When you are first getting started with Omnisend, there is a number of settings you will need to update for your account and your store.
In this article, you'll learn how to find your profile settings, update your profile basic information, manage user rights, billing information, and more.
Before you start
In Omnisend, as a user you can have one or multiple accounts, as well as one or multiple stores on the account. It all depends on the specific needs you have!
Follow this link and learn how to add multiple stores to one account.
Account management page
You will find your Account management page on the Profile menu (top right corner).
Under Stores tab you will see all the stores that you connected to your master Omnisend account. From here, you will be able to access your store and register a new store on the same account. Each store will have details of:
- Store connection to Omnisend date
- Web page
- Omnisend subscription plans
- Number of contacts
- Number of automation workflows
- Number of forms used in the store and the total number of sales.
You will be able to add and see your credit card information here as well as billing information which will be automatically added to your invoices.
Important note: you can add more than one credit card to your account. In case the payment fails on the default card, the system will try to charge another card that you added. This can help you prevent your automation flows from being disabled!
Search for your invoices here. All invoices related to your account will be displayed in the list, you will also have a possibility to search for a specific invoice.
You can add the email to inform your bookkeepers about the new account invoice. Go to Account management -> Billing History -> Auto-forward invoice.
You will see a list of users that you gave access to your account. Manage user accesses to restrict some users from viewing sales performance on your account and more. Read User roles management article for more details.
You will find your Store settings page on the Profile menu (top right corner). This page will contain information about a specific store you connected to Omnisend.
When you navigate to Store Settings you will see a preview of the pricing plan you use as well as email and SMS/ad credits limit remaining. From the main Store Settings page you will be able to refill SMS/ad credits on a paid plan, manage your payment plan and freeze your account (with 50 USD + VAT one-off charge).
You will also have an option to save all your data and freeze your account for 12 months. Freezing your account will allow you to return to it without losing any data, users and make sure you already sent messages are still available (with working links, etc.).
Under the Billing tab you will find:
- Pricing plan - view and manage your Pricing plan, Email credit limits and refill Ad Credits
- SMS pricing - check country based SMS prices.
In the Settings tab you will be able to manage the following items:
- Change password
- Contact information - edit contact details and add Default logo and social links to your account.
You will also be able to change your store URL here or enable/disable the single sign-on option, which is used to access the account directly from the store without additional log-ins.
Note, by default the single sign-on option is enabled for all accounts. If disabled, it requires every user on that account to log in using username (email) and password, instead of going straight from the online store to Omnisend.
- Developers - give your developer access to Activity and Error logs of your account
- Sender's email addresses - view, add and delete sender's email addresses on your account
- Language & translations - change language settings for your campaigns and automation.
- Saved templates - manage and copy your Saved email templates
Integrations & API
In the Integrations & API tab you will be able to manage the following:
- Available integrations
- API keys - create, edit and copy API keys you created with Omnisend
- API documentation
- Custom events - create your custom events to be used in automation.
In the Connected Store tab you can view the e-commerce store you are currently working with.
In the Connected Apps tab you can connect new apps to your Omnisend account. Have a read through our How to integrate apps guides in our Knowledgebase. You can also view, edit, or delete the apps you have already connected.
Were you looking to cancel your Omnisend account? Follow this article for detailed instructions.