Antsomi CDP 365 Manual for Beginners | Automated "Abandoned Cart" Reminder Setup

1."Added to Cart" Event Data:

Information that a customer has added a product to their cart needs to be recorded as an "event" in Antsomi CDP 365. This is typically collected automatically by tracking codes implemented on your e-commerce site. To verify, check if an event such as "add_to_cart" is defined and data is flowing within "Data" module > "Data Schema" > "Event Sources."

2. "Purchase Completed" Event Data:

Similarly, information that a customer has completed a product purchase needs to be recorded as an "event." This data is used to determine whether an abandoned cart email should be sent. For example, it's necessary for setting conditions like "only send an email to customers who added to cart but haven't purchased." Check if events such as "purchase" or "checkout_completed" are defined.

3. Customer's "Email Address":

To send reminder emails, the customer's email address must be collected as an "identity attribute" that can identify them and be linked to their customer profile. You can verify if the email address is registered in the customer's profile by navigating to "Profiles" module > "Customers."

4. Reminder Email "Template":

You need to create the "content" of the email to be sent to customers in advance. Prepare your reminder email template from "Templates" module > "Email."

1. Navigate to the "Profiles" module. This module is where you manage customer and site visitor profiles and build a "360-degree customer view."

2. Select "Segments."

3. Create a new segment by clicking on the "+" button. To target "customers with email addresses," select "Customer segment."

4. Set a "Name" for the segment. For example, "Active Customers with Email" – choose a clear, descriptive name.

5. Configure the segment's update frequency in "Update segment." To include new customers, select "Dynamic segment" and schedule it to update, for example, "daily" in "Computation schedule."

6. Add segment conditions. For instance, to target "customers with an email address," set the condition to "Have attribute" for the "Email" attribute with "registered."

7. Save your changes. Verify that the segment was correctly computed in the "Computation Histories" tab. Always ensure the status is "Success."

1. Navigate to the "Templates" module. This module is used for managing marketing automation scenarios and designing messages. Then Select "Email."

2. Create a new template either by duplicating an existing one from the "Template Gallery", or by duplicating a template located in "My Templates" or "Shared With Me". To do this, simply navigate to the desired template and click the "Duplicate" button.

3. Edit the email content. Utilize images, text, buttons, and "smart tags" (e.g., "Dear {{Name}}") to automatically insert customer names, creating personalized messages.

4. Preview the email on both desktop and mobile to ensure there are no display issues.

5. Once editing is complete, click "Save" to save it as a new template or update an existing gallery template.

1. Navigate to "Orchestration" within the "Marketing" module.

2. Click the "+" button to create a new journey.

3. Select "Start from scratch" to fully customize your journey.

4. Add a "Trigger node." This is the starting point of the journey. Since the trigger for this journey is the customer's action of "adding an item to the cart," select "Action-based trigger." Drag and drop the "Action-based trigger" into the canvas on the right.

• • Under "Journey goals," select "Specific conversions to measure." From "Select an item," choose the "add_to_cart" event.
• • Under "Journey schedule," set the start and end dates for the journey.
• • In "General settings," specify how many times a customer can enter this journey (typically "Limited frequency").

5. Add an "Action node." Configure it to wait 24 hours after cart abandonment before sending the email.

• • Drag and drop the "Wait for event" node. Set the waiting time to "1 day" and the event to wait for as "purchase" or "checkout_completed."

6. Add a "Destination node." This is where the email is dispatched.

• • Select your email sending vendor. In the "2 Compose" tab, select the email template created in Step 3. You can also set up multiple variants (up to 5) for A/B testing.

7. Save the journey.

1. Select the journey you created and choose "Create copy" from the top right.

2. Rename the test journey. For example, add "[TEST]" to the beginning.

3. Modify the trigger settings. Set the trigger time to "Right after the journey activated" and select a segment of internal test members.

4. Save the test journey and "Activate" it.

5. Confirm that the test ran successfully and that the email content was delivered correctly. Also, verify that you received the test email yourself.

1. From the "Customer Journeys" list, select the production journey.

2. From the "Action" dropdown, select "Activate."

1. "Delivered":

This metric indicates how many abandoned cart reminder emails were "Sent" to customers and successfully "Delivered" to their inboxes. A low delivery rate may indicate issues such as invalid email addresses or emails being flagged as spam. First, confirm that emails are reaching their intended recipients.

2. "Open Rate":

This is the "percentage of sent emails that customers actually opened." A high open rate suggests that the subject line and sender name attracted customer interest and prompted them to open the email. This insight is valuable for improving subject lines and pre-header text.

3. "CTR (Clicks/ Opens) (Click-Through Rate)":

This is the "percentage of customers who opened the email and clicked on a link within it" (e.g., a "return to cart" button). A higher CTR suggests that the email content (product photos, persuasive copy, button design, etc.) was effective in encouraging customer action. Furthermore, the "Conversion Rate," which indicates whether this click ultimately led to a purchase, is extremely important. In the "Insights" module, you can easily create reports including these metrics using the "Journey Performance" data source. Reports can be created from "Insights" module > "Reports." Create a "Blank Report" from the "+" button and select "Journey Performance" as the data source. You can customize the report by adding text and shapes, and save it with a name. You can also download it as a PDF or share it with stakeholders as needed. Regularly review these metrics and conduct A/B tests on subject lines and email content (using the variant feature) to further enhance the effectiveness of your abandoned cart reminders.

💡Q1: When I copied and pasted text into the email template, the content disappeared upon sending. Why?

👍A1: We recommend typing directly into the text boxes of Antsomi CDP 365's email template editor. Copying and pasting from external sources can introduce invisible formatting that may cause emails to display incorrectly or content to disappear. To avoid such issues, please prioritize manual text entry.

💡Q2: What is the difference between "Visitor" and "Customer"?

👍A2: A "Visitor" is a user anonymously tracked by cookies when they access your website or app. A "Customer," on the other hand, refers to a user identified by specific information such as an email address or phone number. When a customer logs in or submits a form, their Visitor ID is linked to a Customer ID, building a more detailed 360-degree view.

💡Q3: I created a report, but the data isn't showing up immediately. Is it broken?

👍A3: The report data may take several hours to reflect in real time. Please check again after a while. The report is likely not broken.

💡Q4: How can I verify if a journey is working correctly without affecting actual customers?

👍A4: The "Test Journey" feature is designed for this purpose. Duplicate your production journey, change the trigger setting to "Right after the journey activated," and activate it by targeting a segment of internal team members created for testing. This allows you to safely verify the journey's functionality.

💡Q5: Can I send abandoned cart reminder emails more than once, not just a single email?

👍A5: Yes, this is possible! Antsomi CDP 365's "Customer Journeys" allows you to combine "Delay" nodes and "If/Then branches" to set up complex scenarios with multiple reminders or different messages based on customer behavior. For example, you can configure it to send a first email after 24 hours, and a second email after 3 days if the customer still hasn't purchased.