---
title: Cart abandonment campaign
slug: data-platform/docs/legacy-cart-abandonment-campaign
docTags: 
createdAt: 2026-08-10T12:05:16.000Z
---

:::hint{type="info"}
**Note**

The terms *audiences* and *segments* are interchangeable. Optimizely has updated all *segments* to *audiences* on the **Audiences** page and is updating the UI on other pages. See  [Understand audiences](docId\:v-gHiL9jfINBey-4QNtFM) to get information on audiences.
:::

A cart abandonment campaign in Optimizely Data Platform (ODP) engages customers at the bottom of the purchase funnel, bringing them back into the purchasing cycle and fostering conversion. 

For example, if a customer puts an item in their cart but does not purchase it, you can remind and encourage them to purchase it. A reminder or a small discount can persuade them to purchase. 

## Configure the campaign

:::hint{type="info"}
**Note**

Email and SMS channels are legacy features and not offered to new customers.
:::

Use ODP's [ecommerce integrations](docId:-JUIa6x6xx0COYKIEHUDa) to generate the cart abandonment recipe. If you do not have the integrations, you must create the recipes.

### Use a recipe

1. Go to **Activations > Overview > Create New Campaign**.
2. Select **Behavioral**.
3. Select **Cart Abandonment** if integrated with a third-party app.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/0yDeofaNlfmlZtpcT2qdO_01-use-a-recipe.png" size="60" isUploading="false" width="445" height="514" darkWidth="445" darkHeight="514" showCaption="false" indent="1"}

4. Configure the campaign's **Enrollment** and **Touchpoints**. You can customize the touchpoints, including the design, content, and sender profile.
5. Click **Save** and **Go Live** when ready to send the campaign.

### Create from scratch

To create a recipe, configure the campaign's **Behavior**: 

1. Go to **Data Setup > Behaviors**.
2. Click **New Behavior**.
3. Enter a name for the behavior.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/bDyzXHHrOVm3EIF0BU83q_02-create-from-scratch-1.png" size="100" isUploading="false" width="800" height="128" darkWidth="800" darkHeight="128" showCaption="false" indent="1"}

4. Add the following steps:
   - The customer added an item to their cart within the last day. The step syntax is "Everyone who matched Product Add to Cart at least 1 time in the last 1 days."
   - The customer did not remove that item from their cart. The step syntax is "and then did not match Product Remove from Cart linked to Step 1 with same Product Id for all time."
   - The customer did not purchase that item. The step syntax is "and then did not match Order Item Purchase linked to Step 1 with same Product Id for all time."

     ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/PHQOIF4WPKZd9xOIrD7cw_03-create-from-scratch-2.png)
5. Click **Save**.

After you create the behavior, create the **Cart Abandonment** campaign:

1. Go to **Activations > Overview > Create New Campaign**.
2. Select **Behavioral > Create From Scratch**.
3. Expand **Enrollment** and click **Create New Segment**.
4. Add **Customers who have done something**, the cart abandonment behavior, and a timeframe in the audience expression. 

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/WfUvrtPnItkjkFvvAAmLM_04-create-from-scratch-3.png" size="100" isUploading="false" width="800" height="135" darkWidth="800" darkHeight="135" showCaption="false" indent="1"}

5. Expand **Enrollment Rules** and enable constraints to refine your audience and include customers who were active in the past few hours and did not match the campaign in the previous week. 

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/wdM6I5VhzEpC2XcyxaN-8_05-create-from-scratch-4.png" size="100" isUploading="false" width="800" height="106" darkWidth="800" darkHeight="106" showCaption="false" indent="1"}

6. Expand **Touchpoints** to edit the campaign's content and include your brand's logo, **Header**, **Footer**, and a **Dynamic Grid**. In the grid, select the cart abandonment behavior as the **Source** and set a **Timeframe**.
   To ensure products display according to your expectations, set the **Minimum Columns Per Row** field to **1** in the **Dynamic Grid**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/r2M8DtUF0WWgHzNV85sle_06-create-from-scratch-5.png" size="100" isUploading="false" width="800" height="405" darkWidth="800" darkHeight="405" showCaption="false" indent="1"}

7. Click **Save**.
8. Create additional touchpoints to urge customers to purchase without overwhelming them by including cart expirations or discounts and product availability warnings. Wait for at least 24 hours before sending the second touchpoint, and include no more than three touchpoints.  
9. **Preview** and **Test** the campaign.
10. Click **Go Live** when the campaign is ready.

## Preview and test the campaign

:::hint{type="info"}
**Note**

You must have the PII Viewer role to preview and test a campaign.
:::

### Preview the campaign 

1. Click **Preview**.
2. Enter the **email address** or **customer ID** of someone in the campaign's reachable audience to preview their version of the content.
3. Click **Preview**.

### Test the campaign

1. Click **Test**. 
2. Enter recipients (separated by commas) of the test email in the **Recipient Email Address**.
3. Expand **Render Template with Customer (Optional)** and search for the email address or name of someone in the campaign's reachable audience to preview their version of the content. Leave the field blank to preview the email as an unspecified customer.
4. Click **Send**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/skTEA-e_nMS_dPZSRw9GR_07-test-the-campaign.png" size="100" isUploading="false" width="800" height="456" darkWidth="800" darkHeight="456" showCaption="false" indent="1"}

## Go Live

1. Select the campaign's name from the breadcrumb trail.
2. Click **Save** to ensure all touchpoints are updated.
3. Click **Go Live**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/mmVPoLhWe3FAOkdky_e8g_08-go-live.png" size="100" isUploading="false" width="800" height="395" darkWidth="800" darkHeight="395" showCaption="false" indent="1"}
