Recover abandoned carts with Commerce leads¶
See every shopper who left your online store without paying, and send each one a WhatsApp reminder with a link back to their cart. At the end, you have a weekly count of recovered carts and the money won back. Plan 10 minutes to try it on your first carts.
Before you start¶
- A Shopify or WooCommerce store is connected under Connect → Store Connections. Until then, the screen says No store connected.
- Your WhatsApp number is connected. See Connect your WhatsApp number.
- You have access to CRM leads. A commerce lead is a normal lead with a store as its source.
What the screen shows¶
| Tile | What it counts |
|---|---|
| Abandoned Carts | Carts left in the last 7 days. |
| Potential Revenue | The value of those carts, if every one was recovered. |
| Recovered This Week | Carts that turned into a sale this week, with the money won back. |
| Recovery Rate | The share recovered by a WhatsApp reminder. It shows — in a week with no carts. |
Steps¶
Open the Commerce Leads screen¶
- Open Home in the left rail and find the Abandoned Carts card in Workspace.
- Click Work the carts. The Commerce Leads screen opens. Its subtitle reads Abandoned carts from your WooCommerce/Shopify store — recover them on WhatsApp.
You can also open it from Sales reports. Press Ctrl K (⌘K on a Mac), type Sales reports, select it, and click the Commerce Leads strip at the top. The strip shows the abandoned carts, the potential revenue and today's recoveries.
If you have no carts, the screen says No abandoned carts yet. Carts sync in as shoppers leave without checking out.
Read a cart¶
- In the list, find the shopper. Each row shows the shopper, the store platform, the cart value, the priority and how long ago the cart was left.
- Click the row. The shopper's window opens with 3 tabs: Overview, Cart and Notes & Activities.
- Open Cart to see the products in the cart.
- Click Copy resume-cart link to copy the link that opens this shopper's cart. The message Resume-cart link copied appears.
Send one reminder¶
- On the row, click Nudge.
- WhatsApp opens with this message filled in: Hi! You left something in your cart — here's your link to finish up: and the shopper's link.
- Press send in WhatsApp. The message Recovery message to … appears in Ohanvi.
If the cart has no phone number, the message No phone number on this cart to nudge. appears. If WhatsApp does not open, you see Couldn't open WhatsApp.
Send reminders to everyone¶
- Click Recover all at the top. It is disabled when no carts are open.
- The WhatsApp broadcast composer opens. Choose your audience and an approved template there. See Send a broadcast campaign.
Export the carts¶
- Click Export.
- Ohanvi downloads an Excel file of the store leads. The message Exported. appears.
Work a cart like any other lead¶
- Open the cart's Notes & Activities tab to log a call or a note.
- In the grid view, use Move Status and Convert on the row. Commerce Leads keeps its own grid and these actions. They do not use the phase plan described in Work with leads.
Troubleshooting¶
| Issue | Cause | Fix |
|---|---|---|
| No store connected | No Shopify or WooCommerce store is linked. | Connect one under Connect → Store Connections. |
| No abandoned carts yet | Your store is connected but no one has left a cart. | Wait. Carts appear as shoppers leave. |
| Couldn't load commerce leads | The list did not load. | Refresh, and check that the store connection is working. |
| No phone number on this cart to nudge. | The shopper left no phone number. | Open the cart and use the email instead. |