Shipping Confirmation lets you send an automated shipping confirmation message once your customer's order has been shipped. Each time a customer's order is shipped, they enter the workflow. Depending on the delay the store owner sets, the customer receives an email about it. Once the email is sent, the client exits the workflow.
Before you begin
Automation workflows can be used on all the Omnisend plans. You can find more information on Omnisend pricing.
Except for the Analyst, all user roles can access automation workflow settings.
The automation can be triggered despite the customers' statuses. See what workflows can be triggered for different customers' statuses.
This automation can't be triggered Retrospectively.
Eligibility and requirements
The trigger for this workflow is preset and set to Order 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 customer's order. It may also carry a Tracking link.
If 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 Omnisend and your store platform.
To create the Shipping Confirmation workflow, proceed to the Automations tab → click the Create workflow button and pick it from the list.
Automation trigger settings
For Shopify, BigCommerce, and API-connected stores, the trigger is set to Order fulfilled status, meaning that this automation is only triggered when the order status changes to Fulfilled.
For all other platforms, the trigger of the Automation is set to Order Status Changed → Order Fulfillment status is Fulfilled.
When the order status becomes one of the requirements, the confirmation email is triggered and sent according to the Delay setting.
You may also target your automation based on your customers' Pcustomers'a (Country, Gender, Tag, etc.) and their belonging to a specific Segment.
The shipping confirmation email doesn't have an exit condition, meaning the customer exits the flow after getting all the messages. However, you may also cancel the flow under certain conditions, for example, when the customer purchases a particular product, depending on the country they specify at the check-out page, or based on different order statuses.
Here you can read more about Exit Conditions.
If you choose to avoid triggering the workflow for contacts who have already been in this automation, the same customer will only 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.
With the Conditional Split block, you may send different messages based on the customer's profile data or the Segment they belong to. It might be a country your customer provides at the check-out or the number of orders he placed.
The delay block can be added to any automation stage and set to any value from immediately to several months. However, we recommend setting the delay immediately for the Shipping Confirmation email.
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 must provide all the details, including the sender's email address, name, etc. If some data is still missing, you will see the warning message: 'Missing email information' or 'Missing SMS information.'
In contrast to other emails, Shipping Confirmation preset contains special content Items. All the information specified in the templates gets pre-filled automatically each time the email should be sent to a particular customer.
Billing & Shipping (billing and shipping details of your customer, you get to pick which information to include).
For Shopify users, the confirmation messages will be sent in the currency of the placed order.
If you like, you can just update your customers about the order shipment status in the Shipping Confirmation SMS. 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. Suppose 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 various applications and integrations, including those that can be integrated through Zapier; 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.
Like all other E-commerce features, Shipping Confirmation reports are available in the Reports tab. 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 is also available.