Automated rescue of abandoned carts

Did you know that up to 70% of online shopping carts are abandoned by shoppers? Boldem allows you to track these incomplete purchases and automatically engage with registered customers. On average, our customers have a 55% open rate and a 20% click rate on abandoned cart alerts. This demonstrates that investing time in automations is truly worth it.

Automation goal

The goal of abandoned cart automation is to automatically send an email or a series of delayed email reminders to undecided registered customers who have not completed their purchase in your online shop. These emails serve as reminders and include a list of products the customer intended to purchase.

By implementing this automated process, you increase the chances of convincing the customer to return to the abandoned cart and complete their purchase. Sometimes, a small incentive is enough, while in other cases, a larger one such as a promo code offer or end-of-season sale may be necessary.

Abandoned cart email campaigns achieve the highest conversion rates among all email marketing messages as they target customers who have already shown some interest in the product. The reasons for not completing the order can be surprisingly trivial. It could be something as simple as losing the window in a cluttered browser or closing the window by accident that causes the customer to completely forget about his shopping intentions.

Prerequisites

To create the automation for tracking abandoned carts, you will need:

• Aktivovaný tarif Boldem Profi v účtu Boldem.
• Fully verified sending domain.
• Online shop integrated with your Boldem account.
• Transactional template – the message you intend to send to the recipient.
• Promo codes (optional) – if you decide to offer promo codes to customers as a part of your automation, you will need to add them first.

See the sections below for details on each step.

Integrating online shop with your Boldem account

To ensure that your Boldem app can effectively load data bout orders and carts from your online shop, as well as utilize automation and subscription forms, it is essential to integrate your website with your Boldem account. You have the following integration options:

• Instant integration of your online shop running on the Shoptet or Upgates platform to seamlessly sync your contact database, cart, and order data.
• Advanced integration of any website or online shop on any platform that allows you to display forms, synchronize contacts, orders, or shopping cart data. However, such integration requires the intervention of a developer who will create a customized integration for you.

Below, you will find instructions on how to integrate different platforms with your Boldem account:

• Integrating your Shoptet store with Boldem.
• Integrating your Upgates store with Boldem.
• Integrating other websites with Boldem.

Transactional template

Only so-called transactional templates can be used in automations. Any smart template can be set up as a transactional template. The prerequisite for a successful transactional template is a fully verified sending domain. You can manage the sending domain in Settings/Domains.

To automate tracking of abandoned carts, we recommend adding a unique code to the transaction template. This code will show the customer’s shopping cart contents and include a button or link that takes them to your online shop or directly to their cart.

You can either create a custom template completely to your liking or choose a ready-made template for abandoned carts from the template gallery.

Ready-made template for abandoned shopping cart

Within the template, you will discover all the necessary elements for the abandoned cart scenario. Your only task is to personalize its visual style and text tone to match with your brand identity.

1. Log into Boldem and navigate to Templates.
2. Click Create a new template and select Create a smart template.
3. Choose Select template from gallery.
4. In the list of ready-made templates, find the template called Abandoned cart and click Use.
5. Make additional adjustments to the template according to your preferences

Custom template for abandoned cart

You can make a transactional template for abandoned shopping carts by following the procedures below. This method also allows you to modify an already existing smart template. If you wish to work with an existing template, open it and continue with step 4:

1. Log into Boldem and navigate to Templates.
2. Click Create a new template and select Create a smart template.
3. Choose whether you want to edit a ready-made template from the gallery, start working with a sample template, or start from scratch with a blank template.
4. Click the gear icon. The Information tab appears.

5. On the Information tab, fill in the template name, subject, and preheader.

6. Activate the transactional features by toggling on the Template is for transactional emails (automations and API) switch. This action will reveal additional transactional template fields.
7. Fill in Sender’s email, Sender’s name and select your Domain router from the drop-down menu.

Now that you have a basic transactional template, we recommend inserting special strings, known as variables, into it. Variables will automatically load data from your online shop and display the contents of the customer’s cart in the message.

Choose the location within the template where you want to showcase the cart contents and insert the following variables with text:

{{item.name}}

{{item.priceVat}} CZK

{{item.quantity}} pcs

Total price incl. VAT: {{cart.priceVat}} CZK

If you wish to include product images as well, insert an image block into the template and double-click it to display and modify its properties.

1. In the image URL field, enter the following string: {{item.imageUrl}}
2. In the Image URL field, enter the following string: {{item.url}}
3. In the Alternative description field, type the following string: {{item.name}}

4. Include a link to your online shop in the suitable area of the template, ideally pointing directly to the URL that displays the cart in your online shop.
5. In the upper-right corner, click Done and select Save and leave.

