✉️FREE Email Marketing Automation Tutorial for Beginners (2024)✉️

have you guys ever signed up for a service or bought something online and then received an email like right away this is called email automation email automation allows you to send prescheduled emails to customers without you having to actually manually send the emails so today in this video I'm going to walk you guys through how to fully automate your email marketing step by step for free in this video I'll show you how to fully automate emails sent from your website to send out a variety of emails in order to engage with your customers and convince them to take action we are going to be using a free platform called omnisend to start youra email marketing journey and it's really simple to use one of the biggest issues with online businesses is abandon carts 75% of carts online are abandoned abandoned carts happen because sometimes customers need a little bit of push in this video we're going to walk you through how to fully automate your email marketing to remarket to your potential customers to get more conversions for your business in this video we're going to set up your email marketing automation with omnisense omnis is the world's largest email marketing platform omnis allows you to quickly set up your emails marketing campaigns create forms and automate your emails what's even better omnison has automated email templates with proven successful conversion rates basically they know what works so you don't need to be an expert on email marketing omnis will let you know what are the best converting emails to send for your customers you simply insert the templates add your company information like your logo and your name and you're all set with omnis you guys can send a variety of automated emails based off days weeks or even months this will keep your customers in the the loop about your business now the great part is this software is completely free so omnison does have a free plan and you guys can use that to get started once you guys hit like 500 subs or something like that then they have a plan where you guys have to pay but to get started it's completely free I know email marketing at first can be a little intimidating right you're not sure where to go it may be expensive yada yada yada but the great part is is that all you guys need to do is set up this automation once and then from there it'll like work on autopilot so you don't have to keep intervening and out stuff and all that annoying stuff I totally get it right so let me walk you guys through how to use omnisense we're going to break this video up into four different sections in the first section I'll be showing you guys how to sign up with omnisend and explore the accounts and just give you guys a general overview about how to use the omnisend platform in the second section we'll create a form I'll walk you guys through how to create a variety of forms to Market to your customers in order to capture emails on your websites we can then Market to them later and even create automations for them in section three we'll create an email omnison has a visual Dragon drop Builder that you guys can use to fully customize all the emails that you guys send out you can offer coupon codes showcase your latest products and even add a cool little spinner thingy to offer discounts for your customers in section four automation omnis has a very simple to use email canvas Builder you can create visual email marketing funnels to see exactly how to Market to your customers we are going to create various templates such as a welcome email a follow-up email and an abandoned card email and also an abandoned checkout out email as well we also do have a discount for omnisend in the description below of this video so if you guys do want to actually upgrade to the pro plans we do have discounts available and coupons in the description also we have timestamps in the description so if you guys just want to jump to the automation part we have time stamps in the description that you guys can use to you know bounce around to any part of this video so you guys ready let's get started now there is a link in the description of this video it'll take you to step one and that's to create a free account with omnisend all right guys so this is omnisend and this is the free email provider that we're going to use to send out automated emails to all of your customers so when you guys first get here you'll just simply click on the start free so next you'll be prompted to sign in or sign up with an email so right here I'll click on sign up with email and then you guys will just go ahead and fill this out right here so I'm going to go ahead and fill out my email and then you guys will make a password you can let them know if this is an e-commerce business right and then right here you'll just agree to the terms and if you guys want you can sign up for their newsletters about product updates or tips and stuff like that so once you guys enter in your credentials you'll then click on sign up okay so once you guys sign up with the email it'll then send a confirmation email so you'll go ahead and go back to your email then you'll get this email from omnisend where we will complete our registration I'll verify the email address so now we're going to fill out our general information so your first name your last name the name of the business right so here we go Daryl oops darl Wilson mine is is going to be Daryl wilson.com or darl Wilson and then https darl wilson.com right which email or marketing automation are you currently using well if you guys are using something like Conant contact or MailChimp you guys can do that I'm going to put MailChimp I think MailChimp kind of sucks you know once you guys build a really large email base they get extremely expensive and it's crazy uh which platform are we using so I'm using woocommerce or you guys can just be using Wordpress without woocommerce just in case you guys don't want to use woocommerce but most of you guys are probably using woocommerce to sell on your websites so I'll select woocommerce and then click on continue but just remember you guys can select anything right here uh it pretty much works the same for all platforms you're going to be using their platform and a plugin to integrate everything the next thing is you're going to choose your location so for the country I'm going to go ahead and put United States right United States for the states we're going to put Nevada you know what's funny whenever I travel and I tell people I'm from Nevada they're like What's Nevada and then I have to tell them Las Vegas and they're like oh I know Las Vegas it's like come on guys like you know jeez so over here I'll put in Las Vegas we'll put in an address and then the time zone and then right here I'll click on continue to omnisense so right now they're setting up our account okay cool so this is our omnis dashboard and this is pretty much where you guys are going to view your analytics you'll see right here you guys can connect your store and they talk about you know the automations the reports the launch forms the next tab over here is their campaigns so this is where you guys can actually send out email campaigns so this is more like of you actually sending out campaigns to your subscribers the next is the automations tab this is where we can actually create automated workflows right here where we can actually tell amisen to send emails based off what the customer does so for example if the C gets abandoned we can wait 1 hour and then send out another email right so we can capture a lot of those abandoned cards the next is the for forms so this is typically going to create forms to capture emails you guys can create popups landing pages and also embed forms directly on your websites the next is the audience this is going to show you your contact list and we're also going to create segments what's really cool is omn will actually create different segments depending on if users open up emails or not which is pretty cool and then over here we have reports this is generally just going to give you some more reports about your campaigns you can also see the report from workflows and then also