ABANDONED_BOOKING_RESCUER

# Incomplete Booking & Cart Rescuer: DIY Installation Manual

Welcome to your **Incomplete Booking & Cart Rescuer Business-in-a-Box**! This guide contains step-by-step instructions to build a self-install recovery automation reference for customer drop-offs and lost-sales recovery.

By tracking client checkouts or booking sheets in real-time, this pipeline detects when a prospect enters their name/email but fails to finalize payment or booking confirmation within 15 minutes. It automatically triggers follow-up outreach via SMS and email with a direct link to resume their order.

You will build this pipeline using **Make.com**, a checkout/form provider (e.g. Shopify, WooCommerce, Typeform, Elementor), **Twilio** (for recovery SMS), and **Gmail** (for styled recovery emails).

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## 📋 Prerequisites & Accounts Needed
Ensure you have set up the following:
1. **Checkout / Booking Form:** A site that captures contact info before final submission (Shopify cart webhooks, WooCommerce draft orders, multi-step Jotforms, or custom fields).
2. **Make.com Account:** A free or low-cost automation workspace.
3. **Twilio Account:** A free/trial account with an active SMS number and credits.
4. **Gmail / Workspace Account:** For automatic client outreach emails.

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## ⚡ Step 1: Import the Scenario Blueprint into Make.com
We have pre-configured a pipeline blueprint:
1. Log in to [Make.com](https://www.make.com/).
2. Click **Create a new scenario** (top right).
3. Click the **three dots (...)** at the bottom control bar and select **Import Blueprint**.
4. Upload the **`make_blueprint.json`** file included in this directory.
5. Save the scenario. You will see the visual pipeline:
   `[Webhook: Checkout Intake]` ➡️ `[Make: Sleep 15 Minutes]` ➡️ `[Payment Processor/Woo: Check Order Status]` ➡️ `[Router]`
   * **Route 1 (Abandoned):** ➡️ `[Twilio: Send SMS Reminder]` ➡️ `[Gmail: Send Recovery Email]`
   * **Route 2 (Completed):** ➡️ `[End Execution]`

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## 💳 Step 2: Configure the Form Webhook Trigger
1. Double-click the **Webhooks: Custom Webhook** trigger module.
2. Click **Add**, name it `Checkout Dropoff Intake`, and save.
3. Copy the Webhook URL (e.g. `https://hook.us1.make.com/...`).
4. Paste this webhook into your platform's checkout-initiated or cart-abandonment event hooks:
   * **WooCommerce:** Go to Settings ➡️ Advanced ➡️ Webhooks ➡️ Add Webhook (Topic: `Order Created`).
   * **Shopify:** Under Notifications ➡️ Webhooks ➡️ Create Webhook (Event: `Checkout creation`).
   * **Multi-Step Form (Jotform/Elementor):** Configure Webhook to post on Step 1 submit (where contact info is entered).
5. In Make, click **Run Once**, submit a test booking step, and verify that the variables (Name, Email, Phone, Invoice ID) parse successfully.

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## ⏳ Step 3: Configure the 15-Minute Validation Delay
Our pipeline must wait to give the customer a chance to complete the checkout before sending recovery texts:
1. Double-click the **Tools: Sleep** module.
2. Set the delay duration to **900 seconds** (15 minutes).
3. Double-click the **Payment Processor: Retrieve an Invoice** (or WooCommerce Get Order) module:
   * Map the **Invoice ID** or **Order ID** variable captured in Step 2.
   * This module pulls the current live status of the checkout to see if they completed the purchase during the 15-minute wait.

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## 📱 Step 4: Map SMS & Gmail Recovery Actions
We set up a router to check if the transaction is still unpaid/uncompleted:
1. Double-click the filter path for **Uncompleted/Abandoned Invoices**:
   * Condition: Map the Payment invoice Status `{{payment processor.status}}` Equal To `unpaid` (or `open`).
2. Double-click the **Twilio: Send SMS** module:
   * **Connection:** Input your Twilio Account SID and Auth Token.
   * **Sender Number:** Select your Twilio phone number.
   * **Receiver Number:** Map the prospect's phone number variable: `{{Form.Phone}}`.
   * **Body:** Map variables to personalize:
     ```text
     Hi {{Form.Name}}, we noticed you were booking your session but didn't finish checkout. We've saved your spot! Tap here to complete booking: {{payment processor.hosted_invoice_url}}
     ```
3. Double-click the **Gmail: Send Email** module:
   * Connect your Gmail account.
   * **To:** `{{Form.Email}}`
   * **Subject:** `Complete your booking - [Company]`
   * **Body (HTML):** Paste a clean recovery template:
     ```html
     <p>Hi {{Form.Name}},</p>
     <p>It looks like you left our booking page before completing checkout. No worries—we have saved your selected booking slot for the next 2 hours.</p>
     <p>Click below to complete your checkout securely:</p>
     <p><a href="{{payment processor.hosted_invoice_url}}" style="background:#ef4444;color:#fff;padding:12px 24px;text-decoration:none;border-radius:5px;font-weight:bold;">Resume Checkout</a></p>
     ```

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## 🔬 Step 5: Save & Test
1. Click **Save** in the Make.com controls.
2. Click **Run Once** to run a test.
3. Submit a checkout initialization, wait for the simulation (or adjust Sleep module temporarily to 5 seconds for testing), and ensure SMS and Gmail alerts fire.
4. Set the Sleep module back to 900 seconds, and turn the scheduling toggle to **ON**.