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Getting Started with Onsite Abandonment
Getting Started with Onsite Abandonment

How to configure and activate Onsite Abandonment.

Updated over a week ago

What is Onsite Abandonment?

When a shopper is browsing your website, Springbot can leverage cookie pool data to potentially match that shopper to their email address. Learn more about the process of what it is here.

Step 1 - Install Springbot onto Shopping Platform

In order for Springbot to place a pixel on your site to track cookies, we must be installed on your shopping platform. To do so, head to your Integrations page & click on your store's platform.
Follow the steps here to learn more on how to install if you are not already installed.

Step 2 - Place Privacy Policy on Site

In order to successfully activate an Onsite Abandonment automation, Springbot automatically places a pixel on your site during the integration process.
You are required to post this privacy prior to launching your Onsite Abandonment emails (examples of this privacy notice are shown below). We recommend just adding it to your existing Policy page - usually in the footer of your website.

The personally identifiable information that you provide to us and information about your order may be combined with other personally identifiable information (such as past purchase history) available from our records and other sources. We also use Pixel Tags to collect additional information regarding your browsing experience. This information will be used to make our future marketing efforts more efficient and to provide you with a more relevant and timely brand and shopping experience. This information may also be shared with our third party service providers that assist us with our marketing efforts and with other marketers whose products or services we feel may be of interest to you. If you prefer that we do not share your name and address with other marketers, please email us at [[YOUR STORE EMAIL HERE]].

Step 3 - Update Onsite Abandonment Settings

The next step you'll take to create your Onsite Abandonment email is to navigate to the Marketing tab > Onsite Abandonment.

You'll want to take it to click on the "Settings" button to begin setting up the housekeeping items of your Onsite Abandonment email.

Once you click on settings, it will bring you to a page that asks for the following inputs. We have highlighted what each of them means, and highlight a screenshot below of what your page should be similar to.

  • 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.

Step 4 - Configure

Once you've clicked on the "Create New Email" button, you should see a screen that looks like the below.

  • From Email Address - This is the email address your emails will come from.

  • 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.

  • From Name - This is who it will look like your email is coming from. We recommend putting your Store Name.

  • Email Subject - 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.

  • Default Customer Name - This is how we will greet your customer, so Valued Customer, Shopper, or Friend are all good options!

  • 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

  • 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.

Once you have completed the Configure step, you'll want to click the next button on the bottom right to begin creating your email.

Step 5 - Template

On the Template page you can select from basic templates that have bare bones, or you're welcome to code your own. Once you choose your template, you'll be automatically taken to the design step!

Step 6 - Design

The functionality of this email design is the same as when you design email campaigns. However, you do want to keep in mind you're speaking to a different audience. 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.

Onsite Abandonment 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. Keep the call to action simple. "Shop Now" or "Come Back!" are excellent choices.

  4. 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!"

  5. 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.

  6. 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.

  7. Try using the Product Recommendation Module. Springbot is able to track what pages and products a shopper visits on your website.

Step 7 - Review & Activate

This is your chance to double-check all your settings and work before turning your email live. When you're ready, click Activate Email at the bottom right 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 Onsite Abandonment 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.


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