Omnisend

Connecting Omnisend means every quote request also becomes a contact you can follow up with, without anyone copying details by hand.

Note

Omnisend is the simplest of the marketing integrations: one API key, and a mapping table that is on screen from the start. If you are looking for a list dropdown like the other providers have, there isn’t one — the key alone decides where contacts go.

Note

Omnisend is listed under the PRO plan. Klaviyo, Mailchimp and Shopify are the integrations listed under FREE. See Plan comparison.

If your plan does not include it, the Third-party integration list shows a disabled Upgrade button instead of the settings icon, with a padlock beside it. Selecting the padlock explains which plan the feature needs and links to Pricing plans in the app. That is your plan, not a fault.

Step 1 — Get your API key

In your Omnisend account, generate an API key. Omnisend’s own guide walks through it: Generating an API key. The same link sits under the field in the app as the Find your API key help text.

Keep the key somewhere safe while you finish the setup.

Note

If your quote form collects a phone number, match that field too — Omnisend can follow up by SMS, which often lands better than email with trade buyers. See Customer information fields for adding the field.

Step 2 — Connect it in the app

1. Open the Integrations tab

   In your Shopify admin, open SA Request a Quote, select Advanced settings, then open the Integrations tab.

2. Select Omnisend

   Under Third-party integration, select Omnisend — described in the app as “Turn your submissions into your Omnisend customers”.

   The Omnisend page opens, with a Third-party breadcrumb to take you back to the list.

   

   Pick the service, then open its settings.

3. Turn on Enable

   Switch on Enable, the first control on the page. Nothing is sent to Omnisend until you do.

4. Paste your API key

   Paste the key from Step 1 into the API key field, the only credential on the page.

5. Match your form fields

   The mapping rows sit straight under the API key field — there is no list to pick first and no button to open them. Read each row left to right:

   • On the left — the Omnisend field, greyed out because you cannot rename it: Email, First Name, Last Name, Status, Country, State, City, Phone, Postal Code, Gender, Birthdate and Tags.
   • In the middle — how the value is supplied: has no value, is dynamic value by (take it from the quote form) or is fixed value by (send the same text on every quote).
   • On the right — the quote form field you are sending, or the fixed text you typed.

   So you pick the quote form value on the right to fill the Omnisend field named on the left, never the other way round.

   What to watch:

   • Email is the row you cannot skip, and is dynamic value by is the only option its dropdown offers. Its value list shows only email fields from your form, so if it is empty, add an email field to the quote form first.
   • Status is the one row whose dropdown does not offer has no value, so it expects a value like the others. is fixed value by is the usual choice, so every quote lead arrives in the same subscription state.
   • Phone is the row that makes SMS possible. Match it to the phone number your form collects if you plan to use it.
   • Everything else is optional. Tags works well as is fixed value by, so every quote lead arrives tagged the same way.

   

   The mapping runs left to right: your form field on the left, theirs on the right.

6. Save

   Changing anything opens the save bar at the top of the page, with Save and Discard changes. Select Save — nothing is stored until you do, and an unsaved page sends nothing. Discard changes throws away everything you have typed. A Changes saved message confirms the save.

Note

Mailchimp shows the same field-mapping table in close-up. Follow it for the mapping only — Mailchimp asks you to pick an audience first, while Omnisend has no list step at all.

Step 3 — Test it

Submit a real quote request from your storefront, then check Omnisend for the new contact. Confirm the fields you matched actually arrived — not just the email address.

Caution

Do not skip the test. A connection can look active and still deliver nothing useful if the fields are matched wrongly, and you will not notice until you try to use the data.

Is this the right tool?

Good for stores already running Omnisend automations alongside their catalogue, especially if you want to reach buyers by SMS as well as email.

If you do not already use Omnisend, do not adopt it just for this — Zapier connects quote data to almost anything, and Create a Shopify customer after submit keeps everything inside Shopify on the FREE plan.

If contacts are not arriving

• Check Enable is still on. Nothing is sent while it is off.
• Check the key is still valid. Regenerating a key in Omnisend breaks the connection until you paste the new one in. Saved keys are shown masked, so paste a fresh one if in doubt.
• Check the email row is matched. Without it there is no contact to create.
• Check Status is set. Its dropdown does not offer has no value, so it is easy to scroll past and save it empty.
• Check you actually saved. Omnisend has no Save button in the page header — the save bar only appears once you change something, so it is easy to leave the page with the key typed and nothing stored.

Still stuck? Email support@samita.io.

Next steps

• Integrations overview — the other tools you can connect
• Customer information fields — collect the phone number Omnisend needs for SMS
• Plan comparison — what the PRO plan includes