How to Set Up a Campaign and Trigger for Abandoned Cart Follow Up

Important Note About Campaigns & Triggers

Abandoned cart sequences automatically follow up with customers who begin checkout but don’t complete payment. This guide walks you through creating a legacy campaign and two supporting triggers: one to add contacts to the follow-up campaign, and one to remove them after purchase.

Step 1: Create the Abandoned Cart Follow-Up Campaign

Start by creating the campaign that will send your abandoned cart messages.

• Navigate to Marketing → Campaigns.
• Create a campaign named something like Abandoned Cart Follow-Up.
• Add one or more events (Email, SMS, Calls, etc.).
• Include a link back to your order page (example: “Did you forget something?” or “Complete your order”).
• Add a delay before your first message (commonly 30 minutes, but you can adjust).
• Save and publish the campaign.

Step 2: Create a Trigger to Add Contacts to the Abandoned Cart Campaign

This trigger adds customers to the abandoned cart campaign when they complete step one of a two-step order form but do not finish the payment step.

Step 3: Create a Trigger to Remove Contacts After Purchase

Once a customer completes their purchase, you’ll want to remove them from the abandoned cart follow-up messages.

Why Use Abandoned Cart Automations?

• Recover lost sales and increase revenue.
• Re-engage customers who showed buying intent.
• Send timely, relevant follow-ups.
• Automate reminders so prospects don’t get forgotten.