How do I send cart abandonment emails using gmail?

Don't miss that sale! In this article we will outline how the WSM/Zapier integration can send abandoned cart emails to your customers.


Prerequisite Work

    1. Zapier account
    2. Web Shop Manager subscription at the Grow plan or above
    3. Web Shop Manager Universal API key
    4. Google account and Google Sheets
    5. Creating your spreadsheet in Google Sheets

Creating a cart abandonment Zap

    1. Action 1: Trigger

    2. Action 2: Create Spreadsheet Row in Google Sheets

    3. Action 3: Set the Delay

    4. Action 4: Find Order

    5. Action 5: Filtering out orders no longer in Building

    6. Action 6: Creating an Abandoned Cart Email

Prerequisite Work

Before creating your Zap, we need to first set up a few prerequisites. Here is a list of things you'll need:

Once you have your Zapier account, WSM subscription, & Universal API key set up; it's time to identify what fields you will use in your Cart Abandonment emails. These fields contain the data you will use to personalize the cart abandonment emails. (think data like customer name, email, product name, etc.) For a full list of available fields, please visit our What fields are available for cart abandonment Zaps? article.

Once you've identified the fields needed to draft your emails, it's time to set up the Google Sheet your Zap will use to store and retrieve the data.

  1. Sign into your Google account & go to: https://www.google.com/sheets
  2. Click the tile to create a new blank spreadsheet
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  3. Click into the Untitled spreadsheet field and name your file. 
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  4. Title your columns with the data fields you selected. Some column headers you'll want to include: Order ID, Date Modified, & Status. These data fields are important for ensuring the abandonment emails are sent as desired.
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  5. That's it. We're done with this sheet for now.

Creating a Cart Abandonment Zap

Action 1: Create a Trigger

A trigger is a task that will poll WSM looking for information. The trigger will poll WSM for orders in a specific Order Status. For Cart Abandonment, we’re looking for orders with an Order Status of “Building”.

  1. Log into Zapier

  2. Click on the MAKE A ZAP buttonZapierArticle_1-1

  3. Now we name our Zap. This can be done by clicking on the “Name your zap” text in the upper left-hand corner of the screen.ZapierArticle_2

  4. Next, we need to select the Web Shop Manager (0.1.0) app. If the Web Shop Manager (0.1.0) app isn’t visible, start typing “Web Shop Manager” in the Search apps... field and select Web Shop Manager (0.1.0) when it appears.
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  5. Now choose the trigger event, “New or Updated Order in Chosen Status" then click the large, blue Continue button ZapierArticle_4
  6. Select your site then click the large, blue Continue button (If you need to add your site, see step 6a below)
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    1. Do you need to add your site to Zapier?
      1. Click the Connect a new account button
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      2. In the Zapier pop up, enter your site's FULL URL & WSM Universal API key. (Your API key is found in the System → Configuration → Integrations menu of your site)
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  7. In the Set Up Trigger → Status menu, select Building then click the large, blue Continue button.
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  8. Now test your trigger! If everything has been set up correctly, you'll see a list of orders retrieved from your site. Each order will display the information your customer added at the checkout page.
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  9. Once you've confirmed the order data, you're done with setting up the trigger!
    Click the large, blue Continue button and we're onto Action 2: Create Spreadsheet Row in Google Sheets

Action 2: Create Spreadsheet Row in Google Sheets

Now that Zapier is able to poll your site and retrieve the order data, we need to give it a place to store that data. That place? The spreadsheet you set up in Google Sheets while completing the Prerequisite work. 

