Willdesk offers powerful workflow automation features, designed to optimize your customer service and sales processes. However, the use of templates and workflow triggers varies depending on your user plan. In this guide, we’ll walk you through the template access restrictions and trigger logic for different user plans, as well as how to set up order-related workflows for your store.
Template Access for Different User Plans
Free Users: Free users are unable to use templates, and since creating a new workflow requires selecting a template, free users cannot create new workflows.
Old Paid Plan Users (2023 $9.9 Promotional Plan): Users on older paid plans can access a limited set of templates.
New Plan Users: Users on the latest plans have full access to all templates, unlocking the full potential of Willdesk’s automation features.
Types of Abandoned Cart Triggers
Willdesk provides several types of abandoned cart triggers to help you engage customers and recover potential sales. These triggers only work with Shopify-integrated stores.
1. Abandoned Purchase Trigger
Preconditions: The user must be logged in, and the store must be in an authorized state. Only available for Shopify stores with a “success” status.
2. Browse Abandoned
Meaning: The user browsed a product but did not add it to the cart or proceed to checkout.
Trigger Details: A separate workflow is created for each product type. If the product is added to the cart, the workflow won’t trigger. The countdown resets if the same product is browsed multiple times. Execution time is set to one hour after the last product view.
Countdown: 1 hour
3. Cart Abandoned
Meaning: The user added a product to the cart but did not proceed to checkout.
Trigger Details: Similar to Browse Abandoned, but for carted products. Each workflow is tied to the product’s SPU. The countdown resets if the same SPU is added to the cart multiple times. Execution occurs one hour after the last addition to the cart.
Countdown: 1 hour
4. Checkout Abandoned
Meaning: The user started the checkout process but did not complete payment.
Trigger Details: A checkout abandoned workflow is created separately for each product based on the product type. When the workflow is executed, it checks whether the order was completed. If the order was not completed, the workflow will be executed.
Countdown: 1 hour
5. Product Removed from Cart
Meaning: The user removed a product from the cart.
Trigger Details: This trigger is immediate and does not require a countdown.
For all abandoned cart triggers, note that each trigger can only activate a pop-up once within an hour. If a pop-up was already triggered within the past hour, the workflow will skip the pop-up but continue with the rest of the processes.
