This article is specifically aimed at Merchants who wish to enable our integration with Omnisend
This set-up guide covers what you need to do to enable our Happy Birthday integration with Omnisend.
This integration will push Birthday sign-ups from the Happy Birthday app into Omnisend so that you can use Omnisend to send out your Birthday Emails
To set-up this integration, you will need an Omnisend account. If you don't already have one, then you can create an Omnisend account here and then return when ready.
You'll be pleased to hear that the Omnisend integration is very simple to enable.
Step 1. Generating an API Key in Omnisend
For Happy Birthday to connect with Omnisend, you will need to generate an API key so that the two apps can authenticate each request that takes place between them.
Here is how to generate the API key in Omnisend:
Log in to your Omnisend account
Navigate to the Store settings screen by clicking on your profile menu in the top right hand corner of the screen and selecting the Store Settings option:
Click on the Integrations & API link in the horizontal menu to reveal a dropdown menu and then click on API Keys from the menu options:
On the API Keys page, click on the Create API Key + button in the top right-hand corner of the page:
In the Name field, enter the name Happy Birthday App and select the top option underneath the Name field which is: This API key will only allow to add new subscribers
You will then be taken back to your API Keys page where you will see your newly created Happy Birthday App API key:
Copy the key (the long string of text underneath the Happy Birthday App heading) by clicking on the copy icon:
Return to the Happy Birthday app.
Step 2. Enable the Omnisend integration within Happy Birthday
Start by going to the Happy Birthday app and clicking on the Integrations tab. Scroll down the page until you see the Omnisend integration:
Click on Enable Omnisend. The screen will refresh and you will need to scroll back down to the Omnisend integration. Now click on the Configure your Omnisend settings button:
You will then be presented with a pop-up dialogue box. Paste in your Omnisend API key into the API Key field and then hit Save:
The integration between Omnisend and the Happy Birthday App is now live and Customers that sign-up to your Birthday Club via your store will automatically be pushed through into your Omnisend account along with their date of birth.
When this integration is enabled, email sending within the Happy Birthday app will be turned off.
You will need to set up an automation within Omnisend to deliver the Birthday campaign emails to your customers, which should be straightforward.
Discount creation is also handled by Omnisend, therefore the discount settings in the Happy Birthday app will be disabled if the Omnisend integration is enabled.
To Set-up your Birthday campaign and discount code in Omnisend, you will need to follow these two set-up guides on the Omnisend support site:
- Set-up an Omnisend Birthday email automation
- Set-up unique discounts within your Birthday email automation
Please also note that if you enable the Omnisend integration, the stats area in the Happy Birthday app will only display the number of customer birthdays that have been captured and how they were captured. It won't contain any information about how many customer emails have been sent or how many of them have used a discount code etc.
Need any help?
If you need any help setting up the Omnisend integration then please do just get in touch!