Omnisend Automation empowers you to create and send automated emails based on various triggers related to your subscribers, buyers, or customers. For a detailed overview of the types of automations available, visit our Automations Library.
Before You Start
Availability: Automation workflows are included in all Omnisend plans. For pricing details, visit our Pricing Page.
Channel Integration: You can incorporate various channels into each automation workflow. However, contact subscription statuses are managed separately. Add an Exit Condition to ensure the flow targets only subscribed or consented contacts.
Workflow Replacement: Omnisend automations do not automatically replace existing workflows in your store. Once automation is enabled in Omnisend, disable the corresponding workflow in your store settings. Learn more about replacing automatic responses in Shopify.
UTM Tags: Omnisend automatically adds UTM tags (sourced as omnisend) to all messages. These can be customized for each message within the flow.
About Automation Workflows
To access your Automation workflows, navigate to the top menu and select Automation. Workflows are categorized based on specific triggers, such as Abandoned Carts or Signups.
You can either start with a pre-built preset (recommended) or create a workflow from scratch. Both options allow for customization but presets come with recommended default values.
Setting Up an Automation Workflow
Step 1. Choosing the Type of Workflow
Go to the Automation tab.
Click Create Workflow.
Select a workflow from the Automations Library or choose Create from Scratch.
You’ll see workflows with varying numbers of messages. Some include only one email, while others feature multiple emails and SMS. You can modify the structure by adding or removing messages as needed.
Step 2. Adjusting Trigger Settings
Trigger & Trigger Filter: Customize the trigger settings according to your store platform. Each workflow includes default trigger settings, which can be adjusted. You can add up to 5 Trigger Filters to each workflow.
When setting up the order-based Automation, you should consider the order's initial status when added to the system. If your order is added to Omnisend with the Paid status and only then changes to Fulfilled, you should use the Fulfillment status is "pending" or "partial" trigger filter if it makes a difference based on your store settings.
Audience Filter: Defines the customer segment that receives the message. For example, setting the Audience Filter to "Country is Lithuania" will target customers who select Lithuania at checkout or via the Signup form.
Exit Conditions: These do not restrict entry but cancel the flow once specific conditions are met. Add up to 5 Exit Conditions to tailor when the sequence should end.
Frequency: Manage how often a customer triggers the workflow. Set a Frequency delay (hours or days) to prevent multiple triggers in a single session and use the Skip Contacts option to avoid overlapping automation.
Optional Step: Add a Split to the Automation
Use Conditional Splits to direct different messages to various contact groups based on conditions. You can add up to 10 splits, based on:
Trigger events or filters
Custom properties or audience filters
Message behavior or previous interactions
A/B Test Split: Test different elements of your automation, such as subject lines or content, by randomly splitting contacts into groups based on your chosen probability.
With this feature, you may look at how each of the parameters influences your automation performance, whether it is a subject line, the content of the message, or the structure of the sequence (messages, delays, etc.).
Step 3. Set the Delay
Choose delays ranging from minutes to months. Follow our best practices for suggested timings, but adjust as needed. Delays are calculated from the end of the previous block, not just the trigger.
Step 4. Add a Message to the Sequence
Email Message: Ensure you fill in all required fields, such as Subject line, Preheader, Sender’s name, and Sender email address. Automated workflows include unique content blocks based on the trigger type.
Once you fill in the information displayed in the inbox, you can start editing the Email message content.
SMS Message: Similar to emails, ensure all required fields are filled. SMS messages can be edited directly within the editor.
Multi-Channel Sequence: If multiple channels are included, a default checkbox ensures that contacts not opted-in for a specific channel are passed to the next message in the workflow.
Optional Step: Add a Tag to the Automation
Tags help categorize customers at different workflow stages, allowing you to segment and target communications more effectively.
Managing Enabled Workflows
When you make changes and click Publish Changes, a pop-up will prompt you to decide how to handle contacts already in the sequence. You can choose to complete the workflow under the old rules or cancel it.
Changes to email content will be applied to all contacts, but those who have completed the initial flow will not receive new emails unless re-triggered.
Automation Report
To review the performance of your Automation workflow, click Show Stats or View Full Report for detailed insights. The report shows how many customers interacted with each block and how many were skipped. The customer skips the block in case they are not eligible to receive the message. For example, the customer not subscribed to the SMS channel skips the block with the SMS message but passes to the next stage in the flow.
Note that stats may reset to zero for new blocks, and a 30-day wait period is recommended for accurate reporting (explained below).
Note: if you intend to make any changes to any of the individual blocks of your automation, you will need to wait 30 days without making any further changes to any of the blocks to ensure that all stats (for every individual block) are properly aligned.
Once you add a new block, the stats will be set to 0 because no customers have used them yet.
If you have any questions, please contact our Support Team via in-app chat or email us at [email protected].