Dashboard

In the Dashboard tab of the plugin, you can find the reports. A complete overview of the abandoned carts and pending orders, sent emails, recovered carts, and rate conversions.

dashboard

Reset dashboard

To set all numbers back to ‘0’ click on the ‘reset’ button you’ll find at the end of the report.

General settings

In order to start using the plugin, you will first have to enable the ‘recovery’ options from the ‘settings‘ tab.

settings

  • Enable cart recovery: Enable the recovery of abandoned carts.
  • Allow shop managers to manage plugin settings: Shopmanagers can manage plugin settings.
  • Identify a cart as an ‘Abandoned cart’ after: Minutes that have to pass to consider a cart “abandoned”.
  • Delete Abandoned Cart after: Hours that have to pass to automatically delete the cart from the abandoned cart list. Set to 0 if you don’t want to delete the cart.
  • Enable pending recovery:  Enable recovery of pending orders.
  • Delete pending orders after: Hours that have to pass to automatically delete the order from the pending orders list. Set to 0 if you don’t want to delete the order.

Recovery for pending orders

The plugin will recognize the orders in pending and send one or more emails to the customer. You can activate this feature from the ‘Settings‘ tab of the plugin.

enable pending order

  • Enable pending order recovery:  Enable recovery of pending orders.
  • Delete pending orders after: Hours that have to pass to automatically delete the order from the pending orders list. Set to 0 if you don’t want to delete the order.
  • Recover pending orders and carts of: Either all users or only specific users of your choice.
  • Choose user role(s): Choose which users can recover their orders and carts.

You can see the list of Pending orders from the tab ‘Pending orders‘. The tab appears automatically when enabling pending order recovery.

pending orders tab

Under the ‘Email templates’ tab the administrator can create and manage the email templates. These will be sent to customers of the pending order.

pending template

For further email template settings, please take a look at this page of the documentation.

Restriction based on user roles

You can select the role of the users for which you want to recover pending orders and abandoned carts. You can find these options in the “Settings” tab of the option panel of the plugin.

settings2

  • Recover pending orders and carts of: Either all users or only specific users of your choice.
  • Choose user role(s): Choose which users can recover their orders and carts.
  • Recover carts of guest users: Decide if guests can recover their carts or only after they have accepted the terms and conditions.
  • “Recover Abandoned Terms and Conditions” text: Enter the terms and conditions text.

user email

If you activate the “Guest” option, you will be able to recover the abandoned carts of all unregistered users. In order to do that, they must add their email in the related checkout field before closing the page and/or accepting the terms and conditions.

How create and configure an email template

General settings

Go to the ‘Email templates’ tab to start. When you create a new email template or edit an existing one, you will see the ‘Email settings‘.

email settings

Options that you can set from section “Email Settings” in each email:

  • Active email: if the email is not active, it cannot be selected in the list available for each email
  • Email type: An email for abandoned carts or pending orders.
  • Email Subject: the subject of the email
  • Schedule automatic Delivery: if the option is enabled, the email will be sent automatically after:
    • Send after: the email will be send after xx hours, days or minutes.

Note: the automatic sending is subordinate to the configuration of the crons set in the “Settings” tab of the option panel of the plugin.

settings - cron settings

Crons are actions performed periodically by the server. The email will be sent when the time set in the email of the template will expire and the cron will be performed.

  • Set CRON each: xx minutes, hours or days.

Content

With the premium version of the plugin, you can create unlimited email templates, that you can use to invite your users to complete the order they had begun by adding products to their abandoned cart.

email templates

Customize email content adding information concerning cart and user: they can be recovered dynamically with the placeholder that you can add with the specific button available in the visual mode of WordPress editor.

add coupon

 

Here you find a comprehensive list with placeholders that you can use:

  • {{ywrac.firstname}}: user’s first name.
  • {{ywrac.lastname}}: user’s last name.
  • {{ywrac.fullname}}: user’s first and last name.
  • {{ywrac.useremail}}: user’s email address.
  • {{ywrac.cart}}: summarising table with products in cart.
  • {{ywrac.cartlink}}: link that allows users to access cart page in the shop and find the products they had left during your last visit.
  • {{ywrac.recoverbutton}}: instead of a simple link, this placeholder generates a button for recovering the abandoned cart/pending order
  • {{ywrac.unsubscribelink}}: link that to give the customer the change to unsubscribe from future emails.
  • {{ywrac.coupon}}: coupon code generated for the specific user.

