Abandoned Cart Recovery Features Added to Payments and Orders

TL;DR

HighLevel added several new features for abandoned cart recovery within Payments and Orders. Users can now view, filter, and export abandoned orders, and set up automated recovery emails. Agency owners should review if they use HighLevel's e-commerce features for their clients.

Who this affects

This update affects agencies and SaaS entrepreneurs using HighLevel's e-commerce functionalities. Specifically, those who use the Payments and Orders section for managing checkouts and sales. If you or your clients process sales through HighLevel's native e-commerce, this impacts your operations. HighLevel has not confirmed who is specifically affected by this update beyond e-commerce users, or if it is gated by plan level.

What changed

HighLevel has introduced several new capabilities for abandoned cart recovery:

• Users can now view all abandoned orders directly within the platform.
• There is functionality to export abandoned orders for external analysis or record-keeping.
• Filters are available to sort checkouts by their email status, allowing users to quickly identify contacts with deliverable addresses.
• Users can filter checkouts based on their recovery status, indicating whether an abandoned cart has been recovered or is still pending.
• Filtering options include a date range for checkouts, useful for analyzing performance over specific periods.
• Automated email notification templates can be configured to prompt customers to complete their purchases.
• Users can set specific send delays for these recovery emails, customizing the timing of outreach.
• It is now possible to inspect customer profile details alongside the recovery email logs, providing context for communication. HighLevel has not confirmed if this replaces or breaks existing functionality, nor has it confirmed any limits, plan gating, or its rollout status.

Where to find it

The new features are located within the Payments and Orders section of HighLevel. HighLevel has not published a more specific navigation path yet. Based on the functionality, expect to find these options within the order management or checkout settings areas within Payments and Orders.

How agencies will use this

An agency can leverage these new features to improve e-commerce recovery for their clients. For instance, an agency managing an online store for a client selling digital courses can now navigate to 'Payments and Orders' in the sub-account. From there, they can view a list of all abandoned checkouts. They can filter these checkouts to see only those with a specific 'email status' or 'recovery status,' identifying potential lost sales. The agency can then configure an automated email workflow for abandoned carts. This involves setting up a new template for a recovery email, perhaps offering a discount, and then specifying a send delay, like 30 minutes after abandonment. When a customer abandons a cart, HighLevel will automatically send the configured email. The agency can then inspect the customer's profile and the recovery email logs to track outreach effectiveness.

Our take

This is a standard update, not a major platform shift. It adds necessary features for agencies operating e-commerce within HighLevel. While it doesn't represent a 'game-changer,' it provides functional improvements that streamline abandoned cart recovery. It's a solid, incremental improvement for those specifically using HighLevel's native e-commerce capabilities. If you don't use Payments and Orders, this update is not relevant to your current operations.