📋 Complete User Guide

CartRecovery Pro
Abandoned Cart Recovery

The complete guide to recovering lost sales with Email, WhatsApp, AI-written messages, and automatic discount coupons — all from your WordPress dashboard.

📧 Email Recovery 💬 WhatsApp 🤖 AI Messages 🎟️ Auto Coupons ⚡ Smart Timing 📊 Analytics

1Introduction & Features

CartRecovery Pro is a WooCommerce plugin that automatically contacts customers who added items to their cart but didn't complete checkout. On average, 70% of shopping carts are abandoned — CartRecovery Pro helps you win back those lost sales through multi-channel recovery sequences.

What CartRecovery Pro Does

📧
Email Recovery
Beautiful HTML emails with product images, personalised messages, and a one-click "Return to Cart" button.
💬
WhatsApp Messages
Reach customers on WhatsApp via Twilio (business) or CallMeBot (free) — higher open rates than email.
🤖
AI-Written Copy
Anthropic Claude writes personalised messages based on actual cart contents — no templates needed.
🎟️
Auto Discount Coupons
Automatically generates unique, expiring WooCommerce coupons tied to the customer's email.
Smart Send-Time
Analyses your store's peak order hour and shifts recovery emails to arrive when customers are most likely to buy.
📊
Full Analytics
Track recovered revenue, recovery rate, email open rates, and funnel performance in real time.

Requirements

RequirementMinimum Version
WordPress6.2 or higher
WooCommerce7.0 or higher
PHP8.1 or higher
HostingAny shared/VPS/managed WordPress host
WhatsApp (optional)Twilio account or CallMeBot API key
AI Messages (optional)Anthropic API key (free to create)

2Installation

Step-by-Step Installation

  1. 1
    Log in to your WordPress admin at yoursite.com/wp-admin
  2. 2
    Navigate to Plugins → Add New in the left sidebar
  3. 3
    Click the Upload Plugin button at the top of the page
  4. 4
    Click Choose File and select cart-recovery-pro.zip from your downloaded files
  5. 5
    Click Install Now and wait for the upload to complete
  6. 6
    Click Activate Plugin — you will be redirected to the Setup Wizard automatically
yoursite.com/wp-admin/plugin-install.php
📸 WordPress Plugin Upload Screen
Dashboard
🔌Plugins
Settings
🛒WooCommerce
Add Plugins
⬆ Upload Plugin
If you have a plugin in a .zip format, you may install or update it by uploading it here.
cart-recovery-pro.zip
Install Now

Navigate to Plugins → Add New → Upload Plugin, then select cart-recovery-pro.zip and click Install Now.

What Happens on Activation

  • Creates 4 custom database tables for cart tracking, sequences, notifications, and recovery logs
  • Seeds a ready-to-use 3-step email recovery sequence (1 hour, 24 hours, 72 hours)
  • Schedules a background scanner that checks for abandoned carts every 5 minutes
  • Adds the WooScribe AI: Generate Descriptions option to your Products bulk actions
  • Redirects you to the Setup Wizard for first-time configuration
💡
HPOS CompatibleCartRecovery Pro fully supports WooCommerce High-Performance Order Storage (HPOS). It auto-detects your order storage method — no configuration needed.

3Setup Wizard

After activation, CartRecovery Pro walks you through a 4-step wizard. You can complete it in about 2 minutes. Each step saves independently — if you navigate away, your progress is kept.

Step 1 — Email Settings

yoursite.com/wp-admin/index.php?page=crp-setup-wizard
📸 Wizard Step 1 — Email Configuration
🛒
CartRecovery Pro
Set up in 2 minutes
1
2
3
4
📧 Email Settings
Recovery emails will be sent from this name and address.
From Name
My WooStore
From Email
hello@mystore.com
Skip setup
Continue →

Enter the name and email address recovery emails will be sent from. Use a domain email for best deliverability (e.g. hello@yourstore.com, not Gmail).

  1. 1
    Enter your From Name — this is what customers see as the sender (e.g. "My WooStore")
  2. 2
    Enter your From Email — use a domain email address matching your website for best inbox delivery
  3. 3
    Click Continue → to proceed to Step 2

Step 2 — Timing Settings

  1. 1
    Abandon after (minutes) — how long after a cart goes inactive before it's considered abandoned. Default is 20 minutes. Increase to 60+ for high-ticket stores where customers do more research.
  2. 2
    Minimum cart value — only track carts above this amount. Set to 0 to track all carts. Useful for ignoring low-value test carts.
  3. 3
    Smart Send-Time — keep this enabled (recommended). The plugin analyses your store's historical order data and automatically shifts recovery emails to arrive at your store's peak buying hour.

