How to Setup EDD Mailchimp Abandoned Cart WordPress Plugin

In this documentation, we provided all the setup and installation instructions you need to do, to prepare for the EDD Mailchimp Abandoned Cart WordPress Plugin. If you haven’t acquired the EDD Mailchimp Abandoned Cart WordPress Plugin yet, please also visit the plugins’s download site.

 

EDD Mailchimp Abandoned Cart WordPress Plugin

In order for this plugin to work correctly you will need the following:

 

To get a thorough presentation on how to set up and install the plugin, please watch the video or read thoroughly, the step by step documentation below. Rest assured that you only need to follow the steps written below and you’ll be able to set the plugin up in no time.

https://www.youtube.com/watch?v=hXkoFhz9w3M

 

1. The Plugin’s Objective

The objective of this plugin is to increase the sales conversion rate of your digital products store powered by Easy Digital Downloads. The way to achieve that is to target and convert abandoned carts into sales.

Customers who already entered the product into a shopping cart are more likely to buy compared to finding new and untested customers. It is therefore a good idea to target those leads and setup an email series to try to get abandoned cart customers to follow through with their purchase intent. Hence, the need of a plugin, which triggers such workflow and sends abandoned cart customer data to Mailchimp, to then use the automation processes of Mailchimp to send the email series needed for this workflow.

In conclusion, that is what you can expect out of acquiring the plugin for your website. For the moment, the plugin only sends customer data to Mailchimp when the purchase value of the cart is bigger than zero.

 

2. Setting up Account and API Key in Mailchimp

In Mailchimp, we will use the abandoned cart automation process. The first thing to do is to create a Mailchimp account and connect it with your Easy Digital Downloads (EDD) store. For this, you will need to create an API key in Mailchimp so that your Easy Digital Downloads Site can be connected to your Mailchimp Account.

Best is to create a new API key in Mailchimp as follows:

a) Create/Login into a Mailchimp Account

b) Select the Menu below your profile section and choose “Account”

 

c) Select Extras / API Keys

 

d) Create a new API Key by selecting the grey button bottom left “Create key”

Now you will have your Mailchimp API key ready. Please take note to copy the key to a safe place or have it ready otherwise, as we will need to enter the API key in the plugin’s settings once installed.

 

 

3. Create Email List with Discount Code Field

To organize and categorize your clients, we recommend creating a separate email list for prospective clients who came in via the Abandoned Carts process and keep them separate from your normal subscribers. For this, you will need to create a new email list which also contains a merge field to store the customer’s discount code.

a) Go to Lists and Select the dark grey box “Create List

Then confirm you want to create a list and not a group.

And fill out the required form to create your “Abandoned Cart Email List

 

b) With our plugin, we will create a unique and time-limited discount code to motivate prospective customers to follow through with their intended purchases. We also will limit the time period in which this discount code can be used in order to create “scarcity” as motivation and reason to complete their purchase.

This code is personal and unique for each prospective customer. Therefore, we will store one Discount Code per prospective customer in the Mailchimp email list. Now, the only thing you will need to do is to decide where the time limited discount codes will be stored in Mailchimp.

The discount code is customer specific and will be stored in your Mailchimp email list. In Mailchimp, you will need to create a new list field where the discount code can be stored. Go to the Lists menu and select your newly created “Abandoned Cart Email List”. Then select the Settings menu and choose “List fields and *|Merge|* tags“. Then choose “Add A Field“.

 

4. Configuring the EDD Mailchimp Abandoned Cart WordPress Plugin

Your Mailchimp Account is now ready to be connected with your Mailchimp Abandoned cart WordPress Plugin.

a) Now install the EDD Mailchimp Abandoned Cart WordPress Plugin in your Easy Digital Downloads website. You can simply upload the plugin via File upload or via FTP into the plugin folder.

b) Activate the plugin and go to Downloads / Settings / Extensions / EDD Mailchimp Abandoned Cart

EDD Plugin WordPress Abandoned Cart Mailchimp
EDD Plugin WordPress Abandoned Cart Mailchimp

 

A) Mailchimp Settings

Now we will configure the plugin in order, that customer data for each abandoned cart containing products with a value larger than zero is sent to Mailchimp.

i) We enter the Mailchimp API Key which we generated in section 2) d), the one you saved or set aside, to establish the connection between your EDD store and your Mailchimp account. Enter the API key you have obtained and press “Save Changes“.

ii) You will need to create a store in your Mailchimp account, which has to be connected with your Website. You can only create this store by using this plugin. For this follow the link just before “Manage your Stores“. You will be taken to a new page where all your eCommerce stores connected with your Mailchimp Account are listed. We need now to create a new store linked to the URL of your EDD store:

  • Choose the list of your Abandoned Cart email list you have created in section 3
  • Give the store a name

Once created, your store together with the URL will show up in bold in your list of stores

Important: In case you face any problems, simply disconnect the Store and re-create your store until your website is connected with the correct email list.

Once completed push the “Go Back” Button to finish the setup in the plugin’s settings page.

iii) Subscriber Status: Select “True “to avoid any problems with emails not going out. Selecting False might also work, however, we have not tested it yet.

iv) EDD Cart Token Expiry: When the user receives an email, it contains a link to the checkout page with the saved shopping cart. This link will only recover the shopping cart for as long as the cookie in the user’s browser is available. Therefore, you need to define the cookie’s expiration time. We recommend to set it between 3 and 7 days (default).

v) Please also press the button “Sync Best Sellers” to sync your product data with Mailchimp. This allows Mailchimp to receive product data which can be used for adding a recommended product section in your Mailchimp email automation process.

