# Cart Abandoned Template

## Use case 1: Recovering Lost Sales

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2F74uNCUko9VoiaSQS39CR%2Fimage.png?alt=media&#x26;token=4fa24a4f-03f5-431f-8b3a-8384a09c10e2" alt=""><figcaption><p>Cart Abandoned WhatsApp Template</p></figcaption></figure>

{% columns %}
{% column width="50%" %}

{% endcolumn %}

{% column %}

{% endcolumn %}
{% endcolumns %}

Businesses often lose potential sales when customers add items to their cart but do not check out. A  WhatsApp / SMS  reminder can be triggered, encouraging them to complete the purchase with the following details  of the customer:&#x20;

* Customer name
* a link directing the user to the cart page

## Steps involved in setting up an Automated Workflow

{% hint style="info" %}
If you have already set up the WhatsApp / SMS template for the ***Cart Abandoned*** event, then jump to this [section](#b.-adding-the-whatsapp-sms-template-to-the-automated-workflow).&#x20;
{% endhint %}

<details>

<summary><mark style="color:blue;"><strong>A. 1.Setting up the WhatsApp Template</strong></mark></summary>

1. **Navigate to WhatsApp Templates**

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2FLi2ylv9RKcvkUFdG6wed%2FMercuri%20SMS%20and%20Whatsapp%20-%20Shared%20Inbox.gif?alt=media&#x26;token=20d42b7a-e868-4226-b609-5280e40764aa" alt=""><figcaption><p>Step 1  : <strong>Navigate to WhatsApp Templates</strong></p></figcaption></figure>

&#x20;1\. Go to **Templates > WhatsApp** in the Mercuri CX dashboard.

2. Click **Create Template**.

3. Select the **WhatsApp Account** that will be used to send out WhatsApp messages.

4. **Configure Template Details**

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2FwX9oWxM1tdJYv79KPilx%2Fimage.png?alt=media&#x26;token=3090bae6-715c-47a7-919a-653d0074c67f" alt=""><figcaption><p>Step 2 : Configure Template Details</p></figcaption></figure>

3. **Fill in the basic template info:**

* **Template Name:** `cart_abandonment_reminder` (Use an easy name to identify later)
* **Language:** `English` (or as per your customer base)
* **Category:** `Marketing` (as it’s a promotional nudge) &#x20;

\[ [*Understand the different categories of WhatsApp templates*\]](https://docs.mercuri.cx/templates/whatsapp-templates/understand-whatsapp-template-components#id-1.-template-category)

**Fill Template Components**

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2FANgXeMXsTMbTWYbmm1jg%2Fimage.png?alt=media&#x26;token=2e42aa73-2cfd-42aa-8c59-9bc50612606b" alt=""><figcaption><p>Step 3 : Template Components</p></figcaption></figure>

**Header (Optional):**

*Note: Headers can contain only one variable if needed, but in this case, a fixed title is considered.*

1. **Type:** Text
2. **Example Text:**  `Don’t miss out!`

[\[*Click here to explore different media that can be added to the header* \] ](https://docs.mercuri.cx/templates/whatsapp-templates/understand-whatsapp-template-components#id-2.-template-header)

**Body:**

1. Add the message content in the **Body** section of the template.
2. To include dynamic information like order ID or customer name, use the **"Add Variable"** button located at the right end of the Body field.&#x20;

Sample message :&#x20;

`Hi {{1}}, you left something in your cart!`\
`Complete your order, before it’s gone.`\
`Tap below to finish checking out.`&#x20;

**Variables** :&#x20;

Add a variable value to the corresponding placeholders with a sample value&#x20;

Note : Each `{{ }}`  is a placeholder that gets replaced dynamically during automation:

* `{{1}}` → Customer name

Note: Assign sample values for each variable before submitting for approval.

4. **Add a Button to redirect customers to the cart page**

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2FETJSffuaYPuCo9UXOmAC%2Fimage.png?alt=media&#x26;token=b7335ae4-e46b-4f56-b6a2-01ef1985935f" alt=""><figcaption><p>Step 4 : Adding a button</p></figcaption></figure>

[*\[Click here to know about different Template Buttons\]*](https://docs.mercuri.cx/templates/whatsapp-templates/understand-whatsapp-template-components#id-3.-template-buttons)

1. Click the **Add Button** > select **Visit Website**.
2. Configure details for the Call to Action section as follows:
   * **Type of Action:** Visit website
   * **Button Text:** `Complete Your Purchase`
   * **URL Type:** Dynamic  [*\[*&#x43;lick here to learn more about the types of URLs.*\]*](https://docs.mercuri.cx/templates/whatsapp-templates/understand-whatsapp-template-components#different-url-types-in-call-to-action-buttons)
   * **Website URL:** `https://yourstore.com/cart/{{1}}`
3. Under **Sample URL Setup**:
   * **Variable value:** `Abandoned Cart Link`
   * **Sample text:** `https://yourstore.com/cart/abc123`  <sub>*(Example of  tracking link for template approval)*</sub>
   * Click on **Create template** after filling in all the required details.

</details>

<details>

<summary><mark style="color:blue;"><strong>A.2. Setting up the SMS Template</strong></mark></summary>

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2FTdfyog1sRaVtXvRprDxL%2Fimage.png?alt=media&#x26;token=a54a9b4e-46e4-4303-87d0-5b27b6af47e1" alt=""><figcaption><p>SMS Template</p></figcaption></figure>

1. Go to the **Templates** section in the left-hand menu of the Mercuri dashboard, and select **SMS**.
2. In the top-right corner, click **Create Template** to begin.

**3. Fill in Template Details**

You’ll be directed to the SMS template creation form. Fill in the following:

* **Template Name**: Enter a short, descriptive title so it’s easy to identify the purpose of the message.

**Example**

```
Complete Your Purchase
```

* **Template Text**:\
  Craft a clear and concise message (within 160 characters). You can personalize it using dynamic variables.<br>
* Click the **Add Variable** button in the bottom-right corner of the body section to insert placeholders.

  **Example:**

  ```
  Hi {#var#}, you left something in your cart. Complete your order before it sells out! Visit: {#var#}
  ```

**4. Variable Mapping**

Map each `{#var#}` to the actual data fields, like **customer name** and **abandoned cart link.**

**5. Preview**

View the **SMS Preview** to see how the final message will appear to customers.

**6. Save the Template**

Click **Create** to save your SMS template. It will now be available to use in campaigns, automations, or workflows.

</details>

### B. Adding the WhatsApp / SMS template to the Automated workflow

* Go to the **Automation** section in the dashboard.
* Click on **Create Automation**.
* Choose the **automation type** as `Cart Abandoned` from the list.
* Select the preferred communication channel as **WhatsApp / SMS ,** for delivering the automated message.
* Choose the approved `Cart_abandonment_remainder` template that we created in earlier steps.

***

### Video Tutorial

<mark style="color:blue;">**Video Tutorial for WhatsApp Automation**</mark>

{% embed url="<https://youtu.be/cYEo_zfLlYs>" %}

***

<mark style="color:blue;">**Video Tutorial for SMS Automation**</mark>

{% embed url="<https://youtu.be/fTOoCxpoybo>" %}