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Capture NetSuite Abandoned Cart data to your Marketing Automation solution

Let's set it up!

To capture your NetSuite abandoned cart data try using a Customer Saved Search in your integration.

There are a few ways to accomplish this setup so we will explore a few scenarios.

Scenario 1:

Watch a video on setup first which uses Drip for NetSuite.  This same process can also be applied to any Marketing Automation solution like Mailchimp, Constant Contact, Delivra or others using NetSuite to drive the abandoned cart records into their eCommerce email platforms.

Check out this great flow for your shopping cart abandonment workaround using Drip (works also for Constant Contact, Act-On, Mailchimp and other solutions which use list marketing automation series).

  1. Create a workflow inside of Drip for those who flow over in the integration.
  2. Create a NetSuite Customer Saved Search who have left items in their cart (with a sub-total greater than zero) inside of NetSuite.
  3. Place Saved Search into Step 1 of your integration
  4. Sync those customer's email addresses to a Tag inside of Drip which will be triggering the first "Come Back" series for the product they left in the Shopping cart.

 

Drip and Magento Integration Screenshot

Drip_to_NetSuite_Flow___Creately.png

For Abandoned Cart syncing best practice is to create a separate Sync Profile just for this flow.

Saved_Transaction_Flow__2_.png

Scenario 2:

Check out this great flow for your shopping cart abandonment workaround using Mailchimp (works also for Constant Contact, Act-On, Drip and other solutions which use list marketing automation series).

  1. Create an automated series inside of Mailchimp.
  2. Create a NetSuite Customer Saved Search who have left items in their cart (with a sub-total greater than zero) inside of NetSuite.
  3. Place Saved Search into Step 1 of your integration
  4. Sync those customer's email addresses to a list inside of Mailchimp which will be triggering the first newsletter (by using a "when a subscriber joins this list" automation.

The best practice here for the above scenario is to also use a field (Customer Ordered) on the Customer Record to capture the fact that they have an order.  You can source this from the Order Object.

When this field changes from "False" to "True" then it can change the ending Automation Trigger in Mailchimp you've set up to stop the series.

As a best practice, be sure the Sync Profile is syncing to the List in Mailchimp where the automation is set as Saved Searches sync to Groups then also places the member into a List which is the Master List named in Step 2 of the Sync Profile.

For Abandoned Cart syncing best practice is to create a separate Sync Profile just for this flow.

Scenario 3:

The List in Mailchimp could be called Abandoned Cart and then the new record which lands in the List can have an automation on it as automation in Mailchimp only fire on Lists, not Groups.

Here's an example:

As for the NetSuite Customer Saved Search just create a Customer Search and then create a filter in the Saved Search:

Shopping Cart: Date last item added (X days or greater)
Shopping Cart: Subtotal (greater than 0.00)

So the idea is that all abandoned carts from clients signed in will get added to the "abandoned cart" search after 2 days. When the list syncs again, they will get added to the Mailchimp Tag "Abandoned Cart", which should immediately trigger an email to be sent reminding them to finish the purchase.

Watch a quick video on setup.

If you need any assistance in reviewing your Sync Profile please visit us here today for a review.

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