OnVoard

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AOV Progress Bar

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General

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Updates

Shipping cost is the number one reason why users abandon checkout. To recover this group of users, ecommerce platforms use multi-step checkout. On step-1 of checkout, user enters their details (name and email) to view shipping costs. If they abandon checkout after step-1 of checkout, we can use checkout abandonment workflow to recover these users.
Tip: Use discount code to recover users who've abandoned checkout. Even a $1 discount works more than you could imagine.
 
In this guide, we'll show you how to setup a Shopline Checkout Abandonment Workflow.
 
Before you Begin


Disable abandoned checkout recovery option in Shopline to prevent sending redundant emails.
Understand difference between checkout abandonment and cart abandonment.

 
Setting up Workflow
Select Workflow Playbook

Go to workflow playbooks page and select Checkout Abandonment playbook for Shopline. 
 
Workflow Configurations

In this workflow, we will send up to 2 abandonment emails to contact.


Select Email (Step 3)and add new email with using template "Checkout Abandonment (1st Email)" email template
Select Email (Step 5) and add new email with using template "Checkout Abandonment (2nd Email)"

Click Submit to create workflow. That's it, setting up Checkout Abandonment Workflow is easy when you are creating from playbook.
 
 
 
 
 

Shopline

Shopline Checkout Abandonment Workflow

You can use star rating block to display reviews stats for a specific product/site. In most cases, star rating block will be used along with reviews block to provide reviews insights for a specific product/site.
Example: Cart Abandonment Email


 Types of Email to use Star Rating Block

Cart Abandonment
Browse Abandonment
Product Recommendations
Cross Sell

 
 
 
 
 
 

Email Blocks

Star Rating Block

You can use reviews block to display reviews for a specific product/site. Embed reviews in email can help boost conversions when you want to recommend a product to your users. In most cases, reviews block will be used along with star rating block to provide reviews insights for a specific product/site.
Example: Cart Abandonment Email


 Types of Email to use Reviews Block

Cart Abandonment
Browse Abandonment
Product Recommendations
Cross Sell

 
 
 
 
 
 

Reviews Block

Setting up web tracking for your Shopline store allows OnVoard to retarget your store visitors based on their browsing activity. For example, you can use OnVoard to send cart abandonment email to contacts who've added cart items but didn't complete purchase. You need to turn this on to use workflows like browse abandonment, low stock, price drop, etc.
 
Follow instructions below to install web tracking on Shopline store. 

 
1) Go to your Shopline theme and select Theme Settings at bottom left.
2) Under App Embeds, look for OnVoard Web Tracking and turn it on.
 
Remember to save your theme.
 
 
 
 

Install Web Tracking on Shopline

You can use product list block to display a list of products in your email. You can use it to display products for abandonment, review request, recommendation emails.

One special trait about OnVoard's product list block is that you can embed reviews stats to provide richer insights for each products.
 
Product List Configurations
Below are some configurations to note when using product list block.
Selection
Determines how you want to input data to product list block.

ManualManually select products to use
 
FormulaUse prebuilt formula to select products. You will use this for use cases like abandonment emails. These are the available formulas.
Last Order - Get products from contact's last order. You can use this to display products for review request after each order.
Past Purchases - Get products from contact's past purchases. If you specify 30 for lookback days, we will retrieve products purchased by contact within the last 30 days. Will sort by most recently purchased products.
Abandoned Checkout - Get products from abandoned checkout. There won't be abandoned checkout for contact if their last checkout resulted in a purchase. Web tracking must be turned on.
Added to Cart Products - Get contact's added to cart products. Will sort by most recently added to cart products. You can use this to display products for cart abandonment. Web tracking must be turned on.
Viewed Products - Get contact's viewed products. Will sort by most recently viewed products. You can use this to display products for browse abandonment. Web tracking must be turned on.
 
RecommendationsGenerate product recommendations with OnVoard Recommender app. See guide for product recommendations in email.
 
