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How to create a marketing automation with Omnisend


Automated emails drive around 30% of all email revenue alone, so why miss out on so much money?

How to create a marketing automation with Omnisend

With Omnisend, you can create automations to nurture your leads, turn them into customers, and even win back inactive subscribers.

But creating automation can be a complex process for non-techy users, so we decided to make this tutorial and guide you on how to create a marketing automation with Omnisend.

So let’s get started!

Set up a marketing automation


1. To set up your first automation with Omnisend, click Automation on the top menu.

Create an automation with omnisend

2. Click on Explore all workflows.

Create an automation with omnisend

3. You can choose from various E-commerce-specific automation templates that Omnisend offers.

4. If you are not sure where to begin, having a welcome and an abandoned cart workflow is a must. These two automations bring in more than 50% of all automated conversions.

Create an automation with omnisend

Build and activate your marketing automation


If you did not find any custom workflow to your liking, you can choose to build automation from scratch.

1. To do so, click on Create Custom workflow

Create an automation with omnisend

2. To add an entry point for the automation, Select a trigger from the menu on the right.

3. Select an entry point you want to use as the starting point.

Create an automation with omnisend

4. You can apply filters to the trigger

Create an automation with omnisend

5. If necessary, you can add an Exit trigger that makes a contact exit your workflow immediately.

If you, for example, set an abandoned cart workflow, you can set the exit trigger as started checkout or canceled order.

Create an automation with omnisend

6. Click Update to add the entry point to the workflow

Create an automation with omnisend

7. If you want to add messages or flow actions:

  • Drag and drop it into the automation.
  • Configure additional settings on the right-side menu

8. Once you are done building your automation, click Start workflow

Create an automation with omnisend

That was it. We hope you found this tutorial helpful and learned how to create your first marketing automation with Omnisend.


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