How to automate omnichannel?

More and more companies adopt an omnichannel approach to stay in constant communication with their target audiences across different channels. However, omnichannel can be time-consuming. And this is where automation steps in the game. By harnessing the power of automation in different forms of communication, personalization, and reacting to various customer processes, your company can save a lot of time and maximize its sales-slash-marketing potential.

In this post, we will show you three major aspects of omnichannel, along with how they can be automated using the tools and features available on our platform. Let’s have a look!

Use various forms of communication


That’s still one of the most important communication channels out there. Companies pursuing the omnichannel model can send both promotional emails and newsletters in order to stay in touch with their customers, inform them about new products and market trends, and share valuable knowledge (e.g., newsletters should regularly link to your latest blog posts).

With a good email marketing strategy, you can keep your target audience engaged, which is crucial to building a stable online business.

Thanks to iPresso, you can automate many aspects of email marketing. First off, you get access to dozens of nice-looking templates and a drag-and-drop editor, enabling you to customize and create engaging email campaigns in a matter of minutes.

Secondly, thanks to other features within our platform, you can personalize emails and run A/B tests on them in order to maximize their effectiveness (you can test different email subject lines, content, and designs to see what resonates best with your target audience).


You can think of them as SMS messages within an internet browser or a mobile app. Web/mobile push can be used to distribute short messages, e.g., relating to your offer, discounts, and new arrivals. They work brilliantly when you want to rescue abandoned carts or distribute promo codes.

The key to success with push notifications lies in brevity and clear value for the customer. Every time you send a push notification, make sure there is a clear benefit for your customers. For example, you could send such a message: “Hey, Tom! Still looking for a laptop? Check our new models and get a 10% discount!”

This way, the customer has a clear reason to check out your offer, and it is likely he or she will buy something at your store.


SMS messages and push notifications have a lot in common. If your company communicates with customers via their cell phones, text messages can be very effective, especially with audiences who spend less time online. 

There are three major areas where SMS messages shine and can up your game:

  • Marketing: SMS messages are usually received within just 5 minutes after sending, meaning you can reach your target audience with an appropriate message in a very short time.
  • Notifications: You can use this tool to send all sorts of notifications to your customers, e.g., order confirmation, shipment information, or information about placing a package in a parcel machine.
  • Authorization: Lastly, SMS messages can be used for authorization purposes, for example, sending one-time codes or password retrieval.

As you can see, text messages are very useful on more than one level; a must-have element in your omnichannel strategy!

Maximize the potential of personalization


Segmentation is a prerequisite to every effective personalization method. By categorizing your customers into groups with similar characteristics and interests, you can deliver content and offers tailored to their preferences. Our automated segmentation tools can help you classify customers based on different criteria regarding their profile and interests.

We do segmentation in the form of a sequence of fields with including and excluding sets so that you can create a segment, including even with a very specific description.


This feature is immensely important in online stores. With our help, you can automate product recommendations. Why is this important? Because people respond better to offers that are tailored specifically to what they are interested in. This makes your marketing more relevant to your target audience.

Our system will analyze a given user’s behavior and suggest products that align with each customer’s interests and past interactions (e.g., purchases) with your store. Those product recommendations can next be displayed directly on your website so that people who have some history with your website can be content and offers tailored to them.


When it comes to personalization, our content automation tools help you streamline the creation and delivery of personalized content within your website. Here’s an example: Suppose you run an online education company, and you have a customer interested in marketing courses. In that case, our system will “detect” that this person is interested in marketing and will show them your marketing-related offer – everything on auto-pilot!

Again, content automation makes your website more relevant to each visitor and, therefore, more effective at closing deals.

React to different processes


The last two things we want to tackle refer to specific actions taken by your customers and your reactions to them. With our MA scenarios, you can set up pre-defined scenarios that enable our algorithms to automatically react/respond to various customer actions and behaviors. Let’s consider such a short scenario:  A visitor lands on your store’s website. They see an automated pop-up with a 10% discount for signing up to your newsletter. The visitor subscribes, gets the discount, and makes a purchase. A few days later, they receive product recommendations based on their last purchase. Everything happens automatically. That’s what MA scenarios are about.


Cart abandonment is a common challenge in the e-commerce world. With our help, you can recover some of those lost sales by actively responding to abandoned processes (e.g., unfinished orders in your online store). Our platform can send highly personalized messages to each user who has started a specific activity but did not complete it and abandoned the process. This can refer to an abandoned order or an unfinished contact form.

Wrapping up

Automating your omnichannel activities is essential for staying competitive in today’s digital landscape. By utilizing various forms of communication, maximizing personalization, and reacting to different processes through marketing automation scenarios, you can maximize customer engagement, boost sales, and even improve your user experience.

Would you like to know more? You can start by trying our platform completely for free. All you have to do is fill out this short form; our team will take care of the rest!

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