forms as well really quickly let's go over here to the store settings so right here I'll click on Store settings so next we have the store settings So currently right now we are on the free plan now as you guys build a larger subscriber base and you send out more emails they do have plans where they'll charge you guys for sending it but to get started with we can just work with their free plan it works just fine you guys can also send out SMS notifications so they give you a list of countries and the price to send out text messages if you guys ever wants to adjust your password or something like that you guys can do that here also the contact info if you guys do want to update this now for email marketing there are some anti-spam laws where they require to know your contact info so if you guys ever need to adjust it you guys can adjust it right here and also over here we have language and translations if you guys ever need to adjust the language for your backend right here you guys can change this to Dutch or Spanish or German or French or all these other various languages and the very last thing I want to show is if you guys ever need to access the API key so here is the API Keys tab now if you guys ever need an API key from omnisend just in case you guys are working with a platform that does require it this is where you guys can create one and then just copy to your website and it'll connect it right so you don't have to follow me here but I'm just showing you guys how to create one really quick before we connect the websites so here is the API key so again if any platform does ask you for an API key this is where you guys can create API keys for your omnisend accounts okay all right let's go over here back to dashboard so that is a general overview about omnisend right it's really organized it's really neatly structured so it's really easy to access everything so now let's connect our store with omnisend okay so here is my e-commerce website so I want to connect omnis with this e-commerce website where we can start sending out campaigns and newsletters to our subscribers if you guys do want to learn how to make this same e-commerce website we actually have a tutorial in the the description if you guys do want to go ahead and check that out but uh really quick let's go back over here and let's just follow the steps so I'll click on connect your store and we're going to select the platform so you guys can use Shopify or wig or B Commerce but most people use woocommerce it's probably one of the most popular ones to use so I'll click on woocommerce and now it's giving us instructions so we first need to download the omnisend plugin we activate it and then we can link our account so right here I'll click on download omn plugin so here's the plugin that we're going to use it is the email marketing for woocommerce by omnisense now you guys don't need to download it here we can actually download it directly from the back end of Wordpress so let's do that let's go back to the dashboard so you're going to go back to the dashboard of your website and then you're going to go to the plugins and install it so right here we'll go to plugins and then click on add new under search plugins you're just going to type in omnisend so omnisend so there's two plugins and let me just be very clear so this one right here is by omnisend however this is for websites without woocommerce right so if you guys just do want to send you know just basic newsletters without woocommerce you guys can go ahead and use this right here it works the same way also here we have the main plugin which is email marketing for woocommerce so we're going to download this plugin right here so right here let's click on install now and then we'll click on activate Okay so once you guys activate it you'll then click on the refresh now and then we're going to connect our store with omnisend so we have this little Banner right here where we can connect our store if you guys don't see this you guys can just click on the omnisend email marketing for woocommerce on the left side and you guys can also connect your account right here right so I'll go ahead and click on connect to your account all right once you guys click on the connect store it'll prompt you to Commerce and it'll tell you if you want to connect the store all you got to do is just click on the approve button so click on approve and that's it so now the store is fully integrated with our website and now we can use omnisend to send out campaigns automations and everything for our Ecommerce store okay so once you guys go through this um let's go ahead and just go back to our website now here is like the general options for omnisend I'm going to go ahead and close that little Banner now this is just like the general information for omnisend however you guys typically will not be using this part to like send out emails we're going to be sending out the options from omnisend right but if you guys just want to see any information right here they have just some quick info for you guys you'll see right now it's connected to omnisense so this is just just like confirmation that it's connected so now that we connected our websites with omnison let's go ahead and actually create our first form okay so now that we know about the general settings let's go ahead and move on to the next section so in this part of the video I'll be showing you guys how to create forms now creating forms allows you guys to capture emails so you guys can obviously Market to those people later so in this part of the video I'll walk you guys through how to create forms for your website you guys ready let's go all right so now that we integrated the omnis app now let's go ahead and create our first form so right here let's click on forms now forms are essentially going to capture emails for us so that we can start building an email list you guys are going to see that I've already created a few you're going to see that uh you'll see how many views they get the submits the submit rate and also you guys can run AB split test you guys are going to see right here how we have one form that's performing very well but the other one is like eh so so right so I'll also walk you guys through how to create AB split test for your forms okay so over here on the top right you'll see create form I'll click on create form now here we have a bunch of various forms right and you guys can actually categorize these so depending on your goal right here you can actually click on some of these forms right here they have quite a bit right they have you know popups embeds fly outs all these different forms they also have multi-step forms which is essentially twep forms if you guys want to go that route I personally think it's just better just to add one right because I think two forms might be a little bit distracting but for right now let's just select this one right here and click on use template okay so this is the editor and this is very similar to Elementor right so on the left side you're going to see these elements and you guys can drag and drop these elements onto the page now when you guys drag in elements on the right side you're going to see some styling options so you guys can style the button and then also you can adjust the padding and the opacity and you know all the general styling options that you guys need if you guys want to add padding you can add in more space above it if you guys want to you know sort of just design it and you know style it to your liking right we go and change that back to 20 pixels okay and if you click on an element you guys can also duplicate it and you guys can also delete it right so if you don't like this you'll click on it and then click on delete and below that you guys are going to see that you have layouts so you guys can create specific layouts right here so for example I'll drop this right here and then over here you guys can like Drop in an image right and then you know drop a button and then same thing right here you guys can add in something like a a text right and then maybe like a A checkbox or something like that right and and then here is the styling options where you guys can adjust the choices and you