All of the automation workflows are triggered when a particular event happens — an order placed in your store, abandoned cart, or a new opt-in. But what if you have just set up the automation and don't want to lose the opportunity of following up to the orders placed yesterday or two days ago? In that case, you can use the look-back setting of the preset automation workflows, letting you trigger the workflow retrospectively.
In this article, we explain what presets can be triggered retrospectively and how you can set them up.
Only some of the automation presets can be triggered retrospectively:
If you'd like Omnisend to look back into your carts and order history, you should select the workflow from the presets menu. To do this, proceed to the Automations tab -> click on the New workflow button -> check the Post-purchase option -> select the Order Follow-up workflow.
If you don't want your automations to be retrospective, just create a custom workflow with the appropriate trigger.
If you wish to trigger the workflow that is not listed in the table, you can choose the preset having the same trigger. For example, Order Feedback and Cross-Sell automations can be replaced with the Order Follow-up preset.
💬 Learn how you can save the design of the Email to the Templates and re-use in a different flow.
How does it work?
With the delay setting, you can choose the time when the workflow should be triggered or how long back in the history the event can be. If you set the delay to 30 days, the Order Placed trigger will trigger all of the workflows that were placed within the last 30 days.
The message from the sequence will be sent with the same delay. In other words, today, we will send the message for the order placed 30 days ago.
While the Order Follow-up is triggered for every order, the Customer Reactivation workflow is canceled and re-triggered for every new order.
💡 Retrospective automations are checking the last order status and will be triggered with Order Placed trigger -> current order status, so make sure to use Order placed trigger, as Order status changed doesn't work retrospectively. Learn more about Order Placed and Order Status Changed triggers.
Re-triggering Welcome workflow
Welcome automation can be triggered for new contacts, subscribing to Sign-up form created, or integrated with Omnisend. If you wish to trigger the workflow for existing contacts, you can use either one of the following options:
- send the Campaign to selected Segment;
- re-trigger the flow by pushing contacts to the Segments.
However, before any of these options can be used, you need to create a Segment for newsletter recipients.
💬 Learn how you can push contacts to the Segment.
Send Campaign to selected Segment
One of the most straightforward solutions is to save the content of your Welcome sequence as a template and use it in the Email Campaign design. You can also launch an SMS or Push Notifications Campaign to send your Welcome invitation.
Re-trigger the flow by pushing contacts to the Segment
If your Welcome sequence has a complicated set-up with multiple messages, Splits, and A/B testing, the best solution is to change the trigger to the Segment-based one and push your contacts to the Segment. Check the video to understand how to do this.
💬 Find instructions on how you can trigger the flow for contacts that are added to the Segment already.