🛒Abandoned Cart

Allows you to re-engage with potential customers by sending a reminder email x period after the customers stopped the quote-offer-bind process.

The Abandoned Cart feature helps you re-engage potential customers who start—but do not complete—the policy purchase process on your platform.

When enabled, the system automatically sends reminder emails to prospects who have stopped progressing after a waiting period that you define.

This feature increases conversion rates by nudging users back into the buying journey.

When the Abandoned Cart Emails Are Sent

There are two types of events that can trigger abandoned cart emails:

1. Unconverted Sales Leads

This email is sent when:

• A prospect creates a sales lead, but

• Does not convert it into a policy within the waiting period you set.

2. Unconverted Offers

This email is sent when:

• A prospect creates an offer, but

• Does not convert the offer into a policy within the waiting period.

Each event type can have its own email template and its own waiting period.

Configuring the Waiting Period

You decide how long the system should wait before sending the abandoned cart email.

You can set:

• A number of days, or

• A number of hours

During this period, the system waits to see if the prospect converts on their own.

Once the waiting period expires, the reminder email is automatically triggered.

Setting Up Abandoned Cart Emails

1. Prepare Your Email Templates

Before selecting emails inside the abandoned cart settings, you must configure them in Email Settings.

For guidance on setting up emails, visit the Emails page.

2. Configure Abandoned Cart Rules

Once your email templates exist, you can assign them to the Abandoned Cart feature:

1. Navigate to the Abandoned Cart configuration page.

2. Choose which email template to use for:

   • Unconverted Sales Leads

   • Unconverted Offers

3. Set the waiting period (hours or days).

4. Save your configuration.