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Integrate Charm Loyalty & Rewards with Omnisend

Learn how to connect Charm Loyalty & Rewards to Omnisend

Written by Armintas Griežė

Charm Loyalty & Rewards is a Shopify app for creating loyalty programs, managing points, and rewarding customers and affiliates.

Connect Charm to Omnisend to sync loyalty information and send loyalty, referral, and affiliate events to Omnisend.


Benefits

  • Send loyalty events to Omnisend.

  • Trigger Automation Workflows based on points, rewards, referrals, and affiliate activity.

How It Works

Charm connects to Omnisend using an API key. After the connection is completed, Charm sends selected loyalty events to Omnisend.

Setup Process

Step 1. In Omnisend, go to Apps → search for Charm Loyalty & Rewards → click Connect now → Copy API Key.

Step 2. In your Shopify admin, go to Apps → Charm Loyalty & Rewards → Settings → Manage integrations.

Select Omnisend and paste the copied API key into the Omnisend API key field → click Connect Omnisend.

Step 3. Access Emails in Charm's app and enable the events you want to send to Omnisend:

Step 4. In Omnisend, check the box confirming that I have completed all the steps → click Confirm.

What Data is Passed

Charm Loyalty & Rewards integration supports the following custom events:

Custom Event Name

Description

Charm Loyalty & Rewards – Welcome to the program

Greets a customer when they join the loyalty program.

Charm Loyalty & Rewards – Program launch

Tells existing customers that the rewards program is live.

Charm Loyalty & Rewards – Points Earned

Sent when a customer earns points from any action.

Charm Loyalty & Rewards – Reward Redeemed

Sent when a customer redeems points for a discount code.

Charm Loyalty & Rewards – Reward Expiry Warning

Sent before an unused reward code expires.

Charm Loyalty & Rewards – Points Expiry Warning

Reminds a customer before their points balance expires.

Charm Loyalty & Rewards – Birthday Reward

Sent when a customer claims their birthday reward.

Referral Events

Custom Event Name

Description

Charm Loyalty & Rewards – Referral Completed

Sent when a referred friend completes a qualifying order.

Charm Loyalty & Rewards – Friend Received Referral

Sent when a referred friend receives their welcome reward.

Affiliate Events

Custom Event Name

Description

Charm Loyalty & Rewards – Affiliate – Application received

Confirms that a partner application was received.

Charm Loyalty & Rewards – Affiliate – Approved

Welcomes an approved partner and provides their code and link.

Charm Loyalty & Rewards – Affiliate – Rejected

Tells an applicant that their partner application wasn’t accepted.

Charm Loyalty & Rewards – Affiliate – Invitation

Sends a merchant-added partner their code, link, and sign-in instructions.

Charm Loyalty & Rewards – Affiliate – Monthly summary

Sends a partner their monthly commission total, ready to invoice.

Charm Loyalty & Rewards – Affiliate – Payout on its way

Tells a partner that a payment has been recorded.

Charm Loyalty & Rewards – Affiliate – Payment request declined

Tells a partner that their payment request was declined.

FAQ

Does Charm create new contacts in Omnisend?

Yes. If a custom event is triggered for a contact that does not exist, it's created in Omnisend.

Which events can I send to Omnisend?

You can enable loyalty program, referral, and affiliate events, including points earned, rewards redeemed, referrals completed, and affiliate payment updates.

What should I check if events don’t arrive in Omnisend?

Check that:

  1. You copied the correct API key.

  2. The integration shows as connected.

  3. The required events are enabled.

  4. If the issue persists, uninstall and reinstall the app.


Didn't find the answer to your question? Reach out to our Support team through the in-app chat or at [email protected] – our team is available 24/7.

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