In this article, we'll present the second session from our Onboarding series that will walk you through the following stages:

  1. Growing your contact list - setting-up sign-up forms, collecting your customers' opt-ins from the checkout, etc. 
  2. Contact Profile page - what information can be added to your customers' profile and how you can use it. 
  3. Segments - our best practices and recommendations.
  4. Keeping your list healthy - improving your deliver-ability with smart segmenting.

You can start from the video recording or look through the instructions provided below.

1. Growing your contact list

When building your marketing strategies, you should shift the focus on collecting your customers' opt-in and not just receiving their data. For example, when placing the order in your store, the customer provides information about himself and gives you an understanding of the products he prefers. Still, if he didn't agree to receive your marketing, you won't have any ways to reach your customer with promotional messages and build strong, long-lasting relationships.

Therefore, from the very first day with Omnisend, you should focus on new subscribers' acquisition. After the initial synchronization, there will be a few ways to collect your customers opt-ins, you can: 

💡 For Shopify apart from collecting the opt-ins to the Email channel at the check-out, you may also collect those for the SMS channel. Find the instruction in the article on the SMS opt-ins collection.


Sign-up forms 

Once you've transferred your contacts, we would also encourage you to start using all of the options available, to collect as many contacts as possible. You can enable the pop-up form that shows up after your customer spends some time in the store, and you can also add a sign-up box on the page-side. In that case, the customer that didn't subscribe to the pop-up will be able to re-open the sign-up box at any time. You can also use the Landing Page sign-up form to collect your customer's sign-ups on your social media or enable the interactive Wheel of Fortune form.

Important! Once you create an account on Omnisend, you will see one Sign-up form created automatically. It is called the Newsletter Sign-up form and should serve as the reservation for any third-party form that can be integrated with Omnisend. Before this form can trigger any Welcome automation, you need to integrate it with Omnisend.

Integration of Newsletter Signup Form on Your Store Template


2. Contact Profile

All of the contacts that have ever visited your store and left their email address or the phone number will end up in the 'All contacts' list. Each of your contacts will have a dedicated page on Omnisend with some unified information about them:

  • personal details;
  • subscription status for each of the channels;
  • the list of the tags assigned to the customer and list of the Segments each customer is belonging;
  • web-tracking data, displayed under the (Activity, Orders, and Products tabs).

Channel subscription status

Your contacts can have different statuses for each of the channels: 

  • green or subscribed - means they gave you permission to receive promotions;
  • yellow or non-subscribed - means that they left their credentials in your store but never agreed to receive your marketing; 
  • unsubscribed or red - means that your customers opted-out from your marketing.

Contacts statuses for each of the channels

Customers Tags 

Tags are labels you create to organize and manage your audience. You can add a tag:

  • manually;
  • via the contact import;
  • using Omnisend signup forms; 
  • via automation workflows.

By tagging, you can categorize your contacts based on the data you know about them, then create segments and target your communication to a specific contact group.

Working with tags

Web-tracking

In each of the contacts profiles you will find three different tabs:

  • Activity
  • Products 
  • Orders

In these tabs, you will see the information about your customers' activity, the orders they've placed, and the products they've purchased. Since we will be able to start tracking the data only after the integration is complete, you won't see historical data in the Customers' profiles. For example, if your contact made orders prior to the integration, those will not be displayed here. 

But no need to worry! We will still pull the information about all past orders for the segments you create and will trigger automation workflows based on the data synced from your store. 

Customer Profile - Website Tracking

3. Segments 

Segmentation allows you to communicate with specific groups more precisely while choosing a particular group of recipients. It can make your newsletters, automation messages, and online ads drive a lot more engagement, opens, and reads that would result in much better sales. 

Now you can filter your contacts here in the Audience tab based on their:

  • Channel subscription; 
  • Shopping behavior; 
  • Email campaign activity, 
  • SMS campaign activity;
  • Profile data. 

Instead of sending your promotions to All contacts, we recommend targeting those by the group. You can create a segment with one or more rules. You can also add a filter to any of your rules for more specification, e.g., select not those who have made 1 order, but those who have made 1 order containing the defined product.

Creating Segments
Selling more with Segments

4. Keeping your list healthy

There is a number of aspects that may influence your deliverability. We've already discussed some of them in the First Session, but in this session, we want to bring a few more aspects to your attention.

  1. Collect your subscribers organically - via your store’s checkout or signup forms;
  2. Send quality content to your subscribers;
  3. Target your communication. Don’t send your emails to all contacts at once.
  4. Warm-up. 
  5. Clean your contact list regularly. 

Boost sender reputation for better conversion
Segmenting Inactive Contacts
Warm-up 

Key takeaways

  • Grow your list with organic subscriber collection. Use Omnisend signup forms or your store’s checkout to drive more subscribers.
  • Get to know your contacts profile, use tags to determine what your contacts usually purchase. This will help you send promotions to targeted groups.
  • Send your communication to segments rather than All contacts list. This will drive a lot more engagement, opens, and reads that would result in much better sales.
  • Take regular care of your Contacts list. Clean up regularly and unsubscribe inactive contacts at least twice a year. 


FAQ

How do you prevent segments from overlapping? Even if the customer enters different segments, if you choose to send the Campaign, only one message will be sent.

Does Omnisend automatically clean hard and soft bounces? Yes, we automatically unsubscribe hard bounces, soft-bounces that were rejected 8 times in 12 hours. However, exceeding the limit of 4% for bounces can lead to your account suspension. Therefore, before uploading your list to Omnisend, make sure to clean them with cleaning services, such as Mailgun and Neverbounce.

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