In our illustrative example, the generated email with the contents of the abandoned cart will look something like this:

Promo codes

If you decide to gift your customers promo codes to encourage them to complete their purchase, it is practical to assign a unique promo code to each customer. Before incorporating promo codes into a template, you must input them into the system, either through manual entry or by importing them from a file:

1. Go to Settings/Promo codes.
2. Click All groups and select Add group.
3. Enter the group name, select the group color, and confirm with Add.
4. Click New promo code.
5. Choose an expiry date in the Select expiry date drop-down menu. The date should match the date you have opted for in the online store, through which promo codes are being generated.
   • No expiration – all imported promo codes can be used for unlimited time.
   • Single expiry date – there is a set expiry date and time for all imported promo codes. Once selected, a field will appear and further request a date to be specified.
   • Individual expiry date – each imported promo code has a defined expiration date and time. To proceed with this option, two columns in the imported file must be filled in: one with the promo codes, and one with the expiry date(and time).
6. If you wish to import a file containing promo codes, click Select a file and confirm by clicking Create.

7. A small number of promo codes can also be imported manually by entering them into the Promo codes field. If this is the choice you opt for, make sure each promo code is written on a separate row. If you also wish to add an expiry date after the promo code, choose Individual expiry date from the Select expiry date drop-down menu and add a semicolon ;, or a vertical bar | after the promo code. Behind this special character, insert the date and time format set in your account (see the note above), e. g.:

PromoCode11;29.3.2028 11:38
PromoCode12|29.3.2028 12:00

8. Confirm the dialogue by clicking Create.

Using promo codes in template

Promo codes can be sorted into groups, each of which can be assigned different colours and names. Every group carries a unique identifier, e.g., {{coupons.group_794}}. Copy and paste the string into the templates you plan to use in campaigns or automations.

In the template, paste the copied identifier into the area of your liking. After dispatching a campaign, triggering an automation, or dispatching transactional emails, these identifiers will then show as unique promo codes.

Personalized salutation in template

When creating a template to send to your customers, always consider how the salutation at the beginning will sound to your recipients. It should be as personal as possible. Boldem can assist you with:

Automatic first name declension

Boldem offers automatic declension of first names into the 5th case – vocative. The variable Vocative is used to generate salutations. Use this variable by inserting the following string into the template:

{{ vokativ contact.name }}

After dispatching the message, this string will be replaced with the recipient’s first name in the correct vocative form. For example, if the recipient’s first name is Jana, the template will display Jano. Alternatively, if you want to choose a more familiar approach with Ahoj Jano (Hi Jana), use the following string:

Ahoj {{ vokativ contact.name }},

For example, if your goal is to express gratitude for registering, use the following string:

Thank you for your registration, {{ vokativ contact.name }}!

Automatic last name declension with gender distinction

In a vast number of personalized salutations, not only do you need to correctly spell both the first and last names, but also to change the salutation to match the person’s gender. Since Boldem allows you to enter the gender of recipients, using the designated variable should make this process a walk in the park.

If you have set the gender of your recipients, you can use the string below in the template instead of manually addressing recipients:

Thank you for your registration {{ if contact.sex != null }}{{ if contact.sex == 1 }}, Mr. {{ end }}{{ if contact.sex == 0 }}, Mrs. {{ end }}{{ vokativ contact.surname }}!{{ else }}!{{ end }}

This string is actually a script code that evaluates whether the recipient has the correct gender setting, thus applying the salutation accordingly:

• If the gender is set to Male and the recipient’s last name is Novák, the following salutation will be used: Thank you for your registration, Mr. Novák!
• If the gender is set to Female and the recipient’s last name is Svobodová, the following salutation will be used: Thank you for your registration, Mrs. Svobodová!
• If gender is not set, the following universal salutation will be used: Thank you for your registration!

Naturally, you can modify the text of the salutation (bold text in the example) to your liking. We recommend that you always test the salutation thoroughly on a small sample of test recipients using every possible variation (i.e. with both genders and a recipient without gender).

Automation scenarios

Before creating an automation scenario, determine your objectives. Decide on factors like the timing for sending the first message after recipients abandon their cart, whether to send one or multiple emails, and the intervals between them. Eventually, decide if you want to incorporate multiple steps and potentially offer a promo code in the second email.

Below, we have provided examples of automation scenarios you can create for the purpose of abandoned shopping cart automation. However, this list is not exhaustive, and you can align the individual automation blocks according to your specific requirements:

• Automatic abandoned cart rescue with one notification
• Automatic rescue of abandoned cart with a series of emails

Automation scenario – abandoned cart with one alert

After initially confirming their inactivity, this simple abandoned cart rescue automation sends a single email notification to customers who have not completed their purchase.

Creating automation

1. Log into your Boldem account and navigate to Automations.
2. Click Create new automation.
3. Enter the Automation name and description. Both entries are for your reference and can be changed later on the Settings tab in the automation details.
4. Confirm your entry by clicking Create automation.

