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  1. Click & Collect System
  2. Features
  3. Cart and customer activity
Feature · Cart and customer activity

Cart and customer activity

Follow cart and customer activity through the records and decisions your team uses each day.

OverviewAbandoned cart follow-up
Click & Collect System · Cart and customer activity

Abandoned cart follow-up

Abandoned carts

New
EmailSubtotalItem countAbandoned atRecovery stage
lb@example.com1603726 OctStage1_1hr
xy@example.com190217 OctStage2_24hr
wu@example.com590322 OctStage3_72hr
mj@example.com8502615 OctStage1_1hr
av@example.com8603023 OctStage2_24hr
6 of 6 records
lb@example.comAbandoned carts · AC-32608
Stage1_1hr
Subtotal160
Item count37
Abandoned at26 Oct
Example screen with sample data

What you can do

Start with the operating record

A shopper starts a storefront session and adds a priced variant to a cart. The cart records its catalog, currency, status and last activity. Its items preserve quantities and unit prices for the current shopping decision. Use the cart token to identify the current cart and check its catalog before inspecting items. Each item points to a variant and carries the quantity and unit price chosen at that time. A store session can supply the source of the visit; an abandoned-cart record holds the recovery stage and any linked recovered order.

How the work is organized

  • Current cart. Read the cart status and last activity before interpreting a shopper’s item list.
  • Selected items. Compare each cart item’s variant, quantity, and stored unit price with the intended purchase.
  • Follow-up link. Use the abandoned cart’s cart and recovered-order references to trace any later purchase.

What to agree during setup

Marketing staff agree which recovery stage deserves attention and how to treat a recovered or unsubscribed cart. Customer identity and contact preferences should be checked before any follow-up is prepared. Decide when staff treat a cart as Abandoned and who reviews its recovery stage. Agree how the Marketing Manager handles a shopper who has not accepted marketing. Test an anonymous cart and a cart linked to a customer, then check the catalog, currency, and variant on both. Use the recovered-order reference before counting a later purchase as a recovery.

Check the handoff on an actual case

A shopper leaves after adding an item but before placing an order. The marketing manager looks at the abandoned cart stage, subtotal, item count and abandoned time, then checks the linked customer record. If the shopper later purchases, the recovered order link gives the team a way to connect the follow-up to the resulting sale. Ask the next role to find the same case from its linked record and explain the current decision. Keep the order number or catalog code visible in the handoff so a change is applied to the intended transaction.

Repeat the check with a second case whose status or linked record differs. Have the responsible role explain the correction and confirm that the next person can see the result in the same records.

What your team sees

  • Cart activity — Carts in Active or Checkout status with their last activity and customer link.
  • Abandoned cart follow-up — Abandoned carts grouped by recovery stage and time.

Follow the work through

See the storefront order cycle and implementation for a pilot that connects this work to the rest of the order.

What it keeps track of

Data model
Store sessions
Each record is one visit to the storefront, used to see where shoppers come from and how they browse.
Carts
Each record is a shopper's in-progress cart, used to track what they're about to buy before checkout.
Cart items
Each record is one product added to a cart, used to see what a shopper is planning to buy.
Abandoned carts
Each record is a cart a shopper left without buying, used to follow up and try to recover the sale.
Customers
Each record is a person who has shopped or signed up, used to manage contact info and order history.
Customer wishlists
Each record is a product a customer has saved for later, used to see what shoppers want to buy.

Who uses it

Permissions
Marketing Manager
Reviews abandoned-cart follow-up.
Customer
(external) works with their cart and saved items; Merchant Owner checks catalog and commercial exceptions.

Set up Click & Collect System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started