Loyalty Wallet by Webplanex is a third-party app for Shopify and Shopify Plus stores that uses an effective way to drive customer retention - Cashback Campaigns. There are several reasons you can use for your Cashback Campaigns, including product purchase, Twitter retweet, Store signup, and many more.
Setup Process
Step 1. In Omnisend, go to Apps → search for Webplanex: Loyalty Wallet → click Connect now → Copy API Key.
Step 2. Go to Settings under Webplanex → Wallet → Integrations → click Connect under Omnisend.
Step 3. Paste the API Key you copied earlier into the corresponding field and click Connect. The page will be refreshed, and the integration will be enabled.
Step 4. Go back to Omnisend, check the box I have completed all the steps, and click Confirm.
What Data is Passed
Once the integration is enabled, the "WebPlanex Final Cashback" custom event will be created in Omnisend. You can use it to inform your customers when they receive cashback.
Note: Cashback balance is not synced to your contacts' profiles; it will instead be a custom field in the custom event (thus, you will be able to add such information to your automation emails). If you need this information for other automations/campaigns, you can export it from Webplanex: Wallet's side and re-import it into Omnisend. We'll see how next.
Importing Historical Data
You can export the list of contacts in your Wallet Loyalty app. Go to the Customers tab and click Export file. The cashback balance value will be exported too.
Then, import this file to Omnisend and map the cashback balance column to a newly created custom property.
Inform Your Customers About Their Cashback Balance
To inform your customers each time they receive cashback, create a custom Automation workflow. Go to Automation → Create workflow → Create from scratch.
Then set the trigger to WebPlanex Final Cashback.
Add an email block and adjust the email content design to your liking. You can add a personalization tag to include the Cashback Balance that is passed along with the custom event in the email content:
If you still have questions or need assistance with the Omnisend side of the integration, feel free to contact us 24/7 at [email protected].