SendGrid Cart Abandonment

How to set-up your SendGrid 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 emails enabled within your SendGrid platform; Transactional Email SendGrid Guide.

1. Go to Cart Abandonment > Integration Settings > SendGrid > Activate Integration
2. Add Integration Setting Details
3. Enter API Key
   • Login to SendGrid
   • Settings > API Keys
   • Create API Key > Add Name > Full Access > Save
   • A new API Key will be created → copy and add this into API Key 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. Toggle 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 SendGrid > Email API > Dynamic Templates > Create a Dynamic Template > Build your template
     

   • Copy Template ID → add this into Template ID field in TickX IQ
   • 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.
     • 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.
     • Add this merge fields as your CTA button link/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.

     • In the fields Preheader & Subject add in the merge field then you can make any edits to the content within TickX IQ and this will be merged in.

       
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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.