Abandoned cart notifications can help you recover lost sales by automatically reminding customers to finish their purchases. This feature not only saves you time but also allows for personalized follow-ups that align with your brand’s voice. 

Before diving into the setup, it’s important to make sure you have an email template ready, as that’s what will be sent to your customers when they abandon their carts.

Check or Create Your Email Template

Before you can send any notifications, you’ll need an email template. If you’ve already created one, great! You can skip ahead to the next step. But if you haven’t, here’s how you can create or customize your template.

• Go to the Marketing Tab: In the left-hand navigation, click on Marketing.
• Select Emails: From the top menu, click on Emails.
• Create or Edit a Template: You’ll see the option to either create a new template by clicking +New or edit an existing one. If you’re creating a new one, give it a name that reflects its purpose, like "Abandoned Cart Follow-Up."

How to Create an Email Template

When you're ready to create a new email template in your CRM, the options under the + New button will help you get started. 

Customize Your Email

Once inside the email builder, you can customize your template by adding elements that match your brand’s style, such as your logo, product images, and custom messaging. 

You can also use Custom Values (located in the upper right corner) to personalize the email by automatically including customer-specific details, like their name or the items they left in their cart. This makes the email feel more direct and engaging.

Note: The custom values icon only appears when a text element is added to the email template.

Access Your CRM Settings

Now that your email template is ready, let’s set up the abandoned cart notifications. Head over to the Payments section in the left-hand menu. Once there, you’ll see a Settings option at the top Left side of the navigation menu. Click on it to access the notification settings.

Configuring Your Notifications

Within the Settings menu, navigate to the Notifications section. This is where you’ll configure when and how the abandoned cart emails are sent.

• Choose Your Template: You’ll need to select the email template you want to use from the dropdown. If you’ve just created a new one, it will appear here.
• Set the Timing: Decide how long after the cart is abandoned the email should be sent. You can adjust this by clicking the "+" or "-" buttons to increase or decrease the number of hours. Think about your customers’ habits when deciding the timing—too soon might feel pushy, while too late could miss the opportunity.

Once you’ve chosen your template and set the timing, click Save to ensure your changes are applied.

By following these steps, you can create effective and personalized abandoned cart emails that persuade your customers and encourage them to complete their purchases.

Troubleshooting & FAQs

We’ve covered the setup process, but here are a few common questions you might encounter:

Can I use my own email design for the abandoned cart notifications?
Absolutely! You’re not restricted to the default templates. Feel free to design your own email or modify the pre-made ones to reflect your brand’s aesthetic.

How soon after a cart is abandoned should I send the email?
You control this in the Notifications settings. Choose a time frame that aligns with your audience’s behavior. Some businesses find that sending an email within the first few hours is most effective, while others might wait a day or two.

What if the customer completes their purchase before the email is sent?
Don’t worry—the CRM is smart! It tracks cart activity in real-time, so if a customer completes their purchase, it will automatically cancel the abandoned cart email to avoid unnecessary reminders.