Welcome to Omnisend. This guide walks you through connecting your store, importing your contacts, configuring your account, and taking your first marketing steps.
💡 New to Omnisend? Read Omnisend Setup: What to Do Before You Begin first for account creation steps and product vocabulary.
What You Can Do with Omnisend
Omnisend is a multichannel marketing platform built for ecommerce. Once your store is connected, you can:
Send Email Campaigns – Build and send branded emails using a drag-and-drop builder and 200+ templates.
Set Up Automation Workflows – Run pre-built flows for Welcome Series, Abandoned Cart, Browse Abandonment, Post-Purchase, and more.
Create Signup Forms – Collect subscribers via pop-ups, landing pages, embedded forms, and spin-to-win wheels.
Market via SMS and Push Notifications – Reach customers with text messages and web push notifications.
Segment Your Audience – Target contacts by purchase history, engagement, location, lifecycle stage, and more.
Track Performance – Monitor revenue attribution, campaign results, automation ROI, and audience growth.
Connect third-party apps. Extend Omnisend with tools you already use – loyalty programs, reviews, referrals, and more. Omnisend supports 130+ apps.
Step 1: Connect Your Store
Omnisend integrates directly with major ecommerce platforms, including Shopify, WooCommerce, BigCommerce, Wix, and others.
To connect from your platform's app marketplace:
Open your platform's app marketplace.
Search for Omnisend and install it.
Follow the on-screen prompts to complete the connection.
To connect from within Omnisend:
Log in to your Omnisend account.
Go to Dashboard → Goals, or click next to your store name in the top-left corner and select Connect your store.
Select your platform and follow the connection wizard.
For custom ecommerce platforms, connection is made via API. Contact our support team if you need help.
Step 2: Import Your Contacts
Once your store is connected, Omnisend automatically imports your customer data – email addresses, names, and purchase history. New customers sync in real time. Larger stores may take a few minutes for the initial import.
💡 Migrating from another email marketing platform? If you stored contacts in your previous ESP that are not in your store, you need to import them manually.
Go to Audience → Contacts → Add or update contacts and select your import method.
If you're migrating from one of the platforms below, use the dedicated platform guide:
Migrate from Klaviyo to Omnisend – includes the Klaviyo Data Import Tool for automatic contact and segment migration.
Migrate from Mailchimp to Omnisend – built-in one-click contact import.
Migrate from ActiveCampaign to Omnisend – contact export formatting and workflow rebuilding.
Migrate from Yotpo to Omnisend – Shopify auto-sync and Yotpo export instructions.
Migrating from a different platform? Use the general migration guide.
💡 On a paid plan? You may qualify for Omnisend's free Kickstart service – our team migrates your contacts, recreates up to 4 workflows, 5 signup forms, and 5 segments for you. Request Kickstart Service
Step 3: Configure Your Account
Before you send your first campaign, complete these setup steps:
Upload your brand assets. Go to Store Settings → Brand Assets to set your colors, fonts, and social media links. Omnisend pre-populates email templates with your brand automatically. Learn how to Manage Your Brand Assets.
Set your default language. Set your brand's default language in Store Settings so Omnisend pre-selects it for all future campaigns and automation workflows. Learn how to Manage Language and Translations in Emails.
Confirm your time zone. Campaigns are sent in your account's time zone. To update it, go to Store Settings → Store Information.
Add and verify your sender email address. You must add and verify the email address from which your campaigns will come. Use an address associated with your store domain. Learn how to Set Up Your Sender Email Address.
Invite your team. If others will manage campaigns, automations, or reporting, add them under Account Settings → Users and assign the appropriate role. Learn how to Set Up User Roles and Access.
Step 4: Start Marketing
With your store connected and account configured, you're ready to start.
Build a Signup Form – Collect new subscribers before your first send. Go to Forms and choose a form type. Enable it, and it goes live on your store automatically.
Send an Email Campaign – Go to Campaigns → Email to build your first campaign using the Email Builder.
Set Up an Automation Workflow – Go to Automations and choose a pre-built workflow such as Welcome Series or Abandoned Cart.
Warm up your sending – If you're new to Omnisend or have a large list, gradually increase your sending volume to protect your sender reputation.
Next Steps
If you have any further questions or need additional assistance, please don't hesitate to contact our Support Team via in-app chat or at [email protected]. Happy marketing with Omnisend!