**This integration is specifically built to be used with our Reclaim product for SMS (not email). It does not work for our Grow product.**
This integration, in conjunction with our Checkout Started events, will pass a custom Checkout Started event tied to an email address to Postscript.
If that person has an opted-in email address and phone number, they will receive an abandoned cart SMS.
To use this feature, you must have 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 of our tutorials on how to add the script to your site, in case you need a refresher.
You must also add the Checkout Started script to your site, set up the Postscript integration, and create an automated Checkout Started automation in Postscript (steps for all below).
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.
On your website
On your website
Note: If you are using our custom Shopify Integration app, the Checkout Started script will be installed automatically.
Inside your site builder, add our Checkout Started script to fire when someone clicks to add an item to their cart:
CODE
Next, edit the snippet.
Generic code
CODE
Set up Postscript integration
1. You will need your API Key. In Postscript, go to the Settings and click API. Click Create Security Key Pair.
2. Click Yes to create the key pair.
3. Click to Show the Private Key, and then copy it.
4. From your Retention.com account, go to Integrations > Available Integrations, and choose Postscript.
5. Paste your API Key, and click Update Credentials.
6. Click Enable and then Finish. Once you enable the integration, your collection sync settings will apply and begin.
7. You will see the Integration Settings where you can Disable/Enable and Remove the integration. You can also view or change the API Details.
Create Checkout Started Reclaim Automation
Create Checkout Started Reclaim Automation
How to Set Up a Checkout Started Automation in Postscript
This guide will walk you through the process, including testing, configuration, and activation of a "Checkout Started" automation in Postscript. This journey is designed to re-engage customers who have started the checkout process but haven't completed their purchase.
Step 1: Request a Test Event
Contact your Client Success Manager to request a test event.
For PostScript users: A test event must be sent to an active email subscriber in your account. Please provide an email address to use (ideally, your own).
Step 2: Create Your Automation
You can create your automation in one of two ways:
Option A: Clone an existing "Checkout Started Abandonment" flow. Remember to give it a unique name, like "R! Checkout Started Reclaim."
Option B: Use a template:
Go to Messaging > Automations > Create Automation > Create Automation Flow.
Step 3: Use an Automation Template
Select Use an automation template, and click Continue.
Step 4: Select the Template
Choose the --template name-- template.
Click Create automation.
Step 5: Configure the Automation for Checkout Started Events
Now, you'll configure the flow to work with your Add to Cart events. Note that this will only function once an event has been sent.
Trigger Event or Property: Retention.com - Checkout_Started_Reclaim
Subscriber Filter: Currently in automation flow > Does not include > [Existing abandoned checkout automation]
Entry Filter: Subscribers can enter the flow once in the last 7-14 days (We recommend matching the timing of your original abandoned cart flow).
Cancellation Trigger: Order Created
Step 6: Add a Time Delay Message
Click and drag a Delay into the automation, and place it after the Automation Properties.
Set the time delay to be 5-15 minutes longer then your existing Checkout Abandoned Automation, ideally 30-45 minutes.
Step 7: Add a Message
Click Send Message.
Click Merge Tags to add properties from your test event.
Here you will be able to select Properties related to the specific products in the customers cart as well as general properties of their entire cart.
Example: If using the custom Shopify integration app, the merge tags will correspond to the Trigger Event Properties from the event you pass through.
Step 7: Save and Schedule
Click Save Changes.
Choose to Schedule or Activate the flow.
Step 8: Activate the Automation
Click Activate Automation Now to go live with your flow.
Your "Add to Cart" automation is now set up and ready to re-engage subscribers effectively!