Using Track & Engage to automate re-engagement and shopping cart recovery campaigns

Have you just sent your list a newsletter linking to your site? Track and Engage can track your E-goi contacts and find out what they do (adding items to basket, downloading files, etc.). This allows any online store to easily automate cart abandonment campaigns and win back walkout customers!

Using Track & Engage on your site is quite simple. Got any experience with Google Analytics? Pretty much the same thing:

1) Before we get started, you must tell us what your site is ;) . So, if you haven't done it already, head over to your user menu (upper right corner), choose "Account information", type in your website address under "Website" and save your changes.

2) Now let's enable Track & Engage (you only need to do this once). Click the "Apps" menu and hit the red button right next to "Track & Engage". Wait until it turns green.

3) Almost there! Once Track & Engage has been enabled, it's time to set it up across your site. Simply go to the "Web" menu and click "Track & Engage". A settings page will come up. Scroll down to "Domains", enter your site URL and hit "Add". Next, copy the HTML code snippet we provide and paste it in your site's source code. Placing it in the footer should do - if you put it somewhere else, just make sure it's loaded everytime a visitor browses your site!

4) Go to the code you just pasted, delete the lines containing setListId, setSubscriber and setCampaignId and save the changes to your website.

Done! From now on, every campaign you get out the door using E-goi will fall under Track & Engage's watchful eye :)


 

Auto-sending a campaign to contacts who visit a specific page on your site

With Track & Engage logging your E-goi-based site visits, connecting with those folks is easy enough. Just set up goals:

1) Go to the "Web" menu and choose "Track & Engage". Under "Automatic goals", provide your goal with a name (eg. "contacts who visited my product pricing page") and tick the "Visits a URL" option. For the goal condition, choose "Contains" and type in a word which is always part of your pricing page URL (eg. "pricing"). Under "How many goal conversions per visit?", select "Only one" (so the goal is met as soon as the contact sees the page for the 1st time). Then hit the "Add" button and save this goal.

2) Done! All you need to do now is creating an Autobot (auto-responder) which doles out a targeted campaign based on the "Track & Engage" trigger. Make sure that trigger is set with the "contacts who visited my product pricing page" goal you created in the previous step. Then place a "Wait" action right underneath the trigger and set it to wait, say, 1 hour. Lastly, place a "Send campaign" action after your "Wait" action and create a really nice, engaging mailing telling the contact you noticed them browsing prices and whether you can be of assistance!


 

Recovering abandoned carts

If you've got an online shop, you'll just love this:

1) Go to the "Web" menu and choose "Track & Engage". Under "Automatic goals" provide your goal with a name (eg. "contacts who added items to cart") and tick the "Visits a URL" option. For the goal condition, choose "Contains" and type in a text which is always part of your URL when people add items to the basket (eg. "checkout/add"). Under "How many goal conversions per visit?", select "Multiple" (as the contact may add multiple items to their cart - which means multiple visits). Then hit the "Add" button.

2) Let's add another automatic goal, this time for actual buyers. Name it, say, "contacts who purchased" and follow the same steps above, except the "Contains" condition will have a text which is always part of your URL when people complete their purchase (eg. "checkout/purchasecompleted"). Save this second goal.

3) Great! Now create a segment matching anyone who meets that "contacts who purchased" goal (you'll find it under the "Track & Engage goals" criteria). Save this segment with the same "contacts who purchased" name.

4) Nearly finished! Create an Autobot (auto-responder) which doles out a targeted campaign based on the "Track & Engage" trigger. Make sure that trigger is set with the "contacts who added items to cart" goal you created in step 1. Then place a "Wait" action right underneath the trigger and set it to wait, say, 1 day. Next, add a condition based on the "contacts who purchased" segment. For the condition's "No" (ie, anyone who DID NOT complete their purchase), add a "Send campaign" action and create a really nice, engaging mailing telling the contact they still got items in their cart! For the condition's "Yes" (ie, anyone who DID complete their purchase), add another "Send campaign" action thanking them for their business :)


 

Can I do full ecommerce tracking across my shop using Track & Engage (orders, sales, etc.)?

Yes, although this is something more advanced which should be set up by your site's developers! They'll need to define manual Track & Engage goals - let them have a gander at our technical documentation.