Set Up Your Recovery Campaign

To set up your abandoned cart recovery campaign, go to Dashboard > Cart Lift and click on the Campaigns tab.

Cart Lift Recovery Campaign

Here, by default 3 campaigns (2 in the free version) will be created which you can configure and activate.

Now, let us look at how you can create and activate your own campaign.

Step 1 – Add A New Campaign #

Click on the ‘+ Add Campaign’ button on the top-right side. Then a campaign will be added and you will be redirected to the campaign edit mode.

Campaign edit mode

Step 2 – Input And Set Up The Basics #

First, configure the very basics for an email.

Basic email details

i. Template Status #

You can activate or deactivate the campaign using this button.

White color indicates that the campaign is not active. Purple indicates that the campaign is active (default).

ii. Template Name #

Give a name to this campaign template.

iii. Email Subject #

Set a compelling email subject line for your abandoned cart recovery campaign.

Step 3 – Use Your Preferred Email Copy #

Email body

Decide on a proper email copy. You will get a Rich Text Editor.

If you write on Visual view, you will get all the settings required to format the text visually.

Visual edit

Plus, if you notice on the right side, there is a dropdown menu for Cart lift fields which you can use within emails to input dynamic data such as customer name, or product name, etc.

Cart Lift Fields

Click here to get the list of all the Cart Lift fields, their use and examples.

If you switch to Text view, you will get all the tags required.

Set Up Your Recovery Campaign 1

If you wish to add a Media, just click on the ‘Add Media’ button above the email editing sections.

Set Up Your Recovery Campaign 2

Clicking on it will let you select a media from your Media Library and once you select, the image will be added to where your cursor was on the email body.

Step 4 – Finalizing The Campaign #

Now that your email copy is ready, you can decide on finalizing the campaign.

Set Up Your Recovery Campaign 3

Now, depending on the type and the order of this email for your recovery campaign, you can choose to include a coupon for the customers.

i. Enable Coupon? #

To enable a coupon,  you can checkmark on the Enabled coupon option and it will give ask you to input the information required to allow coupon for this email.

Enable Coupon

ii. Email Sending Interval #

Below the coupon section, you will get the option to assign a time after which this email will be sent to a customer since cart abandonment.

Email intervals

You can set the time in minutes, hours, or days. However, the minimum time allowed in 15 minutes.

iii. Send Test Email #

Before putting this campaign to use, it’s best to test it out. So at the bottom input your email and send a test email to see if your email format was correct.

*Please note that this test email will only work if you have an SMTP set up for your website or set up through Cart Lift settings.

Once you are done editing and formating your email campaign, click on the “Save Change” button at the bottom left side and the campaign will be saved.

That’s it, you have created a campaign on your own.

Now you can click on the ‘Back To Campaign’ button at the top-left side to go back to the Campaigns tab, or continue editing.

Campaigns Dashboard #

Now that you know how to create or edit a campaign, let us look at the ‘Campaigns’ dashboard.

Campaigns Dashboard

For every campaign, you will get the following details:

each campaign

Status #

Under the status, you will get a button to activate or deactivate the campaign.

White color indicates that the campaign is not active. Purple indicates that the campaign is active.

Name #

Next to status, you will get the Name, i.e. the Template name you set for the campaign. And just below the name, you will get to see the time you set for the email to be sent after every abandoned cart.

Sent #

It’s the count of how many times this email was sent.

Conversions #

It indicates how many carts were recovered after this email was sent, before the next scheduled email. Plus, the conversion rate (percentage).

Revenue #

It refers to the amount of revenue recovered through this email.

▪ Action #

Under action, you will see three icons for each campaign.

Set Up Your Recovery Campaign 4

The two-squared icon allows you to duplicate a campaign, i.e., a copy of the campaign is added to the campaigns list which you can then edit and activate.

If you wish to delete a campaign, you have to click on the cross icon on the right.

To edit a campaign, click on the pencil icon in the middle and it will take you to the campaign edit mode.

Now you know all about creating, editing, and activating campaigns. Now you should look at the other settings you need to configure.