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Copy Signup Forms Between Omnisend Accounts

Learn how to copy signup forms among different Omnisend accounts

Written by Chaymae
Updated yesterday

You can copy signup forms between Omnisend accounts. This helps save time when managing multiple brands, regional stores, or client accounts. You can reuse form designs and settings without rebuilding them from scratch.

This article explains how to copy signup forms to other Omnisend accounts.


Before You Begin

  • All user roles can copy signup forms across accounts, except Content Creator and Analyst roles.

  • You can only copy forms among accounts you have access to.

  • Even if the original form is enabled, the copied form is saved as a draft in the destination account. You'll need to review settings and enable it manually.

  • You can copy forms to accounts connected to different ecommerce platforms (e.g., from Shopify to WooCommerce).

💡 Copying signup forms is especially helpful when managing multiple stores in Omnisend. Learn more about managing multiple stores in Omnisend.

Copy Signup Forms

To copy a signup form from one account to another, follow these steps:

Step 1. Go to Forms → locate the form you want to copy → click the three-dot menu next to it → select Copy to another store.

Step 2. Select the destination account(s) from the dropdown menu. You can select one or multiple accounts.

Step 3. Edit your form name.

Step 4. Click Copy. A success message will confirm the form was copied.

💡 The full form design, theme settings, behavior settings, and targeting settings are copied to the destination account.

Step 5. Switch to the destination account to view and adjust the copied form if needed. Go to Forms to find it.

Note: The copied form is always saved as a draft.

Review and Adjust Copied Forms

After copying a form, it's important to review and update it in the destination account to ensure all settings match the new store or brand.

💡 Changes made to the original form will not affect the copied form, and vice versa.

Start by switching to the destination account and opening the copied form under Forms. Review the settings carefully:

  • Targeting settings: If the form displays on specific pages (e.g., product pages, checkout), update those URLs to match the store connected to the destination account.

  • Discounts: If the form uses discount codes, confirm they exist or are configured in the destination account.

  • Branding: Review theme settings (colors, fonts, button styles) to ensure they align with the new brand.

If any settings need adjustment, make the changes and enable the form when ready.

FAQ

Can I copy a form from Shopify to WooCommerce?
Yes. You can copy forms between accounts connected to different ecommerce platforms. However, you may need to review and adjust platform-specific settings like page targeting URLs.

Will the copied form automatically update when I change the original?
No. Once you copy a form, it becomes a separate, independent form in the destination account. Changes to the original form will not affect the copied version, and vice versa.

Can I copy multiple forms at once?
No. You can only copy one form at a time. However, you can copy a single form to multiple destination accounts in one action.


Didn't find an answer to your question? Contact our support team via in-app chat or at [email protected].

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