Connect Omnisend so that the emails shoppers give in the chat join your Omnisend audience. This article is for store owners who use Omnisend for email marketing.
Plans: Pro and higher, and the free trial · Where: Convi admin › Integrations › Email & SMS marketing, and your Omnisend account · Who: the store owner, and team members whose role allows it · Time: about 5 minutes
What does the Omnisend connection do?
The Omnisend connection adds the emails shoppers give in the chat to your Omnisend audience, with the tag "Convi".
Convi adds emails in two ways:
Past chats: when you connect, Convi also adds every email it has from past conversations, about two a second. This includes the account emails of signed-in shoppers, and the addresses of people who wrote to your store through the Email channel.
New chats: from then on, Convi adds each new email when a shopper gives it. For example, for Lead capture, to track an order, or to reach your team.
Omnisend receives the email address and the tag, with no name and no conversation. A new address joins as subscribed. An address already in Omnisend also becomes subscribed, unless that contact unsubscribed. A contact's other tags stay as they are.
Which plans include Omnisend?
Omnisend sync is on the Pro plan and higher, and in the free trial. On a lower plan, the Omnisend tile shows Upgrade plan, and Connect shows the plans that include it. If your plan changes to one without Omnisend, Convi stops adding emails, even if the tile still shows Connected.
The Omnisend tile on a plan that doesn't include it.
Create an API key in Omnisend
Convi connects to Omnisend with an API key that has the Contacts permission. To create one:
In Omnisend, go to Store settings, then Integrations & API. Some pages, and the Convi window, call this API keys.
Select Create API key.
Enter a name, for example "Convi".
Under the permissions, choose Contacts.
Select Create API key.
Select Copy API key. Omnisend shows the key only once.
Connect Omnisend in Convi
You connect Omnisend from its tile on the Integrations page. To connect it:
In the Convi admin, go to Integrations.
Under Email & SMS marketing, find Omnisend and select Connect. The Configure Omnisend window opens.
In API key, paste your key.
Select Test connection. You'll see "Connection successful!" You can't save until the test passes.
Select Save. You'll see "Omnisend integration saved successfully."
The Configure Omnisend window after a successful test.
The Omnisend tile now shows Connected, and Convi starts adding the emails from past chats.
Check that emails reach Omnisend
Emails show up in your Omnisend audience. To check:
Open your store in a private browser window.
Open the chat.
Give an email address, for example to ask for your team.
In Omnisend, open your contacts and look for the email.
A chat on your live store counts like any shopper's conversation.
What does Reconnect needed mean?
Reconnect needed means Omnisend refused your saved key, so Convi has paused adding emails. This happens when the key was deleted, or when it doesn't have the Contacts permission. To reconnect:
Create a new key in Omnisend, with the Contacts permission.
On the Omnisend tile, select Reconnect. The Reconnect Omnisend window opens.
In API key, paste the key.
Select Test connection.
Select Reconnect. You'll see "Omnisend integration saved successfully."
Each time you save or reconnect, Convi goes through past chats again. This also adds the emails from the paused time. It also adds back anyone you deleted in Omnisend, as subscribed.
What if the test fails?
The test shows a message about your key. The table below lists each message.
What you see | What it means | What to do |
"This Omnisend key is invalid. Check it and try again." | Omnisend doesn't recognize the key, or it didn't answer | Copy the whole key again, or create a new one. If that doesn't help, wait a minute, and test again |
"This key is valid but missing the Contacts permission. Recreate the key with the Contacts permission and try again." | The key doesn't have the Contacts permission | Create a new key with Contacts |
"Your plan doesn't include the Omnisend integration, so this key can't be verified. Upgrade your plan to connect Omnisend." | Your plan doesn't include Omnisend | Upgrade to Pro or higher |
Disconnect Omnisend
You disconnect Omnisend from its tile on the Integrations page. To disconnect it:
Select Disconnect on the tile.
Select Disconnect again to confirm. You'll see "Omnisend integration disconnected successfully."
New emails stop going to Omnisend. Contacts already in your audience stay there.
What the Omnisend connection doesn't do
The connection only adds email addresses and a tag. It has these limits:
It doesn't send any email. You create your own campaigns and automations in Omnisend.
It doesn't remove anyone from Omnisend when you disconnect.
If a signed-in shopper gives a different address in the chat, Convi keeps the one on their account and doesn't add the new one.
It doesn't capture email addresses entered in Shopify POS conversations.
Related
Collect shoppers' emails with Lead capture — ask shoppers for their email in the chat.
Convi's plans and prices — what each plan costs and includes.
Contact the Convi team — if emails still don't arrive.