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Invite link with just checkout page and email is submitted after payment

Feature RequestsAdmin + Platform Customization

When I use the heartbeat invite link, I find many people submit their email and then do not go to the next step to actually check out. Would it be possible to have them select their plan first, then payment info and then the email address goes in? It just seems to make more sense this way and can help eliminate "abandoned cart" issues.

Posted by Adriana Bucci ·
3 comments

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Comments3

  • Nick Barba

    Team•

    Jun 5, 2023

    Hi Adriana Bucci! We ask for email first to allow you to track and retarget people that abandon their cart before payment. If we wait until right before payment, you may miss out on a lot of abandoned cart emails. Let me know if I'm understanding correctly :)

    • Adriana Bucci

      •

      Dec 26, 2023

      Nick Barba: Hi! It's such a manual process to retarget abandoned carts - is there any way this could be automated within heartbeat somehow?

    • Nick Barba

      Team•

      Jan 18, 2024

      Adriana Bucci: It sure can! You'll have to use Zapier (or a comparable platform) to do this. There will be a Heartbeat trigger for "abandoned invitation link". From there, you can automated emails that go to these prospects. Check it out here: https://zapier.com/apps/heartbeat/integrations