Omnisend

Sarunas

Paulius

Learn how to build and optimize your automations

Automation

Learn what automation workflows you can set up in Omnisend

Explore Omnisend Pre-built Automation Workflows

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

Set Up Automation Workflow Settings

Gain high-level understanding before configuration or building automations. 

Getting Started with Automation

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

Create a Test Segment for Automation Workflows

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

Disable or Delete an Automation Workflow

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

Edit an Enabled Automation

Learn how to build custom Dynamic Content Layouts in your Automation emails

Add Dynamic Content to Your Automations

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

Understand Event Data in Automation Workflows

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

Copy Automation Workflows

Core actions marketers perform before and after building automations.

Managing Automation Workflows

Learn how to set up automation trigger settings, use trigger filters, and troubleshoot workflows

Understand Omnisend Automation Trigger Settings

Discover how to test and verify your automation triggers with the Trigger Preview Tool for accurate workflow execution

Trigger Preview Tool: Verify Your Automation Trigger

Send automations to contacts who triggered events before you enabled the workflow – based on delay timing

Run Automations for Past Events (Retrospective Triggering)

Customize Workflow Channel Settings

Learn how to set up automated workflows to send messages to specific segments, including using multiple languages in automation

Understand Audience Filters in Automation

Learn how and when your customers can leave the workflow

Set Up Exit Conditions for Automations

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

Configure Delays Between Automation Steps

Manage how many automations can be triggered with the Frequency setting

Understand Frequency Settings in Automation

Learn how to use conditional splits in Omnisend to create personalized automation workflow paths based on customer behavior, segments, and message engagement

Use Conditional Split to Create Workflow Paths

Learn how to use A/B test split to your workflows

Set Up A/B Test Splits in Automations

Webhooks send real-time data from Omnisend to external systems like Slack, WhatsApp, or CRMs. Learn how to set up, test, and use webhooks in automation workflows

Use Webhooks in Automation

Learn how to set Double Opt-In for any subscriber source in Omnisend

Set Up Alternative Double Opt-in

Automation Building Blocks (Triggers, Filters, Paths & Conditions)

Learn how to set the automation for welcoming your new subscribers

Welcome Automation

Learn how to target customers who abandoned their carts and checkouts in your store

Abandoned Cart and Abandoned Checkout Automations

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

Product Abandonment Automation

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

Browse Abandonment Automation

Avoid Overlapping Automations for a Better Customer Experience

Manage Browsing Behavior Automations

Send automated order confirmation emails with product details, pricing, and shipping info immediately after every purchase

Order Confirmation Automation

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

Order Follow-up Automation

Craft Shipping Confirmation Email: Including Order, Product, Shipping, and Billing Details

Shipping Confirmation Automation

Learn how to create a cancellation confirmation email

Cancellation Confirmation Automation

Win back your old customers with Reactivation Automation

Customer Reactivation Automation

Master automated emails: strategically target cross-selling with personalized product recommendations

Cross-Sell Automation

Learn about the Message Delivery Failed trigger and its filter options

Message Delivery Failed Automation

Learn how to to set up Replenishment Reminder automation to retain customers and increase sales

Replenishment Reminder Automation

Learn How to automate Birthday messages in Omnisend

Birthday Automation

Discover how to set up automation based on subscriber behavior, specifically when they enter or exit segments

Trigger Automations on Segment Entry/Exit

Automate your product review emails with the Product Reviews workflow preset to gather customer feedback and boost your sales

Automate Product Review Requests (Third-Party Apps)

Learn how to engage your customers effectively with automated follow-up messages using "Message sent" trigger

Boost Campaign with Automation

Automation Workflows Library

Benefit from the SMS channel in your automation

Add SMS to Your Omnisend Automations

Learn how to use unique discount codes in your automated SMS or MMS messages in Omnisend

Add Unique Discounts to Automated SMS/MMS

SMS in Automations

Learn how to replace Shopify's order confirmation with a simple Thank You message and send detailed order emails through Omnisend

Replace Shopify's Order Confirmation with a Thank You Message

Replace Shopify's Default Emails

Replacing Native (Ecommerce) Automation Workflows

Troubleshoot Transactional Automations

Learn how to check why your Welcome automation is not firing and how to troubleshoot common issues

Troubleshoot Welcome Automation

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

How Omnisend Tracks Abandoned Carts

Troubleshooting

Find the answers to the most popular and tricky questions

Automation: FAQ

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