guys can also add choices as well so it's a very simple editor you know very simple to use and if you guys learn how to use this this is the same thing as creating emails so it's like an all-in-one kind of thing it's really really simple so to delete the actual layout right here I'll click on the entire box and then click on delete so that's a general overview about how to use this right so let's go ahead now and create a form so the first thing I want to do is I want to add in an image right so over here under image go ahead and take this and I'll drag it right here now if you guys need images there's various websites and I put these in the description as well you guys can use free.com this is a website where you guys can get some images you know for your websites you guys can just go ahead and type something in right here and they have tons of freestock images you guys can also use unsplash.com this is a very popular website and these images are all free um you guys will just type something in obviously and then you guys can just grab one of these and use these for your headline also you guys can use pixabay.com pixabay.com is actually a really cool website where you guys can get a lot of cool free images for your campaigns so let's go back over here now I'll go ahead and click on select file on the right side so here are some images now I also put these images in a link in the description of this video so if you guys do want to follow along you guys can use these images just to you know get your feet wet and get warmed up so I'll go ahead and use this 3-day flash sale I feel like this is actually a little bit more engaging than that old dude you know it's just uh this is like 3-day sale bye bye bye it looks really nice right so we'll go ahead and scroll down and the next thing I want to do is change this right here so I'm going to put subscribe for our sale and here I'll go ahead and align this in the center right and then I'll copy this I'll make this bold right and then for the font I want to change this to Poppins Poppins is my go-to font can I type it in here let's see oh no I have to I have to search for it all right so we got to search for Poppins here we go Poppins Poppins is a great font I love it but it only looks good bolded I don't know why that is guys but that's just how it works now the next thing I want to do is I want to add a space right here so I want to add emphasis on this title right so there's my little divider and then here we have this text so what we can do here is delete this and in case you guys don't know how to add in text you'll just take this text module right here and then drag it there and then you guys can just type away so now we'll just go ahead and throw in some demo text okay so we got our text right here now really quickly you guys are going to see over here that we have this countdown timer so I do want to add a countdown timer to my form right here so over here they have this really cool widget go ahead and find it really quick countdown timer and I'm going to drag this I'm going to put it right below here right so now we're basically telling them that they have a specific time frame in order to take this deal and on the date right here we can select like a you know when it's uh when the sale's over and stuff like that so there we go I think that looks pretty cool right okay so there we go we got the text and of course you guys can drag and drop widgets as you guys go so if you want to add a button you can do that so on and so forth right very simple very easy to use and for the enter email I'll put something like enter for a deal and then for get 10% off I'll change this to something like grab a deal right get or get your exclusive deal so here we have some few options for the button action here we have submit form you guys can also link this to a specific URL so if you want to take them to a different part of the website you guys can do that also they have go to next step this is omnisense two-step form right so here we have one step and then if I click on twostep this is the second step now I'm not a big fan of this I know some people may you guys can use this if you want so essentially basically saying if they actually go ahead and click on this it'll bring them to step two but if you guys don't want step two right here I'll click on the three dots and I'll just delete this okay there we go let's go ahead now and click on the button and for the button action you guys can also do close form so if you just want to remind them about the deal but not necessarily have them subscribed you guys can go that route but right here I want to click on submit form if you guys do want to add a feature called The Wheel of Fortune you guys can actually use this as well right so I'll go ahead and drag and drop this and I'll explain how this works so this is The Wheel of Fortune and here you guys can set up wheel slices now my personal advice is I would go ahead and create coupon codes with boot Commerce and then here you guys can add in the coupon code right so this would be like woo 20 right uh woo five or W 10 you know W five and so on and so forth right and here is a probability right so for the probability of a let's do a 20% off 20% off the probability of that is just 10% right if the user gets 10% off the probability of that is going to be 20% and then so on and so forth right so you guys can go ahead and create coupons and once the user actually spins the wheel it will adjust the probability and give them this coupon code if they sign up for your newsletter which is pretty cool right so you guys can go ahead and use the Wheel of Fortune if you guys want to go that route I think they're pretty cool right so I think this is one feature omnis offers that is actually pretty cool so the next thing I want to show you guys is the layout option so right here we have layout and this is essentially where you guys can style things you guys can change the background color the opacity and then also the content alignment if you guys do want to go that routes now right here go ahead and click on the gray and you're going to get more options for the behavior and also also the theme settings so the theme settings essentially give you more options to style your form so right here you'll see this x button you guys can click on the close and then you guys can actually design the color of the closeth for the Field section you guys can also adjust the fields right here so if you guys do want to change the font right there or whatever you guys can design and customize the actual forms here we have buttons so you guys can actually create styling options very similar to elementor's Global Styles so for the primary button you guys can set a default style for your primary button so for example you guys can change the font you guys can also change the shape right so if you guys like that a circular shape actually there are studies saying that people actually tend to click on circular buttons more than squares so that's something that you guys might want to consider and then you can change the background color the Border style and you know fully adjust this to your liking you guys can also do this for secondary buttons and ter teritary buttons as well so if you guys do want to go ahead and create Global styles for your buttons you guys have that option and then here for colors you guys can choose background colors and Link colors and here we have form layouts now this is where things get a little interesting so we can create this as a popup right we can also create this as a fly out meaning it's going to fly out when people visit the page and then next we have landing and this will essentially cover the entire page and then also we can embed this form onto our WordPress website as well right so let's just go ahead and first just select the popup option right we'll go ahead and go back to these in just a little bit bits but now let's click on Behavior so with behavior you guys can choose specific behaviors on how you want this form to display the first is the audience management so the first is the tags and this is essentially letting users know how they actually subscribe to the form so right here we are