How can I set up automated email follow-ups for app users who abandon orders or bookings?

Smart CRM & Sales Hub CRM
1

If someone starts to place an order or book a ride/service in my app but does not finish it, how can I automatically send them an email to remind or encourage them to come back and complete it?

2

Hi @Suheb ,

Could you please confirm which version of HubSpot you’re currently using?

If you’re on Marketing Hub Enterprise, you can use Custom Behavioral Events to achieve this. The key is to have your app send data to HubSpot whenever a user starts or completes an order or booking. This way, you can track who has abandoned their process.

Here’s how you can set it up:

  • Set up a workflow to trigger the email: Create a workflow that enrolls contacts when they meet your “abandoned order/booking” condition (for example, a custom property where Booking Started = Yes but Booking Completed = No).
  • Add a delay (optional): You might want to wait 30 minutes or an hour before sending the follow-up.
  • Send a personalized follow-up email: Use personalization tokens to address the contact by name or reference their order details. Your email could be something like “Forgot something?” or “Your booking is almost done!”

For more details, check out these helpful HubSpot knowledge base articles:

3

Hi @Suheb,

Assuming your app is integrated with HubSpot and you’re using HubSpot’s Marketing Hub Enterprise, you can do this with Custom Behavioral Events and Workflows. For example:

  1. Have your app send data to HubSpot when a user starts and completes an order or booking. This lets you spot who started but didn’t finish.
  2. Set up a workflow that enrolls contacts meeting your “abandoned” criteria (for example, Booking Started = Yes, Booking Completed = No).
  3. Add a delay (Optional): You might want to wait 30 minutes or an hour before sending the reminder.
  4. Send a personalized email with personalization tokens to address the user by name or mention their specific order or booking.

If you’re on a different HubSpot plan or need assistance connecting your app, just let me know. Happy to guide you through it!