Your Shopify loyalty program has thousands of members earning points, but redemption rates remain flat. The problem isn't your rewards structure—it's that customers forget their points exist between purchases. Integrating your loyalty platform with Omnisend transforms passive point accumulation into active retention marketing, automatically triggering personalized emails when customers earn rewards, reach VIP tiers, or qualify for redemptions. Setup takes 10-30 minutes, and one brand saw a 12% increase in average order value after implementing a loyalty program.
Key Takeaways
- Omnisend-loyalty integration syncs customer data like points balances, VIP tiers, and referral links for automated, personalized campaigns
- Setup requires 5-10 minutes for OAuth-based integrations and 10-30 minutes for webhook configurations
- Loyalty apps sync 17-18 custom events including points earned, tier changes, and referral completions
- Nearly half of all loyalty points go unredeemed globally—automated reminder emails capture this lost revenue
- Automated loyalty emails consistently outperform standard promotional campaigns with significantly higher engagement
- Brands implementing loyalty programs see measurable improvements in customer retention metrics within 90 days
Why Omnisend and Loyalty Integration Matters for Retention
The disconnect between loyalty programs and email marketing creates a significant revenue gap. Customers earn points but receive no timely communication about their balance, available rewards, or tier status. Research shows existing customers generate 300% more revenue than new acquisitions, yet most brands treat loyalty data as siloed information rather than email marketing fuel.
Integrating Omnisend with your loyalty platform solves this by creating automated communication triggers based on customer actions:
- Points earned notifications remind customers their purchase counted toward rewards
- Redemption reminders alert members when they have enough points for a reward
- VIP tier announcements celebrate status achievements and encourage continued engagement
- Referral completion alerts thank advocates and reinforce sharing behavior
This integration doesn't require developer resources or custom API work. Most loyalty platforms offer direct Omnisend connections through OAuth authorization or webhook configuration—both achievable by any marketer comfortable with copy-paste operations.
What Data Syncs Between Loyalty Platforms and Omnisend
Understanding which data points transfer helps you plan effective segmentation and automation strategies. The integration creates two types of data flow: custom events (triggers for automations) and custom properties (fields for personalization and segmentation).
Custom Events Available for Automation Triggers
When connected, loyalty platforms push event data to Omnisend that can trigger automated workflows. Common events across major platforms include:
- Points Earned — Fires when customer completes a qualifying action
- Points Redeemed — Triggers when points convert to rewards
- Coupon Earned — Activates when customer earns a discount code
- Redemption Reminder — Sends after configurable inactivity period
- VIP Tier Earned — Fires when customer reaches a new status level
- VIP Tier Lost — Triggers when customer drops a tier
- Referral Completed — Activates when referred friend makes qualifying purchase
- Customer Birthday — Triggers at configured time on birthday date
- Customer Anniversary — Fires on account creation anniversary
Top integrations provide 17-18 distinct event triggers, giving you granular control over customer touchpoints.
Custom Properties for Segmentation and Personalization
Beyond events, the integration syncs customer-level data that appears in Omnisend profiles:
- loyalty_points_balance — Current redeemable point total
- loyalty_points_earned — Lifetime points accumulated
- loyalty_credit_balance — Dollar value of available rewards
- loyalty_vip_tier_name — Current tier status (Gold, Platinum, etc.)
- loyalty_vip_tier_ends_at — Tier expiration date
- loyalty_referral_link — Unique sharing URL for referral campaigns
- loyalty_is_member — Boolean program membership status
- loyalty_birth_day and loyalty_birth_month — Birthday data for campaigns
Some platforms sync up to 36 custom properties, including detailed referral statistics like email shares, clicks, and conversion rates.
Prerequisites Before Connecting Omnisend
Before starting the integration, confirm you have the following in place:
Account Requirements:
- Active Omnisend account (Free or paid tier)
- Loyalty app installed on your Shopify store with configured earning/redemption rules
- Admin access to both platforms
Loyalty Platform Considerations:
- Some platforms restrict Omnisend integration to higher pricing tiers
- OAuth integrations (faster setup) require fewer manual steps than webhook-based connections
- Historical customer data typically requires manual CSV import—integrations sync forward from connection date only
Technical Preparation:
- Verify your loyalty app appears in Omnisend's integration directory
- Document which events and properties matter most for your campaigns
- Create test customer profiles with varying loyalty statuses for validation
Step-by-Step Connection Process
The exact steps vary by loyalty platform, but most follow one of two patterns: OAuth authorization or webhook configuration.
