Omnisend for WooCommerce is an integration that allows you to link your Omnisend account to your WooCommerce store.

It lets you use your store's data to segment your customers better, automate marketing, recover abandoned carts, and automate the upsell process, among other available features.

If you want to use Omnisend for WordPress without WooCommerce, jump to this article for more detailed instructions.

If you have been using Omnisend and already have an account with another store connected, you'll need to create a new empty store first, then proceed with the steps described below.

To register a new store under an existing account, check this step-by-step guide. Once a new store is registered, proceed with the steps below.

If you haven't been using Omnisend before connecting to the WooCommerce store, you're connecting now; proceed with the steps below.

Also, WordPress has two app versions. Both are compatible with Omnisend but have slightly different designs. So, for your convenience, we'll show the whole process for both app versions: wordpress.org and wordpress.com.

Step 1. Navigate to your WordPress Admin Dashboard, → go to the Plugins page → Add New→ search for Omnisend for WooCommerce plugin → click Install Now.

If you are only starting to work in WooCommerce, we suggest reading more about WooCommerce plugins here.

Step 2. The plugin will be installed in a few seconds, and the 'Activate' button will appear. Click it to activate Email Marketing for the WooCommerce by Omnisend plugin.

Step 3. The plugin will be activated, on the top of this page, you'll see a bar allowing you to connect your Omnisend store to WooCommerce. Click the 'Connect your store to Omnisend' as shown in the screenshot below.

Step 4. You'll land on the page shown below. If you have an Omnisend account, you should already have an empty store created there, as explained here. If so, click the 'Connect your account' button.

If you're starting to use Omnisend and that's the first store you're connecting to Omnisend, click the 'Create new account' button:

Step 5. If you've selected the 'Connect your account' option and you have an empty store to connect the store to, you'll see the popup shown in the screenshot below. If you've selected the 'Create new account' option, you'll need to go through the Account Registration process first; then, you'll see the same popup. Click the 'Approve' button. If you don't land on this page and an error is shown instead, go to our Troubleshooting section.

Step 6. That's it! The plugin will send a Verification request to Omnisend, and the store will be connected. You'll land on the Brand Assets page:

Step 1. Navigate to your WordPress Admin Dashboard, → go to the Plugins page → Add New→ search for Omnisend for WooCommerce plugin and select it.

Step 2. You'll be redirected to the Omnisend plugin page in the Plugin Marketplace. Click the 'Install and activate' button.

Step 3. It'll take a few seconds to install and activate the plugin. Once it's done, you'll land on this page. Click the 'Manage plugin' button.

Step 4. You'll land on the page shown below. If you have an Omnisend account, you should already have an empty store created there, as explained here. If so, click the 'Connect your account' button.

If you're starting to use Omnisend and that's the first store you're connecting to Omnisend, click the 'Create new account' button.

Step 5. If you've selected the 'Connect your account' option and have an empty store to connect the store to, you'll see the popup shown in the screenshot below. If you've selected the 'Create new account' option, you'll need to go through the Account Registration process first; then, you'll see the same popup. Click the 'Approve' button. If you don't land on this page and an error is shown instead, go to our Troubleshooting section.

Step 6. That's it! The plugin will send a Verification request to Omnisend, and the store will be connected. You'll land on the Brand Assets page:

Once you connect your WooCommerce to your Omnisend account via the plugin, you will get access to the complete package of Standard and Pro plans features, including:

💡 Omnisend WooCommerce plugin includes all Omnisend standard features. You might want to pass additional information to your Omnisend account for custom automation workflows. To do that, you can use our open API. To learn more about backend possibilities, please visit our API documentation.

Make sure to allow WooCommerce plugin permissions for the integration to run smoothly. To do that, go to the WordPress admin panel and press the "add permissions" button.

Step 1. Go to your WordPress admin panel and open the Omnisend plugin page

Step 2. Update the Omnisend plugin to the latest version if needed

Step 3. Click the “Add permissions” button

Step 4. Click “Approve” in the WooCommerce consent window.

After completing the WooCommerce integration, Omnisend starts syncing all historical data from your store.

The information passed to Omnisend includes your contacts, products, and orders. The initial synchronization may take up to a few hours but not more than 24 hours. 

Later on, all of your assets will be populated to Omnisend instantly.

Our plugin allows you to add an email opt-in checkbox at checkout. So, to gather email subscribers at checkout, go to the Omnisend Plugin and check the box 'Add an opt-in checkbox to the checkout page.' You can also change the opt-in checkbox consent text. Optionally, you can make the opt-in consent checkbox preselected by checking the 'Preselect opt-in checkbox in the checkout page' box.

