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Set up Reclaim for Add to Cart in Drip
Set up Reclaim for Add to Cart in Drip
Updated over 8 months ago

This feature can identify abandoned cart contents for both unknown, non-logged in users (Grow contacts) and known, non-logged in customers (emails in your Grow suppression list). If you use this feature, we will send all of those Add to Cart events to you.

NOTE: We must enable this feature for you. If you’ve not already spoken with someone on our team, please ensure you request that we enable this for you.

To use this feature, you must first ensure that you’re using the most recent version of our script on your website. You can find your script in your account under Code Script > View Script. Click here for a link to all our tutorials on how to add the script to your site, in case you need a refresher.

You also need a Drip integration set up. Click here for steps on how to set that up.

On your website

Note: If you're using our custom Shopify Integration app, the Add to Cart script will automatically be installed.

Inside of your site builder, add our Add to Cart script to fire when someone clicks to add an item to their cart:

geq.addToCart(item);

Next, edit the snippet.

Generic code for buttons defined by a button ID:

<script type="text/javascript">document.getElementById("AddToCart").addEventListener('click',function (){geq.addToCart(item)});</script>

Generic code for button defined by a class notation:

<script type="text/javascript">document.getElementsByClassName("AddToCart").addEventListener('click',function (){geq.addToCart(item)});</script>

Set up Add to Cart flows

1. Request a Test Event from your client success manager.

2. Go to Workflows in Drip, and click More Options > Duplicate the existing Abandoned Cart workflow.

3. Click Duplicate Workflow.

4. Name the workflow Add to Cart Reclaim. In the flow, click Trigger. Set this event trigger, and click Update Trigger.

Drip > Performed a custom event > Add to cart reclaim

5. Edit the Delay. If your existing Add to Cart flow delay is 30 minutes, for example, extend the delay to 45 minutes. Then, click Update Delay.

6. Click the Decision, and set these *filters. Then, click Update Decision.

Include people matching these filters
Purchase history > Person has > placed an order > at least once > in the last > 5 > days
AND
Automation Emails > Person > has received > [Existing Abandoned Cart email]

* Note: The number of days used in the flow criteria should be adjusted based on your business. For example, if daily purchases are common, you can use 1 or 2 days in the criteria. Or if repeat purchases happen once a month, 14 days might make more sense.

7. Yes contacts should Exit the flow, and No contacts should continue to your Add to Cart email campaign(s).

8. Toggle to On in the top-right corner so new contacts can enter the flow.

Setup Custom Fields for your Dynamic Email Content

⚠️ These steps are focused on creating custom fields that are assigned to a contact's profile within Drip. We are also setting these custom fields to populate with specific information from the data we are sending in a Reclaim event. This must be done in both Reclaim flows for dynamic email content to properly function.

After setting the trigger to Add to cart reclaim, scroll down to below the decision node in the Retention Reclaim workflow:

  1. Click the ‘+’ and add a new ACTION.

  2. Once the ACTION populates within the workflow, set the ACTION to:
    DRIP →Set a person’s profile or custom field value

  3. Within ‘Field’ we create our custom field, the below table is recommend values. If any are already being used add '_reclaim'.

True Value

Custom Field

Event Data

Product Name

product_name

{{ event.name }}

Product Price

product_price

{{ event.price }}

Product Image

product_image

{{ event.image_url }}

Product URL

product_url

{{ event.url }}

NOTE: You can create the custom fields directly in the workflow by typing within the Field text box or navigating to the left-hand menu and accessing "People" > "Custom Fields". This is where formal management of Custom Fields lives, if you create an incorrect field you can delete it from here.

Setup Dynamic Email Content

To include the custom event data in your dynamic email content, follow these steps:

  1. Click on the email step in your workflow and choose "Edit Email."

  2. If duplicating from a Shopify template, remove the default cart abandonment section as it is incompatible with the event data we are sending here.

  3. Insert a section. Within the section, you will need to add a Text Block, Image Block, and Button and can adjust the layout to your liking. Once created, you can save and re-use this content in other Reclaim emails.

    1. Text Block

      1. Within the Text block, we want to populate our relevant product data.

      2. To retrieve the Liquid Code of our custom fields, click on the {…} Personalize, here you can directly search using the names defined in the actions you created above to insert your liquid code.

    2. Image Block

      1. In the Image settings, set the source to the liquid code for our Product Image.

    3. Button

      1. We will not have an active cart link, so we will link our button to our Product URL.

      2. Set the text of the button to ‘Return to Product’, ‘Return to Cart’, or ‘Continue Shopping’.

Testing and Going Live

  1. Note that the preview function will not accurately display the dynamic variables from Liquid Code. Nor will test emails work to populate content.

  2. To test the configuration, activate the workflow and wait for a user to trigger the flow. Check the sent email to ensure the dynamic content is populated correctly.

View Add to Cart events

Once everything is properly set up, Add to Cart Reclaim events will appear in Drip.

1. Go to Analytics > Events.

2. Click the drop-down list, and choose Add to Cart Reclaim to view your events.

Additionally, you can see these events successfully passing through in your Retention.com account when you see the Added to cart option populate under Event Details. This is an easy way to confirm that our events have been successfully implemented.

Have questions? Message us on chat or email us at support[at]retention.com!

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