OAuth Integration (Fastest Method)
OAuth integrations use a one-click authorization flow:
Step 1: Navigate to your loyalty app's integration settings
Step 2: Select Omnisend from the available connections
Step 3: Click "Connect" to open the authorization popup
Step 4: Log into Omnisend if prompted
Step 5: Click "Authorize access" to grant permissions
Step 6: Select which events to sync (checkboxes for each trigger type)
Step 7: Optional: Click "Sync" to import existing customer loyalty data
Total time: 5 minutes for standard setups.
Webhook Integration (Manual Configuration)
Webhook integrations require copying credentials between platforms:
Step 1: In Omnisend, navigate to Account → Apps → Search for your loyalty platform → Click "Connect now"
Step 2: Copy the Webhook URL and Webhook Authentication code displayed
Step 3: Open your loyalty app's settings in a new tab
Step 4: Locate the Integration or Webhook section
Step 5: Paste the Webhook URL and Authentication credentials into the corresponding fields
Step 6: Save settings in the loyalty app
Step 7: Return to Omnisend, confirm completion, and verify the connection
Total time: 10-15 minutes including verification.
Building Automated Loyalty Workflows in Omnisend
With the integration active, you can create workflows triggered by loyalty events. Start with these three foundational automations before expanding to advanced sequences.
Workflow 1: Redemption Reminder
This automation addresses the nearly 50% of unredeemed points sitting dormant in loyalty accounts.
Trigger: Redemption Reminder event (fires after 30 days of inactivity by default)
Email Content:
- Personalize subject line: "You have {{loyalty_points_balance}} points waiting"
- Include credit value: "That's {{loyalty_credit_balance}} toward your next order"
- Add product recommendations based on purchase history
- Clear CTA to redeem rewards
Expected Performance: This automation is designed to significantly increase point redemptions by reminding customers of their available rewards.
Workflow 2: VIP Tier Achievement
Celebrate customers who reach new status levels to reinforce program engagement.
Trigger: VIP Tier Earned event
Email Content:
- Congratulate the achievement by tier name
- List new benefits unlocked at this level
- Include referral link to encourage sharing
- Preview next tier requirements for continued motivation
Workflow 3: Referral Amplification
Many loyalty members don't make referrals without prompting. Email reminders can significantly increase participation.
Trigger: Points balance reaches threshold (e.g., 200+ points) AND has not triggered Referral Completed event
Email Content:
- Personalized referral link: "{{loyalty_referral_link}}"
- Clear value proposition: "Give $10, Get $10"
- Social share buttons for easy distribution
Segmentation Strategies Using Loyalty Data
The custom properties synced to Omnisend enable precise audience targeting beyond standard email segments. Consider these customer retention approaches:
High-Value Engaged Members:
- Segment: loyalty_vip_tier_name equals "Gold" or "Platinum" AND loyalty_points_balance greater than 500
- Use for: Early access announcements, exclusive product launches, VIP-only promotions
At-Risk Tier Members:
- Segment: loyalty_vip_tier_ends_at less than 30 days from today
- Use for: Tier maintenance reminders with specific purchase amounts needed to retain status
Referral Champions:
- Segment: Has triggered "Referral Completed" event more than twice
- Use for: Ambassador recruitment, testimonial requests, advanced referral rewards
Dormant Members:
- Segment: loyalty_is_member equals true AND last order greater than 90 days ago
- Use for: Win-back campaigns featuring point balance reminders
Measuring Integration ROI
Track these metrics to quantify the return on investment of your Omnisend-loyalty integration:
Email Performance Metrics:
- Loyalty campaign open rates compared to promotional benchmarks
- Click-through rates on redemption CTAs
- Unsubscribe rates (should be lower than promotional campaigns)
Loyalty Program Metrics:
- Point redemption rate before and after automation launch
- VIP tier maintenance and upgrade rates
- Referral program participation percentage
- Active member percentage (members with activity in last 90 days)
Revenue Metrics:
- Loyalty-attributed revenue tracked in both platforms
- Average order value from redeeming customers
- Repeat purchase rate changes
Brands implementing comprehensive loyalty programs see measurable improvements in customer retention and purchasing behavior within the first 90 days, according to HubSpot's marketing research.
