Add to Cart Segmentation
Danielle From BayEngage avatar
Written by Danielle From BayEngage
Updated over a week ago
  • Cart abandonment refers to the situation in e-commerce when a potential customer adds products to their online shopping cart but does not complete the purchase.

  • The add to cart segmentation will list all the potential buyers who abandoned their cart.

Note:

The prerequisite for using this functionality is to have “Page tracking” enabled at store level.

  • Currently the page tracking functionality is available only for Shopify and Salesforce Commerce Cloud eCommerce platforms.

Configure Add to cart in BayEngage:

  • Add to cart segmentation is available to setup in 3 places:

A) List & Segments option

Step 1: In the BayEngage app, click on the “Lists & Segments” option from the left hand side menu.

Step 2: Click the “Create Segment” option on the top right corner to create segmentation.

Step 3: In the “Include people based on” drop down section, click on the option “Add to cart” under the “Store Activities” menu.

Step 4: To drill down the specific types, click the “FILTER BY” and select the “Cart status” option.

Step 5: This Cart status filter has three options,

  1. Started: this option will filter customers who have added items/product to the cart

  2. Checkout Started: this option will filter customers who have started their checkout.

  3. Order Placed: this option will filter customers who have added items to the cart and completed their purchase.

B) User Filter/User Split:

You can also configure “add to cart” condition on the user filter of an automation flow.

  • In the Automation flow, you can configure the add to cart as a condition in the “USER FILTER”.

Step 1: BayEngage-> Automations-> Create Automations. Choose the desired automation.

Step 2: Click the “USER FILTER”

Step 3: You can configure the “Add to cart” segmentation here.

  • In the Automation flow, you can configure the add to cart condition in the “USER SPLIT” as well. Drag and drop the “User Split” into the automation flow

Step 4: Click the edit icon on the “User Split”

Step 5: Click the “Edit” option on the side bar to configure the add to cart segmentation.

Step 6: Click on the “Add to cart” option to configure the segment.

Visualizing the use case:

Visualizing the use case with numbers:

  • The target audience for the campaign are the customers who have added products to their cart in the last 1 month. There are 10,000 customers who have satisfied the above condition.

  • Out of the 10,000 users, 8,000 users have opened the email and they are qualified to enter into the User joins segment automation.

  • Out of 8,000 users, 5,500 have done any of this action (add to cart/checkout or placed order) within the 1 day time delay.

  • The 2,500 who have done no action will get disqualified from the automation based on the “add to cart” condition of the user filter.

  • Out of 5,500 users, 1,500 users have placed an order, so they get the “thank you” mail and exit the automation.

  • Remaining 4,000 users are queued in for a 1 day time delay.

  • 2,200 users place an order within that 1 day time delay and they get a “thank you” mail and exit automation.

  • Remaining 1,800 can still be targeted for further automation or we can close it there by sending a generic coupon as a last attempt to aim conversion.

This is just one example of the possibilities that our system is capable of capturing, and we are able to automate the user journey to ensure maximum conversions.

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