Omnisend is an easy-to-use marketing platform tailored for eCommerce merchants

Our direct integration with Omnisend allows you to utilize all of the data collected by Customer Fields for email and/or SMS marketing campaigns!

This integration is designed to be a one-way sync, meaning customer data from Customer Fields is automatically pushed into Omnisend. The data push happens whenever a customer record is created or updated in Customer Fields.

In this article, we've outlined the two basic steps required to set up the integration:

  • Connecting Customer Fields to your Omnisend account

  • Mapping data columns from Customer Fields to their respective contact properties in Omnisend

Setup process

Prerequisites

Before we begin, you'll need to make sure to log in to the correct Omnisend account that you wish to use with Customer Fields. It's important to log in to your Omnisend account before enabling the integration since Omnisend's authentication flow can get stuck if you aren't logged in beforehand.

Pro-tip: Gender & Birthday

Omnisend has standard contact properties for gender and birthdate, so we recommend creating data columns for gender and birthdate (or birthday) if you haven't already done so. Ensure that the data column for birthdate is using the date type. Please note that this is not a requirement -- this is just a suggestion so you can get the most value out of both apps and the integration.


Step 1: Connect Customer Fields to your Omnisend account

Once you have confirmed that your desired data columns exist in Customer Fields, navigate to the 'Integrations' page in the app admin:

Find the section for the Omnisend integration and click on the 'Connect' button:

On the Omnisend integration page, click 'Connect to Omnisend':

Upon clicking this button, you will see a new browser window pop up in the app with a prompt asking you to authorize Customer Fields to connect with your Omnisend account (make sure you are already logged in to your Omnisend account in your browser before attempting to connect).

Once you've connected to your Omnisend account, the app will show a success message. You can now proceed to the next step by adjusting the mapping settings.

Step 2: Data column mapping

Click on the 'Manage Properties' button to map your desired Customer Fields data columns to Omnisend's contact properties.

While in Manage Properties, you will see three (3) main sections:

General properties are the most common pieces of standard customer data, which include things like First Name, Last Name, Email, and Phone. These data columns and contact properties are automatically mapped for you to ensure that Omnisend gets the correct data from Customer Fields.

Additional properties are other less common pieces of customer data, which include things like a customer's address, birthdate, and gender. Most of these data columns and contact properties are automatically mapped for you, but you can control which columns are used for birthdate and gender.

Simply click the '+ Add' button to search and select the data column you wish to use for each contact property.

Important notes:

  • You must use a data column with the data type set as date when mapping to the birthdate contact property.

  • Omnisend will only accept certain values (male or female) for the gender contact property. Acceptable values include Male, male, m, Female, female, and f.

    • This restriction does not exist in Customer Fields, so there may be cases where a contact's gender is not shown in Omnisend since Customer Fields is attempting to send over a value that Omnisend does not support.

Custom properties are used for all other pieces of customer data, which can include things like favorite color, allergies, hobbies, etc.

Simply click the '+ Add' button to search and select the data column you wish to use. The integration will automatically create custom contact properties in Omnisend for any mapped data columns using the data column labels and keys.

Note: Data column types for file, group, and group_list are not currently supported by this integration.

Once you have finished mapping, make sure to click 'Save' in the top right-hand corner of the page.

Step 3: Confirm integration status

The integration should be enabled by default after you connect to your Omnisend account, but you can control the integration status at any time.

Simply click on the button for 'Enable' or 'Disable' to change the status. After changing the status, you'll see a confirmation message, and the app will also show a badge indicating the current status of the integration.

Step 4: Sit back and relax!

After enabling the integration and confirming the mapping settings, you should be all set! Customer Fields will automatically push the mapped data over to Omnisend whenever a customer record is created or updated.

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