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How does the Sequence Template for Abandoned Checkout Lead Conversion work?
How does the Sequence Template for Abandoned Checkout Lead Conversion work?
Erin Crager avatar
Written by Erin Crager
Updated over 7 months ago

This is a prebuilt marketing sequence list, available by clicking Marketing > Sequences Create > Folder From Template.

It contains a series of sequences that automatically perform regular follow ups via SMS and email with those that have dropped off in your checkouts. It assumes if they were willing to begin filling in their information, that they're a good candidate to upsell to.

Unlike the list of abandoned checkout leads that will show in your leads dashboard, the Template just targets leads that aren't customers yet. (You can change this by clicking Edit and removing its default counter condition. See arrows below).

Any non-customer who abandons one of your checkout pages will be sent a series of emails and SMS messages, inviting them to reconsider their purchase and visit your business.

You can even narrow down the type of checkout you target. By editing the trigger, in the association section, you can choose to only target certain checkout types (as in 'I only want to target abandoned checkouts that were looking to purchase a class (or even a specific class), or something else like a membership or product).

Here's the birds eye view of how this sequence series uses SMS and email messages to encourage the customer to complete their checkout, culminating in a promo offer 5 days afterward (if they haven't yet converted by then).

To use this Template click Marketing > Sequences > Folder from Template > name the folder > select the template to use > scroll to the bottom > click Create.

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