Step 3 — WhatsApp (Optional)

  1. 1
    Tick Enable WhatsApp recovery messages if you want to send WhatsApp notifications
  2. 2
    Choose your Provider: Twilio (recommended for businesses) or CallMeBot (free, personal use)
  3. 3
    For Twilio: enter your Account SID, Auth Token, and WhatsApp-enabled sender number. Get these from console.twilio.com
  4. 4
    For CallMeBot: get a free API key by sending "I allow callmebot to send me messages" to +34 644 28 56 19 on WhatsApp
  5. 5
    Skip this step if you only want email recovery for now — you can enable WhatsApp later in Settings

Step 4 — Done!

CartRecovery Pro is now active. You'll be redirected to the main dashboard with a "Setup complete" confirmation banner. The plugin is immediately monitoring your store — any cart abandoned from this moment will be captured and queued for recovery.

You can always redo setupAll settings configured in the wizard are also available on the full Settings page (WooCommerce → Cart Recovery → Settings). Nothing is locked after the wizard.

4Analytics Dashboard

Navigate to WooCommerce → Cart Recovery to view your analytics dashboard. This is your recovery command centre.

yoursite.com/wp-admin/admin.php?page=cart-recovery-pro
📸 CartRecovery Pro Dashboard
⚡ Peak hour: 14:00
Recovered Revenue
$2,450
Recovery Rate
18.5%
Abandoned Carts
43
Email Open Rate
34.2%
Emails Sent
128
WhatsApp Sent
22
📈 Abandoned vs Recovered (30 days)
📊 Recovery Funnel
Abandoned
43
Notified
34
Opened
19
Recovered
8

The dashboard shows 6 KPI cards, a 30-day chart, recovery funnel, and recent carts. The ⚡ Peak hour badge indicates smart timing is active.

Understanding the KPI Cards

CardWhat It ShowsTarget
Recovered RevenueTotal order value from carts that were recovered this monthKeep growing month-over-month
Recovery Rate% of abandoned carts that resulted in a completed orderIndustry average: 5–15%
Abandoned CartsTotal carts that reached abandoned status this monthMonitor for unusual spikes
Email Open Rate% of sent recovery emails that were openedTarget: 30%+ is excellent
Emails SentTotal recovery emails dispatched this monthShould grow with store traffic
WhatsApp SentTotal WhatsApp messages sent (0 if WhatsApp not enabled)Enables when WhatsApp is configured

Recovery Funnel

The funnel shows your recovery pipeline at a glance — from abandoned carts all the way through to recovered sales. Each stage narrows as customers drop off. Use this to identify where to focus improvements:

  • Low Notified % — check that customer emails are being captured on checkout
  • Low Open Rate — improve your subject lines or check spam delivery
  • Low Recovery % — add a discount coupon to your sequence

5Abandoned Carts List

Navigate to WooCommerce → Cart Recovery → Abandoned Carts to see every captured cart with its status, value, and recovery progress.

yoursite.com/wp-admin/admin.php?page=crp-carts
📸 Abandoned Carts List
All
Abandoned
Recovered
Unsubscribed
CustomerCart ValueItemsStatusAbandoned
Fred Johnsonfred@gmail.com$117,750.003Abandoned59 min ago
GuestNo email captured$117,750.002Active15 hours ago
Sarah Okaforsarah@myemail.com$2,350.001Recovered2 days ago

The carts list shows every tracked cart. Use the status filter pills to focus on Abandoned, Recovered, or Unsubscribed carts.

Cart Status Meanings

StatusMeaning
ActiveCustomer is still browsing — cart was recently updated. Not yet eligible for recovery emails.
AbandonedCart has been inactive past the threshold (default 20 min). Recovery sequence is running.
RecoveredCustomer completed checkout after receiving a recovery message. 🎉
UnsubscribedCustomer clicked the unsubscribe link. No further messages will be sent to this customer.
💡
Guest Carts Without EmailCarts showing "Guest" with no email address cannot receive recovery messages — the email was not captured before the customer left. CartRecovery Pro captures guest emails in real time as they type on the checkout page, so email capture only starts once a customer visits checkout.

6Recovery Sequences

Navigate to WooCommerce → Cart Recovery → Sequences. This is where you design your recovery strategy — which messages to send, when to send them, and what discounts to offer.

CartRecovery Pro ships with a proven 3-step default sequence. You can use it as-is or customise every detail.

yoursite.com/wp-admin/admin.php?page=crp-sequences
📸 Recovery Sequence Builder
1
Gentle reminder (1 hour)Send after 60 minutes
Email
Edit
2
Offer discount (24 hours)Send after 1,440 minutes
Email10% off
Edit
3
Final chance (72 hours)Send after 4,320 minutes
Email15% off
Edit
+ Add Step

Three default steps are pre-configured and ready to use. Click Edit on any step to customise the timing, message, or coupon.

