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Using Segment-Based Workflow: Reoccurring Automation
Using Segment-Based Workflow: Reoccurring Automation

Learn how you can use the Segment-based trigger to re-trigger the workflow

Ira avatar
Written by Ira
Updated over a week ago

Segment-based Automation may add considerable variability to your Omnisend Automations. It extends the range of the events and filters you may use and lets you retrigger the workflow.

Problem Statement

Let's consider the use-case when we want to send the message every time the Signup form is Submitted instead of sending it only once when the initial opt-in is provided.


Before we can start setting up the sequence, we should find a way to identify contacts who are submitting the signup form. For this purpose, we will add a tag to the Signup form Audience settings, so every time it is submitted, a tag is assigned to the contact profile.

After that, we create a Segment of the contacts having this tag. Go to Audience β†’ Segments β†’ Create segment β†’ Create from scratch β†’ Tag is X.

Finally, in the Automation, we use this Segment as a trigger.

In the Automation trigger, we need to ensure the Frequency setting is disabled, so any contact removed and then added back to the Segment would trigger the flow again.

Later in the sequence, we remove the tag, and the customer is dropped from the Segment. After submitting the form again, the customer gets a tag, enters the Segment, and triggers the flow for the second time.

This solution may be beneficial if you use your Signup forms to collect personal data about your clients. When your customer updates personal details or preferences, Automation will send a message confirming the change.

If you have any questions or need any assistance, do not hesitate to contact our support team at [email protected].

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