Workflow Abandoned Cart Template

July 30, 2024•2 min read

If a lead abandons their cart and does not make a purchase, you may want to set up a Workflow to automate some actions, from a follow-up email to a reminder call or anything else that makes sense for your particular use case. Follow these steps to create and use Workflows for an Abandoned Cart sequence.

Part 1: Setting up the Workflow for the Abandoned Cart

Step 1: Setting up the Workflow Trigger

Navigate to Workflows and Create a New Workflow
Select “Order Form Submission” as your Workflow trigger
For filters, select your funnel/website and set your submission type as “Optin.”
- NOTE: if you don’t specify a funnel/website, then the trigger action will apply for all Order Form Submissions.

Save the trigger to add it to your Workflow.

Step 2: Setting Up a Wait Step

Set up a wait step to allow users some time to purchase and to know if they abandoned their cart.

Save the action.

Step 3: Setting Up an Abandoned Cart Contact Tag

Add another Step and select “Add contact Tag.”
Type in “Abandoned Cart” to add a tag that signifies that the user abandoned their cart, and click save to add this action.

Step 4: Add a method to follow up.

Add the actions you need to follow up with your user

Save the workflow

Part 2: Create a Second Workflow to Remove Abandoned Cart Labels When A Purchase Is Made

Step 1: Create a Second Workflow

Select “Order Form Submission” as your Workflow trigger
Set your filters to select your website/funnel and your submission type as “Sale,” then Save.

Step 2: Remove the Abandoned tag filter and remove the lead from the first Workflow.

Add another Step.
Select “Remove Contact Tag” and Choose the “abandoned cart” tag you created in Part 1.

Add another step. Select “Remove from Workflow.”
Select “Another Workflow”.
Select the name of the first Workflow you created in Part 1.

Save your changes to the action.
Save and publish both Workflows.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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