Fixing the Shopify Checkout for more WhatsApp Opt Ins
First things first, if you're using WhatsApp cart recovery and your checkout looks like this, you're going to get very few opt ins.
Enhancing the Shopify checkout with one small click
Instead, follow these steps to change it
Go to Shopify settings
Select Checkout Tab on the left
Change the "Customer contact method" to "
Phone number or email"
Now, your checkout will look like this
Setup Checkout Abandonment in Spur
Create a Workflow
Select the Abandoned Checkout Template
Understanding the Checkout Started Trigger and Exit Conditions to avoid spam
Now click on the trigger, to open its settings. The trigger is always colored in green on spur, for you to differentiate the starting point of any workflow easily.
You'll notice the following exit
You'll notice the following two exit conditions by default here
If the customer started checkout but placed order, you don't want to send them cart recovery. This exit condition checks if the customer placed an order before executing every step
Other things you wouldn't want is customer checked out 3 times and got same cart recovery 3 times, so flow won't trigger if they already got a cart recovery in last 7 days
Both the above two exit conditions are important, otherwise it'll be a spammy experience for your customer
Create WhatsApp templates that convert
The rest of the flow is up to you, Spur gives you the ability to:
get the cart price
product names
images of products in the cart
the abandoned checkout URL
And much more for you to be able to send personalized and targeted messages and improve your cart recovery rate.
FAQs
Email is compulsory for me, can i collect both number and email?
Yes, the first thing in this article is to enable either email or the phone option. So it's up to the customer to give phone or email.
Can I collect both email and phone?
Yes, you can change the contact field back to email and make phone compulsory in the address section. But remember, this way your phone opt ins will be low since phone is not the first field. That being said most of the folks have autofill enabled, so many times you do get both, its not that you wont get it at all!
If your customers are more like to convert via WhatsApp, keep an option for phone in the first field.
Email is compulsory for me, any other option?
Nope, FAQ 2 above is your best option then. But this way your email opt ins will always be greater than phone.
Conclusion
Always keep these there things in mind in setting up your cart recovery flow
Fix your Shopify checkout and collect numbers in the first step
Use order placed exit condition so that folks who placed order don't get a message
Also use the 'been in flow' exit condition to again ensure you don't spam your customers (and also burn your pocket while doing that)
Focus on delivering some value in the message templates you send, if your message simply is asking the customer for their money, they wont buy.