The Default Sequence Explained

StepWhenPurposeCoupon
1 — Gentle Reminder1 hour after abandonmentFriendly nudge — "You left something behind"None — remind first
2 — Discount Offer24 hours after abandonmentAdd incentive for hesitant customers10% off, expires 3 days
3 — Final Chance72 hours after abandonmentUrgency — last reminder before cart expires15% off, expires 1 day

Editing a Sequence Step

Click Edit on any step to expand the editing form:

yoursite.com/wp-admin/admin.php?page=crp-sequences
📸 Step Edit Form
2
Offer discount (24 hours)Currently editing
Close
Step name
Offer discount (24 hours)
Channel
Email ▾
Send after (minutes)
1440
Email subject
Here's 10% off to complete your order 🎁
Message body
Tags: {{first_name}} {{cart_items}} {{cart_total}} {{coupon_code}} {{recovery_url}}
Hi {{first_name}},

You left some great items in your cart. Use code {{coupon_code}} for 10% off — valid 3 days.

→ {{recovery_url}}

{{store_name}}
Discount coupon
% Discount ▾
Amount
10
Expires (days)
3
Save Step

The step edit form. Change the channel, timing, subject, body, and coupon settings. Click Save Step when done.

  1. 1
    Click Edit on the step you want to modify
  2. 2
    Adjust the Step name, Channel (Email/WhatsApp), and Send after (minutes)
  3. 3
    Edit the Email subject and Message body — use template tags (see below) to personalise
  4. 4
    Set a Discount coupon type (none, % off, fixed amount), amount, and expiry days
  5. 5
    Click Save Step — changes take effect for all future recovery emails immediately

Template Tags

Use these tags in any subject line or message body. They are replaced with real values when the email is sent:

{{first_name}}

Customer's first name. Falls back to "there" if unknown (e.g. "Hi there,")

{{last_name}}

Customer's last name

{{cart_items}}

A formatted list of all cart items with quantities

{{cart_total}}

Total cart value with currency symbol (e.g. $117.50)

{{coupon_code}}

The auto-generated discount code. Empty if no coupon on this step.

{{recovery_url}}

Click-tracked link that restores the cart and applies the coupon

{{store_name}}

Your WordPress site name

{{unsubscribe_url}}

One-click unsubscribe link (included automatically in email footer)

Automatic Discount Coupons

When a sequence step has a coupon configured, CartRecovery Pro automatically:

  • Creates a unique WooCommerce coupon per abandoned cart (e.g. RECOVER-42-XK9P2M)
  • Ties the coupon to the customer's email address — only they can use it
  • Sets a usage limit of 1 — can only be redeemed once
  • Sets an expiry date based on your configured "Expires (days)" setting
  • Reuses the same coupon across all steps — a customer sees the same code in Step 2 and Step 3

You can view all generated coupons under WooCommerce → Coupons — they are prefixed with RECOVER-.

⚠️
Coupon Strategy TipStart Step 1 with no coupon — recover motivated customers for free. Only introduce a coupon at Step 2 (24 hours) when you know the customer needs an extra nudge. This protects your margins while still recovering hesitant shoppers.

7Settings

Navigate to WooCommerce → Cart Recovery → Settings to configure all plugin options. After making changes, scroll to the bottom and click Save Settings.

Email Settings

SettingDescriptionRecommended
Email EnabledMaster switch for email recovery channelEnabled
From NameSender name customers see in their inboxYour store name
From EmailSender email address — use a domain emailhello@yourstore.com

Use the 📧 Send Test Email button to send a test recovery email to any address and confirm delivery before going live.

WhatsApp Settings

SettingDescription
WhatsApp EnabledEnable or disable WhatsApp as a recovery channel
ProviderTwilio (business, reliable) or CallMeBot (free, personal use)
Twilio Account SIDFrom your Twilio Console (starts with AC...)
Twilio Auth TokenSecret token from Twilio Console
WhatsApp From NumberYour Twilio WhatsApp-enabled number (e.g. +14155238886)
CallMeBot API KeyYour personal CallMeBot API key

Timing & Behaviour

SettingDescriptionDefault
Abandonment thresholdMinutes of inactivity before a cart is marked abandoned20 minutes
Minimum cart valueOnly track carts above this value (0 = all carts)0
Smart send-timeShift emails to your store's peak buying hourEnabled
Track email opensInvisible 1×1 pixel to detect when emails are openedEnabled
Enable unsubscribe linkAdds one-click unsubscribe to email footer (GDPR recommended)Enabled

AI Message Writer

When enabled, CartRecovery Pro uses Anthropic Claude to write personalised recovery messages for every abandoned cart. Instead of sending the same template to everyone, Claude reads the actual cart contents — product names, categories, and descriptions — and writes copy tailored to that specific customer and those specific items.

yoursite.com/wp-admin/admin.php?page=crp-settings
📸 AI Message Writer Settings Card
🤖 AI Message Writer (Optional)

Use Anthropic Claude to auto-generate personalised recovery messages based on the customer's actual cart contents, product categories, and name. Get a free API key → Cost: ~$0.001 per message with Claude Haiku.

