Use The Cart Phase Filter Node In Workflows

The Cart Phase filter node filters a workflow by sending contacts down different paths based on their cart's phase when the cart was abandoned.

About this task

Important: This topic only applies to you if you pass either cart or order data from your site into Bronto.
Cart Phase Filter Node

You can use the Cart Phase filter node to send contacts an email or to move contacts onto a specific list based on the phase their cart was in when it was abandoned. For example, you could send a discount email to contacts who abandoned a cart in the billing phase. You can only filter one phase per node, but a single workflow can have multiple Cart Phase filter nodes.

To use the Cart Phase filter node:

Procedure

  1. Create a new workflow or edit an existing workflow.
    To create a new workflow, go to Automation > Workflows and click Create New Workflow.
    Note: If you created a new workflow, make sure you name it by clicking the pencil icon above the Node Palette.
  2. Drag the Cart is Abandoned trigger node to the workflow canvas.

    The Cart Phase filter node can only be added to workflows that are triggered by the Cart is Abandoned trigger node.

  3. Drag the Cart Phase filter node on to the workflow canvas.
  4. Select a cart phase:
    • billing
    • order complete
    • order review
    • payment
    • shipping info
    • shipping method
    • shopping

    Each cart phase is defined by the jQuery Selector its mapped to on the Settings > Platform Settings > Commerce page. For more information see Setting up Cart Phases for Shopping Cart Abandonment.

  5. Click Done.
  6. Connect the Cart Phase filter node to the relevant nodes in your workflow.
  7. Continue to add and connect other filter and action nodes until your workflow is complete.
  8. Click
    • Save Changes to save the current version of the workflow and continue editing.
    • Save & Close to save and close the workflow.
    Saving Workflows