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Once the app is installed, you would be redirected to the account creation window, where you can see the first step out of 3. Fill this in and click on get started; next, you need to input information about the business; most of this would be filled automatically. At the third step, you would need to choose the industry as Omnisend tailors user experience according to your industry.
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Once this is complete, the start guide opens, and you would be directed to the welcome page. You'll find more information about the automation, campaigns, segments, sign up forms, and reporting on this page. Once you reach the dashboard, you will see a list of recommended steps.
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The dashboard is very simple and really easy to navigate. There are no unnecessary items.
To create a new campaign, click on create new campaign here, and a new window would open up. On this page, you can choose which campaign type do you want to send
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Email campaign
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Email A/B test
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SMS or
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Push notification campaign
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You will have more options in case you are using some of the apps Omnisend integrates with. Choose a simple email campaign; the first step in the campaign creation is settings. Fill in:
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The subject line - you can include a campaign booster where the app will send the additional email 48 hours after the initial campaign to those who have not seen the initial campaign but are most likely to click and convert.
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The sender's name and email you will need to the store settings to actually add the email; it will take just a few seconds
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Placeholder - The Preheader is a short text that follows the subject line of your emails.
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Campaign name for internal use and
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Language - you can choose between 20 languages; in case your language is not available, you can translate it by clicking on this button here
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In case you want to Auto-Post email campaign to your Facebook page - just click on connect Facebook here
Omnisend track opens, clicks and other metrics for this campaign and will add UTM tags for Google Analytics tracking.
Click on the next step, and it should take you to the template page. There are two types of templates: standard and themed.
On the content page, you should find the well-known drag and drop builder! There are 18 standard blocks; drag and drop them, click on it to edit. Easy as that. In case you don't like the colors of the email, check out the design tab here. You can choose between designed themes, or you can create your custom design in order to make it fit your overall brand. From this page, you can send the test email, after which you can move on to the recipients.
Here you can choose if you want to send the campaign to all your subscribers or choose from your segments. The last step is to review and send an email; on this page, you can send the email now or schedule it later, which can be very handy during the busy sales day. Moving on to automation, you should be able to see it if you have a payment set up; if you can't see anything, be sure to contact their customer support.
On the automation tab, you should be able to create flows from any of the 9 premade workflows or customize your own workflow.
Omnisend also allows you to create your own custom forms. You will get one premade - newsletter signup form, which you can customize a little bit. From the drop-down, choose edit, and the first step is to choose the theme. In the next step, you will be able to customize the form even further; you can check the preview for both mobile and desktop versions. Publish and reload your page to see the changes you have made.