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Integrate Casa Loyalty with Omnisend

Learn how to sync contact loyalty data from Casa Loyalty to Omnisend

Written by Armintas Griežė

Casa Loyalty is a loyalty app for Shopify stores that lets customers earn and redeem points, move up VIP tiers, and refer friends. The Omnisend integration syncs each Casa Loyalty customer to Omnisend as a contact with loyalty custom properties and sends loyalty activity as custom events. You can use this data to personalize emails and SMS, build segments, and trigger automations.


Setup Process

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

Step 2. In your Shopify admin, open the Casa Loyalty app and click Integration in the app menu.

Step 3. Select Omnisend, paste the API key in the Omnisend API key field, and click Connect to Omnisend. Casa Loyalty uses your shop email address for the Omnisend integration setup.

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

Once connected, Casa Loyalty syncs your existing loyalty customers to Omnisend. You can run a full sync again at any time with Sync Customers.

What Data Is Passed

Contacts

Casa Loyalty creates or updates an Omnisend contact for each loyalty customer and applies the casa-loyalty tag.

Custom Properties

Property key

Type

Description

casa_points_balance

Number

Current loyalty points balance

casa_referral_url

String

Customer's unique referral URL

casa_state

String

Customer status in the loyalty program

casa_vip_tier_name

String

Current VIP tier name (defaults to Bronze)

casa_vip_tier_id

String

VIP tier ID

casa_vip_tier_image

String

URL of the VIP tier badge image

casa_date_of_birth

String

Customer's date of birth (YYYY-MM-DD)

member_since

String

Date the customer joined the loyalty program

last_updated

String

Last profile synchronization date

Custom Events

Custom Event Name

When it fires

Casa Loyalty - Points Earned

A customer earns loyalty points, for example from orders, social actions, reviews, signup, the birthday bonus, a first order, time-window bonuses, or a manual point increase.

Casa Loyalty - Points Redeemed

A customer redeems loyalty points for a reward.

Casa Loyalty - Tier Upgrade

A customer reaches a new VIP tier.

Casa Loyalty - Referral Started

An advocate shares a referral with a friend.

Casa Loyalty - Referral Completed

A referral is completed.

Casa Loyalty - Referral Friend Completed

A referred friend completes their first order.

Casa Loyalty - Referral Reward Earned

An advocate earns a referral reward.

Casa Loyalty - Referral Milestone Completed

A referral milestone is reached.

Casa Loyalty - Spending Bonus Earned

A customer earns a spending bonus.

Casa Loyalty - Surprise & Delight Reward

A customer receives a Surprise & Delight campaign reward.

💬 For more information, see Create and Manage Custom Events in Omnisend.

FAQ

Are contacts subscribed to marketing automatically?

No. New contacts are created with the email status Non-subscribed. Manage consent in Omnisend before you send marketing messages.

Is there a birthday event?

No. The bonus a customer earns when they first submit their birthday arrives as Casa Loyalty - Points Earned with points_source set to birthday_bonus. The recurring yearly birthday reward is not sent to Omnisend.

Are manual point changes sent to Omnisend?

Manual point increases arrive as Casa Loyalty - Points Earned with points_source set to manual_award. Manual point deductions don't send an event.

Does creating or importing a customer send an event?

No. Events are sent only when loyalty activity happens.

What should I check if loyalty data doesn't appear in Omnisend?

Check that:

  1. You pasted the correct API key and clicked Connect to Omnisend.

  2. The customer has an email address and has completed a loyalty action, such as earning points.

  3. 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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