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Integration with CashBack Rewards by Webplanex
Integration with CashBack Rewards by Webplanex
Ira avatar
Written by Ira
Updated over a week ago

CashBack Rewards by Webplanex is a 3rd party app for Shopify and Shopify Plus stores that uses an effective way to drive customer retention - Cashback Campaigns. There's a number of different reasons that you can use for your Cashback Campaigns: Products purchase, Twitter retweet, Store signup and many more.


Setup Process

Firstly, create an API key. To do this click on your brand name in the top right corner -> Store settings:

Click on the 'API keys' section:

Then click the 'Create API Key' button:

Enter the name of your API key, keep default settings and click 'Save':

Copy the API key you've created and go to Cashback Admin Area > Settings > General Settings > Email Marketing APIs > Omnisend API Key:

Once you'll paste the API key into the corresponding field, click 'Save' button. Then page will be refreshed and 'Connect' button will become clickable. Click on the 'Connect' button. Integration will be enabled.

What data is passed

Once the integration is enabled, WebPlanex Final Cashback custom event will be created in Omnisend. You can use it to inform your customers when they receive cashback.

Also, whenever customer receives cashback, new cashback balance value is passed to Omnisend as a contact custom property:

Note! Cashback balance added to contact profiles in Cashback Rewards app prior to enabling the integration won't be synced to Omnisend.

Importing historical data

However, you can export the list of contacts in your Cashback Rewards app by going to the Customers tab and clicking on the 'Export Customer list' button. The cashback balance value will be exported too:

Then import this file to Omnisend map cashback balance column to webplanex_cashback_balance custom property in Omnisend (if there were no contacts passed by the integration yet, you can create this custom property yourself):

If that's your first time doing the manual import of contacts to Omnisend, you can find the full guide here.

Inform your customers about their cashback balance

To inform your customers each time they receive cashback, create a custom Automation workflow:

Then set the trigger to 'WebPlanex Final Cashback':

Then add an email block, work on the email content design. Then add custom event personalization tag to include the Cashback Balance that is passed along with the custom event in the email content (make sure to use custom event personalization instead of contact property):

Also, to inform customers about their cashback balance, when you'll be sending an email campaign, you can design a separate email campaign for customers who have money on their cashback balance.

Firstly, create a segment of customers whose cashback balance isn't equal to 0 (if you made an import of historical data, make sure to include 'is not 0.00' too, because Webplanex export file includes cents in the cashback balance value), but also we'll need to exclude those who don't have webplanex_cashback_balance custom property at all:

Then design your email campaign. To add cashback balance value to the email content find webplanex_cashback_balance custom property in the personalization menu and add it to any text block in your Email Campaign:

To avoid sending out this email campaign to customers who don't have any money on their cashback balance select the segment you've created on the Recipients step:

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