FluentCRM Abandoned Cart Tracking

#Overview

WP Fusion’s Abandoned Cart addon works with:

to automatically add customers to FluentCRM when they begin checking out on your store.

After the customer’s name and email have been entered on the checkout form, the customer is added as a contact to FluentCRM (even if they don’t complete the checkout).

You can then use automations in FluentCRM to follow up with customers who don’t complete checkout within a specified period of time, including sending a cart recovery URL, and issuing automatic discounts based on tags.

WP Fusion’s Abandoned Cart functionality works with either with FluentCRM on the same site, or connected to FluentCRM on another site via the REST API.

#General settings

The Abandoned Cart Addon settings are found at Settings » WP Fusion » Addons in your WordPress admin.

The available options are:

  • Recovery URL Destination: When using recovery URLs (see below), you can select where the URL should take the returning customer. Current Page works best with plugins like CartFlows, WooFunnels, or LaunchFlows where different products have different checkout pages.
  • Apply TagsYou can specify tags to be applied to the customer, which can trigger automations in FluentCRM to follow up with customers who didn’t complete a purchase. Tags can also be configured for specific products while editing each product (see the Abandoned Cart Tracking overview page for more info).
  • Trigger on Add to Cart: This lets you start the abandoned cart process for logged in users when they add a product to the cart (instead of at checkout).
  • Abandoned Cart Delay: Normally WP Fusion sends customer data to FluentCRM immediately after they’ve entered their details on the checkout screen. Using this feature, you can delay sending any data to your CRM unless the customer hasn’t completed checkout within the specified time (in minutes). Using this setting simplifies the automation strategy in FluentCRM since you no longer need to add a wait and condition to see if the cart is still abandoned.

#Syncing cart fields

WP Fusion has the ability to sync details about the abandoned cart to custom fields on contact records in FluentCRM. These fields can then be added to cart recovery emails using merge tags.

To enable these fields, head to Settings » WP Fusion » Contact Fields » WP Fusion Abandoned Cart.

Any enabled fields will be synced to the corresponding custom fields in your CRM whenever a cart is updated (currently limited to WooCommerce and Easy Digital Downloads).

#Recovery URLs

With WooCommerce and Easy Digital Downloads, WP Fusion has the ability to generate a cart recovery URL and sync it to a custom field in FluentCRM.

This can be enabled by enabling the Recovery URL field for sync from the Contact Fields list (see above).

When a customer begins to check out (or their cart contents are updated), the cart contents will be saved into a cache in your database, and the recovery URL will be synced to the selected custom field in FluentCRM.

The WP Fusion activity logs show the cart data being synced to the CRM once a customer has entered their email address on the checkout page.

You can then use a merge field in the email editor in FluentCRM to include the unique recovery URL.

When the recovery URL is visited the customer’s cart contents will be restored, and the checkout fields will be pre-filled using the information that was entered in the initial abandoned checkout session.

#Setup in FluentCRM

In FluentCRM, create an automation that is triggered when the Abandoned Cart tag is applied. The automation should wait for a period of time (for example a few hours, or a day), and then check to see if the contact still has the Abandoned Cart tag.

If they do have the tag, the cart is still abandoned, and you can send your recovery email.

When editing your email, use the merge code for your recovery link custom field to automatically merge a one-click cart recovery link into the email.

#Merging the cart contents

WP Fusion doesn’t have the ability to dynamically merge the cart contents into the abandoned cart email, but you can apply tags based on which products were abandoned.

If you don’t have a lot of products (for example a small store or membership site), it’s simple to create conditional sections in the email editor, based on the tags applied for the abandoned products.

In this example the Fatal Error Notify checkout link is only shown if the customer has the Fatal Error Notify Pro tag (to indicate the product was abandoned in their cart).

#Benchmark and reporting

Finally, it’s recommended to end the automation with a benchmark (goal), to track the cart recovery rate of the campaign.

This benchmark is triggered when the Abandoned Cart tag is removed after checkout, and allows you to track the recovery rate of your campaign.

The benchmark is triggered if the customer is still in the automation (i.e. the cart recovery email has been sent), and the Abandoned Cart tag is removed.

Make sure to check Essential Point, so the benchmark is only triggered when the tag is removed, and un-check Contacts can entry directly to this sequence point so that the goal will only trigger for contacts who’d received the cart recovery email.

Publish the automation, and you’re good to go!

By adding a “Recovered Cart” goal to the automation, we can see the percentage of customers who finished checking out after receiving the cart recovery email.

You can come back later and see stats on the number of abandoned carts and the recovery rate by using the View Reports button.

For more information on abandoned cart tracking with WP Fusion, see the Abandoned Cart Tracking overview.

To automatically apply discounts in WooCommerce based on a contact’s tags in FluentCRM, see the Automatic Discounts documentation.

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