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Create Back in Stock Form & Automation

Learn how to use back in stock functionality in Omnisend

Vlad avatar
Written by Vlad
Updated this week

Back in stock functionality allows you to capture additional subscribers — visitors who would otherwise abandon your website without an opportunity to recover their browsing session.


Before You Begin

Benefits

Use Back in Stock to:

  • Recover lost sales – Notify interested customers when products are restocked.

  • Retain loyal customers – Support customers who already know and want your products.

  • Centralize subscriber data – Manage all restock requests in one place alongside your other marketing contacts.

Create Back in Stock Form

Step 1. Create the Form.

Go to FormsCreate Form → In the Forms library, find the "Gather interest in out-of-stock" template → Click Use Template to open the Form Builder.

Step 2. Customize the Form.

Use drag-and-drop to add or edit form elements:

  • Collect email, phone number, birth date, or custom fields using Input and Dropdown items.

  • Add text, images, and buttons to match your brand.

Step 3. Configure Behavior Settings.

Open the Behavior tab on the right-side menu to control when, where, and to whom your form is shown.

  • Audience – Assigns a tag to everyone who submits the form. Helpful for future segmentation and automations.

  • Scheduling – Set when the form becomes visible, and optionally, when it ends or pauses during specific timeframes.

  • Display – Defines when the form appears during a visitor’s session. Trigger options include Time on page, Scroll depth, Exit intent, and Number of page visits.

  • Targeting – Controls who sees the form and where it’s displayed.

    • Set Visitor targeting to show your form to All Visitors, Don’t Show to Existing Contacts, Show to Existing Contacts, or Target by Segment.

    • Set Page targeting for your form to Show on URL, Don’t show on URL, Show on out-of-stock product pages.

  • Visibility – Choose which devices will display the form: All devices, Mobile only, or Desktop only.

  • A/B Test – Test two versions of your form to see which performs better. You can compare variations in visuals or behavior settings.

Important: Your Back in Stock form must be set to Show on out-of-stock product pages.

Note: If you're using Show on URL or Don't show on URL targeting, be aware that some browsers may alter special characters (e.g. ™, ✈) when copying URLs. Always verify that the URL in the targeting field matches the exact URL in your browser.

Step 4. Configure Theme Settings.

Open the Theme tab on the right-side menu to customize the appearance and layout of your form.

  • Form Layout – Choose the form type (popup or embedded), adjust width (up to 1000px), and set its layout and position on the page.

  • Colors – Define background and text colors for the form and its elements to match your brand.

  • Buttons – Customize button styles for use across your form. You can adjust font, size, shape, border radius, and colors.

  • Fields – Style your form’s input fields by controlling font, size, spacing, border style, and colors.

  • Close – Customize the appearance and behavior of the close button:

    • Adjust style and positioning;

    • Optionally allow the form to close when a visitor clicks outside of it.

Note: Close button settings are not available when using an embedded form.

Step 5. Enable Teaser.

Enable a teaser that appears around the edge of the page to draw attention to your form.

Note: The teaser is not available when using an embedded form.

Step 5. Set up Success Message.

Customize the message shown to users after they submit the form. Go to the Success tab to edit.

Step 6. Validate the Form.

Test that the form appears correctly:

  1. Go to your store.

  2. Navigate to a product or product variant that is currently out of stock.

  3. Confirm that the Back in Stock form displays.

Embedding the Form on Your Website

You can choose to display your Back-in-Stock form as an embedded form on the product page instead of using a popup. To do this, go to Theme settings Form Layout → Embedded. Then, follow the instructions below to embed the form into your store.

Platform-Specific Instructions

Step 1. In Omnisend, click Enable form → Copy the embed code of your form.

Step 2. Go to the Products → Select the product → Click Edit.

You will see product description and short description fields with Visual and Text editors.

Step 3. Choose the Text editor where you want to place your form.

Step 4. Paste the form embed code into the content.

We recommend adding it to the short description so it appears immediately for customers.

Step 5. Preview the product page. When the product is out of stock, the form will appear.

Set Up Back in Stock Automation

Once your form is live, set up the Back in Stock Automation that notifies customers when products are restocked. 

Step 1. Create the Automation.

Go to AutomationCreate Workflow → Select the Back in Stock preset → Click Customize Workflow.

Step 2. Edit the Email Content.

Select the email block in your workflow → Click Edit Content.

The default email includes a Back in Stock item that displays product information dynamically when notifying contacts. You can also add this item manually from the Add Elements menu.

Step 3. Track Performance.

Your setup is complete! You can now track metrics and the number of customers waiting for restock notifications in your automation stats.

Note: You can include SMS in this automation, but you cannot use dynamic event data (e.g., specific product names). Instead, use a general message like: "The item you asked about is back in stock."

Monitor with Back in Stock Report

The Back in Stock report shows customer demand for out-of-stock products and helps you make data-driven restocking decisions.

To access the report, go to Reports in the left-side menu → select the Back in Stock tab. The report includes:

  • Product and variant details. View the product name, ID,  SKU, and variant information.

  • Customer interest. See how many customers are waiting for each specific product.

  • Last request date. Track the most recent back-in-stock request to understand ongoing demand. 

Clicking the number under Waiting customers opens a list of customers who requested notifications for that product.

You’ll see the following customer details:

  • Email address, phone number, first and last names, country;

  • Date of the request.

You can also access the specific product page for out-of-stock items directly from the report.

💡 Tips for Using the Report

We recommend using the Back in Stock report to:

  • Identify products with the highest customer demand;

  • Track how many customers are waiting for each item;

  • Restock strategically to recover missed sales.

By regularly reviewing this report, you can optimize inventory planning and ensure you’re restocking the right products at the right time.

FAQ

Do back-in-stock embedded forms work with product variants?
Yes. The embedded form displays only for the specific variant that is out of stock. For example, if a product comes in small, medium, and large sizes, and only the small variant is out of stock, the form appears only when the small option is selected. This works the same way as popups.

If I change a product title, will the workflow still work?

Yes. Back in Stock workflows rely on product ID and variant ID, not the product title. If you rename a product, customers who previously submitted requests will still receive notifications when you restock that item. The title in your report is used only for visual identification.

Why isn't my Back-in-Stock form appearing?

If your Back-in-Stock form isn’t showing, check the following settings and conditions:

  • Targeting settings – The form’s Targeting must be set to “Appears on pages for out-of-stock products.”

  • Product availability – The product must be marked as out of stock in your ecommerce platform.

  • Variant-specific pages – For variant-based products, the customer must visit the specific variant’s URL that is out of stock.

  • Form status – Make sure the Back-in-Stock form is enabled in your Forms section.

  • Browser and cache – Clear your cache or check in an incognito/private window to rule out local caching issues.

Why aren't customers receiving Back-in-Stock emails?

If customers aren’t receiving Back-in-Stock notifications, check the following common issues:

  • Variant page mismatch – This is the most common cause. Customers must subscribe through the exact variant URL that went out of stock. If they subscribed to a different variant, they won’t be notified when the correct one is restocked.

  • Form and automation status – Both the Back-in-Stock form and the Back-in-Stock automation must be enabled. If either one is disabled, notifications won’t be sent.


Still have questions? Feel free to contact us at [email protected] or via in-app chat. We are here 24/7!

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