To get even more targeted with your automation flows, you can limit the audience that receives your message. For example, if a welcome flow triggers for someone who recently signed up via one of the Omnisend forms and added their preferred language, an audience filter could be added to send the email in that specific language only. Audience Filters get applied alongside the trigger and let the right contacts into your workflow only.

Contents

Set-up process
Profile-based Audience filter
Segment-based Automation

Before you start

⚠️Segment -based Audience filter adds a little overhead to the system. Jump to this section for more information.

Set-up process

The audience filter is one of the options available alongside the trigger rules. Up to 5 filters can be added to a single workflow. The rules in the Audience filter can be based on Profile data, Tags, and Segments.

Profile-based Audience filter

In the menu with your customers' profile data, you may find a variety of different options, including your customers' address, gender, birthdate, etc. All of these options may help you target the email to a specific group of your customers and tailor your communication accordingly.

For example, if your Audience filter is set to Country is the United States or the United Kingdom, only customers from either one of these countries will enter the workflow.

💡 If you create a workflow (i.e order confirmation) for a specific segment (i.e. English language) and have the same regular order confirmation workflow for all of your contacts, you will need to ensure you don't send duplicate order confirmation emails to your contacts. This can be done in three ways:

  • Add a specific segment as a filter "Segment IS NOT" in your regular order confirmation flow.
  • Create multiple flows with segments to cover all different languages and disable the regular workflow.
  • Use the Conditional Split instead of the Audience filter.

Segment-based Automation

Building a Segment adds a little overhead to the system, therefore delaying the condition check. For example, when the customer places the order in your store, we process this event in the following way:

  1. the event is passed to the system;
  2. automation is triggered;
  3. customer is added to the segment.

Let's imagine that we need to send the automation to the customer that places his first order.

The most obvious solution is to set the Audience filter to Customer placed 1st order. But, without adding a delay to the sequence, letting the Segment process this information, the trigger won't work. We also can't use to Customer enters a segment trigger, since this event doesn't carry the information about the order. Find more details about the event-based triggers.

Therefore, the most straightforward solution is to add a small delay (1-2 min) to the flow and set this specification in the Segment-based split. However, there is another solution to this problem, that eliminated the need for the delay block:

Step 1. Set-up a Segment of the customers that placed at least one order already

Step 2. Use this Segment in the Automation trigger settings

The customer placing his first order won't be added to any of your Segments. Therefore, he will qualify with the rule Segment is not Placed at least one order, and will trigger this automation. Still, you will need to set-up another Automation with the Audience filter set to Segment is Placed at least one order to send messages to repetitive customers.

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