Setting Up WooCommerce Abandoned Cart Recovery

Accessing Abandoned Cart Recovery Dashboard

Cart Recovery Statistics

Upon activating the plugin, navigate to the ‘Cart Recovery‘ section within your WordPress admin panel. Here, you’ll find detailed Abandoned Cart Recovery Dashboards that provide essential insights into your abandoned carts, recovered carts, and the emails that have been sent.

1. Dashboard

In this section, you can access comprehensive statistics regarding both abandoned and recovered carts. The dashboard provides the following key metrics:

  • Abandoned Carts Amount
  • Abondant Carts Quantity
  • Total Abandoned Carts and Orders Amount Report
    • Total Amount
    • Abandoned Cart
    • Pending Orders 
  • Total Recovered Carts and Orders Amount Report
    • Total Amount 
    • Amount of Recovered Carts 
    • Amount of Recovered Orders
  • Total Abandoned Carts Quantity
    • Total Abandoned Carts and Orders Quantity 
    • Abandoned Carts Quantity 
    • Pending Orders Quantity 
  • Recovered Cart and Orders
    • Total Recovered Carts and Orders
    • Recovered Carts
    • Recovered Orders 
  • Emails Report
    • Total Emails Sent 
    • Emails for Abandoned Cart
    • Emails for Pending Orders

2. Abandoned Carts

This dashboard provides detailed information about your WooCommerce Abandoned Carts, including:

  • Customer Name
  • Email Address
  • Cart Status
  • Cart Subtotal
  • Sent Emails
  • Last Updated

3. Pending Orders

In this section, you’ll find insights into your Pending Orders:

  • Customer Name
  • Billing Email
  • Order Status
  • Order Subtotal
  • Order Total
  • Sent Emails
  • Send Email
  • Order Date

4. Recovered Carts

The Recovered Carts tab lists carts that have been successfully recovered after sending emails for abandoned and pending carts. It includes:

  • Customer Name
  • Email Address
  • Cart Status
  • Cart Subtotal
  • Sent Emails
  • Last Updated

5. Email Logs

Discover comprehensive information and details regarding the emails you’ve both sent and received within this section, including:

  • Customer Name
  • Email Address
  • Email Type
  • Subtotal
  • Last Updated

Managing Email Templates

Go to WP Admin Panel > Cart Recovery > Automatic Emails to handle your email templates. Once you’re on this page, you can easily create, modify, or remove email templates. 

Screen Options you get to configure here are:

  • Columns: Checkmark the columns you want to see in the dashboard. The options to choose from include:
    • Active
    • Email Type
    • Email Subject
    • Automatic Time
    • Coupons Value
    • Coupons Type
    • Date
  • Pagination: Set the number of items you want to see per page. The default value is set to “20”
  • View Mode: Choose from two options
    • Compact View
    • Extended View 

Adding A New Email Template

1. Title: 

Add a title for the new email template 

2. Email Text: 

Personalize the email text to send to customers after cart abandonment 

3. Email Settings:

  • Active: Activate/Deactivate Email Template
  • Email Type: Select Email Type
    • Abandoned Cart
    • Pending Cart
  • Email Subject: Customize the Subject of the Email (Note: For default subject, leave the box empty)
  • Email Heading: Set Email Heading (For default heading, leave empty)
  • Automatically Send: A checkbox to enable or disable automatic delivery of email
  • Send After x seconds, minutes, hours, or days: Insert the time after which you want to send automatic emails to your customer. This time will be calculated after the cart is considered abandoned, not the time when the cart is created

Note: Email Sending Time = Time After Which the Cart is Considered Abandoned + The Above Time

  • Enable Email Template for User Roles: Select User Roles for Email Templates
    • Administrator 
    • Editor
    • Author
    • Contributor
    • Subscriber
    • Customer
    • Shop Manager
    • Wholesale
    • B2B
    • Retailer 
    • Guest

4. Products Settings: 

Select products and categories that, when present in the cart/order, no automatic email will be sent 

