Getting Started

Thifeature will allow you to leverage cookie pool data that can match your site visitors to their unique email address. This allowyou to engage window shoppers and site abandoners much earlier in the buying cycle and can help turn them into paying customers. 

In your dashboard, click Exchange. If you haven't opted in yet, you will first need to complete the check-boxes to opt-in your store data to the Exchange program. You will also need to make some important updates to your website Privacy Policy.


Once you've opted-in, you'll scroll down to see the Onsite Abandonment section. Here you'll click Get Started.

Then you will configure your Settings:

  • Default From Name - This is who it will look like your email is coming from. We recommend putting your Store Name.
  • Default From Email Address - This is the email address your emails will come from. 
  • Email Verification - If your from email address has already been verified by Springbot, you will see the word "Verified". If not, click the "Send Verification Email" button to verify your email address.
  • URL Activation - By leaving this blank, we will pick up on Onsite Abandonment on any page of your website. If you insert specific URLs, these are the only pages we will be able to pick up on Onsite Abandonment (so we recommend leaving this part blank so you can capture more visitors!)
  • URL Blacklist - Enter any pages of your site you don't want users tracked on. We recommend support pages, FAQs and your Privacy Policy page, for example.
  • Email Domain Blacklist - Enter email domains that you don't want to receive emails. We suggest your store's domain so employees are not targeted, along with your competitors or manufacturers that you don't want to have see any discounts you might be offering.
  • Email List To Add To - This will default to a new Onsite Abandonment email list. This list will also be included in your All Subscribers list.
  • Default Customer Name - This is how we will greet your customer, so Valued Customer, Shopper, or Friend are all good options!
  • Send Subscription Confirmation Email - When enabled, this will send a follow up email to any current non-subscribers who've opened or clicked your email to confirm their subscription (this is an optional setting).

Once you've completed your Settings and click Save, you'll be able to start building out your email. There are 4 steps to complete this process:

Configure

You'll be able to setup multiple Onsite Abandonment Emails and configure these settings differently for each one:

  • From Name - This is who it will look like your email is coming from. We recommend putting your Store Name.
  • From Email Address - This is the email address your emails will come from.
  • Subject Line - We have some pre-written options for you to choose from, but you can also select 'Custom Subject Line' and type in your own!
  • Pre-header Text - This text will appear after the subject line, but not in the body of the email itself.
  • Recipients - There are a few options to choose from:
    • All Contacts - This allows you to send your Onsite Abandonment Emails to anyone who visits your site.
    • Subscribers - Your emails will only be sent to visitors who are existing subscribers on your Email List.
    • Non-Subscribers - Your emails will only be sent to visitors who are NOT on your existing subscriber list
  • Default Customer Name - This is how we will greet your customer, so Valued Customer, Shopper, or Friend are all good options!
  • Email List to Add To - This will default to a new Onsite Abandonment email list. This list will also be included in your All Subscribers list. 
  • Timing -  Depending on who you send to, there are some restrictions on the earliest you can send. We recommend setting this to 1 day for that first touch point.

Template

On the Template page you can select from Basic or Inspirations:

 

Design

Once you complete the Configure step, you'll be able to start designing your email, using our drag-and-drop editor.

You don't want to treat your Onsite Abandonment shoppers the same way you would someone who actually put an item in their cart and left without buying. These visitors could just be browsing to learn more about you, so it's important to avoid getting overly aggressive with your messaging.

Product Recommendation Module  

Springbot can track what pages and products a shopper visits on your website. You can sort the Product Recommendation Module by: 

  • Top Selling - Top selling items from the store from the last 30 days
  • System Matched - Customers who bought Product A also bought Product B - based on the product they viewed
  • Most Recommended - Most recommended items from previously sent automations. Springbot will auto-populate the three most recommended products based on purchase history.
  • Recently Viewed - This will show products that the customer recently viewed on the site. Please note, if the customer only viewed 1 product, but there are 2 or 3 images in the email, it will populate with that one item and then populate with “Top Selling” items. 

Coupon Codes

A Generic Coupon Code is a promo or discount code that can be used by multiple shoppers. This is usually a more simple code setup like GET10OFF or HELLO20 for example. 

A Unique Coupon Code can only be used one time, by one shopper. The front-end or root of the code can be the same across every code, but there will be a unique identifier at the end of the code to make it unique. For instance, you could have the root of the code be SAVE but for each unique code it could look like this: SAVE8297, SAVE9145, SAVE1294, etc. To use Unique Coupon codes, select the [[coupon]] dynamic tag and select the unique coupon code campaign you've uploaded into Springbot under Component Settings. To learn more on how to create and upload a unique coupon code CSV, click here

Tips & Tricks

  1. Offer a promotion or discount. We typically recommend including an incentive in order to drive site return & conversions. A discount code or free shipping work great here. 
  2. Pictures say a thousand words. Instead of relying on only text to get your message across, add a hero image to the top of the email to grab their attention and remind them of your unique branding.
  3. Focus on your top-selling products when adding in products to the email. 
  4. Keep the call to action simple. "Shop Now" or "Come Back!" are excellent choices.
  5. Don't be creepy. Nothing will drive shoppers away faster than this! Stay away from messaging like "we saw you peeking" and instead use something more friendly like "Thanks for stopping by!"
  6. Offer some help. Ask if they might need help when shopping, and make sure your customer service email and phone number are readily available to them.
  7. Don't make it all about the sale. These shoppers might just be getting to know you. Lead them toward your top-selling items or even your newest products that are generating buzz.

Review

This is your chance to double-check all your settings and work before turning your email live. When you're ready, click Activate and the emails will start sending!



Maintaining and Adding More Onsite Abandonment Emails

Once you've saved your work and have returned to the main Exchange tab of your dashboard, you'll see your Onsite Abandonment section has changed slightly:

Here you will be able to review performance metrics, edit your existing emails, or add new ones to your drip-series.