How do I use the Abandoned Cart Saver?

Shift4Shop's Abandoned Cart Saver allows you to create and manage email campaigns that will be sent to shoppers with uncompleted orders; in an effort to entice them to complete their purchase(s).

To enable it, follow these steps:

1. Log into your Shift4Shop Online Store Manager
2. Using the left hand navigation, go to Modules
3. Locate the "Abandoned Cart Saver" module and click on it to expand it.

You will see a small section labeled "Manage Abandoned Cart Emails" and a link that reads "Change Settings"

4. Click on the "Change Settings" link

If this is your first time setting up the Abandoned Cart Saver, you will not have any emails yet created. Therefore, you will see a message on the page with a button to create your first email.

Creating your campaign emails

5. Click on the "+Create First Email" button

After clicking this button, you will be taken to the page where you will create your first Abandoned Cart Saver email. You will see the following fields:

• Name:
  This is used to label the individual email message for your own reference.
  For example, "after 12-hours" or whatever you'd like to use.
• From:
  This field will display as the email's "From" address. If left blank, the email will appear as coming "from" the Merchant email specified in your store's Merchant Information panel (Settings >General >Store Settings ). If filled in, this field MUST contain a properly formatted email address (something@yourdomain.com) or the message will not send out.

• Reply to:
  This field will control which email address the message will be sent to if the recipient replies to the message. For example, you may want to have the message appear as coming "From" [email protected], but if the recipient replies to the message, you want it to be addressed to [email protected]. If left blank, the reply to action of the email will favor the email in the previous "From" field. Also, if filled in, you must specify a properly formatted email address for this field to function correctly. ([email protected])
• BCC to:
  This field will blind carbon copy the message to any email address you specify. This can be useful if you'd like for the email to automatically forward to a third recipient within your organization. For example, you may want a copy of order emails going to [email protected]. Since this field is a blind carbon copy, recipients will not see this email address at all.
• Subject
  Here you will enter the subject line that will be used by the email
• Type
  Select whether the email will be text, HTML, or both
  Note that if you select the Text/HTML option, you will need to create each version of the email.

Email Message

Below the individual settings of the email, you will see areas where you can draft your message. Depending on the selection of the message Type (described above).

The email itself is a simple message that will be sent to shoppers who have logged into your store, but have uncompleted orders. You may create as many emails as you'd like and - after creating the email(s) - you can configure the intervals at which they're sent.

Using pre-built templates

If you'd prefer, you can also use one the pre-built email templates for your campaign emails.

Look above the name field, and you will see a link towards the top right labeled "Use Template." Clicking this link will let you select a pre-built template email that can be edited to your specific needs. (Remember to edit both the Text and HTML versions when applicable!)

After creating your Abandoned Cart emails, be sure to enable them by clicking on the ""Click here to enable" link located at the top of the page.

Setting your email intervals

After you've created and enabled your Cart Saver emails, you will be then need to set their interval sequence to determine the frequency at which they are delivered.

1. Log into your Shift4Shop Online Store Manager
2. Using the left hand navigation, go to Modules
3. Locate the "Abandoned Cart Saver" module and click on it to expand it.

You will see a small section labeled "Manage Abandoned Cart Emails" and a link that reads "Change Settings"

4. Click on the "Change Settings" link

You will now see a list of your created emails. At the far right of each listing, you will see a drop down menu labeled "Sequence." Within this list, you will have various time frames to set for the frequency.

5. Set the sequence time frame for each of your enabled email messages.
6. Click "Save at the top right to set your changes.

The message sequence time frames will range from 1 to 23 hours or 1 to 7 days. The campaign messages will send out after the selected amount of time elapses after the cart is abandoned.

In other words, let's say you have a campaign of 3 abandoned cart saver emails set up. Message 1 is set for 4 hours, message 2 is set for 1 day and message 3 is set for 5 days. If the shopper abandons cart, they will get their first email 4 hours later. If they complete their order based on the first message, they will no longer receive subsequent notifications. However, if they do not complete their order, they'll get the second message, and so on until they complete their order.

Reporting

The Abandoned Cart Saver module will also provide reporting of the module's performance to let you know how effective your recovery campaigns are. To see your reports:

1. Log into your Shift4Shop Online Store Manager
2. Using the left hand navigation, go to Modules
3. Locate the "Abandoned Cart Saver" module and click on it to expand it.

You will see a small section labeled "Manage Abandoned Cart Emails" and a link that reads "Change Settings"

4. Click on the "Change Settings" link
5. Look to the top right of the page and click on the "View Report" button

The report will show you a report based on the number of carts abandoned, the number of abandoned cart saver emails sent and the number of recovered orders for your specified time frame. You will also be given a monetary indication of recovered order amounts.

To set a date range for the report, select either a pre-defined preset at the top left of the page, or otherwise manually enter date ranges for your reporting.