  1. Click into the Search apps... field and search for "Google Sheets"
  2. Click on Google Sheets
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  3. In the Action Event → Choose Choose an event dropdown, Select Create Spreadsheet Row 
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  4. Click the large, blue Continue button
  5. Click into the Google Sheets account → Choose an account menu and select your Google Sheets account
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    1. If your account is not yet connected to Zapier, click the Connect a new account button and log into the Google account you used to create the spreadsheet in Google Sheets
  6. Click the large, blue Continue button
  7. Click into the three dropdown menus and select the appropriate values. (these menus are detailed below)
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    1. Drive → Choose value... dropdown - Select the Google Drive account where you saved your spreadsheet.
    2. Spreadsheet → Choose value... dropdown - Select the spreadsheet created in the Prerequisite work.
    3. Worksheet → Choose value... dropdown - Select the worksheet page containing your column headers.
  8. Zapier now connects to your Google Sheet & draws in the column headers you set up in the spreadsheet. 
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  9. Now we have to map the order data to the column headers.
    Zapier retrieves the order data from your site and needs to be told the which columns in the spreadsheet match the fields in the order data. Click into each field and select its corresponding data. Every data field available in the API will show up in these dropdowns. It might look overwhelming! Just take your time and find the right data for each field. When complete, your form should be fully populated and the data will be mapped!
    Mapped data will look something like this:
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  10. Click the large, blue Continue button
  11. Click the Test & Review button. 
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  12. You should see a success message in Zapier and a new row added to your Google Sheet!
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  13. Don't get too excited, we're not ready to turn on the Zap yet! Click the blue "+" button below Close and we're off to Action 3: Set the Delay
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    Action 3: Set the Delay

    Why are we setting a delay? Every time one of your customers takes a product to the Checkout, an order is created with an Order Status of "Building". When your customer completes a transaction and clicks the Submit Order button, the Order Status is updated from Building → New. You don't want Abandoned Cart emails getting sent out to customers still in the checkout process! This delay is going to pause the Zap and prevent emails from being sent to customers that have completed checkout.

    1. In the right-hand side of the Action menu, click the "Delay" tile.
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    2. In the Action Event → Choose Choose an event dropdown, select "Delay For" then click the large, blue Continue button
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    3. The next two menus are going to set the time delay duration. In the Time Delayed For (value) field, enter the numeric value of your delay. In the Time Delayed For (unit) menu, select the unit of measure. In the example image below, the time delay is set to 45 minutes. 
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    4. Click the large, blue Continue button
    5. Click the Test & Review button to make sure your delay is successful!
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    6. After you successfully test your delay, click the blue "+" button below Close and we're off to Action 4: Find Order

    Action 4: Find Order

    Now you will need to select how you’re going to find the Order(s) reported in the Trigger. This is done by having Zapier search for the Order ID.

    1. First, we need to select the Web Shop Manager (0.1.0) app. If the Web Shop Manager (0.1.0) app isn’t visible, start typing “Web Shop Manager” in the Search apps... field and select Web Shop Manager (0.1.0) when it appears.
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    2. From the “Action Event” dropdown, select “Find Order” and click the large, blue Continue button.
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    3. From the “Choose account” dropdown, select your website and click the large, blue Continue button.
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    4. Click on the Order ID drop down and you’ll see an option for Custom. Click Custom.
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    5. In the “New or Updated Order in Choosen Status in Web Shop Manager (0.1.0)” dropdown, select ID.
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    6. In the “Should This Step Be Considered A "success" When Nothing Is Found?” dropdown, select “False”. Then click the large, blue Continue button.
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    7. Click the Test & Review button
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    8. Confirm the order data is correct then click “Close”
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    9. After you successfully test your Find Order Action, we're off to Action 5: Filtering out orders no longer in Building

    Action 5: Filtering out orders no longer in Building

    Just a quick recap on order functionality. Any time your customer adds a product to the cart and proceeds to checkout, the system generates an order in Building status. When your customer completes the transaction, the order status is updated from Building → New. In this Action, we are going to remove the orders that were updated from Building → New. Don't want to send a cart abandonment email to customers who completed the purchase!

    1. Click the blue "+" button under Action 4
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    2. In the right-hand side of the Action menu, click the "Filter" tile.
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    3. In the first drop down, labelled “Choose field…”, select “Find Order in Web Shop Manager (0.1.0)”. Then scroll down and find the “Status” field and select it (you may have to click the Show all options button).
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    4. In the middle dropdown list labelled “Choose condition…”, select “(Text) Contains”.
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    5. In the last field labelled Enter or select value…”, enter the term “building” (without the quotation marks). Then click the small, blue Continue button to test.
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    6. Once Zapier tests the filter step and shows a success, click on "Close"
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    7. After successfully testing your filter, next is Action 6: Creating an Abandoned Cart Email.

