SMS Integration for Cart Abandonment Recovery

The SMS Integration is part of the Cart Abandonment Recovery Pro feature and allows you to automatically send SMS follow-ups to users who leave the checkout without completing their purchase. By using Twilio as the SMS provider, this feature helps re‑engage customers with timely reminders, personalized content, recovery links, and optional discount coupons.

The SMS recovery flow works alongside existing cart abandonment logic and ensures messages are sent only when a cart is genuinely abandoned and all required conditions, such as consent and product availability, are met.

Overview

The SMS integration enables automated SMS notifications for cart abandonment recovery via Twilio. It includes SMS template management, scheduling, dynamic placeholders, coupon generation, delivery tracking, and built‑in compliance checks.

This feature is designed to complement email-based recovery and provides an additional channel to reconnect with potential customers.

Twilio Integration

Cart Abandonment Recovery uses Twilio as the SMS delivery provider.

Authentication Requirements

• Twilio Account SID
• Twilio Auth Token
• Send From value (phone number or alphanumeric sender ID in E.164 format)

Integration Settings

The SMS integration settings allow you to manage and validate the SMS configuration used for cart recovery:

• Enable or disable SMS tracking for abandoned carts
• Configure the Send From phone number or sender ID
• Enter Twilio Account SID
• Enter Twilio Auth Token (stored securely in encrypted form)
• Send a test SMS to verify the setup

These settings ensure SMS delivery is properly configured before recovery messages are sent to users.

GDPR Compliance Settings

To ensure compliance with privacy regulations, Cart Abandonment Recovery includes dedicated GDPR controls for SMS communication:

• Phone number GDPR consent toggle
• Customizable consent message shown during checkout
• Consent validation before scheduling or sending any SMS

SMS follow-ups are only scheduled when explicit consent is available.

SMS Template Creation & Scheduling

SMS templates define the content and timing of recovery messages:

• Create, edit, clone, or delete SMS templates
• Restore default SMS templates at any time
• Automatically trigger SMS when a cart is marked as abandoned
• Respect GDPR consent requirements
• Skip SMS if the user has unsubscribed or the order is completed
• Reschedule SMS messages when needed

Templates support dynamic placeholders such as customer details, cart data, recovery URLs, and coupon codes.

Pre‑Send Checks

Before sending an SMS, Cart Abandonment Recovery performs multiple checks:

• Out‑of‑stock product validation
• Rule engine evaluation
• Filter hooks for custom logic and conditions

These checks help ensure recovery messages remain relevant and accurate.

Preview SMS

You can preview and test SMS content before activating templates:

• Send a test SMS directly from the template editor
• Uses dummy session data for safe previewing

This helps confirm formatting, placeholders, and message tone.

Test SMS

A global test option is also available from the integration settings:

• Sends a test SMS using the configured Twilio credentials
• Validates the complete SMS recovery configuration

Privacy & Unsubscribe Support

User privacy is respected throughout the SMS recovery process:

• GDPR consent is required before sending SMS
• Built‑in unsubscribe support ensures users can opt out of SMS recovery messages

Filter Hooks & Extensibility

Developers can customize and extend Cart Abandonment Recovery SMS behavior using the following hooks.

Available Filters

• wcf_ca_should_schedule_sms_template – Control whether an SMS template should be scheduled
• wcf_ca_should_send_sms – Control whether an SMS should be sent
• woo_ca_recovery_sms_data – Modify SMS payload data
• wcf_ca_sms_body_before_send – Modify the SMS body before sending
• woo_ca_generate_sms_coupon – Customize generated coupon data
• wcar_followup_sms_data – Modify follow‑up template data
• wcar_admin_sms_template_fields – Customize admin template fields

Available Actions

• wcf_ca_after_sms_coupon_created – Triggered after an SMS coupon is generated
• wcf_ca_process_abandoned_order – Fired when an order is marked as abandoned
• wcf_ca_send_notices – Cron‑based trigger for sending recovery SMS

This SMS integration provides a compliant, extensible, and effective way to recover abandoned carts using SMS as part of the Cart Abandonment Recovery workflow.