Shipping Confirmation enables you to send an automated shipping confirmation message once your customer's order has been shipped. Each time a customer's order is shipped, 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 exits the workflow.

Contents

Before you start
Eligibility and requirements
Automation set-up
Content of the message (personalized information)
Shipping statuses updates
Reports

Before you start

Eligibility and requirements

The trigger for this workflow is preset and it is set to “Fulfillment status is fulfilled”. This means that your orders' status should be pushed to Omnisend. This happens automatically for all direct integrations (Shopify, Bigcommerce, Magento and Woocommerce) and those integrated via API-v3.

This event also carries billing and shipping information about the order the customer placed. It may also carry a Tracking link.

In case your platform doesn't provide the tracking URL in the order details, you may use a third-party shipping application that can be integrated with both Omnisend and your store platform.

Shipping apps with direct integration


Automation set-up

To create the Shipping Confirmation workflow, proceed to the Automations tab -> click on the Create workflow button and pick it from the list.

Automation trigger settings

In the platform the trigger of the Automation is set to Order Status Changed -> Order Fulfillment status is Fulfilled.

When the order status becomes one of the required, the confirmation email is triggered and sent according to the Delay set.

Audience filter

You may also target your automation, based on your customers' Profile data (Country, Gender, Tag, etc.) and their belonging to a specific Segment.

Audience filter


Exit conditions

Shipping Confirmation email doesn't have the default exit condition, meaning that the customer exit the flow after getting all messages. However, you may also cancel the flow under certain conditions, for example, when the customer purchases a particular product or for depending on the country they specify at the check-out page.

Exit Conditions

Frequency

If you choose not to trigger the workflow for contacts who have already been in this automation, the same customer won't be able to trigger this sequence within a specific time. Since the Shipping Confirmation email should be sent for every order the customer places, we do not recommend enabling this option.


Conditional Split

With the Conditional Split block, you may send different messages based on the customer's profile data or on the Segment they are belonging. It might be a country your customer provides at the check-out or the number of the orders he placed.

Learn more about segment-based Split Condition.


Delay

The delay block can be added to any of the automation stages and can be set to any value from immediately to several months. However, for Shipping Confirmation email, we recommend setting the delay to immediate.


Content of the message (personalized information)

You may add Email, SMS or Push Notification to your Shipping Confirmation sequence. Once the block is added, you will need to provide all of the details, including the sender's email address, the sender's name, etc. If some data is missing still, you will see the warning message: 'Missing email information' or 'Missing SMS information'.

Special blocks

In contrast to other emails, Shipping Confirmation pre-set contains some special content blocks. All the information specified in the templates gets pre-filled automatically each time the email should be sent to a particular customer.

  • Track your order (a button linking to a particular shipping company, the link is added automatically if the order has a tracking number set). This button might not be shown in the editor, in case the platform doesn't provide tracking link.
  • Order (order information, see image below). What is great, that you can choose, what exactly needs to be shown in the email.
  • Order note (a text field for additional notes). In case nobody left a note while placing the order, this block won't be displayed in the Email message.
  • Billing and shipping (buyer’s addresses).
  • Order status button (a button linking to that particular order info, the link is added automatically). For Shopify stores, redirects to the page that is shown after the payment step.

For Shopify users, the confirmation messages will be sent in currency the order was placed in.

SMS

In the Shipping Confirmation SMS, you may update your customers about the order shipment status. If you are using a third-party application, you may also add a tracking link to the SMS message content.

Shipping statuses updates

Omnisend allows you to send the notification for one shipping status only. If you wish to update your customers on different statuses, ex. In Transit, Out for Delivery or Delivered, you may use a third-party app integration with Omnisend. You may check different applications and integrations, including those that can be integrated through Zapier, but among the direct integrations Omnisend has AfterShip will accomplish this task.

Once integrated, the application will start passing the events with different statuses, that can be used in the Automation trigger settings.

Reports

Like all other E-commerce features, Shipping 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.

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