Create and use Workflows for an Abandoned Cart sequence.
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.
Part 1: Setting up the Workflow for the Abandoned Cart
Step 1: Setting up the Workflow Trigger
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Navigate to Workflows and Create a New Workflow
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Select “Order Form Submission” as your Workflow trigger
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For filters, select your funnel/website and set your submission type as “Optin.”
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NOTE: if you don’t specify a funnel/website, then the trigger action will apply for all Order Form Submissions.
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Save the trigger to add it to your Workflow.
Step 2: Setting Up a Wait Step
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Set up a wait step to allow users some time to purchase and to know if they abandoned their cart.
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Save the action.
Step 3: Setting Up an Abandoned Cart Contact Tag
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Add another Step and select “Add contact Tag.”
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Type in “Abandoned Cart” to add a tag that signifies that the user abandoned their cart, and click save to add this action.
Step 4: Add a method to follow up.
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Add the actions you need to follow up with your user
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Save the workflow
Part 2: Create a Second Workflow to Remove Abandoned Cart Labels When A
Purchase Is Made
Step 1: Create a Second Workflow
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Select “Order Form Submission” as your Workflow trigger
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Set your filters to select your website/funnel and your submission type as “Sale,” then Save.
Step 2: Remove the Abandoned tag filter and remove the lead from the first Workflow.
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Add another Step.
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Select “Remove Contact Tag” and Choose the “abandoned cart” tag you created in Part 1.
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Add another step. Select “Remove from Workflow.”
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Select “Another Workflow”.
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Select the name of the first Workflow you created in Part 1.
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Save your changes to the action.
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Save and publish both Workflows.