Introduction
With Omnisend, you can easily segment and target customers based on where they shop with you; whether they purchase in-store or online. This lets you create smarter automations and campaigns that reflect how customers interact with your business, delivering more relevant messages and better engagement.
Creating Segments based on Channels
When orders are completed in the till, we post Order Fulfilled Orders to Omnisend, tagged with the appropriate channel information. These are the tags we use:
Web Order
If the order is an ecommerce or web order
Retail Order
If the order is a POS or in-store order
DPD Pickup
If the order has the Collect Plus helper item line
Click & Collect
If the has the Click & Collect helper item line
Delivery
If the order has neither of the aforementioned helper item lines
To create a segment based on these tags,
In Omnisend, go to Audience and then to Segments and select + Create segment
Select the option to create a segment from scratch
Add filter and select the Order fulfilled event from the drop-down.
This will create a filter for all contacts who have triggered the Order Fulfilled event at least once. A “where” clause will then be added on the next line, allowing additional conditions to be applied. Click into the Address 1 field, search for “Tags”, and select the result without a header.
This will update the condition to where Tags is …. Finally, click into the field after the “is” condition and enter the tag name exactly as listed in the previous section.
Click anywhere on the page, and then Save & show contacts. Give the Segment a name and save.
The tag name is case sensitive
The tag names are case-sensitive, so they must be entered exactly as shown below:
Web Order
Retail Order
DPD Pickup
Click & Collect
Delivery
Using the segment in Automations
You can use the segment within automations to route customers into different flows based on the segment they belong to.
When to use segments and event triggers in your automation
The tags are included on all Order Fulfilled events, which are triggered when an order is completed in the point of sale. Because existing contacts can belong to multiple channel segments (for example, a customer who shops both online and in-store), it is recommended that channel segments are primarily used for new customer automations.
For follow-up emails based on the order channel, use the Order Fulfilled event as the automation trigger and apply the relevant tag to split between channels.
