→ Reporting → ("Reports" section) → Abandon Lead
The "Abandon Lead" report generates a spreadsheet containing the retained shopping cart details of the shopping cart sessions which were abandoned prior to finalizing the order to a receipt. The abandonments are captured after the shopping cart abandonment interval has been reached (the default abandonment internval is 60 minutes but may be configured much higher, expecially when you have the Return Email tool configured.
The Abandonments are retained for the last 90 days.
Abandonments vs. captured orders from upsell after
Abandonments that occur when the customer entered into an "upsell after" offer will be captured by the upsell after inactivity closer will become a order. For more details about the auto closing of an upsell offer, see: Upsell After#Orderfailedduringtheautoclosingofanupsellorder
Running the Report
To run the report, you'll enter the time period for the report into the "From" and "To" fields (format MM/DD/YYYY) then click the "Generate Report" button.
Upon running the report you may encounter the following message about navigating to the report pickup area to download the completed report:
Downloading the Report from Report Pickup
View of the Downloaded Report
The spreadsheet will contain the shopping cart details that were left at abandonment:
Import details about abandonments
Order failed during the auto closing of an upsell order
We got an order from a customer, and it was rejected because
This order failed during the auto closing of an upsell order.
Whenever someone enters into the upsell section of the checkout process the system starts a 45 minute timer. At the end of the 45 minute timer the system automatically finalizes their order. This occurs if the customer closes out their web browser before going all the way to the receipt. If the credit card fails to charge successfully during the finalization step then the order goes into the Accounts Receivable with a note on it. You should followup with the customer to obtain valid credit card information so that the order can be processed.
Since the upsell after is captured at whatever state the customer leaves it, you may find some orders captured with many of the fields that are normally required left blank.
Abandon Lead and Return Email
If you are using the return email feature a customer will not be considered an abandon until after the return email has expired. If the customer receive the return email and is provided a coupon, the coupon will display as part of the usage report, but it will not be an abandon cart and the customers information will not be displayed as an abandon customer.