Hubspot Cart Abandonment

How to set-up your Hubspot Cart Abandonment so you can trigger emails to your drop-offs. You can find out more about TickX Cart Abandon here.

Note: Before you get started you need ensure that your from email is approved and authenticated; Verify Email Address. Also, that you have transactional email add-on enabled within your Hubspot platform; Transactional Email Hubspot Guide.

1. Go to Cart Abandonment > Integration Settings > Hubspot > Activate Integration
2. Add Integration Setting Details
3. Enter Access Token
   • Login to Hubspot
   • Go to Settings > Integrations > Private Apps
   • Create Private App
   • Add Name & Description 
   • Scope - select the following scopes - Create App
     • crm.lists - READ & WRITE
     • crm.objects.contacts - READ & WRITE
     • [crm.objects.deals](http://crm.objects.deals) - READ & WRITE
     • crm.objects.line_items - READ & WRITE
     • settings.users - READ & WRITE
     • e-commerce - REQUEST
     • transactional email - REQUEST 
   • A new API token will be created → add this into Access Token field in TickX IQ
4. Add Sender Name - This is the 'From Name' you would like your emails to come from
5. Add Sender Email - This is the 'From Email' you would like your emails to come from
6. Toggled Active On - Save. Your Integration is now set-up.
7. Add New Email > My Email > Add Email
8. Add your email name - as you can have multiple cart abandon emails set-up, this is a way to differentiate the email trigger list. E.g. Cart Abandon - All Users
9. Add Template ID
   • Go to Marketing > Email > Create Email > Regular > Add in all of your required content
   • We have some essential merge fields that need to be added into your template so that we can report effectively and customers are presented with the relevant flow.
     • {{custom.TICKX_TRACK_PIXEL}} This is to ensure we can report on the Cart Abandon data effectively. We recommend to add this as hidden text at the bottom of the template.
     • {{custom.FLOW_URL}} Add this merge fields as your CTA button link/URL.
     • {{custom.TICKX_UNSUBSCRIBE_URL}} This allows drop-offs to opt-out of receiving any further Cart Abandon notifications
   • We have some additional merge fields which can be added to your templates to provide some individualised information to your customers. 
     • {{custom.FNAME}}
     • {{custom.LNAME}}
     • {{custom.MC_PREVIEW_TEXT}}
     • {{custom.BOOKING_DATE}}
     • {{custom.BOOKING_NAME}}
     • {{custom.BOOKING_VENUE}}
     • {{custom.TICKET_TYPES}}
     • {{custom.RESTAURANT_RESERVATION}}
     • {{custom.ORDER_SUMMARY}}
     • {{custom.ORDER_SUMMARY_RAW}}
   • Save your template > Template ID in URL > Copy this into TickX IQ field

   • Set the subscription type to Transactional

   • Save email as Single-Send API
10. Add Subject
11. Add Preview Text
12. Add Cool Off period This is the number of days to wait before the same contact is sent the initial email again - preventing multiple emails if someone visits and drops-off multiple times
13. Add Send Time This is how many hours you would like to trigger the email either after drop-off
14. Add Default Purchase Flow URL This is the Purchase Flow you would like your drop-offs to be directed to from the CTA button
15. Return User to Same Flow If you toggle this setting on then drop-offs will be directed back to the specific flow that they left when they click the CTA button
16. Advanced Options 
    • You can segment who receives content based upon our Advanced Options
    • For example; you might have different content to send customers who dropped-out of an event that is happening in one day attending from those looking to attend in 6 months. These advanced options allow you to trigger more specified content to your drop-offs.
17. If you want to send a test before toggling to Active > Save > Go to Actions > Send Test Email
    • Enter the email you would like to send the test to
    • If the email is set-up correctly you will get a copy of the email in your inbox
    • If there are any issues you will receive a TickX email highlighting the error
18. Once you are happy > Go to Actions > Edit > Toggle Active On > Your email will now start triggering once the criteria is met.