How to set up email and SMS marketing automation on Shopify

Hey guys, Instagram, I want to show you how you can do email marketing for your website

All right. So email marketing is a process of having some kind of system on your website

So you're able to collect email addresses, store them, so you can send emails to

you can send emails to those contacts, and, you know, resell more products

remind them more about your offers and all of that. So, yeah, so that's that

the first thing I want to do is to introduce you to the Omniscent website

And this is it. And it says all in one ecommerce marketing, one easy to use platform that helps you drive sales

in powerful, powerful ecommerce, telemark email and SMS marketing. So basically with Omniscent, you'll be able to, you'll be able to send emails to your customers

You'll be able to send ecomastelod emails. I'm not just only email SMS, that's messages

You can be able to send to message SMS marketing and email marketing

So SMS marketing, right? Send them new SMSes about your product as well as email

So it's a very powerful e-commerce marketing platform and there's a lot of purpose

build for nimble e-commerce businesses. So there's a lot, create on brand shopable emails in no time

And there's just so many things you can do, you can drive sales while you're sleeping

and do all of this stuff with Omniscent e-commerce marketing, email marketing and SMS marketing, right

So to do this, the first thing we need to do is to have this email marketing automation

on our side. We first need to sign up for an Omniscent plan

So let's just look through their pricing, and you see that they have a free

pricing layer. So we're just going to be using the free one. So I'll show you how all of these things work

So on the free pricing plan, we can, it allows us to send 500 emails a month to reach up to 250 contact

And so we are going to be making use of that. So just, um, sign up

So I'll leave a link to Omnisan so you can sign up for an Omniscient account

So over here we'll sign up with our email address and then we'll just enter

email address and our password. So once we enter our email address and our

password, we'll be asked, do you have an e-commerce business? So we just either

click here so no. And then I'm not a robot. And I agree to via

you agree to their Thames and policies and then you click on sign up

So once you do that, an email would be sent to you

so that you'd be able to activate your Omniscient account and I'll quickly do that

And then you'd be on this page. So on this page, you'd be asked to fill in your name

your last name, the name of your business, your website. And if you're currently using any automation software

of course, a lot of automation emailing software. So it will give you a list

So if you're not using any of this automation software, you could just come here and click on none

Then which platform are you using for your online store? So depending on your platform

if you're using Shopify or Work Commerce, you could just come here and select which platform you are using for your e-commerce store

So on the next page it going to ask you to select your country your city your address your zip called your time zone So once you selected all of that you just click on next

So over here, we can see that our Omniscent account has been successfully created

And it says, welcome to Amnizan Powerful All in One Marketing Solution

and we can connect our store to our Omniscent account. Go to a Shopify dashboard and then you click on apps

Then when you click on apps, just search for Omnisen. All right

So I already showed you how you can register an account with Omnisen

So over here, just click on Omnisand. and when you click on Omnis Send

and click on Add Apps. So over here, you just click on Install app

Since we already registered an Omniscent account, we just immediately got redirected to our Omniscent dashboard

All right. So here, over here, there's a lot of things we can do with Omniscient

and let me just quickly go over them. On your dashboard, there is goals

And here you can set up the branding, how you want your emails to be sent out

the color scheme you want your emails to have. Then over here on that overview

you can see how your own-send email campaigns and SMS campaigns performing and how much it's earning you

how much orders is earning you. And over here at LiveView, you're able to see what's happening with your Omniscient contact in real time

So basically, what this is, going to be doing for you is on a send you just need to have a way to first of all collect

contacts there's email address and SMS and then um you'll be able to set up this automation for example

if someone goes to your store at a product your cart but didn't end up purchasing it you can set up

automation so that um send them emails so if they end up purchasing it through those email and

SMS marketing effort you would see um the profitability of that um SMS automation

or email automation right here. So let me just go over to campaign and show you a bit how this works

So over here on campaigns, you're able to create campaign, email campaigns

and then when you create the email campaigns, you can send it like book email to your customers

and to people who have visited your store, your contacts, right? And your email, you could do a lot

you could put your logo on the email, the kind of colors you were on the phone, social links

So emails can be beautifully, designed. All right. So down here, you're not just only able to send out bulk emails. You're also able to send that box SMS. So over here, you're able to send out SMS to your contacts, bulk SMS to your contacts. All right. So on the automation, if you click on automation, would see that we'll be able to send emails, not just emails, both emails that is automated, that has a

specific workflow. And, okay, for example, for the abandoned cart email, like you can see in the example here

you can send that email such that when someone purchase and they abandon the cat

like one hour later they get an email reminding them to complete their purchase

And a day later they get that SMS, reminding them to complete their purchase and maybe

with a discount coupon. And then maybe on the third day, they get to purchase

All right. So you can do this with email. You can also do this with SMS

So let me just click on explore workflows so you see what it's like

So for example under here we can see there is the welcome workflow where you just greet customers new subscribers send them an email welcoming them to your store and all of that There the abandoned card that is the other confirmation workflow