This will open the automation diagram, with an overview of the blocks you can use in the automation on the left and a canvas on the right where you will insert these blocks. To insert a block, simply drag and drop it onto the canvas.

Trigger

First, we need to add a trigger block to specify how and when the recipient will engage with the automation. To rescue abandoned carts in this automation, we will use the Website event block.

1. Select the Triggers tab on the left, drag the Website event block onto the canvas, and double-click it to display the block settings.
2. From the Select a website drop-down menu, select the previously integrated online shop. If you do not see the shop in the menu, it may not have been integrated correctly. Verify the status in the Settings/Integrations or integrate your online shop with Boldem.
3. From the Select an action drop-down menu, choose User did not complete the order.
4. In the How many hours after the event should this trigger be started? field, specify when the trigger should be activated. In other words, enter the number of hours that should pass since the customer left the item in the cart or made the last changes to it. The default and minimum value is 2 hours.
5. Toggle on the Run automation repeatedly switch. This will ensure that the system tracks abandoned carts for all recipients on a regular basis.
6. In the After how many days can the recipient go through the automation again? field, enter when you want to allow the recipient to become part of the automation again.
7. Click Save.

Adding condition block

After the delay set in the trigger (in our case, 2 hours), we need to check if the recipient has completed their purchase. This step ensures we avoid sending them an unnecessary message about an incomplete purchase. To do this, insert a condition block into the automation. Here’s how:

1. Select the Operators tab on the left, drag the Condition block onto the automation canvas, and double-click it to display the block settings.
2. Click Select a new condition. A dialog will open to select the condition.
3. From the Source drop-down menu select Recipients’ activity on the web.
4. In the Select a website drop-down menu, select the previously integrated online shop. If you do not see the shop in the menu, it may not have been integrated correctly. Verify the status in Settings/Integrations or integrate your online shop with Boldem.
5. From the Recipients’ activity on the web drop-down menu, select Completed a purchase in store.
6. In the Time limit drop-down menu, select the time period after which the condition should be evaluated. In our case, we want to evaluate the last 3 hours. This is because the automation is triggered after two hours, but it takes some time to activate, so it’s safer to evaluate the last 3 hours. Therefore, choose In the last X hours, and enter 3.
7. Click Save rule.
8. Click Save to save the entire block.

After the condition block, we need to insert additional blocks to account for its evaluation. We have two branches – one for the positive and one for the negative result:

Condition block branch – Yes

If the recipient meets the condition you have set, such as making a purchase in your store within the last 3 hours, you can leave this branch empty, as any further notification is not required. In this case, the automation concludes for the given recipient.

Condition block branch – No

If the recipient does not meet the specified condition, e.g., they have not made a purchase in your shop within the last 3 hours, you can insert another block after this branch to send an email reminding the recipient of the abandoned cart.

Adding a block to send an email:

1. Select the Actions tab on the left, drag the Send email block onto the automation canvas and double-click it to display the block settings.
2. Select the transactional template you want to send to the recipient from the Template drop-down menu.
3. Leave the other settings as default and click Save.

Connect the individual blocks by clicking and dragging the mouse:

Continue with Testing and starting automation.

Automation scenario – abandoned cart notification and promo code offer

This abandoned cart rescue automation involves sending two emails to customers who have not completed their purchase: a notification and a promo code offer with a delay in between. The automation includes a verification to ensure the recipient has not already completed the purchase.

Creating automation

1. Log into your Boldem account and navigate to Automations.
2. Click Create new automation.
3. Enter the Automation name and description. Both entries are for your reference and can be changed later on the Settings tab in the automation details.
4. Confirm your entry by clicking Create automation.

This will open the automation diagram, with an overview of the blocks you can use in the automation on the left and a canvas on the right where you will insert these blocks. To insert a block, simply drag and drop it onto the canvas.

Trigger

First, we need to add a trigger block to specify how and when the recipient will engage with the automation. To rescue abandoned carts in this automation, we will use the Website event block.

1. Select the Triggers tab on the left, drag the Website event block onto the canvas, and double-click it to display the block settings.
2. From the Select a website drop-down menu, select the previously integrated online shop. If you do not see the shop in the menu, it may not have been integrated correctly. Verify the status in the Settings/Integrations or integrate your online shop with Boldem.
3. From the Select an action drop-down menu, choose User did not complete the order.
4. In the How many hours after the event should this trigger be started? field, specify when the trigger should be activated. In other words, enter the number of hours that should pass since the customer left the item in the cart or made the last changes to it. The default and minimum value is 2 hours.
5. Toggle on the Run automation repeatedly switch. This will ensure that the system tracks abandoned carts for all recipients on a regular basis.
6. In the After how many days can the recipient go through the automation again? field, enter when you want to allow the recipient to become part of the automation again.
7. Click Save.

