Abandoned cart trend

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Custom Report Recipe: Abandoned Cart Trend

Introduction

The Abandoned Cart Trend report in ActiveCampaign is an essential tool that allows users to analyze product performance metrics with a specific focus on abandoned carts. Understanding these metrics is crucial for businesses aiming to enhance their sales strategies, re-engage customers, and boost conversions. By utilizing this custom report, users can gain insights into abandoned cart volume over time and filter their data according to various dimensions such as campaign, automation, and contacts.

How to Access This Feature

To access the custom reporting tool in ActiveCampaign, follow these steps:

1. Click on Reports in the left menu of your account.
2. Select Custom Reports from the options in the Reports menu.

Step-by-Step Instructions

Creating an Abandoned Cart Trend report involves a structured process of building the report using filters, dimensions, and measures.

Build the Report

To construct your report effectively, proceed as follows:

Create the Filters

You need to implement 6 filters according to the following steps, which are found in the eCommerce view:

1. Click on the eCommerce view.
2. Select Abandoned Cart Date.
3. A list of options will expand. Hover your mouse over the desired filter option and click the filter icon that appears. For this article, choose the Date filter.
4. Repeat the hovering and clicking process for the following filters:
   1. Automation Name
   2. Campaign Name
   3. Contact Email
   4. Product Name
   5. Store Name
5. Once you have added all the necessary filters, configure the operators and values for them. Click the dropdown for each to set an operator, then select the corresponding value option from the appearing list.

Create the Dimension

The dimension for this report is also located in the eCommerce view. To add this dimension, follow these steps:

1. Click on Abandoned Cart Date to see the options.
2. Select Date as your dimension.

Create the Measure

To set the measure for your report, complete the following instructions:

1. Scroll to the Measures section in the eCommerce view.
2. Click the Total Abandoned Orders option to include it in your report.

Run the Report

After adding your filters, dimension, and measure, you are ready to run your report. This is done in the Visualization section:

1. Click the Table chart icon.
2. Then, click the Run button, located at the top right of the report.

The system will retrieve and display the data on your report. Please be patient, as this may take a few moments.

Save and Share the Report

Once you have run the report, you can save it for future reference and share it with colleagues. To do this:

1. Click the gear icon at the top right of the report, next to the Run button.
2. Select Save as a Look.
3. Enter a title for the Look.
4. (Optional) Provide a description to give more context.
5. Finally, click Save & View Look.

Configuration Options and Settings

To effectively configure your Abandoned Cart Trend report, you will work with multiple options within the tool. The following terms are crucial during your configuration:

• Filters:

 * Abandoned Cart Date
 * Automation Name
 * Campaign Name
 * Contact Email
 * Product Name
 * Store Name

• Dimension:

 * Abandoned Cart Date

• Measure:

 * Total Abandoned Orders

These configuration options allow for a detailed analysis of the data pertaining to abandoned carts.

Best Practices and Tips

- Regularly monitor your Abandoned Cart Trend report to identify peak times for cart abandonment. - Use insights gathered from the report to create targeted campaigns aimed at re-engaging customers who have left items in their carts. - Ensure your filters are specific enough to yield actionable insights without being overly broad.

Common Use Cases

1. **Campaign Effectiveness**: Use the report to evaluate which marketing campaigns led to a high volume of abandoned carts, helping you understand what resonates with your customers.

2. **Product Performance**: By analyzing the product names associated with abandoned carts, you can gauge which items may require improved marketing strategies or further engagement.

3. **Customer Behavior Analysis**: Understanding the contexts of abandoned carts allows you to tailor follow-up emails or reminders based on customer behavior patterns.

Troubleshooting Section

If you experience issues while using the Abandoned Cart Trend report, consider the following:

• Ensure that all filters, dimensions, and measures are correctly added before running the report.
• Check that the right dates and values are selected for filters, as incorrect data can lead to misleading reports.
• If data retrieval is taking unusually long, try refreshing the page or checking for connectivity issues.

Related Features

- Custom report recipe - eCommerce reporting - Automation

FAQ

Q1: How can I filter by specific products in my report? A: You can filter by specific products using the Product Name filter that you add during the report creation process.

Q2: Can I save multiple views of the same report? A: Yes, you can save multiple versions of your report with different titles and descriptions, allowing you to track various campaign metrics.

Q3: What should I do if I don’t see any data in my report? A: Verify that the filters applied are correct and that you have data available for the selected date range.

Q4: Is the Abandoned Cart Trend available on all ActiveCampaign plans? A: This feature is included with the custom reports add-on, which is available for Plus, Professional, and Enterprise plans.

Q5: How often should I generate an Abandoned Cart Trend report? A: It is recommended to generate this report regularly, such as weekly or monthly, to stay informed of trends and adjust your strategies accordingly.

Q6: Can I share the report with team members? A: Yes, you can easily share your saved report by providing access or sending the report link to your colleagues.

Q7: Where can I find more information on using custom reports? A: You can learn more about custom reports in the Custom report recipe section of the ActiveCampaign documentation. ```