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Recover abandoned checkouts

Set up a WhatsApp reminder for customers who begin checkout but do not complete an order.

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Before you start

  • Connect your Shopify store to YCloud.
  • Prepare an approved WhatsApp template for checkout recovery. Use a clear action that takes the customer back to their checkout when appropriate.
  • Select the WhatsApp Business phone number that will send the reminder.

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Configure the workflow

  1. In YCloud, go to Integrations > Shopify > Shopify Journey. Open the checkout-abandonment workflow.
Shopify Journey page showing the Checkout abandon workflow
  1. Configure the message:
    • Sender: the WhatsApp Business phone number that sends the reminder.
    • Send template: the approved WhatsApp template to send.
    • Send after: the delay after the customer starts checkout.
    • Filter: optionally filter buyers who place an order after checkout abandonment.
Checkout abandon workflow settings for sender, template, delay, and buyer filter
This recovery flow waits for the delay you set, then sends the selected template.
Template configuration with the Checkout link Shopify attribute selected
  1. Select Save, then activate the workflow.

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Review activity

Open Logs in the workflow to review message activity.

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Recommendations

  • Choose a delay that fits your typical buying cycle.
  • Enable the buyer filter when you do not want to remind customers who have already placed another order.
  • Keep the template concise and make the next action clear.

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Frequently Asked Questions

The workflow begins when Shopify records that a customer has started checkout. YCloud waits for the delay you configure before sending the reminder.
Yes. Enable the filter for buyers who placed an order after checkout abandonment. Before sending, YCloud rechecks the checkout record and applies this filter when it is enabled.