The carts list
A cart appears in the list once it has sat untouched for 15 minutes, as long as it has an email address or a customer attached. A cart with neither can’t be followed up, so it isn’t shown. The list shows each cart’s:- Date
- Customer
- No. of Items
- Total
A cart behind a payment link isn’t an abandoned cart, so it never appears here. Whether the link has been sent and paid is shown on the order itself.
A cart’s details
Click a cart to open it. Alongside the items and totals you’ll see the cart’s Customer, Shipping, Billing and any Gift options the customer filled in. If a recovery email has gone out, the Details section says when. Under Actions you can:- Convert to order - turn the cart into an order (see below)
- Copy cart link - copy a link that reopens the cart, to send to the customer yourself
Recovery emails
Recovery emails and recovery tasks are set up under Settings > Cart & Checkout, and the email’s wording under Settings > Notifications. If automatic recovery emails are turned off, a cart with an email address shows a Send recovery email button instead, which sends a one-off reminder to that customer. Each cart is only ever sent one recovery email, and the send is recorded on the customer’s activity.Converting a cart to an order
Convert to order opens a panel that starts from everything the cart already knows:- Customer - the cart’s customer, with their reward tier and tags. If the cart has an email address but no customer, a new customer is created with that email.
- Billing Address and Shipping Address - the cart’s addresses are picked from the customer’s saved addresses where they match, or typed in for you where they don’t. A cart with no billing address uses its delivery address, and a cart with no address at all falls back to the customer’s default.
- Shipping Method, with optional Delivery Instructions of up to 120 characters
- Items - the cart’s lines, which you can adjust or add to
- Discount and Gift Options
pending, ready for you to take payment or send a payment link, and you’re taken straight to it. The cart is removed from the list.
