General questions

Is it possible to schedule emails to be sent on a specific day of the week? Unfortunately, it is not possible to set the message to be sent on a particular day of the week. You can only specify the delay or the time of the day when your message should be sent.

If I add another message to the already enabled sequence, will it be sent to contacts that have entered the workflow already? The message that you add after enabling the sequence will be sent to the newly added contacts only. While for those that entered the workflow already, you may choose whether you want to complete the series under the old rules (without the message you have added) or cancel.

Is it possible to add an action to the workflow? For example, unsubscribe or add a property to the contact profile. Unfortunately, it is not possible. You can only add a tag to the contact profile. Later, those tags can be used to Segment your contacts and perform manual actions (Unsubscribe contacts) in bulk.

What happens if I split the sequence to include an SMS message and then follow with the email, but non-subscribed to SMS channel contact enters the workflow? The contact will skip the stage with the SMS block and receive the email message in case subscribed to the Email channel and you didn't uncheck "pass non-opted-in contact to next workflow step" check-box in the message settings.

Can custom workflow preset be triggered for non-subscribed and unsubscribed contacts? It can be triggered for non-subscribed but not for the unsubscribed ones. Only transactional emails can be triggered for unsubscribed contacts.

Is it possible to test the workflow before triggering it live? You can add a segment-based audience filter restricting the workflow so that it would be triggered for contacts that belong to the Test Segment only.

If you copy the automation from one store to another one and apply changes to the original flow, will those changes apply to the copied flow too? When you copy the automation, Omnisend creates a new instance of the workflow. Therefore, changes applied to any of these workflows won't be reflected in the other one.

Is it possible to cancel the workflow for contacts that didn't open the message (Email, SMS)? To cancel the workflow for contacts that didn't open the Email or SMS message, you can add a Split condition based on the message behavior. If you don't add any action to the No path, those contacts that don't open the message will exit the sequence.

Is it possible to send native Shopify emails for the password reset, account welcome, etc.? Currently, it is not possible to set up those automations in Omnisend. You can only replace their design using the HTML code that can be retrieved from Omnisend. Check this article for the instruction.

Transactional automations

Would it be possible to split automations based on the product weight or shipping cost? Although it is not possible to split your automation based on these parameters, you can add different tags to the products with a certain weight or use auto-tagging service to tag orders based on the shipping cost.

Is it possible to use both metric and imperial units? It depends on the store platform, some of the stores, for example, Shopify, are converting their units to grams automatically.

Can we have multiple triggers for a workflow? It is not possible to set multiple triggers for a single workflow but you can add a Split Condition with different trigger filters. For example, you create the workflow with Order status changed trigger and different order statuses in the Split condition settings. Make sure to read the instruction on the trigger settings.

Is it possible to filter out Failed orders? It is not possible to filter Orders according to the payment or fulfillment status. But you can assign different tags based on those values in your Shopify admin. Later on, those tags can be assigned by the Automation workflow.

Are we able to pull in Shopify Order Line Item Properties? Currently, it is not possible to pull over anything except for the default options available in the personalization menu or the individual Content Blocks. Check this article to see the information that can be added to the Email message content.

Is there a way to use Delivered status in the Shipping Confirmation automation? None of the platforms having direct integration with Omnisend is passing Delivered status to Omnisend. However, you can integrate Omnisend with 3rd party Shipping application, having the direct integration with Omnisend — ShipStation, Easyship, or AfterShip or with any other app that can be integrated through Zapier.

Browsing-based automations

What is the solution to exclude contacts that abandon a cart from a browse abandonment automation? You can add Exit Condition to your Browse Abandoned flow to cancel the workflow when someone abandons a cart in your store. Check this article for detailed instructions.

If an anonymous user was browsing my store, checked a few products, and subscribed to the exit-intent form, will I be able to run browse-abandoned flow? It is not possible to track your contact behavior retrospectively. Omnisend should recognize the customer first and then start monitoring its behavior. However, the Abandoned Cart workflow, will be triggered, since we are adding the OmnisendCartProducts and store cart info in this cookie.

Does the Abandoned Cart workflow gets triggered for anonymous contacts? Abandoned Cart automation gets triggered only in case we can identify the contact, and the contact has satisfied all of the conditions in the Trigger settings — trigger, trigger filer, and audience filter. The contact will exit the sequence in case the Exit condition is satisfied (placed order or satisfied another requirement). Learn more about the Automations reports.

Subscriber-based automations

Is it possible to trigger the Welcome workflow for the customers subscribing at the checkout page? It is not possible to trigger the workflow with the Signup trigger, but you can use the Customer enters the Segment trigger instead. In the Segment settings, you need to define the condition that would identify those contacts uniquely, ex: subscribed + tag (assigned by the workflow with the Order Placed trigger) or subscribed + doesn't have the opt-in date (since only Signup forms assign this date).

Is it possible to get a notification every time somebody subscribes to my list? As for now, there is no way to set store-level notifications. You can only create a Segment of the contacts that were added to your list within the last couple of days. In that case, every time you log in to your store, you will see the list of the recently added contacts.

If we collect our contacts' wedding anniversaries and want to trigger the workflow two weeks before this date, how would we do that in Omnisend? Recurring automation workflow can be set up using a Birthday preset only. This automation is based on the birthday date stored in your contacts' profiles. If you wish to trigger the workflow for a different occasion, you will still need to record that date under the birthday field.

If you didn't find the answer to your question, reach out to our Support Team via in-app chat or at support@omnisend.com.

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