Master Omniscend in 2023!

Master Omniscend in 2023!

Table of Contents

  1. Introduction
  2. Getting Started with Omniscend
    1. Creating a Free Account
    2. Connecting Your Store
    3. Exploring the Dashboard
  3. Email Campaigns with Omniscend
    1. Creating a New Campaign
    2. Customizing Email Templates
    3. Adding Elements to Emails
    4. Testing and Sending Emails
  4. Automation Workflows
    1. Managing Automation Workflows
    2. Pre-built Workflow Options
  5. Building and Managing Forms
    1. Creating Eye-catching Forms
    2. Customizing Form Elements
  6. Audience Management and Segmentation
    1. Viewing Audience Information
    2. Creating Audience Segments
  7. Analytics and Reporting
    1. Tracking Email Performance
    2. Analyzing Workflow Data
  8. Conclusion

Getting Started with Omniscend

Are you looking to optimize your e-commerce platform with Omniscend? In this Omniscend tutorial, we will guide you through everything you need to know about getting started with Omniscend. From creating a free account to exploring the dashboard and connecting your store, we will cover the essential steps to help you unlock the full potential of Omniscend. So let's dive in and discover how this powerful platform can revolutionize your e-commerce business.

Creating a Free Account

The first step in getting started with Omniscend is to create a free account. Simply click on the provided link in the video description to follow along. Once you reach the Omniscend homepage, click on the "Start for Free" option and fill in the necessary details. You can sign up using your email, Shopify, Google, or any other preferred option. After signing up, you will gain access to your personal dashboard.

Connecting Your Store

Next, it's crucial to connect your e-commerce store to your Omniscend account. Omniscend integrates with hundreds of e-commerce tools, including popular platforms like Shopify, Shopify Plus, Bigcommerce, WooCommerce, and Wix. To connect your store, click on the "Connect Store" option in your dashboard. From there, select your platform and follow the provided instructions for seamless integration.

Exploring the Dashboard

Once your store is connected, you will enter the Omniscend dashboard. Here, you can monitor your sales performance, view live contact activity, and access various features for optimizing your e-commerce marketing strategy. The dashboard provides an overview of your goals and offers valuable insights to drive your business forward. Take some time to familiarize yourself with the different sections of the dashboard to make the most out of Omniscend's capabilities.

Email Campaigns with Omniscend

One of the key features of Omniscend is its robust email marketing capabilities. With Omniscend, you can create engaging email campaigns that captivate your audience and drive conversions. Let's explore how you can leverage this powerful tool to craft effective email campaigns.

Creating a New Campaign

To start creating an email campaign, navigate to the "Campaigns" section in your dashboard. Click on "New Campaign" and select the type of campaign you want to create. Omniscend offers options like one-time emails, A/B split testing, SMS notifications, and push notifications. Choose the most suitable type for your campaign and proceed to customize it.

Customizing Email Templates

Omniscend provides a wide range of customizable email templates for different goals, such as welcome emails, product promotions, discounts, and holiday celebrations. Select a template that aligns with your campaign objective and make adjustments to reflect your brand's identity. Modify the text, add images or videos, and tailor it to your specific message. Omniscend's drag-and-drop interface makes customization a breeze.

Adding Elements to Emails

Enhance the visual appeal and functionality of your emails by adding elements such as text, buttons, images, videos, and social media buttons. Customize these elements to align with your brand's style and message. Omniscend's user-friendly interface simplifies the process of incorporating these elements into your emails, ensuring a seamless user experience for your recipients.

Testing and Sending Emails

Before sending out your email campaign, it's paramount to test it to ensure proper formatting, rendering, and deliverability. Omniscend allows you to send test emails to yourself or team members, enabling you to review the content and make any necessary adjustments. Once you're satisfied with the final version, you can schedule the campaign or send it immediately to your subscribers.

Automation Workflows

Automation is a game-changer in e-commerce marketing, and Omniscend offers powerful automation workflows to streamline your marketing efforts. These workflows allow you to automate various aspects of your campaigns, saving you time and maximizing efficiency.

Managing Automation Workflows

Explore the "Automation" section in your dashboard to manage and create new automation workflows. Omniscend provides pre-built workflows, such as cart abandonment, post-purchase emails, special occasions, and transactional emails. Choose the workflow that aligns with your goals and customize it to fit your specific requirements.

Building and Managing Forms

Capturing leads and building your email list is vital for e-commerce success. Omniscend offers user-friendly tools for creating eye-catching forms to engage your website visitors and convert them into subscribers.

