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Exit Conditions in Automations

Learn how and when your customers can leave the workflow

Ira avatar
Written by Ira
Updated this week

Every automation designed in Omnisend has a primary trigger that defines when the customer enters the flow, as well as 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

  • 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 add up to 5 filters to each Exit condition. For example, you can add two Product IDs 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 an Exit Condition

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

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

Cancel the Workflow for Unconsented Contacts

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, you might want to fully comply with GDPR or TCPA for your marketing automations by sending to consented customers only. In this case, you can create segments of your unconsented contacts and use them as an exit filter with "Entered Segment."

GDPR-based segment

TCPA-based segment

Entered segment as an exit condition

💡 If you'd like to limit non-subscribed contacts from receiving your automation, you can simply do that through your workflow channel settings, choosing which contact statuses are eligible to receive your automation.

Manual Cancellation for the Sequence

After you launch an automation, it’s not possible to cancel it for selected customers only. To address this, we recommend planning ahead by creating a segment with a tag rule and adding this segment to your automation’s exit rule.

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.

Once the tag is added, you can use it as a segment rule.

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

Once your exit rule is set, the following sequence should happen to exit your chosen contacts at any time:

  1. Go to Audience → Contacts and select the contacts.

  2. Add a tag to the selected contacts.

  3. The tagged contacts will enter the segment.

  4. Once in the segment, they’ll meet your automation’s exit rules.


If you have concerns or questions, our 24/7 support team is ready to help via in-app chat or email at [email protected].

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