Omnisend Integration
In this article we will show you how to set up the Omnisend Integration on your Nector dashboard.
Visit the Integrations Page. Under Email & WhatsApp Marketing inside the Integrations page, look for Omnisend.
Click on Configure to open up the Omnisend integration page.
First to enable the integration, you need to get the private API key from your Omnisend dashboard.
Login to your Ominsend dashboard.
Click on your Account in the top right corner.
Click on Store settings.
Scroll down and click on the API Keys on the left side menu. See below image for reference.
Click on the Create API Key button.
Enter a name for the key, you can name it "Nector" for easy reference
Click on I want to set up custom permissions for this API key and give all the permissions. See below images for reference.
After selecting all the permissions, click on the Save button.
Copy the newly created API key on to the nector dashboard. See below image for reference.
After getting the API key, paste it in your Nector dashboard. Under Choose Common property, select Email as the mode of communication
Choose Common Property - This refers to the user property of Nector which will be used when sending the event.
Finally, click on Initialize button to button to enable the integration. Once it is enabled, you will see the below view.
Events can be sent to Omnisend when certain things happen on Nector. You can then setup automations on Omnisend, which can be triggered when the event occurs on Omnisend. For example, when a customer is rewarded with wallet coins, an event can be sent to Omnisend, which in turn will trigger an automation that sends an email to the customer.
Switch to the Events tab and click on Create An Event. It opens up to the Events page with the Send Events tab. Now you have to select the event on which you want to notify the external integration.
There are many events supported on Nector. If you don't know which to choose, here are the two events that are most relevant and commonly used:
Wallet Coins Rewarded: This event will be sent whenever wallet coins are rewarded on nector.
Coupon Is Created: This event will be sent whenever a customer uses his wallet coins to get a discount/coupon code on nector.
For example,
To send an Wallet Reward Event to Omnisend whenever wallet coins are rewarded to a customer on nector, you would create the event as shown below.
Click on "+" button to create an event.
For "Event" option, select Wallet Coins Rewarded
For "Send event to" option, by default Omnisend will be selected.
Once you have entered all the details, click on the Create button in the popup. The event will be created as below.
In order to make this event available in your Omnisend dashboard, you need to send a test event from Nector as shown below. After this, you can setup the flow on Omnisend using this event as the trigger.
Click on the Event you just created
You can send a test event by clicking on Send Test Event.
A popup opens, enter the email id where you want to send the test email.
Kindly note, the Email id of customer to whom email has to be sent needs to exist in the Customers database of your store.
After you are done setting up events to be sent to Omnisend from Nector, you can create automations on Omnisend in response to the Events. For this, read the steps below:
Go to your Omnisend dashboard. Look for Automation and click on it.
Click on Create workflow and then Create from scratch.
From the "Trigger" dropdown, scroll down to the "API" subsection. In this example since we have created an event for wallet reward, we will be choosing the "walletreward_create" trigger from the options.
Inorder to make the trigger available in your Omnisend dashboard, a sample event needs to be sent from nector. This sample event can be sent to Omnisend simply by adding some coins to an account on Nector. To reward coins manually refer to this article Manually reward coins to customers
If you would like to create Flows for a separate event, kindly contact the Nector team, by referring here
Drag and Drop the Email into the flow. Customise the email sender and email details such as subject, header as per preferences.
Click on Start Workflow to save it. You can find it enabled inside the main page.
Events can also be sent for other things like when a new customer is referred, for coin expiry notification, for review request, and more. To learn how to setup these events, look into those respective articles.
For a list of events and the data associated with each event, please refer this article for more info: https://nector.crisp.help/en/article/event-details-sent-to-external-integrations
Events
Event details sent to External Integrations
Setting up the Integration
Visit the Integrations Page. Under Email & WhatsApp Marketing inside the Integrations page, look for Omnisend.
Click on Configure to open up the Omnisend integration page.
First to enable the integration, you need to get the private API key from your Omnisend dashboard.
Getting your private API key
Login to your Ominsend dashboard.
Click on your Account in the top right corner.
Click on Store settings.
Scroll down and click on the API Keys on the left side menu. See below image for reference.
Click on the Create API Key button.
Enter a name for the key, you can name it "Nector" for easy reference
Click on I want to set up custom permissions for this API key and give all the permissions. See below images for reference.
After selecting all the permissions, click on the Save button.
Copy the newly created API key on to the nector dashboard. See below image for reference.
After getting the API key, paste it in your Nector dashboard. Under Choose Common property, select Email as the mode of communication
Choose Common Property - This refers to the user property of Nector which will be used when sending the event.
Finally, click on Initialize button to button to enable the integration. Once it is enabled, you will see the below view.
Sending Events To Omnisend
Events can be sent to Omnisend when certain things happen on Nector. You can then setup automations on Omnisend, which can be triggered when the event occurs on Omnisend. For example, when a customer is rewarded with wallet coins, an event can be sent to Omnisend, which in turn will trigger an automation that sends an email to the customer.
Add new event
Switch to the Events tab and click on Create An Event. It opens up to the Events page with the Send Events tab. Now you have to select the event on which you want to notify the external integration.
There are many events supported on Nector. If you don't know which to choose, here are the two events that are most relevant and commonly used:
Wallet Coins Rewarded: This event will be sent whenever wallet coins are rewarded on nector.
Coupon Is Created: This event will be sent whenever a customer uses his wallet coins to get a discount/coupon code on nector.
For example,
To send an Wallet Reward Event to Omnisend whenever wallet coins are rewarded to a customer on nector, you would create the event as shown below.
Click on "+" button to create an event.
For "Event" option, select Wallet Coins Rewarded
For "Send event to" option, by default Omnisend will be selected.
Once you have entered all the details, click on the Create button in the popup. The event will be created as below.
Sending Test Event
In order to make this event available in your Omnisend dashboard, you need to send a test event from Nector as shown below. After this, you can setup the flow on Omnisend using this event as the trigger.
Click on the Event you just created
You can send a test event by clicking on Send Test Event.
A popup opens, enter the email id where you want to send the test email.
Kindly note, the Email id of customer to whom email has to be sent needs to exist in the Customers database of your store.
Setting up the automations on Omnisend
After you are done setting up events to be sent to Omnisend from Nector, you can create automations on Omnisend in response to the Events. For this, read the steps below:
Go to your Omnisend dashboard. Look for Automation and click on it.
Click on Create workflow and then Create from scratch.
From the "Trigger" dropdown, scroll down to the "API" subsection. In this example since we have created an event for wallet reward, we will be choosing the "walletreward_create" trigger from the options.
Inorder to make the trigger available in your Omnisend dashboard, a sample event needs to be sent from nector. This sample event can be sent to Omnisend simply by adding some coins to an account on Nector. To reward coins manually refer to this article Manually reward coins to customers
If you would like to create Flows for a separate event, kindly contact the Nector team, by referring here
Drag and Drop the Email into the flow. Customise the email sender and email details such as subject, header as per preferences.
Click on Start Workflow to save it. You can find it enabled inside the main page.
Events can also be sent for other things like when a new customer is referred, for coin expiry notification, for review request, and more. To learn how to setup these events, look into those respective articles.
For a list of events and the data associated with each event, please refer this article for more info: https://nector.crisp.help/en/article/event-details-sent-to-external-integrations
Related Articles
Events
Event details sent to External Integrations
Updated on: 14/05/2024
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