Detect when a customer with an active cart is about to leave the site at the checkout or cart page and show them a popup message suggesting they chat to an Oct8ne agent for assistance.
In this article you will learn how to create a cart assistance popup.
Objective: Conversion.
Difficulty: Beginner.
When to use it: Anytime.
This strategy is not in our template pool because in order to implement it it you’ll first need to have integrated Oct8ne in your account. Once completed, you will be able to follow the steps in this article to set up the workflow in your Store.
How it works
For this strategy, we’ll configure popup web content in the workflow that encourages the customer to contact their Oct8ne agent with any questions about their purchase. This will appear on the indicated page when a contact is about to leave the website on desktop, or after a period of time without purchasing on mobile.
Workflow configuration
Before configuring your workflow, create the following elements:
- Two popups, to show the message that activates the Oct8ne chat.
STEP 1. "Start" node
(This node will set the target audience for the action).
1. Click (Edit node settings) for the “Start” node.
2. Under Select limitation, check "All my list" and select "All my list".
3. Under Select data source, check “All existing and new”.
4. Click Update.
STEP 2. “On page visit” node
(This node will detect contacts who visit any page).
5. Click (Edit node settings) in the “On page visit” node.
6. Under Configure the included pages, select "Any of the following pages" and enter the URL of the page on which you want to display the content.
7. Click Limitations and uncheck the "Deactivate after triggering" box.
8. Click Update.
If you want to learn more about node limitations, click here.
STEP 3. “Fetch last cart” node
(This node will fetch the contact's last active cart).
9. Click (Edit node settings) in the “Fetch last cart” node.
10. In Select cart status, choose the “Active” option from the dropdown.
11. Click Update.
STEP 4. First “Check value” node
(This node checks if the size of the returned list of recommended products is greater than 0).
12. Click (Edit node settings) of the “Check value” node.
13. Drag the "Total Price" field from "Fetch last cart" to the block on the left.
14. Then under "Operator", select "Is equal to".
15. Drag the “Literal” field to the block on the right and set a value of "0".
16. Click Update.
If you want to learn more about the "Check value" node, click here.
STEP 5. Second “Check value” node
(This node will identify if the contact has accessed the web on a mobile device).
17. At the junction of this node with the previous one, click on the circle until "Yes" appears.
18. Click (Edit node settings) of the “Check value” node.
19. Drag the "Is mobile" field from "On page visit" to the left block.
20. Under Operator, select "Is equal to".
21. Drag the "Literal" field to the block on the right and activate the "Yes” box.
22. Click Update.
STEP 6. First “Send web content: popup” node
(This node will send the mobile version of the popup, advising that the user can ask for help with their purchase).
23. At the junction of this node with the previous one, click on the circle until "Yes" appears.
24. Click (Edit node settings) in the “Send web content” node.
25. Select the corresponding Popup content and click Next .
26. In Configuration, locate the field Indicate when to show contentfield, select "After a few seconds of inactivity"and set a value of "10". Click Next .
27. In the Variables step, link any variables there may be.
28. Click Complete .
If you want to change the message that appears in the Oct8ne chat, you’ll need to make the modification in the HTML block of the content:
If you want to learn more about Popup web content, click here.
STEP 7. First "On opening of web content" node
(This node will limit the "On page visit" node so that it does not react to each visit for two days).
29. Click (Edit node settings) in the “On opening of web content” node.
30. Click "One specific content" and select the Popup content shown in the previous node.
31. For Limitations, in the section Add external limitation, choose "On page visit" from the drop-down menu and, in the next one, "Deactivate for a period". Next, indicate "2" Days.
32. Click Update.
STEP 8. Second “Send web content: popup” node
(This node will send the desktop version of the popup, advising that the user can ask for help with their purchase).
33. At the junction of this node with the previous one, click on the circle until "No" appears.
34. Click (Edit node settings) in the “Send web content” node.
35. Select the corresponding Popup content and click Next .
36. Under Settings, locate the Indicate when to display content field, select “When leaving the page” and click Next .
37. In the Variables step, link any variables there may be.
38. Click Complete .
STEP 9. Second "On opening of web content" node
(This node will limit the “On page visit” node so that it does not react to each visit for two days).
39. Click (Edit node settings) in the “On opening of web content” node.
40. Click "One specific content" and select the Popup content shown in the previous node.
41. For Limitations, in the section Add external limitation, choose "On page visit" from the drop-down menu and, in the next one, "Deactivate for a period". Next, indicate "2" Days.
42. Click Update.
Success!
Your workflow for setting up a cart assistance popup is now ready.
Do you have questions?
Don’t forget, our Connectif specialists are here to help you. To contact them, just open a Support ticket by clicking the blue “Help” button on your dashboard.
Keep learning!
To make the most of your Connectif account, we recommend reading these articles next:
- Product recommender for undecided customers, to show products related to ones they have visited.
- Optimized email campaign, to optimize the way you send out your email campaigns.
- Cart recovery and product recommendation, to send an email with the products left in the cart and recommendations.
- Segmentation according to user's device, to segment users according to their type of device.