Once you have set up your email campaigns, you have to adjust the plugin settings according to your requirements.
Go to Dashboard > Cart Lift and click on the Settings tab to view the settings.
Under the Settings Tab, you can see three more tabs: General, Email & SMTP
Let us configure the settings properly through 3 steps.
So let’s get started.
Under the General tab you will get the following options:
Turn this option on and he plugin will start tracking abandon carts on your store automatically.
You can view all the abandoned carts on the Carts tab in the plugin.
Turn this on to get notified every time a person abandons the cart.
Get notified every time an abandoned cart customer returns to complete the purchase.
If you have set up SMTP in the plugin and wish to use that instead of your site’s default SMTP (if any), then enable this option.
If you wish to use an external Webhooks for your emails, other than the ones provided within Cart Lift, then enable this option.
Once you turn it on, it will ask you to insert the Webhook URL.
You will be able to test it out by clicking on the ‘Test’ button.
Assign the number of days as cart expiry so that after that time, the cart will no longer be held for the customers and will be removed from the Carts list in the plugin.
After a customer will abandon the cart, the cut-off time is the time until the plugin will wait to initiate the recovery campaign.
Once you are done with these settings, time to move on the Email Settings.
Once you are done with the general settings, click on the Email tab.
Here you will have to set up certain essentials for sendings as explained below:
Decide the sender’s display name here. By default, it is set as ‘Admin’. You can change it to your name or company name.
Assign the email address to send the email from.
If a recipient want’s to reply, the address to reply to will be this email.
Next, if you want to use an SMTP, you can add it through Cart Lift. Let us see how you can do that.
If you do not have an SMTP for set up on your website already, then you can set up an SMTP through Cart Lift to be able to send e-mails from your email service.
Click on the SMTP tab.
Here you will see there are 3 sections:
Here’s how you integrate SMTP.
Under the From section, you will need to provide the following data:
This will be the username of the email service you use.
This will be the password of the email service you use.
Assign an email address from your email service from which the emails will be sent.
Set the name to be displayed when an email is sent.
Under the SMTP section, you need to provide the following two data:
Input the Host Id/ Name of the SMTP for your email service.
Input the SMTP port number / name.
Under the Security section, choose the appropriate security protocols.
Choose the Protocol as SSL or TLS.
**Make sure it matches the settings of your SMTP email service.
Choose ‘Yes’ if authentication is required and ‘No’ if it’s not required.
Once you have provided the necessary data, click on the Save Changes button below.
If you selected Authentication as ‘Yes’. then it will ask you to authenticate the SMTP.
Next, you can test if it was connected properly by sending a test email.
On the bottom right corner, input the email address and click on the ‘Send A Test E-mail’ button.
If the SMTP was set up properly, an email will be successfully sent to your email address. If not, then then you will get an error message.
Now your settings are all configured and your campaign is activated. So the next thing to do is to monitor your abandoned cart and recovery campaign analytics to decide whether to improve the email copies or not.