Build a Journey for Abandoned checkout recovery
Turn abandoned carts into sales with targeted multi-channel messaging
Learn how to create an abandoned cart recovery journey in Bird. In this guide, you'll learn how to:
Set up an automated workflow using the Abandoned Cart Recovery template
Configure Shopify event triggers and timing delays
Set conditions for targeting specific customer segments
Add and customize message templates for cart recovery
Expand your journey with additional actions and logic
Publish and activate your abandoned cart campaign
Before you start
Make sure the following are set up:
Shopify connector is installed.
At least one of the following channels is installed:
WhatsApp
SMS
Email
1. Start from the Journeys dashboard
Go to Marketing > Journeys.
Click Create in the top right corner.
Choose the Abandoned Cart Recovery template.
Select the WhatsApp version of the template.
Review the journey preview and confirm all required connectors and channels are installed.
Click Use this Journey to begin editing.
2. Review the trigger
The default trigger is Checkout Abandoned from the Shopify connector.
You may switch this to a different e-commerce connector if needed.
Select the correct connector instance (this is useful if managing multiple websites).
Optionally, enable Global Holdout to exclude contacts from the journey based on specific rules.
You can also define entry and exit conditions to control who qualifies to enter or exit the journey.
Click Save.
3. Review the wait condition
A Wait block determines how long to delay before the next action.
Set the wait time to make the journey feel timely but not intrusive (e.g. 1 hour).
Click Save.
4. Add a condition to check WhatsApp opt-in
Add a Condition block to check whether the contact has WhatsApp opt-in.
If Yes, the journey continues to a WhatsApp message.
If No, the journey can either end or route the contact to a fallback channel like email.
5. Add a WhatsApp message action
Under the Yes path of the condition, add a Send Message block.
Select WhatsApp as the channel.
Choose a pre-approved WhatsApp template from your library.
Populate any required template variables (e.g. product name, discount).
Click Save.
6. Add a fallback message for non-opted-in contacts (optional)
Under the No path of the WhatsApp opt-in condition:
Add another Condition to check for email opt-in.
If the contact has email opt-in, add a Send Message action and select Email as the channel.
Choose a pre-created email template or create a new one.
Customize and click Save.
7. End the journey
Add an End Journey block at the end of each path to clearly define the endpoint.
This ensures the journey finishes cleanly and avoids loops or dead ends.
8. Publish the journey
Review the journey to ensure all logic, messages, and conditions are correct.
Click Publish to activate your abandoned cart recovery journey.
Your journey is now live and ready to help recover abandoned carts automatically.
