Restoring Lost Revenue with Abandoned Cart Automation

Abandoned cart automation serves as a powerful strategy within CRM systems to recapture potential revenue from customers who leave items in their cart without completing the purchase. By implementing an automated sequence, you can reconnect with these customers through tailored messages, motivating them to finalize their transaction. This tutorial provides a comprehensive guide on establishing an efficient abandoned cart automation from the ground up.

Initiating Your Abandoned Cart Automation

Getting Started: Begin by creating a new automation workflow and assign it a relevant name like "Abandoned Cart Recovery."

Defining the Workflow Trigger: Choose "Workflow Trigger" and set "Order Form Submission" as the event that initiates the workflow. Apply a filter to pinpoint the specific funnel or website where the cart abandonment occurred. This filter can be set for any website or funnel under your monitoring. Ensure the submission type is designated as "Opt-in" to focus on abandoned checkout instances.

Inserting a Delay: Add a waiting period within the workflow, such as a 30-minute delay, to give the customer a short interval before sending a follow-up communication.

Tagging Abandoned Cart Contacts: Incorporate a step to tag the contact, assigning them a label like "Abandoned Cart" to identify those who have not completed their purchase.

Executing Follow-Up Actions: Select the appropriate follow-up action, such as sending an email or SMS, to contacts with the "Abandoned Cart" tag. You can use an existing message template or create a new one for this communication. Consider adding multiple follow-up actions, such as additional reminders or special offers, to further entice the customer to complete their purchase.

Developing a Workflow to Remove Abandoned Cart Tags

Creating a Secondary Workflow: Design a new workflow that identifies when a tagged contact completes their purchase. The trigger for this workflow should be a successful purchase event. Include an action to remove the "Abandoned Cart" tag from the contact's record, signifying that they have finalized their transaction.

Troubleshooting and Frequently Asked Questions

Workflow Not Activating: Double-check that the trigger conditions are correctly configured and that the funnel or website filter accurately matches the location of abandoned carts.

Messages Failing to Send: Ensure that the message templates are properly connected and that the CRM has the appropriate permissions to dispatch emails or SMS.