Omnisend Automation allows you to create and send automated emails based on different subscriber, buyer or customer based triggers. This article explains how they work and how to set them up.
About Automation Workflows
All Automation workflows can be found in the top menu > Automation. Although the tab is present for all Omnisend users, Automation is only available on Standard and Pro plans, Trial included. All Automation workflows are based on a particular trigger, which defines the type of the workflow: abandoned cart, signup, etc.
Omnisend Automation also allows you to choose from a list of predefined templates of workflows. You can then choose to either go with the preset or edit the number of emails, their delays, and email content.
To learn more about how you can change the time of delay and number of emails on a workflow, scroll down to Changing Timing and Number of Emails section.
Types of Automation Workflows
Once you start your setup process, you can choose from a number of automation presets:
- Subscriber-based workflows: Welcome (1 email or 3 emails), Birthday
- Shopper based workflows: Abandoned Cart (1 email or 3 emails), Product Abandonment (1 email), Browse Abandonment (1 email)
- Buyer based workflows: Order Confirmation (1 email), Shipping Confirmation (1 email), Customer Feedback, Cancellation Confirmation (1 email)
- Repeat buyer based workflows: Cross-Sell (1 email), Customer Reactivation (1 email or 3 emails), Order Follow-Up (1 email)
- Other: Custom Workflow.
Once you choose your template, you are free to change it in a way you prefer: adjust trigger, add or remove additional emails, change their timings. Also, you can create different workflows based on the same trigger (for example, a couple of Welcome workflows for different signup forms). Please make sure your workflows are not overlapping.
Setup of Automation
For each automation type, we'll automatically add a preset number of emails to the automation for you (see video tutorial at the bottom of this page). Once all of that done, you can start setting up the workflow but before passing to the instruction make sure to add and verify your sender's email address.
1. Navigate to Automation page on your Omnisend account.
2. Choose to edit a current workflow or click Create Automation
3. Choose the type of automation you would like to set up
4. Choose the automation preset. In this case, we will be choosing Abandoned Cart (3 emails)
5. Check the Trigger. Your trigger is preset automatically based on the automation preset you chose earlier. The number of completions indicated how many times this trigger has been hit since workflow was enabled. Basically, it shows the number of customers who entered the workflow.
You can add trigger rules based on the trigger and select not to trigger the automation for the customers that have already been in that workflow for a selected period of time. Very useful to ensure your customers don't get bombarded with too many messages.
6. Edit the Delay. You can choose to have a delay as short as minutes or as long as months. We suggest keeping somewhere around our suggested timings as they are based on best practices but feel free to use what works best for you. If the workflow is enabled, changing the delay will also require you to decide what should be done to the emails that should have been sent with old settings: you can either discontinue them or continue sending and use the new settings for subscribers who enter the workflow after these changes.
Important: the delays will always be counted starting from the end of the previous event, not from the trigger.
Important: if you want to change the number of delays and emails on your workflow, please check instructions at the bottom of this article.
Important: all content changes are seen to recipients, regardless if they get emails based on the old or new rules.
7. Edit Email content. You can quickly change the subject line, sender's email address, and sender's name by clicking Show more > Change info. To edit the email content, click on the pencil icon on the right.
Important: if you want to change the number of emails on your workflow, please check instructions at the bottom of this article.
8. Tag in automation. You can label your contacts who enter/exit the workflow with a tag, create segments based on that tag and send communication to the group of tagged contacts. More about contact tags here.
9. End of a workflow. This step indicates the ending of a particular workflow. This means that all (or some, depending on which workflow is used) emails are sent and the particular buyer, customer or subscriber has exited the workflow. The number of such contacts is provided at the bottom of End of workflow box.
10. Be sure to enable your workflow by clicking on the toggle button.
Once your automation is created, you will always have options to edit, copy or delete the flow.
Changing Timing and Number of Emails
Omnisend Automation allows you to change the delay when the particular email should be sent and how many emails should be on a particular workflow (see video tutorial at the bottom of this page). To start editing these settings, follow these steps:
1. Navigate to Automation, choose an existing automation or create a new one and click Edit workflow.
2. Once you land on the workflow editor, you can edit the workflow to your liking: either add more emails, remove them, change the delays or remove them (in such case the email will be sent immediately). Click + icon to add additional steps to the workflow or drag them from the right sidebar. You can add as many delays and emails to the flow as you need. However, try to follow the best practices to get the best outcome. Click '+' to add:
Or drag from sidebar:
3. Once you're done with editing of your automation workflow, you can either Save & Close or Enable Workflow. The first one would only save changes but not enable the workflow (would leave it as a draft); the second one would not only save the changes, but enable the workflow as well.
Learn how to set up your automation workflows and how to succeed by using automation with Omnisend.