    Action 6: Creating an Abandoned Cart Email

    At this point you have the data needed to send out cart abandonment emails. Zapier polls your site and retrieves the data for orders with a status of Building. That order data is then added to your spreadsheet in Google Sheets. Zapier waits for the Delay set in Action 3 and polls your site again for the order. The filter set in Action 5 makes sure the order has not been completed within the time delay. So now we get to set up the cart abandonment email! Before beginning this action, you should lay out the body of your cart abandonment emails. 
    The below steps are for setting up the email using Gmail. If you are using a different method, your steps might not be exactly the same. But the steps should be similar.

    1. Click the blue "+" button under Action 5
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    2. In the App Event menu, select Gmail (or search for the mail service you're using instead).
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    3. In the dropdown menu labeled "Action Event → Choose an event", click Send Email. Then click the large, blue Continue button.
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    4. In the dropdown menu labeled "Gmail Account → Choose an account...", select the account you want to use for sending the cart abandonment emails. Then click the large, blue Continue button. (If your account is not displayed, click the "+ Connect a new account" button and log into the desired account.)
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    5. This one is the BIG ONE! There's going to be multiple steps. We're going to: map the order data to the email fields, add the body of the email using a mixture of order data and text, and add some organizational elements like a Reply To email or Mailbox Label. In the sub-steps below we'll break down each field and how to map it to order data or point out where you can add your custom email text.
      1. To:

        1. Click into “Enter text or insert data…” field

        2. Click Find Order in Web Shop Manager (0.1.0)

        3. Find and select the customer email (you may have to click the Show all options button).
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      2. Cc:

        1. There will not be a data value to select here. If there’s an email address you’d like copied to all the sent abandoned cart emails, enter that email address here.
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      3. Bcc:

        1. There will not be a data value to select here. If there’s an email address you’d like blind-copied to all the sent abandoned cart emails, enter it here.
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      4. From:

        1. Click into “From → Choose value...” field.
        2. Select the email address you would like to send your Abandoned Cart emails from.
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      5. From Name:

        1. There will not be a data value to select here. Enter the name you wish to display for your customer in the “Enter text or insert data…” field.
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      6. Reply To:

        1. If you have a separate email you would like to receive replies your customers send, enter that email address. If you are not using a separate email, leave blank.
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      7. Subject:

        1. Enter the subject line you’d like to display. You can mix your own text with a data value. In the example image below, I’ve entered my own text mixed with the data value “Item Name”. To mix custom text with a piece of the order data

          1. I first typed "Did you forget your" into the Subject → Enter text or insert data...” field.

          2. In the “Subject → Choose value...” field, I typed the search term "Item" then selected the Item Name data value.
          3. Lastly, I added the "?" because punctuation is important!
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      8. Body Type:

        1. Select Plain or HTML. 

          1. Plain will display as you’ve typed it. This method is simpler and you require no coding ability, just type and go.

          2. HTML will allow you to customize your email using inline styling elements. You should be familiar with HTML if selecting this method.

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      9. Body:

        1. Enter the body of your cart abandonment email. You can mix your own text with a data value. In the example image below, I’ve entered my own text mixed with the data values "Bill Address Name" & “Item Name”.
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      10. Signature:

        1. If the email account used to send your cart abandonment emails has a signature, this is the field where you can elect to use the signature in your cart abandonment emails. 
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      11. Label:

        1. This field allows you to add a label to the replies your customers send.
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      12. Attachments

        1. Use if you’d like to send your customer an attachment. Like maybe a PDF with a rebate form?

    6. We're ALMOST there! Click the large, blue Continue button. You will see your abandoned cart email populate in a preview field. If the preview looks good to you, click "Test & Review".
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    7. Log into the email account you set as the "From" address and check out your new cart abandonment email!
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    8. Like the email? Click the Turn on Zap button!!
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    9. You did it. Champion. If you need additional support, please reach out to Web Shop Manager and we’d be happy to help you!
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