In cases where retailers from your B2B Website or salespeople within your company have items sitting in their basket/cart, you may produce a report/email notification to remind them.
What you'll learn
- How to retrieve a list of abandoned carts for Retailers/Salespeople
- How to send email notification to remind users of abandoned carts
TABLE OF CONTENTS
This feature is found on the Customers screen.
Begin by filtering by Unfinished Orders (1), then use the Abandoned Carts button (2).
Here you'll be given the ability to choose between unfinished orders within your own company, or within your B2B website:
Abandoned Baskets within your Company
Using the Unfinished Orders from Portal button, you can choose to filter by orders created by Salespeople, Administrators (Repgroup), or Retailers:
You can choose to Print/Preview the report by clicking Apply after choosing your Export.
You may print/download the report using the corresponding buttons.
Abandoned Carts from your B2B Website
Using the Unfinished Orders from B2B button, you can choose to filter by orders created by Retailers:
Here you can choose to either print/preview the report of these abandoned carts, or email the retailer a notification:
When emailing the retailer, they'll receive an email that looks similar to this, reminding them they still have items in their cart:
Selecting Particular Customer's Baskets
When Unfinished Orders has been selected and you have chosen "Unfinished Orders from B2B" as shown in the first step above, you will have the option to check mark your customer(s) to send individual abandoned carts. In the example below, "Annie's Hallmark" and "Buyer Five" would be emailed a copy of their cart, as they are check marked on the left side of the Customer's table.