Integrate Onvocado with Omnisend: A Step-by-Step Guide

Before diving into the steps to connect Onvocado and Omnisend, let’s first understand why integrating these two powerful platforms can revolutionize your marketing and sales efforts. Here’s how this dynamic duo can elevate your business:

Streamline Your Workflows for Peak Efficiency

Eliminate tedious manual tasks and free up time for more strategic initiatives. With the Onvocado–Omnisend integration, you can set up automated processes that:

• Optimize operations to reduce human error
• Boost productivity by simplifying repetitive tasks
• Ensure consistency in customer communications

Unlock Advanced Customer Segmentation

Leverage Omnisend’s robust segmentation features by pairing it with Onvocado’s rich customer data. This powerful combination allows you to:

• Target specific audience segments with laser-focused messaging
• Personalize campaigns based on individual user behaviors and preferences
• Drive higher engagement and conversion through tailored marketing strategies

Enhance Your Communication Strategies

Reach customers with impactful, data-driven messages by uniting Onvocado’s detailed insights with Omnisend’s dynamic marketing tools. This integration enables you to:

• Create personalized emails that resonate with diverse customer groups
• Leverage interaction data to fine-tune your messaging in real time
• Boost conversion rates through relevant, timely communications

Centralize and Simplify Data Management

Say goodbye to siloed information by synchronizing data between Onvocado and Omnisend. With a unified view of your audience, you can:

• Maintain accurate customer records across both platforms
• Reduce administrative overhead and minimize data-entry errors
• Streamline decision-making with consolidated analytics

Before you begin, ensure you have the following:

Active Accounts

• Onvocado Account: Ensure you have an active Onvocado account.
• Omnisend Account: An active Omnisend account is also required.

API Credentials

To enable the integration, you’ll need your Omnisend API Key. Follow these steps to retrieve it:

1. Log into Omnisend: Navigate to the Omnisend dashboard.
2. Access API Keys: Go to Store Settings >  API Keys.
   
   
    

3. Find or Create an API Key:

   • If you already have an API key, you can use it.
   • If not, click Create API Key to generate a new one. Ensure you select the permission options for Campaigns and Contacts.
      
      

   
   
    

4. Copy Your API Key: Once generated, copy the key to your clipboard.
   ⚠️ Important: You won’t be able to view this key again, so make sure to save it securely.

1. Log into Your Onvocado Account

Log in to your Onvocado account and go to the "Publish" settings for the Campaign you want to integrate.

2. Navigate to the Integrations Section

Once in the settings:

• Locate the Integrations Tab:
  • Once in your campaign's "Publish" page, scroll to the  the integrations menu, find and click on the "Browse More Integrations" button:
    
    
     
• Select Omnisend:
  • From the list of available integrations, select "Omnisend". This will open the Omnisend integration form where you'll input your credentials and configure settings.

3. Access the Omnisend Integration Form

On the Omnisend integration sidebar, you'll be presented with a form designed to capture all necessary information for a successful connection. 
Note: Further details on how to retrieve Omnisend API credentials can be found in this article.

a. Integration Name

• Field: Integration Name
• Description: Provide a name for this integration. This helps in identifying the integration, especially if you have multiple integrations set up.
• Action: leave default or enter a descriptive name.

b. Enter Your Omnisend API Key

• Field: API Key
• Description: The API Key is a unique identifier that allows Onvocado to communicate securely with Omnisend.

d. Select a Omnisend List

• Field: Omnisend List
• Description: Choose the specific contact list from Omnisend where you want to sync your Onvocado leads.
• Action: Select the desired list from the dropdown menu.

4. Configure Field Mapping

Mapping your internal Onvocado fields to Omnisend fields ensures that data is correctly transferred and utilized in your marketing campaigns.

a. Internal Field

• Description: These are the labels of the form elements used in your Onvocado widget.
• Action: Review the list of internal fields displayed on the left side of the mapping section.

b. External Field

• Description: These are the corresponding field names in Omnisend where the data will be sent.
• Action: For each internal field, select the appropriate Omnisend field from the dropdown on the right.

Important: Ensure that the external "email" field is mapped and marked as active since it's mandatory for Omnisend.

c. Activate All Fields (Optional)

• Feature: All Fields Active Checkbox
• Description: Toggles the activation state of all field mappings.
• Action: Use this checkbox to quickly activate or deactivate all mappings based on your preference.

5. Save and Activate the Integration

After configuring all necessary fields:

• Review Your Settings:
  • Ensure that all required fields are filled out correctly.
  • Verify that the Email field is mapped and active.
• Save Changes:
  • Click the "Done" button to save and activate the integration.
• Confirmation:
  • A success message, such as "Save successful!", will appear, indicating that the integration has been successfully set up.

6. Test the Integration

To ensure that everything is working as expected:

• Add a Test Lead:
  • Create a new lead using an Onvocado widget.
• Verify in Omnisend:
  • Log into Omnisend and check if the new lead appears in the selected list with the correct data mapped.
• Troubleshoot if Necessary:
  • If the lead doesn’t appear or data is incorrect, revisit the integration settings.
  • Double-check field mappings and API credentials for accuracy.

1. Safeguard Your API Key

Your Omnisend API Key is crucial to ensuring secure platform communication. Always:

• Keep it confidential: Never share it in public or store it in unsafe locations
• Prevent unauthorized access: Protect your key to preserve the integrity of your data

2. Update Credentials Promptly

If you regenerate your API Key in Omnisend:

• Replace it in Onvocado immediately to avoid disruptions
• Verify the integration to confirm everything is running smoothly

3. Unlock Omnisend’s Full Potential

Once the integration is up and running, take full advantage of Omnisend’s capabilities:

• Automate your marketing: Set up workflows to nurture leads and streamline engagement
• Master segmentation: Use in-depth customer data for precision targeting and personalized content
• Analyze and optimize: Track campaign performance and refine strategies using Omnisend’s analytics

Integrating Onvocado with Omnisend empowers your marketing strategy like never before. Automate data synchronization, leverage Omnisend’s cutting-edge email marketing and CRM tools, and transform customer engagement into measurable business growth. Simplify your workflows, personalize your campaigns, and drive impactful results—all in one seamless setup.

Ready to get started? Our comprehensive step-by-step guide ensures a smooth integration process, so you can begin optimizing your campaigns immediately.

Have questions or need assistance? Contact our dedicated support team for expert guidance and a hassle-free experience.