Introduction

Omnisend is a powerful email marketing platform that integrates seamlessly with Citrus-Lime Ecommerce and Cloud POS. As part of onboarding, we handle most of the initial account setup for you, ensuring your marketing tools are ready to go from day one. This guide explains:

• What we set up for you during onboarding
• What you’ll need to do once we hand over the account

Highlights of the Integration

Our robust, supported integration with Omnisend unlocks powerful marketing capabilities from day one:

• Automatic sync of all customers from Cloud POS and Ecommerce
• Basket uploads for abandoned cart workflows so you can recover lost sales
• Order uploads with product data for precise, targeted automations (e.g. send special offers to road bike buyers)
• Customer Rewards points fully synced — monthly in bulk and incrementally with every purchase
• Reliable automation thanks to a robust integration built and supported by Citrus-Lime
• Smarter targeting using Find & Filter nodes powered by your Ecommerce data — filter customers by activity, product facets, or other behavioural data for highly focused campaigns
• Powerful forms and pop-up integration
• Realtime conversion tracking

This rich data flow gives you the tools to create personalised, high-performing marketing journeys without the manual effort.

What a quick platform walkthrough!

Omnisend Email Marketing Demo for Ecommerce: Full Platform Walkthrough

What Citrus-Lime Sets Up For You

During onboarding, our team prepares your account so it’s ready for marketing campaigns. This includes:

1. Creating Your Omnisend Account
   We will create the account for the integration. This is to ensure the integration works as intended.
2. Migrating Your Existing Contacts
   If you have been using the Mailchimp integration, we will export your contacts and migrate them into Omnisend.
   If you use another service, we can import your contacts from any spreadsheet-based export you can provide.
3. Uploading Website Products and Cloud POS Data
   We will upload all your Ecommerce website products and all customer contacts from Cloud POS and Ecommerce into Omnisend.
4. Setting Up Abandoned Cart Automation
   We will configure a standard abandoned cart automation workflow so you can start using it right away. You can customise the email template or have us import them from Mailchimp.

Handing Over the Account

Once the initial setup is complete, we will transfer ownership of your account to you. This involves:

• Sending an ownership transfer email to your nominated email address.
• You must accept this invitation and create your user login.

After you have accepted ownership, you will be able to log into the account and manage it.

What You Need To Do After Ownership Transfer

After you take ownership of the account, a few additional steps are needed to complete your setup:

1. Add and Verify Your Sending Email Address

We would have already added and verified your domain to  your account at setup if Citrus-Lime has access to your DNS. If not, we will share the DNS records needed to verify your domain on Omnisend.

You need to set up the email address you will use to send marketing campaigns. This ensures that your messages are delivered reliably and appear professional.

• In Omnisend, go to Store settings → Email addresses.

• Click Add Sender Email and enter the email address you will use for campaigns (e.g. marketing@yourstore.com).
• Omnisend will send a verification email to this address.
• Open the email and click the verification link to confirm.

2. Create Additional Automations (If Needed)

We will have created a default abandoned cart automation for you. Depending on your marketing strategy, you might want to create other automation workflows.

You can create these by navigating to Automations in and using one of the built-in templates.

Tips!

Adding Personalization Variables to emails in Omnisend

IIt is possible to personalize emails in Omnisend by using dynamic fields that automatically pull in customer-specific details. These fields update dynamically based on each contact’s data, such as the customer’s name, email address, rewards balance, and rewards last seen date.

Read more about this here:

Omnisend's Personalization in Channels

Summary

By the time we hand your account over, it will already be linked to your and Ecommerce site, with your contacts and products uploaded and key automations ready to go. All you need to do is:

• Accept the ownership transfer email and create your user login and select a paid plan.
• Add and verify your sending email address
• Set up any additional automation workflows you want to use

After these steps, you’ll be fully ready to launch your marketing campaigns through .

FAQ