CSM 10.4 Documentation

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Service Cart Automation Processes

CSM provides the following OOTB Service Cart Automation Processes:

Name Description
Send Abandoned Cart Reminder When a Service Cart has been created and abandoned for three (3) days, the process initiates the Email Reminder One-Step Action, which sends a notification e-mail to the Service Cart creator about the Service Cart's status. The creator can then continue with the Service Cart or abandon the order.
Send Order Confirmation When a Service Cart Order status is changed by a technician to Submitted, the process initiates the Order Confirmation One-Step Action, which sends a notification e-mail to the Customer with the order details.
Service Cart Complete When the items in a Service Cart are all set to Resolved status, the process initiates a One-Step Action to set the Service Cart Order status to Complete and send a notification e-mail to the Customer about the change.

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