Abandon Lead Report
- Hunter Schaeffer
- Chris Torigian
Introduction
The Abandon Lead Report (also referred to as "Abandoned Cart Report") allows you to retrieve data on shopping cart sessions that were abandoned prior to order completion. The "Abandon Lead" (i.e. - “Abandoned Cart”) 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. This report is helpful for analyzing customer behavior and identifying potential sales recovery opportunities.
Note: Abandonments are only recorded for carts that meet both of the following conditions:
The customer added one or more items to the cart.
The customer entered a valid email address into the checkout process.
Once these conditions are met, if the customer leaves the checkout or remains inactive for the configured Abandon Interval (default: 1 hour), the session is captured as an abandonment.
Prerequisites
Access to your UltraCart account with reporting permissions.
Understand the configured Abandon Interval for your account.
Abandonment Retention Period
Abandoned shopping carts are retained for 90 days. After this period, they are automatically purged and no longer available in the report.
Navigation
Operations → Reporting → Marketing → Abandon Lead
Abandonments Retention
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.
Scheduling Report
Report Pickup
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
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 follow up 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.
Advanced Alternative: Google BigQuery Integration
For merchants who require more advanced reporting and analytics capabilities, UltraCart provides a powerful Data Warehouse BigQuery integration.
With BigQuery:
All analytics data, including abandonment events, is available for advanced querying.
You can build custom reports, dashboards, and analyses beyond the scope of the Abandon Lead Report.
Real-time access to your full data warehouse allows for deeper business intelligence insights.
Track shopping sessions that do not result in a completed sale or abandonment record.
Tip: If you need highly customized reporting or long-term abandonment trend analysis, consider implementing the BigQuery integration.
NOTE: The Screen Recordings tool also allow for review of cart abandonment sessions, including abandonments where the customer did not provide their email address in the checkout prior to abandonment.