If a lead abandons their cart and does not make a purchase, you may want to set up a Workflow to automate some actions, from a follow-up email to a reminder call or anything else that makes sense for your particular use case. Follow these steps to create and use Workflows for an Abandoned Cart sequence.
Navigate to Workflows and Create a New Workflow
Select “Order Form Submission” as your Workflow trigger
For filters, select your funnel/website and set your submission type as “Optin.”
NOTE: if you don’t specify a funnel/website, then the trigger action will apply for all Order Form Submissions.
Save the trigger to add it to your Workflow.
Set up a wait step to allow users some time to purchase and to know if they abandoned their cart.
Save the action.
Add another Step and select “Add contact Tag.”
Type in “Abandoned Cart” to add a tag that signifies that the user abandoned their cart, and click save to add this action.
Add the actions you need to follow up with your user
Save the workflow
Select “Order Form Submission” as your Workflow trigger
Set your filters to select your website/funnel and your submission type as “Sale,” then Save.
Add another Step.
Select “Remove Contact Tag” and Choose the “abandoned cart” tag you created in Part 1.
Add another step. Select “Remove from Workflow.”
Select “Another Workflow”.
Select the name of the first Workflow you created in Part 1.
Save your changes to the action.
Save and publish both Workflows.
