How to Integrate Omnisend with Loyalty: The Complete Setup Guide
An Omnisend loyalty integration is the bridge that turns a quiet points program into a steady stream of timely, personalized messages. Most Shopify stores sign thousands of members up, watch them earn points, then never tell them anything happened. The rewards sit there. To integrate Omnisend with your loyalty program is to fix that gap: every time a shopper earns points, redeems a reward, or climbs a VIP tier, an email or SMS can fire on its own. With Mage Loyalty, the connection is built in, properties and events sync the moment you switch it on, and you can have your first automation live in well under an hour.
Key Takeaways
- Connecting Omnisend and Mage Loyalty pushes points balances, lifetime points, redeemed points, VIP tier names, birthdays, and enrollment dates onto Omnisend contacts for automated, personalized messaging.
- Setup happens inside the Mage dashboard under Integrations, and properties plus events begin syncing automatically once connected.
- Mage sends four loyalty events into Omnisend (Points Awarded, Reward Redeemed, VIP Tier Changed, and Points Expiry Soon) that you can use as automation triggers.
- Roughly half of all loyalty points are never redeemed, and automated reminder flows are the cheapest way to recover that lost revenue.
- Loyalty-triggered emails typically engage better than broadcast promotions because they react to something the customer just did.
- The integration is available on every Mage plan and works across both Loyalty and Referrals, with no developer work required.
Why Omnisend and Loyalty Integration Matters for Retention
Here is the quiet revenue leak in most loyalty programs: the data never reaches the channel where customers actually pay attention. People earn points at checkout, then hear nothing about their balance, their next reward, or their tier. Returning customers are far more valuable than first-time buyers, yet brands keep treating loyalty data as a report to glance at instead of fuel for their marketing.
Connecting Omnisend to your loyalty platform closes that loop. Customer actions become communication triggers, automatically:
- Points-earned messages confirm that a purchase moved someone closer to a reward.
- Redemption nudges tell members the moment their balance is worth spending.
- Tier announcements celebrate a new status and keep the momentum going.
- Birthday and enrollment milestones give you a reason to reach out that feels personal, not promotional.
None of this needs custom API work or a developer on standby. With Mage Loyalty, the Omnisend connection is a single setup step in your dashboard, and from there the data flows on its own. If you can build an Omnisend workflow, you can run loyalty automations.
What Data Syncs Between Mage Loyalty and Omnisend
Knowing exactly what moves between the two platforms is what lets you plan segments and flows with confidence. The integration sends two kinds of data: events, which act as triggers for automations, and contact properties, which are fields you can personalize and segment on. Think of events as the doorbell and properties as the name on the mailbox. One tells Omnisend something just happened; the other describes who the customer is.
Custom Events Available for Automation Triggers
Once connected, Mage pushes loyalty events into Omnisend that you can wire up as workflow triggers. Each event arrives keyed to the customer's email, so it lands on the right contact:
| Event | Fires when | Key properties |
|---|---|---|
| Points Awarded | A customer earns points from a purchase, action, or earning rule | Points Awarded, Earning Rule, Status, Order Number |
| Reward Redeemed | A customer spends points on a reward or discount | Reward Name, Points Spent, Discount Type |
| VIP Tier Changed | A customer moves up or down a tier based on lifetime points | New Tier Name, Previous Tier Name |
| Points Expiry Soon | A customer has points expiring within the next 7 days | Points Expiring, Current Points, Days Until Expiry, Customer Name |
One note worth flagging: the Points Expiry Soon event is off by default. You have to turn it on under Settings > Integrations > Omnisend in Mage before it will fire. It also aggregates everything expiring in a 7-day window into a single event per customer, so nobody gets a barrage of separate reminders.
Custom Properties for Segmentation and Personalization
Alongside events, Mage keeps a set of loyalty fields synced on each Omnisend contact. These are what you reach for when building segments, conditional splits, and personalized copy:
| Property | Example value | What it holds |
|---|---|---|
| Mage Loyalty Points Balance | 100 | Current spendable points |
| Mage Loyalty Lifetime Points | 500 | Total points ever earned |
| Mage Loyalty Redeemed Points | 400 | Total points spent on rewards |
| Mage Loyalty VIP Tier Name | Gold | Current VIP tier (Bronze, Silver, Gold, and so on) |
| Mage Loyalty Date of Birth | September 17, 1990 | Customer's date of birth, if provided |
| Mage Loyalty Enrolled Date | January 1, 2025 | When the customer joined the program |
Because these sit on the contact record, you can use them anywhere in Omnisend: a subject line that names a tier, a split that routes Gold members down a different path, or a segment built on points balance. Curious where this fits in your wider stack? Our Omnisend integration page lays out the full picture.
