Order Confirmation enables you to send an automated order confirmation email after your customers purchase any product from your store. This feature is available for all Standard and Pro plan users (on all E-commerce platforms) under the Automation tab.
It features our new setup process, which allows you to see the workflow in a waterfall layout, where a particular trigger begins the workflow. See the layout below.
Eligibility and requirements
Each time a customer puts an order, he/she enters the workflow. Depending on the delay set by the store owner, the customer receives an email about it. Once the email is sent, the client exist the workflow.
IMPORTANT (Shopify store owners only): as Shopify doesn't allow us to deactivate their order confirmation email, you have to manually replace it. If you do not replace it, the customer will receive two receipts. To make sure your customers are not overwhelmed with the same information, simply replace the current order confirmation with a simple "Thank You!" message. We provide an easy to use an editor to go through this process. You can find it at the Order Confirmation setup page, by clicking Edit Thank You Message on the top left.
Order Confirmation setup process is very similar to other automation workflows setup on Omnisend. It consists of a couple of standard steps: trigger, delay, email, end of the workflow. See the info below for Order Confirmation setup or jump to a video on how to set up an automation workflow or how to edit automation workflow to add more emails to it.
This workflow is triggered by a placed order by default, but you can edit the trigger. What is considered as a placed order depends on the e-commerce platform the client is on.
For Shopify store the order status has to be “Confirmed”. When the order status becomes “Confirmed”, the confirmation email is triggered and sent according to the timing set.
On Bigcommerce stores, the order status can be the one of the following:
- Partially Shipped,
- Awaiting Pickup,
- Awaiting Shipment,
- Awaiting Fulfilment.
A number of completed triggers is shown at the bottom of the Trigger box.
You can create order confirmation workflow for the specific tags you use for your orders in Shopify.
Open the Order confirmation workflow > Select + Add rule > Select Order Tag is (tag you wish to use). The workflow will be triggered for the order with that specific tag only.
We import order tags you created in Shopify, but not the other way round. You can still Create new tag if no items are currently found for the tag you need to use. Once you add the same tag in Shopify, all orders related to that tag will trigger this workflow in Omnisend.
Note, if you create a separate workflow for the tag additionally to the standard order confirmation workflow, don't forget to make an adjustment in the standard flow, so that those clients would not receive two messages on the same order:
Open your regular Order confirmation workflow > Select + Add rule > Select Order Tag is not (the tag you use in another OC flow)
This rule means that orders with such tag would not trigger the regular order confirmation workflow.
Edit audience settings to trigger your automation for the specific audience only, more about creating a segment here.
This step allows you to choose the delay of email sent - the time Omnisend will wait from the trigger until the email should be sent. You can choose to edit the default delay (Immediately) and set it to:
Important: the delays will always be counted starting from the end of the previous event, not from the trigger.
You can also choose, what should happen with those contacts, who might be affected by the new rules (if the delay rules are being changed). There are two ways of dealing with it:
- Discontinuing the current sequences under the old rules, which would not send any emails with old rules, if there are any customers in the workflow,
- Completing the current sequences according to the old rules, which would finish sending the emails with old rules to all customers that are currently in the workflow.
This step allows you to choose and edit the email, that is sent to the customer. You can choose from either of our free templates and use one of either design themes for it. Compared to other emails, this email contains new content blocks:
- Order (order information, see image below),
- Order note (a text field for additional notes),
- Billing and shipping (buyer’s addresses),
- Order status button (a button linking to that particular order info, the link is added automatically).
You can choose, what exactly needs to be shown in the email, see image below for a detailed list.
All the information gets pre-filled automatically each time the email should be sent to a particular customer.
End of workflow
When the customer receives an email, they exit the workflow. Such clients are calculated and the total is provided at the End of workflow box.
Like all other Automation workflows, Order Confirmation reports are available at the Reports tab. It contains the standard list of reports: number of emails sent, open rate, click rate, sales generated, and removed. Month by month view and Activity feed with detailed information is available as well.