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Examples of transactional automations

Updated over a week ago

Abandoned cart

Abandoned cart is a follow-up message that is sent to someone who has added items to their cart and then left the website without completing a purchase. These messages work to remind customers of products they left in their cart, in order to entice them back to purchase what they were already so close to buying.

Before we show step by step how to set up such an automation, it is good to know the following:

  1. The products need to be submitted from your e-commerce provider via an API call. Either there is an integration to Rule or you can use a third party for this that submits the data to Rule.

  2. The fields and data sent in differ between different e-commerce providers. For example, if you have Magento, the field can be sent to Rule as "OrderNumber", if you perhaps have Centra, the field can be sent as "Order", make sure you know what fields are coming in as in Rule.

Set up abandoned cart:

  1. Name the automation

  2. Choose tag 'CartInProgress'

  3. Create your email or SMS

  4. Schedule them for after how long the communication should be sent after a customer has abandoned their cart

  5. Activate the email or SMS

  6. Activate the entire loop

It is worth mentioning that as long as the Cartinprogress call is correctly set up via API/Integration, the flow will be interrupted if the customer places an order before the email regarding the abandoned cart is sent.

In other words, you do not have to worry about the customer receiving a message about an abandoned cart if they have already completed it.

Receipt automations (Order confirmation/Delivery confirmation)

One of the most common but also most important transactional emails is receipts. In order for Rule to send receipts, we need the "Event" that an order has been placed. Then the tag OrderCompleted is added to the subscriber, as well as order data. All of this is set up automatically when the E-commerce integration is in place.

  1. Name the automation loop

  2. Choose trigger OrderCompleted, or Ordershipped depending on which automation you are setting up

  3. Set timing for your communications

  4. Activate the communication

  5. Activate the entire automation loop

Custom fields that are retrieved

Below is an example of an order and delivery confirmation before data from the purchase has been retrieved and filled in. You can choose to add graphics, logos, links, etc. to make the order confirmation as appealing and informative as possible. Contact your system provider/e-commerce platform to specify which details from the purchase you want to include in the confirmations and also provide the API key.

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