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FunnelKit Automations

Set Up Abandoned Cart Automation

In this doc, we’ll be creating a 3-part email sequence for an abandoned cart.

This will be a sequence in which the first email checks in with the user and encourages them to complete the purchase.

The second email offers a discount coupon code, and the final email follows up with instructions for using the coupon code.

Watch this video to learn the step-by-step process to set this up:

Set Up Abandoned Cart Automation


Follow the steps to create a cart recovery sequence for your store:

Step 1: Create a new Automation

Go to the Automations section and click on Create Automation.

Click on Start from scratch and enter the name of your automation.

Name your automation

Click on Create.

Step 2: Select ‘Cart Abandoned’ as the Event Trigger

Select the Cart Abandonment under WooCommerce from the events.

Select the Cart Abandonment under WooCommerce from the events

Click on Done.

When the WooCommerce cart gets abandoned, it will be recorded as an event and the subsequent actions will get triggered.

You can configure the event trigger by assigning the automation runs such as:

Click on Save when done.

Step 3: Add a delay

When you click on the + sign to add action, you will see seven nodes: Action, Delay, Condition, Split Path, Goal, Jump, and Exit.

Add the delay

Action - When you want the action to be executed immediately

Condition - When you want an action to be executed after a specified condition is met

Split Path - A/B test multiple paths in your automation to analyze which one turned out the most profitable for your business

Goal - Set a specific goal for your automation

Delay - Specify the delay for different steps in your sequence

Jump - Move to a particular step by skipping all the subsequent nodes on your workflow

Exit - End the automation

In this case, select the delay and proceed.

Configure the delay for a specific period

Set up the delay here and click on Save when done.

We recommend that you set the delay for your first email anywhere from 30 minutes to 4 hours after cart abandonment.

You can also delay sending the email until a specific time of day or day of the week. This feature allows you to choose your best sending times—when you know that your open rate and clickthrough rates are the highest.

If you want your email to go only on a chosen day of the week, delay it until that day.

So if you choose Monday and the cart was abandoned on Friday - that specific email will not go until Monday.

Step 4: Select ‘Send Email’ from the Actions

Click on the Action.

Add action to your workflow

Now select ‘Send Email’ as the action under Messaging.

Here’s how:

This is the side panel that is displayed when you select “Send Email”:

Step 5: Craft the Email Using Personalization Merge Tags

You can use personalization merge tags such as the first name, cart item(s) abandoned, cart total, and more to personalize your email.

Here’s where you’ll find them:

The merge tags will allow you to make your email personalized hence increasing your open rates and click-through rates.

Step 6: Turn the Automation to Active

Once done, turn the toggle 'Active' to make this abandoned cart automation go live.

Well done! You have successfully set up abandoned cart automation for your store.

In the next documentation, you'll learn how to provide coupons to your abandoned cart users for making a compelling offer.

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