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Cart Abandonment + Product Recommendations

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  • Updated

Cart Abandonment campaigns re-engage customers who leave items in their shopping cart without completing checkout. By sending timely, personalized reminders that feature the products they left behind and relevant recommendations, you can recover lost sales and boost conversions.

What You’ll Learn

In this guide, you’ll learn how to:

  • Set up real-time cart abandonment events in Optimove.

  • Create and manage real-time triggers to deliver abandonment reminders automatically.

  • Build a cart abandonment email template with personalization.

  • (Optional) Include personalized product recommendations to increase engagement.

Before You Begin

Prerequisites:

  • Access to Email by Optimove

  • Access to Optimove Personalize for product recommendations

Setup Process

Step 1: Configure Your Cart Abandonment Events

For events to be utilized by Optimove’s Track and Trigger, all events and event parameters must first be configured within Optimove.

Refer to this guide:
Configuring Events in Optimove

Step 2: Create and Manage Real-Time Triggers

Once you’ve created your cart abandonment event, explore the following resources to set up and manage real-time triggers for your campaigns:

Step 3: Build the Cart Abandonment Email Template

  1. In your Optimove instance, navigate to Email and create a new Triggered Email template.

  2. Build your email template as usual by pulling in text and graphics using the email template builder.

  3. Leave spaces for where you would like to include your abandoned cart items and product recommendations.

  4. When ready to add your activity data, open the Personalization menu and select the parameters to show.

Step 4: Include Product Recommendations in Your Template (Optional Step)

Optionally, in addition to the abandoned cart items, you can include Optimove Personalize recommendations to further personalize your campaign.

This requires two additional steps. If you only want to include the cart items, skip this section.

  1. Create a Placement

    1. In Optimove Personalize, go to Recommend → Placement Manager → New Placement.

      1. Placements are used to deliver product recommendations, configured to match your campaign strategy (e.g., recommend complementary or popular items).

      2. For more details on creating placements, see Recommendation Placements.

  2. Create a Smart Banner

    1. In Optimove Personalize, go to Smart Content → Widget Library → Visual Banner Editor.

      1. Smart Banners are used to design and embed recommendations into your email campaigns.

      2. Configure:

        1. Banner Name (unique)

        2. Select the placement created in the previous step

        3. CTA URL (fixed, templatized, or dynamic)

        4. Define the number of items and grid layout

        5. Dimensions (match to your email container for the best fit)

      3. Design your banner using the drag-and-drop editor and include merge tags to insert recommendation content.

      4. Preview and QA your banner (test with sample profiles before launching).

      5. Save the banner.

      6. To place the banner within your Email+ template, open the template, drag an Opti-X Banner block, and select the banner you created.

    2. For a full walkthrough, see:
      How to Build a Smart Banner Using the Visual Banner Editor

Screen Shot 2023-11-22 at 09.56.58.png

Now, simply choose from your existing Opti-X Smart Banners.

demo.png

Testing and Previewing

Before deploying your campaign, use the built-in tools in Optimail to preview your Cart Abandonment email as different customers. Use the instant preview option to verify layout and personalization, or send yourself a test email to see the final version live in your inbox.

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