Envía recordatorios de carritos abandonados con SendGrid
Made by Twilio
Observa una colección de carritos haciendo un seguimiento de la hora de actualización más reciente de un objeto de carrito. Cuando se supera un período determinado, se envía un correo electrónico al usuario según una plantilla dinámica de SendGrid.
Cómo funciona esta extensión
Use this extension to automate sending an email reminder to users about items they left in their shopping cart.
This extension will watch the documents added to a specified Cloud Firestore collection. For each document the extension records the last updated time of the document. Then, when the last updated time goes beyond a configurable threshold, the information in the document is copied to a new collection which triggers an email using the Twilio SendGrid API . The information in the document is sent as the template data for a dynamic transactional email .
Additional setup
Before installing this extension, make sure:
- You have set up a Cloud Firestore database in your Firebase project
- You have set up Firebase Authentication in your Firebase project
- You have signed up for a Twilio SendGrid Marketing Campaigns account
- You have created a SendGrid API Key with access to send emails
- You have verified a single sender email address or set up domain authentication with SendGrid
- You have a dynamic transactional template setup with which to send emails
Firestore indexes
This extension requires a composite Firestore index. You can add the index in the Firebase console or by the command line.
Indexes in the Firebase console
- Go to the Cloud Firestore section of the Firebase console
- Go to the Indexes tab and click Add Index
- Enter the collection name for your cart collection
- Add the following fields to the index:
-
metadata.emailSent
- Ascending -
metadata.error
- Ascending -
metadata.lastUpdated
- Ascending - Set the Query scopes to Collection
- Click Create
Indexes with the Firebase CLI
-
In your Firebase project, open your index configuration file, with default filename
firestore.indexes.json
-
Add the following object to the
indexes
array:json { "collectionGroup": "cart", "queryScope": "COLLECTION", "fields": [ { "fieldPath": "metadata.emailSent", "order": "ASCENDING" }, { "fieldPath": "metadata.error", "order": "ASCENDING" }, { "fieldPath": "metadata.lastUpdated", "order": "ASCENDING" } ] }
The
collectionGroup
name should be the collection name for your cart collection. 1. Deploy your index configuration with thefirebase deploy
command. If you only want to deploy indexes, add the--only firestore:indexes
flag.
How it works
The shopping cart
A shopping cart should be implemented as a document per cart. How you store items in the document is up to you, but an array property called
items
containing information about each of the items in the cart is typical. The document should also have a reference to a
Firebase Authentication
User, either the cart document ID should match the user ID or there should be a
userId
property on the document. When you create the cart document or update properties on the cart document, the extension will update a
metadata.lastUpdated
timestamp.
Checking the cart
A function runs periodically to determine whether any carts are abandoned and should be emailed. You can configure the period with the
CART_CHECK_INTERVAL
using
cron.yaml syntax
.
There are a few conditions that a cart document must fulfill before it is processed to the next stage:
-
the
metadata.lastUpdated
timestamp should be older than the configurableABANDONED_TIMEOUT
time in minutes -
the
metadata.emailSent
boolean property should befalse
-
there should be no errors present in the
metadata.error
property
If all of these conditions are met, then the extension will attempt to load the user data using the
userId
property or the document's ID. If the user doesn't have an email address, an error will be recorded. If the user has an email address then a document will be created in the
EMAIL_COLLECTION
. The document will include the user email and a property for
dynamicTemplateData
consisting of the contents of the user's cart and a
user
property including the user's
email
and
displayName
if present. This
dynamicTemplateData
is used to fill in the fields in a SendGrid dynamic email template.
Sending the email
When a document is added to the
EMAIL_COLLECTION
the contents are queued up to be emailed using the Twilio SendGrid API. All the information from the cart document is added as dynamic template data for the email. You can configure a
DEFAULT_TEMPLATE_ID
which is the ID of a SendGrid dynamic template.
You can create dynamic transactional templates in the SendGrid dashboard . SendGrid Templates use Handlebars to render dynamic data into the email.
You also need to configure your
DEFAULT_FROM
to be an email address that you have verified with SendGrid as either a
single sender
or via
domain authentication
. You can also set a
DEFAULT_REPLY_TO
email.
You can trigger an email to be sent at any time by added a document to the
EMAIL_COLLECTION
with a
to
email address and a
dynamicTemplateData
property.
admin.firestore().collection('cart_emails').add({
to: 'example@example.com',
dynamicTemplateData: {
name: "Example"
}
});
Billing
To install an extension, your project must be on the Blaze (pay as you go) plan
- You will be charged a small amount (typically around $0.01/month) for the Firebase resources required by this extension (even if it is not used).
- This extension uses other Firebase and Google Cloud Platform services, which have associated charges if you exceed the service’s free tier:
- Cloud Firestore
- Firebase Authentication
- Cloud Functions (Node.js 10+ runtime. See FAQs )
- Cloud Secret Manager
Usage of this extension also requires you to have a Twilio SendGrid account and credentials in order to use the Twilio SendGrid API for marketing campaigns. You are responsible for any associated costs with your usage of Twilio SendGrid.
Cómo instalar esta extensión
Usa Firebase console
Puedes usar Firebase console para instalar y administrar las extensiones.
Instala con consoleUsa Firebase CLI
También puedes usar Firebase CLI para instalar y administrar las extensiones.
Paso 1: Ejecuta el siguiente comando npm para instalar la CLI o actualizarla a la versión más reciente.
npm install -g firebase-tools¿No funciona? Consulta la referencia de Firebase CLI o cambia tus permisos de npm .
Paso 2: Configura un nuevo directorio de proyecto de Firebase o navega a uno existente
Paso 3: Agrega esta extensión al manifiesto de tu extensión ejecutando
firebase ext:install twilio/abandoned-cart-emails --local --project=projectId_or_alias
Paso 4 (opcional): Prueba la extensión localmente con Firebase Emulator Suite
firebase emulators:start
Paso 5: Implementa las extensiones en el manifiesto de tu proyecto
firebase deploy --only extensions --project=projectId_or_alias