Quick Start

Understand how CartBay works and launch it with the recommended first-run setup, verification steps, and safe production checklist.

Before starting, review Requirements, complete Installation, and keep your license key active (License Activation).

1. Configure Capture

Open Capture: WooCommerce > CartBay > Capture or WooCommerce > Settings > Cart > Capture

Recommended starting values:

Setting	Recommended value
Enable Capture	Enabled
Consent Text	Short, explicit recovery consent copy
Consent Checkbox Default State	Match your legal/compliance policy
Abandonment Timeout	30 minutes

Example consent text:

Save my email to recover my cart if I leave.

2. Configure the Recovery Sequence

Open Recovery Sequence: WooCommerce > CartBay > Recovery Sequence or WooCommerce > Settings > Cart > Recovery Sequence

Default sequence:

Step	Default timing	Default coupon
Email 1	45 minutes after abandonment	Off
Email 2	24 hours after abandonment	Off
Email 3	72 hours after abandonment	On

Keep the default timing for a first launch unless you already have a tested recovery cadence.

3. Review Templates

Open Templates: WooCommerce > CartBay > Templates or WooCommerce > Settings > Cart > Templates

1. Edit each recovery email in WooCommerce email settings.
2. Keep {restore_url} in the call to action or body.
3. Keep {unsubscribe_url} available unless your legal process provides an equivalent opt-out.
4. Use coupon placeholders only on steps where coupons are enabled.

4. Configure Offers

Open Offers: WooCommerce > CartBay > Offers or WooCommerce > Settings > Cart > Offers

Recommended first launch:

Setting	Recommended value
Coupon Type	Fixed Cart Discount
Coupon Amount	A margin-safe amount, such as 10 in store currency
Coupon Expiry	7 days

5. Verify Email Delivery

Open Templates and use Trigger Test Flow after enabling Test Mode. The test flow creates a dummy abandoned session and schedules the first recovery email in about 30 seconds.

Caution

Use Test Mode on staging or during controlled QA. Disable it before normal production monitoring if you do not want shortened test behavior available.

6. Monitor the First Week

• Review CartBay Overview to monitor tracked, abandoned, recovered, abandoned value, revenue, and recovery rate.
• Review Notifications for failed or retry-queued emails.
• Review WooCommerce logs with source cartbay if capture or background jobs behave unexpectedly.
• Adjust email content before changing timing or discounts.