Loyalty Wallet 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.
Contents
Setup Process
Step 1. In Omnisend, go to → Apps → Search for "Webplanex: Loyalty Wallet" → Click on "Connect Now" → Copy an API Key.
Step 2. Copy the API Key you've created and go to Settings under Webplanex: Wallet > Integrations > Click "Connect" under Omnisend
Once you've pasted the API Key into the corresponding field, click the "Connect" button. The page will be refreshed, the integration will be enabled.
Step 4. In Omnisend, check the box that all the steps are done, and confirm the changes.
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 synched 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). In case you needed such information in other automations/campaigns, you will be able to export their information in Webplanex: Wallet's side, and re-import it to Omnisend. We'll see how next.
Importing historical data
You can export the list of contacts in your Wallet Loyalty app by going to the Customers tab and clicking on the "Export file" button. 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.
If it'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, and work on the email content design to your liking. You can add a custom event 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]