 
 
 

Product List Block

Workflow is a sequence of tasks to execute for contact when an event has occurred. Using Workflow, you can automate tasks such as:

Sending checkout abandonment email
Sending review request email after purchase
Run new contacts through welcome series.
Send price drop email email.

 
Workflow Steps
Each step is a task to execute within a workflow. There are various types of steps:
Trigger: Events that start a workflow. Each workflow can only have 1 trigger.
Email: Send email to contact.
Action: Execute actions like adding/removing tags.
Delay: Wait for specified period before proceeding to next step.
Wait: Wait until conditions are met.
Filter: Only proceed to next step if filter conditions are met.
Branch: Split paths based on conditions or percentage (for A/B test). Can only be added at the end of workflow.
 
 
Workflow Playbooks
OnVoard provides more than 20+ workflow playbooks that you can use to setup workflows within minutes. Go to workflow playbooks page to view a list of playbooks for common use cases like:

Checkout Abandonment
Cart Abandonment
Browse Abandonment
Price Drop
Low Stock
Welcome Series
Winback
Review Request

 
Other Workflow Settings
Can the following links on other workflow settings

Workflow Entry Requirements
Workflow Requirements

 

Guide

Getting Started with Workflows

This guide is a walkthrough on how Shopify merchants can setup OnVoard Marketing Platform.
 
Connect to Shopify Store
Go to OnVoard's app listing on Shopify and connect to your store. After your store is connected, OnVoard will automatically sync the following data from your store.

Customers
Products

Depending on the number of records you have, you may take up to a few hours for data to be fully synced. 

We will automatically create a contact list Newsletter for new accounts. This is the main list for your account. Go to Shopify Settings page. The default settings will automatically add synced contacts to Newsletter list. This setup allows you to have a readily available audience when you need to broadcast emails.
 
Setup Email Profile & Domain
To send emails, you need to have at least 1 email profile.

Go to email profiles page.
If email profile if not created, follow this guide to setup email profile.
For better deliverability, we recommend setting up email domain as well.

 
Install Web Tracking
Setting up web tracking for your Shopify store allows OnVoard to retarget your store visitors based on their browsing activity. For example, you can use OnVoard to send cart abandonment email to contacts who've added cart items but didn't complete purchase. You need to turn this on to use workflows like browse abandonment, low stock, price drop, etc.
See how to install web tracking on Shopify store.
 
Use Workflows to Automate Marketing
Go to workflow playbooks and explore present workflows. We have more than 15 workflow playbooks you can use to automate marketing for your store. Using playbook, you can literally setup workflow within minutes.
 
Setup Email Campaign
Most workflows involves sending email in one way or another. See guide for setting up email.
 
Uninstalling App

See Uninstallation notes for Shopify users.

 
 

Shopify

Guide for Shopify Merchants (Marketing Platform)

This guide is a walkthrough on how EasyStore merchants can setup OnVoard Marketing Platform.
 
Connect to EasyStore
Go to marketing platform's connections page and connect to EasyStore. After your store is connected, OnVoard will automatically sync the following data from your store.

Customers
Products

Depending on the number of records you have, you may take up to a few hours for data to be fully synced.

We will automatically create a contact list Newsletter for new accounts. This is the main list for your account. Go to EasyStore Settings page. The default settings will automatically add synced contacts to Newsletter list. This setup allows you to have a readily available audience when you need to broadcast emails.
 
Setup Email Profile & Domain
To send emails, you need to have at least 1 email profile.

Go to email profiles page.
If email profile if not created, follow this guide to setup email profile.
For better deliverability, we recommend setting up email domain as well.

 
Install Web Tracking
Setting up web tracking for your EasyStore site allows OnVoard to retarget your store visitors based on their browsing activity. For example, you can use OnVoard to send cart abandonment email to contacts who've added cart items but didn't complete purchase. You need to turn this on to use workflows like browse abandonment, low stock, price drop, etc.
See how to install web tracking on EasyStore site.
 
