omnisend playbooks • step-by-step execution

Omnisend Playbooks

These Omnisend playbooks are “do it now” guides: you keep this page open in one tab and Omnisend in the other. The goal is simple — publish the core flows that drive revenue (welcome + abandoned cart), then lock in deliverability (SPF/DKIM/DMARC), and only then scale campaigns. No theory, no blog scrolling — just execution.

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Fastest path to automated revenue
Welcome Abandoned cart Post-purchase Winback Deliverability

Start with “Setup”, then publish 2 core flows. That’s the highest ROI sequence for most ecommerce stores.

omnisend playbooks example showing ecommerce automation flow templates
Example view: flow templates. Playbooks show the exact steps to publish + test these in Omnisend.

Quick Start (recommended order)

  • Setup playbook → connect platform, verify events, import customers, confirm tracking.
  • Core flows playbooks → Welcome + Abandoned Cart (ship fast, test inbox, watch revenue).
  • Deliverability playbooks → SPF/DKIM/DMARC before scaling volume or adding aggressive promos.

Why this order? Because most stores don’t fail due to “bad copy” — they fail because the foundation is wrong: events aren’t tracked properly, the first flows never get published, or deliverability is ignored until emails land in spam. These Omnisend playbooks prevent that.

What are Omnisend playbooks (and why they beat blog posts)

A blog post explains. A playbook executes. That’s the difference. An Omnisend playbook is a step-by-step checklist you follow inside your account: click here, enable this, test that, confirm the event fired, and publish. Each playbook is designed to be completed in a single sitting so your ecommerce store gets results faster.

How these Omnisend playbooks are structured

  • Goal: what the playbook fixes (revenue, tracking, deliverability, SMS basics).
  • Time estimate: so you know what you’re committing to.
  • Exact steps: no fluff — just actions.
  • QA checklist: confirm it’s working (test emails, inbox placement, event triggers, links).
  • Next-step: what to implement immediately after you finish.

If you’re unsure where to start, use our Finder first, then come back here and execute the recommended playbooks: Email Platform Finder.

Omnisend playbooks (pick one and execute)

Use the search + filters below. Each card links to a dedicated page you can follow while working in Omnisend. Over time this hub becomes your store’s “automation operating system”.

All Setup WooCommerce Shopify Deliverability Core flows
Playbook • Setup

Omnisend WooCommerce Setup (9 Steps)

Connect → verify events → publish core flows → inbox test. Built for speed and accuracy.

WooCommerce ~25 min
Playbook • Setup

Omnisend Shopify Setup Step-by-Step

Connect Shopify → verify tracking → build core automations → publish and test.

Shopify ~20 min
Playbook • Deliverability

Omnisend Domain Authentication (SPF + DKIM + DMARC)

Set up SPF, DKIM, and DMARC so your emails land in the inbox (not Promotions/Spam).

Deliverability ~15 min
Playbook • Core flow

Abandoned Cart Flow (Email 1 + Email 2 + SMS)

Minimal sequence that recovers carts without killing margin. Copy included.

Core flows Copy pack
Playbook • Core flow

Welcome Series (3 Emails)

Brand promise → social proof → gentle urgency. Fastest path to first purchase.

Core flows Copy pack

Omnisend playbooks FAQ

Do I need Omnisend to use these playbooks?

They’re written for Omnisend specifically. You can still use the logic elsewhere, but the steps and screens match Omnisend.

Which playbook should I do first?

Setup → Welcome → Abandoned Cart. That sequence usually produces the fastest revenue lift for ecommerce stores.

Why is deliverability a playbook?

Because SPF/DKIM/DMARC mistakes silently kill results. Fixing deliverability early protects every future campaign and automation.

Where do templates fit in?

Use templates for copy speed, then follow playbooks for the “implementation layer” (triggers, timing, segmentation, QA).

References (official docs)

These Omnisend playbooks follow ecommerce fundamentals: correct event tracking, core flow publishing, and deliverability basics. Official references (outbound follow links):

Your CTA buttons use internal redirects (e.g. /go/omnisend/), but Rank Math needs at least one true outbound link. The links above are outbound and “follow”.

Execute your next playbook today

Pick one playbook, follow steps, publish flows — then scale with confidence.

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