The Settings page contains the following sections:

  • Plan & Billing
  • Global email template settings
  • Global email template styling
  • Advanced global email template settings
  • Products block
  • Social media links
  • Product Information Email
  • Automated Followup Email
  • Omnified Weekly Report
  • Klaviyo Integration

Once you make a change in the settings page, please make sure you save your changes by clicking "Save" at the bottom left of the page.

Please note that you will need to save your settings to see them reflected in the email preview.

We will now go through and explain each section.

Plan & Billing

At the top of the settings page it displays your current plan and also includes a link to the Plan and Billing page where you can upgrade your plan if necessary.

Global Email Template Settings

Set the basic settings to be applied as defaults across all email templates.

Email from name: This is the name of the person/company who the email is from. You will probably want to set this as your company name, but optionally you can set this as the name of the member of staff who sent the email, for a more personal touch.

Email reply-to address:  If the customer receives an email and then clicks "Reply" in their email client, then this is the email address which the reply will be sent to. This should usually be set as your customer support address.

Email BCC address: If you would like a BCC (Blind Carbon Copy) of all emails to be sent to an address then enter the address here. This can be useful to keep a close eye on emails sent once you first get up and running. However we advise to keep this blank later on, since it can give false positives for open and click statistics.

Enable email campaign tracking: Enable this to add UTM parameters to all links in emails. This can be useful for tracking results in Google Analytics. You can find out more about UTM parameters here.

Global Email Template Styling

Here you can set the basic styling to be applied as default across the two standard email templates.

Please ensure that you use Hex color values, including the "#" at the start. e.g. "#000000" for black. You can find out more about Hex colors here.

Advanced Global Email Template Settings

Email From Address: The from address to use when sending emails. Changing this without verifying sender domain may result in emails going to spam folder. Please contact Omnified support if you would like to change this. Please note that this may only be changed on the Growth Plan and above.

Include logo in email header: When enabled, your company logo will be included in the header of emails. You can upload your company logo on the Getting Started Page of the Admin Panel.

Use custom css: When checked, the custom css code specified in the "Custom css code" field will be applied to emails. Please note that choosing "Use custom css" will override any styling applied in the "Global Email Template Styling" section and also override the default styling. It will basically allow you to style the emails from scratch. 

Custom Header Block: Add HTML code here if you could like to apply a custom header to emails.

Use custom header: Check this to override the standard email header and apply the above HTML instead.

Custom Footer Block: Add HTML code here if you could like to apply a custom footer to emails.

Use custom footer: Check this to override the standard email footer and apply the above HTML instead.

Products Block

Here you can tweak the settings for how the products block is displayed in all emails. The product block is where the products relating to that email are displayed.

Social Media Links

Add links to your social media pages. Check "Include social media links in email footers" if you would like these links to be included at the top of the footer in your emails. Please note that they will be included only in the standard emails and will not be displayed in custom email templates.

Product Information Email

Settings for the standard template used when sending product information to customers in store.

Usually you will want to have this enabled, in which case when a member of staff clicks the "Send product information" button form within the Omnified POS app, the Omnified Platform Engine will send an email to the customer. If this is disabled then the Omnified Platform Engine will not send the email to the customer, however the engine may still send data via one of your 3rd party integrations e.g. Klaviyo.

Template: The template to be used for the email. This should usually be set to "Omnified Default", however if you have created a custom email template of type "Product Info Request" then you may select this here. We advise always trying to use the Omnified Default template if necessary since it has in-built logic to make it extremely robust.

Include staff member's name: If this is checked then the a line will be added after the product block: "Today you were assisted by {{user_first_name}}". If you are using the Omnified Default template and this is checked then this line will only be added if the user has a first name, otherwise it will be omitted.

Include additional advertising block: If this is checked then the html included in the additional advertising block field will be inserted into the email after the products block. For example if you're an opticians then you could add a link to your lens options and a button to book an eye test.

The "View Preview" button: Click this button to view a preview of the product information request email in your browser. The email preview is generated from the last set of product information sent to a customer, so you will need to have sent product information to at least one (test) customer before the preview will render. 

Please note that you will need to save your settings first, for your changes to be reflected in the preview.

Automated Followup Email

Enable the Automated Followup Email to send an automated, gentle reminder to the customer at a set time period after the initial product information request.

Template: The template to be used for the email. This should usually be set to "Omnified Default", however if you have created a custom email template of type "Product Info Followup" then you may select this here. We advise always trying to use the Omnified Default template if necessary since it has in-built logic to make it extremely robust.

Followup email subject: Set the subject of the followup email

Followup email time delay: The number of days from the initial product information request to when the followup emails is sent. A good idea is to use the value of the "Average Time to Purchase" from the dashboard.

Omnified Weekly Report

Each week we will send you a short email containing key metrics for your store for that week e.g. how many sales were generated through the app. Here you can choose which day of the week to receive the weekly report.

Klaviyo Integration

Here you can enable or disable the Klaviyo integration. To enable the data to be successfully sent to Klaviyo, you will need to enter your Klaviyo Public API key. Instructions as to how to find your Klaviyo Public API key can be found here.

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