Prerequisites Before Connecting Omnisend
Before you start, get a few things lined up so the connection goes smoothly.
Accounts and access:
- An active Omnisend account, on either the free or a paid plan.
- Mage Loyalty installed on your Shopify store with your earning and redemption rules already configured.
- Admin access to both the Mage dashboard and Omnisend.
Good to know going in:
- The integration is available on every Mage plan, so there is no tier to unlock first.
- It works across both Loyalty and Referrals, meaning points, tiers, and referral activity can all feed your campaigns.
- Data syncs forward from the moment you connect. If you want historical balances reflected in Omnisend, plan for a one-time export and import.
A little prep pays off. Jot down which events and properties matter most for the flows you want to build, and set up a couple of test customers with different loyalty statuses so you can confirm everything lands correctly.
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Step-by-Step Connection Process
The whole connection lives inside Mage, which keeps it short. There is no credential copying, no webhook URLs to paste, and no waiting on a developer.
Step 1: Open your Mage Loyalty dashboard and go to Integrations.
Step 2: Find Omnisend in the integrations list and choose Connect.
Step 3: Authorize the connection to Omnisend when prompted.
Step 4: Once connected, properties and events begin syncing automatically. Mage starts writing loyalty fields onto your Omnisend contacts and sending events as customers trigger them.
Step 5: If you want expiry reminders, head to Settings > Integrations > Omnisend and switch on the Points Expiry Soon event, since it stays off until you enable it.
Step 6: Move over to Omnisend and confirm the loyalty properties are appearing on your test contacts. Place a small test order or award points manually to a test customer to fire your first event.
That is the entire setup. Most stores are connected and verified in a few minutes, which leaves the interesting work, the automations, as the part you actually spend time on.
Building Automated Loyalty Workflows in Omnisend
With the connection live, you can build workflows triggered by Mage loyalty events. In Omnisend, the pattern is the same each time: go to Automation, choose New Workflow, set the trigger to Custom Event, and pick the Mage event you want. Start with these three before branching into more advanced sequences.
Workflow 1: Points Expiry Reminder
This one goes straight at the unredeemed-points problem, where close to half of all points quietly expire unused.
- Trigger: the Points Expiry Soon custom event.
- Subject line: pull in the numbers, for example "#{{Customer Name}}, your #{{Points Expiring}} points expire in #{{Days Until Expiry}} days!"
- Body: remind them of their #{{Current Points}} balance and link straight to the rewards they can claim.
- Add product suggestions so they have something to spend on, and a single clear call to action.
Because the event aggregates a customer's expiring points into one message, you get urgency without spamming.
Workflow 2: VIP Tier Achievement
When someone reaches a new tier, say so. Recognition is what keeps a program feeling worth playing.
- Trigger: the VIP Tier Changed event.
- Body: congratulate them by their New Tier Name and spell out the perks that just unlocked.
- Preview what the next tier requires so there is a reason to keep climbing.
- For brands running tiered rewards, our guide to Shopify VIP tiers covers how to structure the levels themselves.
Workflow 3: Redemption Celebration and Referral Nudge
When a reward is redeemed, that is your warmest moment, so use it. A happy customer who just got something for free is the most likely person to refer a friend.
- Trigger: the Reward Redeemed event.
- Body: thank them by Reward Name and confirm the discount they applied.
- Follow with a soft prompt to share, paired with your referral offer. If you run Mage's referral program, this is the natural place to surface it.
Segmentation Strategies Using Loyalty Data
The properties syncing into Omnisend let you target audiences far more precisely than a basic email list allows. A few segments worth building:
| Segment | Build it from | Use it for |
|---|---|---|
| High-value VIPs | VIP Tier Name is Gold and Points Balance over 500 | Early access, exclusive launches, VIP-only offers |
| Big spenders, low redeemers | High Lifetime Points but low Redeemed Points | Redemption nudges to wake up dormant balances |
| Birthday club | Date of Birth in the current month | Birthday rewards and personalized greetings |
| New members | Enrolled Date within the last 30 days | Welcome sequences that explain how earning works |
| At-risk lapsers | Member with no recent orders | Win-back campaigns that lead with their points balance |
The point of segmenting on loyalty data is that the message always matches the moment. A Gold member and a brand-new sign-up should never get the same email, and now they do not have to.
Measuring Integration ROI
Once flows are running, watch a handful of numbers to see whether the integration is paying off.
On the email side:
- Open and click rates on loyalty flows compared to your standard promotional sends.
- Click-through on redemption calls to action specifically.
