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- Click & Collect System
- Features
- 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
New
Abandoned cart follow-up
Abandoned carts
| Subtotal | Item count | Abandoned at | Recovery stage | ||
|---|---|---|---|---|---|
| lb@example.com | 160 | 37 | 26 Oct | Stage1_1hr | |
| xy@example.com | 190 | 2 | 17 Oct | Stage2_24hr | |
| wu@example.com | 590 | 3 | 22 Oct | Stage3_72hr | |
| mj@example.com | 850 | 26 | 15 Oct | Stage1_1hr | |
| av@example.com | 860 | 30 | 23 Oct | Stage2_24hr |
6 of 6 records
lb@example.comAbandoned carts · AC-32608
Stage1_1hrSubtotal160
Item count37
Abandoned at26 Oct
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.