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Order Confirmation Automation

Send an automated order confirmation email filled with order summary, product info, and shipping and billing info

Ira avatar
Written by Ira
Updated yesterday

With the Order Confirmation workflow offered by Omnisend, you may send a sophisticated, self-contained message with information about the products your customers have purchased.

Using Omnisend, you can elevate your email communication to the next level. Instead of sending a standard email with your store's generic offers, you can now design beautiful, targeted emails specifically tailored to your customers' preferences. Our system syncs data from your store and other applications, allowing you to create an email that truly speaks to your customers.


Before You Begin

Eligibility and Requirements

The trigger for this workflow is preset and set to Paid for Order. The order status should be pushed to Omnisend, which happens automatically for all direct integrations (Shopify, Bigcommerce, Magento, and WooCommerce) and those integrated via API-v3.

To trigger the Order Confirmation email, the Order statuses for different platforms should be the following:

Platform

Order Status

Shopify

Paid

BigCommerce & WooCommerce

  • Shipped

  • Awaiting Pickup

  • Awaiting Shipment

  • Completed

  • Awaiting Fulfillment

  • Paid

Magneto

Can be mapped manually

API

Can be mapped manually

Omnisend doesn't automatically replace the Order confirmation email your store is sending, but you may disable that email after enabling one in Omnisend.

⚠️ Shopify doesn't allow the default order confirmation email to be fully disabled, so we recommend replacing it with a simple Thank you message. As a result, you would send two emails: a thank-you note (designed in Omnisend and sent through Shopify) and an Order Confirmation email sent through Omnisend.

Setup Process

To create the Order Confirmation workflow, proceed to the Automation tab → click the Create workflow button, and pick Order Confirmation from the list.

Automation Trigger Settings

The default trigger in the automation settings is set to Paid for Order. This is done to fire the automation trigger only when the status of the Order is changed to paid to send a more targeted Order confirmation email.

Important! Billing and shipping information of the customer's order is carried with the events Order Placed and Order Status Changed.

Trigger Filters 

You may target your automation more specifically in the trigger filter settings. However, the rule specified in the filter settings should be met before your automation is triggered. For example, if you trigger the workflow when the Order has a specific tag, this tag should be added automatically. Otherwise, you can add this filter to the Split Condition.

Audience Filters

You may also target your automation based on your customers' Profile data (Country, Gender, Tag, etc.) and their belonging to a specific Segment. If you want to use the Segment based on the purchase behavior, remember that it adds a little overhead to the system and may prevent your automation from being triggered. Otherwise, you can add this filter to the Split Condition.

Conditional Splits

You can customize your Order Confirmation workflow to send different emails based on specific order details. For example, by using a Split block, you can send one version of the email for orders above a certain total price, and another for lower-value orders, allowing you to tailor the message to match each customer’s purchase.

Exit Conditions

An order Confirmation email has the default exit condition set to Order status is Cancelled, meaning that the customer exits the flow after getting all messages or canceling the Order. However, you may add up to 5 different Exit conditions with up to 5 filters.

Frequency Settings

Choose to avoid triggering the workflow for contacts already in this automation. The same customer can only trigger this sequence within a specific time. Since the Order Confirmation email should be sent for every Order the customer places, we do not recommend enabling this option.

Note! If you create a workflow targeted for a specific category, make sure to adjust your standard flow so that those clients do not receive two messages in the same Order.

Delay

The delay block can be added to any automation stage and set to any value from immediately to several months. However, we recommend placing the delay to immediate or not using this block for the Order Confirmation email.

Message Content

Add Email, SMS, or Push Notification messages to your Order Confirmation sequence. Once the block is added, you must provide all the details, including the sender's email address, name, etc. If any information is missing, you’ll see a warning like “Missing email information” or “Missing SMS information” to help you resolve it before going live.

💡 You can use Omnisend’s AI Assistant to quickly generate relevant subject lines, preheaders, and even edit or enhance your email content, helping you save time and stay on brand with every message.

Special Items

In contrast to other emails, the Order Confirmation preset contains some special content items. All the information specified in the templates gets pre-filled automatically each time the email is sent to a particular customer.

  • Order details (order number and date).

  • Ordered products (details about ordered products, you can choose which information to show).

  • The order total (allows you to pick the pricing details you'd like to include in email content).

  • Billing & Shipping (billing and shipping details of your customer, you get to pick which information to include).

All the information gets pre-filled automatically when the email is sent to a particular customer. However, it is not stored locally, so you won't be able to view it after the message is sent.

💬 You can add more personalization details to your email content by selecting the relevant data under the personalization menu.

SMS

If the customer provides the phone number at the check-out, they might expect the Confirmation SMS to be sent. You don't need to collect your customers' opt-ins for the SMS channel to send order-related messages; still, please make sure your customer knows you will use the phone number to send Order Confirmation via SMS.

Although you can't add the information about the Order your customer placed to the SMS message, you may add some personalized data, like the Order number or your customer personal information.

Reports

Order Confirmation reports are available in the Reports tab like all other automation workflows. It contains the standard list of reports: number of emails sent, open rate, click rate, sales generated, and removed. A month-by-month view and Activity feed with detailed information are also available.

FAQ

Is it possible to show tax separately?

Yes, you can show the tax as a separate field.

How can I change the format of the price in the order blocks?

You can manage the format of how the price is shown under Store settings > Currency format. You can find more details about the Currency Format here.


Feel free to reach out to our award-winning support team via in-app chat or email us at [email protected].

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