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Someone signs in, goes to checkout, and then closes the tab. That is an abandoned cart. FirstRespondersHub follows up for you. It sends up to three emails reminding them what they were looking at, with a link straight back to checkout. You do not have to do anything. The emails go out on their own.

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What you see in the lead panel

Open the lead and look for Cart abandonment emails. You will see all three steps. So at a glance you know whether the reminders went out and whether they worked.

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When the emails stop

The moment the person enrolls or buys the course, two things happen:
  1. Any reminder that has not gone out yet is cancelled. Nobody gets a “come finish your order” email after they have already ordered.
  2. The lead status changes to Converted. See What updates automatically.
The lead panel still shows the cancelled steps, so you can see the person converted before the sequence finished.

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Example

Dana starts checkout for your March EMT class at 2 PM and stops at the payment step.
  • 3 PM the same day — email 1 goes out. Dana does not open it.
  • 2 PM the next day — email 2 goes out. Dana clicks it and enrolls.
  • Email 3 is cancelled. The lead is now marked Converted.

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If someone comes back and leaves again

Coming back to checkout within 48 hours does not start a new sequence. It is the same abandoned cart. After 48 hours, it counts as a fresh one, and a new set of three emails is scheduled.

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See also