Checkout Abandonment is when a shopper add items to their cart, initiates checkout by entering their contact information in checkout step, but didn't complete the final purchase. In this case, the shopper has shown great interest in your products but for some reasons, didn't complete the purchase. Checkout Abandonment Flow allows you to re-engage with these shoppers and encourage them to make the purchase.
In this guide, we'll show you how to setup a Shopify Checkout Abandonment Flow.
Before you Begin
- Disable abandoned checkout recovery option in Shopify to prevent sending redundant emails.
Checkout Abandonment Email
To start, you need to prepare a checkout abandonment email. Go to emails page and add a new email.
Select Checkout Abandonment template. We'll modify configurations from this template.
Since we are using this email for Shopify Checkout Abandonment, go to Settings tab and add
Shopify Checkout Started resource. This resource will provide us with data needed to display checkout items.
Select Content tab to go back to editor. Then select the product list block displaying cart items.
- Select Resource Property for Data Input.
- Select Shopify Checkout Started for Config > Resource.
This config will dynamically generate list of cart items from abandoned checkout. Modify the rest of email configurations according to your preferences and click Submit to save email.
Setting up Flow
Select Flow Playbook
After email is ready, go to flow playbooks page and select Checkout Abandonment playbook for Shopify.
Select Send Email (Step 5). Then specify checkout abandonment email to use for sending.
Click Submit to create flow. That's it, setting up Shopify Checkout Abandonment Flow is easy when you are creating from playbook.
Here's a breakdown of steps for this flow.
Step 1: Trigger this flow when
Shopify Checkout Started activity is created.
Step 2: Wait for 1 hour.
Step 3: Augment
Shopify Checkout Started resource. This is required since we are using
Shopify Checkout Started in our email.
Step 4: Filter will exclude contacts who've placed orders within the last 3 days. This will exclude contacts who've recently purchased from our store. If there's no placed orders, checkout is considered as abandoned and we'll proceed to next step.
Step 5: Send checkout abandonment email to contact. Flow resources like
Shopify Checkout Started will be passed to email.