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🤖 🛒 Abandoned cart Automation Workflow

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.

Status: Complete5 comments

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Comments5

  • Nick Barba changed status to Complete
    Team•

    Jul 17, 2024

    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

    Team•

    Apr 29, 2024

    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

      •

      Apr 29, 2024

      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

      Team•

      Apr 29, 2024

      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

    Team•

    May 23, 2023

    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