Reward double opt-in with a discount
Compliant two-step opt-ins that deliver an instant discount and lift confirmation rates.
Recover abandoned carts with a human-centric WhatsApp conversation, not a discount push.
Most cart recovery strategies push discounts or create urgency. And most customers tune them out. This use case takes the opposite approach. When a cart is abandoned, WhatsApp delivers a message from a human advisor ready to help, not a promo code. The tone is supportive, the intent is useful, and the effect is immediate: the customer feels guided, not pressured. Built-in frequency rules and consent checks ensure compliant, respectful communication. The result is higher recovery rates built on trust, not pressure.
A contact adds products to their cart but leaves without buying. One hour later, the system checks whether they purchased in the meantime. If not, it verifies three things: no recent purchase, no active sending limit, and WhatsApp consent given. When all conditions are met, a conversational message goes out, not a hard sell, but an offer of real help. Interactive buttons let the contact view their cart or connect with a human advisor. Doubts get answered. Friction disappears. The sale comes back on the contact's terms.
Cart abandonment detection: After the Add to cart event occurs, the system waits one hour and checks whether a Purchase event has been recorded. If no purchase is detected, the cart recovery flow is initiated.
Eligibility and frequency check: The system checks whether the contact has made a purchase in the last 24 hours or already received a recovery message recently. If either condition is met, the flow stops to avoid over-messaging.
WhatsApp consent validation: For eligible contacts, the system verifies whether Consent WhatsApp is set to TRUE and a valid phone number and WhatsApp code are present. Only consented contacts proceed to messaging.
Advisor-first WhatsApp message delivery: A WhatsApp message is sent with a support-focused tone, offering assistance rather than a direct sales push. Interactive buttons such as View Cart or Chat with an Advisor allow the contact to choose their preferred next step.
Message tracking and sending limit: After the message is sent, a Capping WhatsApp cart recovery event is recorded. This ensures the contact is excluded from similar recovery flows for the next defined period, preserving a positive experience.
This workflow uses two modules working together: Automations and WhatsApp. Here's everything you need to get started.
Marketing on a new level with a beautiful visual, drag & drop creator.
Launch personalized, automated WhatsApp campaigns.
A contact attribute is a data field stored on the contact's profile, used for segmentation, personalization, reporting, and automation.
An event tracks a specific action performed by a contact.
A product event is information about a contact's interaction with a specific product, such as a view, cart addition, or purchase.
Segments are dynamic groups that update in real time based on contact behavior and attributes.
Adjust the copy and links in the WhatsApp campaign.
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