How to Set Up Omnisend for Shopify: A Complete Beginner's Guide
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If you’re running a Shopify store, email marketing is one of the most practical ways to stay connected with customers, promote new products, and encourage repeat purchases.
But before you can start sending welcome emails or recovering abandoned carts, you’ll need to connect your store to an email marketing platform.
That’s where Omnisend comes in.
Omnisend is an email and SMS marketing platform built specifically for ecommerce businesses. It integrates directly with Shopify, allowing you to sync customer information, create signup forms, and automate marketing messages based on shopping behavior.
In this step-by-step guide, you’ll learn how to set up Omnisend for Shopify, from installing the app and connecting your store to completing your account and brand settings.
What Is Omnisend, and Why Use It With Shopify?
For Shopify merchants, Omnisend offers a range of tools to help grow email lists, engage customers, and drive repeat purchases.
Here are some of its key features:
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Email marketing campaigns: Create newsletters, product announcements, and promotional emails using a drag-and-drop editor. You can also showcase products from your Shopify store directly in your emails.
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Marketing automation: Set up automated workflows for welcome emails, abandoned cart reminders, and post-purchase follow-ups, so you don’t have to send every message manually.
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Signup forms: Turn store visitors into subscribers with customizable popups, embedded forms, and other signup experiences.
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Customer segmentation: Group your audience based on purchase history, engagement, and other customer data to deliver more relevant messages.
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Shopify integration: Use synchronized store data to personalize emails and trigger marketing workflows based on customer behavior.
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Performance tracking: Monitor email engagement, orders, and attributed revenue to see how your campaigns contribute to your store’s performance.
For example, when a visitor subscribes to your newsletter, Omnisend can automatically send a welcome email. If a shopper abandons their cart, you can set up a reminder to encourage them to complete their purchase.
These features make Omnisend particularly useful for Shopify merchants who want to automate routine marketing tasks while maintaining more personalized communication with customers.
Omnisend also offers a free plan, allowing you to explore its core features before deciding whether a paid subscription is right for your store.
Step 1: Sign Up for Omnisend With Shopify
Visit the Omnisend website to get started. We’ll use Sign up with Shopify to connect your store during registration.
1.1 Visit the Omnisend Website
Click the button below to open Omnisend, then select Start free on the homepage.
1.2 Choose Sign Up With Shopify
On the registration page, click Sign up with Shopify to begin connecting your store.
If your Shopify store is already connected to an Omnisend account, sign in to your existing account instead of creating a new one.
Step 2: Install Omnisend on Your Shopify Store
2.1 Sign In to Shopify and Select Your Store
Sign in to Shopify and select the store you want to connect. If prompted, enter your store’s original Shopify address, such as your-store.myshopify.com.
You can find this address under Shopify Admin → Settings → Domains. It may differ from your custom storefront domain.
2.2 Review and Install the Omnisend App
On the Shopify App Store page, click Install.
Shopify will redirect you to the app installation screen in your admin. Review the requested permissions and click Install again to confirm.
2.3 Complete Your Omnisend Account Setup
After installation, you’ll be redirected to Omnisend to create your account.
Enter your business email, password, first and last name, and select your current marketing software. Your password must contain at least 8 characters and one number.
Accept the required terms and click Continue. The option to receive promotional emails from Omnisend is optional.
2.4 Verify Your Phone Number
Select your country code, enter your phone number, and click Send verification code.
Enter the code you receive via SMS to complete verification.
2.5 Enable the Omnisend App Embed
Omnisend will prompt you to enable its app embed, which supports website tracking and signup forms.
Click Enable in theme editor.
The Omnisend app embed may already be enabled. If it isn’t, turn it on, then click Save in the top-right corner.
Step 3: Open Omnisend From Your Shopify Admin
Return to your Shopify admin and go to Apps → Omnisend Email Marketing & SMS.
This opens the Omnisend dashboard, where you can complete the remaining setup.
Step 4: Set Up Your Brand Style in Omnisend
After opening Omnisend, you’ll see the Dashboard → Goals page. Since your Shopify store is already connected, the Connect your store task should be marked as Done.
Click Set brand style under Bring your brand on board to continue.
Omnisend will attempt to import your brand information from Shopify. You can upload your logo, adjust your brand colors and fonts, and add social media links. The preview on the right shows how these settings will appear in your emails.
Once everything looks good, click Save brand assets.
Omnisend may then ask whether you’d like personalized recommendations. Click I’ll explore on my own to continue.
You’ll return to the Dashboard → Goals page, where Omnisend suggests additional tasks such as creating signup forms, welcome emails, and abandoned cart workflows.
These additional marketing tasks can be completed later. We’ll cover signup forms, automated workflows, and email campaigns in upcoming tutorials.
Your Omnisend installation and initial setup are now complete.
Frequently Asked Questions (FAQ)
Is Omnisend free to use with Shopify?
Yes. Omnisend offers a free plan that lets you get started with email marketing on Shopify. The free plan includes email campaigns, automation, and signup forms, although sending limits and other restrictions apply.
You can upgrade to a paid plan as your marketing needs grow.
Do I need coding skills to install Omnisend on Shopify?
No. Omnisend integrates directly with Shopify, so you don’t need coding experience to install the app.
You can connect your store, enable the app embed, and configure your brand settings through the Shopify and Omnisend interfaces.
Will Omnisend automatically sync my Shopify customers?
Omnisend can sync customer and store data from Shopify, including contact information and purchase activity.
The initial synchronization may take some time, depending on the amount of data in your store.
Can I change my brand settings after completing the setup?
Yes. You can update your logo, brand colors, fonts, and social media links later in Omnisend.
You don’t need to finalize every branding detail during the initial setup.
Do I need to create an email campaign immediately after installing Omnisend?
No. You can finish the installation and return to the marketing setup tasks whenever you’re ready.
Before sending your first campaign, it’s a good idea to review your audience, configure your sender information, and prepare your email content.
Conclusion
You’ve successfully installed Omnisend on Shopify, connected your store, enabled the app embed, and configured your brand settings.
With the initial setup complete, you’re ready to take the next step toward email marketing with Omnisend.
Ready to get started? Sign up for Omnisend for free using the button below.
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