omnisend shopify setup — keep this open in one tab while you work inside Shopify + Omnisend in another.

Omnisend Shopify Setup Step-by-Step

This omnisend shopify setup playbook connects your store, verifies your sender, confirms events are firing, and publishes two revenue flows (Welcome + Abandoned Cart) without guessing what to click.

Time: ~25–45 minutes You’ll be done when: test subscriber + cart triggers activity Best for: new Shopify stores & migrations
Connect Verify Build Publish
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No credit card required • Cancel anytime • Ship v1 today, optimize after 7 days of data

omnisend shopify setup map showing Connect → Verify → Build → Publish
Follow the exact path: connect your Shopify store → verify sender → publish two core flows.

omnisend shopify setup: before you start

The goal of this omnisend shopify setup is not “perfect marketing” — it’s removing friction so you can ship. You’ll finish today with tracking working and at least one automation live.

  • Shopify Admin access (permission to install apps).
  • Sender email you want to send from (ideally on your domain).
  • Domain/DNS access (only if you verify a domain).
  • A test inbox (Gmail/Outlook) to confirm delivery.
  • A test product so you can add-to-cart / start checkout quickly.
You’re “done” when: events show up in Omnisend and your flows are set to Live.

Common mistakes (that waste hours)

  • Installing the app with the wrong Shopify user (missing permissions → tracking issues).
  • Skipping sender verification and wondering why emails “disappear”.
  • Building flows before checking events (no events = no sends).
  • Overbuilding on day 1 (10 flows, 0 data). Ship v1, optimize after 7 days.
  • Consent mismatch (importing contacts without clear permission).

Step-by-step

Step 1/9
1

Start your Omnisend account (clean workspace)

This keeps your omnisend shopify setup clean and easy to troubleshoot.

  1. Open Omnisend and create an account with your business email.
  2. Select platform: Shopify.
Success check: you can access Omnisend and see a prompt to connect your Shopify store.
2

Install Omnisend from the Shopify App Store

This is what enables product/customer/event sync.

  1. In Shopify Admin: Apps → Shopify App Store.
  2. Search Omnisend, click Install, then approve permissions.
Success check: Omnisend opens inside Shopify without errors.

Reference (FOLLOW): Shopify guide for installing apps: Installing apps

3

Confirm the Shopify ↔ Omnisend connection

We verify sync before we build anything.

  1. In Omnisend, confirm your store name is correct.
  2. Wait for initial sync (products/contacts can take a bit).
Success check: you see store data in Omnisend (at least some products/contacts).
4

Set your sender + verify it (deliverability foundation)

Verified sender is the fastest “trust win” in any omnisend shopify setup.

  1. Open Omnisend: Sender / Email settings.
  2. Add your sender email (prefer your domain).
  3. Complete verification (email or domain verification).
Copy-ready sender template:
From name: Your Store From email: hello@yourstore.com Reply-to: support@yourstore.com
Success check: sender status shows verified / ready.
5

Confirm events are firing (before flows)

If events don’t fire, automations won’t send — even if they look “published.”

  1. Open Omnisend events/activity area.
  2. Run a quick test: view a product → add to cart → start checkout.
  3. Refresh Omnisend and confirm you see activity.
Success check: you can see at least one event (view/cart/checkout).
If it fails: wait a few minutes, then confirm the app is installed and permissions are approved.
6

Set consent rules (especially if importing)

Clean consent keeps your list healthy and your business safe.

  1. If you import contacts, import only people with marketing permission.
  2. Verify subscribed vs unsubscribed mapping.
  3. Keep v1 simple: capture consent via forms going forward.
Quality bar: ship v1 today. Segment deeper after 7 days of data.
7

Build v1 flows: Welcome + Abandoned Cart

These two deliver fastest ROI for Shopify email automation.

  1. Create a Welcome automation (trigger: new subscriber).
  2. Create an Abandoned Cart automation (trigger: added to cart / checkout started).
  3. Keep v1: 1–2 emails each. Publish. Iterate later.
Best CTA moment: you’re building right now — open Omnisend: Open Omnisend
omnisend shopify setup flow diagram for Welcome Series and Abandoned Cart automations
Two core flows: Welcome Series + Abandoned Cart (v1 = simple, live, tested).
8

Add a signup form (so it starts compounding)

No list growth = no compounding. Give your welcome flow a steady stream.

  1. Create a simple form (minimal fields).
  2. Connect it to the Welcome flow trigger.
  3. Place it: footer + key pages.
Success check: you submit a test email and see a new subscriber in Omnisend.
9

Run an end-to-end test and publish

This is how your omnisend shopify setup becomes “done”, not “almost”.

  1. Subscribe with a test email → confirm Welcome email arrives.
  2. Trigger cart/checkout → confirm Abandoned Cart is eligible to send.
  3. Check links + unsubscribe/footer compliance.
Success check: a real inbox receives email + Omnisend shows automation activity.

Done checklist

If you can tick these, your omnisend shopify setup is complete:

  • ✅ Omnisend app installed in Shopify
  • ✅ Store connected and synced
  • ✅ Sender verified
  • ✅ Events firing (view/cart/checkout)
  • ✅ Welcome flow Live
  • ✅ Abandoned Cart flow Live
  • ✅ Test email received in a real inbox
  • ✅ Links + unsubscribe/footer look correct

Next: if you want the broader strategy (segmentation, timing, benchmarks), see Shopify Email Automation. For limits/features, see Omnisend Pricing 2026.

Ready to publish? Open Omnisend and go Live.

You’ve removed the friction. Now it’s execution. Start free, publish v1, and optimize after 7 days of data.

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