Switching to Omnisend means gaining access to a powerful multichannel marketing platform built for ecommerce.
Whether you're migrating from Klaviyo, Mailchimp, Yotpo, or another platform, this guide will help you understand what to expect, what Omnisend offers, and how to make your transition smooth.
What You Get with Omnisend
Omnisend is more than an email marketing platform. It's a complete omnichannel marketing solution designed to help ecommerce brands grow revenue through seamless customer experiences.
Multichannel Marketing
Reach your customers where they are with:
Email Campaigns – Responsive emails with drag-and-drop builder and 200+ templates.
SMS Marketing – Text your customers with promotional messages, order updates, and transactional notifications.
Push Notifications – Re-engage visitors and customers with web push messages (no app required).
Automation Workflows – Pre-built flows for Welcome Series, Abandoned Cart, Browse Abandonment, Post-Purchase, and more.
Signup Forms – Pop-ups, landing pages, embedded forms, spin-to-win wheels, and teaser boxes.
Ecommerce-Focused Features
Product Recommendations – Dynamic product pickers based on browsing and purchase behavior.
Discount Codes – Generate unique codes or use static promotions.
Segmentation – Target customers based on purchase history, engagement, location, lifecycle stage, and more.
Reports & Analytics – Track revenue attribution, campaign performance, automation ROI, and audience growth.
Seamless Integrations
Shopify, WooCommerce, BigCommerce, Wix – Direct integrations sync customers, products, and orders automatically
API access – Connect custom platforms or build your own integrations.
Zapier, Webhooks, and 130+ apps – Extend Omnisend with tools you already use.
Award-Winning Support
24/7 support via in-app chat and email, plus a comprehensive Help Center, live webinars, and migration specialists to guide you every step of the way.
What Migration Looks Like
Migrating to Omnisend involves four main phases. Here's a high-level overview of what to expect:
Migration Checklist
Phase | What You'll Do |
🔁 Prepare | Export contacts and engagement data from your current platform. Save automation workflow content and email templates for rebuilding. |
📥 Import & Setup | Connect your ecommerce store to Omnisend. Import contacts (use built-in migration tools if available). Verify your sender domain (SPF/DKIM/DMARC) and toll-free number (for SMS). |
⚙️ Configure | Rebuild automation workflows using Omnisend's pre-built templates. Recreate signup forms and email templates. Set up segmentation and compliance settings (quiet hours, frequency capping). |
✅ Test & Launch | Send test campaigns. Warm up email and SMS sending gradually. Monitor deliverability reports. Go live with campaigns and workflows. |
Your Migration Resources
We've created step-by-step migration guides to make your transition as smooth as possible. Choose the guide that matches your needs:
Platform-Specific Migration Guides
If you're migrating from one of these platforms, follow the dedicated guide with platform-specific instructions:
Migrate from Klaviyo to Omnisend – Includes Klaviyo Data Import Tool instructions and workflow recreation guidance.
Migrate from Mailchimp to Omnisend – Built-in Mailchimp integration for one-click contact import.
Migrate from Yotpo to Omnisend – Shopify auto-sync option and Yotpo export instructions.
Migrate from ActiveCampaign to Omnisend – Contact export formatting and workflow rebuilding tips.
General Migration Guide
Not migrating from one of the platforms above? Use our comprehensive general migration guide:
Migrating to Omnisend for SMS & Email Marketing – Step-by-step instructions covering contact import, domain verification, SMS setup, workflow recreation, warm-up strategies, compliance, and deliverability best practices.
What Transfers Automatically vs. What You'll Rebuild
Understanding what migrates automatically and what needs to be recreated will help you plan your timeline.
✅ Transfers Automatically
Contact information – Emails, phone numbers, names, subscription statuses, opt-in/opt-out dates, and custom properties.
Customer data from your store – Orders, product views, abandoned carts (synced when you connect your ecommerce platform).
❌ Needs to Be Recreated
Automation workflows – Triggers, timing, conditional splits, and message content must be rebuilt using Omnisend's workflow builder.
Email templates – You can recreate them in Omnisend's drag-and-drop builder or import HTML.
Signup forms – Must be rebuilt using Omnisend's form builder or using Omnisend AI.
Segments – Segment criteria can be replicated, but segments must be recreated in Omnisend.
💡 Tip: Export engagement segments (e.g., "opened in last 30 days") from your old platform as contact lists, then import them into Omnisend as custom segments to preserve targeting accuracy during the warm-up phase.
Get Help with Migration
You don't have to migrate alone. Here are your support options:
Free Kickstart Migration Service
If you're on a paid plan, you qualify for Omnisend's free Kickstart service. Our migration specialists will handle:
Migration of all contacts from your previous platform.
Recreation of up to 4 automation workflows with up to 3 templates per flow.
Recreation of up to 5 signup forms.
Set up of 5 segments based on the criteria you provide.
Recreation of 1 master email template.
Migration typically completes within 3 business days after you grant access. Request Kickstart Service
24/7 Support Team
Our award-winning support team is available around the clock via:
In-app chat – Click the chat icon in your Omnisend account.
Email – [email protected].
💡 Find step-by-step guides about all Omnisend features in our Help Center.
Next Steps
Connect your ecommerce store – Shopify, WooCommerce, BigCommerce, Wix, or custom platform.
Choose your migration guide – Platform-specific or general guide (see links above).
Request Kickstart service (if you're on a paid plan) – Get started here.
Reach out to our support team – We're here to help 24/7.
Welcome to Omnisend, and let's grow your business together. We're here for you 24/7 via in-app chat and at [email protected].