How to create an abandoned cart recovery email workflow (with dynamic coupon)?
Learn how to create an abandoned cart recovery email workflow with dynamic coupon.
In this article, you can learn how to create an abandoned cart recovery email workflow (with dynamic coupon) from the scratch.
Step 1:
To create your abandoned cart recovery email workflow, click on the ‘Create workflow’ button at the Retainful dashboard -> Automation.
You can choose the pre-built template or create it from scratch.
Select your prefered option
To create an abandoned cart recovery email workflow from the scratch, click on the ‘Create from Scratch’ option.
Give a name for the email workflow, select ‘Abandoned cart’ in the workflow type and click ‘Continue’ to proceed.
Creating an abandoned cart recovery workflow from scratch
Step 2:
Once when you click on the ‘Continue’ button you will be taken to the workflow builder page. On the workflow builder, you can find the ‘Trigger’ block that will let you set up the entry conditions for the workflow.
Trigger settings
In the ‘Trigger setup’, you can set up the trigger conditions for your workflow. The trigger conditions are going to determine who can enter the workflow.
NOTE: If you don’t set up any trigger conditions for the workflow, all your customers can enter into the workflow as soon as they start checkout.
Step 3:
By default, customers who match the trigger conditions will enter into the workflow as soon as they start checkout. (i.e., when the customer submits his/her email address on the checkout page or Add-to-cart / Exit intent popup).
So, it’s necessary to set up a wait condition before sending the customer to the next block in the workflow.
You can click on the ‘+’ icon and select the ‘Wait’ block from the available options to add a wait condition. Then, you can find the wait block settings on the right side.
Set up the time interval
Ideally, you can set the wait condition for 1 Hour and ‘Save’ it.
NOTE: If a customer completes the purchase within 1 Hour, the customer will immediately exit the workflow.
Step 4:
You can now add an email block to the workflow. So, the customers will start receiving the abandoned cart recovery email after 1 Hour since they started checkout.
A successful email workflow to recover abandoned carts should have at least 3 to 5 emails, sent at well-timed intervals. Each email in the sequence should focus on different aspects.
You can keep the order of the emails in this way,
  • Email 1 - Just a Reminder. What they left in the cart
  • Email 2 - Discounts - A motivation to come back. A percentage / flat discount code or free shipping offer
  • Email 3 - Brand Value with social proof - think of adding a testimonial/review
  • Email 4 - Product scarcity - Stock is moving fast
  • Email 5 - FOMO - Limited edition
You can mix and match the ordering of Emails 2 to 5. If not 5 emails, please make sure that you have at least 3 emails in the sequence.
Just click on the ‘+’ icon and select the ‘Send email’ block to add the 1st email block to the workflow.
You can customize the email subject line and preview text on the right side. To choose a preferred email template and customize it, please click on ‘Configure Email Content’.
Email configuration
Retainful’s easy-to-use ‘Drag and Drop’ editor will help you customize the email template as per your preference.
Step 5:
After customizing the email template, you can proceed to add a wait condition to set up the 2nd email in the workflow.
You can just click on the ‘+’ icon and select the ‘Wait’ block from the available options to add a wait condition. You can set the wait condition for 1 day before sending the 2nd email to the customer.
Then, you can click on the ‘+’ to add 2nd email block to the workflow. Like we mentioned above, you can send a discount coupon in the 2nd email to incentivize the customer.
You can customize the email subject line and preview text on the right side. To choose a preferred email template and customize it, please click on ‘Configure Email Content’.
In the 2nd email, we will be sending a discount coupon to the customers to incentivize them. The automation feature has the ability to add a dynamic coupon in the abandoned cart recovery email.
Adding dynamic coupon:
  • The coupon block can be found on the right-hand side under the Store elements block.
  • Drag the “Dynamic coupon” and drop the indicated block on your mail template's body.
  • Click on the shortcode {{retainful_dynamic_coupon}} on your email template.
  • On the right-side panel, you will see the coupon settings.
  • Click on the "Create a new coupon rule" to create a discount (A dynamic coupon code will be generated for each abandoned cart)
  • Make sure to click on the “Save” button.
Adding a dynmic coupon in the email
For WooCommerce: If you would like to set up a static / legacy coupon in the email template, you can do it by following the steps mentioned here.
Once when you’re done with customizing the email template, you click ‘Save’ the template and head back to the workflow set up.
Step 6:
Now, you can add a wait condition for 2 days before the 3rd email.
By following the same steps, you can add up to 3 to 5 emails in the workflow.
Step 7:
After creating the abandoned cart recovery workflow you can just click on the ‘Start Workflow’ button on the top right to activate it.
Activating workflow
You can see the performance of the workflow by clicking on the ‘View Analytics’ button.
Last modified 19d ago
Copy link