Carts
A cart with products in it is an order that hasn't happened yet. Carts shows you every one across your book, so you can call about a large basket before it goes cold, or place the order for the customer.
New to Pulse? Start with Pulse for how to open it and how the date range works.
How it works
Carts come from your store's live data. A cart is listed once a customer, or a rep signed in as them, adds a product to it, and leaves the Carts page once it's ordered. Each cart has a status:
| Status | Meaning |
|---|---|
| In progress | Changed within the abandoned rule: someone is still working on it. |
| Abandoned · 4d (for example) | Nobody has changed it for at least the number of days in Abandoned after. The number is how many days it has sat untouched. |
The Carts screen
3 tiles sum up the carts. The Open carts table lists each one.
| Part | What it shows / does |
|---|---|
| Value in carts tile | The total value of every open cart, and how many there are. Click it to list every cart. |
| In progress tile | How many carts have changed within the abandoned rule, such as Changed in the last 3 days. Click it to list them. |
| Abandoned tile | How many carts have sat untouched for the abandoned rule or longer, such as Untouched for 3 days or more. Click it to list them. |
| Open carts table | One row per cart: Customer, Status, Lines, Units, Started, Last change and Value. 20 carts a page, with Previous and Next. Click a row to open the cart. |
| Customer | The account, with its email, the company location the cart was built for, if any, and Built by a rep when a rep built it for the customer. |
| Last change | How long ago the cart was last changed, with the date. |
| Value | The cart's total, in the currency the customer is buying in. |
| Status filter | Show All carts, or only In progress or Abandoned ones. The menu shows how many of each there are. |
| Abandoned after | How many days without a change make a cart abandoned: 1 day, 2 days, 3 days, 5 days, 7 days, 14 days or 30 days. See Change when a cart counts as abandoned. |
| Source | Hover over it for what the list includes and how the abandoned rule works. |
| Download CSV | Saves every cart in the table, with your status filter applied, as a CSV file. |
On a phone, the table shows only Customer and Value, with the status under the customer's name.
Find the carts worth chasing
- In Pulse, click Carts in the sidebar.
- Click Value to sort the biggest carts first, or Last change to sort by how long each has sat.
- To see only stalled carts, click Status and choose Abandoned.
- Click a cart to open it.
More detail
The table starts sorted by Last change, most recent first. You can sort by Lines, Units, Started, Last change or Value. The first click on a heading puts the biggest or most recent first, and the next click reverses it. An arrow shows which column the table is sorted by. On a phone, only Value sorts.
Change when a cart counts as abandoned
- Click Abandoned after.
- Choose the number of days, such as 7 days.
Every cart is re-checked straight away. The new rule also applies to the Carts in progress tile and the Carts tab of the Inbox on the Overview, to Activity and to the cart panel, so they all count the same carts. Your choice is saved in the browser you use, so it doesn't follow you to another device or browser.
Finish a cart for the customer
- Open the cart and click Finish it for them.
- Pulse signs you in as the customer and takes over their cart, with its lines in the basket.
- Change the order if you need to, then place it.
Once it's ordered, the cart leaves the Carts page. See Order for a customer for how the order builder works.
Nudge the customer
- Open the cart and click Add a nudge task.
- Pulse adds a task for today to your Task List, such as "Nudge about the $270 basket left in the cart (2 lines)".
To prepare for the call, click Call prep on the cart. It opens the account's call prep sheet: see Prepare for a call or visit.
The cart panel
Click a cart anywhere in Pulse to open it in a panel.
| Part | What it shows |
|---|---|
| Header | Cart · and the account's name, its status, the cart's reference, the account and where it was built. |
| In the basket | Each line: product, SKU, quantity, unit price and line total, with the Basket total. Click a product to open it. |
| Timing | Started, Last touched (in red when the cart is abandoned), Built in (such as Storefront or Quick order) and Vs their usual: how the cart's value compares with the account's average order. Underneath, Untouched 4 days · abandoned or Touched yesterday · live, for example. |
| Buyer | The account, with a link to its full profile. |
See also A cart in progress.
How the figures are worked out
| Figure | How it's worked out |
|---|---|
| Which carts are listed | Every cart with at least 1 line in it across your accounts, as it stood at its last change. The date range doesn't apply. |
| Abandoned | Nobody has changed the cart for the number of days in Abandoned after or more, counted from its last change to today. A cart that was never changed after it was started counts from the day it was started. The rule starts at 3 days. |
| In progress | Any cart that isn't abandoned. |
| Value in carts | The total of every cart in your store's currency. Carts in other currencies aren't converted or added to it. |
| Lines and Units | The number of lines in the cart, and the quantities on them added up. |
| Vs their usual | The cart's value against the account's average order value. It shows a dash for a cart in another currency. |
More detail
When some carts are in another currency, such as euros from a second storefront, the Value in carts tile shows them beside the total, such as +€1.4k, or +2 currencies when there are several. Hover over it to see the amount and number of carts in each currency.
FAQs
Carts are shown as they stand today. A cart started months ago and still open is still worth chasing, so every open cart is listed whatever the date range.
Only carts with at least 1 product in them are listed. An empty cart, or one that has been ordered, doesn't appear.
It's in another currency. Pulse doesn't convert currencies, so those carts are shown beside the total instead of in it.
Not on this page. Sort or filter the table instead, or press ⌘K (Ctrl+K on Windows) anywhere in Pulse and type the account's name or the cart's reference. See Search Pulse.
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