Sales and Checkout AutomationPurpose
1.2. Trigger automated, multi-channel messaging (SMS, email, WhatsApp, push notification) to remind, incentivize, or assist customers in finalizing checkout, drastically improving recovery rates.
1.3. Automate personalized follow-ups, such as offering discounts or alternative items, using customer and cart data.
1.4. Integrate and automate back-end CRM, loyalty, and inventory platforms to retain prospects, boosting sales and automating lost revenue recovery.
1.5. Maintain detailed logs for tracking, analytics, and A/B testing cart abandonment automation campaigns.
Trigger Conditions
2.2. Cart session expires or tab/browser closes with active cart.
2.3. Customer logs in, adds to cart, but no checkout event detected automatedly.
2.4. Payment page visited but no transaction confirmation event automated.
2.5. Specific high-value or promotional items remain in cart beyond set threshold.
Platform Variants
3.1. Twilio (SMS)
• Feature/Setting: Automated SMS Messaging; configure via Twilio Programmable SMS API endpoint.
• Example: POST /v1/Messages with cart abandonment template.
3.2. SendGrid (Email)
• Feature/Setting: Automated Transactional Email; use SendGrid Mail Send API v3.
• Example: POST /v3/mail/send with dynamic sections for cart links.
3.3. WhatsApp Business API
• Feature/Setting: Automated WhatsApp Messaging; send messages using /messages endpoint.
• Example: POST /v1/messages with pre-approved cart abandonment templates.
3.4. Firebase Cloud Messaging
• Feature/Setting: Automated Push Notification; configure via FCM send API.
• Example: POST /v1/projects/{project-id}/messages:send with user device tokens.
3.5. Klaviyo
• Feature/Setting: Automated Flow Triggers; use “Started Checkout” trigger and configure flow for “Abandoned Cart.”
• Example: Set up “Abandoned Cart” automation in Klaviyo's dashboard.
3.6. Mailchimp
• Feature/Setting: Customer Journey Workflow Automation; select “Abandoned Cart” automation journey.
• Example: Choose website audience, set delay timer, configure email content.
3.7. HubSpot
• Feature/Setting: Workflow Automation; use contact and ecommerce triggers for cart activity.
• Example: Automate via “Abandoned Cart” workflow and segment contacts.
3.8. Shopify Flow
• Feature/Setting: Automated Workflows; trigger “If checkout is abandoned” action.
• Example: Automatedly set email or SMS follow-up via Flow builder.
3.9. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder Automation; configure “Abandoned Cart” journey.
• Example: Set entry event as “Cart Abandon” and send emails/SMS.
3.10. ActiveCampaign
• Feature/Setting: Automate “Abandoned Cart” Email Automation; use ecommerce triggers.
• Example: Select “Abandoned Cart” in automation builder, send email reminders.
3.11. WebEngage
• Feature/Setting: Multi-channel Automation; use event “cart_abandon” and automate messages (email, SMS, push).
• Example: Rule-based automation to trigger messages to customers.
3.12. Omnisend
• Feature/Setting: Automation Workflow; pick “Cart Abandonment” and select channels.
• Example: Configure sequence with email/SMS/push automation steps.
3.13. Oracle Responsys
• Feature/Setting: Program Canvas Automation; trigger with “cart_abandonment” events.
• Example: Drag-drop “Send Email” or “Send SMS” automated actions.
3.14. Braze
• Feature/Setting: Automated Messaging Campaign; trigger campaigns from “Abandoned Cart” event.
• Example: Connect “cart_abandon” event to SMS/push/email campaign.
3.15. Intercom
• Feature/Setting: Automated Messaging; use events and triggers to send messages.
• Example: Send email/SMS with cart reclaim links when user triggers event.
3.16. Zapier
• Feature/Setting: Automate ecommerce event monitoring and subsequent messaging.
• Example: Trigger on “abandoned_cart” in ecommerce app, send via email/SMS action.
3.17. MoEngage
• Feature/Setting: Smart Trigger Campaigns; automate based on cart inaction.
• Example: Set up “Abandoned Cart” trigger, automatedly select push/email/SMS.
3.18. Segment
• Feature/Setting: Event Tracking/Audience Automation; route cart events to messaging platforms.
• Example: Identify “cart_abandon” event, automatically notify downstream systems.
3.19. Sendlane
• Feature/Setting: Automation Builder; use “Abandoned Checkout” automation.
• Example: Configure sequence to automate reminders through SMS and email.
3.20. Mailjet
• Feature/Setting: Automated Transactional Emails; use Templates API.
• Example: Set API call for “cart_abandonment” and deliver emails.
3.21. Facebook Messenger Platform
• Feature/Setting: Automated Messaging via Messenger Bots; configure quick follow-up flows.
• Example: Use Send API for message automation after cart abandonment.
Benefits
4.2. Automates customer engagement, boosting repeat buying, and increasing LTV.
4.3. Enables data-driven, automated A/B testing across multiple channels.
4.4. Reduces manual intervention—automator delivers personalized reminders, increasing conversion.
4.5. Integrates with analytics for real-time, automated performance monitoring and agile campaign optimization.