Postscript is a powerful tool for setting up interactive 2-step forms for Shopify users with a wide variety of style settings (CSS included).
Setup Process
Step 1. In Omnisend, go to Apps → Search for Postscript → Click Connect now → Copy API Key.
Step 2. Go to your Postscript admin → Apps → look for Omnisend.
Step 3. In the Omnisend API Key field, paste the API Key that you have generated in your Omnisend account earlier → click Save integration.
Step 4. Make sure to activate an integration.
Step 5. In Omnisend, check the box that all the steps are done and click Confirm.
What Data Is Passed
Once Postscript is connected with Omnisend, you can start setting up your forms. Here's the list of values that can be passed to Omnisend:
Email
Two different custom properties per form
Important: Phone numbers sync is not supported. Also, no source tag is available yet.
Setting Up Your First Form
Step 1. Go to Postscript admin → Acquisition → Popups → Website popups → under Create in the top right corner, you'll see a drop-down menu with 2 options to create either a mobile or a desktop form.
Note: In both scenarios, the form will be created already with the phone number field. Please note that you can't have the email field together with the phone number field. Hence, you would need to create a 2nd step in the form. The second, custom step, as it's called, will have email pre-added too.
At the top of the menu on your left, you'll find headline and other text settings of the form.
Step 2. To sync email addresses from Postscript forms to Omnisend, enable forwarding to an email app.
Once done, you'll see Omnisend listed.
Step 3. You can add one more question per step, since 1 step can have 2 questions maximum. Types of additional questions available are:
text
multiple answers (supports up to 4 answers)
month and day
You can either select an already existing property for the question or create a new one.
The name of the subscriber property you set in Postscript will be the same when synced to Omnisend as a custom property.
Step 4. A little further down the page, you'll find pop-up settings. On the first tab, you can add your styles to the form, like fonts, button aka teaser color, form type, and so on.
The second tab manages behavior settings. There, you can limit countries for the phone number question, set whether the phone number step should go first or last, exclude some pages, and set the rest.
At the bottom of the preview window of the form, you'll see the “Collapse” option, which allows you to check the form's button view.
Step 5. In the top right corner, you'll find an option to also edit the CSS of your form.
💬 Check Postscript's Help docs for more information.
Step 6. Make sure to save changes first, and then activate the form.
Note: Activating the form without saving the changes prior will reset everything.
Postscript has also launched a new Popup builder recently; it's still in Beta state, and some features are not supported yet. You can follow their updates on this here.
FAQ
Can my PostScript form trigger Welcome automation?
Yes. Find more details on setting up our Welcome flow.
Our award-winning Support Team is available to assist you through the in-app chat or by email at [email protected].