# Omnisend

Dollarback now supports a seamless integration with **Omnisend**, enabling you to sync cashback balances and events into your marketing automation flows. This allows you to send personalized emails and SMS campaigns based on your customer’s real-time store credit activity.

{% embed url="<https://dollarlabs.neetorecord.com/watch/f5b35180e760c37ba267>" %}
Integrate Omnisend with Dollarback to inform customers about their store credit activity, balances and expiry details.
{% endembed %}

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### 🔧 What You Can Do With This Integration

With Omnisend + Dollarback, you can:

* Segment customers based on **live store credit balance**
* Trigger flows when **store credit is earned, used, or about to expire**
* Personalize messages using **customer store credit info**
* Build workflows around **referral and reward credit events**

***

### ✅ Prerequisites

Before integrating, make sure:

1. **Omnisend is installed and set up** on your Shopify store.
2. You've already installed **Dollarback: Cashback & Loyalty** from the Shopify App Store.

***

### 🔌 Integration Setup

Follow these simple steps:

#### Step 1: Connect from Dollarback

1. Go to the **Integrations** tab in Dollarback.
2. Click **Connect with Omnisend**.
3. Authorize access via the OAuth popup.
4. You'll be redirected back to the app with a success message.

You’ll now see “Connected” next to Omnisend in the integrations list.

#### Step 2: Confirm in Omnisend

1. In Omnisend, navigate to **Apps > Search for Dollarback**.
2. Click **Connect Now**.
3. Check “I have completed all the steps” and confirm.

That’s it! Your integration is now live.

***

### 📤 What Data is Synced

Dollarback pushes both **customer properties** and **event triggers** to Omnisend.

#### Custom Properties

| Property Name                | Description                                  |
| ---------------------------- | -------------------------------------------- |
| Dollarback Balance           | Numeric store credit balance (e.g., `36.85`) |
| Dollarback Symbol            | Currency symbol (e.g., `$`)                  |
| Dollarback Currency Code     | Currency code (e.g., `USD`)                  |
| Dollarback Formatted Balance | Formatted string (e.g., `$36.85`)            |
| Referral Code                | Unique code generated for referrals          |

These appear inside Omnisend → **Audience → Contact Profile** once the customer has earned/used credit.

***

#### Event Triggers

Events are sent automatically when customers interact with store credit:

| Event Name                    | Trigger Description                |
| ----------------------------- | ---------------------------------- |
| Store Credit Credited         | Store credit added to a customer   |
| Store Credit Debited          | Credit used at checkout            |
| Store Credit Expiry Threshold | Credit is nearing expiry           |
| Referral Code Generated       | Referral code created for customer |
| Reward Credit Credited        | Referral reward given to customer  |

Each event includes relevant details like amount, symbol, currency, expiry time, and more.

***

### 🧠 How to Use in Automations

You can build email or SMS flows in Omnisend using these events and data points:

#### Common Use Cases

* **Welcome Flow**\
  Let new users know how to earn cashback.
* **Credit Earned Flow**\
  Triggered by `Store Credit Credited`. Send an email like:

  > “You’ve earned $X cashback! 🎉 Your total balance is now $Y.”
* **Credit Expiry Flow**\
  Triggered by `Store Credit Expiry Threshold`.

  > “Your $X cashback is expiring in Y days. Use it now!”
* **Reactivation Campaign**\
  Segment users with balance > $0 and no recent purchases.

#### How to Create a Flow in Omnisend

1. Go to **Automations → Create Workflow → From Scratch**
2. Set a trigger like `Store Credit Credited (API)`
3. Use variables like:
   * `[[ event.formattedAmount ]]`
   * `[[ event.expiresAt ]]`
   * `[[contact.custom_properties.Dollar_Formatted_Balance]]`

You can now personalize your messaging based on live customer credit data.

***

### 🧪 How to Test It

* After connecting, place an order or do a draft order and mark it as paid to create an order.
* Go to **Omnisend → Audience → Contact Profile**
* Check for synced custom properties and recent events.
* If data isn't showing, click “**Update in Omnisend**” inside Dollarback to manually push data.

***

### 💬 Need Help?

If you have any questions:

* Contact **Dollarback Support** via the in-app chat or at <support@dollarlabs.io>
* Or reach out to **Omnisend Support** at <support@omnisend.com>

We're always happy to help you set up your cashback workflows.


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