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Getting Started with Omnisend
Getting Started with Omnisend

Learn how to connect your store, import data and about main features Omnisend offers

Ira avatar
Written by Ira
Updated over a week ago

Welcome to Omnisend! In this user guide, we'll walk you through connecting your ecommerce store to Omnisend and importing your valuable customer contacts. By integrating your store with Omnisend, you'll unlock a range of powerful features that will save you time and help you create beautiful, branded emails and automated workflows.

Before we begin, let's have a quick overview of what is covered in this guide:

1. How to Connect Your eCommerce Store to Omnisend

2. Importing Customer Data into Omnisend

3. Features Enabled after Connecting Your Store

Let's dive into each section step-by-step:

How to Connect Your eCommerce Store to Omnisend

Omnisend integrates directly with most major ecommerce platforms, including Shopify, WooCommerce, BigCommerce, Wix, and others. The connection process is straightforward if your store is built on one of these platforms. Follow these steps:

1. Go to your ecommerce platform's app market.

2. Find Omnisend and install it, just like you would with any other app.

For online stores built on custom ecommerce platforms, the connection is made via API. If you need assistance, don't hesitate to contact Omnisend's support team.

If you have already created Omnisend account before adding Omnisend app, you can still connect your store directly from Omnisend. You'll see the option to do so right after you log in to your account in Dashboard. You can also find this option by clicking on your Store Name at the top right-hand corner and selecting the 'Connect Your' Store option.

The integration process may differ for each platform; we recommend searching for instructions for your store platform.

Omnisend allows you to integrate third-party apps with our platform to make this process easier for you. This means you can easily connect your existing applications.

Integrating Third-Party Apps: Follow a simple process to integrate your current third-party applications with Omnisend. This will enable a smooth data flow between the apps, ensuring that none of your valuable information is lost during the migration. Just open your profile menu, go to Apps, and find the apps you use.

Importing Customer Data into Omnisend

Now that your store is connected, Omnisend automatically imports your customer data, including email addresses, first and last names, and purchase history. You don't have to worry about losing any data during the import process; Omnisend ensures that your data is safe and accurately imported.

If you have a substantial customer base, the import process may take a few minutes, while smaller stores experience almost instant import. You can start marketing to your customers immediately, and any new customers will be synced in real-time.

You could transfer your contacts from there if you used a different email service provider before Omnisend. Here's how:

1. Go to the "Audience" section in Omnisend.

2. Click on "Add Contacts."

3. You'll see several options for importing contacts from your previous provider.

Features Enabled after Connecting Your Store

Once your store is connected, you'll gain access to some fantastic features that will save you time and effort:

Signup Forms and Automated Workflows

All signup forms and automated workflows work out of the box when you set them live. For instance, if you create a popup form, click "Enable" to set it live, and it will be ready to use on your store without any further action needed within your ecommerce platform.

Store Brand Assets

Upload your store's brand assets in the Omnisend store settings. You can set the main colors, fonts, and social media links, and Omnisend will pre-populate email templates for you. This means you can start sending beautiful branded emails within minutes; the same applies to automated workflows.

Automatically Generated Discount Codes

Create and include discount codes directly in your emails without creating them separately in your store's admin. This feature currently works for Shopify, BigCommerce, and WooCommerce only.

Product Listing and Recommendations

Easily pick products from your store to showcase in your emails. You can include product images, titles, descriptions, and linked buttons inside the email instantly.

Abandoned Products for Abandoned Cart and Product Workflows

You can include abandoned products in your email workflows with just a simple drag-and-drop action. Each recipient will see the exact products they left in their cart, increasing the chances of a successful conversion.

Changing Language and Translations

You can adjust the language settings for your Automation, Campaign, and Sign-up forms anytime. But, before you proceed, consider setting the default language and translations in your Store Settings. Doing so will automatically apply the chosen translation to all assets, saving you time in the future.

Setting the Time Zone

By default, we align the time zone based on the address you provide during registration. If you plan to schedule your Campaign later, it will be sent in the time zone specified in your account. To change the Time zone, head to Store Settings β†’Β  Contact Information.

