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Manager Topics

Configure Form Abandonment

   Journey Manager (JM) Previously known as Transact Manager (TM).  |    System Manager / DevOps  |  v5.1 & Higher This feature is related to v5.1 and higher.

Transactions can become abandoned based on the user actions, such as cancelling a transaction, or based on the form's abandonment settings. Manager allows you to customize transaction abandonment criteria at a global, organization, or form level. These configurations depend on:

To configure form abandonment:

  1. Select Form > Forms.
  2. Locate a form and click Edit.
  3. Click the Abandonment tab.
  4. Edit Saved Transactions (days) to specify the maximum age of a saved transaction. When a saved transaction reaches this maximum age, it is marked as Abandoned by the system. The maximum age is based on the number of days a form has been untouched since it was last saved.
  5. Select one of the organization’s delivery channels that are used to deliver abandoned transactions from the Abandoned Delivery Channel dropdown list. The next three fields are enabled when a delivery channel is selected.
  6. Edit Minimum Transaction Score to specify a minimum value representing how much of the form must be filled in for it to be delivered to the abandoned delivery channel. That is, a transaction score is a numerical value calculated by the form to indicate how much of the form was filled in. If you would like only submissions that exceed a certain transaction score to be delivered, enter the minimum transaction score into this field.
  7. Select a period of time, after which anonymous transactions are marked as abandoned, from the No User Activity in Form Max Time dropdown list. These transactions have been saved in the background and untouched by a user.
  8. Select the maximum age before a submitted but incomplete, for example missing attachments, transaction are marked as abandoned from the Submitted Transactions Max Time dropdown list.
  9. Click Save to update the changes.

Next, learn how to view abandoned transactions.

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