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Autoresponder configurations: email sequences for clients and card abandonments

emails, sequences, add to sequence, remove from sequence, cart abandonment, abandoned cart, rules, contact segmentation, clients, post-sale

Eduardo Stewart avatar
Written by Eduardo Stewart
Updated over a week ago

Learnybox allows you to automatically segment your contacts into different email sequences based on their actions on your payment forms. Two distinct autoresponder configurations are available:

  • Customers – users who successfully completed their purchase (confirmed order with valid payment).

  • Cart abandonments – users who filled out the payment form but didn’t complete their purchase.

How to Set Up Autoresponder Configurations

1. Access Your Payment Form

  • Navigate to Sales → Offers

  • In the Forms tab, select the form you wish to configure.

  • In the form's dashboard, open the Settings tab.

2. Configure Autoresponders

In the form’s settings, you’ll find two separate autoresponder options in the left-side menu:

  • Cart abandonment sequence:
    Adds contacts to a sequence when they fill out their details in the payment form but fail to complete their order. Use this to target and recover leads who abandoned their carts.

  • Customer sequence (payment confirmed):
    Adds contacts to a sequence only after a confirmed payment. Use this to trigger your customer onboarding or follow-up sequences.

3. Avoid Overlapping Sequences with Rules

To prevent customers from being enrolled in both cart abandonment and post-sale sequences:

Example Scenario

Let’s say a visitor:

  1. Fills out the payment form but doesn’t complete their order.
    → They’re added to your Leads and Cart Abandonment sequences.

  2. Later, they return and complete the purchase.
    → They’re added to your Customers sequence, but remain in the earlier sequences unless rules are applied.

Solution:
By setting up the right rule(s), Learnybox will automatically clean up sequence enrollments—ensuring your contacts only receive the appropriate communications based on their actual purchase behavior.

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