Criteria to unenroll contacts from Abandoned Cart (deal-based) workflow?

SOLVE
BSheck
Participant

What unenrollment criteria are ecommerce HubSpot users implementing to remove a contact from an Abandoned Cart workflow? (We have Shopify integration with HubSpot.)

 

The abandoned cart workflow contains a series of emails and if the contact ends up purchasing (i.e., completing their cart checkout) while they are in the workflow, we'd like to unenroll the contact from the workflow at that point.

 

I've been looking at the unenrollment options under the Deal Stage category, but it's not 100% clear which criteria would fit the bill in this scenario. (Also to be taken into consideration, the majority of our contacts are repeat purchasers and/or have purchased multiple SKUs over time, so all of the Shopify historical deal data is a part of the contact records as well.)

 

Unfortunately, deal-based workflows do not allow the setting of a Goal, so I cannot remove the contact based on a list membership, for example.

 

So, I'm just curious what other ecommerce HubSpot users are implementing for their contact unenrollment from an abandoned cart workflow.

 

Thank you!

2 Accepted solutions

Accepted Solutions
Bryantworks
Solution
Key Advisor

Hey @BSheck,

 

I use an If/Then branch to look at the Contact to see the most recent close won date (this is a custom property, which is updated on the contact anytime a deal hits Closed Won).  If that date is less than 1 day ago, I know that a user has gone on to purchase.  

Chris Bryant | Your Dedicated HubSpot Expert

View solution in original post

GeorgeThomas
Solution
Guide | Diamond Partner

@BSheck,

Sorry, it has been a busy week.

I'm wondering if you have checked this out yet? HubSpot Abandoned Cart: Creating A Workflow

Or this recourse: HubSpot Abandoned Cart Nurturing Step By Step Instructions (with screenshots!)

 

Also, I am wondering since it is a human that is abandoning the cart why we are not using a contact-based workflow so you can use that goal feature?

 

I'm all ears and, I hope these resources help!

George B. Thomas


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George B. Thomas

Inbound Evangelist

LearningOps | Impulse Creative

Trainer, Speaker, Catalyst

239-244-8812
george@impulsecreative.com
https://impulsecreative.com

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5 Replies 5
sharonlicari
Community Manager

Hey @BSheck 

 

Thank you for reaching out!

 

I'll mention a few experts that can share their thoughts about this topic.

 

Hey @darynsmith @HubDoPete @Josh what would you recommend in this case?

 

Thanks

Sharon 


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BSheck
Participant

Hi @sharonlicari! Just following up on this as I haven't gotten any responses back from the tagged experts. Anyone have insights into this?

0 Upvotes
sharonlicari
Community Manager

Hey @BSheck 

 

Thank you for the hands up! Maybe other experts might have some insight about this. 

 

Hey @Bryantworks @GeorgeThomas @vickisonne any recommendations for @BSheck?

 

Thanks & Happy Friday

Sharon 


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

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0 Upvotes
GeorgeThomas
Solution
Guide | Diamond Partner

@BSheck,

Sorry, it has been a busy week.

I'm wondering if you have checked this out yet? HubSpot Abandoned Cart: Creating A Workflow

Or this recourse: HubSpot Abandoned Cart Nurturing Step By Step Instructions (with screenshots!)

 

Also, I am wondering since it is a human that is abandoning the cart why we are not using a contact-based workflow so you can use that goal feature?

 

I'm all ears and, I hope these resources help!

George B. Thomas


Did this post help solve your problem? If so, please mark it as a solution.


George B. Thomas

Inbound Evangelist

LearningOps | Impulse Creative

Trainer, Speaker, Catalyst

239-244-8812
george@impulsecreative.com
https://impulsecreative.com

View solution in original post

Bryantworks
Solution
Key Advisor

Hey @BSheck,

 

I use an If/Then branch to look at the Contact to see the most recent close won date (this is a custom property, which is updated on the contact anytime a deal hits Closed Won).  If that date is less than 1 day ago, I know that a user has gone on to purchase.  

Chris Bryant | Your Dedicated HubSpot Expert

View solution in original post