Troubleshooting Common Integration Issues
Custom Events Not Appearing in Omnisend
Cause: Events only register after a customer triggers them post-connection.
Solution: Wait 15-30 minutes for event registration. Create a test order with a dummy customer to trigger the first event. Refresh your Omnisend browser tab.
Historical Data Missing
Cause: Integrations sync data forward from connection date only—this is standard behavior across all loyalty platforms.
Solution: Export customer loyalty data as CSV from your loyalty app, then import to Omnisend with property mapping. This requires 2-4 hours of manual work for large customer bases.
Unsubscribers Receiving Loyalty Emails
Cause: Custom event workflows can bypass standard unsubscribe logic.
Solution: Add "Segment is not Unsubscribers" as an audience filter to every loyalty-triggered workflow. This prevents CAN-SPAM violations and protects deliverability.
Points Balance Not Updating
Cause: API-based integrations may have sync delays versus real-time webhooks.
Solution: Check your loyalty app settings for sync frequency options. Use the manual sync button if available. Expect 15-60 minute delays on non-webhook integrations.
Why Choose Rivo for Your Omnisend-Loyalty Integration
If you're evaluating loyalty platforms for Omnisend integration, Rivo offers a streamlined setup experience built specifically for Shopify brands.
Shopify-Native Architecture: Rivo is built exclusively for Shopify and Shopify Plus, using modern checkout extensions and theme app extensions. This means loyalty data flows cleanly into Omnisend without compatibility issues that plague platforms trying to serve multiple e-commerce systems.
Comprehensive Event Coverage: Rivo's integration capabilities support the full spectrum of loyalty events—points earned, VIP tier changes, referral completions, birthdays, and more. You get complete automation flexibility in Omnisend from day one.
Developer Toolkit for Custom Workflows: Need something beyond standard integrations? Rivo's developer toolkit provides REST API, JavaScript API, and webhook access. Build custom automation triggers that match your exact retention strategy.
Transparent Pricing Structure: Rivo's pricing includes integration access without requiring enterprise-tier upgrades. Month-to-month billing and no hidden fees mean you can start using loyalty-email automation immediately.
Dedicated Success Support: Plus and Enterprise plans include success managers who help configure optimal Omnisend workflows during onboarding—no additional consulting fees required.
Brands like HexClad, Kitsch, and Portland Leather Goods use Rivo to power retention programs that drive measurable growth. See case studies for specific results, or request a demo to explore how Rivo's Omnisend integration can support your goals.
Learn more about building effective loyalty programs for e-commerce to maximize your retention marketing impact.
Frequently Asked Questions
What loyalty data syncs to Omnisend?
Most integrations sync both events and properties. Events include points earned, rewards redeemed, tier changes, referrals completed, and birthday dates. Properties include current points balance, credit value, VIP tier name, tier expiration date, referral link, and membership status. Top platforms sync 17-36 data points depending on the specific integration.
Do I need Shopify Plus for this integration?
No, Omnisend-loyalty integrations work on standard Shopify plans. The integration connects your loyalty app to Omnisend directly—Shopify Plus is not required. However, certain advanced loyalty features like checkout extensions may require Shopify Plus depending on your loyalty platform.
How quickly does loyalty data appear in Omnisend?
New data syncs in real-time or near-real-time for most integrations—typically within minutes of a customer action. Historical data from before the connection date does not sync automatically. You'll need to export existing loyalty data as CSV and import it to Omnisend manually if you want historical points balances in customer profiles.
Can I send different emails based on VIP tier?
Yes, this is a primary use case for loyalty-Omnisend integration. Create segments in Omnisend using the loyalty_vip_tier_name property to target specific tiers. You can build separate workflows for each tier or use conditional splits within a single workflow to serve different content based on customer status.
What if my loyalty app plan doesn't include Omnisend integration?
Some loyalty platforms restrict integrations to higher pricing tiers. If you encounter a paywall, you have three options: upgrade your loyalty plan to access the integration, use a connector tool like Zapier to bridge the platforms (adds latency and complexity), or switch to a loyalty platform that includes Omnisend access at your current plan tier.
