> For the complete documentation index, see [llms.txt](https://help.dollarlabs.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dollarlabs.io/dollarback-store-credit/integrations/omnisend-integration.md).

# Omnisend integration

{% embed url="<https://dollarlabs.neetorecord.com/watch/f4cb5890fd033ac042b6>" %}

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](/dollarback-store-credit/earning-cashback-programs/set-up-purchase-cashback.md)).

## Connect Omnisend

1. Go to **DollarBack admin → Integrations** and find the **Omnisend** card.
2. Click **Set up** and approve the connection in the Omnisend window that opens.
3. 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:

| Omnisend event                | Fires when                                                                                            | Key payload fields                                                                                  |
| ----------------------------- | ----------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------- |
| 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):

| Property                   | Contains                                                    |
| -------------------------- | ----------------------------------------------------------- |
| 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 `discountCode` for 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.

{% hint style="warning" %}
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.
{% endhint %}

## Verify it works

1. Trigger a credit: a small test order or a manual credit.
2. 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)](/dollarback-store-credit/analytics-data-and-account/bulk-import-credit-csv.md)).

## Related articles

* [Klaviyo integration](/dollarback-store-credit/integrations/klaviyo-integration.md)
* [Shopify Flow: triggers and actions](/dollarback-store-credit/integrations/shopify-flow-triggers-and-actions.md)
* [Email notifications overview](/dollarback-store-credit/notifications/email-notifications-overview.md)
* [Credit expiry and reminders](/dollarback-store-credit/spending-store-credit-and-rewards/credit-expiry-and-reminders.md)