Configure the Steps and their Settings

The Abandoned cart Journey template uses a number of steps in a specific order to guide the customer through the desired outcome. Based on your business requirements, you can design a simple or more complex Journey by adding or removing the steps as desired from the template.

The Abandoned Cart Journey uses the following steps:

Start Journey:

Use the Cart Abandon event to trigger this Journey. Depending on the Producer application you are using, ensure that an Event Map with the Cart Abandon event type is created in Cheetah Digital, and that an Abandoned Cart Moment is created in Marigold Moments.

Note: Without the corresponding Event Maps and/or Marigold Moments (based on your app selection), your Journey will not start or function as intended.

See Start Step for more information.

Decision Step

Personalize your Journey by adding decision steps to guide customers through different paths based on attributes such as their preferred communication channel, gender, etc.

Note: Make sure to select the appropriate Data source containing these customer attributes in the Journey settings.

See Decision Step for more information.

Send Notification

Cheetah Digital is used to send messages to your customers, such as incentives and offers, to guide them toward a positive outcome in your Journey. These messages can be sent via SMS, Email, or Push Notifications.

You can do this while also using Marigold Moments for your events in the Journey.

See Send Step for more information.

Wait Steps

Use Wait steps when you want to pause for a certain period (which may vary at different stages of the Journey) before nudging customers toward the Journey's goal, for example, sending reminders or incentives after a specific number of days.

Note: You can design your Journeys to override these wait times if the customer takes certain actions, guiding them down a different path in the Journey.

See Wait Step for more information.

Update Journey

Based on customer actions, you can guide them through parallel paths in your Journey. For example, if there are positive signs of a purchase, such as viewing the cart or adding more items, you can move them to a more engaged path. Conversely, if they empty their cart or remove items, you can direct them toward a negative exit without having to complete the full wait time.

Note: Select the events that correspond to the customer activity you want to use in your Steps. Ensure that the corresponding Event Maps and/or Marigold Moments (based on your app selection) are in place. Without these, your Journey may not function as intended.

See Update Step for more information.

Exit Steps

You can have multiple exit points that mark positive or negative outcome. These outcomes can be very effective for reporting and analysis of the success of your Journey.