You are here:
Shopping Cart Insight Template
The Data 360 shopping cart insight template creates a calculated or real-time insight based on actions in your customer’s shopping cart. You can analyze customer interactions with their shopping carts, from adding items to completing or abandoning purchases. Shopping cart insights provide a view of the customer's journey through the checkout process.
Required Editions
| Available in: All Editions supported by Data 360. See Data 360 edition availability. |
This insight helps you to:
- Identify popular product combinations.
- Pinpoint common points of cart abandonment.
- Understand the impact of promotions or discounts on cart completion.
- Optimize the checkout flow to reduce friction.
- Improve product recommendations and merchandising strategies.
Model Your Customer
The shopping cart insight is modeled on an Individual or Unified Individual data model. The model represents your customer and their shopping cart experience.
- Individual: Your customer’s shopping cart is unique to each device or browser that they use.
- Unified individual: Your customer’s shopping cart is shared across all of their devices
and browsers.
To use a Unified Individual, choose a related identity resolution ruleset. The ruleset defines how to identify a customer across multiple shopping sessions. See Identity Resolution Rulesets in Salesforce Help.
Process Shopping Cart Data
To create a shopping cart insight, choose between calculated and real-time insights.
- Calculated Insight
- A calculated insight processes data in batches, typically on a schedule. This approach is suitable for analyses that don't require immediate updates. You use the historical data for trend analysis and deeper dives into customer behavior over longer periods.
- Real-time Insight
- A real-time insight provides continuously updated data and reflects customer actions as they happen. Real-time Insights require real-time data graphs and is crucial for immediate responses, such as triggering personalized offers based on current cart contents or identifying immediate abandonment risks. See Data Graphs in Salesforce Help.
Model Your Shopping Cart
Shopping cart insights map data model object (DMO) fields to events in your customer’s shopping carts. The insight uses the Shopping Cart Engagement DMO, Shopping Cart Product Engagement DMO, and Product Order Engagement DMO. Configure the required DMO fields.
| DMO | FIELD NAME | Field API Name |
|---|---|---|
| Individual DMO | Individual ID | ssot__Id__c |
| Shopping Cart Engagement DMO | Individual | ssot__IndividualId__c |
| Shopping Cart Engagement ID | ssot__Id__c | |
| Shopping Cart | ssot__ShoppingCartId__c | |
| Created Date | ssot__CreatedDate__c | |
| Shopping Cart Event Type | ssot__ShoppingCartEventTypeId__c | |
| Shopping Cart Product Engagement DMO | Shopping Cart Engagement ID | ssot__ShoppingCartEngagementId__c |
| Product SKU | ssot__ProductSKUNumber__c | |
| Product | ssot__ProductId__c | |
| Product Quantity | ssot__ProductQuantity__c | |
| Product Price | ssot__ProductPrice__c | |
| Product Image URL | ssot__ProductImageURL__c | |
| Product Order Engagement DMO | Individual | ssot__IndividualId__c |
| Shopping Cart | ssot__ShoppingCartId__c | |
| Engagement Date Time | ssot__EngagementDateTm__c | |
| Product Order Event Type | ssot__ProductOrderEventTypeId__c |
Track Shopping Cart Events
Event tracking is essential to capture actions a customer takes related to their shopping cart. This includes events for adding items, removing items, updating quantities, initiating checkout, and completing a purchase.
Your development team typically configures these events using your analytics platform's SDK or tag manager. You can verify the event values by reviewing engagement events in Data Explorer.
Shopping Cart Engagement DMO - Shopping Cart Event Type field
- Add to cart event: A product is added to the shopping cart.
- Remove from cart event: A product is removed from the shopping cart.
- Replace event: All products in the cart are replaced.
Product Order Engagement DMO - Product Order Event Type field
- Purchase event: Successful order completion.
Get Started
- Create a Shopping Cart Insight
Create a shopping cart insight to understand customer interactions and optimize their journey. This process involves selecting an individual data model, choosing real-time or batch processing, and defining event values. Gain valuable insights into shopping trends and improve conversion rates.
