There can be multiple reasons why you can decide to create a new Omnisend account for your store:

  • If you're migrating to a new platform (for example, from Shopify to Bigcommerce);
  • If you've multiple stores and would like to bill your stores from different cards, but you have them all under one account already;
  • If you just want to start from scratch.

Contents

Before you start

Transferring your contact list

Transferring automation workflows

Transferring email templates

Saving invoices

FAQ

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

Before you start

Make sure the store is connected to your new brand in Omnisend. Otherwise, you won't be able to transfer some important data (templates, automations). There are 2 ways you can connect your new store in Omnisend:

  • Under the same account, you've been using before
  • Under new account

If you'll be connecting the store under the same account, you can proceed to the next step. However, if you'll be connecting the store under a new account, you'll need to add this new account's email address as an admin user to your old account, firstly. Then use this admin user to proceed with all the further steps.

Transferring your contact list

First of all, you'll need to export all your contacts from the old store. To do this go to Audience -> Exports -> New export -> All contacts -> Export -> Download.

Once your list is downloaded, open your new store and import this file. Make sure to map opt-in and opt-out dates to import contacts with subscribed and unsubscribed statutes correctly. Maybe add some info about tags

Note! Engagement data isn't exported. So, if you want to have a segment 'Opened email in the last 7 days', you'll need to create it under your old store account -> export -> import to a new store account and create a segment based on this import.

Transferring automation workflows

To transfer your automations, you need to go to the Automations tab using your old store account -> click the arrow next to the Automation you want to copy -> copy -> select the store you want to copy this automation to. Check all the details here.

Note! If you've changed the eCommerce platform, you might want to check what automations are available for your new store, as some of them might work differently or not work at all.

Transferring email templates

If you have some saved templates, you'd like to transfer to your new store account, check this article. If you don't have saved templates, but want to copy some of the emails you've sent as campaigns before, go to Campaigns tab -> click on the arrow next to the Email campaign you want to copy to the new store -> copy.

Your campaign will be copied and you'll be redirected to the settings of this copied campaign. Click on the content -> click on the arrow next to 'Save' -> save as template.

You'll have the template saved now, so you can copy it to your new store using the guide above.

Saving invoices

In order not to lose your previous invoices go to Account management using your old store -> Billing history -> download the invoices that you want to keep:

To download specific invoice, you'll need to save it like this:

  1. Click right mouse button -> print.

2. Save as PDF-> save.

FAQ

Can I transfer reports to my new account? It's not possible, unfortunately. However, you can still download them, if you want to keep them.

Is it possible to transfer the revenue from my previous store to a new one? It's not possible, as the new store is considered to be empty one and has no info about sales generated until you send out your first campaign.

If you have any questions, don't hesitate to reach out to our Support team!


Did this answer your question?