Action Trigger campaigns start when a user performs an action on your website. A perfect example of such a campaign is the cart abandonment one.
1. Click on Add Campaign, choose "Create from Scratch", then give it a name and select goal as ‘conversion’ (as you want your users to purchase).
2. Choose to stop when the goal is reached, as you don’t need to continue with the campaign once the purchase has been made.
3. For the campaign type, select “action trigger”. This means that the start of your campaign will be kicked off by the customer performing an action. The action, in this case, is abandoning the cart.
4. Set your start date and time. There is no need to set an end date as the campaign will conclude naturally after all the touchpoints in your workflow are completed.
5. Decide if you want to re-enroll your contacts automatically. For an Abandoned Cart campaign, you should select to re-enroll after 1 day. If the customer abandons numerous carts in a short amount of time this will prevent us from sending too many abandoned cart emails to the same person in one day.
6. Select your context filters to narrow the scope of your campaign. As an example, the first context filter I will select is a currency, and I’ll make this USD. I will make my next context filter “Total ATI” (Total with all taxes included) and make the value 500. If you don’t select a currency it will automatically be your “reference currency”, which has been selected in account settings.
7. Next, add a list. Because you want to include all abandoned carts who meet your context filter, you just click dynamic lists then select the list with all your contacts.
8. Finally, switch your campaign from configuration to workflow and build your user journey. The starting point will be when someone has just abandoned a cart over 500USD on your site - what do you want to do next?
9. For this example, the first stage in the workflow would be to send a Facebook message reminding them about the product. Click action, Facebook Messenger, and select the template of the message you want to send.
10. After this message has been sent you have three options: success, failure, or continue. Continue means that regardless of whether the message is sent or not you wish to proceed in the same manner. For this example, I will not select continue and will instead choose a success and failure route.
11. If successful, I will next input a delay of one day, to give the prospective customer time to think over the possible purchase. After this delay, if there hasn’t been a purchase I will send them an email with a potential discount. Under the failure branch, I will create a similar pattern, imputing a delay if the message is successfully sent and sending a message without delay if it failed.
And there you have it! Your campaign is ready to launch! Just click “save and launch” on the configuration page and your campaign will go live!