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Workflow: Abandoned Cart – BizStackPro Help

BizStackPro Help Center · Workflows & Automation

Workflow: Abandoned Cart

Recover lost sales by automatically following up with people who don’t complete checkout. This workflow helps you identify abandoned carts and send timely reminders.

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Recovering Lost Sales Instead of Letting Interested Buyers Disappear

Many potential customers begin the checkout process but leave before completing payment. Without a follow-up system, those opportunities can disappear even after a prospect has shown strong buying intent.

BizStackPro abandoned cart workflows help businesses identify incomplete purchases and automatically trigger follow-up actions designed to bring customers back and complete their order.

Without abandoned cart automation, businesses may lose potential revenue, miss follow-up opportunities, rely on manual outreach, or struggle to track which contacts started but never finished checkout.

This guide explains how abandoned cart workflows work, how to identify incomplete checkouts, and how to build automated recovery systems inside BizStackPro.

Before building abandoned cart automation, it helps to understand how 2-step order forms, workflow triggers, wait steps, contact tagging, purchase tracking, and follow-up automation work together inside BizStackPro.

How Abandoned Cart Workflows Work

An abandoned cart occurs when a lead completes the first step of a 2-step order form but does not finish payment. BizStackPro can detect this behavior and automate follow-up actions.

Designed specifically for 2-step order forms
Uses order form submission activity to detect checkout drop-offs
Supports email, SMS, calls, tasks, and more

Important: Abandoned cart automation works when contact info is captured on step one (opt-in) and payment happens on step two (sale). One-step checkouts usually don’t create this “abandoned cart” window.

Part 1: Create the Abandoned Cart Workflow

Step 1: Define when the workflow starts

Create a new workflow.
Select the Order Form Submission trigger.
Select the funnel or website you want to monitor (optional).
Set the submission type to Optin.
Save the trigger.

If you don’t select a funnel or website, the workflow monitors order forms by default (based on what your account supports).

Step 2: Give contacts time to complete checkout

Add a delay so the system can determine whether the purchase was completed.

Add a Wait step after the trigger.
Choose a delay such as 30 minutes or 1 hour.
Save the step before continuing.

Step 3: Identify abandoned cart contacts

Add an action to label the contact.
Apply a tag such as Abandoned Cart.
Save the action.

This makes it easy to segment, track, and remove contacts later.

Step 4: Add follow-up actions

Build a follow-up sequence that fits your business.

Send reminder emails
Send SMS nudges
Create call or task reminders

Review your steps, then save and publish the workflow when ready.

Part 2: Stop Follow-Ups After a Purchase

Step 1: Detect successful purchases

Create a second workflow.
Select the Order Form Submission trigger.
Select the same funnel or website you used in Part 1.
Set the submission type to Sale.
Save the trigger.

Step 2: Clean up the contact record

Remove the Abandoned Cart tag.
Remove the contact from the abandoned cart workflow.

This prevents customers from receiving unnecessary reminders after they’ve already purchased.

Tip: If you run multiple abandoned cart workflows, make your tags specific (example: Abandoned Cart – Product A) so cleanup workflows remove the correct follow-ups.

Recover more revenue automatically

Turn incomplete checkouts into conversions with smart follow-up workflows built for 2-step order forms.

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Frequently Asked Questions

How do I set up a workflow trigger for abandoned carts?

Create a workflow using the Order Form Submission trigger and set the submission type to Optin for your selected funnel or website.

Why is a wait step required in an abandoned cart workflow?

A wait step allows time for the customer to complete their purchase so the system can determine whether the cart was abandoned.

How do I remove contacts from abandoned cart follow-ups after purchase?

Create a second workflow triggered by a Sale submission that removes the Abandoned Cart tag and removes the contact from the original workflow.

Does abandoned cart automation work with all order forms?

No. Abandoned cart workflows only work with 2-step order forms where the contact completes step one but does not finish payment in step two.

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Follow up the right way

Use a draft-first abandoned cart workflow, test it end-to-end, and automatically stop reminders when a purchase completes.

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Fewer lost sales. Cleaner automations.