Utilizing Workflow Toolbox to monitor Abandoned Carts and other key e-commerce metrics.
The Workflow Toolbox within HubSpot offers versatile features to streamline business processes and enhance customer engagement.
One powerful capability is the ability to increase and decrease counters of associated objects, providing valuable insights and enabling proactive actions.
Let's explore how these functionality can be utilized to monitor abandoned carts and uncover other impactful scenarios.
Monitoring Abandoned Carts
Consider an e-commerce scenario where customers add items to their carts but abandon them before completing the purchase. By leveraging the Workflow Toolbox, businesses can track and respond to these instances effectively.
-
Create Custom Properties: Start by defining custom properties, such as "Abandoned Cart Number" and "Total amount of abandoned carts" within the contact object.
-
Configure automations: create 2 workflows to trigger actions whenever a cart is abandoned or completed.
-
Workflow #1: The initial trigger for this workflow will be when a deal is in the abandoned cart stage.
- Add amount to contact property: use the Add Amount to object workflow action to add the deal amount to the "Total amount of abandoned carts" contact property.
- Increase abandoned cart number: use the Increase Counter workflow action to increase the "Abandoned Cart Number" contact property.
- Workflow #2: This second workflow will be activated when the abandoned cart is recovered and the purchase is successfully completed.
- Decrease abandoned cart number: Use the Decrease counter workflow action to decrease the "Abandoned Cart Number"
- Automate Follow-up Processes: Use the increased "Abandoned Cart Count" as a trigger for automated follow-up processes, such as sending reminder emails or offering discounts to encourage completion of the purchase.
- Generate Reports: Utilize reports to track the amounts of abandoned carts and strategize ways to reduce them.
Exploring Other Use Cases
Beyond monitoring abandoned carts, the increase and decrease functionality of the Workflow Toolbox can be applied in various scenarios:
-
Product Returns: Increase the count of product returns when a customer initiates a return request and decrease it once the return process is completed.
-
Identify High-Value Customers: Enhance your customer insights by automatically increasing a contact property value when a deal exceeding 1000€ is linked to this contact.
- Content Engagement: Increase the engagement score of leads when they interact with specific content and decrease it over time if they become inactive.
By leveraging the increase and decrease functionality of the Workflow Toolbox, businesses can efficiently track various metrics, automate responses, and enhance customer experiences.
Embracing these capabilities empowers organizations to drive growth, improve efficiency, and foster stronger customer relationships.