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Exit Conditions in Automations

Learn how and when your customers can leave the workflow

Ira avatar
Written by Ira
Updated over a week ago

Every automation designed in Omnisend has a primary trigger that defines when the customer enters the flow, as well as has a set of cancellation conditions defining when a particular customer should exit it. It doesn't matter which blocks you have in the flow and at which of the stages your customers are, they will exit the sequence as soon as the cancellation condition is satisfied.


Before you start

  • Exit conditions can be applied to Automation workflows by the users on all the Omnisend plans;

  • All of the automation workflows created in Omnisend discontinue after the customer goes through all stages of the sequence or when the exit condition is satisfied.

  • Up to 4 Exit conditions with different trigger filters can be added to a single workflow.

Setting up Exit Conditions

If you start working on the sequence by selecting one of our presets, you can check the default exit condition in the trigger settings.

To change or add the exit condition to the trigger, you need to enter the editor for the Automation -> click on the Trigger block -> navigate to the Exit conditions.

Add filter

When setting up the exit condition, you may choose to either add a filter or leave the condition only. Adding a filter will help you target your communication more precisely. You can even add up to 5 different filters to each of the Exit conditions. For example, you can add two Order Statuses connected with the OR operator to the Order Placed Trigger, thus, canceling the sequence for the orders with any of these statuses.

Important! Be careful when using AND operator, since the automation will be canceled only in case both rules are met simultaneously.

Add Exit condition

When adding another exit condition, you may add another cancellation event to the trigger. In that case, the workflow can be canceled when your customer cancels the order OR was refunded the order.

Once you've added the condition, you can proceed with the rest of the settings.

Cancel the workflow for non-subscribed customers

There are a few automation workflows that are triggered despite the customers' statuses. While the transactional email with the receipt or tracking information should be sent to all customers, you may want to limit Abandoned Cart automation to subscribed customers only.

To prevent non-subscribed customers from receiving your promotional emails you should add a Segment-based Exit condition. Follow the next steps for detailed instructions.

Step 1: Create a Segment of contacts that have a non-subscribed status. In the screenshots below, we check the status of contacts for the Email channel only, but you can adjust it according to your needs.

Step 2: Add Segment-based Exit condition to the Automation settings.

πŸ’‘ We recommend using the Exit condition instead of the Audience filter, since the last one may have a short delay in processing the contact correspondence to the Segment.

Cancel the workflow for the unconsented customers

All of the automation workflows are triggered differently depending on customers' statuses. While you want to deliver transactional emails to all of your customers despite their subscription status, the automation from the abandonment series to comply with a GDPR or TCPA should be sent to consented customers only.

GDPR-based segment

TCPA-based segment

Manual cancellation for the sequence

After you launch the automation, there is no way to cancel it for selected customers only. To solve this problem, we suggest adding a Segment based automation with the tag created for this sequence in particular. When you add a tag to the customer profile, they will be added to the Segment and cancel the flow immediately.

Important! As its name states, the sequence is canceled when the customer enters the Segment. Nothing happens if the customer was added to the Segment previously.

Step 1: Create a tag-based Segment

To create a tag that could later be used for the sequence, you need to assign that tag to one of your customers. After the tag is created, the customer can be un-tagged.

Step 2: Add a Segment-based trigger to the workflow settings

As you can see from the Recording, we tried editing the enabled workflow. Therefore, we had to choose what needs to be done to the customers that entered the sequence already. We always recommend going with "Complete the current sequence" instead of discontinuing it.

We encourage you to accept our best practices and reach out to the Support Team πŸ‘‹ via chat or at [email protected] in case any question arises.

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