5 ways to automate ThriveCart

5 ways to automate ThriveCart

Selling online can be a nightmare without the right tools. You need reliable payment processing functionality, an easy experience for the customer, and effective funnels to guide each prospect through the sales process. That’s where ThriveCart’s online carts and sales funnels come in. The eCommerce tool’s upsell, special offer, and subscription features can help you increase conversions and average order value.

But still, the old adage is true: you can have too much of a good thing. The more customers you land, the harder it is to manage all the administrative tasks that come along with running an eCommerce business. Thankfully, there are ways to set at least some of those tasks on autopilot, even as your business scales. 

With just a few Zaps—our word for Zapier’s automated workflows—you can connect ThriveCart to the other apps you use every day. Here are some of the top ways to get started. 

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To get started with a Zap template—what we call our pre-made workflows—just click on the button next to the name of a Zap you’d like to try. It only takes a few minutes to set it up. You can read more about setting up Zaps here.

Add new customers to your email list or CRM 

Your work isn’t done once someone buys from you—far from it. After all, you have at least a 60% chance of selling to an existing customer, compared to just a 5 to 20% chance of closing a deal with a lead. That means you should nurture customers just as much as (if not more than) prospects.

To nurture new ThriveCart customers, it’s important to add their contact information to your email list or customer relationship management (CRM) tool. But manually exporting customer data across tools is time-consuming, not to mention risks customers falling through the cracks. 

Instead, use one of these Zaps to create or update contacts in your CRM or email marketing app after every product purchase in ThriveCart. Automation can ensure you follow up with each new customer, nurture new relationships, and update existing contacts to reflect their purchase history.

Recover abandoned carts

Abandoned cart emails are a great way to reengage potential customers and help nudge them to make that final move towards a purchase. But to be at their most effective, these emails should be timed precisely—which is why it’s best to automate them. 

Whenever someone abandons their cart, these Zaps will send that information to your email marketing tool. As long as you have automatic cart recovery emails set up, that prospect will automatically be encouraged to come back and complete their purchase.

Connect to other eCommerce tools

You might use Kajabi to sell digital products or host an online course catalog in Thinkific. Or maybe you have a paid community using Memberspot, MemberVault, or Mighty Networks. If so, it can be helpful to connect your ThriveCart account to these other tools to more easily engage and retain your customers.

For instance, maybe you’ll grant access to a special offer in Kajabi whenever a new customer makes a purchase in ThriveCart. Or maybe you want to sell all your memberships and courses through one ThriveCart account to keep your accounting simple. These Zaps can add new users, send membership invitations, and grant unique discounts whenever a new purchase is made in ThriveCart. 

By automating your eCommerce tools, you provide a better experience for your customers while reducing busywork on the back end.

Keep track of purchase activity in a spreadsheet or database

When it comes to financial transactions, it’s crucial to maintain accurate and up-to-date records. And not everyone on your team likely has access to your ThriveCart account, which is why it can be helpful to keep a backup of important sales data in a more universal tool like Google Sheets or Airtable. 

While you could export your ThriveCart receipts manually on a regular basis, that plan involves a lot of unnecessary effort. And unless you’re conducting manual exports every few hours, your spreadsheets will almost always be out of date—especially as your sales rate increases.

It’s better to simplify your record-keeping with automation. These Zaps send new activity in ThriveCart to a spreadsheet or Airtable base immediately. That way, you’ll have an accurate, central source of truth for your sales data that doesn’t require constant exports on your end.

Use notifications to keep your team in the loop

You can’t be glued to your ThriveCart dashboard all day—but it’s always good to be aware of sales activity so you can make sure things are running smoothly. Especially if that activity involves a failed or declined transaction, your billing team needs to resolve the issue quickly to avoid losing revenue. Or, your sales or customer success teams might want to know when a purchase is made so they can reach out to the customer for follow up. 

Whatever your use case, these Zaps send a Slack message or email to the right person (or channel) when a specified activity takes place in ThriveCart. 

Pro tip: If you want to avoid spamming your Slack channel with notifications for every purchase, you can add a filter step to limit the Zap to only certain types of transactions. Or, you can use a lookup table to send each notification directly to the right person.

Scale your sales with Zapier’s ThriveCart integration

As your eCommerce business grows, all the administrative work involved in managing online sales can get overwhelming fast. You need to nurture customers with follow-up and abandoned cart emails, keep accurate records of transactions, and notify your team when important purchase activity takes place. And that’s not to mention keeping yourself organized across multiple eCommerce tools.

Automation can help take some of that busywork off your plate. Setting up automated workflows with ThriveCart lets you improve the customer experience and keep your business records organized, all while saving yourself time to put back into delivering quality products.

This is just the start of what you can do with ThriveCart and Zapier. What will you automate first?

by Zapier