Send Abandoned Cart Products in a Workflow Using a Custom Template

Send Abandoned Cart Products in a Workflow Using a Custom Template

Introduction

When a shopper leaves items in their cart without completing the purchase, you can automatically send them a personalized reminder using AiTrillion’s workflow automation. This article explains how to send abandoned cart products in a workflow using a custom email template — helping you recover lost sales and boost conversions effortlessly.

There are 2 options available to send the abandoned cart product in the workflow:

  1. Pre-made workflow template
  2. Custom workflow

1. Pre-made workflow template




Step 2: Click on the Abandoned cart tab, and there are three templates available, which are:

1. Product Browse Abandoned: This workflow targets customers who viewed products but did not take further action.
  • Sends automated emails featuring recently viewed products
  • Encourages customers to return and complete their purchase
  • Ideal for increasing engagement from browsing users
2. Abandoned Cart & Checkout: This workflow focuses on customers who added items to their cart or reached checkout but did not complete the purchase.
  • Sends a series of follow-up emails
  • Can include reminders, offers, or incentives
  • Helps recover lost revenue by bringing customers back
3. Site Browse Abandonment: This workflow targets users who visited your store but did not browse specific products deeply or take action.
  • Sends re-engagement emails
  • Encourages customers to revisit your website
  • Helps bring back inactive visitors
Click on the Use now button to use the template. For example, I am using the abandoned cart and checkout template.



Step 3: Add or edit the triggers, filters, and actions as per your needs. To edit the email template, click on the blue link.



Step 4: Once everything is done, give or edit the name of the workflow, set the throttling option, and mark the workflow as active by clicking on the enable button.



Now, the workflow will send messages to customers with the product image and link for the items they have abandoned.


2. Custom workflow

Here are the steps to send the abandoned cart products in a workflow using a custom template:




Step 2: Click on the New editor.



Step 3: Design the template as per your needs or edit the template. Now, drag and drop the text block where you want to show the abandoned product.



Step 4: Click on Personalization >> Search for Abandoned cart >> Click on the Abandoned cart option.



Step 5: Now, design the template according to your requirements and ensure that the tag is available at the right place and click on Save & exit.



Step 6: Go to Workflow automation >> Workflows >> click on the Create from scratch button.



Step 7: Drag and drop the trigger cart is abandoned, and the action Send email to the workflow editor.




Step 8: Click on the send email action in the workflow editor. The left side menu will appear, select the email template that has been previously created, add the required details, and click on Done.


Step 9: Give a name to the workflow, set up the throttle settings, and mark the workflow as active by clicking on the enable button.




Now, the abandoned cart email will be sent to the customer's email.



Important Notes

  • You can use either a pre-built abandoned cart template or create a custom workflow based on your requirements.
  • Ensure the correct trigger (e.g., Cart Abandoned) is selected.
  • If using a custom workflow, make sure your email template includes abandoned product shortcodes (image, name, link, etc.).
  • Always verify that the email template is properly designed and tested before using it in the workflow.
  • Add appropriate delays (e.g., 1 hour, 24 hours) to avoid sending emails too quickly after abandonment.
  • You can include multiple follow-up emails to improve recovery rates.
  • Ensure all nodes (trigger, filters, and actions) are correctly connected in the workflow editor.
  • Configure contact throttling to prevent sending repeated emails to the same customer.
  • Save and enable the workflow, otherwise abandoned cart emails will not be sent.

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