Overview

An Abandoned Cart workflow helps you automatically follow up when someone starts a purchase but does not complete payment.

Setup

Part 1: Set up the Abandoned Cart workflow

Step 1: Set up the workflow trigger

• Navigate to Automations → Workflows and create a new workflow.

• Select Order Form Submission as your workflow trigger.

• For filters, select your funnel or website and set your submission type to Optin.

  • Note: If you do not specify a funnel or website, the trigger action will apply to all Order Form Submissions.

    

• Save the trigger to add it to your workflow.

Step 2: Add a wait step

• Add a Wait step to allow time for the customer to complete the purchase.

  

• Save the action.

Step 3: Add an Abandoned Cart contact tag

• Add another step and select Add contact Tag.

• Type Abandoned Cart to create or select a tag, then save.

  

Step 4: Add your follow-up actions

• Add the actions you need to follow up (email, SMS, notifications, tasks, and so on).