This guide explains how to integrate Webplanex Wallet with Omnisend to trigger automated emails based on customer store cash balance updates.
Webplanex Wallet Configuration:
Creating Omnisend Automation Workflow:
New Workflow:
Within Omnisend, navigate to Automation > +New Workflow > Create Custom Workflow.
Trigger Selection:
On the right side under "Edit Trigger", choose the event "Webplanex Final Store Cash" from the dropdown menu.
Trigger Filter:
- Click "Trigger Filter".
- Select the key "webplanex_cashback_balance".
- Here, you can set a condition based on the store cash balance. Enter a valueto trigger the email when the balance reaches or exceeds to given balance value.
Drag and Drop Email:
From the right side, drag the "Email" option into the workflow area.
Email Configuration:
Customize the email's details like subject line, preheader, sender name, etc.
Store Cash Balance in Email:
Personalize your email template to display the updated customer's store cash balance using Omnisend's merge tag functionalities (refer to Omnisend's documentation for specific instructions).
Activate Workflow:
Click "Update and Start Workflow" to activate the automation.
Outcome:
- With this setup, whenever a customer's Webplanex Wallet store cash balance reaches or exceeds the specified condition in the trigger filter, an automated email will be sent through Omnisend based on your customized email template.
- By effectively integrating Webplanex Wallet with Omnisend,
- you can leverage automated emails to inform customers about their store cash balance updates, potentially prompting them to make purchases and utilize their earned rewards.