Omnisend for Woocommerce is an integration that allows you to link your Omnisend account to your Woocommerce store.
It lets you use all of your store's data to better segment your customers, automate marketing, recover abandoned carts, and automate the upsell process, among other features available.
If you want to use Omnisend for WordPress without Woocommerce, jump to this article for more detailed instructions.
Integrating Omnisend with Woocommerce
Before you start
If you have been using Omnisend before and have an account already with another store connected to it, you'll need to create a new empty brand 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 brand is registered, proceed with the steps below.
If you haven't been using Omnisend prior to connecting the WooCommerce store, you're connecting now, just proceed with the steps below.
Also, Wordpress has 2 app versions. Both are compatible with Omnisend, but have slightly different design. So, for your convenience, we'll show whole process for both app versions: wordpress.org and wordpress.com.
Installation process for wordpress.org
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 WoCommerce plugins here.
Step 3. Plugin will be installed in a few seconds and 'Activate' button will appear. Click it to activate Omnisend for the WooCommerce plugin.
Step 4. Plugin will be activated and you'll be redirected to the 'Installed plugins' page. On the top of this page you'll see a bar that will allow you to connect your Omnisend account to Woocommerce. Click 'Get started' link as shown on the screenshot below:
Step 5. You'll land on the page shown below. If you have an Omnisend account, you should have an empty brand created there already, as explained here. If so, click 'Connect your account' button. If you're just starting to use Omnisend and that's the first store you're connecting to Omnisend, click 'Create new account' button:
Step 6. If you've selected 'Connect your account' option and you have an empty brand to connect the store to, you'll see the popup shown on the screenshot below. If you've selected 'Create new account' option, you'll need to go through the Account Registration process first, then you'll see the same popup. Click 'Approve' button. If you don't land on this page and an error is shown instead, go to our Troubleshooting section.
Step 7. 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:
Installation process for wordpress.com
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 Omnisend plugin page in the Plugin Marketplace. Click '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 'Manage plugin' button:
Step 4. You'll land on the page shown below. If you have an Omnisend account, you should have an empty brand created there already, as explained here. If so, click 'Connect your account' button. If you're just starting to use Omnisend and that's the first store you're connecting to Omnisend, click 'Create new account' button:
Step 5. If you've selected 'Connect your account' option and you have an empty brand to connect the store to, you'll see the popup shown on the screenshot below. If you've selected 'Create new account' option, you'll need to go through the Account Registration process first, then you'll see the same popup. Click '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:
⚠️ If you face any problems with your store connection, jump to the troubleshooting section.
Woocommerce plugin benefits
Once you connect your WooCommerce to your Omnisend account via the plugin, you will get the access to the complete package of Standard and Pro plans features, including:
Channels: Email, SMS, Facebook Custom Audience, and Google Customer Match;
All Signup forms: Wheel of Fortune, Popup, Signup Box, and Landing Page;
All Automations: Welcome emails, Abandoned Cart, Order Confirmation, etc.;
Expanded subscriber list segmentation with enriched data;
Complete reports of campaigns, signup forms, and automations and deliverability results;
💡 Omnisend Woocommerce plugin includes all Omnisend standard features. You might want to pass more 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.
After you complete the integration with Woocommerce, 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.
Please note that we sync email addresses provided on the checkout with non-subscribed status to Omnisend by default.
Our plugin allows you to add an email opt-in checkbox at checkout. So, if you want to gather email subscribers at checkout, go to the Omnisend Plugin and change the text for the Checkout opt-in settings field to: 'Keep me up to date on news and exclusive offers via email.' To save the changes, click the 'Update Opt-in' button.
Once this is done, the consent box will be added to your store's checkout page. During the checkout process, everyone who checks this box will be synced to Omnisend as an email subscriber.
Note! The checkout opt-in works for the email channel only; phone numbers will be synced with non-subscribed status.
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:
Option to re-sync data, which failed to sync. For this, click the "Resync" button.
Option to re-sync all store data. We advise using the "Resync all contacts" button when you make heavy changes in your account, like permanently deleting contacts.
Tip! 👍 Make sure you enable at least a few forms provided by Omnisend and proceed with the integration for the ones you already have in your store.
We would also recommend considering alternative ways for the opt-in collection for the customers to trigger your Automation workflows.
Order statuses mapping for Automation Workflows
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 a different logic behind them, to work with order-based automations, it is crucial to understand how order statuses on Woocommerce are mapped to the ones on Omnisend. The table below will help you to understand statuses for different payment methods in WooCommerce:
Important note: if you use transfer payment options (such as PayPal, credit card, etc.), you will need to set the Order confirmation trigger to Order status changed. If your payment option is cash on delivery, the trigger should be set as Order placed. If you use both payment options, you will need to have two confirmation workflows to capture all your orders:
Order confirmation immediately when the order is created (cash on delivery and awaiting payments) - with trigger Order placed.
Order is paid to confirm your store has received the payment - with trigger Order status changed.
For more detailed explanations, refer to this guide.
Troubleshooting store connection
Error: This Omnisend store is already connected. Select another store from your account and try again.
If you get this error, it means that you have another Woocommerce store connected to your Omnisend account already. To fix this, you'll need to log into your Omnisend account in a separate tab and open the empty brand 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 get back to your WordPress admin account and click 'Connect your account' button once again. You'll land on this page, where you'll just need to Approve the connection and that's it.
If you have any questions or need assistance, do not hesitate to contact our support team at [email protected].