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From Abandonment to Action: Recover Lost Revenue with Real-Time Triggers

Recover revenue before it disappears. Use triggers and AI-powered dialogues in BlueConic to recognize when a shopper is about to leave your site and respond instantly with the right message.

Updated this week

The AI Dialogue Agent helps you craft tailored offers based on cart value, product type, or browsing behavior to re-engage shoppers and increase conversions.

Focus area

Ideal for

Difficulty

Key success metric

Cart abandonment

Ecommerce and retail brands

Intermediate

Revenue recovered from abandoners

Skills required

  • Familiarity with creating Listeners and Dialogues in BlueConic

  • Understanding of cart tracking and ecommerce data layers

  • Ability to configure export Connections to ESPs or ad platforms


Before you begin

To get the most out of this setup, make sure you can track cart activity and funnel progression in your site data. You’ll also need to have the AI Dialogue Agent turned on in your tenant, and access to export Connections if you plan to follow up through email or ads.

Use this 8-box to align your goals, target audience, and measurement plan:

1. Define your objective: Trigger timely messages to recover revenue when shoppers leave without checking out.

2. Identify your target audience: High-intent visitors who started to purchase but didn’t finish.

3. Review Existing data: Make sure you’re collecting cart totals, item details, funnel steps, and timestamps.

4. Data gaps: Look for missing tracking, consent, or product info that could block activation.

5. Segment definitions: Build segments based on recent abandonment or funnel exits.

6. Identify stakeholders and key hands-on resources and outline your marketing program: Identify which teams you will engage to execute this use case. ESP managers, teams who will set up Listeners and Segments, create creative content, configure Dialogues, and create Dashboards.

7. Consider activation options: Use on-site Dialogues to capture shoppers' attention.

8. Measurement: Cart recovery conversion rate, Revenue from abandoners


Create Profile Properties

Start by creating the properties that will store key behaviors like cart value, items viewed, and timestamps. These power your segments and personalized messages.

  1. Go to Profiles > Profile Properties.

  2. Create:

    • cart_total (Decimal)

    • cart_items (Text)

    • product_type (Text)

    • abandon_timestamp (DateTime)

    • funnel_entrance (DateTime)

    • busy_with_funnel (Text)


Gather Data

Option 1: Gather data with GA 4 Cart Listener and Abandoned Cart Connection

The GA4 listener and Abandoned Cart Tracker Connection work together to help you identify and recover abandoned carts. As users browse your site, BlueConic creates profiles and tracks their activity with a global listener that logs the time of their last page view. When someone adds a product to their cart, the GA4 listener captures that add_to_cart event and stores the cart contents in the profile using a JSON string.

It also tracks when users remove items or begin the checkout process. If the user completes a purchase, the GA4 listener looks for a checkout event and clears the cart from the profile. But if there’s no purchase and the cart has been inactive for a certain amount of time, the Abandoned Cart Tracker flags the profile as abandoned. It then adds a timeline event to mark the abandonment.

Install both the Google Analytics 4 cart event listener and the Abandoned Cart Tracker Connection plugins to your BlueConic tenant. By default, these plugins are not installed in BlueConic.

Install the GA 4 Global Listener plugin

  1. BlueConic settings > Plugins> Add plugin

  2. Check your event naming (like add_to_cart, begin_checkout).

Note: For this listener to work properly, the structure of cart events and data must comply with Google Analytics 4 naming standards.

Install the Abandoned Cart Tracker Connection plugin:

  1. BlueConic settings > Plugins> Add plugin

Create the connection:

  1. Go to Connections > Add Connection and search for Cart abandonment

  2. Name and save the connection.

  3. Configure inactivity measurement: Under Update profiles, select Inactivity measurement.

  4. Choose the segment (default is All Visitors).

  5. Set a time frame (e.g., 180 minutes of inactivity).

  6. Select profile properties:

    1. Cart data (JSON string)

    2. Cart change timestamp

    3. Abandonment timestamp


Option 2: Gather Cart data with Connections

If cart data lives in your ecommerce backend, bring it into BlueConic with a Connection. This lets you personalize based on actual product details.

  1. Go to Connections > Add Connection.

  2. Choose your ecommerce platform.

  3. Name your connection.

  4. Set up and run: authenticate your connection by entering API keys and secrets as required

  5. Set up an Import Profiles goal.

  6. Map in cart contents, totals, and product type.

  7. Add the connection to any required Objectives.

  8. Check the box next to the export goal. Save.

  9. Click Run now to initiate the connection and verify successful record creation in BlueConic


Create audience segments

Now use the data you’re collecting to target people who abandoned carts or left the funnel.

  1. Go to Profiles > Segments.

  2. Create a segment called Recent Cart Abandoners:

    • abandon_timestamp in the last 3 hours

    • cart_items is not empty

    • purchase_complete is not true

  3. Add optional filters:

    • cart_total > 100

    • Specific product_type

  4. Click Save.


Create the dialogue

Use the AI Dialogue Agent to build a message that triggers right before someone leaves the site. This is where you start recovering lost revenue.

  1. Go to Dialogues > Add Dialogue > Lightbox.

  2. Who tab: to your abandoner segment.

  3. When tab: to "Exit intent."

  4. Where tab: select cart and checkout pages.

  5. What tab: Click Place on this page, then Edit.

    1. Click the AI icon to open the agent

    2. Use the AI to create personalized content. Ask it to create your lightbox, give it your brand guidelines, and refine based on the output.

    3. Make sure to include a redirect link back to cart or checkout

  6. Why tab: Click Add Conversion moment, select URL, and add in the order confirmed URL.

  7. Optimization settings: For this use case, set the control group to 0% if you want to target all visitors within the segment.

  8. Add Dialogue to any required Objectives.

  9. Turn the dialogue On and Save your settings.


Configure an export Connection

Want to follow up off-site? Use an export Connection to send your abandoner segment to email or ad platforms.

  1. Go to Connections > Add Connection.

  2. Pick your ESP or ad platform.

  3. Set up an Export Segment goal.

  4. Use the same abandoner segment.

  5. Map key fields: cart contents, product info, email address.

  6. Add the connection to any required Objectives.

  7. Check the box next to the export goal. Save.

  8. Click Run now to initiate the connection and verify successful record creation in your ESP.


Testing and validation

Before going live, double-check that all parts are working:

  1. Use the Simulator to test funnel tracking.

  2. Confirm the Dialogue appears on exit intent.

  3. Check segment counts and profile values\

  4. Review export logs for any issues.


Measure your success

Create an Insights Dashboard to Measure Success

Report on use case success with Dashboard Insights of your campaign by tracking key performance indicators.

  1. Select Insights> Add dashboard.

  2. Name the dashboard: e.g., Cart Abandonment.

  3. Click Add insight and choose the Dialogues Table Insight.

  4. Use the Text filter (e.g., "Cart Abandonment") to display relevant dialogues.

The Insight table will show views, clicks, and conversions for your dialogues.

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