cart_automation_11.png

3. Use the drop-down menu to select the email list you wish the filter to be applied to.abandoned_cart_automation_12.png


4. Click on the Add a condition button.abandoned_cart_automation_13.png


5. Select the Purchased a Product option from the first drop-down menu.abandoned_cart_automation_14.png

The drop-down menu contains a variety of criteria. For the purposes of your abandoned cart automation, we need to figure out whether the customer has made a purchase or not, so the Purchased a Product option is an ideal choice.

6. Select the is false option from the second drop-down menu. Enter a product code if you want or leave it empty for any product. abandoned_cart_automation_15.png

Setting the logic function this way means that the filter creates a division based on the following question "Did the customer make a purchase, yes or no?

7. Click on the time symbol, located on the right side of the Filter (if condition / Else) window.abandoned_cart_automation_16.png

You now have extra options that help you define a time span in which the condition you are setting has taken place. This way you can make a filter that separates the customers who recently purchased something from the ones who haven't.

8. Fill in the time to 45 and select the minutes measurement from the drop-down menu.abandoned_cart_automation_17.png Yo
ur filter is ready: your customers added an item in their cart and had 45 minutes to move ahead with a purchase. The filter separates the ones who actually bought something during this time from the ones who didn't by asking the question "Did the customer make a purchase in the last 45 minutes, yes or no?

9. Click on the Save button.abandoned_cart_automation_18.png


D. Sending an email to the right people

Your filter separates anyone who has added something to their cart in the past 45 minutes into two sections: under Yes you will find the people who added something to their cart and made a purchase in the last 45 minutes, whereas under No are the people who added something to their cart 45 minutes ago but purchased nothing during this time; those are the ones you need to reach to, in order to get them to purchase.

1. Click on the + symbol below the Yes condition.abandoned_cart_automation_19.png


2. Choose the Actions tab.abandoned_cart_automation_new_20.png


3. Click on the Then send email campaign option by clicking on the arrow next to it.abandoned_cart_automation_21.png


4. Fill in the Subject line of the email you're going to send.abandoned_cart_automation_new_22.png

5. Choose the "From" name of the email from the drop-down menu.abandoned_cart_automation_new_23.png


6. Choose the campaign content, using one of the many campaign content creation options available.abandoned_cart_automation_new_24.png


7.  Set the number of emails sent by this action per day to either Unlimited or, if you want to limit the daily number of emails, to one of the available limit options.abandoned_cart_automation_new_25.png


8. Click on the Save button.abandoned_cart_automation_new_26.png

Keep in mind that if you want to choose another action instead you can always click on the Back to actions button to go back and check your options.

9. Toggle the Inactive/Active button to activate your automation whenever you're ready.abandoned_cart_automation_27.png


This is a simple way to create abandoned cart automation on your own; you can always add more steps or do things differently if need to. For instance, you can choose to send a discount as a thank you to the people who purchased a product by adding an action under the Yes side of your flow. Keep in mind that the Abandoned Cart is available, along with other popular workflows, as a ready-made Recipe for you to get inspired by and use as a starting point for your own automation workflows.