Omnisend Agent Recommendations help you identify practical ways to improve your marketing setup. Agent evaluates your Signup Forms, Automation Workflows, and Email Campaign audiences, then suggests changes based on e-commerce best practices.
Depending on the recommendation, you can review the suggested change, preview it, apply it, test it, or dismiss it.
Availability: Omnisend Agent Recommendations are available on different plans, depending on the recommendation type:
Recommendations in Forms: Paid plans, including legacy plans.
Recommendations in Email Campaign audiences: All Omnisend plans.
Recommendations in Automation:
Automation Recommended Fix: All Omnisend plans.
Automation Recommended improvement and Suggested workflow: Paid plans, including legacy plans.
Recommendations appear only when they apply to your account and current setup.
What Are Omnisend Agent Recommendations?
Omnisend Agent Recommendations are suggestions for changes that may improve the performance of your Signup Forms, Email Campaign audiences, or Automation Workflows.
Omnisend Agent looks at your existing setup and identifies opportunities to improve areas such as:
Signup Form engagement and sign-up rates.
Email Campaign audience relevance.
Message timing inside workflows.
Automation Workflow exit conditions.
Order confirmation delivery.
The recommendation appears only when Omnisend finds a relevant opportunity in your account. You do not need to build a segment, search for a setting, or identify the issue yourself.
Before You Begin
You can find Agent Recommendations on the Forms page, during the audience selection step for an Email Campaign, and on the Automation page.
Recommendations appear only when Omnisend identifies a relevant opportunity.
The available recommendations and actions depend on your account and current setup.
You can ignore or dismiss a recommendation if it does not fit your marketing strategy.
💡 Omnisend Agent in Reports: Forms and Automation recommendations may also appear in Omnisend Agent chat in Reports. For Forms, they can appear after you select How’s my list growing?, Create monthly form performance summary, or Summary in an individual Signup Form report. When a recommendation is available, you can review it and take the available action from the chat.
Use Omnisend Agent Recommendations in Forms
Forms recommendations suggest changes that may help visitors engage with and complete your Signup Forms.
Availability: Omnisend Agent Recommendations for Forms are available only on paid plans, including legacy plans.
Examples of Forms Recommendations
Depending on your Signup Form, recommendations may suggest that you:
Add a teaser so visitors can reopen the offer after closing the Signup Form.
Move the phone number field to the second step.
Reduce the number of mandatory fields.
Ensure that the primary CTA is highlighted.
Find Forms Recommendations
On the Forms page, look for a recommendation card under the relevant Signup Form.
Select View all to see every recommendation available for that Signup Form.
💡 You can also find Omnisend Agent Recommendations in the Form Builder by selecting Recommended for you.
Manage Forms Recommendations
For each Forms recommendation, you can choose one of the following actions:
Apply changes: Apply the suggested update, review the Signup Form in the Form Builder, and click Update live form when you are ready to publish it.
Launch test: Create an A/B test with the original Signup Form and the AI-generated version. Review both versions and click Start A/B test when you are ready.
💡 Always review the versions A and B of the A/B test before launching it.
To dismiss a recommendation, select View all next to the recommendation you do not want to use, then click Dismiss.
Use Omnisend Agent Recommendations for Email Campaign Audience
Email Campaign audience recommendations suggest a contact segment that may fit your campaign. Omnisend Agent evaluates your subject line, preheader, and campaign type. Recommendations appear for campaign types such as:
Flash Sale
Promotional or Discount
Buy-One-Get-One
Depending on the campaign, Omnisend may recommend contacts to include or exclude.
Availability: Email Campaign audience recommendations are available on all Omnisend plans.
Find Email Campaign Audience Recommendations
While creating an Email Campaign, you may see recommendations at the audience selection step:
Under All subscribers: If sending to all subscribers is not the best practice for your Email Campaign, you’ll see a recommendation to exclude a specific segment.
After selecting Let me choose segments: You may see a recommendation for a segment that fits your Email Campaign based on its subject line, preheader, and campaign type.
If no recommendation appears, you can continue choosing an audience manually.
Manage Email Campaign Audience Recommendations
For each recommendation, you can choose one of the following actions:
Details: Understand why the recommended segment fits your Email Campaign.
Exclude this segment: Exclude the recommended segment from All subscribers.
Use this segment: Create and apply the recommended segment to your Email Campaign.
After applying the segment, continue setting up your Email Campaign.
Use Omnisend Agent Recommendations in Automation
Automation recommendations suggest changes that may improve message timing, relevance, or delivery.
The available recommendation type depends on your plan and Automation Workflow setup:
Recommended Fix: Recommendations of fixes to existing Automation settings, such as adding inactivity time or exit conditions. Available on free and paid plans.
Recommended improvement: Recommendations for improvements to an existing Automation content, such as adding a reminder email. Available on paid plans only.
Suggested workflow: Recommendations for creating a new Automation Workflow when Omnisend identifies an important gap in the customer journey. Available on paid plans only.
Examples of Automation Recommendations
Depending on your Automation Workflow, recommendations may suggest that you:
Add inactivity time after a contact views a product, adds a product to a cart, or starts checkout.
Add an exit so browse abandonment stops when a contact adds a product to their cart or starts checkout.
Adjust an order confirmation workflow so every buyer can receive a confirmation.
Remove a frequency limit from an order confirmation workflow.
Add a second email to a one-email cart or checkout recovery workflow.
Create a suggested workflow when Omnisend identifies a missing lifecycle workflow, such as a welcome, recovery, replenishment, reactivation, or back-in-stock workflow.
Find Automation Recommendations
On the Automation page, look for a recommendation card under the relevant Automation Workflow.
💡 Some recommendations may also appear as a standalone Suggested workflow banner on the Automation page.
Manage Automation Recommendations
Select Review on a recommendation card to see more information about the suggestion. For each Automation recommendation, you can choose one of the following actions:
Preview in workflow builder: Review the suggested change in the Workflow Builder before applying it. Select Publish changes when you are ready to use it.
Apply recommendation: Apply the suggested fix automatically.
Dismiss recommendation: Remove the recommendation without changing the Automation Workflow. You can dismiss it from the recommendation page or click the X on its notice in the Automation list.
Note: When you apply an Omnisend Agent Recommendation in Automations, the change applies only to contacts who enter the Automation Workflow after the update is published.
FAQ
Why don’t I see an Omnisend Agent Recommendation?
Recommendations appear only when Omnisend Agent finds a relevant opportunity in your account. You may not see one if your setup does not match the recommendation criteria.
Do I have to use an Omnisend Agent Recommendation?
No. Recommendations are suggestions. You can review them, apply them, test them when available, or dismiss them.
Can I preview a recommendation before applying it?
Yes. You can preview Automation Workflow recommendations in the Workflow builder. You can also test eligible Signup Form recommendations with an A/B test.
Do Forms recommendations update my live Signup Form immediately?
No. After applying a recommendation, review the updated Signup Form and select Update live form when you are ready to publish it.
Does an Email Campaign audience recommendation send my Email Campaign?
No. It creates and applies an audience segment. You can continue reviewing and setting up the Email Campaign before sending it.
Need help? Contact Omnisend Support Team through in-app chat or at [email protected].