Set up the Storefront Abandoned Cart marketing automation campaign

Last updated Wednesday, August 1, 2018 in Sitecore Experience Commerce for Administrator, Developer

From version 9.0.2, Commerce Connect contains a default Storefront Abandoned Cart marketing automation campaign, which helps you track abandoned shopping carts and follow up on them.

abandoned cart automation plan.png

When a new contact arrives at the storefront and a new cart is created, the contact is enrolled in the Storefront Abandoned Cart marketing automation campaign.

By default, the campaign works as follows:

  • If the cart is not manipulated during a default 2-hour period, the system then checks whether the cart is empty, and whether an email address is known for the contact.
  • If the cart is empty or an email address is not known, the contact is removed from the campaign.
  • If the cart is not empty and the email address is known, the automation campaign sends an email message to the contact reminding them that they have abandoned their cart. The intention is to get the contact to return and place an order. After the automation campaign sends the email message, it removes the contact from the campaign.

Note

When you deploy the SXA Storefront solution, the Storefront Abandoned Cart automation campaign is disabled. To improve general performance, the page events are not configured as live events by default. In order for the custom listener to detect cart activity, you must configure the page events used by the campaign as live events and then deploy marketing definitions. Then you can set up an email campaign and activate the automation campaign.

Set up the Storefront Abandoned Cart automation campaign as follows:

  1. To turn the page events used by the automation campaign into live events, in the Content Editor, navigate to Sitecore/system/Settings/Analytics/Page Events/CommerceConnect/Cart, and select the IsLiveEvent check box for each of the following events: Lines Added To Cart, Lines Removed From Cart and Lines Updated on Cart.

    Picture 1

    After enabling the page events in the Content Editor, you must deploy marketing definitions from the control panel.

  2. To deploy marketing definitions, in the Control Panel, in the Analytics section, click Deploy marketing definitions.

    Picture 2

  3. Create an automated email campaign in the Email Experience Manager. You can personalize the email message by inserting tokens for the contact’s name and similar information.
  4. Assign the email campaign to the Send email action in the marketing automation campaign.
  5. To activate your campaign, click Actions Picture 3, and in the drop-down menu click Activate.

Note

In Commerce Connect 9.0.2, you cannot include information about the content of the cart in the email message due to limitations in the integration of Email Experience Manager with Marketing Automation.

Send feedback about the documentation to docsite@sitecore.net.