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.

Connect Omnisend with Dollarback to sync store credit balances and events to Omnisend

πŸ”§ 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


βœ… 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.


πŸ”Œ 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 β€œConnected” 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 β€œI have completed all the steps” and confirm.

That’s it! Your integration is now live.


πŸ“€ 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 β†’ Audience β†’ 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:

    β€œYou’ve earned $X cashback! πŸŽ‰ Your total balance is now $Y.”

  • Credit Expiry Flow Triggered by Store Credit Expiry Threshold.

    β€œYour $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 β†’ Create Workflow β†’ 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.


πŸ§ͺ 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 β†’ Audience β†’ Contact Profile

  • Check for synced custom properties and recent events.

  • If data isn't showing, click β€œUpdate in Omnisend” inside Dollarback to manually push data.


πŸ’¬ Need Help?

If you have any questions:

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

Last updated