Adding the Sender's Email Address

Before you can start sending Email Campaigns or Automation workflows, you must add and verify the email address from which your emails will be sent. We recommend using an email address associated with your store domain to maintain consistency.

Account Management Page

When you access the Account Management page, you'll find a list of different online stores connected to your email address. If you have more than one store, you can easily register each of them on this page. However, please note that if you register multiple stores under the same email address on the Account Management page, you'll only be able to use one credit card for all of them.

Using Different Credit Cards

If you prefer to use different credit cards for individual stores, you have an option. You can register each store under various owner email addresses. By doing so, you can use different credit cards for each store.

Adding the Same User to Multiple Accounts

Even if multiple accounts are registered under different owner email addresses, you can still streamline your workflow. You can add the same user to all your accounts, granting you easy access and allowing you to exchange templates and automation workflows seamlessly between the various accounts.

Congratulations! You're now equipped with the knowledge of connecting your store to Omnisend, importing customer data, and utilizing some fantastic features that Omnisend has to offer. Start harnessing the power of Omnisend to boost your email marketing and grow your business.

Achieve Better Email Delivery with Omnisend's Warm-Up Process

Improve your email delivery and ensure your messages reach the right inboxes with Omnisend's warm-up process. When switching to a new email marketing platform like Omnisend, gradually increasing your email-sending volumes over time is essential. Doing so enhances your sender's reputation and increases the chances of your emails being delivered successfully.

During the warm-up period, focus on engaging your most interested contacts. Sending emails to this segment and receiving positive actions like opens and clicks will boost your sender's reputation, improving deliverability. Omnisend prioritizes working with engaged contacts to ensure higher open and click-through rates, resulting in better email delivery for your campaigns.

Multichannel Approach

At Omnisend, we strongly believe in the power of multichannel marketing to deliver the most relevant and practical messaging to your customers. Embracing a customer-centric approach means more than just focusing on your promotional content β€” it's about reaching your customers through their preferred communication channels.

We encourage you to explore all the diverse channels that Omnisend has to offer, ensuring that your marketing efforts resonate with your audience across various platforms. Connecting with your customers through their preferred channels will create a personalized and engaging experience that leads to better results for your business.

With Omnisend's multichannel capabilities, you can seamlessly integrate email, SMS, social media, and more into your marketing strategy. The versatility of our platform empowers you to communicate with your customers in the most impactful ways possible.

Key Takeaways

1. Connecting Your eCommerce Store. Easily connect your online store to Omnisend and unlock a range of powerful features for efficient email marketing.

2. Importing Customer Data. Omnisend automatically imports customer data, ensuring a seamless transition without losing valuable information.

3. Features Enabled after Connection. Gain access to time-saving features, including signup forms, automated workflows, store brand assets, automatically generated discount codes, and product listings and recommendations.

4. Deliverability and Warm-Up Process. Follow Omnisend's warm-up process to improve email deliverability by gradually increasing sending volumes and engaging the most interested contacts.

5. Language and Translations. Customize language settings and consider setting default translations in Store Settings for future efficiency.

6. Time Zone and Sender's Email Address. Set the time zone based on your address and verify the email address from which your emails will be sent to maintain consistency and deliverability.

7. Account Management for Multiple Stores. Manage multiple online stores connected to your email address efficiently through the Account Management page.

8. Using Different Credit Cards. Register each store under various owner email addresses to use different credit cards, providing flexibility for payment.

9. Adding the Same User to Multiple Accounts. Streamline workflow by adding the same user to all accounts, allowing easy access and seamless exchange of templates and automation workflows.

10. Multichannel Approach. Explore all channels Omnisend offers to create a customer-centric marketing approach, reaching customers through their preferred communication channels.

By applying these takeaways, you can effectively harness the power of Omnisend, optimize your email marketing efforts, and drive success in growing your business.

We hope this user guide has been helpful to you. If you have any further questions or need additional assistance, please don't hesitate to contact Omnisend's support team. Happy marketing with Omnisend!

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