Requirements

• Users in the "abandoned" state when you check your Manage Members list
• Access to Admin Settings > Automation > Workflows

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Why It Happens

Seeing users in an "abandoned" state is normal — most platforms just don't show you this metric. Abandonment usually comes down to one of two things:

• Value barriers — they weren't convinced it was worth the effort
• Technical barriers — something in the process got in the way (wrong device, unexpected steps, too much friction)

How to handle abandoned users

If you can't reach them personally: Let Heartbeat's automated email sequence run. It creates a self-selection opportunity — those who want in will act. If they don't engage, move on.

If you can reach them personally, send them a direct question to find out why they dropped off:

"Hey [Name] — was there something that got in the way, or did you have questions about what we're about?"

You can use the "Re-engage member prospects that abandon an invitation link" Workflow template for this purpose. 

Ultimately, your approach should target both barriers:

• Technical barrier → walk them through it, high recovery rate
• Value barrier → have a value conversation and use it as onboarding feedback

This allows you to diagnose before you intervene and heavily change your onboarding flow. Their feedback on abandoning will inform you exactly what to do next.