Omnisend

Sarunas

Paulius

Learn how to build and optimize your automations

Automation

Learn what pre-built automation workflows are available for you in Omnisend

Explore Omnisend Pre-built Automation Workflows

Learn how to set up and customize your automation workflows, use audience filters and tags in automation

Set Up Automation Workflow Settings

Gain high-level understanding before configuration or building automations. 

Getting Started with Automation

Learn how you can restrict the Automation to be triggered for contacts from the Test Segment only

Create a Test Segment for Automation Workflows

Learn how you can disable or delete the workflow and which option works better for you

Disable or Delete an Automation Workflow

Learn how to apply changes to already enabled workflow

Edit an Enabled Automation

Learn how to build custom Dynamic Content Layouts in your Automation emails

Add Dynamic Content to Your Automations

Learn what data is passed and can be added to the Automation workflow

Understand Event Data in Automation Workflows

Core actions marketers perform before and after building automations.

Managing Automation Workflows

Discover how to test and verify your automation triggers with the Trigger Preview Tool for accurate workflow execution

Trigger Preview Tool: Verify Your Automation Trigger

Send automations to contacts who triggered events before you enabled the workflow – based on delay timing

Run Automations for Past Events (Retrospective Triggering)

Customize Workflow Channel Settings

Learn how to set up automated workflows to send messages to specific segments, including using multiple languages in automation

Understand Audience Filters in Automation

Learn how and when your customers can leave the workflow

Set Up Exit Conditions for Automations

Learn how to add a Delay block to your automation and what values you can assign to it

Configure Delays in Automation Workflows

Manage how many automations can be triggered with the Frequency setting

Understand Frequency Settings in Automation

Learn how to use conditional splits in Omnisend to create personalized automation workflow paths based on customer behavior, segments, and message engagement

Use Conditional Split to Create Workflow Paths

Learn how to use A/B test split to your workflows

Set Up A/B Test Splits in Automations

Webhooks send real-time data from Omnisend to external systems like Slack, WhatsApp, or CRMs. Learn how to set up, test, and use webhooks in automation workflows

Use Webhooks in Automation

Learn how to set Double Opt-In for any subscriber source in Omnisend

Set Up Alternative Double Opt-in

Learn how to set up automation trigger settings, use trigger filters, and troubleshoot workflows

Understand Omnisend Automation Trigger Settings

Automation Building Blocks (Triggers, Filters, Paths & Conditions)

Learn how to set the automation for welcoming your new subscribers

Welcome Automation

Learn how to target customers who abandoned their carts and checkouts in your store

Abandoned Cart and Abandoned Checkout Automations

Send an automated email filled with data about viewed products in your store

Product Abandonment Automation

Send an automated browse abandonment email filled with data about visited pages in your store

Browse Abandonment Automation

Avoid Overlapping Automations for a Better Customer Experience

Manage Multiple Abandonment Automations

Send automated order confirmation emails with product details, pricing, and shipping info immediately after every purchase

Order Confirmation Automation

Learn how to use and set up Order Follow-up Automation with Omnisend

Order Follow-up Automation

Craft Shipping Confirmation Email: Including Order, Product, Shipping, and Billing Details

Shipping Confirmation Automation

Learn how to create a cancellation confirmation email

Cancellation Confirmation Automation

Win back your old customers with Reactivation Automation

Customer Reactivation Automation

Send automated product recommendations after a purchase to increase repeat sales and average order value with cross-sell emails

Cross-Sell Automation

Learn about the Message Delivery Failed trigger and its filter options

Message Delivery Failed Automation

Learn how to set up Replenishment Reminder automation to retain customers and increase sales

Replenishment Reminder Automation

Learn How to automate Birthday messages in Omnisend

Birthday Automation

Discover how to set up automation based on subscriber behavior, specifically when they enter or exit segments

Trigger Automations on Segment Entry/Exit

Automate your product review emails with the Product Reviews workflow preset to gather customer feedback and boost your sales

Automate Product Review Requests (Third-Party Apps)

Learn how to engage your customers effectively with automated follow-up messages using "Message sent" trigger

Boost Campaigns with Automation

Automation Workflows Library

Benefit from the SMS channel in your automation

Add SMS to Your Omnisend Automations

Learn how to use unique discount codes in your automated SMS or MMS messages in Omnisend

Add Unique Discounts to Automated SMS/MMS

SMS in Automations

Learn how to replace Shopify's order confirmation with a simple Thank You message and send detailed order emails through Omnisend

Replace Shopify's Order Confirmation with a Thank You Message

Learn how to disable Shopify's default notification emails and replace them with branded Omnisend workflows

Replace Shopify's Default Emails

Replacing Native (Ecommerce) Automation Workflows

Learn how to troubleshoot your transactional automations

Troubleshoot Transactional Automations

Learn how to check why your Welcome automation is not firing and how to troubleshoot common issues

Troubleshoot Welcome Automation

Learn which methods Omnisend uses to track contacts leaving their carts behind

How Omnisend Tracks Abandoned Carts

Troubleshooting

Find the answers to the most popular and tricky questions about Automation

Automation: FAQ

About Us

Terms of Use

Status Page

Pricing

Partner Portal

App Market

Contact Support

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.