saying these are going to be our form subscribers and this was from our welcome discounts you guys can add more here if you guys choose but for a welcome form I think this is actually pretty optimal the next option is double opt-in this will actually make it so users must confirm this in their email this usually helps clean off the trash right so you will get like real emails if this option is selected but if you guys have this unchecked sometimes people might just enter random emails right so it really is up to you let's go ahead and go back here the next is the scheduling so you guys can choose to schedule this form right so if you have a sale you guys can choose to have a start date and end date and then you guys can also select the dates of when you want this form to display but I always want this form to show so I'll just go ahead and leave that selected the next is the display so under what conditions do you want this popup to be displayed we have page vigs time on view scroll Def and then also exit intent so if the user visits at least one page then I want to display this form if the user spends 5 seconds on this you know on the page then I want this form to display if the user Scrolls 50% past my website so like basically if they scroll down like you know 50% like all the way down here then the form will be displayed and then lastly we have exit intent and that's essentially when users try to close the tab or they try to leave the website right so you guys can go ahead and select any of those options but I'll go ahead and just leave time on page I think 5 seconds is pretty good right because they don't want to pop up right away you know I want it to pop up a little bit later right here we have targeting so you guys can choose to Target to people who are already listed on your contacts or do not show to existing contacts or all visitors then also you guys can choose to have this only display on specific pages so if you guys you know go to your website and you want it to display only on your shop page then you can go ahead and take the link for your shop and then go ahead and just say you know what I only want this to display on my shop page right make sense okay all right let's go ahead and scroll back here here we have visibility you guys can choose to display this on specific devices frequency this is actually pretty important so you guys can limit this form so it does get really annoying if someone visits your websit and it constantly spams they pop up which can be really annoying right for anybody right so you guys can't limit this form to one per day uh one per hour or you guys can say you know what I want this to be uh three times every hour something like that right so it does limit it so people don't get annoyed with the form all right and let's go ahead and take a look at the last option which is AB split test so if you guys click on this right here what's going to happen is it's going to create two different forms now so the first form you'll see that this is the form that we're currently working with right but I'll go ahead and click on Save and close and now let's go back over here to my form and if I click over here to the ab split test over here we can now customize the second popup right so I'll go ahead and just you know do the same thing except I'll just change the image right here so I'll just replace this with another image and then I'll click on Save and close so essentially now we have two forms running we have this form and then we also have the second form right so that's how you guys can create popups and also add AP split testing for your forms so that is pretty much it guys so at this point this is pretty much how you guys make forms all you guys want to make sure that you guys double check is make sure this submits the form right and let's go ahead now and enable this form so I'll click on enable and now you guys are going to see that this form is now enabled right pretty cool and you guys can test this just simply by going to your websites so over here I'll go ahead and just refresh the page we'll just wait a few seconds and voila we now have this beautiful form where we can now enter our email and get that exclusive deal all right awesome congratulations now really quickly let me show you guys how to embed this form just in case you guys want to learn how to do that so let's go ahead and click on my form right here okay now in order to actually have this form embedded you guys actually need to cancel the ab split test so if you guys did run the ab split test you need to cancel it because they can't actually switch between forms for embedded so I went ahead and I canceled it and over here under theme settings I'll go ahead and click on form layouts so now I can go ahead and pick one right so what I'm going to do over here is click on the embed and then click on update live form okay now really quick let's go ahead and click on this form again and here is the code right so over here under the Elementor page builder I'm going to go ahead and use a HTML widget so HTML I'm going go ahead and drag this right here and then I'll just go ahead and paste that code in there okay and then next I'll go ahead and click on update okay and then I'll preview the page okay and we'll scroll down and voila here is our form now obviously it's a little large right so you guys can really make this minimal and then you guys can add this maybe on your header or your footer on other various parts of the websites okay so let's go ahead and go back here so that is pretty much it guys for creating forms it's really simple right everything's pretty self-explanatory I think it's pretty simple to work with and then right here you'll see people are already viewing this form right and I did actually opt in so it does have a 20% submit rate which is pretty cool so that's is pretty much how you guys create forms with the Builder and and omnisend you guys have any questions about this let me know in the comments below what's up party people and welcome to the next section so in this part of the video I'll walk you guys through how to send out emails now the email Builder and the form Builder is slightly different there's some small modifications but this will allow you guys to send out emails to your current subscribers so in this part of the video I'll walk you guys through how to send out emails with omnison you guys ready let's go okay so in the next section we are going to create emails right but before we do that we need to actually create a segment first and I'll explain what that is as we go right so right here I'll click on segments okay and I'll click on create new segment so essentially segments are categories on how people react to your emails that you send out you'll see there's active email subscribers window Shoppers deal Hunters you know General people on your website right and depending on how they react we can Market to them a specific way so for example people who are usually very cold and you know disengaged contacts right here we can send them really good offers for our websites however if someone's really engaged with our website there's really no reason for us to send them big promos because they're already buying stuff on the website right but let's just go ahead and create one for an active email subscribers so over here I'll click on engage contacts and right here under active email subscribers I want to create a segment okay now I know this looks a little weird but don't worry so the subscription status is subscribe to the email right pretty simple people who have opened the message at least how many times in the last 30 days well probably just once right so you guys can basically control this right here to to cater to specific audiences make sense okay all right so here is our current segment right we have John Wilson right so this person right here is there right so I'll go ahead and just click on back so here we have active email subscribers now we can actually create another segment so over here create segments and these are going to be for people who are not really engaged with emails that we send out so here under the inactive context I'll also click on create segment now here