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Omnisend Account Management and Store Settings
Omnisend Account Management and Store Settings

Discover how to manage your Omnisend account and store settings

Ira avatar
Written by Ira
Updated over a week ago

When you first start 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.

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 to learn how to add multiple stores to one account.

  • If you need to find your Brand ID, you can access it directly from your Store Settings. Our support team will require this information to troubleshoot any issues in your store.

Account Management Page

To access your Account Management page, click on the Profile menu located at the top right corner of your screen.

Stores 

Under the Stores tab, you will see all the stores connected to your master Omnisend account. From here, you can access your store and register a new one on the same account. Each store will have details of:

  • Store name;

  • Pricing plan,

  • Store URL;

  • Store connection date.

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 multiple credit cards 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 → Add email.

Users

You will see a list of users you gave your account access to. 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 can access your Store settings page from the Profile menu in the screen's top-right corner. This page will display information about a specific store that you have connected to Omnisend.

When you navigate to Store Settings, you will see a preview of your Pricing plan and the remaining email and SMS/ad credits limit.

In the Pricing Plan page, you will find:

  • Pricing plan - view and manage your Pricing plan, Email credit limits, and refill Credits

  • SMS pricing - check country-based SMS prices.

  • Reviews - check the number of reviews published.

From here, you can refill SMS/ad credits on a paid plan, manage your payment plan, and freeze your account (with a 50 USD + VAT one-off charge).

You will also have the 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.). Were you looking to cancel your Omnisend account? Follow this article for detailed instructions.

Account Currency

During the store registration process in Omnisend, you will be prompted to select a country. Your account currency will then be configured automatically based on your chosen country. 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.


​SMS Pricing

This page provides an overview of SMS prices for different countries. All prices are in USD and are specific to the recipient's country.

Password & Authentication

From here, you can change the password for your account. You will need to confirm your current and new passwords.

Also, you can set up two-factor authentication (2FA) for your account. Add two-factor authentication to secure your Omnisend account from unauthorized access in a few clicks. Once enabled, you must input the code from the authenticator app when logging into your Omnisend account.

Contact Information

These settings allow you to edit contact details and add the Default logo and social links to your account.

Brand Assets

Set the brand's default logos, colors, 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

You can add developers from this tab and gain insights into the data exchange between your store, third-party applications, and Omnisend. Your developers will have access to your data via API and developer console.

Sender Domains

The sender domain is where you send your emails from—the part that comes after @ in your email address. A personal domain decreases the chances of your emails ending up in a spam folder. Sign your domain with Omnisend. Read more here.

Email Addresses

You can manage your sender's email addresses on your Omnisend account. You have two options: you can use Omnisend shared email or verify your store's email with your custom domain. If you choose to use your custom domain, ensure the sender email you add here is aligned with your custom domain. For example, if your custom domain is shop.com, the email you add should be on the same domain, like [email protected].

SMS

This tab offers a solution for 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.

For effective SMS marketing while maintaining customer trust, utilize Omnisend's SMS frequency capping and quiet hours to control daily message limits and avoid nighttime disturbances.

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 automations. Currently, we can provide translations for the following:

  • Campaigns and Automation

  • Date and Time

  • Email unsubscribe page

  • SMS unsubscribe page

  • Forms (limited languages)

Read more about translation possibilities in the dedicated guide.

Currency Formats Settings

Within your Store Settings menu, the Currency Formats page offers a user-friendly and intuitive tool for currency formatting.

Here's what you can do with this feature:

Store Currency Formatting. Gain complete control over how store currencies are presented by adjusting symbol placement, decimal points, and separators to meet your requirements.

Add Additional Currencies. Extend the range of currencies your store supports by defining custom formats for extra currencies. This flexibility ensures that your store can cater to an even broader audience.

Please be aware that the currency formats you customize are exclusively applied to two critical areas:

  • Abandoned Carts: Personalize the currency format displayed when a customer abandons their cart to retain potential customers who prefer specific currency presentations.

  • Order Confirmation Letters: Tailor the currency format used in order confirmation letters, adding a professional touch to enhance the customer experience and inspire confidence in your brand.

Saved Templates

These settings allow you to manage and copy your Saved email templates. Edit existing ones or import new HTML templates to your Omnisend account from here.

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.

Consent Management

Omnisend Consent Management Settings allow you to navigate these changes seamlessly, minimizing contact loss while adhering to regulatory requirements.

Please be aware that this feature is currently exclusively available and applicable to Shopify users. Read more here.

Integrations & API

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

  • App - go to our app market to integrate any 3rd party apps with Omnisend. You can also view, edit, or delete the apps you have already connected;

  • 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 ecommerce store you are currently working with.

You can also turn on/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.

If you have any further questions, don't hesitate to reach out via live chat or [email protected].

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