AI Writing Enabled
Enabled (AI generates messages) ▾
Model
Claude Haiku — Fast & affordable (~$0.001/msg) ▾
Use Sonnet for luxury/high-AOV stores where copy quality matters most.
Anthropic API Key
sk-ant-api03-••••••••••••
👁
🔌 Test Connection
Keys start with sk-ant-. Stored securely in WordPress. Get a key →
✅ Connected! API key is valid. Using model: claude-haiku-4-5-20251001

The AI settings card showing a valid connected state after clicking Test Connection.

Setting Up the AI Writer — Step by Step

  1. 1
    Visit console.anthropic.com and sign up for a free account
  2. 2
    Go to Billing and add a minimum of $5 credit — this is required to activate API access
  3. 3
    Go to API Keys → Create Key, name it "CartRecovery Pro", and copy it immediately — it is only shown once
  4. 4
    In WordPress, go to WooCommerce → Cart Recovery → Settings → 🤖 AI Message Writer
  5. 5
    Paste your key (starts with sk-ant-) into the Anthropic API Key field. Use the 👁 Show button to verify it pasted correctly
  6. 6
    Click 🔌 Test Connection — a green "✅ Connected!" badge confirms your key is valid and has credit
  7. 7
    Set AI Writing Enabled to Enabled (AI generates messages)
  8. 8
    Choose your model and click Save Settings

Haiku vs Sonnet — Which Model to Choose

ModelSpeedCost/messageBest for
Claude Haiku (Default)~2–3 sec~$0.001Most stores — general merchandise, fashion, electronics, gifts
Claude Sonnet~5–8 sec~$0.01Luxury goods, jewellery, high-AOV stores where premium copy is worth 10× the cost

What the AI Knows About Each Cart

CartRecovery Pro passes all of this context to Claude for every recovery message — no extra configuration needed:

  • Customer first name — personalised opening ("Hi Fred," not "Hi there,")
  • Product names and quantities — e.g. "Nike Air Max 270 (×2)"
  • Product categories — e.g. "[Footwear, Nike]" — tells Claude the product type automatically
  • Product short descriptions — up to 120 characters per item from your WooCommerce product data
  • Cart total — with your store currency symbol
  • Coupon code — if generated for this step, Claude weaves it naturally into the message
  • Step tone — reminder (friendly/no pressure), discount (warm/highlight saving), final (urgent/last chance)
  • Store name — from your WordPress site settings
💡
Better Products = Better AI CopyThe more information your WooCommerce products have — good names, accurate categories, and a short description — the better the AI-generated recovery emails will be. Even a one-sentence short description gives Claude enough context to write specific, compelling copy.

Test Connection — What Each Result Means

ResultCauseFix
✅ Connected! API key is validEverything working correctly
Keys should start with sk-ant-Key pasted incorrectly or truncatedRe-copy key from console.anthropic.com/api-keys
Invalid API keyKey doesn't exist or was revokedCreate a new key in the Anthropic Console
API key valid but has no creditAccount balance is $0Add credit at console.anthropic.com/billing (minimum $5)
API temporarily overloadedAnthropic busy — transient errorKey is working — retry in 60 seconds
Could not reach Anthropic APIServer firewall blocking outbound HTTPSContact host to allow outbound requests to api.anthropic.com:443
💰
Real-World CostA $5 Anthropic credit generates ~5,000 personalised emails with Claude Haiku. For most small stores sending 50–200 recovery emails per month, $5 covers over 2 years of AI message generation.
🔄
Automatic FallbackIf the AI API is unavailable, rate-limited, or returns an error for any reason, CartRecovery Pro automatically falls back to your sequence template text. Your recovery emails will never stop sending because of an AI issue.

Quick Reference

Admin Menu Locations

PagePath
DashboardWooCommerce → Cart Recovery
Abandoned CartsWooCommerce → Cart Recovery → Abandoned Carts
SequencesWooCommerce → Cart Recovery → Sequences
SettingsWooCommerce → Cart Recovery → Settings

Default Timing (minutes)

ValueMinutesDescription
20Abandonment thresholdCart marked abandoned after 20 min inactivity
60Step 1 delay1 hour after abandonment
1440Step 2 delay24 hours after abandonment
4320Step 3 delay72 hours (3 days) after abandonment
🛒

CartRecovery Pro v1.0.0

Recover more carts. Grow your revenue. All from your WordPress dashboard.