omnison actually created pre-fill templates for us so people who open up our email 20 times in the last 6 months or people who opened up our email five times in the last 6 months or they clicked on the message one time or they view the page one time so I would say people you know open the message five times in the last 6 months are probably not engaged right so I'm going to delete these other ones so I don't really want to use these other ones right so I just want this one right here so this is basically marketing to people who are not really engaged with our email list as much right so five times in the last 6 months that's not a lot right so I'll go ahead and click on update segment okay so just to be clear we have a list of people who are active email subscribers and then people who are inactive contents now we're going to need this for the campaigns which is the very next section okay so in this part of the video I'll be showing you guys how to send out email campaigns to your subscribers so right here if I click on campaigns you guys are going to see that we have created some email campaigns so we have some sent outs we have an open rate click rate and then also here we have the sales now really quickly I just want to touch base here that these are emails that we're going to send for just you know whatever that we want to send them for for a sale or for something these are not automation emails so in the next section we will be doing automation emails so we are going to have emails automated such as a welcome email an abandoned carts abandon and check out cart and then also a welcome email one week later but these are for emails typically that you just want to send out maybe have a sale or you know just for an announcement about your website these are what we're going to set up in this part of the video so on the top right you'll see create campaign let's click on create campaign so here you have a few options right we have email email AB test SMS and then push notification now we're just going to focus on email and also we can do ab split testing as well to see which one works better but for now let's just click on create email so what's really cool is you guys can actually get ideas from omnisend so for example I want to sell my products on my e-commerce store so for example I typed in Flash sale for products and here you can actually get some AI generated you know AI generated titles right here so hurry flash sale on top products today I'll just go ahead and use this one here the sender's name so you'll see right here this is from darl Wilson or you guys can put your store right you guys can choose to actually use omnison you know their basic uh you know you guys can use their you know their address or you guys can use like uh you know your address right here so if you guys wanted to you know reply to someone you guys can use that one right there if not you guys can just uncheck that so the preheader is going to be this text right here so you're going to see this is going to be the best deal ever and this is going to be the flash sale flash sale here we can also adjust the language you guys can also connect this to Market to other pages but I think email is just fine so at the bottom right I'll click on choose email template all right so here you're going to see that we can choose the templates and you guys can filter by goal so they have welcome and engage they have promote products announce a sale offer discounts and then they have other you guys can also you know go ahead and filter here by specific holidays right so they have holidays they have different categories for different occasions right and then here is a list of various templates now if you want to just view the email but not actually insert it you guys can click on preview right here and then this will give you a little preview about the email and this is what it'll generally look like right so pretty cool like that okay so what we're going to do here is I'm going to click on the promote products we're going to scroll down and we're going to use this one right here so we're going to use this product highlight so for this one right here go ahead and click on use template okay so when you guys first load the email you guys are going to notice that uh they already uploaded our logo and that's just because omnis actually gets the actual logo from our website so you'll see right here this actually links directly to our websites if you guys do want to change this logo you guys can just click on replace right here and then you guys can replace this logo with something else now when sending emails they actually use an email Library so they don't really use like the other uh style for the forms so you'll see right here it's bringing us to this image Library where we can have access to a bunch of various uh you know images and stuff like that so if you guys do want to use a different logo you guys can upload it here and then upload it here to your image library now on the left side you guys are going to see that we have some more options right so the first one is quick ad and these are essentially elements that you guys can drag and drop onto the you know the email just like we did before right there are some more ones that we'll talk about like the products that's a pretty cool one because they can't sync up with your e-commerce store we also have a preheader where you guys can you know add in some preheader templates we also have header so they have header templates and then hero images so these are essentially just like sections so if you guys do want to like add in something here you guys can just go ahead and add those in right pretty cool also here we have the email body right so they just have a bunch of different pre-made sections if you guys do want to get inspiration and ideas you guys can just go ahead and use these right here in your emails which is pretty cool they also have product listing now what's really cool about product listing is that these are actually going to sync up with your products so what you guys can do is you guys can you know create products on wo Commerce and then over here you guys can drag in the product listing and on the right side you're going to see pick products from store so this app will actually sync up with your e-commerce store and then you guys can insert products directly from your store onto your email campaigns okay so here we go we have some products I'll go ahead and just throw in these four right here or these these ones here right and then I'll add these four products so the product listing is actually really cool you guys can sync up elements so the product so the product listing features is actually really cool you guys can sync up products directly from your e-commerce store then here we also have Gallery images if you guys do want to use their collage of images you'll see that they have like this like a really nice collage right so you guys can use their email I'm sorry their image gallery so you guys can use their image gallery if you guys want to go that route and then also they have some footer templates here at the bottom okay makes sense all right what I'm going to do here is start over from scratch just want to give you guys a crash course so the first thing I'll do is I'll go go ahead and just uh change this title right here so this is going to be my flash sale flash sale now and I'll go ahead and make this Poppins right we'll just make this uh yeah make it nicer there and then we'll go ahead and also make it bold right okay and then I'll go ahead and upload an image it's always recommended to upload an image and this is usually what captures everyone's attention right so right here I'll go ahead and select my flash image deal so here is the image you guys can o link this somewhere right so you guys can link it on the website I'll go ahead and get rid of this you know I think it's distracting right so I'll go ahead and close that and then right here I'll go ahead and put some you know put some cool text also if you guys need help right here on the top right they have this AI assistance and you guys can you know just get some ideas right okay and then right here I'll just put in something