Workflow Trigger: Shopify Abandoned Checkout

Workflow Trigger: Shopify Abandoned Checkout

July 30, 20241 min read

In this article, you will learn how to integrate your Shopify store as well as set up the abandoned trigger and an example of how it can be used

  • Select the “Add New Workflow Trigger” button

  • This will pull up a list of selections of triggers on the right-hand side of the screen

  • Scroll down until you see the “Shopify” section

    • Select the “Abandoned Checkout” button

  • Please Note: this will only work if you have a Shopify account and it is integrated (To learn more about integrating your Shopify account please continue)

  • Navigate to Settings > Integrations

  • Click the “Connect” button

  • Please note that you can open the “Learn More” option (in red) this will give you step-by-step instructions on integrating your Shopify account

Note: You can review our ‘Shopify Integration’ article to detail the steps to integrate your Shopify account.

  • Now that you have integrated your Shopify account select the “Abandoned Checkout” button

  • This will pop up the trigger on the right side

  • Under the “Filters” tab you will have the option to customize the duration (minutes)

  • This will decide the amount of time before the automation gets triggered.

  • For Example: if the customer has not checked out their items for (30 Minutes) you have the option to send a reminder email to them

  • You can also add additional filters by clicking on the ‘Add Filters’ selecting the ‘Cart Value’ trigger and setting the filter 

  • Once you have selected the desired amount of time, on the bottom right click the blue“Save Action” button

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.

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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