Scenario

The purpose of this saved search is to inform the web store owner about customers who added items to the shopping cart and then left without the checkout, so they could contact them and possibly get them back.

The requirements are:

• An item was added to the shopping cart not later than 4 hours ago
• The customer didnt purchase anything on the same day

Solution

• Navigate to Lists > Search > Saved Searches > New, then select Customer as a Search type
• Provide a Search Title
• Under Criteria > Standard subtab add:
  • Shopping Cart: Enter Date Last Item Added | Description: is after 4 hours ago
  • Shopping Cart: Enter Item | Description: is not none
• Under Criteria > Summary subtab add the following filter:
  • Summary Type: Enter Sum
  • Field: Enter Formula (Numeric)
  • Description: Is 0
  • Formula: Enter CASE WHEN {transaction.type}='Sales Order' AND TO_CHAR({transaction.datecreated},'MM/DD/YYYY')=TO_CHAR({today},'MM/DD/YYYY') THEN {transaction.amount} ELSE 0 END

5. Under the Results subtab click the Remove All button, then add:

• Add Name/ID
  • Summary Type: Enter Group
• Add Email
  • Summary Type: Enter Group
• Add Primary Contact
• Summary Type: Enter Group

6. Click Save & Run button