Blog · Abandoned Checkout to Draft

A simple abandoned-checkout recovery workflow for small Shopify stores

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A manual, personal workflow for recovering abandoned checkouts: find the checkout, create a draft order, and follow up with the customer.

Not every store needs an automated email sequence. For a small store with a modest number of abandoned checkouts, a personal follow-up can be more effective and costs nothing but a few minutes. Here is a workflow that fits in the Shopify admin.

1. Look at abandoned checkouts daily

Open the abandoned checkouts section of your admin. Each entry is a customer who started to buy and stopped.

2. Pick the ones worth a personal touch

Larger baskets, repeat customers and high-value items are the best candidates. You do not have to chase every one.

3. Create a draft order in one click

With EE-Abandoned Checkout to Draft, click create draft on the checkout. The customer and items are filled in, so there is no copying and no typing errors.

4. Follow up

Use the customer's contact details, which the app shows together, to reach out. Continue the sale from the draft order.

5. Do it from anywhere

The app is mobile friendly, so you can do the whole workflow from your phone between other tasks.

When to automate instead

If checkouts pile up faster than you can handle, you may want automated follow-up too. For businesses that want calls rather than emails, Spandana, our AI voice calling product, can phone customers on abandoned checkouts in Telugu, Hindi, Kannada or English. See Spandana.

Frequently asked questions

Do I need an automated email flow to recover checkouts?

No. A personal follow-up using a draft order is a simple option for small stores.

How does the draft order get its details?

EE-Abandoned Checkout to Draft fills in the customer and items automatically.

Can I use it from my phone?

Yes. The app is mobile friendly.

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