like um we are having a crazy flash sale I'll go ahead and insert or Center that then we'll change this to Poppins right here you know make it uh make it look a little bit more professional and then we'll bold this we'll always bold it right all right wait wait wait we got change it to Poppins guys Poppins here we go Poppins okay and then here we'll just Center that and then right here under the shop now you guys have a few options right you guys can link them to the actual account website or you guys can link them directly to your shop page if you guys do want to link them directly to the shop page or a specific part of the website all you got to do obviously is just go to the page copy the L link and then just go ahead and paste it in there just like that right so now basically I'm inviting them to go to the actual store and we have a direct link to the shop page and what we can do here is we can actually go ahead and use our product listing so right here under product listings we can actually pick products from the store and let's just grab maybe like uh this right here and this right here right we'll add these two products right really cool shop The Collection I'm just going to go ahead and leave that to accounts websites right and then this section right here I don't really want to use this section so I'll just go ahead and delete this layout and also delete this and delete that and then this can be something like going to the contact us page right so maybe they have questions or something or they're not sure or they're like oh yeah hey I got a quick question here I'll go to the contact page and I'll link them directly to the contact page so I'll go ahead and copy this link and then I will paste it over here in the link to section okay and then obviously we can change this right here so I can use one of my pre-made templates right so you do want to you know add images here that represent your email right duh so here I'll go ahead and upload a file okay and I'll go ahead and select this this is obviously one of our templates and you know just an example right here so uh we have this flash sale right we have the products right here we have this followup email with maybe something they're interested in so did you want to use our template and then obviously we can take them to that specific page right so this is generally how you guys can create email campaigns right really simple right not much to explain here we're pretty familiar with this already so what we can do first is we can send a test email so before we send this out we can send this as a test email so what I'll do right here is just send this to my proton email okay so here is the current email right here so we go ahead and click on this and this is an example of what it looks like right really clean really nice email look at that shop now and if we click on this it takes people directly to the shop page right scrolling down here we have our products we have our email and then everything is automatically filled out based off what you guys have put in the settings right so we have the name we have the address and then we have the respond email stuff like that and if I click on one of these products right here you guys are also going to see it takes us directly to that exact product in a really clean you know format so I love the way it works it just sys up directly with your sites and everything is good to go okay okay so now we can go ahead and send this email out so right here I'll click on Save and choose recipiant so first we have the option to send this to all of our subscribers now we can also choose segments you remember earlier how we created segments this is why we did that right so now we can actually send these to various people depending on their behavior so I want to send this to my active email subscribers right if you guys do actually want to send this to like you know the inactive ones you guys can do that as well but you guys can create a more aggressive email for those people who aren't really taking action with your website right so that's where segment comes in it's a good way to categorize emails based off users Behavior so right here I'll click on review campaign so here we have this option for campaign booster and this is really cool so what this will do is people who actually missed your email or never got it omnison will actually create a follow-up email with a different title right here to really encourage people to take action here and click on the actual email so next we have the sending rules so people who have not opened the email in two days they will get this specific email so it's going to resend it as a different title right but you guys can adjust this so people who you know never open it in 3 days we can send them email again because they never opened it right pretty cool and below that you guys can adjust the actual settings of the email so this would adjust the title and also the sub headline and then here we have the recipiant and then we can go ahead and send this now or schedule it for later so go ahead and click on send now all right cool so it's going to actually send out the campaign shortly and then right here you guys can just get some analytics about it so okay so here is our current email and you guys are going to see this is the current email that we just created this is The Flash sale so I did open it so it does have an open rates and I'm the only subscriber right so uh yeah it has 100% open rate and you guys probably won't get that right I mean 100% no one's going to get that but um yeah you guys can also view the contact activity you can see who is actually opening this and so on and so forth so that is how you guys can send out emails with omnis send as you guys can tell it's really cool really convenient right so if you guys have any questions about emails or how to send them out let me know in the comments below what is up party people welcome to the automation section of this video so in this part of the video I'll show you guys how to fully automate emails sent from omniscent when people come to your website and register I'll show you guys how to send out automated emails to them and depending on their behavior we can send them additional emails or better offers just in case they need a little bit of incentive I'll also show you guys have to send out abandoned cart emails and also abandoned checkout emails as well in this section of the video so after watching this part of the video you guys will have a fully email automated website with omn you guys ready let's go okay so now let's go ahead and talk about automations so automations are essentially emails automatically sent based off the user's Behavior you'll see right here have already set up campaigns so we have a welcome email we then have a second follow-up email just to let them know you know hey guys you know here's a a coupon code then we have our automatic abandoned cart emails and then we have abandoned checkout as well with value splits and I'll be discussing all that and what that means in this section of the video okay so I went ahead and I deleted my automations and we're going to start from scratch here now the very first thing I want you guys to do is click on explore all workflows this right here is going to create templates for us but I want to show you guys how they're made right so right here I'll click on explore our workflows now here you're going to see various types right we have welcome emails these are emails typically sent out to new subscribers we have cart abandonment right we have browse abandonments we have special occasions post purchase and so on and so forth what's also really cool about omnisend is they actually let us know which has high conversion rates right so depending on what we're trying to do to let us know what is the best kind of email to send out for that right so the first thing I want to do is send out a variety of Welcome emails so here I clicked on welcome and the first one right here is going to be welcome with three emails let's go ahead and use this one right here and let's click on customize workflow okay so here is the workflow right now in the middle we actually have the omnisend workflow