Part 1: Setting up the Workflow for the Abandoned Cart
Step 1: Setting up the Workflow Trigger
Navigate to Workflows and Create a New Workflow
Select “Order Form Submission” as your Workflow trigger
For filters, select your funnel/website and set your submission type as “Optin.”
NOTE: if you don’t specify a funnel/website, then the trigger action will apply for all Order Form Submissions.
Save the trigger to add it to your Workflow.
Step 2: Setting Up a Wait Step
Set up a wait step to allow users some time to purchase and to know if they abandoned their cart.
Save the action.
Step 3: Setting Up an Abandoned Cart Contact Tag
Add another Step and select “Add contact Tag.”
Type in “Abandoned Cart” to add a tag that signifies that the user abandoned their cart, and click save to add this action.
Step 4: Add a method to follow up.
Add the actions you need to follow up with your user
Save the workflow
Part 2: Create a Second Workflow to Remove Abandoned Cart Labels When A Purchase Is Made
Step 1: Create a Second Workflow
Select “Order Form Submission” as your Workflow trigger
Set your filters to select your website/funnel and your submission type as “Sale,” then Save.
Step 2: Remove the Abandoned tag filter and remove the lead from the first Workflow.
Add another Step.
Select “Remove Contact Tag” and Choose the “abandoned cart” tag you created in Part 1.
Add another step. Select “Remove from Workflow.”
Select “Another Workflow”.
Select the name of the first Workflow you created in Part 1.
Save your changes to the action.
Save and publish both Workflows.