Cart Recovery Workflow

You can use workflows strategically to improve the effectiveness of your cart recovery campaigns. Cart recovery messages must be triggered by a workflow that uses the Cart Is Abandoned trigger node.

Table 1. Useful nodes for Cart Recovery workflows
Node Name Node Type How to Use It
Cart Is Abandoned Trigger node This trigger node is required if you are going to send messages for Cart Recovery. You can exclude contacts who have placed an order during a certain time frame from receiving messages from this cart recovery series.
Send Email Action Node Make sure your Send Email nodes are associated with your Cart Recovery campaign. The first message in your series can be a transactional message. The next messages in your series must be marketing messages and your contacts will only receive them if they have opted-in to receive messages.
Delay Action Node The Delay node lets you determine how long you want to wait after sending your first message, to send a second cart recovery message. For example, you can wait 1 day after the cart was considered abandoned to send a second message.
Cart Status Filter Node Use this node with the Delay action node to check if the cart is still abandoned. If the cart status is Abandoned after your delay, then the second message in your series is sent.
Contact Field Comparison Filter Node Use this node after the Cart Status filter node. If the cart is still abandoned, use this node to check if the contact has placed an order recently. It could be that the contact placed an order over the phone instead, or on a different device. If they have not placed an order, the second message in your series is sent.

You can also use this node after the Cart Is Abandoned trigger node to give a coupon to a first-time buyer on your site.

Cart Phase Filter Node Use this node to determine when the contact abandoned the cart. For example, if the cart was abandoned during the checkout phase or the shopping phase, you can send a different message.
Cart/Order Field Comparison Filter Node Use this node after the Cart Is Abandoned trigger node to filter based on the cart. For example, you can decide to only send cart abandonment emails to contacts whose cart total is greater than $25.
Line Item Comparison Filter Node You can use this node after the Cart Is Abandoned trigger node to filter on the contents of the cart and even the products. For example, you can send a unique experience for a certain category of products or for a specific SKU.
Segment Membership Filter Node Use this node after the Cart Is Abandoned trigger node to filter specific segments that will receive a specific cart abandonment message. For example, you could send a coupon to your VIP segment.
Random Filter Node You can use this node to test your campaign to see if you need to send an offer code to get your contacts to convert.

For more tips on using workflows with your cart recovery campaigns, see our Rescue Revenue With Cart Recovery webinar.