When a customer starts the checkout process in your sales funnel but doesn’t complete their purchase, it’s considered an abandoned checkout. This can happen for many reasons, such as distractions, technical issues, or second thoughts.
Setting up an automated workflow in FEA Create allows you to follow up with these potential customers and encourage them to complete their orders.
With this automation, you can send reminder emails and potentially recover lost sales, all without needing to manually track abandoned checkouts. Follow the steps below to set it up for your sales funnels in FEA Create.
Step 1: Ensure Your Checkout is Set Up
Before setting up the automation, ensure you have a checkout page that uses the two-step checkout element. This allows FEA Create to capture a customer's email before they complete their purchase.
Additionally, make sure a purchase tag is automatically added in the sale workflow when someone successfully completes a purchase. This tag will be used to determine whether a customer has finished their order.
Step 2: Create a New Workflow
Go to Automations in the left-hand menu.
Click + Create Workflow.
Select Start from Scratch to create a blank workflow.
Step 3: Set the Trigger
Click Add New Trigger.
Choose Order Form Submission as the trigger.
Click + Add Filters and apply the following settings:
Funnel → Select your sales funnel.
Page is → Select your checkout page.
Submission Type → Select Optin.
Click Save Trigger.
This ensures that anyone who starts the checkout process but does not complete the payment will enter the workflow.
Step 4: Add a Wait Action
Click + to add an action.
Select Wait and set the delay to 10-15 minutes.
Click Save.
This delay gives customers enough time to complete their purchase on their own before they receive a reminder.
Step 5: Add a Condition to Check for Purchase
Click + and select If/Else Condition.
Set the condition to Contact Tags > Includes Purchase Tag.
This will create two branches:
Yes (Has Purchased) → No further action needed.
No (Has Not Purchased) → Continue with follow-up emails.
Click Save.
Step 6: Send a Follow-Up Email
In the No (Has Not Purchased) branch, click + and select Send Email.
Write an email reminding the customer to complete their purchase.
Include a link to their cart so they can easily return to checkout.
Click Save.
You can add additional follow-up emails at different intervals if needed, such as a second reminder after 24 hours.
Step 7: Publish Your Workflow
Click Save.
Toggle the Publish button to activate your workflow.
Your abandoned checkout workflow is now set up! This automated process will help remind potential customers to complete their purchase, increasing your chances of recovering lost sales.