CartSavior Pro Documentation

1. Introduction

Welcome to CartSavior Pro! This guide will walk you through every feature of the plugin, from initial setup to advanced campaign strategies. Our goal is to help you effectively recover abandoned carts and significantly increase your store's revenue.

2. Installation & License Activation

1. Download the plugin .zip file from your purchase confirmation email or your account on cartsavior.com.
2. In your WordPress dashboard, navigate to Plugins > Add New and click the Upload Plugin button.
3. Select the cartsavior-pro.zip file and click Install Now.
4. Once installed, click Activate Plugin.

Upon activation, CartSavior Pro automatically creates a Default Recovery Campaign and a set of pre-designed email templates. You are ready to start recovering carts immediately!

3. System Requirements

CartSavior Pro requires the following to function properly:

4. The Dashboard: Understanding Your Metrics

The Dashboard is your command center, giving you a real-time overview of the plugin's performance.

• Active Carts: The total number of carts currently being tracked, broken down into:
  • In Progress: Carts that are still being actively modified by shoppers.
  • Abandoned: Carts that have passed the "abandonment cutoff" time and are now eligible for recovery emails.
• Recovered Carts: The total number of carts successfully recovered, broken down into:
  • Plugin: Carts recovered via an automated or manual email sent from CartSavior Pro.
  • Organic: Carts recovered without our plugin's intervention (e.g., the user returned on their own). This helps you understand baseline recovery.
• Pending Carts: "Retired" carts that have completed a full email sequence and are no longer in the active recovery queue.
• Recovery Rate: The percentage of recoverable carts that have been successfully recovered. This is your most important Key Performance Indicator (KPI).
• Revenue Funnel:
  • Recoverable: The total monetary value of all carts currently in an "in-progress" or "abandoned" state.
  • Total Recovered: The total monetary value you have successfully recovered. The progress bar shows how much of the potential revenue you have captured.
• Email Performance: A high-level look at your email effectiveness, showing your overall Open Rate and Click-Through Rate (CTR).

5. Campaigns: The Core of Your Recovery Strategy

This is where the real power of CartSavior Pro lies. Campaigns allow you to send targeted email sequences to specific customers based on what's in their cart.

What is a Campaign?

A campaign is a combination of two things:

1. A set of Rules: Conditions a cart must meet (e.g., cart total is over $100).
2. An Email Sequence: A series of email templates to be sent at specific intervals.

Priority: Campaigns run in order of priority (lower numbers run first). If a cart matches the rules for multiple campaigns, only the one with the lowest priority number will be used. The "Default Recovery Campaign" has a very high priority (999) so it acts as a catch-all for any cart that doesn't match a more specific campaign.

Creating and Editing a Campaign

Go to CartSavior Pro > Campaigns. Here you can click "Add New Campaign" or "Edit" an existing one.

• Campaign Name: A descriptive name (e.g., "High-Value Carts" or "T-Shirt Promotion").
• Status: An active campaign will be used to check against abandoned carts. An inactive one will be ignored.

Configuring Rules

A campaign will only trigger if a cart matches ALL of the rules you set. If a campaign has no rules, it will match every abandoned cart.

• Cart Total: Trigger the campaign based on the total value of the cart (e.g., greater than $50).
• Item Count: Trigger based on the number of unique items in the cart (e.g., less than 3).
• Contains Product: Trigger if a specific product (or product variation) is in the cart.
• Contains Category: Trigger if any product from a specific category is in the cart.

Building an Email Sequence

In the "Email Sequence" section, you can add any of your saved email templates.

1. Use the search box to find a template.
2. Click to add it to the sequence.
3. Set the delay in minutes after which the email should be sent (calculated from the time the cart was first abandoned).
4. Drag and drop the emails to re-order them if needed.

Setting up the Exit-Intent Offer

Each campaign can have its own unique Exit-Intent offer. This popup will only be shown if a user's cart matches the campaign's rules.

1. Enable Exit-Intent Offer: Check this box to activate the popup for this campaign.
2. Popup Heading & Content: Write the text for the popup. You can use the placeholders {coupon_code} and {discount_value}.
3. Coupon Type:
   • No Coupon: Show a simple message without an offer.
   • Use an Existing Coupon: Enter the code for a standard WooCommerce coupon you've already created.
   • Generate a Unique Coupon: The recommended option. The plugin will create a unique, single-use coupon for the user based on the settings you provide (amount, expiry, etc.).

6. Email Templates: Crafting Your Message

Go to CartSavior Pro > Email Templates. Here you can edit the built-in templates or create your own from scratch.

Editing a Template

The editor is a plain HTML editor. This gives you full control over the layout and prevents the visual editor from breaking your code.

Using Placeholders

Use these placeholders in your subject, heading, or content. They will be automatically replaced with the customer's data.

• {customer_name}: The customer's first and last name.
• {items}: The block of HTML that renders the table of cart items.
• {total}: The formatted total price of the cart (e.g., $125.99).
• {recovery_url}: The unique link that restores the user's cart.
• {coupon_code}: The unique coupon code generated for this email.
• {coupon_expiry_date}: The formatted expiration date of the coupon.

Live Preview & Testing

• Preview Button: Click this to see a real-time preview of your email with sample products and data. This is the best way to check your layout.
• Send Test Button: This will send the current template to an email address you specify, allowing you to see how it looks in a real inbox.

7. The Popup Builder

The Popup Builder is the creative heart of the plugin. It’s a powerful, drag-and-drop visual editor that allows you to create beautiful, responsive popups for any purpose. This is where you will design all the visual elements that your customers interact with on your site, from exit-intent offers to newsletter signups.

