Before you can start sending reminders to the owners of abandoned carts, you need to configure the follow-up email content. You are free to set up multiple reminders and select the automatic or manual sending method. If the Coupons add-on is installed in your store, you can also specify whether sending a reminder should create a discount coupon for a customer or not.
To create an abandoned cart reminder:
In your store's Admin area, go to the Abandoned Cart Reminders page
X-Cart 5.4.x - Store Setup > Email Notifications > Cart Reminders.
X-Cart 5.5.x - Settings > Email Notifications > Abandoned Cart Reminders
On the Cart Reminders panel, click New reminder:
The New Cart Reminder form will open. Use it to add a new reminder.
Complete the form fields to provide the details of the new reminder:
Name: Enter a name by which you will identify the reminder in the store's Admin area (This name will not be visible to customers).
Send automatically: Select this check box if you want to send reminders automatically. Leave unselected if you are going to send reminders manually.
For automatic reminders, the sending of reminder emails will be handled using X-Cart's script for scheduled tasks, console.php. Your server needs to be configured to run this script periodically. See Scheduled X-Cart Tasks.
For manual reminders, you or another admin user with permission to execute the task will need to handle the reminder emails. For instructions on how to send reminders manually, see Sending Reminders.
NOTE: Please choose the automatic vs. manual sending method for any individual reminder based on the message's intended audience. For messages intended for all customers who happened to abandon their shopping cart, choose the automatic sending method; for messages you wish to send only to some customers, choose the manual sending method.
Send automatically in (hours): Specify the minimum number of hours your online store should wait before sending this reminder to the owner of an abandoned cart. (This setting will apply only if the automatic sending method is used). Once a reminder is configured to be sent automatically, you can expect it to be sent after running the console.php script. At each run, the script will determine whether the time has come to send the reminder for any number of abandoned carts. Then, the system will send reminders for all carts in the abandoned state for a time equal to or longer than the period specified here.
New coupon amount: If you want a discount coupon to be automatically created for each abandoned cart owner to whom this reminder will be sent, specify the discount amount. You can set it as a fixed amount (e.g., 5) or a percentage off (e.g., 5%). If you do not want the reminder to create coupons, leave this field empty, or set this value to 0.
Coupon expires in (days): Specify the number of days when coupons created by the reminder will expire. (This setting becomes available if the New coupon amount option is enabled)
Coupon cannot be combined with other coupons: Use this option to limit the reminder coupon application. (This setting becomes available if the New coupon amount option is enabled).
Configure the template for the reminder email messages: enter the subject line and the message body.
The "Email subject (no coupon)" and "Email body (no coupon)" fields are intended for reminder emails that will not create coupons.
The "Email subject (with coupon)" and "Email body (with coupon)" fields are intended for reminder emails sent with a coupon.
NOTE: The "Email subject (no coupon)" and "Email body (no coupon)" fields are required and need to be completed anyway - even if you are setting up a reminder that will create coupons. So use the same values as for the "Email subject (with coupon)" and "Email body (with coupon)" fields.
When editing the subject and the body of the template, you can use the following tokens:
[COMPANY_NAME] - Name of your company from the store's settings
[NAME] - Full name of the customer (This will be empty for customers who have not specified their names);
[CART_ITEMS] - Information on the items in the customer's cart;
[RECOVERY_LINK] - URL to recover the cart;
[COUPON_CODE] - Code of the coupon created by the reminder;
[COUPON_AMOUNT] - Coupon discount;
[COUPON_EXPIRES] - Coupon expiration date.
You can find a sample reminder template that uses some of the above tokens in the Default email reminder of your store's reminders list. If you want to send coupons in reminder emails, include the coupon-related tokens in the template's body.
Click Create to save the changes. The new reminder will be created and added to the abandoned cart reminders list.