- Unsubscribe rate, which should run lower than broadcast campaigns because the messages are relevant.
On the loyalty side:
- Point redemption rate before and after the automations went live.
- Tier upgrade and retention rates.
- Share of members active in the last 90 days.
On revenue:
- Average order value from customers who redeem versus those who do not.
- Repeat purchase rate among engaged loyalty members.
You do not need a fancy dashboard to start. Pick the redemption rate as your first benchmark, note where it sits today, and check it again 30 days after your reminder flow goes out.
Troubleshooting Common Integration Issues
A few things trip people up. Here is how to clear the usual ones.
Events not appearing in Omnisend
Events only register after a customer actually triggers them once the connection is live. Give it a few minutes, then place a test order or manually award points to a test customer to generate the first event. Refresh your Omnisend tab and it should show up.
Expiry reminders never fire
The Points Expiry Soon event ships off by default. If your expiry flow stays silent, open Settings > Integrations > Omnisend in Mage and confirm the event is switched on. Nothing will trigger until it is.
Historical data is missing
The integration syncs forward from your connection date, which is standard. To bring older balances into Omnisend, export your loyalty data from Mage and import it into Omnisend with the properties mapped. It is a one-time job, not an ongoing one.
Unsubscribers receiving loyalty emails
Event-triggered workflows can sidestep your normal list logic if you let them. Add a "not in unsubscribers" condition to every loyalty flow so you stay compliant and protect your deliverability.
Why Choose Mage Loyalty for Your Omnisend Integration
If you are weighing loyalty platforms with Omnisend in mind, here is what makes Mage a clean fit for Shopify brands.
Built only for Shopify. Mage is Shopify-native and nothing else, so loyalty data moves into Omnisend without the compatibility friction that comes from tools stretched across multiple ecommerce systems.
Loyalty and referrals on one platform. Points, VIP tiers, paid memberships, and native referrals all live together, which means a single integration feeds your entire retention program into Omnisend rather than stitching several apps together.
Included on every plan. The Omnisend integration is available across all Mage plans, with no enterprise tier required to unlock it and transparent month-to-month pricing.
Properties and events that sync themselves. Connect once in the dashboard and the fields and triggers start flowing automatically. There is a developer API for teams that want to build further, but you do not need it to get value on day one.
Hands-on onboarding. Mage offers free white-glove migration, with stores typically live in under two weeks, so getting set up never becomes the bottleneck. You can see the full list of connected tools on our integrations overview, or book a quick demo to walk through your own setup.
Frequently Asked Questions
What loyalty data syncs to Omnisend?
Mage syncs both events and contact properties to Omnisend. Events include Points Awarded, Reward Redeemed, VIP Tier Changed, and Points Expiry Soon. Properties include points balance, lifetime points, redeemed points, VIP tier name, date of birth, and enrollment date, all available for segmentation and personalization.
Do I need a specific plan to integrate Omnisend with loyalty?
The Omnisend integration is available on every Mage Loyalty plan, so there is no higher tier to unlock first. It works across both Loyalty and Referrals, meaning points, tiers, and referral activity can all feed your Omnisend campaigns regardless of which plan your store is on.
How quickly does loyalty data appear in Omnisend?
Loyalty data syncs forward automatically from the moment you connect, and events arrive as customers trigger them. Historical activity from before the connection does not sync on its own. To reflect older balances in Omnisend, export your loyalty data from Mage and import it with the properties mapped.
Can I send different emails based on VIP tier?
Yes, and it is one of the most popular uses of the integration. Mage syncs the VIP Tier Name property onto each Omnisend contact, so you can build segments per tier or add conditional splits inside one workflow to serve Gold, Silver, and Bronze members different content automatically.
How do I turn on points expiry reminders?
The Points Expiry Soon event is off by default. Open Settings > Integrations > Omnisend in your Mage dashboard and switch it on. Once enabled, it fires when a customer has points expiring within seven days, aggregating everything in that window into a single event per customer.
TLDR
Integrating Omnisend with Mage Loyalty connects your points program to the channels customers actually read, turning silent balances into automated email and SMS that react to real behavior. Mage syncs loyalty properties (points balance, lifetime and redeemed points, VIP tier, birthday, enrollment date) and four events (Points Awarded, Reward Redeemed, VIP Tier Changed, Points Expiry Soon) onto Omnisend contacts. Setup is a single connect step under Integrations in the Mage dashboard, with everything syncing automatically afterward, on every plan and across both Loyalty and Referrals. From there you build expiry reminders, tier celebrations, and referral nudges, segment on loyalty data, and watch redemption rates climb.
