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Customers ordering online can often forget to complete an order due to various reasons such as being distracted during purchases completion, lack of motivation to complete the sale, and financial status. On average, over 70%  shopping carts are abandoned, losing potential sales and revenue. 


DEAR B2B allows the user to view carts that have been abandoned by customers, and using the Notifications feature, configure email reminders to encourage a customer to complete the abandoned cart sale, allowing the customer to complete the purchase in just a few clicks. 


NOTE: This feature is available for DEAR B2B only. Access to the Notifications feature requires adding the Automation subscription to your DEAR Inventory paid plan. See Adding Trials of the POS, B2B, API and Automation Modules to Paid Plans for more information.


Prerequisites


Table of Contents


Configure Abandon Cart settings

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The Abandon Cart setting must be 'enabled' in order for this functionality to be available. 

  1. In the DEAR web portal, navigate to Integrations → DEAR B2B → [select portal] → General
  2. Scroll down to Abandoned Cart Settings on B2B Portal and activate Enable Abandon Carts
  3. This will make the 'Time to consider cart as abandoned' setting visible. Select how many hours, days, weeks, or months is necessary for a cart to be considered abandoned. 
  4. Save your changes. You will now be able to access the Abandon Carts tab of the integration.



View Abandoned Carts

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The Abandoned Carts view shows which of your customers have abandoned carts. Access this tab by navigating to Integrations → DEAR B2B → [select portal] → Abandoned Carts


Abandoned carts can be filtered by date, and you can enter product name, cart total, customer name, and contact details into the search box to find abandoned carts. 


Use Refresh to reload the most recent data from your B2B portal and the Settings gear to enable/disable the visibility of the table columns of the table. The following table columns are available:

  • Abandoned Date + Time: This is calculated as the date/time the customer stopped shopping plus the time to consider the cart abandoned configured in your settings.
  • Quantity in Cart: Quantity of items in the cart. 
  • Cart total: Total value of all items in the cart.
  • Contact: Default customer/contact name. 
  • Email: Default contact email.


Clicking on the arrow next to an abandoned cart entry will expand the cart to see the detailed product, quantity, and price information for the order.


Export Abandoned Cart information

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Export Abandoned Cart information in CSV format from the Abandoned Carts tab, navigating to Integrations → DEAR B2B → [select portal] → Abandoned Carts and click Export. Each SKU in the cart will have a separate line in the CSV file. 


Notify contacts and customers of Abandoned Cart

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The DEAR Notifications feature is used to prompt contacts or customers to remind them about Abandoned Cart so that they can complete their shopping. You can find and configure the Abandoned Carts notification by navigating to Settings → Automation → Notifications → B2B


NOTE: This feature is available for DEAR B2B only. Access to the Notifications feature requires adding the Automation subscription to your DEAR Inventory paid plan. See Adding Trials of the POS, B2B, API and Automation Modules to Paid Plans for more information.



Click on the notification to configure it. 

  1. First, set the Abandoned Carts notification to Active
  2. Next, decide if you wish to send Internal and/or Emailnotifications, and enable/disable the appropriate toggle.
    • Internal notifications are delivered to all DEAR users in your company. These notifications are sent to the notifications centre on the top right corner of the screen.
    • Email notifications can be sent to customers and contacts. 
  3. Select the notification period and initial execution time.
  4. See Internal Notifications or Email Notifications to configure your notification messages.


Internal Notifications

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Internal notifications are delivered to all DEAR users in your company. These notifications are sent to the notifications centre on the top right corner of the screen. At the moment, it is not possible to send internal notifications to a single user or group of users. For this, use email notifications instead. 


Notifications can be send based on the time period. Customise your internal Message template by entering text or Parameter names. Use parameter names such as CustomerName or CartLink in your notifications by clicking on the corresponding button(s). The parameter name will be saved to your clipboard and can be pasted into the Message template. 


Cart link will take the customer back to their abandoned cart to quickly finish the sale. 


The Internal Execution Log keeps a record of all instances of abandoned cart internal notifications.


Email Notifications

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Email notifications for abandoned carts will be delivered to the customer/contact email address. You can also enter additional email addresses in the BCC field. 


Customise your email Message template by entering text or Parameter names. Use parameter names such as CustomerName or CartLink in your notifications by clicking on the corresponding button(s). The parameter name will be saved to your clipboard and can be pasted into the Message template, Email subject, or Email template fields.


The Email Execution Log keeps a record of all instances of abandoned cart email notifications, the date and time the email was sent, and the email text. 


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