on the left side we have elements and we can drag and drop these onto our specific workflow and on the right side we have triggers for these specific elements right now really quickly let's just start from the scratch here so here we have the basic sign up so when a user signs up to our newsletter omnis is going to wait 1 minute right and you guys can adjust this to maybe like you know an hour you can make it you know wait 1 hour or something like that and after 1 hour omnisend will be sending a welcome email to your new subscribers you're going to see here how it has welcome to a preheader sender name and so on and so forth now you guys can fully customize this to your liking right so you can put uh you know offer them a 15% discount you know whatever you guys want to do right and here you're going to see edit content now this is going to edit the specific email for this specific uh work flow so I'll click on edit content then I'll click on yes and save so here is the email that's going to be sent out you'll see we have a welcome message we have some text a discount and here you guys can enter in your coupon code so I'll put it's like a woo you know woo 15 right so woo 15 and I believe we're offering 15% right so I'll change this to 15% now here you're going to see the elements again so you guys can drag and drop these elements onto the form and this is the same thing guys right so all you're going to do here is just customize this specific email and this will be sent out automatically to users when they sign up to your form so at the top right I'll click on finish editing okay so waited 1 hour right we sent out this specific form now here I'll click on this one right here and we're actually going to change this to seven days right so I do want to send them a followup maybe seven days later you know send them an email once a week I think that's doable right every single day that might be too much it might be spammy so I think once a week is good right so after 7 days omnisend will send an additional email so here we can also customize this specific email and it's the same thing guys so you guys can edit this email just like we did previously you guys can adjust this with the subject headline you can adjust the preheader and then also edit the email right here the next is the next step so here we have a delay and I'm going to change this to 7 Days right and then here we have our last email right so we have don't miss your 10% off so now let's go ahead and use some of these elements right here so we're going to wait 7 Days right but if nothing is done you know we need to change something up right so we're going to drag into split right here okay so now we're going to set some rules right so here on the right side we have rules now here we have trigger events contact properties and message Behavior I think message behavior is actually a little bit uh it's a little bit more defined right so I'll click on message behavior and here we have Select Property so if the user opens the previous email we're going to send them here right so for example if they opened up the second one right here we can offer them one more discount right so I'll go ahead and click on Save okay so basically what I'm saying here is if the user actually opened up this email right here then we're going to give them this last email if the user did not to open up that last email then we're going to offer a different email we're going to send them to a different route right so now we're going to use this specific email right here so I'll go ahead and quickly fill this out okay so if the person previously opened up this email we're going to send them one more email and this is going to be 15% off now if the person did not open up this second email what's going to happen is they're going to be redirected to this email instead and we're going to offer them a bigger discount to really try to push them to take action on our website so all you'll do right here is fill this information and then click on edit contents here I'll click on Save now I'll go ahead and speed this up by creating an email okay so I went ahead and I just created a quick email right here I gave them a you know a banner we have some text and then a shop now right so I'll go ahead and click on finish editing okay so let's reiterate here so someone signs up to our for right they're going to be subscribed to our list and we're going to send them a discount right now we're going to wait 7 days and after 7 days we're going to send them a follow-up email regarding another sale if the user decid to open this we are then going to send them here and offer them a larger discount if the user ignored our email then we're going to offer them one more email one last time in an attempt to get conversions for our websites so this is going to be our main automated email that we're going to send out so at the top right let's click on start workflow and that's it so now you guys have a fully automated email that's going to be sent out every single week for your subscribers now really quick let's go over here and click on edit and let's just change the name really quick I don't like that name welcome number nine you know so here we're going to change this this is going to be the welcome email workflow workflow and that'll click on update and that's it congrats so now we have sent out email automations for new subscribers now let's create one for abandoned cards so over here let's click on create workflow now here on the left side I'll click on cart abandonment and here we have a variety of different emails right so I do want to send out this one right here so let's click on this one here and click on customize workflow okay so this is our abandoned cart email workflow so the same thing right we have elements on the left side we have our workflow and then here we have triggers so what's going to trigger this specific email well here we have added products to the carts right so if a user adds product to the carts I want this email to be sent out now there are some trigger filters right here so here they've already added it for us so here we have trigger in activity time so if 1 hour passed and they did nothing at all then I want this workflow to start in place and we can add more Triggers on top of this right so for for example like uh we can change the price is then maybe 50 bucks we can also add in this trigger as well right so basically saying if the price is 50 bucks and one hour has passed this workflow will start right but we don't really know how much they're going to you know pay on our website so I just want to keep the trigger in activity time I think that's probably the best one right now the next one is audience filters so this is if you guys want to filter a specific audience and you guys can also filter this by segments as well right but I'll go go ahead and just uh cancel that now here we have exit conditions and this is pretty important so what will prevent this workflow from being sent out well if they place the order then there's no reason to send this out right so always make sure that you guys do send place order because this will prevent the workflow from being sent out because they've already purchased on your websites and then also we have started checkout so we're going to create other workflow for abandoned checkout so I do recommend to have both of these right here okay so let's go ahead and scroll down here and now that we've set the triggers now we can go ahead and adjust the email so this is the email that will be sent out if they meet those specific triggers the next is waiting 11 hours so you guys can actually speed this up a little bit by saying you know wait 6 hours and then we're going to send them another email right here letting them know that we miss them you know so uh after 6 hours we're going to send them one more right here and then next we have the 12 hours so we're going to wait 12 hours and we're going to send them one last email right here now you guys can always do like we did earlier you guys can split this or you guys can even do ab split testing so right here let's go ahead and drag and drop the ab split testing right here and what I want to do is take