There's a lot of the welcome workflow. There's even the birthday workflow

And I think it will be somewhere here where you get to send your customers happy birthday message on their birthday

just automatically the messages go and tells them happy birthday. You might have seen those sort of

messages with companies, we're able to create something like that. All right

So there's a sign up workflow. There's a lot of automation that you can do with

or not necessarily that your customers would keep getting these emails automatically

So it just means that you create the email only once and then automatically

get sent out, all right? Just as you've planned it. All right

So over here at 4. you're able to receive contacts. Of course, if you're going to be able to send box SMS and SMS automation and

bulk emails and email automation, you need to even have emails of your customers

You need to have their contacts. And that's why over here on forms, you're able to get contact and you're able to create a form

which you can use to get the contact and the contact of your business stores

Let me just show you how this works. So if you click on view all form types would be earned this page

And on this page, you'll see the different kind of form. We could put this form on our site that says get 10% off

So that way your customers might put their email address. And then you said automatically store their email address

And you can use that contact anytime you want to send box SMS

bulk emails and other email and SMS marketing automation you want to do

So there are different ways you can get their contact. You can also have this form on your side that says don't miss out

and all of these. All these are like templates you can make use of on your site

Now, if you notice something, it says pop up, pop up, pop up, it means these are for pop-up forms, right

So you could see get free shipping. And for them to get free shipping, they would have to have their email address and contact and phone number

And this is how you get their phone numbers and contact in the first place

So on that form type, you can create pop-up forms, which are forms that just pops up

on the site. I'm going to show you how this works, right? You can create embedded form

which is a form that you define the exact page. It would appear on the site. I could even create

a landing page, which is a whole page that is dedicated to, you know, collecting your

your business contacts. All right. So having said that, let's quickly just go back

And let's go to forms. Okay, let's go to all. Okay, let's go to all

audience and let me show you. So every audience you get would get saved. So every contact you receive

on your email will be saved here. And on contact, you can view your customer's contact. You can

view your customers emails. So the number of contact, the number of signups you have on your

website, you'll be able to see on that audience. And under reports, you'll be able to see the number

of campaigns you have ongoing and the workflows you have and the forms you have and how

they are performing. All right, let's just create a form quickly so that you see how this works

So if we go over to form and then we just scroll down and we go to view form types

Let's just pick one form type and test this out. So let's make use of this template

And when we click on this template, we'll see that we are able to edit the form

able to edit the form, right? And we can include emails. We can drag

and drop emails into the form. If you want to collect phone numbers

we can as well drag and drop phone numbers. We can delete that

We don't want that. We can change different things like the button texts and everything if we want to change it you can set the type of audience pull tags to be able to better or just can better tell what audience

to send those of the email automation soon. So on that display here, we can set it so that it displays

when it displays. So you might want it to display as soon as someone visits your page

they get your seat or when they spend some time after spending maybe like one minute on your page before they see the pop-up or scroll depth

You could choose, you could set in such a way that when your viewer scroll down, like if you actually make, looking at your page and you scroll down, that's when they see the pop-up or when they are done with your page and when they're about to exit, they see the pop-up

So you can set the display options and even the visibility. You can decide to show this

pop-up on desktop or mobile or on both of them. You can also decide the frequency

You might not want if you just keep seeing the pop-up all the time. So you can see, oh, they get to see it once

Then the next time they'll ever see the pop-up could be like a week later. And then over here, under-targeting, you can decide if you want the pop-ups will

appear on a specific page on your website or on all pages

So there's a lot that you can do. you can collect more information

using this element like image and all of that. You can design this form

just the way you would want it and change the color scheme for the color you want to put

if you want a different color and all of that. So once you're comfortable with how the form looks

you just click enable. So once this form is enabled, it means that it's visible on your side

So let's just go to the front end of the website. and see what this form looks like

So if I go to the front end and I just refresh the website's page

you'd notice that after some time, the form just pops up. All right, you can see the form now

It just pops up once the website is visited. Okay, so that said

other than the form, which you can use to collect emails and as well as phone numbers

that you save to your Misen dashboard, for automation and all of that

You also get a phone number. So basically, Omisen gives you a phone number

And with that phone number, you can share the phone number with your customers in the

US and in Canada. And what happens is the customers can text the phone number and join your SMS

email marketing list. Let me just show you how this work. So if you just click on, get my number

but let us load for a beef and receive the phone number. All right

So Omnisseye provides you with this phone number. And what happens is when you share this phone number with your audience and they click on join

for example, you could tell your audience that they have this phone number

If they click on join, they would always get SMS notification of discounts

So if they want to always know when you have a new promo, don't be the first to know when you have a new promo or discount on your store

they should just subscribe to your SMS, right? So if the click on joint, what it means is that you'll be able to send that automatic SMS to them

by just, you know, creating an automation SMS campaign. So over here on the automation is where you can either create an email SMS, an email automation campaign

or you see an SMS work to do as well. So I think that is just about it for email marketing

This is an overview, but I do hope that this tutorial, you find it helpful, and then you're able to create your email marketing and SMS marketing on your Shopify website

All right. Take care for now and bye-bye