The Abandoned Shopping Cart Notification functionality allows Association Staff to schedule Email(s) to individuals to remind them of their abandoned Shopping Carts. This Email will be sent to the Customer’s Primary Email address. The Baseline Correspondence Email will include the items left in the Shopping Cart.
To use the Abandoned Shopping Cart Notification functionality, you must complete the following setup:
- EnableEwebSavedShoppingCart system option must be set to true.
- Scheduled tasks and SMTP must be configured.
- NetForum includes the following baseline Correspondence Templates, which can be copied and modified as required.
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- Abandoned Shopping Cart Notification: This is the primary correspondence template that contains the body of the notification Email.
- Abandoned Shopping Cart Header: This contains the header information of the Abandoned Shopping Cart Notification template.
- Abandoned Shopping Cart Footer: This contains the footer information of the Abandoned Shopping Cart Notification template.
- The AbandonedShoppingCartNotificationTemplateKey system option holds the template key of the Abandoned Shopping Cart Notification that will be used to send Emails to the customers who have abandoned their shopping carts. If using a custom template, this system option must be set with a valid GUID of the correspondence template.
Scheduled Task
A new Abandoned Shopping Cart Notification Task has been added to identify abandoned shipping carts and send a notification email.
To schedule an Abandoned Shopping Cart Notification task, complete the following steps:
- Go to Admin module > Task Scheduler group item > Dashboard group item link. This will open Task Scheduler Dashboard.
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Click the Abandoned Cart Notification link on the Misc section.
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On the Add Abandoned Shopping Cart Notification Task form, complete the setup steps specific to this task.
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Enter a value (in terms of a maximum number of days) that you want the system to consider for sending an Abandoned Shopping Cart notification. For example: If you enter a value of 10 in the Maximum # Of Days field and schedule the task today, then any cart abandoned within the past 10 days will receive the Email.
The type of task being scheduled is listed in the Task Type field. This field is read-only and specific to the task you chose to schedule.
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Enter the date (MM/DD/YYYY) and time (HH:MM:SS AM/PM) in the Run Task Datetime field. The date and time values must be separated by a space.
Clicking the Now link will schedule this task to run as per the value set in the ScheduledTaskDefaultDelayMinutes system option from the current time. - If you would like to be notified regarding the status of your scheduled task, select an Email template from the Notify Template drop-down menu.
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Enter the Email address you wish the notification Email to be delivered to in the Notify E-Mail field.
If the user has an Email set on their profile, the Email listed on their profile will be pre-populated in this field.
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Set the conditions that will send a notification Email by selecting the appropriate Notify Conditions checkboxes. The conditions you have available are:
- On Start?
- On Success?
- On Failure?
- On Completion With Errors?
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The Recurrence field is a mandatory field. Select an option as required from the drop-down list.
Note that if you create a recurring task, customers may receive multiple emails depending on the value in the Maximum # of Days field. For example, if you have a task with Daily recurrence that has a Maximum # of Days equal to 10, then customers will receive up to 10 emails (if their cart remains abandoned).
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Once you have completed setting up your scheduled task, click the Save button. This will open the scheduled task profile. You can view the status and history of the scheduled task on the Task Scheduler profile.
Once the scheduled task executes successfully, all the individuals who have abandoned their Shopping Carts within the specified time frame will receive an Email with details like customer name, quantity, item, price and so on (as shown in the image).
You can also view the communication details of the correspondence logs on the Individual profile > Correspondence tab > Communications child form.