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== Step-by-Step Instructions == To successfully create an abandoned cart automation, follow these detailed steps: === Create a New Automation === 1. Click on '''Create an automation'''. 2. A modal window will appear; select the '''Start from Scratch''' option and click on '''Continue'''. 3. You will be redirected to the automation builder page. 4. Click the '''Add a start trigger''' action located near the top. 5. The '''Select a Trigger''' modal will open. From the left menu, click on the '''E-commerce''' tab and then select the '''Abandons cart''' option. === Configure the Abandons Cart Trigger === Now, you need to configure the Abandons Cart trigger with the necessary parameters: - In the '''Integration''' dropdown, select your preferred e-commerce store or choose '''Any'''. - In the '''Select product''' dropdown, decide on the criteria for products: "Any product," "Product name contains," or "Product name matches." If applicable, input the product name. - In the '''Select category''' dropdown, define the criteria for the product category: "Any category," "Category name contains," or "Category name matches." Similarly, specify the category name when required. - In the '''Cart value''' dropdown, determine the cart value criteria: "Any value," "Value equals," "Value is more than," or "Value is less than." If selecting the latter options, enter the numeric value without a currency sign. - Specify whether the trigger should run once or multiple times. If you wish to narrow down the contacts further, you can create a segment under '''Advanced''' by selecting the checkbox to segment the contacts entering this automation. 6. Once you have configured all options, click on the '''Save''' button. === Add the Send an Email Action === With the trigger set, you'll want to define the action for the contacts entering your automation. Adding an email is a crucial next step: 1. Click the node (+) under the start trigger. 2. Click the '''Sending''' tab and select the '''Send an email''' option from the modal window. 3. Choose between '''Create a new email''' (where you can utilize AI or templates) or '''Start from an existing email''' (to base the new email on a previously created campaign). 4. You will then navigate to the campaign templates page. Select the preferred email designer by choosing from the dropdown menu. 5. Hover over your chosen template and click the '''Select''' button that appears. 6. A modal will pop up with details of your email. Configure the message name, subject line, preheader text, and sender information. Additionally, adjust the tracking options ('''Open/Read Tracking''', '''Link Tracking''', '''Reply Tracking''', '''Google Analytics Tracking'''). Click '''Done''' when finished. === Customize Your Abandoned Cart Email === In the email designer, you will use the '''Abandoned Cart''' content block to create a personalized experience: 1. Drag the '''Abandoned cart''' content block to your layout. 2. The '''Abandoned Cart Builder''' modal will open. Utilize the '''Customize''', '''Preview''', and '''Settings''' tabs to configure the content block. 3. Click '''Okay''' in the modal to return to the email designer. 4. Click '''Next''' to view the Campaign Summary page. 5. Save the email and choose to send it immediately or use the '''Predictive Sending''' feature. 6. Add more actions to your automation as necessary, and to activate your automation, click '''Active'''.
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