  • Exclude Products: Select products to exclude from the automatic email
  • Exclude Categories: Select categories to exclude from automatic email

5. Coupons Settings:

  • Enable Coupon: A checkbox to enable or disable coupon
  • Coupon Value: Set Fixed or percentage value for discount
  • Coupon Type: Select coupon type, i.e., Discount in fixed amount or percentage amount
    • Amount 
    • Percentage
  • Use Individually: Enable users use the coupon individually 
  • Coupon Validity: Enter coupon validity period in days 

6. Test Email Address: Email address to send a test email (Default Admin Email)

Cart Recovery Settings

This section allows you to configure general settings, including enabling/disabling abandoned cart functionality, defining abandonment time, and customizing button text.

1. General

  • Enable Abandoned Cart: A checkbox to enable/disable the entire abandoned cart plugin functionality
  • Consider as Abandoned Cart: Specify the time (in minutes, hours, or days) before a cart is considered abandoned (note: the default value is zero, and the system marks a cart abandoned after 1 hour)
  • Delete Abandoned Cart: Choose the time (in minutes or days) to automatically remove abandoned carts. Use zero for infinite
  • Cart Recovery Button Text: Customize the text for the ‘Recover cart’ button. By default, it is ‘Recover Cart’
  • Pay Order Button Text: Modify the text for the ‘Pay for Order’ button. By default, it’s ‘Pay for Order’

2. Pending Orders

Manage settings related to pending orders, such as enabling/disabling recovery and specifying order statuses for recovery.

  • Enable Recover Pending Orders: An option to enable/Disable recovery of pending orders
  • Pending Order Statuses: Select the order statuses for pending orders. You have eight options to choose from:
    • Pending Payment
    • Processing
    • On Hold
    • Completed
    • Cancelled
    • Refunded 
    • Failed 
    • Draft 

3. Users Settings

Customize settings related to user roles and abandoned cart tracking for guest users.

  • Enable Recover Pending orders for user roles: Choose if you want to recover pending orders for specific user roles
  • Enable Abandoned Cart for Guest Users:
    • Never: Guest abandoned carts won’t be recorded, and no recovery emails will be sent.
    • Capture from checkout page: Capture carts during checkout after a user enters their billing email
    • Pre Capture without privacy text: This will enable a popup to pre-capture guest emails even before they go to the checkout page. If the user declines to share – the email will be captured from the checkout page
    • Pre Capture with privacy text: Use a pre-capture email popup with a privacy disclaimer. If the user declines to share – the email will be captured from the checkout page

On enabling Pre Capture with privacy text:

  • Popup Title: A title displayed on a pop-up modal for guest users
  • Privacy Policy for Guest Users: This text will be shown on a pop-up modal along with a checkbox to ask the guest users to save the data for the Abandoned cart recovery email

4. Coupon Settings:

Configure coupon settings, including prefix, automatic coupon deletion, and coupon expiration.

  • Coupons Prefix: Set a three-letter prefix for coupons 
  • Delete the coupons once used: Enable this option to automatically delete the coupons once used
  • Delete Coupons when Expired: Enable this option to automatically delete the coupons when expired 

5. Cron Job Settings

Schedule recovery emails efficiently using a cron job, with options for time types and scheduling intervals.

  • Cron Time Type: Choose the time type for scheduling the cron job
    • Seconds
    • Minutes
    • Hours
    • Days

Note: The default type is minutes

  • Cron Job Time: Set the time for scheduling the cron job. The default is 5 minutes

6. Clear Data 

Clear Abandoned Cart plugin Statistics

  • Clear Carts Stats: Mark this checkbox to reset Abandoned and Recovered cart statistics
  • Delete Carts: Permanently delete abandoned and recovered carts from your records
  • Clear orders Stats: This checkbox enables you to clear statistics related to pending and paid orders
  • Clear Emails Count: Restart the count of emails sent 
  • Clear Email Log: Enabling this checkbox will clear your email log

Click “Clear Data” to apply the changes.