Use Workflows to Automate Marketing
Go to workflow playbooks and explore present workflows. We have more than 15 workflow playbooks you can use to automate marketing for your store. Using playbook, you can literally setup workflow within minutes.
 
Setup Email Campaign
Most workflows involves sending email in one way or another. See guide for setting up email.
 

EasyStore

Guide for EasyStore Merchants (Marketing Platform)

This guide is a walkthrough on how BigCommerce merchants can setup OnVoard Marketing Platform. BigCommerce merchants can use OnVoard Marketing Platform by installing the app from BigCommerce app store. Marketing Platform BigCommerce App ListingDemo StoreView demo store to see the widgets live in BigCommerce store.Setup OnVoard AppsOnVoard has all-in-one plans for merchants to use all our apps under 1 subscription. You can explore guides below to setup each of OnVoard apps.Setup Marketing Platform on BigCommerceSetup AOV Progress Bar on BigCommerceSetup Back In Stock on BigCommerceSetup Reviews on BigCommerceSetup Reperks on BigCommerceSetup Product Recommender on BigCommerceSetup ActionPop on BigCommerceAfter your store is connected, OnVoard will automatically sync the following data from your store.CustomersSubscribersProductsDepending on the number of records you have, you may take up to a few hours for data to be fully synced.We will automatically create a contact list Newsletter for new accounts. This is the main list for your account. Go to Bigcommerce Settings page. The default settings will automatically add synced contacts to Newsletter list. This setup allows you to have a readily available audience when you need to broadcast emails. Setup Email Profile & DomainTo send emails, you need to have at least 1 email profile.Go to email profiles page.If email profile if not created, follow this guide to setup email profile.For better deliverability, we recommend setting up email domain as well. Install Web TrackingSetting up web tracking for your BigCommerce site allows OnVoard to retarget your store visitors based on their browsing activity. For example, you can use OnVoard to send cart abandonment email to contacts who've added cart items but didn't complete purchase. You need to turn this on to use workflows like browse abandonment, low stock, price drop, etc.See how to install web tracking on BigCommerce site. Use Workflows to Automate MarketingGo to workflow playbooks and explore present workflows. We have more than 15 workflow playbooks you can use to automate marketing for your store. Using playbook, you can literally setup workflow within minutes. Setup Email CampaignMost workflows involves sending email in one way or another. See guide for setting up email. 

BigCommerce

Guide for BigCommerce Merchants (Marketing Platform)

Wix merchants can use Marketing Platform by installing the app from Wix app store. See all our Wix apps.

Setup Guide for Wix

 
Connect to Wix
Go to OnVoard's app listing on Wix and connect to your store. After your store is connected, OnVoard will automatically sync the following data from your store.

Customers
Subscribers
Products

Depending on the number of records you have, you may take up to a few hours for data to be fully synced.

We will automatically create a contact list Newsletter for new accounts. This is the main list for your account. Go to Wix Settings page. The default settings will automatically add synced contacts to Newsletter list. This setup allows you to have a readily available audience when you need to broadcast emails.
 
Setup Email Profile & Domain
To send emails, you need to have at least 1 email profile.

Go to email profiles page.
If email profile if not created, follow this guide to setup email profile.
For better deliverability, we recommend setting up email domain as well.

 
Install Web Tracking
Setting up web tracking for your Wix site allows OnVoard to retarget your store visitors based on their browsing activity. For example, you can use OnVoard to send cart abandonment email to contacts who've added cart items but didn't complete purchase. You need to turn this on to use workflows like browse abandonment, low stock, price drop, etc.
See how to install web tracking on Wix site.
 
Use Workflows to Automate Marketing
Go to workflow playbooks and explore present workflows. We have more than 15 workflow playbooks you can use to automate marketing for your store. Using playbook, you can literally setup workflow within minutes.
 
Setup Email Campaign
Most workflows involves sending email in one way or another. See guide for setting up email.
 

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