We've pre-built this Shopify-centric workflow with the understanding that roughly 70% of online shopping carts go abandoned each year. This workflow automates a series of time-delayed emails encouraging those potential customers to complete their purchase.
In this article:
- Before installing this workflow
- Install the workflow
- Workflow teardown
- Activate the workflow
- Test the workflow
In order to maximize its effectiveness, the upcoming workflow revolves heavily around the following integrations:
Why the additional set up?
The process behind being able to automate and track when a shopper abandons their cart requires you to know when they show the following behaviors:
- Starts or updates a checkout
- Have gone a certain amount of time without finalizing their transaction.
Shopify provides all of the data that Drip needs to perform automation based on those behaviors above. That data is sent over to Drip through the following events:
This event is sent to Drip when a customer starts a new checkout on your store.
This event is sent to Drip when a customer updates something about their current checkout. This can include the adding or removing of items to and from their cart, and when navigating further through the checkout process.
This event is sent to Drip when a customer completes an order on your store.
In addition to Shopify, the Facebook Custom Audiences (FBCA) integration allows you to move your customers from audience to audience, based on which stage of the automation they're currently active. Although the FBCA integration is not required for this workflow to perform its main functions, we highly encourage you to check out Facebook's free Custom Audience service.
Anything else I should know before I install the workflow?
In addition to the integrations mentioned above, you should also get more familiar with the following features:
That feature allows you to create highly targeted segments subscribers all based on the purchase habits and behaviors of your subscribers. Once you've connected those integrations, go ahead and install the workflow.
To install this workflow into your account:
- From the above example, click Install This Workflow.
- When you're redirected, complete the install by authenticating your Drip account (if you aren't already logged in). If you have multiple accounts, you must select the account where you'd like it installed.
We’ve included a short video guide to help you through the installation process:
Let's take a closer look at the core functionality included with this workflow:
- Subscribers enter into the workflow when they begin the checkout process on your store or update their existing checkout.
- Once in the workflow, subscribers stop at 2-hour delay. This delay determines how long to wait before sending the first reminder email.
- When the delay is up, subscribers enter into a decision. This checks to see if a given subscriber has completed an order within the last 7 days:
- If they have, they travel down the Yes branch and will immediately exit the workflow.
- If they haven't, they will continue down the No branch and move further down the workflow.
- Subscribers then get added to your Facebook custom audience and they trigger the first of three abandoned cart reminder emails. Each email delivery is separated by a given amount of time.
- If the customer completes an order at any point before reaching the final delay, they'll trigger the Order created goal, get removed from the FBCA and exit the workflow.
- If the customer fails to place an order before the final delay, they'll be removed from the FBCA and exit the workflow.
Can I edit this workflow to better fit my use case?
We've built this workflow to perform in accordance to best practices in terms of how to handle cart abandonment. That being said, we do encourage you to modify this installation to better firt your need. However, if this workflow is not in scope with what it is you're trying to accomplish, consider browsing through our library of pre-built workflows for one that might be a better fit.
Before you activate the workflow
Make sure to complete the following tasks before activating the workflow:
- Swap out the placeholder content in the one-off emails for your own
- Set up your custom audience
Before you activate the workflow in your account, double check the to-do list for any tasks that are still outstanding.
- When you're ready to start the workflow, click Activate Workflow.
It's peace of mind knowing that something will work properly and continue to run smoothly long after. That's why we suggest testing this workflow by running test subscribers through it. A 'test subscriber' is just a subscriber in your account that you create with your own personal email address. Learn how to quick-add a subscriber here.
How should I test this workflow?
Note: Testing does require you to activate the workflow.
With a test subscriber (who you've already created in Shopify based on the same email address), start adding items to your shop's cart. when you reach the payment page, do not enter your credit card or complete the order, simply leave it as is. With the checkout initiated, the workflow will trigger for that subscriber.