this and I want to put it above it right here right so here we have AB split testing right now if the user did nothing on the second email we're going to AB split test now we're going to see which one works so let's first go ahead and set a trigger right so if they pick path a right here you're going to see that it's going to send them right here now if they pick path B I also want to send an email to them as well so over here I'll go ahead and also drag an email now what we're going to do here is we're basically creating the same email but we're AB split testing these against each other so we have this one here and then we have this one here so I want to see which email performs better against each other so I'll go ahead and fill out this email right here okay so here we go we have dude we are going to offer you 20% off so on the very last email we're going to AB split test these two against each other right cuz I want to see which one converts better and then obviously right here you'll click on edit contents and then you'll actually build the email itself so for this specific email what I want to do here is I want to change the templates so maybe people are just not attracted to the template that we're using right maybe we need to offer them something else you know we got to mix it up here so I'm going to use this template right here and click on continue and for this last one right here we're just going to offer them like 20% right and then welcome 20 right there we go welcome 20 and I think this one will work pretty well right we'll go ahead and get rid of these other ones we don't need all these products right there we go so basically what I'm saying here is I want to mix and match the templates to see which one is working better so at the top right I'll click on finish editing okay so let's take a look here guys so basically saying if someone adds something to the carts they're going to get this email first right we're going to wait 6 hours and then we're going to send them a follow-up one okay and then we're going to wait 12 hours and now we're going to AB split test the very last email so we're going to send them this one right here and then we're also gonna send them this one right here and we can determine which one converts best based off the analytics so let's go ahead now and click on start workflow and really quick let's go ahead and change that name again I should probably have changed that before right so this is going to be the abandoned cart workflow so here we go abandon cart workflow not wordlow workflow there we go workflow click on update and publish the changes and just like that party people we now have abandoned C automated emails how about that now really quick if you guys do actually want to check out the ab split test results all you got to do is go to the flow scroll down and then compare the open and click versus each other so this will give you enough information to decide which one is a more effective email for your customers okay so let's step back here we have email sent out for customers we have emails sent out for abandoned cards now let's do abandoned checkouts which are also a very common abandonment page so at the top right let's click on create workflow okay so on the left side you're going to see cart abandonment let's go ahead and click on that and now we're going to do something called value order split so over here you're going to see this abandoned checkout value splits let's go ahead and customize this workflow okay so let's do this so the first thing is let's go ahead and change this name before we uh you know go for it right so let's just call this the checkout value splits so here we have the trigger filters now the first trigger is starting the checkout right and they will exit this if the user actually takes action and buy something so they will no longer receive this if they buy something right so the first is the split option and for this right here you're going to see that if the total is more than $50 we're going to send them to a specific route so if the user abandons the cart I'm sorry so if the user abandons the cart with more than $50 we're going to send them here right if the cart has less than $50 we are then going to send them here instead so here they are offering them a 15% discounts and if they have less than 50 we're not going to offer them a discount we're just going to send them a followup email right here we have waiting hours right so you guys can change this obviously so we can put like 3 hours right and this one will be like 4 hours right and if they did no action right then we're going to offer them another discount and over here we'll just tell them that the cart misses them here we have waiting 12 hours again right and then here we have a follow-up email and this is the last email that we're going to send them so we have don't miss outs on 15% off obviously here you guys can edit this email and then this one right here I think maybe you guys should offer them a discount right so here's 15% off so at the very end we'll just send them both 15% you know why not you know it's it can only help us you know at this point right and then here you'll go ahead and edit this email insert your coupon code and you'll be all set so really quick I'll just go ahead and open this email all right so this is going to be like the very last email for them right so here click on finish editing and that is pretty much it guys so now we have a fully automated checkout email sent out for your customers now obviously you guys do want to go through these emails and you guys do want to customize them obviously this will take some time right and I'm not going to do it in this video because I've already shown you guys how to do that but once you guys edit these emails everything will be fully automated for people who abandon your checkouts so let's go ahead now and click on start workflow so congratulations party people you guys now have a fully automated email marketing platform now really quick I just want to give you guys some more information before we let you guys go you you guys can always upgrade your plans right here if you guys do want to upgrade I do recommend it guys this is an amazing email platform it can make you a lot of money so I do recommend to upgrade if they give me a coupon code I'll you know give you guys that in the description but for now I don't think I have one so when I get one I'll let you guys know also they do have applications as well so if you guys do want to go ahead and use these applications they have tons and tons of Integrations right here they have them for you know Google ads Facebook ads and all these other various platforms that you guys can use to integrate on your websites and uh let's go ahead and go back here and they also have a help center and also a omnisend Academy so if you guys do need more help and if there things that I missed you guys can always check out their Academy for more information I hope this video helped you guys out my name is ZL Wilson congratulations and thank you guys for watching this video make sure to like it all right party people thank you guys so much for watching this omnisend tutorial if you guys have any questions for me let me know in the comments below I personally think omnisend makes it super super easy to automate all the emails I have tried other platforms and I felt like the email automations with those were just extremely confusing and I just couldn't really get it right but omnis as you guys can tell it's really simple to use and after probably just like you know an hour or two you guys will be like omnison pros right so hope you guys enjoyed this video make sure to like this video I just spent a long time making it right and I will see all of you party people in the next video guys take care

Channel: Darrel Wilson

Views: 4,781

Keywords: email marketing, email marketing automation, email marketing for beginners, wordpress email marketing, omnisend, omnisend tutorial, omnisend tutorial 2024, email marketing tutorial 2024, email marketing tutorial, how email marketing works, how to do email marketing

Id: BClyN5wpTPI

Length: 57min 21sec (3441 seconds)

Published: Wed Jun 12 2024