Email grows sales. Fast. If you run a Shopify store and want more signups, Omnisend forms are the easiest way to capture traffic and turn it into revenue. This guide shows you how to set up high-converting forms step by step, what to offer, where to place them, and how to plug signups into automation that prints results.
Why Omnisend Forms Work
- Built for ecommerce.
- Clean templates you can launch in minutes.
- Smart targeting for popups, flyouts, and embedded forms.
- Easy discounts and auto-apply coupon links.
- Direct path into welcome series, SMS, and abandoned cart flows.
Step 1: Install Omnisend on Shopify
- In Shopify, go to Apps.
- Search for Omnisend and install.
- Connect your store and sync products, customers, and discount codes.
- Turn on email and SMS channels if you plan to capture both.
Goal: Finish the connection so every signup flows into Omnisend lists and automations.
Step 2: Pick the Right Form Type
Use more than one form. Match the format to the visitor.
- Popup: Best for first-time visitors. Strong headline and clear offer.
- Flyout: Slides in from the side. Less intrusive. Great for returning visitors.
- Embedded form: Lives on your homepage, blog, or footer. Always visible.
- Gamified form: Optional, only if it fits your brand. Use sparingly.
- Checkout and post-purchase boxes: Capture emails when intent is high.
Pro tip: Do not stack multiple popups at once. Use targeting to avoid overlap.
Step 3: Create a High-Converting Offer
People need a reason to subscribe. Keep it simple and tied to buying.
- First order discount: 10–15%.
- Dollar-off deal: e.g., $10 off $60.
- Free shipping for first order.
- Quick win content: size guide, recipe pack, or routine builder.
Copy formula:
- Headline: “Get 10 percent off your first order”
- Subhead: “Join our list for early drops, secret sales, and product tips.”
- CTA button: “Send my discount”
Step 4: Build the Form in Omnisend
- Open Forms in Omnisend.
- Choose a template that matches your brand.
- Add fields: email first, phone optional.
- Add a consent line and link to your Privacy Policy.
- Add a success message with the discount code or prompt to check email.
- Brand the design: logo, colors, font, product image.
Keep it short: one email field, one CTA, one clear value.
Step 5: Targeting, Timing, and Triggers
Target by page:
- Home and product pages for popup.
- Blog for embedded forms.
- Cart and checkout for flyouts or banners.
Trigger rules:
- Time delay: 6–10 seconds.
- Scroll depth: 35–55%.
- Exit intent: desktop only.
- Frequency: once per session, snooze for 3–7 days if closed.
Audience rules:
- Hide forms from existing subscribers.
- Show SMS opt-in only to regions you can text.
- Use flyouts on mobile to avoid blocking screens.
Step 6: Deliver the Incentive
Choose how subscribers get the code:
- On-submit reveal.
- Email delivery.
- Auto-apply link.
Pro tip: Even if you show the code on-screen, send it by email to train subscribers to check their inbox.
Step 7: Connect to Your Welcome Series
A form without a welcome flow is wasted. Set this up next.
- Welcome 1 (instant): Deliver code, thank them, show 3 bestsellers.
- Welcome 2 (24h): Reviews, brand story, buyer guide.
- Welcome 3 (48–72h): Overcome objections, cross-sell, final reminder.
Optional: SMS with a short discount code and product link.
Step 8: Create Single-Use Codes at Scale
In Shopify, create discount codes that:
- Work once per subscriber.
- Expire in 7–14 days.
- Exclude low-margin items if needed.
Sync codes to Omnisend or use a dynamic pool.
Step 9: A/B Test Your Form
Test one variable at a time:
- Offer: 10% vs 15%.
- Trigger: 6s vs 10s.
- Format: popup vs flyout.
- Copy variations.
- Product image vs lifestyle image.
Run for at least 1–2 weeks or 1,000 views per variant.
Step 10: Measure and Scale
Track in Omnisend and Shopify:
- Views.
- Submit rate (3–8% is healthy).
- Conversion to purchase.
- Revenue from the Welcome series.
- Unsubscribe rate.
Double down on winners, cut low performers.
Recommended Setup for Most Stores
- New visitor popup: 10% off, delay 8 seconds.
- Returning visitor flyout: smaller discount or content offer.
- Footer embedded form: always visible.
- Post-purchase checkbox: invite to join VIP list.
- SMS variation: optional for US visitors.
Copy and Design Templates
Headline ideas:
- “Get 10 percent off your first order”
- “Unlock early access and a welcome gift”
- “Join 50,000 customers and save today”
Subhead ideas:
- “Weekly tips, launches, and members-only deals.”
- “We send real value, not spam.”
- “Grab your code and shop our bestsellers.”
CTA ideas:
- “Send my code”
- “Claim my discount”
- “Join and save”
Design tips:
- Use a product or lifestyle image.
- High-contrast button.
- Keep copy under three short lines.
Compliance Basics
- Add a clear consent line.
- Link to your Privacy Policy.
- Use double opt-in if required in your region.
- For SMS, include disclosures and make it optional.
Troubleshooting
- Low submit rate: Simplify form, shorten delay, clarify offer.
- Fake emails: Enable double opt-in or validation.
- No revenue from welcome: Add bestsellers, proof, stronger CTA.
- Too many unsubscribes: Balance offers with valuable content.
Quick Checklist
- Install Omnisend and connect Shopify.
- Build popup + flyout with clean offers.
- Add an embedded form.
- Set triggers and frequency rules.
- Deliver discounts both on-page and by email.
- Launch a 3-email welcome series + SMS option.
- Create single-use discount codes.
- A/B test key variables.
- Track conversions and revenue.
- Scale what works.
Final Thoughts
Omnisend forms turn your Shopify traffic into real email subscribers fast. Keep your offer simple, your copy clear, and your triggers smart. Connect every signup to a welcome flow, test and track results, and you’ll see more first orders and steady list growth week after week.