On your plugin page, you will see a store data sync status table that will show the corresponding status of syncing: Success, Error, Pending, Skipped with two self-service actions:

Tip! 👍 Make sure you enable at least a few forms provided by Omnisend and integrate the ones you already have in your store.

We also recommend considering alternative ways for the opt-in collection for the customers to trigger your Automation workflows.

Note that when syncing contact information, our system follows a priority-based approach for mapping first_name and last_name properties:

Priority 1: We first check the WordPress User first_name field.

Priority 2: If first_name is missing, we consider shipping_first_name.

Priority 3: If still unavailable, we look at billing_first_name for first_name.

Omnisend doesn't replace any of the automatic responses you have in your WooCommerce store.

If you wish to replace them, you need to disable automations sent by WooCommerce and enable corresponding automations in Omnisend.

As the two platforms have different logic behind them, to work with order-based automations, it is crucial to understand how the order statuses on WooCommerce are mapped to the ones on Omnisend. The table below will help you to understand the statuses of different payment methods in WooCommerce.

If you get this error, you already have another WooCommerce store connected to your Omnisend account. To fix this, you'll need to log into your Omnisend account in a separate tab and open the empty store where you want your WooCommerce store to be connected (it should be created by now, but if you haven't done it yet, do it as explained here). Then, return to your WordPress admin account and click the 'Connect your account' button again. You'll land on this page, where you'll need to Approve the connection, and that's it.

This is a common error in WooCommerce. There are a few possible causes to this issue:

If you’ve tried all the above, your server is stripping the “Authorization” header.

Authorization – step 1

Authorization – step 2 – error

Important: As this pertains to the configuration of your web server and/or other WordPress plugins, Omnisend cannot provide support in these cases. You can try the suggestions below at your own risk. Please always consult with a web developer when making configuration changes.

In some cases, doing the following might help (some may not apply to you):

If that does not work, contact your hosting provider.

Automations will not be triggered for order events that have exceeded a 3-hour delay. For instance, in the case of an Order Confirmation, if you receive/add an event for an order placed more than a day ago, the Order Confirmation will not be sent. The same logic applies if your store is connected via API.

When you clone your WooCommerce store to create a test or staging environment, it allows you to safely test new features, updates, and other changes without affecting your live store.

The Omnisend plugin ensures a clear distinction between your production and staging environments by automatically disconnecting the staging environment from sending data to your live store. It also requires the staging environment to be connected to a test brand.

Clone Your Store: Proceed with cloning your production store. This creates the desired environment for testing or other purposes.

Connect Staging Plugin to Test Brand: In your cloned (staging) store, connect the Omnisend plugin to a test brand. This ensures that the staging environment is linked to a different brand from your live store. The plugin will display the brand name, making it easier to distinguish the Omnisend brand it’s connected to.

The Omnisend plugin detects when a staging environment has been created and disconnects from your live store so that no non-production data is sent there. For the plugin to detect the environment change, your cloned staging environment must have the WP_ENVIRONMENT_TYPE WordPress variable set to "staging" or "development."

This should either be set automatically by your cloning tool of choice or, if you're cloning manually, could be set in your wp-config.php file, such as:

define('WP_ENVIRONMENT_TYPE', 'staging');

If you're using a third-party tool to clone your shop and you want to ensure that the setup it created is correct, you can do so by going to your cloned shop's WordPress admin dashboard, navigating to Tools → Site Health → Info → WordPress Constants and verifying that WP_ENVIRONMENT_TYPE is set to "staging" or "development".

Values such as "production" or "Undefined" should only appear in your production store. If they appear in your cloned shop, that indicates an incorrect setup, as the Omnisend plugin would not be able to detect that it needs to disconnect.

Due to API access issues, your store's data will not be synchronized with Omnisend. This prevents us from sending messages to your audience.

There are many factors that can prevent us from accessing required Omnisend resources on WordPress (wp-json/omnisend-api/*) or WooCommerce (wp-json/wc/v3/*) after you have installed our plugin, for example:

After you have fixed the issues, follow these steps to make sure everything is working as expected.

To check if Woocommerce API is accessible:

5. If the product list is returned, everything is working fine.

6. After checking, you can delete the API Key you created.

To check if Omnisend API is accessible:

If you have the WordFence plugin installed and activated, it may block Omnisend requests to WordPress. To amend this, go to your WordFence plugin settings → Firewall Options and enable learning mode as shown in the screenshot below. 

If your website is hosted by Cloudflare, it may have a firewall that blocks Omnisend requests. To add Omnisend to Cloudflare's whitelist, go to Cloudflare's settings, select Security, then WAF, and create a rule.

Whitelisting 'omnisend/1.0' user-agent will allow Omnisend to reach WordPress and solve the issue. After it is done, you may need to reinstall the Omnisend plugin and reconnect it.

If you have any questions or need assistance, please contact our support team at [email protected].