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Set up Reclaim for Add to Cart in Listrak
Set up Reclaim for Add to Cart in Listrak
Updated over 3 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 in Listrak's Conductor or Journeys.

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 have the most recent version of our script on your website and the Listrak for Reclaim integration (Conductor and/or Journeys). 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.

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">
  var item_classnames = document.getElementsByClassName("AddToCart");
  for (var i = 0; i < item_classnames.length; i++) {
    item_classnames[i].addEventListener('click', function () {
      geq.addToCart(item);
    });
  }
</script>

What you need

1. To set up the Listrak for Reclaim integration, you will need your Client ID and Client Secret for Email API for Conductor and both your Email and Cross Channel APIs for Journeys. In Listrak, go to Integrations > Integrations Management > New Integration.

2. Choose Email API.

3. Click Setup. Name the Integration at the top. Check the boxes for List, Contact, Segmentation, Message, and Event under Access Levels.

You'll need to whitelist our IPs, which are subject to change at any time without notice. Please contact support at support[at]retention[dot]com for an updated list. Click Save > Apply.

4. Copy your Email API Client ID and Client Secret. This is all you need for Conductor. If you're using Journeys, continue with the steps to create your Cross Channel API.

5. For Journeys, go back to Integrations > Integrations Management > New Integration. Choose Cross Channel API.

6. Click Setup. Name the Integration at the top.

You'll need to whitelist our IPs, which are subject to change at any time without notice. Please contact support at support[at]retention[dot]com for an updated list. Click Save > Apply.

7. Then, copy your Cross Channel API Client ID and Client Secret.

Note: You must also have a list set up in Listrak before setting up the integration.

Set up integration

1. Go to Integrations > Available Integrations and select either Listrak (Reclaim with Conductor) or Listrak (For Reclaim with Journeys).

2. For Conductor, enter your Email API Client ID and Client Secret, and click Connect.

For Journeys, add the Client ID and Client Secret (for Email API and for Cross Channel API).

3. Choose Yes to upload collected contacts, and click Next.

4. Enable the integration and then click Finish. Remember: Once you enable the integration, your collection sync settings will apply and begin.

5. Once the integration is complete, you will see the integration date, API details, Contact Suppression, and Contact Sync. You can also Disable/Enable and Remove the integration from this page at the top.

6. Click the edit icon next to Contact Sync, and toggle to Yes. Choose a list from the drop-down menu. If using the integration for Reclaim events, leave the Event ID box blank. Click Finish Setup. Note: The integration cannot be enabled until a list is selected.

Next, follow the steps for either Conductor or Journey Hub (depending on which tool you use in Listrak).

Conductor

Note: If you don't have an existing Add to Cart/Abandoned Cart email, you will need to create one to use for your Add to Cart Reclaim events.

1. Ask your client success manager to send a test event. To ensure the events were properly received, go to Automation > External Events and look for Add to Cart Reclaim.

2. Then, go to Automation > Conversations and click New Conversation.

3. Select New Trigger.

4. Click the '+' next to Add to Cart Reclaim and then Update.

5. Click the + and then choose Wait Step.

6. Set the Wait Duration so that it's longer than your current flow's delay. For example, if your current Abandoned Cart flow has a 30-minute delay, set a 45-minute delay. Then, click Update.

7. Next, edit the Action Step.

8. Use this criteria, and click Update.

Action Type > Set Checkbox > Set the Segment Field > [Name of existing Abandoned Cart flow]
Set the checkbox to > [Check the box]

9. Click the + next to Action Step, and click Go to Step.

10. Go to Segment Filter. Select Contact Behavior > Purchase History > Contact Has Purchased. Under Additional Options, use this criteria, and click Update.

Order Date > Is After > 15 Days Before Today (Adjust the days to best fit how often your store receives orders)

That will show the segment filter criteria.

11. Click the + next to the step you just created, and choose Message Step. Select/Create the Add to Cart email message you want this flow to receive, and click Update.

12. Once you're finished setting up the flow, click Publish.

Journey Hub

If you don't have an existing Add to Cart/Abandoned Cart email, you will need to create one to use for your Add to Cart Reclaim events.

Configure events

You must add the event properties in Listrak that you want to send so they can be used in your Journeys.

1. Go to Automation > Custom Events > New Custom Event.

2. Name the custom event Add to Cart Reclaim. Click Add Property, and add the below Properties Name and corresponding Data Type. These specific properties are all required to allow for dynamic email content to be added in to the emails in each Journey. Please note, that the Property Name is case and space-sensitive so the entered names must match the below table.

Property Name

Data Type

url

String

image_url

String

processed_at

Date

name

String

product_id

Double

price

Double

currency

String

quantity

Double

item_category

String

variant_id

Double


3. Once you have added all ten custom event properties, click Create.

Set up automation

1. Go to Automation > Journeys.

2. Click to create New Journey:

3. Select a Custom Event Template and click Setup:

4. Name the Journey Retention.com Add to Cart Reclaim. For Choose Your Template, select Custom Event (Email Only) and Create Journey.

5. Click Custom Event and choose Add to Cart Reclaim from the drop-down list.

6. Keep the same Re-entry Rules you have set for your current Add to Cart/Abandoned Cart flow (ex. 7 days).

7. Set up the Entry Prevention Rules so that contacts Currently in journey > [existing Add to Cart journey] are excluded.

8. Update the Wait time in the flow to be longer than the current delay. For example, if your existing Add to Cart flow has a 30-minute wait time, you could change this flow to have a 45-minute wait.

9. Update the email in the flow. Name it Reclaim, and then click Select a Message.

10. Select a Message Source (Conductor or Saved Message). Then, select the list it's from and the message from the drop-down lists. Click Select.

11. Click Edit Message to edit the contents of the email you have copied over.

12. And then scroll to the bottom of the page and click Edit Design.

13. If you have used a Saved Message, you will want to click into the template location where you have your dynamic product info. If you have started from scratch you will need to add an element for structure and then add content of at least one textbox and one imagebox.

14. Click into the text box with your product details and click Personalization. This opens the existing custom event properties, all the custom event properties we made via the Custom Event are at the top of this list.

15. Click on the imagebox, and to the right click on the blue text Image Source.

16. In the popup enter the Image URL dynamic custom event property name ( ex. [[Journey:Custom.image_url Default='']] ).

17. Make sure you include an Exit Event in your Journey with Purchase as the selected event. This allows a contact to be removed from any step of the Journey if a new purchase is tracked from that contact after they have entered.

18. Once you're finished, click Activate.

View Add to Cart events

Once everything is properly set up, you can see these events successfully passing through in your Retention.com account. Go to Event Details > Added to cart. 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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