Automation

Automation Setup

Learn how to set up and customize your automation workflows, use audience filters and tags in automation

Written by Katherine
Updated over a week ago

Copy automation workflows

Learn how to copy automation workflows within your store or different stores that you have access to

Written by Jurate
Updated over a week ago

Editing enabled automation

Learn what should you do to apply changes to already enabled workflow

Written by Katherine
Updated over a week ago

Disable or delete the Automation workflow

Learn how you can disable or delete the workflow and which option works better for you

Written by Katherine
Updated over a week ago

Creating a Test Segment

Learn how you can restrict the Automation to be triggered for contacts from the Test Segment only

Written by Katherine
Updated over a week ago

Event data in the Automation workflows

Learn what data is passed and can be added to the Automation workflow

Written by Katherine
Updated over a week ago

Automation trigger settings

Learn about different triggers and how you can use them

Written by Katherine
Updated over a week ago

Triggering the workflow retrospectively

Learn how you can trigger the workflow for the events that took place before you enabled the workflow

Written by Katherine
Updated over a week ago

Product and Order tag trigger filters

Learn how to use tag-based filters in the Trigger settings

Written by Katherine
Updated over a week ago

Filters in automation

Learn how set up automation workflows to send messages to specific segments, i.e use multi-language in automation

Written by Jurate
Updated over a week ago

Exit conditions

Learn how and when your customers may leave the workflow

Written by Katherine
Updated over a week ago

Delay block in the automation

Learn how to add the Delay block to your automation and what values you can assign

Written by Katherine
Updated over a week ago

Frequency setting in the Automation trigger

Learn how you can change the frequency setting and what benefit it provides

Written by Katherine
Updated over a week ago

Conditional Split

Written by Katherine
Updated over a week ago

A/B test split in Automation workflows

Written by Katherine
Updated over a week ago

Welcome Email

Learn how to welcome your new subscribers

Written by Paulius
Updated over a week ago

Abandoned Cart

Learn how to recover abandoned carts with Omnisend automation

Written by Paulius
Updated this week

Abandoned Cart tracking

Learn which methods Omnisend uses to track contacts leaving their carts behind

Written by Katherine
Updated this week

Order Confirmation

Send an automated order confirmation email filled with order summary, product info, and shipping and billing info

Written by Paulius
Updated over a week ago

Order Follow-up Email

Learn how to use and set up Order Follow-up feature with Omnisend

Written by Paulius
Updated over a week ago

Shipping Confirmation

Send an automated shipping confirmation email filled with order summary, product info, and shipping and billing info

Written by Jurate
Updated over a week ago

Cancellation Confirmation

Send an automated cancellation confirmation email filled with order summary, product info, and billing info

Written by Jurate
Updated over a week ago

Product Abandonment

Send an automated email filled with data about viewed products in your store.

Written by Jurate
Updated over a week ago

Browse Abandonment

Send an automated browse abandonment email filled with data about visited pages in your store.

Written by Jurate
Updated over a week ago

Timing your Abandonment flows

Learn how to align your Browsing Abandonment, Product Abandonment and Abandoned Cart flows

Written by Katherine
Updated over a week ago

Cross-sell

Learn how to send automated emails with highly targeted product suggestions to cross-sell or up-sell

Written by Paulius
Updated over a week ago

Contact enters/exits a Segment Automation

Learn how you can setup your automation based on subscribers entering and exiting particular segments

Written by Paulius
Updated over a week ago

Using Segment-based flow to set up reoccurring automation

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

Written by Katherine
Updated over a week ago

Birthday Email

Learn how to automate birthday emails on Omnisend

Written by Paulius
Updated over a week ago

Customer Reactivation

Win back your old customers with reactivation email automation

Written by Paulius
Updated over a week ago

Customer Feedback

Allow your customers to provide you with valuable feedback after their order is fulfilled

Written by Jurate
Updated over a week ago

Shopify Marketing Activity - Abandoned Cart

Written by Jurate
Updated over a week ago

SMS in Automation

Benefit from SMS channel on your automation

Written by Jurate
Updated over a week ago

SMS Sender's Name

Learn about nuances of custom SMS sender's name and country restrictions affecting it

Written by Paulius
Updated over a week ago

Link Replacement in SMS Messages

Learn why and how we replace links in SMS messages

Written by Paulius
Updated over a week ago

Thank you note for Shopify stores

Written by Katherine
Updated over a week ago

Replacing automatic responses from Shopify

Written by Katherine
Updated over a week ago

Troubleshooting Transactional automation

Written by Katherine
Updated over a week ago

Re-trigger Transactional email

Learn how you can resend the transactional message

Written by Katherine
Updated over a week ago

Troubleshooting why contacts are not entering your Welcome automation

Learn how to how to check why your contacts are not entering Welcome automation and resolve it

Written by Violeta
Updated over a week ago

Automations — FAQ

Find the answers to the most popular and tricky questions

Written by Katherine
Updated this week