Abandoned Carts

Our Abandoned Cart feature helps you reconnect with prospects who were interested in becoming tenants but didn’t follow through with a rental. Every night, we check if they became tenants, and if not, our system automatically sends follow-ups via email, SMS, and/or Voice - using saved information like the unit size, price, and location they were interested in.

 You can schedule these follow-ups to go out anywhere from 1-30 days after the lead is created, giving you plenty of options for how and when you reach out. Plus, swivl automatically handles replies, and if the prospect wants to chat with a real person, we’ll alert your team for a smooth handoff. You can also sweeten the deal with promotions like discounts or free months to win them back.

Sequence cadence

You can set up multiple sequences to continue your outreach as necessary. Here is the cadence for every sequence. Each sequence can have its own settings, including choosing which channel(s) used for outreach and custom messaging for each sequence. 

• 1 Day
• 2 Days
• 3 Days
• 5 Days
• 7 Days
• 10 Days
• 14 Days
• 30 Days

Selecting Your Sequence(s)

Once you've decided on the cadence of your abandoned cart sequences, you'll need to turn those on. Navigate to Sequence Settings and choose the sequences you want to include. 

1. Select "+ Add Sequence"

2. Select "Abandoned Cart"

3. Select "Add" for the sequences you want to make available in your settings. Once these are added, you can always turn them off from the Sequences section of Cortex. 

 

Turning on Your Sequences

Once you've selected the sequences you want to include, it's now time to set up each sequence to match your preferred settings. Remember to choose these settings for every sequence you added for Abandoned Carts.

1. Navigate to Property Manager > Cortex > Sequences > Abandoned Carts

2. Decide on the first two settings

• Send Email Receipt - every time the sequence run, an email will be sent to you as a record for each customer that it reaches out to. The email(s) this send to can be managed under the Leads section in Studio. For more information on Email Receipts, see this article. 
• Use Shortlinks - when sending URLs via SMS, long links can get in the way. This feature shortens the link into something much more manageable. We recommend always using shortlinks. 

3. Choose the correct settings for each sequence. 

• By default, this is set to "Simulated". This essentially means the sequence is running in the background, but no messages will go out to real customers. This allows you to see examples of how real life data will trigger the sequence once you make it live. 
• "Disabled" which will turn the sequence off completely and won't run in the background
• "Enabled" - this turns on the sequence and our automation will reach out to real customers. Only select this option once you've reviewed your settings and are happy with the simulated results.