Create templated accounts in the Partner Portal to set up automation, campaigns, and signup forms once, then copy them to multiple client stores. You'll save time, stay consistent, and onboard new clients faster.
This article covers how to create a templated account, configure its features, and copy it to your client stores.
Before You Begin
All Omnisend partners can create templated accounts in their Partner Portal.
Templated accounts are storage-only. They can't send campaigns, process orders, or get billed. Use them to build and store content you'll copy to client accounts.
You can create one templated account per agency with up to three platform stores (Shopify, BigCommerce, WooCommerce). Each platform has different triggers, features, and integrations, so templates are platform-specific.
Any agency team member can create the templated account. Once created, all team members can access it.
💡 Haven't created your Partner Portal account yet? Check the following guides first:
Create Templated Account
Step 1. Log in to your Partner Portal → Go to the Accounts page.
Step 2. Locate the banner titled “Start using templated accounts” → Click Create templated account.
Step 3. You’ll be redirected to the Choose ecommerce platforms that you work with page. Select up to three ecommerce platforms for your templated account. You can choose from:
Shopify;
BigCommerce;
WooCommerce.
Note: You can only create one templated account per agency, but you can include up to three platform stores in that account (e.g., shopify-Template, bigcommerce-Template, woocommerce-Template).
Step 4. Click Continue. Omnisend will create a templated account with the platforms you selected. Store connections are handled automatically; you don't need to connect any actual ecommerce stores.
Step 5. Once created, you'll see your templated stores listed under a banner at the top of the page: "Access your templated accounts".
Your templated accounts are now accessible in Omnisend. You can access them in two ways:
From Partner Portal: Click any templated account link on the Accounts page. This will open the account in Omnisend.
Directly from Omnisend: Log in to the Omnisend → Click the profile menu (top-right corner) → Select Switch store → Click store name.
💡 All content building, editing, and management happens in the Omnisend app, not in the Partner Portal. The Partner Portal is only used to create templated accounts; everything else is done in Omnisend, just like managing a regular client account.
Build Content in Templated Account
Once you open a templated account, you can create:
Automation: Build Welcome, Abandoned Cart, Post-Purchase, or custom automation. All platform-specific triggers and steps are available. Design email, SMS, and push notification messages with your branding, add splits, delays, and filters.
Campaigns: Create email, SMS, and push notification campaigns and design them as needed.
Email Templates: Create and save reusable email designs as templates.
Signup Forms: Build all types of signup forms: Pop-ups, Flyouts, Landing pages, and Embedded forms.
Segments: Create reusable audience segments based on common filters (e.g., VIP customers, recent purchasers, inactive subscribers).
💡 You can edit templated accounts anytime. Just open the account in Omnisend, switch between stores (Shopify, WooCommerce, and BigCommerce), and make the necessary changes.
Copy Templated Account Content to Client Accounts
Once your templated account is set up, you can copy its content to any client account you manage in the Partner Portal.
Important Notes:
Campaigns, Signup Forms, and Email Templates can be copied to any client account, regardless of the ecommerce platform.
Automation and Segments can only be copied to accounts on the same ecommerce platform.
How to copy:
Open your templated account in Omnisend.
Navigate to the content you want to copy (Automation, Campaigns, Signup Forms, Email Templates, or Segments).
Click the three-dot menu (⋮) next to the item you want to copy.
Select Copy to another store from the dropdown menu.
Choose the client account(s) you want to copy to. You can select a single or multiple client accounts
Click Copy. The content will be copied to the selected account(s).
💬 Learn more about copying:
After copying content from a templated account to a client account:
Review automation triggers – Ensure they match the client's workflow (e.g., Abandoned Cart recovery window).
Update sender details – Replace placeholder sender names/emails with the client's brand information.
Test workflows – Send test campaigns and trigger test workflows to confirm everything works.
Update form settings – Review form targeting settings and theme settings to match the client account.
Manage Templated Accounts
Edit Templated Accounts
You can edit your templated accounts anytime. Open your templated account in Omnisend → Make your changes. You can adjust:
Store information such as name. For example, rename stores to make them easy to find (like "Shopify Template Account").
Edit features further, including automation, segments, campaigns, signup forms, and email templates.
Note: Changes will apply only to future copies. Previously copied content in client accounts remains independent
Delete Templated Accounts
If you'd like to delete your templated account or only one store under it, reach out to our Support Team via in-app chat or at [email protected], and they'll help you with the process.
Note: Deleting a templated account does not affect content that has already been copied to client accounts. Copied content remains independent.
FAQ
Can I create multiple templated accounts for the same platform?
No. You can create one templated account per agency with up to three platform stores (Shopify, WooCommerce, BigCommerce). For example, you can have a Shopify store, a WooCommerce store, and a BigCommerce store in your templated account, but not two Shopify stores.
What user roles can create and edit templated accounts?
Any agency team member can create the templated account. Once created, all team members can access and edit it.
Do I need to connect an actual ecommerce store to create a templated account?
No. Store connections are handled automatically by Omnisend. You just select the platform type (Shopify, WooCommerce, etc.), and Omnisend provides the correct templated account structure with platform-specific features.
What if my client uses a platform that my templated account doesn't support?
Your templated account can include up to three platform stores (Shopify, WooCommerce, BigCommerce). If your client uses a platform that's not included in your templated account:
Campaigns, Signup Forms, and Email Templates can still be copied to any client account, regardless of platform.
Automation and Segments are platform-specific and can only be copied to accounts on the same platform. If your client uses a platform you don't have in your templated account (e.g., you have Shopify and WooCommerce templates, but your client uses Wix), you won't be able to copy workflows or segments to that account.
If I update a templated account, will the changes apply to the client accounts I've already copied?
No. Once you copy content to a client account, it becomes independent of your account. Changes to your templated account do not affect previously copied content.
Have questions? Our Partnerships Team is here to help at [email protected].