Workflow Abandoned Cart Template

Modified on Fri, 02 Dec 2022 at 02:26 AM

If a lead abandons their cart and does not make a purchase, you may want to set up a Workflow to automate some actions, from a follow-up email to a reminder call or anything else that makes sense for your particular use case. Follow these steps to create and use Workflows for an Abandoned Cart sequence.

Part 1: Setting Up the Workflow to Detect and Follow Up with an Abandoned Cart

Step 1: Setting up the First Workflow Trigger

Navigate to Workflows and Create a New Workflow
Select “Order Form Submission” as your Workflow trigger
For filters, select your funnel/website and set your submission type as “Optin”.
- NOTE: if you don’t specify a funnel/website, then the trigger action will apply for all Order Form Submissions.

Save the trigger to add it to your Workflow.

Step 2: Setting Up a Wait Step

Set up a wait step to allow users some time to make the purchase before stating that they abandoned their cart.
Select “Add your first action,” then scroll down under “Conditions and Workflows” and select “Wait”
Select the amount of time it would take before the cart is abandoned and click save.

Save the action.

Step 3: Setting Up an Abandoned Cart Contact Tag

Add another Step and select “Add contact Tag.”
Type in “Abandoned Cart” to add a tag that signifies that the user abandoned their cart and click save to add this action.

Step 4: Add a method to follow up.

Select Add to add an additional action and choose from the list what should be automated.

Here you can add a follow-up email or SMS to the contact, schedule a manual call, or even create an internal notification.

Part 2: Create a Second Workflow to Remove Abandoned Cart Labels When A Purchase Is Made

Step 1: Create a Second Workflow

Select “Order Form Submission” as your Workflow trigger
Set your filters to select your website/funnel and your submission type as “Sale”.

Step 2: Remove the abandoned tag filter and remove it from the first Workflow.

Add another Step.
Select “Remove Contact Tag” and Choose the “abandoned cart” tag you created in Part 1.

Add another step. Select “Remove from Workflow”.
Select“Another Workflow”.
Select the name of the first Workflow you created in Part 1.
Save your changes to the action.
Save and publish the Workflow.