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Set up Abandoned Checkout SMS

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ShopBase offers a feature that allows merchants to automatically send SMS, reminding customers to pay for an order they have not completed. In this article, we will show you how you to automatically send up to 3 text messages for each abandoned checkout. Each message contains a link to the customer's cart, allowing them to complete their order payments.

This is a paid service, and the cost varies based on the recipient's region. For a detailed breakdown of SMS fees, please refer to this article.

Step by Step Tutorial

From your store admin, go to Marketing & Sales > Email Marketing and select Abandoned Checkouts Recovery.

Navigate to Abandoned checkouts text message and toggle on Enable automatically send abandoned checkout text messages.

To send SMS to the US or Canada, you must lease a toll-free number. Click Lease a number button, pay the leasing fee ($2.15/month), and provide your business information for verification. If NOT sending to this region, SKIP this step.

For successful verification, the checkout page must include an opt-in consent that is not pre-selected. Click Update your checkout page to open the Website Builder, then click on Checkout Form and enable SMS consent.

For stores with Smart Optimize automatically enabled, you will need to turn OFF the Smart Optimize toggle or the Checkout toggle in order to adjust settings in the Checkout Form. You can find more details in this article.

SMS will be ready to send once your business information is approved. If rejected, review errors and resubmit within 7 days for priority processing by the SMS provider.
The leasing fee will be auto-collected at the end of each cycle. If the charge fails three times, the number will be released, and SMS to the US/Canada will be discontinued.
In Send to section, choose either Anyone who abandons checkout or Text subscribers who abandons checkout.

In the Set up text message to send section, tick the box before text message(s) that you want to send. Set up the time period to send text messages after the customers has exited without completing the purchase in Send ... after cart abandonment.

Sending time of subsequent text messages must be longer than sending time of previous ones. For example, if First text message is set to send after 30 minutes, Second text message can't be sent sooner than 30 minutes.

Message section allows you to edit text messages to customers.

The following variables are required in the message to improve the deliverability of your text message:

{{ .shop.name }}: Your shop name.
{{ .abandoned_checkout.url }}: Abandoned checkout URL.
Opt-out text: A sentence that includes the phrase "Reply STOP" to allow customers to opt out of receiving text messages.
In case you want to add discount codes to text message, switch on Enable discount code. Click Select discount code to choose the available codes in your store or add a new one.

If you want to add a new discount code, click Select discount code and select Create discount code in the drop-down menu. Enter your code information and click Add discount code.

When a discount code is selected, these variables can be added to the text message:

{{ .discount.code }} : shows your discount code
{{ .discount.value }} : shows the value of the discount code
Click Save changes.

To ensure compliance with regulations and maintain customer satisfaction, SMS messages will NOT be sent to customers between 23:59 and 6:00 AM (store setting time). Messages scheduled to be sent during this period will be automatically rescheduled to the next available time after 6:00 AM.

Email and SMS templates for Abandoned Checkout Recovery
Manage abandoned checkout recovery efficiently
Send customers a link to their abandoned checkout
Review abandoned checkout
Overview of how to recover and manage Abandoned Checkout
Set up Abandoned Checkout emails