Integration with Helium Customer Fields
Ira avatar
Written by Ira
Updated over a week ago

Helium Customer Fields is your one-stop shop to collect and manage customer information. Create unique registration forms for different customer groups, and collect first-party data from customers such as birthday, pet's name, VAT/Tax ID, etc. All customer data is synced with Shopify fields and/or customer metafields. Personalize forms with rules and variables, or tag customers automatically based on form input.

Connect Helium Customer Fields app to Omnisend and pass all the contact information you collect with Customer Fields tools to Omnisend.

Shopify Customer Fields logo

Contents

Setup process

Prerequisites

Before we begin, you'll need to make sure to log in to the correct Omnisend account that you wish to use with Customer Fields. It's important to log in to your Omnisend account before enabling the integration since Omnisend's authentication flow can get stuck if you aren't logged in beforehand.

Pro-tip: Gender & Birthday

Omnisend has standard contact properties for gender and birthdate, so we recommend creating data columns for gender and birthdate (or birthday) if you haven't already done so. Ensure that the data column for birthdate is using the date type. Please note that this is not a requirement -- this is just a suggestion so you can get the most value out of both apps and the integration.


Connect Customer Fields to your Omnisend account

Once you have confirmed that your desired data columns exist in Customer Fields, navigate to the 'Integrations' page in the app admin:

Find the section for the Omnisend integration and click on the 'Connect' button:

On the Omnisend integration page, click 'Connect to Omnisend':

Upon clicking this button, you will see a new browser window pop up in the app with a prompt asking you to authorize Customer Fields to connect with your Omnisend account (make sure you are already logged in to your Omnisend account in your browser before attempting to connect).

Once you've connected to your Omnisend account, the app will show a success message. You can now proceed to the next step by adjusting the mapping settings.

Data column mapping

Click on the 'Manage Properties' button to map your desired Customer Fields data columns to Omnisend's contact properties.

While in Manage Properties, you will see three (3) main sections:

General properties are the most common pieces of standard customer data, which include things like First Name, Last Name, Email, and Phone. These data columns and contact properties are automatically mapped for you to ensure that Omnisend gets the correct data from Customer Fields.

Additional properties are other less common pieces of customer data, which include things like a customer's address, birthdate, and gender. Most of these data columns and contact properties are automatically mapped for you, but you can control which columns are used for birthdate and gender.

Simply click the '+ Add' button to search and select the data column you wish to use for each contact property.

Important notes:

  • You must use a data column with the data type set as date when mapping to the birthdate contact property.

  • Omnisend will only accept certain values (male or female) for the gender contact property. Acceptable values include Male, male, m, Female, female, and f.

    • This restriction does not exist in Customer Fields, so there may be cases where a contact's gender is not shown in Omnisend since Customer Fields is attempting to send over a value that Omnisend does not support.

Custom properties are used for all other pieces of customer data, which can include things like favorite color, allergies, hobbies, etc.

Simply click the '+ Add' button to search and select the data column you wish to use. The integration will automatically create custom contact properties in Omnisend for any mapped data columns using the data column labels and keys.

Note: Data column types for file, group, and group_list are not currently supported by this integration.

Once you have finished mapping, make sure to click 'Save' in the top right-hand corner of the page.

Confirm integration status

The integration should be enabled by default after you connect to your Omnisend account, but you can control the integration status at any time.

Simply click on the button for 'Enable' or 'Disable' to change the status. After changing the status, you'll see a confirmation message, and the app will also show a badge indicating the current status of the integration.

That's it! Integration is enabled and all the mapped fields will start flowing into your Omnisend account whenever a new customer record is created or an existing one is updated in your Helium Customer Field account. You can now use these properties to personalise your content by including the values provided by your customers in your messages or segment based on.

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