Creating Eye-catching Forms

In the "Forms" section of your dashboard, you can design and customize forms that catch the attention of your visitors. Use attractive templates and customize them to match your brand's aesthetics. By placing these forms strategically on your website, you can encourage visitors to subscribe and stay connected to your business.

Customizing Form Elements

Omniscend's drag-and-drop interface allows you to add various form elements, such as text fields, checkboxes, drop-down menus, and more. Customize these elements to gather the desired information from your subscribers. You can also add enticing incentives like discounts or giveaways to increase form submissions.

Audience Management and Segmentation

Managing your audience effectively is crucial for running targeted email campaigns that resonate with your subscribers. Omniscend provides features for audience segmentation and management to ensure personalized communication with your customers.

Viewing Audience Information

In the "Audience" section, you can access valuable information about your subscribers, including their contact details, preferences, and engagement history. This data enables you to tailor your campaigns to suit different segments of your audience, enhancing the relevance and impact of your marketing efforts.

Creating Audience Segments

Segmenting your audience allows you to send highly targeted and personalized emails. Omniscend offers tools to create audience segments based on various criteria such as demographics, purchase history, and engagement levels. By delivering relevant content to specific segments, you can improve engagement and conversion rates.

Analytics and Reporting

Analyzing the performance of your campaigns is essential to measure success and make data-driven decisions. Omniscend provides comprehensive analytics and reporting features to track your email performance, automation workflows, and overall marketing effectiveness.

Tracking Email Performance

Evaluate the effectiveness of your email campaigns using Omniscend's reporting tools. View essential metrics such as open rates, click-through rates, and conversion rates to assess engagement and conversion performance. Use this data to refine your campaigns and optimize future email communications.

Analyzing Workflow Data

Monitor the performance of your automation workflows through detailed reports. Gain insights into the effectiveness of each workflow step, identify bottlenecks, and make informed adjustments to maximize efficiency and effectiveness. The data provided by Omniscend's reporting tools empowers you to continuously improve your marketing strategies.


In this comprehensive Omniscend tutorial, we have covered the essential steps to get started with Omniscend. By creating a free account, connecting your store, exploring the dashboard, setting up email campaigns, leveraging automation workflows, building forms, managing your audience, and analyzing performance through reports, you can harness the power of Omniscend to enhance your e-commerce marketing efforts. Start exploring Omniscend today and unlock a world of possibilities for your business.


  • Create a free account with Omniscend to optimize your e-commerce platform.
  • Connect your store seamlessly, leveraging Omniscend's integration options.
  • Customize and automate email campaigns to engage and convert your audience.
  • Utilize pre-built workflows to streamline your marketing efforts.
  • Design eye-catching forms to capture leads and grow your email list.
  • Segment your audience for personalized communication and improved results.
  • Analyze email and workflow performance through Omniscend's comprehensive reporting.
  • Make data-driven decisions to optimize your marketing strategies.


Q: Can I integrate Omniscend with multiple e-commerce platforms? A: Yes, Omniscend integrates with various e-commerce platforms, including Shopify, Shopify Plus, Bigcommerce, WooCommerce, and Wix. You can connect multiple stores to your Omniscend account.

Q: Can I customize the email templates provided by Omniscend? A: Absolutely! Omniscend offers a range of customizable email templates. You can modify the text, images, colors, and other elements to align with your brand's identity.

Q: Can I schedule email campaigns with Omniscend? A: Yes, Omniscend allows you to schedule email campaigns at a specific date and time. This ensures that your emails reach your subscribers at the most effective moments.

Q: How can I track the performance of my email campaigns with Omniscend? A: Omniscend provides detailed analytics and reporting tools to track the performance of your email campaigns. Monitor metrics such as open rates, click-through rates, and conversions to evaluate the effectiveness of your campaigns.

Q: Can I use Omniscend for other types of marketing, not just email campaigns? A: Absolutely! In addition to email campaigns, Omniscend offers automation workflows, form creation, audience management, and other marketing features. You can leverage these tools to enhance various aspects of your marketing strategy.

I am a shopify merchant, I am opening several shopify stores. I use ppspy to find Shopify stores and track competitor stores. PPSPY really helped me a lot, I also subscribe to PPSPY's service, I hope more people can like PPSPY! — Ecomvy

Join PPSPY to find the shopify store & products

To make it happen in 3 seconds.

Sign Up
App rating
Shopify Store
Trusted Customers
No complicated
No difficulty
Free trial