Cart flows

A cart flow is a set of states through which a cart can progress, reflecting milestones in a process which is necessary before a cart is converted to an order.

They are typically used on solutions where multiple carts are being created over an extended period, and where multiple parties have a say on when the cart should be checked out. This could be a B2B setup where e.g. apparel stores spent a few days adding spring collection items to a cart before finalizing their order.

The Cart Flows node is where you create and manage these flows.

To create a new cart flow:

1. Click New Flow
2. Provide a Name and optionally a Description
3. If relevant, check Use as default
4. Save

Cart states

Each cart flow consists of a set of cart states corresponding to a milestone in the cart evaluation process - here listed for the Default cart flow. To create a cart state:

1. Click View Cart states
2. Click New state
3. Configure the state
4. Save

When you create a cart state you define two things:

• Basic state settings like a name and a colour
• Notification email settings for notifying someone when an order enters a state

Here are the settings:

Section	Setting	Use
Settings	Name	Set the state name, e.g. New
	Description	Set a description (backend only)
	Color	Set a state color
	Default	Set this state as the default state for new carts
Notifications	Subject	Set the subject of the email triggered when the cart enters this state
	Email template	Select an email template
	Sender name	Specify the sender name of the triggered email
	Sender email	Specify the sender email of the triggered email
	Send to billing email	Send the email to the billing address email
	Send to shipping email	Send the email to the shipping address email
	Send to order field email	Send the email to an address specified in a custom order field. If selected you must also select a custom order field which should contain an email address
	Order field for email	Select the custom order field containing the email
	Send to others	Manually add email addresses that should be notified. Typically used to contact people inside the organization when the specific state is activated
	Others email template	Select an email template to use for the 'Other' emails