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How to Automate an Abandoned Cart Series with Automations
How to Automate an Abandoned Cart Series with Automations

Learn how to use automations to automate a multi-step abandoned cart series

Written by Peter Connolly
Updated over a week ago


With cart abandonment rates averaging approximately 68%, following up with your customers to remind them to purchase the items they're leaving behind can instantly boost your sales. SmartrMail allows you to send multiple follow up emails when a customer abandons their cart on your site. You can also split your series between customers and non-customers through conditional split actions.

Quick Reminders

  • If you're currently sending abandoned cart emails outside of SmartrMail, remember to turn these off so customers don't receive redundant messages

  • Abandoned Cart emails will only be sent to customers who have signed into your store OR have entered their email during the checkout process

  • If a customer has previously unsubscribed from email marketing from your store, a message will not be sent

Read the article below or check out this short video:

Step 1: Navigate to Automations and Create a New Automation

To get started creating an automation navigate to the Automations page, if you've installed SmartrMail prior to the launch of our new automations you'll need to navigate to the Automations tab. Click the New Automation button.

Next give your Automations a name.

Step 2: Configure your Trigger Settings

For an abandoned cart series you'll want to create a cart-triggered automation, create a new automation and then optionally choose whether or not you'd like to exclude any lists or segments.

Step 3: Add an Email

For this abandoned cart series I'm going to trigger my first email immediately after subscribers join my list, so I'll place an email directly under the trigger. However if I wanted to add a delay before sending my email I would add a Time Delay.
Depending on your e-commerce provider (Shopify, BigCommerce, Neto) a delay will be automatically added. For example, a Neto cart is only considered abandoned after its left for 1 hour.

Once you drag your email into the automation. You can give it a name for your own records and a subject line. Then click Edit to design your email.

You'll be directed to our email composer where you can add content and create your campaign. Once you're done, click Enable and you'll be directed back to your automation in progress.

Step 4: Add a Time Delay

Next before we add another email, we will schedule it by using a Time Delay.

Time delays add a delay between actions in your automation. To add a Time Delay, drag it into your automation.

From there set the time you'd like to delay the next action until.

Step 5: Add another email

After the time delay is added we're now able to add another email. Again you can drag the email under your Time Delay. Once you've done that, design and enable your email.

Step 6: Repeat steps 4 & 5 (Optional)

If you'd like to add another email to your series. Simply repeat steps 4 and 5 by placing another Time Delay and Email under your last Email placed.

Step 7: Enable Automation

Now that all your emails are in place. Click Enable at the top right of the screen. You'll be promoted to confirm that you'd like to enable your abandoned cart series.

That's it. You're done! Congrats on creating your abandoned cart series with SmartrMail πŸŽ‰

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