Omnisend integration
Connect Omnisend to receive every DollarBack credit event and keep contact properties (balance, currency, referral code) in sync, then use them in Omnisend automations across both email and SMS.
Prerequisites
An Omnisend account with admin access.
At least one active earning program, so there are events to sync (Set up purchase cashback).
Connect Omnisend
Go to DollarBack admin → Integrations and find the Omnisend card.
Click Set up and approve the connection in the Omnisend window that opens.
The card shows Connected, and events start syncing immediately.
Synced events
Each event lands in Omnisend as a custom event on the contact. Use these exact names when choosing an automation trigger:
Store Credit Credited
Credit is issued (order trigger, birthday, signup, bulk import with the integrations toggle on, etc.)
amount, currency, formattedAmount, reason, offerTitle, orderId, orderName, expiresAt, expiryDays
Store Credit Debited
Credit is removed (refund clawback, manual debit, or a redemption cost)
amount, currency, formattedAmount, reason, orderId, orderName, offerTitle
Store Credit Redeemed
A customer spends credit
amount, currency, formattedAmount, reason, orderId, orderName, offerTitle
Store Credit Expiry Threshold
Credit crosses a reminder threshold from your Expiry Notification Schedule
amount, formattedAmount, expiresAt, remainingDays, transactionId
Store Credit Expired
Credit expires
amount, formattedAmount, expiresAt, remainingDays, transactionId
Referral Code Generated
A referral code is created for a customer
referralCode, reason
Referral Reward Credited
A referrer earns a reward
amount, currency, formattedAmount, expiresAt, orderId, orderName, refereeFirstName, refereeLastName
Discount Code Credited
A reward discount code is issued, earned or claimed in the marketplace
discountCode, rewardSummary, offerTitle, reason, orderId, orderName, amount
Contact properties
With each event, DollarBack updates these custom properties on the Omnisend contact (matched by email or phone, with the customer ID as fallback):
Dollar_Balance
The customer's current store-credit balance as a number
Dollar_Currency_Code
The balance's currency code (e.g. USD)
Dollar_Formatted_Balance
The balance formatted for display (e.g. $24.50)
Dollar_Symbol
The currency symbol
referral_code
The customer's referral code (set when a code is generated)
The SMS angle
Omnisend automations can send SMS (and push) from the same triggers, which suits credit moments that are time-sensitive:
Expiry SMS: trigger on Store Credit Expiry Threshold: "Your store credit expires in {remainingDays} days. Don't leave {formattedAmount} behind." SMS open rates make this the strongest expiry channel.
Instant code delivery: trigger on Discount Code Credited and text the
discountCodefor immediate redemption.Credit-earned nudge: trigger on Store Credit Credited with a short email/SMS split-tested against each other.
Balance segment: segment contacts with Dollar_Balance greater than 0 for spend-your-credit campaigns.
If you rebuild a notification in Omnisend, disable the matching DollarBack template under Notifications so customers don't get the message twice. Remember that SMS requires the contact's SMS consent in Omnisend.
Verify it works
Trigger a credit: a small test order or a manual credit.
In Omnisend, open that contact: the Store Credit Credited event should appear on their timeline within a few minutes, with the Dollar_Balance properties matching the widget.
Common issues
Events aren't appearing: confirm the card shows Connected and trigger a fresh event; events from before the connection are not backfilled.
An automation didn't fire: check the event name matches exactly (e.g. Store Credit Expiry Threshold, not "Expiring").
Bulk-imported credit didn't create events: the import must run with its send-to-integrations toggle enabled (Bulk import credit (CSV)).
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