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Authorization Process With OmniSend

Note: OmniSend is only available on the pro version.

To integrate with OmniSend follow, the below steps.

Process of Authorization and Integration​

  1. Search & Select OmniSend from the actions pages

  2. Integration Name: Set the proper integration name. Default it's taken 'OmniSend'.

  3. After that, you have to copy the client id and client secret from your OmniSend account & paste the client id and client secret on the field.
    To get OmniSend client id and client secret

  • Click on OmniSend API account
  • Create a NEW API Key or copy the api token from the previously created API key
  • Then paste into API Token field of your authorization form. And Click on “Authorize” button
  1. Click on Next to set up the other integration settings ahead.

Channels​

Email​

  1. After completing the authorization process, Select the Channels and Status of your choices from the drop-down options. You can select multiple channels from the drop-down options.

  2. You will find the Map Field option. You have to map all the necessary fields with the related OmniSend field. By default, Email field of OmniSend will be available. You can also send custom values by mapping your required field. then, click on the Next button to move forward for further settings.

  3. Now save the integration by clicking the Finish & Save Button

SMS​

  1. After completing the authorization process, Select the Channels and Status of your choices from the drop-down options. You can select multiple channels from the drop-down options.

  2. You will find the Map Field option. You have to map all the necessary fields with the related OmniSend field. By default, Phone number field of OmniSend will be available. You can also send custom values by mapping your required field. then, click on the Next button to move forward for further settings.

  3. Now save the integration by clicking the Finish & Save Button

  1. We have an option in every integration Timeline where you can check integration success or error status.

  2. Also, you can Edit Clone Delete the integration.

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