Abandoned Carts

Customers ordering online can fill a cart but fail to purchase anything. Perhaps they feel a lack of motivation to complete the sale or are creating a wishlist, or simply got distracted. These abandoned carts can impact your potential sales revenue.

You can view all abandoned carts in your B2B store and see customer and product details. If you have Automations, you can set up Notifications to encourage these customers to return and finish their order.

Prerequisites

• B2B Portal subscription

• Get Started with B2B Portal (required)

• Notifications (requires Automation subscription)

Configure Abandoned Cart settings

Before you can view abandoned carts, you need to Enable Abandoned Carts.

1. In the Cin7 Core, navigate to Integrations → Cin7 Core B2B → [select portal] → General.

2. Scroll down to Abandoned Cart Settings on B2B Portal and activate Enable Abandoned Carts.

3. This will make the 'Time to consider cart as abandoned' setting visible. Select how many hours, days, weeks, or months are necessary for a cart to be considered abandoned.

4. Save your changes. You will now be able to access the Abandoned Carts tab of the integration.

   

View Abandoned Carts

The Abandoned Carts view shows which of your customers have abandoned carts. Access this tab by navigating to Integrations → Cin7 Core B2B → [select portal] → Abandoned Carts.

You can filter abandoned carts by date or search for product name, cart total, customer name, or contact details.

Select Refresh to reload the most recent data from your B2B portal. You can show or hide columns by selecting the Settings gear, including:

• Abandoned Date + Time: This is calculated as the date/time the customer stopped shopping, plus the Time to consider the cart abandoned setting.

• 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

To export Abandoned Cart information in CSV format, navigate to Integrations → Cin7 Core 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

Use Notifications to email customers about their abandoned cart so that they can complete their shopping. You will need to have Automations in your subscription.

You can find and configure the Abandoned Carts notification by navigating to Settings → Automation → Notifications → B2B.

Click the notification to configure it.

1. Set the Abandoned Carts notification to Active.

2. Choose if you want to enable Internal and/or Email notifications.

   • Internal Notifications appear in Cin7 Core for all users. At the moment, it is not possible to send internal notifications to a single user or group of users.

   • Email Notifications sends an email to the B2B customer. You can also enter additional email addresses in the BCC field.

3. Select the notification period and initial execution time. You can also schedule Notifications.

   

Customize your Message template by entering text or Parameter names.

1. Select the parameter names (e.g. CustomerName or CartLink) buttons. We recommend using Cart link to take the customer back to their abandoned cart.

2. Paste (Ctrl+V) these parameters into the Message template, Email subject, or Email template.

The Internal Execution Log or Email Execution Log will show all sent notification details.

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