With the v8.18.0 of the Abandoned Cart Pro for WooCommerce plugin, you can now connect it to FluentCRM, which is a WordPress-based Customer Relationship Management (CRM) system that offers many useful features like contact management, list building, tagging, and automation.
This integration allows you to send information about abandoned shopping carts, along with the email addresses of customers who left items in their carts, directly to FluentCRM. Once this data is transferred, you can use FluentCRM’s capabilities to send reminder emails and other marketing campaigns to shoppers who haven’t completed their purchases.
Prerequisites
To make this integration happen, you will need the following:
- WooCommerce plugin
- v8.18.0 of Abandoned Cart Pro for WooCommerce plugin
- Free version of the FluentCRM plugin from the WordPress plugin library.
- FluentCRM PRO plugin. Login here and download the Pro version file. Upload it to your WordPress site.
1. Creating REST API
Firstly, you will have to create a REST API key. Go to FluentCRM > Settings > Managers > Add New Manager.
Add a manager from one of your existing users. Go for one who does not have admin access to your site- choosing a Customer role would be appropriate here. Enter the email address of the same. After entering, select the permissions check boxes and then click ‘Confirm’.
Now go to the REST API tab and click on the ‘Add New Key’ button as shown here:
You can add a name to your key. Let us go with the name ‘AC Pro’. Under Associate FluentCRM Manager, you will select the user email you had added earlier as a Manager. Once done, click on ‘Confirm’.
Your REST API Key will be created. Copy the API username and password and save them for later.
2. Creating a List
Next, you will have to create a List where all the contacts captured by the Abandoned Cart Pro will be sent. Go to Contacts > Lists.
Click on the ‘Create List’ button located in the top right-hand corner.
Give a Title to the List and click on ‘Confirm’.
3. Connecting FluentCRM with the Abandoned Cart Pro plugin
Now you need to connect FluentCRM with the Abandoned Cart Pro plugin. Go to WooCommerce > Abandoned Carts > Settings > Connectors:
Scroll down and find the FluentCRM option. Click on the ‘Connect’ button:
Enter the API Username and Password that you had collected earlier and click on ‘Next Step’:
You will get the option to select a default list where the contacts captured by the abandoned cart will be sent. Since we had created a list called Abandoned Cart for this, we’ll select it and click on ‘Save’.
Once you’ve connected successfully, it will display the following message:
When the integration is successful, you will get the options to Disconnect the integration, edit the previous Settings or Sync the data of the newer abandoned carts:
After connecting the integration, the custom contact fields will be added. These are the fields that you can use in the email that will be sent to your customers. You can find them by going to ‘FluentCRM’ > Settings > ‘Custom Contact Fields’.
Now, you need to create an automation to send emails.
*Note: It doesn’t matter whether the Abandoned Cart Pro plugin is connected to FluentCRM or not – The Abandoned Cart Pro plugin will continue to track abandoned cart users’ details every time. When connected with the FluentCRM, the tracked abandoned cart user details will be synced to the desired list in the CRM.
4. Creating an Automation
Let’s go to FluentCRM > Automations. Please click on the ‘Create a New Automation’ button once you reach there:
Choose a name for the ‘Internal Label’. We have gone with ‘AC Pro’. Then, click on ‘Tag Applied’ and ‘Continue’.
Under ‘Select Tags’ go with the ‘Created Cart’ tag. This would mean that the tag will get assigned to a contact, and then the contact will be auto-added to the automation.
After this, you can check the ‘Restart the Automation Multiple times for a contact for this event’ option. If you wish to restart the automation for the same contact, please enable it. Finally, click on the ‘Save settings’ button.
The automation will be created as shown below:
Next, click on the + icon to add the waiting period. Go to Actions > Wait X Days/Hours option:
Choose the time you want to wait till the next action takes place. Let’s go with 30 minutes and click on ‘Save Settings’. Ensure to keep a gap of at least 30 mins here.
The next step is to add ‘Conditionals’. The conditional check is important to add to ensure that the cart was still abandoned (after 30 mins of creation). If it remains abandoned, we will need to send them an email reminder. If it is no longer abandoned, then we would not have to send any reminders!
Moving on, you will have to choose ‘Has in Selected Lists’. This means that a contact added to a particular list will be the one that will receive the email from this workflow.
You will have to select the list that you saved in Woocommerce > Abandoned Carts > Connectors > FluentCRM settings. Click on ‘Save Settings’ once done.
The workflow will appear with 2 paths: ‘No’ and ‘Yes’ as such:
Click on ‘Add Action’ in the ‘No’ path and chose ‘End This Funnel Here’. We’re ending the funnel here because a contact that has not been added to the list will not be required to send anything.
Click on ‘Save settings’.
The workflow will appear like this and then we’ll go to ‘Add Action’ under the Yes pathway.
Choose the ‘Send Custom Email’ option. We’re selecting this option because we wish to send them a custom email that has the abandoned cart’s information in it. Since the email can be customized, we’ll be able to add different abandoned cart merge tags. It will also help us design the email however we want!
Now, you can draft the email. Enter the email subject, content, and other things. You can also use merge tags from the dropdown in the editor. For eg: {{contact.first_name}}
Additionally, you can add merge tags for custom tags that were created by the plugin, too. Some of them include:
{{contact.custom.wcap_abandoned_cart_html}}
{{contact.custom.wcap_checkouturl}}
Here’s how we have created our custom email for reference:
You can Send a Test Email for the same and then click on ‘Save Settings’.
As per your requirements, you can add in the next steps by clicking on the + icon in the workflow. For example, if you wish to send another reminder, you can add a wait time and the email. If not, you can end your workflow here. So, for this, after clicking the + icon, you will add an Action and choose ‘End This Funnel Here’.
Click on ‘Save Settings.’
Your workflow shall look like this:
It’s time to publish it. Enable the Status toggle to do so:
5. How will it work?
Now that your setup is complete, all the carts abandoned from your site will receive reminder emails that will be sent via FluentCRM.
Let’s say that a customer abandoned ‘Designer Scarf’ on your site. Before leaving the site, they, however, entered their email address and name which was captured by the Add to Cart Popup from the Abandoned Cart plugin on your site.
To see the information of this captured cart, go to FluentCRM > Contacts. The newly captured contact will be added here:
When you click on it, it will display all the other information captured as well. For example, since the customer entered their First and Last Name, both of these details have been added:
You can also find the contact status in the Automation by clicking on ‘Reports’.
You will get to view Chart Report as well as Individual Report:
According to the report, the email was sent to the customer. This means that after the wait time, the customer did not complete their order and that’s why further action took place based on the Automation setup.
The reminder email that the customer received looked like this:
In Summary
Utilizing this integration with FluentCRM, you can easily reach out to potential customers who showed interest in your products but didn’t finalize their orders. This can help you recover lost sales and increase your online store’s revenue by bringing back interested shoppers.