When you are first starting with Omnisend, there are several 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.

Contents

Before you start
Account management page
Store settings

Before you start

In Omnisend, as a user, you can have one or multiple accounts and 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

Your Account Management page is on the Profile menu (top right corner).

Stores 

Under the Stores tab, you will see all the stores 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. 

How to find brandID of your store? You'll need to create an API key first. The part before the dash is your brand ID:

Billing info

You can add and see your credit card and billing information, which will be automatically added to your invoices.

Important note: you can add more than one credit card to your account. If the payment fails on the default card, the system will try to charge another card you added. This can help you prevent your automation flows from being disabled!

Billing history

Search for your invoices here. All invoices related to your account will be displayed in the list; you will also have the possibility to search for a specific invoice.

Invoice auto-forwarding

You can add the email to inform your bookkeepers about the new account invoice. Go to Account management -> Billing History -> Auto-forward invoice.

Users

You will see a list of users that you gave access to your account. Manage user access to restrict some users from viewing sales performance on your account and more. Read the User roles management article for more details.

Store settings

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 and the remaining email and SMS/ad credits limit. From the main Store Settings page, you can 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 or users and make sure you already sent messages are still available (with working links, etc.).

Account Currency

During the store registration process in Omnisend, you will be prompted to select a country. The currency of your account will then be configured automatically based on the country you select. If, for any reason, you find that you need to alter the currency that is associated with your account, please contact Support at [email protected] or your dedicated Customer Success Manager so that they can assist you.
 

Pricing plan

Under the Pricing plan tab, you will find:

Other Settings

You will be able to manage the following items:

  • Change password - change the password for your account; You will need to confirm current and new passwords;

  • Contact information - edit contact details and add the Default logo and social links to your account. 

You can also 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 that the single sign-on option is enabled for all accounts by default. If disabled, every user on that account must log in using a username (email) and password instead of going straight from the online store to Omnisend.

  • Brand assets - set the brand's default logos, colours, social links, and fonts. Once added, we'll automatically apply your brand assets to emails that support them. Read more in the dedicated guide.

  • Developers - gives your developer access to Activity and Error logs of your account:

  • Sender's email addresses - view, add and delete the sender's email addresses on your account;

  • SMS - solution of a Toll-free number verification. To keep sending SMS messages to the US market, all Omnisend users must have their phone numbers verified. Read more in the dedicated guide.

  • Sales attribution - change the default attribution window for your sales. This guide provides more details on the feature.

  • Language & translations - change language settings for your campaigns and automation.

  • Sender's domains - sign your own domain with Omnisend. Read more here.

  • Saved templates - manage and copy your Saved email templates;

  • Preference management - give your customers an option to manage their preferences by adding a Preference management page to your email campaigns and promotional automated messages. A complete guide can be found here.

Integrations & API

In the Integrations & API tab, you will be able to manage the following:

  • API keys - create, edit and copy API keys you created with Omnisend

  • API Documentation - everything you need to know about API;

  • Custom events -  create your custom events to be used in automation. You can use Custom events to trigger custom automation workflows through API. Every custom event can have a list of the custom fields for any additional information that could be used in the Automation workflow content.

Connected store

In the Connected Store tab, you can view the e-commerce store you are currently working with.

Apps

You can connect new apps to your Omnisend account in the Apps tab. Please 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.

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