This guide will walk you through the basic elements of a review request flow within Omnisend. Our integration sends events from Junip to Omnisend, and by setting up a workflow in Omnisend, these events can trigger actions like sending an email or SMS to customers.
By the end of this guide, your workflow should look like this:
Now, to the fun part!
First, you'll want to click Automation in the top menu bar and then select Create custom workflow.
There are a few things you'll want to have in every flow you create:
Junip - Review request kicks off the flow
Set a "Trigger Filter" of all_items_reviewed is false
Exit the flow when Junip - Review submitted happens
After you've done those 3 things and clicked Update, you'll want to drag an email or SMS in from the left-hand menu. We don't have to worry about a time delay because you've already set this up in Junip when you used this guide.
Add a subject line, pre-header, sender's name, and sender's email address and click Update to register those changes. You can also rename your workflow to something like "Junip - Review request" and you should have something that looks like this!
save your work so far and then click Edit content in the email to setup your review request email template using this guide.
when you're ready, click Start workflow to enable the flow you've just setup and to start sending review requests to customers!
of course, this is just the beginning, feel free to make any changes or add new flow actions to your workflow to get more out of it :)