OptiMonk is a 3rd party app that lets you track visitor behavior and detect exiting visitors. You can get more email subscribers with various pop-up forms and nano bars available on OptiMonk. In this article, we explain how you can integrate your Optimonk forms with Omnisend and what benefits you'll gain.

Contents

Benefits
Integrating OptiMonk with Omnisend
Capturing new subscribers and information they provide
Trouble-shooting customers' sync
Welcome automation & Personalization

Benefits

  1. Sync new subscribers and the information they submit to the Sign-up forms
  2. Trigger Welcome automation
  3. Use the information you have collected to send more targeted communication to your customers


Integrating OptiMonk with Omnisend

1. When editing a campaign in your OptiMonk admin scroll towards integrations and Select Omnisend from the list.

2. You will need to create Omnisend API key to integrate with OptiMonk. In your Omnisend account go to Store settings in your Profile menu > Integrations & API > API key > click Create API key

3. Copy API Key > go back to OptiMonk > paste it into the API Key field > enter the name of this integration.

4. In the next step, you can add tags so that contacts subscribing via Optimonk campaign had appropriate tags in Omnisend. Here you may also choose what information should be passed to Omnisend and app mappings between fields.

That's it! Now, whenever a visitor signs up through the OptiMonk campaign you configured, those subscribers will be automatically added to your Omnisend contact list. 

Since you may add different Campaign names to each of the Forms, you may pass this property to Omnisend and create different Segments for each of your OptiMonk Campaigns.


Capturing new subscribers and information they provide

When the integration with Omnisend is complete from the OptiMonk side, your email subscribers will be added to Omnisend immediately. However, apart from the email address, you may also push your customers' data.

After you finish with your sign-up form design and choose to integrate it with Omnisend, you may start selecting your input fields bindings. 

General settings

  • API key is the Key that you generate in Omnisend while integrating it with OptiMonk;
  • Tags is the list of the tags assigned to the customer subscribing to the Sign-up form; 
  • Send welcome email - defines whether you want to send the Welcome email to the customers subscribing to this Form.

Each of the Campaigns created in Optimonk can have a different set of tags. Therefore, you may develop different Segments for each of the forms and push your contacts there.


Import fields

All of the properties passed by OptiMonk can be divided into two different categories, those that are mapped with the default properties in Omnisend, and those that we assign to the custom fields.

It is always better to map imported information with the default properties available in Omnisend. Although the list of the properties mapped with the default ones is relatively small, you can pass the collected data and assign it to custom ones.


Custom fields

In OptiMonk you can assign different data types to the properties, including number, date and text but they all area passed to Omnisend as string that may contain up to 2048 characters.

Name restrictions:

  • Can contain only Latin characters, numbers, "_" (underscore) sign
  • Max name length - 128 symbols
  • Name is case sensitive


Trouble-shooting customers' sync

If you completed the integration from the OptiMonko side, but your contacts or some information about them is not added to Omnisend, you may check if there were any problems in the body of the request sent from OptiMonk.

To get access to System logs, you need to create a Developers account in Omnisend. Once you can access your store's development console, you can check the requests to the contacts endpoint.

In the Access logs, you can see the successful requests, while in the Error logs, all of the failures along with the Responses (explanations from Omnisend) are shown.

Let's have a look into the short extract of the successful request, where all types of data were passed to Omnisend successfully. To access the body of the request, click on the View button next to the Request field.

Now, let's check how these properties are assigned to the customer's profile. 

But what about the failed requests? We can still check the body of the request passed by OptiMonk; however, in this case, we are interested in the reasons for the failure. To see Omnisend response, click on the View button next to the Response field.

Based on these responses, you may understand and fix the problem with the Sign-up form. 


Welcome automation & Personalization

Once you complete the integration with the OptiMonk form, all customers subscribing to this form will trigger the flow with the default trigger, set to Sign-up form is any. 

If you want to send different emails to the customers subscribing to the OptiMonk form, you need to use whether your customers have tags you've assigned. For example, you may create a Welcome sequence with two branches — one for customers subscribing to OptiMonk form and another one to the rest of the subscribers.

Apart from triggering the Welcome automation workflow, you may also benefit from using personalization with the information you have collected from OptiMonk. For example, you may add the information you have collected to the Subject line or the content of the message.

Personalization in Channels


If you still have any questions or need any assistance, feel free to contact us at support@omnisend.com.

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