You can access it by navigating to CartSavior Pro > Popup Builder in your WordPress admin menu.

Understanding Popup Types

When you create a new popup, you must assign it a "Popup Type". This is a critical step because it tells CartSavior Pro what the popup's purpose is and where it can be used throughout the plugin's settings.

• Guest Email Capture: This popup type is specifically designed to be shown to non-logged-in users right after they add their first item to the cart. You will select from popups of this type in Settings > Guest Capture.
• Exit-Intent Offer: This type is used for last-second offers within a Campaign. It will be shown to users who try to leave your cart or checkout page. You will select from popups of this type inside the Campaign Editor.
• General / Marketing: This is the flexible choice for all other use cases, such as newsletter signups, sale announcements, or informational messages. You will configure and assign these popups on the builder's "Trigger & Display Rules" tab.

Using the Builder Interface

The builder is divided into three main sections:

1. Elements Panel (Left): This is your toolbox. It contains all the building blocks for your popup, such as headlines, text, images, buttons, forms, and countdown timers. Simply drag an element from this panel and drop it onto the canvas.
2. Live Preview Canvas (Center): This is where you build your popup. What you see here is a live, interactive preview of how your popup will look. You can click on any element on the canvas to select it for editing.
3. Inspector Panel (Right): This context-aware panel is where you control everything about the selected element. It has tabs for:
   • Content: Change the text, image source, button link, etc.
   • Style: A comprehensive set of design controls for colors, fonts, spacing, borders, shadows, and more.
   • Actions: (For specific elements like Forms) Control what happens after a user interacts with the element, such as showing a success message or redirecting to another page.

Configuring Trigger & Display Rules

This is where you define when and where your "General / Marketing" popups will appear. After designing your popup, click the "Trigger & Display Rules" tab in the Inspector Panel (top right).

Triggers (When to show the popup)

• On Page Load (Time Delay): Show the popup a specific number of seconds after the page has finished loading.
• On Scroll (Percentage): Show the popup after the user has scrolled a certain percentage of the way down the page.

Display Rules (Where to show the popup)

Control exactly which pages your popup will appear on. You can choose to show it sitewide, only on the homepage, or on specific pages or posts that you select.

Frequency (How often to show the popup)

To avoid annoying your visitors, you can control how often a single user will see the same popup. You can set it to show only once per session, once per day, or every time the page is loaded.

8. Managing Captured Carts

Go to CartSavior Pro > Carts List. This screen shows every cart currently being tracked by the plugin.

Understanding Cart Statuses

• In-Progress: A cart that is being actively used by a shopper.
• Abandoned: The shopper has been inactive for the duration set in the settings. This cart is now in the queue for recovery emails.
• Pending: The cart has completed its entire email sequence and is no longer being emailed. The data is kept for reporting.
• Recovered: The customer has completed their purchase.

Manual Actions

• Send Email: Manually send any email template to a specific customer. Recoveries from these emails are tracked as "Plugin Recovered".
• Bulk Actions: Select multiple carts and mark them as recovered, pending, or delete them permanently.

9. Reports: Measuring Success

Go to CartSavior Pro > Reports. This page gives you a detailed breakdown of the performance of each of your recovery channels.

• Campaign: The name of your automated campaign.
• Manual Recovery: Carts recovered from emails you sent manually.
• Organic / Other: Carts recovered without direct interaction from a CartSavior Pro email (e.g., the user returned to the site on their own).

10. Managing Email Subscribers

Go to CartSavior Pro > Email Subscribers. This is a central list of every customer email captured by the plugin.

• Status: A customer can be subscribed or unsubscribed.
• Unsubscribing: If a user is unsubscribed, they will no longer receive any automated recovery emails, respecting their choice.
• Bulk Actions: You can select multiple users and subscribe, unsubscribe, or permanently delete them from this list.

11. Plugin Settings Explained

Go to CartSavior Pro > Settings.

General Tab

Configure the core automation and tracking settings for the plugin.

Guest Capture Tab

Control the "Add to Cart" popup for guest users. You can customize its appearance and behavior. We highly recommend enabling the AJAX Add to Cart feature if your theme does not have it natively, as it provides a much smoother user experience.

Exit-Intent Tab

Control the behavior of the proactive Exit-Intent popups on the Cart and Checkout pages.

• Enable Exit-Intent: Globally turn the feature on or off.
• Show Popup To: Choose whether to show popups to guests, logged-in members, or both.
• Enable Back Button Trigger (Mobile): An advanced, aggressive feature. When enabled, the plugin will attempt to show the popup when a mobile user presses the back button. Use with care.

Advanced Tab

Fine-tune tracking and cleanup settings. Here you can exclude certain user roles (like Administrators) from being tracked and configure the automatic deletion of used or expired coupons.

System Status Tab

This tab contains important diagnostic information about your site and the plugin. If you ever need to contact support, please copy and paste this report into your ticket.

12. Advanced Topic: Using a Real Cron Job

For high-traffic stores, you can improve performance and reliability by replacing the default WordPress cron system with a dedicated server-side cron job.

1. Add the following line to your wp-config.php file:

   define('DISABLE_WP_CRON', true);

2. Set up a cron job on your server's control panel (e.g., cPanel) with the following command, adjusting the frequency as needed:

   */15 * * * *   wget -q -O - https://your-website.com/wp-cron.php?doing_wp_cron >/dev/null 2>&1

   (Replace https://your-website.com with your actual domain).

13. Frequently Asked Questions (FAQ)

14. Getting Support

We're here to help you get the most out of CartSavior Pro. If you've encountered an issue you can't solve with this documentation, please reach out.