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Triggering an Omnisend Workflow

Wendy avatar
Written by Wendy
Updated this week

Once your Lantern quiz is integrated with Omnisend, each completed quiz sends an event called Completed Lantern Quiz to your Omnisend account. This can be used to trigger automatic email and SMS workflows for customers who take your quiz.

1. Ensure Integration Is Connected

Before setting up your workflow, make sure your Lantern account is connected to Omnisend. Please refer to our Lantern–Omnisend Integration Guide for setup instructions.

2. Create a New Workflow in Omnisend

2.1. In Omnisend, go to Automation.

2.2. Click Create workflow (or Explore all workflows).

2.3. Choose Create from scratch.

Image showing the Omnisend Automation page with the “Create from scratch” option selected when starting a new workflow.

3. Select the Trigger Event

3.1. To define How a person enters a workflow, choose Event.

3.2. In the event list, scroll down to API Events.

3.3. Select the Completed Lantern Quiz event. If you have more than one quiz, you will need to add a Trigger filter that helps you define which specific quiz should trigger this workflow.

Image showing the “How a person enters a workflow” settings in Omnisend, with “Please select event” dropdown expanded and the “Completed Lantern Quiz.” event selected under API

3.4. Click + Add Trigger filter and select ‘quiz’, ‘is’ from the drop-down menu.

3.5. Enter your quiz slug and click Save

Image showing the trigger filter configuration in Omnisend, where “quiz” and “is” are selected from dropdown menus before entering a quiz slug.

This ensures that the workflow only triggers for the correct quiz, based on its slug:

Image showing the trigger filter applied in Omnisend to match a specific quiz slug, ensuring the workflow only triggers for that quiz.

4. Add Your Actions

4.1. After the trigger, add the desired action(s) — for example, Send Email.

4.2. Build your email using Omnisend’s editor.

Image showing the Omnisend workflow builder with the “Send Email” action added after the quiz trigger event.

4.3. You can insert quiz answers or product recommendations into the email by using dynamic fields from the event data.

Image showing an email preview in Omnisend, featuring dynamic quiz answer and product recommendation fields pulled from event data.

5. Activate Your Workflow

5.1. Once you’ve reviewed your workflow steps, click Start workflow.

Image showing the “Start workflow” button in Omnisend to activate a completed automation.

5.2. Test by completing your quiz with a test email address and verifying that the workflow is triggered.

You can use this same event to trigger SMS workflows, segment contacts, or start multi-step automation journeys in Omnisend.

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