Adding first condition block

After the delay set in the trigger (in our case, 2 hours), we need to check if the recipient has completed their purchase. This step ensures we avoid sending them an unnecessary message about an incomplete purchase. To do this, insert a condition block into the automation. Here’s how:

1. Select the Operators tab on the left, drag the Condition block onto the automation canvas, and double-click it to display the block settings.
2. Click Select a new condition. A dialog will open to select the condition.
3. From the Source drop-down menu select Recipients’ activity on the web.
4. In the Select a website drop-down menu, select the previously integrated online shop. If you do not see the shop in the menu, it may not have been integrated correctly. Verify the status in Settings/Integrations or integrate your online shop with Boldem.
5. From the Recipients’ activity on the web drop-down menu, select Completed a purchase in store.
6. In the Time limit drop-down menu, select the time period after which the condition should be evaluated. In our case, we want to evaluate the last 3 hours. This is because the automation is triggered after two hours, but it takes some time to activate, so it’s safer to evaluate the last 3 hours. Therefore, choose In the last X hours, and enter 3.
7. Click Save rule.
8. Click Save to save the entire block.

After the condition block, we need to insert additional blocks to account for its evaluation. We have two branches – one for the positive and one for the negative result:

First condition block branch – Yes

If the recipient meets the condition you have set, such as making a purchase in your store within the last 3 hours, you can leave this branch empty, as any further notification is not required. In this case, the automation concludes for the given recipient.

First condition block branch – No

If the recipient does not meet the specified condition, e.g., they have not made a purchase in your shop within the last 3 hours, you can insert another block after this branch to send an email reminding the recipient of the abandoned cart.

Adding a block to send an email:

1. Select the Actions tab on the left, drag the Send email block onto the automation canvas and double-click it to display the block settings.
2. Select the transactional template you want to send to the recipient from the Template drop-down menu.
3. Leave the other settings as default and click Save.

Inserting delay

After sending the email, provide the recipient with some time to complete their order. To achieve this, we set a delay, i.e., the time we allow the recipient to respond to the message and finalize their purchase. Here is how:

1. Select the Operators tab on the left, drag the Wait block onto the automation canvas, and double-click it to display the block settings.
2. From the drop-down menu, select Over a period of time and select a delay, e.g., 2 days.
3. Click Save.

Adding second condition block

After the delay set above (in our case, 2 days), we need to evaluate whether the recipient has had enough time to make a purchase. This is to avoid sending them a message with a promo code offer if they actually finished the purchase. To do this, insert a condition block into the automation. Here is how:

1. Select the Operators tab on the left, drag the Condition block onto the automation canvas, and double-click it to display the block settings.
2. Click Select a new condition. A dialog will open to select the condition.
3. From the Source drop-down menu select Recipients’ activity on the web.
4. In the Select a website drop-down menu, select the previously integrated online shop. If you do not see the shop in the menu, it may not have been integrated correctly. Verify its status in Settings/Integrations or integrate your online shop with Boldem.
5. From the Recipients’ activity on the web drop-down menu, select Completed a purchase in store.
6. In the Time limit drop-down menu, select the time period after which the condition should be evaluated. In our case, we want to evaluate the last 2 days. Therefore, select In the last X days and enter 2 days.
7. Click Save rule.
8. Click Save to save the entire block.

After the condition block, insert additional blocks that take the automation’s evaluation into account. We have two branches – one for the positive and one for the negative result:

Second condition block branch – Yes

If the recipient meets the condition you have set, such as making a purchase in your store within the last 2 days, you can leave this branch empty, as no further notification is required. In this case, the automation concludes for the given recipient.

Second condition block branch – No

If the recipient does not meet the specified condition, for example, they have not made a purchase in your online shop within the last 2 days, you can insert another block after this branch to send an email reminding the recipient of the abandoned cart. Ideally, this email should contain even stronger motivation to encourage the recipient to make the purchase, like a promo code offer.

Adding a block to send an email:

1. Select the Actions tab on the left, drag the Send email block onto the automation canvas and double-click it to display the block settings.
2. Select the transactional template you want to send to the recipient from the Template drop-down menu.
3. Leave the other settings as default and click Save.

Connect the individual blocks by clicking and dragging the mouse:

Testing and starting automation

You can further customize the automation according to your preferences, e.g., change the number/types of emails, conditions, and the delays over time. Simply test what works best for your customers.

Once you are satisfied with the settings and number of blocks, save the automation by clicking Done/Save.

Test the automation thoroughly before starting! You can find the testing procedures in the Testing automation article. We recommend not underestimating the importance of testing and starting the automation only after thorough testing has been completed.

Once you have completed the testing with a positive result, run the automation by clicking Run.