Only 33% of all online purchases are completed after adding something to their cart. By reminding these visitors via email, you can easily bring them back to your website to complete the purchase and get your conversion. You can attract with a discount code, free delivery, or free returns to lower the threshold.
How to set up the default Abandoned Cart Automation
Note: This part of the article describes how to set up the Automation in general, to ping your CRM whenever a visitor leaves their cart. It is possible to add the actual left products to the email together with Rule or Voyado. Check it out further down in this article.
With Triggerbee automations, you can notify your integrated email tool about what visitors need that extra push to complete their purchase. To set up the Abandoned Cart automation without products, you will need these 4 things:
Goal for an initiated purchase. Usually, "Added to Cart" (whenever that button-click happens) or "Initiated Checkout" (when the visitor gets to /checkout) is used.
Goal for Completed Purchase
An identified visitor
Email template for abandoned cart email in your email tool
Step-by-step instructions
Navigate to Automations and create a new one.
For your trigger, select your goal for initiated purchases and add a condition Email > Is not empty. Whenever an identified visitor fulfills this goal, the automation will be triggered.
As your action, select the Triggerbee action "Wait and check goal before proceeding". This action allows you to add a period of waiting before proceeding with checking the next goal (completed purchase).
For the abandoned cart automation, we recommend that you wait at least 120 minutes (2 hours), but some customers wait as long as 12 hours (720 minutes). After the selected waiting period, Triggerbee will check if the visitor has completed the purchase or not. If not, we assume the cart has been left, and we will proceed to the next action in the automation.
Now, add another action to notify your email tool about this abandoned cart. Depending on what tool you are using, you can do one (or more) of the following:
Trigger an email directly from your tool
Add the visitor to a tag or list in your tool first, which will then trigger an email.
Add a tag to the visitor in Triggerbee, which can be used to target them with an on-site campaign on their next visit. (Don't forget to remove the tag after completing the purchase - you can do that with a separate automation)
Save your automation, and that's it! Whenever a visitor doesn't complete their purchase, we will notify your CRM, which can nudge the subscriber with an email.
Example of a complete setup:
Would you also like to include products in the abandoned cart automation? Please follow the instructions below depending on your CRM: Rule or voyado.
Abandoned Cart with Rule (including products)
With Triggerbee automations, you can notify your integrated email tool about what visitors need that extra push to complete their purchase. Together with the integration to Rule, we can also add the actual products that have been left.
For the best outcome, it is important that you have added identification of visitors in all steps possible, such as logins, purchases, and membership registration. The more visitors that are identified, the more abandoned cart emails can be sent. Here's a guide on how to identify your visitors.
Additional configuration is needed in your Rule account to set up the Abandoned Cart flow. Contact Rule before continuing this guide.
Preparations
Start by logging the products in the cart to Triggerbee. The products are sent as a custom field to Triggerbee in our triggerbee.event method together with an event, usually "Initiated Checkout".
This is an example script that needs to be configured for your website:
var products = [{
name: "Product Name",
category: "Product category or brand",
size: "38", price: 299, quantity: 1,
image: "/images/productimage.jpg",
link: "/category/produktX"
}];
triggerbee.event({
type: 'goal',
name: 'Initiated Purchase',
data: {
identity: {
products: JSON.stringify(products)
}
}
});
The details of each product are optional, but we recommend you send at least the name, price, and quantity of the product. In the best of worlds, all of these details are logged:
Name of the product (name)
Price of the product (price)
The category or brand of the product (category)
The size of the product (size)
The quantity of the product (quantity)
An image link of the product (image)
URL to the product page (link)
When the product data has been logged to us, you will be able to see them in the visitor list like this:
How to set up the Automation
The next step in the setup is to create the automation that will handle the process of sending the products to Rule whenever someone leaves their cart.
Navigate to Automations and create a new one. As your trigger, select "Abandoned Cart" and select the event that you logged the products together with - eg. "Initiated Checkout".
Next, select the action Triggerbee --> "Wait and check goal before proceeding" where you will select what time to wait before checking if the purchase has in fact been completed and what event corresponds to a purchase.
Lastly, select the Rule action "Update field on subscriber" and select to what field in Rule you wish to send the products (usually Triggerbee > cartProducts). Also select what tag to put the subscriber in in Rule - usually an Abandoned Cart tag.
As the Triggerbee data field, add{{session.custom.your_field_name}}- eg.{{session.custom.products}}from the example script above.
Once you have finished this setup and saved your automation, Triggerbee will start to keep track of abandoned carts and notify Rule about any visitors who don't complete their purchase.
The final step of this setup is to create a separate automation that will remove the visitor from the Abandoned Cart flow if they complete their purchase. Simply create a new automation and select your Purchase event as the trigger. For your action, select "Remove tag" from Rule:
Abandoned Cart with Voyado (including products)
With Triggerbee automations, you can notify your integrated email tool about what visitors need that extra push to complete their purchase. Together with the integration to Voyado, we can also add the actual products that have been left.
For Voyado to be able to email visitors who leave their cart, they need to know the email address of that visitor. Voyado does this automatically for visitors coming back to the website through an email, but with Triggerbee, you can also catch those first-time-visitors that sign up through a Triggerbee Form.
For the best outcome, it is important that you have added identification of visitors in all steps possible, such as logins, purchases, and membership registration. The more visitors that are identified, the more abandoned cart emails can be sent. Here's a guide on how to identify your visitors.
Preparations
First, you need to have an Automation for Abandoned Cart in Voyado. Talk with your client manager at Voyado about how to set this up.
Then, you need to log the products in the cart to Triggerbee. The products are sent as a custom field to Triggerbee in our
triggerbee.eventmethod together with an event, usually "Initiated Checkout".
Products: An array with the products in string format (JSON.stringify), formatted according to "[{\"sku\":\"160\",\"quantity\":3}]". "sku" is the productID. Both of these are required.
Time: Current local time, formatted according to "2021-04-20 11:13:14 +02:00" (+2 is for the timezone). Products and timestamps are logged to Triggerbee with:
This is an example script that needs to be configured for your website:
triggerbee.event({
type: 'goal',
name: 'Initiated Purchase',
data: {
identity: {
products: '[{\"sku\":\"160\",\"quantity\":3}]',
time: '2021-04-20 11:13:14 +02:00'
}
}
});
How to set up the Automation
When all the specifications are in place, the flow for the abandoned cart is set up according to:
Navigate to Automations and create a new one. As your trigger, select "Abandoned Cart" and select the event that you logged the products together with - eg. "Initiated Checkout".
As the first Action, select Voyado --> Add Contact and add a source if you like, eg. "Triggerbee"
Then, select the Voyado action "Abandoned Cart Automation", and select the language in which the email should be sent.
Done! Now, Triggerbee will start to notify Voyado when someone is in the cart. Voyado will then sense if they have completed their purchase, and if not, Voyado will send them an email.
Example of a complete setup: