Complete Omnisend Setup Guide 2026 | Shopify Sales Funnels

Ferdy Korpershoek
Ferdy KorpershoekApr 28, 2026

Why It Matters

Automating targeted email and SMS campaigns with Omnisend lets Shopify merchants convert more visitors into buyers while minimizing manual marketing effort, directly impacting revenue growth.

Key Takeaways

  • Connect Omnisend to Shopify via simple install and verification.
  • Build custom opt‑in forms offering 10% discount to capture emails.
  • Set up automated welcome workflow delivering timed discount emails.
  • Use exit conditions to stop emails once a purchase occurs.
  • Leverage split‑testing and SMS/push notifications for higher conversions.

Summary

The video walks viewers through a complete Omnisend integration for Shopify stores, showing how to automate email capture, discount delivery, and post‑purchase follow‑up without manual effort.

Key steps include signing up for Omnisend, linking the Shopify account, uploading brand assets, creating a 10%‑off opt‑in form, and configuring display triggers such as time‑on‑page or exit intent. The tutorial then builds a welcome automation that sends a personalized discount email immediately, followed by two delayed messages, and stops the flow once the customer completes a purchase.

A live demo illustrates a visitor entering "Walter White" and receiving the discount code, applying it at checkout, and the seller seeing revenue rise from €60 to €89. The presenter emphasizes reusing the same coupon across emails to avoid code proliferation and highlights exit conditions that remove buyers from the workflow while keeping them on the master list.

The guide underscores that Shopify merchants can boost conversion rates, reduce cart abandonment, and scale personalized outreach using Omnisend’s segmentation, A/B testing, SMS, and push notifications, turning passive traffic into repeat customers.

Original Description

Want to turn your Shopify visitors into paying customers automatically? In this step-by-step tutorial, I’ll show you how to set up powerful email marketing with Omnisend and Shopify.
👉 Get started with Omnisend: https://ferdy.com/omnisend
You’ll learn how to:
• Build your email list with high-converting opt-in forms
• Give visitors a 10% discount automatically
• Send the right emails at the right time
• Create automated workflows that sell for you
• Use segmentation to increase conversions
Imagine this: Someone visits your store, signs up, gets a discount, receives automated emails… and buys. All on autopilot.
This is one of the most powerful ways to increase your eCommerce revenue.
Timestamps:
00:00 🚀 Intro - What You’ll Learn
00:35 ✉️ Getting Started With Omnisend
02:00 🔗 Connect Omnisend to Shopify
04:09 🧲 Create a High-Converting Opt-In Form
08:52 ⏰ Send the Right Email at the Right Time
13:55 📝 The Sign-Up Flow Explained
19:00 🎯 Create Smart Segments
21:51 📤 Launch Your First Email Campaign
24:15 🙌 Wrap-Up & Final Tips
#shopify #emailmarketing #omnisend

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