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An Overview of the Automation Flow

The Automations page is the beating heart of Rivo Recover. In order to receive our automated notifications when they abandon a cart, customers must also trigger the automation flow. In this guide, we'll take a look at how the automation flow works in general and how it is triggered for each channel. So let's dive in!

In this article:
Intro
Push Automation
Email Automation
SMS Automation
Using the Opt-in Popup
Reorder automation steps
Common questions

Intro

To enable or disable the entire automation flow, toggle the Status switch near the top-right of the page. There are also toggle switches for each automation step in the flow.

Toggle the Status switch to turn automation on or off

Customers can ready the automation flow in the following ways:
Push - The customer subscribes to push notifications on your store and abandons their cart.
Email - The customer enters their email at Checkout and continues to the Shipping step.
SMS - The customer consents to SMS marketing at Checkout and continues to the Shipping step.
Opt-in Popup - The customer enters their email and/or phone number in the form and abandons their cart.

Important: 'Buy Now' buttons which bypass the cart stage of ordering are not compatible with our app's automation flow. To be eligible for any of our Abandoned Cart notifications, customers must add items to the Cart. 'Buy Now' buttons create a new checkout page that does not have any cart activity for us to track.

Customers exit the automation flow by unsubscribing from notifications or by completing the order on your store.

Keep reading to find out more about how each automation flow is triggered!

Push Automation

Customers must opt-in, or subscribe, to push notifications on your site to receive them. Their browser will usually prompt them to accept notifications when they visit your store:

Customers must opt-in to receive browser notifications

When the customer then abandons their order at the Cart stage or any of the Checkout steps after and there is no activity for 5 minutes, this triggers the push notification flow and will alert our system to queue the push notification to send after the time you have set. Read our full guide on Getting Started with Push Notifications here.

How the Push Automation Flow is triggered

If a customer declines by blocking notifications or closing the prompt, they will not receive push notifications and they will appear on your Abandoned Carts page as an  Anonymous Visitor. Customers who opt-in will be shown as a Subscriber.

Email Automation

In order to trigger the email flow, customers must enter their email at Checkout and then proceed to the Shipping step. When the customer has completed those steps and they abandon their order, once there is no activity for 5 minutes the email notification will be queued to send after the time you have set. Read our full guide on Getting Started with Email Notifications here.

💡Pro Tip: Use the Opt-in Popup for SMS and Email for a more streamlined automation flow.

How the Email Automation Flow is triggered

SMS Automation

Customers must explicitly opt-in to receive SMS messages from your store. Check out our TCPA and CTIA Compliance Guide for more information, including how to add the SMS consent checkbox to your checkout. And you can read our full guide on Getting Started with SMS notifications here.

In order to trigger the SMS automation flow, customers must check the box for SMS marketing—which reads 'Text me with news and offers'—at Checkout, enter their phone number, and then proceed to the Shipping step. When the customer has completed those steps and they abandon their order, once there is no activity for 5 minutes the SMS message will be queued to send.

How the SMS Automation Flow is triggered

Using the Opt-in Popup

Start the automation flow even earlier and encourage engagement with a popup form.

Collect customer details with the popup form

Get your customers into the automation flow for email and SMS much earlier by enabling the Opt-in Popup. With this popup, you can collect emails and phone numbers before your customers even get to the checkout page. When your customers enter their email and/or phone number in this form and subscribe, their automation flow will trigger when they abandon their order at the cart stage. Using the popup eliminates the need for customers to proceed to the Shipping step at Checkout to trigger the email & SMS flows. You can even add a discount to this popup to incentivize signups. Check out our full guide on Customizing the Opt-in Popup here.

Reorder automation steps

Take complete control of the automation flow and order the steps any way you choose. Simply grab the icon at the top-right of an automation step and drag & drop it to adjust its place in the automations flow.

This feature is available on our paid plans.

Drag and drop any automation step

Common questions

Does a customer have to trigger all automation flows for them to work?
Not at all! The customer does not have to trigger push notifications for the email flow to begin and vice versa, even if you have both enabled. The automation flows can work completely independently of each other.
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