Your store is now connected with Mailchimp and the data can be used for all the follow up emails during the abandoned cart email automation process.

 

B) Discount Code Settings

vi) Select switch to “ON” for creating personal and time limited discount codes on the spot. This motivates users to complete the purchase while the discount code is still active.

vii) The next step is to define in which merge field in Mailchimp your discount codes shall be stored. Now as your store is connected, the list of merge fields will be updated and you can simply select the Discount Code field you have created in Mailchimp before in which to store the personal discount codes.

Edd Mailchimp Abandoned Cart Discount Codes
Edd Mailchimp Abandoned Cart Discount Codes

viii) Set a Prefix – In EDD, you will have a list of Discount Codes which can become confusing to manage. In order to know from where a discount code originated, we have created a Prefix field. You can enter “ABC” (Abandoned Cart) or any other prefix you deem as appropriate. So, all your discount codes generated via this Abandoned Cart Plugin will contain this Prefix.

ix) Enter the discount code and the time limit you want to offer to motivate prospective customers to follow through with their intended purchase.

  • A discount code should offer a minimum of 10% to 20% discount on your products, to provide enough incentive for prospective customers to take your offer
  • A time limit is needed in order to create scarcity and urgency (making use of the phrase “better to purchase NOW as otherwise the discount code expires”)

So finally, the plugin is configured and all prospective customers abandoning their shopping carts in your EDD store will be automatically added to your chosen email list in Mailchimp together with their unique discount codes.

 

5. Creating an Abandoned Cart eMail Automation Series in Mailchimp

Now that we receive customer data in Mailchimp, we need to create an email automation campaign in Mailchimp to effectively send the emails to the prospective customers once they abandon their carts. To do this, follow the steps below.

a) Go to Mailchimp, Campaigns and select “Create Campaign”

b) Select, “Create an Email”

c) Select Automated, E-Commerce (or Featured), “Recover abandoned carts”

d) You will now need to choose the store (connected site) you have created before. You can either send a single email or a series of emails to your potential clients who abandoned their carts. Our observation shows that it is better to setup a Series of emails rather than just one email. So, we recommend you to choose “Email series”, then select your store and Enter the Name of your Campaign.

e) Now you will be sent to a page to configure your Abandoned Cart Email Series. You will get to this screen.

In Mailchimp you can add up to three follow-up emails simply by clicking the grey “Add Email” button.

Each Email is triggered through a defined event. For the first eMail, the trigger is linked to when the prospective customer is added to the list.

In above screen, select Edit Trigger above the First Email. If the process is running, first select the “Pause & Edit” Button to let the link appear.

You can now select the time delay for sending the first email. We recommend setting this within the first 24 hours, e.g. 1 hour after being added to the list (or abandoning the cart).

When you go back to the main screen, another important Menu are the Segment conditions. Click on the link to let the following Menu or page just like below to appear.

Here, we intend to target only prospective customers which have do not know us yet and have not purchased from us (new customers). We therefore select, that the Contact “has not purchased” from us before when selecting the field “Purchase Activity”. Save this Segment condition as well.

Going back to the Main Menu, we now want to design the follow up emails. Therefore, we select the Button “Design Email” (or first need to select Pause & Edit) to make the button appear just like what is shown below.

In the first Menu, you need to fill up and enter the internal name of the email, the subject line and a preview text as well as the sender information.

  • Email Subject: We recommend something like “We saved your cart for you” or “10% OFF your next purchase within the next 60 hours
  • Preview Text: This text is also shown as a preview to the recipient. Whatever complements your subject line should be entered here.

In the next screen, you can select the email template. In Mailchimp you must use one of the abandoned cart email templates. We recommend using the “Abandoned Cart with Product Recommendations” to maximize your benefit.

Now you need to enter text and fill up more content into the template, add your logo, images, and a field to display the customer specific discount code. You can then enter the merge field code as per section 3) b).

Below, choose or add the Product Recommendations to suggest alternative products to your prospective customers.

Don’t forget to press save and enter the main screen. Then choose to “Resume” your series so that the eMail becomes activated.

Then select “Resume All Emails” above, beside edit workflow settings, and your Abandoned Cart workflow is now fully setup.

 

6. Test it on your Website

After setting it all up and following the instructions above, you can now test and see if the Abandoned Cart eMail automation series works as intended.

First, select any product in your EDD store with the price bigger than zero, add it to your cart and go to the Checkout page. Ensure that the product is listed with the price bigger than zero for we only configured to capture abandoned carts with the total amount bigger than zero.

Enter then your email address on the checkout page without proceeding with the sale and see if the Abandoned Cart email arrives within the assigned delay time. Please note that in Mailchimp, it might need one hour to arrive as this is the minimum setting to send these kinds of emails once they are added to the list.

Once you receive the Abandoned Cart email, that means it is working as it should be. Now give yourself a pat in the back as you finally have successfully installed the EDD Mailchimp Abandoned WordPress Cart Plugin.

 

 

We hope this explanation was useful on how to setup the EDD Mailchimp Abandoned Cart WordPress Plugin. If there is anything that you’re confused about or if you run into any problems, please don’t hesitate to Contact us. We will get right to you and help you with the best we can as soon as possible.