How to Set Up Email Marketing on Shopify with Klaviyo or Omnisend

Email marketing isn’t dead—it’s one of the highest ROI channels for eCommerce.
But if you’re new to Shopify and not sure how to get started, don’t worry.
In this guide, we’ll walk you through how to set up your email marketing with Klaviyo or Omnisend, two of the most popular tools used by fast-growing Shopify brands. 💌

Let’s get those abandoned carts back and those repeat customers rolling in!

🛠️ Step 1: Choose Your Email Tool – Klaviyo vs. Omnisend

Both platforms integrate seamlessly with Shopify, but they each have their strengths.

Klaviyo: Best for data-driven marketers
Omnisend: Great for beginners who want email + SMS in one

💡 Either one is a solid choice—pick the one that matches your needs and workflow.

🔗 Step 2: Connect to Your Shopify Store

In Klaviyo:

1. Create an account at klaviyo.com

2. From the dashboard, go to Integrations > Shopify

3. Click Connect to Shopify, enter your store URL, and authorize

In Omnisend:

1. Sign up at omnisend.com

2. Choose Shopify as your platform

3. Log in with your Shopify credentials and approve permissions

🔄 Once connected, your:

• Products

• Customers

• Orders

• Checkout events
  will sync automatically.

🧱 Step 3: Build Your Email Lists

You'll want at least two core lists:

1. Subscribers (newsletter signups)

2. Customers (those who’ve bought before)

Set up:

• A pop-up form or embedded form to capture emails

• A checkbox at checkout (enabled by default in Shopify)

• Landing pages for lead magnets (e.g., “10% off your first order”)

🎁 Tip: Offer an incentive like a discount or free shipping to boost signups.

🔄 Step 4: Set Up Essential Automation Flows

This is where email marketing becomes magic. ✨

Here are 4 high-impact flows to set up first:

1. Welcome Series

Trigger: New subscriber
Goal: Introduce your brand, build trust, offer first-time incentive
💌 Email 1: Welcome + discount code
💌 Email 2: Brand story or product highlight
💌 Email 3: Social proof or bestsellers

2. Abandoned Cart Flow

Trigger: Customer adds to cart but doesn’t check out
💌 Email 1: Friendly reminder + image of product
💌 Email 2: Include a small urgency nudge
💌 Email 3 (optional): Add a discount to close the deal

📈 Both Klaviyo and Omnisend offer pre-built abandoned cart templates—just tweak the timing and content.

3. Post-Purchase Flow

Trigger: Order completed
Goal: Reinforce satisfaction, reduce returns, increase upsells
💌 Email 1: Order confirmation + what to expect
💌 Email 2: Product care tips or how-to guide
💌 Email 3: Ask for a review or refer-a-friend

4. Winback Flow

Trigger: No purchase in 60–90 days
💌 Email 1: “We miss you!”
💌 Email 2: Recommend new arrivals or bestsellers
💌 Email 3: Offer a time-limited promo

🔁 These flows run automatically and make money while you sleep.

🎨 Step 5: Customize Your Email Templates

Use your brand’s:

• Colors

• Fonts

• Logo

• Product images

Most templates are drag-and-drop. Focus on:

• One clear CTA per email

• Mobile responsiveness

• Short paragraphs + strong visuals

🧠 Tip: Avoid image-only emails—mix images and HTML text for better deliverability.

📊 Step 6: Segment for Better Results

Start with these basic segments:

• New vs. returning customers

• High spenders (VIPs)

• Browsed but never purchased

• Email engaged vs. cold leads

📈 Klaviyo is especially powerful for behavioral segmentation—like targeting people who viewed a specific product but didn’t buy.

🔍 Step 7: Test & Optimize

What to test:

• Subject lines (emoji or no emoji?)

• Send times (weekday vs. weekend)

• CTA button text (e.g., “Shop Now” vs. “Claim Your Offer”)

• Product recommendations vs. collection highlights

📈 Track:

• Open rate

• Click-through rate (CTR)

• Conversion rate

• Unsubscribe rate

Most tools offer A/B testing features—use them early and often!

🧠 Bonus: Combine With AdsPolar Insights

Want to build email flows that echo your top-performing ads?
Use AdsPolar to:

• Identify your highest-ROI creatives

• Understand product trends

• Mirror language from winning ad campaigns into your email copy

🪄 Consistency across ads and email = stronger brand recall and better conversion.

Final Thoughts

Email marketing isn’t just about sending newsletters—it’s about building relationships.
With Klaviyo or Omnisend, even small Shopify stores can unlock enterprise-level automation. 🔓

Start with 3–4 flows, use clean branding, and don’t forget to test.

And remember: your email list is your only audience you truly own. So treat it well—and let automation do the heavy lifting.