Recovery Pipeline – Yaxii Smart Form — WooCommerce COD Checkout Engine Documentation

The Problem This Solves

A list of abandoned sessions is only useful if you have a structured way to work through it. The Recovery Pipeline turns your abandoned leads into a visual Kanban board where you can track every contact attempt, send personalized WhatsApp messages, generate discount codes, and confirm wins — all without leaving the dashboard.

The Five Pipeline Stages

Go to Abandoned Checkout > Recovery Pipeline.

The board is divided into five columns, one for each stage of the recovery process:

Stage	Who Belongs Here
Abandoned	Fresh leads — not yet contacted
Contacted	You have sent a message or placed a call
Negotiating	Customer is responding — you may be discussing a discount
Recovered	Customer agreed to place the order
Lost	Customer confirmed they are not ordering

[Screenshot: Recovery Pipeline showing five columns side by side — each column has a colored header and a stack of lead cards. The Abandoned column has the most cards]

Reading a Lead Card

Each card on the board shows:

Customer name and phone number
Product name and quantity
Total order value (in DA)
A colored left border indicating priority: red (urgent), orange (high), amber (medium), gray (low)
Tags for any discount offered or follow-up scheduled

Moving a Lead to the Next Stage

Option 1 — Drag and drop: Grab the grip handle on the left side of the card and drag it into the next column.

Option 2 — Advance button: Click the action button at the bottom of the card. The button label shows the next logical step: Mark as Contacted, Start Negotiating, or Mark as Recovered.

A lead in the Lost column can be retried: drag it back to Contacted to begin a new outreach cycle.

Using Quick Actions

Each card has two buttons that appear on hover:

A phone icon — opens your phone dialer with the customer’s number pre-filled
A message bubble icon — opens the Quick Actions panel

1
Send a WhatsApp Recovery Message
Click the message bubble on any card. In the Message tab, choose one of three pre-written templates:
- Reminder — a friendly nudge inviting the customer to complete their order
- Discount — a personalized message announcing an exclusive offer for this customer
- Urgency — highlights limited availability or a time-sensitive condition
Each template is automatically filled with the customer’s first name and the exact product they had in their cart. Review the message in the preview area, then click Send on WhatsApp to open a pre-filled conversation directly in WhatsApp Web or the mobile app.
2
Generate a Discount Code
Click the Discount tab in the Quick Actions panel. Select a discount percentage — 5%, 10%, 15%, or 20%. A unique one-time code is generated immediately and attached to this lead’s card. The code auto-populates into the Discount message template so your WhatsApp message stays consistent.
3
Schedule a Follow-Up Reminder
Click the Follow-Up tab. Set a date and time for your next contact attempt using the date picker. Once saved, a calendar badge appears on the lead’s card as a visual reminder that a follow-up is due.

[Screenshot: Quick Actions panel open on a lead card — the Message tab is active, showing three template selector chips and a pre-filled WhatsApp message preview. The customer name and product name are already populated in the message body]

What’s Next?

→ Read: Smart Filters and Sherlock Mode — Plus Features for Precision Recovery