How to set up an abandoned browse automation

Overview

Give your contacts a nudge when they view products on your store, but don't make a purchase with an abandoned browse automation!

Read on to learn how to set up an abandoned browse automation.

Step One: Create an abandoned browse automation

Start your abandoned browse automation setup by creating an automation and selecting the Abandoned Product Viewed trigger:

1. Click the Automations icon

2. Click New Automation

3. Click Start From Scratch

4. Enter a name for your abandoned browse automation

5. Click Start

6. Click Add Trigger

7. In the lefthand sidebar, click your eCommerce integration’s tab (if using a custom integration, click the custom integration tab)

8. Click Abandoned Product Viewed (or, if using a custom integration, the name of your custom event)

Step Two: Configure abandoned browse trigger settings

When you select the Abandoned Product Viewed trigger, you’ll see its settings in the left-hand sidebar. These settings are the criteria contacts need to meet to be sent through the automation.

• Store - Select the store you’re creating an abandoned browse automation for

• Limit Per Contact - Not in the last, Once per day, or Do not trigger when already in automation are recommended for abandoned browse automations.

• Consider abandoned after - Select a time period of at least one hour. The 5 minute and 30 minute settings are intended for internal testing and may inundate contacts with messages if used in a live automation.

You can specify individual products that should trigger the automation by searching for and selecting products in the For Products section of the trigger settings. If you do not select any specific products, all products will trigger the automation.

Shopify, BigCommerce, and custom store users can apply a product tag of sl-exclude to products that should not trigger the automation. This process removes the product from Sendlane entirely. Read more about excluding products here.

Step Three: Filter out contacts who purchased after triggering the automation

Use end automation settings to pull contacts out of the abandoned checkout automation if they make a purchase.

End automation settings are accessed through the trigger and appear below the trigger's settings.

These settings will check for orders placed by the contact at any point after they've triggered the automation:

• Condition - Select Shopify or BigCommerce

• Store - Select the store you’re creating an abandoned cart automation for

• Resource - Order

• Order Status - Unfulfilled

• Filter - Order Date

• Operator - In the last

• Relative date range - The total length of time of your automation, determined by wait nodes (for example, if your automation includes an email node, a three day wait node, and another email node, your automation is three days long)

Learn more about end automation settings in 📄 How to configure end automation settings.

Step Four: Add abandoned browse automation content

Now that the logic for your abandoned browse automation is in place, you can add nodes for emails and SMS messages. For more information on optimizing your email and SMS nodes, check out our guide to automation nodes.

You can use the abandoned cart product block in email nodes to pull information about the browsed product.

We highly recommend placing a wait node between messages to prevent contacts from receiving too many messages too quickly.

Step Five: Test and activate your automation

You can test your abandoned browse automation with an email address that is opted in to your account and has been tracked by Beacon. To test your abandoned browse automation:

1. In your trigger's settings, set the "consider abandoned after" setting to 5 minutes

2. Activate your email nodes

3. Activate your automation

4. Log out of your Shopify store in all tabs

5. Visit your website

6. Click on a product page

7. Wait at least five minutes

8. Check your inbox to ensure you received the first email in your abandoned browse automation

If you successfully completed your automation, you're all set! If you didn't receive messages you expected to receive, or otherwise didn't experience your automation the way you want your contacts to, deactivate your automation while you troubleshoot.

Troubleshooting