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Step 6. Email and SMS Automations for Enhanced Engagement
Step 6. Email and SMS Automations for Enhanced Engagement

Learn how to create automated workflows with Email and SMS

Ira avatar
Written by Ira
Updated over a week ago

Omnisend's cross-channel automation feature allows you to seamlessly combine email and SMS to create dynamic marketing workflows.

This integration allows you to deliver targeted messages to your audience across multiple channels, leading to increased engagement and conversion rates.

What's Automation Anyway?

An automation or automated workflow in Omnisend is like a digital blueprint that guides how you interact with your customers in an automated way. It's a series of steps or actions that happen automatically when certain things occur, such as when someone signs up for your newsletter or abandons a shopping cart on your website.

Imagine it as a chain reaction: when one event happens, it triggers a sequence of actions. For example, when a new customer subscribes to your email list, a workflow might automatically send them a welcome email, followed by a discount offer a few days later, and then a product recommendation based on their interests.

Automations in Omnisend help you deliver the right messages to the right people at the right time without having to manually do each step.

It's like having a marketing assistant that follows a pre-defined plan to engage with your customers, making your marketing efforts more efficient and effective.

The Benefits of Multi-Channel Automation

Here are some compelling benefits of adopting a multi-channel approach in marketing automation with Omnisend:

  1. Expanded Reach: You can reach a wider audience by utilizing both email and SMS. Some customers prefer one channel over the other, so having both options ensures more people receive your messages.

  2. Higher Engagement: Engaging customers through multiple channels increases the likelihood of them noticing and responding to your messages. It also provides an opportunity for different types of interactions.

  3. Personalization: Combining email and SMS allows for more personalized communication. You can tailor messages based on customer preferences, behavior, and purchase history, creating a more relevant experience.

  4. Increased Conversions: You're more likely to drive conversions when you engage customers through multiple touchpoints. For example, sending a follow-up SMS after an abandoned cart email can be a powerful combination.

  5. Enhanced Customer Experience: A multi-channel approach shows customers you're responsive and attentive. It allows you to provide better support and keeps customers informed throughout their journey.

  6. Automation Efficiency: Omnisend's automations make it easy to manage multi-channel experiences. You can set up workflows that trigger emails and SMS messages at the right times, saving you time and effort.

Practical Examples: Leveraging SMS Automation

  • Welcome Series: Create a warm welcome for new subscribers by sending a series of emails and SMS messages introducing your brand and offering a special discount code.

  • Order/Shipping Updates: Keep your customers informed by sending automated SMS updates on their order status and shipping information.

  • Personalized Offers: Send SMS messages with exclusive personalized offers based on customer preferences and past purchases.

  • Thank You Messages: Express gratitude to your customers after the purchase with personalized thank-you SMS messages.

Getting Started with Cross-Channel Automation

Step 1: Log in to your Omnisend account.

Step 2: Access the Automation section from the main menu.

Step 3: Click New Workflow to start building your automated workflow.

Step 4: Choose the preset for your automation, filter out by Channels โ†’ย  Email & SMS:

Step 5: Configure your automation settings, including the email and SMS blocks in your automation. If you have chosen a preset that doesn't have SMS, you can always add them to the automation. Just drag&drop the SMS block to the stage you want to send the SMS at.

Step 6: Start your automation to activate and reach your customers with personalized messages.

Examples of Omnisend automation include:

  • Welcome Series: Send a series of welcome emails and SMS messages to new subscribers, introducing them to your brand and offering special incentives.

  • Abandoned Cart Recovery: Automatically send reminders to customers who leave items in their shopping carts, encouraging them to complete their purchase.

  • Customer Re-engagement: Identify inactive customers and send them targeted offers or content to bring them back to your store.

  • Order and Shipping Updates: Keep customers informed about the status of their orders and provide shipping updates automatically.

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