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Integrate OptiMonk with Omnisend

Learn how to integrate OptiMonk with your Omnisend account

Written by Paulius

OptiMonk is a third-party app that lets you track visitor behavior and detect exiting visitors. You can get more email subscribers with various popup 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.


Benefits

  • Sync new subscribers and the information they submit to the Signup forms.

  • Trigger Welcome automation.

  • Use the information you have collected to send more targeted communication to your customers.

Integrating OptiMonk with Omnisend

Step 1. In Omnisend, go to Apps → Search for OptiMonk | Smart Popup Builder → Click Connect nowCopy API Key.

Step 2. When editing a campaign in your OptiMonk admin, scroll towards integrations and select Omnisend from the list.

Step 3. Paste the copied API Key in Optimonk.

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

Step 5. In Omnisend, check the box that all the steps are done and click Confirm.

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.

Capturing New Subscribers and Their Data

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

After you finish with your signup form design and choose to integrate it with Omnisend, you may start selecting your input field bindings. 

General Settings

  • The API key is the key that you generate in Omnisend while integrating it with OptiMonk.

  • Tags is the list of tags assigned to the customer subscribing to the Signup Form. 

  • Send welcome email - defines whether you want to send the welcome email to the customers subscribing through this Form.

Each Campaign created in Optimonk can have a different set of tags. Therefore, you can develop different segments for each Form and push your contacts there.

Import Fields

All properties passed by OptiMonk can be divided into two categories:

  • Mapped to the default properties in Omnisend, or

  • Assigned to custom fields.

It is always better to map imported information with the default properties available in Omnisend. Although the list of properties mapped to 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 are all passed to Omnisend as a 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.

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 the Signup Form, regardless of anything. 

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 the OptiMonk form and another one for 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 through personalization tags.

Troubleshooting

Please note that if you're using Optimonk forms, Omnisend does not automatically track contact events when contacts sign up through them. To ensure tracking and automation triggers work correctly, you need to identify contacts using JavaScript.


If you still have any questions or need any assistance, feel free to contact us at [email protected] or via in-app chat.

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