When a checkout stalls, this workflow sends a helpful reminder, branches on purchase status, and offers support or an incentive only when the first nudge does not convert, recovering revenue without email fatigue or leaking discounts to people who would have bought anyway.
At a glance
| |
|---|
| Trigger | Checkout abandoned |
| Channels | WhatsApp |
| Templates | 3 (reminder, help Flow, final) |
| Typical cycle | 24 to 48 hours |
| Platforms | HubSpot, Stripe |
What this workflow does
Shortly after a cart is abandoned, the shopper receives a reminder showing the reserved items. If they still have not bought, a support-first Flow asks what is holding them back, so an objection can be resolved by a human rather than papered over with a discount. A controlled incentive is offered only as a later step, and the workflow exits the moment Stripe confirms a purchase.
What you will need
- An abandoned-checkout signal synced to HubSpot
- WhatsApp templates for the reminder, a help Flow, and a final message
- Stripe connected, with a webhook on successful purchase
- An optional, capped discount code for the incentive step
Workflow steps
- Trigger checkout abandoned event.
- Send reminder (around 1 hour) show the reserved items and a complete-order link. Hold the incentive back at this stage.
- Wait and check purchase if Stripe confirms a purchase, exit immediately.
- Send help Flow ask what stopped them (price, delivery, payment, a question) and route objections to a human where useful.
- Controlled incentive only if still unconverted, send a capped, time-limited code.
- Final message one last reminder, then end. Exit on purchase at any point.
WhatsApp templates
tmpl_cart_reminder cart reminder with image header and offer strip (Marketing category)tmpl_cart_help what-is-holding-you-back Flow (Utility category)- Final reminder template
Tips and gotchas
Lead with help, not a discount. A support-first rescue protects margin by reserving incentives for the carts that genuinely need one, which keeps discount leakage down.