Coupons

Coupons can be generated automatically on WooCommerce for each sent email in which they are set. Within the “email template” tab the plugin offers a “Coupon settings” section.

coupon

  • Add coupon to this email: decide to enable coupon sending.
  • Coupon value: set the value of the coupon, either a percentage or fixed amount.
  • Coupon expires after: decide for how many days the coupon will be valid, starting from the day when the email has been sent.
  • Send a test email to: decide where to send the test email to.

When the email is generated, the coupon will be dynamically created, and added to the coupon list, in  WooCommerce > Coupons or Marketing > Coupons.

coupons list

Further options of the coupons can be modified in the ‘Coupon settings’ which you can find in the ‘Settings‘ tab.

settings - coupon settings

  • Coupon Prefix: you can set the prefix for the coupon generated by the plugin.
  • Delete used coupons: If activated, all coupons generated by the plugin, and already used by users, will be removed from the complete coupon list (WooCommerce -> coupons).
  • Delete expired coupons: All expired coupons will be removed from the coupon list (WooCommerce -> coupons).

Report

At the bottom of each email template, there is a “Email report” section that contains all the summarizing information about the emails linked to the template that has been sent.

email report

Each report offers the following information about the emails of the selected template:

  • Sent emails: number of sent emails.
  • Clicks: number of generated visits from the sent emails.
  • Recovered carts: number of recovered carts thanks to the sent emails.
  • Conversion rate: percentage of conversions of the abandoned carts in comparison with the number of sent emails and the number of generated clicks.

User and administrator settings

From the ‘Settings’ tab you can modify the following options of the generated emails.

User settings

user settings - email

  • Sender’s name: the name of the sender (shop name for example).
  • Sender’s email address: the email address of the sender of the email.
  • Reply to: the email address to which the possible answer can be sent.

Administrator settings

  • Notify admin when a cart is recovered: if activated, the administrator of the store will receive an email when an abandoned cart is converted in a purchase.
  • Email Heading: the text you will see on the top of the email.
  • Email Recipient: the email address to which the email will be sent in case of a cart conversion. If you want to add more than one email address, separate them with commas.
  • Email Subject: the subject of the email.

Manage coupons for abandoned carts

From the ‘Settings’ tab, you can set the general settings related to your coupons.

settings - coupon settings

  • Coupon prefix: General prefix to identify recovered cart coupons.
  • Delete used coupons: Enable to automaticaly delete used coupons.
  • Delecte expired coupons: Enable to automaticaly delete exired coupons.

You can manage the specific coupon settings within the email templates. Go to the ‘Email templates‘ tab and edit/add a new template.

coupon

  • Add coupon to this email: Decide to add a coupon to the email.
  • Coupon value: A percentage or fixed amount.
  • Coupon expires after: Expiration date of the coupon, set 0 if it never expires.
  • Send a test email to: Send a test email to an email of your choice.

Inside the email content you must add the ‘coupon placeholder’:

add coupon

When the email is send, a coupon is generated and the code will be replaced inside the email where {{ywrac.coupon}} is placed.

Abandoned carts

In the “Carts” tab you will see the complete list of abandoned carts.

carts

Click on the abandoned cart to view the information details.

If you want to send an email to the owner of the cart immediately , select one of the emails you have configured in the “Email Templates” section of the option panel. Click on the “Send Email” button you’ll in the “Action” column.

action cart

After sending the email, the “Last email sent” column will be updated to the related date.

Each time an email is generated, an additional entry will be added to the email list. You can find it in the detail page of the corresponding cart (section History).

edit abandoned cart

The History section offers three pieces of information for each email:

  • Sending Date: the sending date of the email.
  • Email Template: the template of the email.
  • Link clicked: the presence of a link to the cart in the email (YES/NO).

Recovered carts

A cart is considered recovered, when the user clicks on the link of the email that is sent by the plugin. This email redirects the client to the cart page to complete the purchase.
After that, the related entry will be removed from the “Carts” list, and the new order will be added to the “Recovered Carts” tab.

Recovered carts no coupon

If users complete the purchase using the coupon added to the email, it will be added to the “Coupons” column of the corresponding order.

Recovered carts coupon

Email logs

Email logs

The email logs section gathers all the emails generated by the plugin, once it has been activated.

email logs

For each email you can find:

  • the corresponding template
  • the linked abandoned cart ID
  • the shipping date