🤖 🛒 Abandoned cart Automation Workflow
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Adrian Rodriguez
It would be great to run an automated workflow for abandoned cart situations (send personalized email sequence, DM, pop-up, notification, etc), in order to debate possible objections with videos, frequent asked questions, etc. through personalized email sequence, DM, pop-up or notifications.
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Nick Barba
complete
Follow up with leads that abandon invitation links using the new trigger in Heartbeat Workflows: On Sign Up Email Captured
This triggers when a potential member submits their email address on an invitation link. Once the member makes a purchase or joins the community, any actions that have not yet run will be cancelled.
Check out the new template using the trigger by going to Settings > Workflows > Create Workflow or start from scratch with your own campaign.
Right now, this trigger only fires for prospective members to your community.
Nick Barba
Merged in a post:
Abandoned onboarding Nurture
Jason Littrell
When people start to onboard but don't finish. A sequence that we can nurture them back in to finishing onboarding.
Nick Barba
While this isn't possible using Heartbeat Workflows, we do have a trigger for this on Zapier! You can check it out going to our Zapier integration page and finding the "Abandoned Invitation Link" trigger: https://zapier.com/apps/heartbeat/integrations
I'll keep this feature request up for an internal trigger :)
Adrian Rodriguez
Nick Barba Oh, awesome! Thanks, Nick!
Any chance Heartbeat can incorporate this as a workflow in the future, to avoid depending on third-party apps?
🤔 From what I'm testing this only works for people who abandoned their cart using a specific invitation link (i.e. leads that clicked a button on an email marketing campaign or social media link)
Is this also possible for people who abandoned the checkout process within the community? (i.e. clicking an upsell locked space)
I really appreciate any help you can provide!
Nick Barba
Adrian Rodriguez This is a great request, thanks so much for the context! I'll go ahead and pin this to give others more context around the feature request here :)
Nick Barba
Hi Jason! You can currently trigger a Zapier with an "Abandoned Invitation Link", which triggers 4-hours after someone enters information at an invitation link but doesn't complete the onboarding process. Is this the functionality you're looking for.
Here's a link to our Zapier page for reference: https://zapier.com/apps/heartbeat/integrations