Email and SMS marketing remain two of the highest-ROI channels for ecommerce businesses. However, to maximize conversions, you need an automation platform built specifically for online stores. That’s where Omnisend comes in.
Omnisend is designed to help ecommerce brands automate email, SMS, push notifications, and customer journeys from a single dashboard. In this step-by-step guide, you’ll learn how to set up Omnisend for your online store and launch your first campaign successfully.
Introduction to Omnisend
Omnisend is an omnichannel marketing automation platform tailored for ecommerce businesses. It integrates seamlessly with major ecommerce platforms and allows store owners to:
- Create automated email and SMS campaigns
- Build pre-designed customer workflows
- Segment audiences based on behavior
- Recover abandoned carts
- Track performance with detailed analytics
Unlike generic email marketing tools, Omnisend focuses on ecommerce-specific automation such as product recommendations, order confirmations, and post-purchase follow-ups.
Setting it up correctly ensures you can start generating revenue through automated marketing quickly.
Step 1: Creating an Omnisend Account
Getting started with Omnisend is simple.
1. Visit the Official Website
Go to the Omnisend website and click on Get Started.
2. Enter Your Business Information
Provide your store name, email address, and create a password.
3. Verify Your Email
Confirm your account through the verification email sent to your inbox.
4. Choose Your Plan
Omnisend offers free and paid plans depending on your business needs. The free plan is ideal for small stores starting with email automation.
5. Complete Initial Setup
You’ll be prompted to enter store details such as business address and sender information. This ensures compliance with email marketing regulations.
Once your account is ready, you can move on to integration.
Step 2: Integrating Omnisend with Your Online Store
Integration is crucial because it allows Omnisend to sync customer data, product catalogs, and order information automatically.
1. Connect Your Ecommerce Platform
Omnisend integrates with popular platforms like:
- Shopify
- WooCommerce
- BigCommerce
- Wix
Select your platform and follow the guided setup instructions.
2. Sync Your Product Catalog
After connecting your store, Omnisend automatically imports your products. This enables dynamic product recommendations in emails.
3. Import Existing Contacts
You can import existing subscribers or allow Omnisend to sync them from your store database.
4. Set Up Signup Forms
Create popups, landing pages, or embedded forms to grow your email list.
Once integration is complete, your store data will update in real time, allowing for automated marketing workflows.
Step 3: Setting Up Your First Campaign
Now that your store is connected, it’s time to launch your first campaign.
Option 1: Create a Standard Campaign
- Navigate to Campaigns → Create Campaign
- Choose Email, SMS, or Push Notification
- Select a pre-built template
- Customize the design with your branding
- Add dynamic product blocks if desired
- Select your audience segment
- Schedule or send immediately
Option 2: Set Up an Automation Workflow
Automation is where Omnisend truly shines. Recommended first automations include:
- Welcome series
- Abandoned cart recovery
- Order confirmation
- Post-purchase follow-up
- Re-engagement campaigns
To set up automation:
- Go to Automation → Create Workflow
- Choose a pre-built ecommerce workflow template
- Customize timing, messaging, and triggers
- Activate the workflow
These automated campaigns generate revenue without manual effort once activated.
Conclusion
Setting up Omnisend for your online store is a straightforward process that can significantly increase revenue through automation. By:
- Creating your account
- Integrating your ecommerce platform
- Launching your first campaign or workflow
You build a scalable marketing system that works around the clock.
With proper segmentation, automation, and performance tracking, Omnisend becomes a powerful growth engine for ecommerce businesses.
