Introduction

Proactive email collection ensures that customer email addresses are captured as soon as they are entered into the checkout form. This allows UltraCart to begin using the address immediately in communication flows, such as cart abandonment recovery, even if the checkout process is not completed.

When configured, the system captures the value entered in the email field and sends it to the server as soon as the customer exits (blurs out of) the field. This significantly improves the effectiveness of marketing and transactional email campaigns.

Tip: Storefront Communication Flows—such as the Abandonment Cart Flow—rely on having the email address field configured with Input Proactive Collection = Yes. This ensures the email is collected at the earliest opportunity in checkout, increasing the chance of recovering abandoned carts.

Prerequisites

• An active UltraCart account with StoreFronts enabled

• Access to the Storefront Visual Builder

Steps to Enable Proactive Email Collection

1. Log in to UltraCart
   Go to UltraCart and log in to your account.

2. Navigate to StoreFronts
   From the main menu, select StoreFronts and choose the storefront you want to configure.

3. Access Theme Settings

   • Click Edit next to your storefront to open the Storefront Visual Builder.

   • In the Visual Builder, open the right-hand menu and select Theme Settings.

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4. Configure Checkout Email Settings

   • Locate the Email Address field within checkout settings.

   • Set Input Proactive Collection (sometimes labeled Proactive Email Collection) to Yes.

   This setting ensures that the system captures the email address as soon as the customer exits the field.

   Open

   

5. Save Your Settings
   After making the necessary changes, click Save to activate the configuration.
   
   

Additional Considerations

• Email Templates and Delivery Options:

  • You can further customize email templates and delivery options from the Transactional Emails tab within the StoreFronts menu.

  • Click on Delivery options to open the editor and configure the display settings for each email template.

• Testing and Troubleshooting:

  • If you encounter issues with email notifications, refer to the Storefront Communications FAQ for common questions and solutions.

By following these steps, you can successfully configure proactive email collection in your storefront checkout, ensuring that customer email addresses are captured efficiently.