Let’s review one of the biggest mistakes that stores using Klaviyo and CartHook make…
NOT setting up a separate Abandon Checkout Flow for Carthook.
About half of the stores I’ve engaged with that are using both these apps make this mistake.
Depending on their sales, some are leaving tens of thousands of dollars on the table every month because they do not have this flow.
Why Do You Need Another Abandon Checkout in Klaviyo With CartHook?
Consider your traditional abandoned checkout flow, like the screenshot above in Klaviyo.
This is the stock abandoned checkout flow that we build for clients almost on a weekly basis.
The basic logic within this flow is simple.
It’s triggered out of “Checkout Started,” and then there’s a flow filter that removes anybody that has placed an order since starting this flow.
Some stores will get more advanced, but for the most part, this is the basic recommended setup.
However, as you can see, the metric “Checkout Started” that triggers this abandoned checkout flow is coming from Shopify.
This means that it will only be triggered when someone goes into Shopify checkout (i.e. NOT Carthook Checkout)
Th logic behind this flow is triggered when someone meets the “Checkout Started” metric event by going to a product page, then into the cart, into the checkout and enters their email into the Shopify checkout, then closes the tab and abandons the session.
What most people do not realize with CartHook is that in order to do the upsells & downsells you need to use an entirely different checkout.
Carthook Checkout vs Shopify Checkout
There are a variety of stores out there that use CartHook (one famous example I hear a lot is Native), and you can see that CartHook checkout is clearly different than the standard Shopify checkout.
The main difference is Carthook checkout is only one page.
Shopify checkout, on the other hand, uses pagination and is 3 or 4 pages.
This where a lot of first-time store owners get stuck, failing to realize that Carthook uses a different checkout.
And they also fail to understand that if my current Abandon Checkout flow in Shopify is triggered off a certain metric from Shopify Checkout, then it’s not going to work when I make the move to Carthook.
Checkout Started (Shopify) vs. Started Checkout (Carthook)
Above is the correct metric to trigger an Abandon Checkout flow when using Carthook.
In order to do this, you will need to make sure you integrate Carthook & Klaviyo properly.
Klaviyo also has an excellent resource on how to do this.
Basically what will happen is, once you walk through the setup and connect the two apps with the API, you will see new Carthook metrics pop up into your account.
The metrics are listed above will not start to appear in your Klaviyo account.
After this setup, the easy way to get started is to clone your Abandon Checkout flow for Shopify and change the metric to “Started Checkout”
You will also need to change out some of the dynamic code in each template.
The Carthook “How to Integrate with Klaviyo” is a great guide that will show you what dynamic variables you need to change out.
Final Bonus Tip
One more bonus tip: When you finally set up an Abandoned Checkout flow for CartHook, I always recommend leaving the Abandoned Checkout flow set to “LIVE” for Shopify.
This is another thing that a lot of stores tend to trip upon, justifying leaving both on.
They worry that by having both of them on you’re going to send duplicate emails, but I can assure you this is not the case.
Remember, two different metrics trigger these flows. When someone enters the Carthook Checkout, that does not mean they enter Shopify Checkout as well.
So why leave both of them on then?
First off, if you don’t plan on sending all of your traffic through Carthook – then you definitely want to keep your Shopify abandon checkout flow on because that traffic will go into Shopify Checkout.
And depending upon the volume of that traffic, there will be some abandons and you will want to make sure you have an automation live in place.
Secondly, sometimes you might need to kill Carthook checkout and revert back to Shopify for whatever reason. Whenever this happens most stores forget to turn back on the Shopify abandon checkout flow.