The Ometria integration is available on the Classic plan and above. To see which plans include it, see our pricing page.
In this article:
Why Ometria and LoyaltyLion?
Ometria helps you create marketing experiences that your customers will love. Using this alongside LoyaltyLion helps make it easy to pull in important data, use it to personalize your marketing content, target your campaigns, review your results and optimize performance.
Benefits of integrating with Ometria
Increase repeat purchases with reward available emails
Engage with customers via monthly loyalty summary emails
Increase customer acquisition with referral prompt emails
Target specific customer groups with segmentation and offer richer personalization
How to integrate LoyaltyLion with Ometria
In LoyaltyLion, go to Integrations, then under Available integrations, click Ometria.
Log in to Ometria, click your account name in the top right, and open the Settings page.
Click the API keys tab, then Add new API key.
Enter LoyaltyLion for the name and click Create. If you need help creating a key, follow Ometria's guide.
Copy the API key and paste it into LoyaltyLion.
Choose the customer properties to send: Send all current and future customer properties, Do not send any customer properties, or Choose customer properties to send.
Click Complete installation, decide whether to tick Backfill data for all customers, then click Install.
Contact support@ometria.com and ask them to create the LoyaltyLion fields listed in the table below in your account.
Once Ometria has confirmed the fields are set up, check that they are being filled in on your Ometria contacts.
When the installation finishes, you will see an Integration installed message. If you tick the backfill, we send the properties you chose for every customer in your program. If you do not, we only send customers whose loyalty data changes after you install.
What fields are synchronized to Ometria?
LoyaltyLion matches customers to Ometria contacts by email address, and sends these properties to each contact:
Property | Property name in Ometria | What it is |
Total points |
| The number of points this customer currently has, including pending points |
Approved points |
| The number of points this customer has available to spend |
Pending points |
| Points this customer has earned but can't yet spend, e.g. from unpaid orders |
Spent points |
| The number of points this customer has spent |
Lifetime points |
| The total number of points this customer has ever earned, including spent points |
Number of rewards claimed |
| The number of rewards this customer has claimed |
Number of rewards used |
| The number of rewards this customer has used |
Blocked |
| Whether this customer is blocked from earning or spending points |
Date enrolled in program |
| The date and time this customer joined the Loyalty Program |
Referral URL |
| This customer's unique referral URL |
Loyalty Tier |
| The name of this customer's current Loyalty Tier |
Birthday |
| This customer's birth date |
Insights segment |
| This customer's Insights Segment (one of "Loyal", "At Risk", "Win Back") |
Tier expiration date |
| When the customer's current tier ends |
Tier progress |
| The customer's current progress toward maintaining or upgrading their tier |
Projected tier progress at expiration |
| The customer's projected progress when their current tier expires |
Progress needed to renew tier |
| How much more progress the customer needs to keep their current tier when it expires |
Progress needed to upgrade tier |
| How much more progress the customer needs to reach the next tier |
Next tier |
| The next tier the customer would reach if they upgrade |
Forecasted tier at expiration |
| The tier the customer is forecasted to be in when their current tier expires |
Receipt upload URL |
| A receipt upload URL associated with this customer |
Loyalty Pass URL |
| This customer's Loyalty Pass link |
Loyalty Pass installed |
| Whether this customer has installed their Loyalty Pass |
Ometria events
This feature is currently in beta. To request access, contact your account manager or support@loyaltylion.com.
Plan access: included on the Plus plan, or available as an add-on
As well as syncing customer properties (see the table above), LoyaltyLion can push real-time loyalty events into Ometria as custom events. Each event carries a snapshot of the customer at that moment, including their points, tier, and details of whatever triggered it, so you can build Ometria campaigns and journeys that react to what a customer just did in your program.
Events LoyaltyLion sends:
Ometria event | Description |
loyaltylion_enrolled | Fires when a customer joins your loyalty program |
loyaltylion_approaching_tier_upg | Fires when a customer is close to qualifying for the tier above |
loyaltylion_tier_upgraded | Fires when a customer moves up a tier |
loyaltylion_tier_downgraded | Fires when a customer moves down a tier |
loyaltylion_reward_avail_notif | Fires when a customer first has enough points to claim a reward |
loyaltylion_recur_rwd_avail_rem | A recurring reminder sent to customers who can still claim a reward but haven't had a reward-available notification that month |
loyaltylion_claimed_reward | Fires when a customer claims a voucher or gift card reward |
loyaltylion_approaching_pts_exp | Fires ahead of a customer's points expiring, while they're still spendable |
loyaltylion_approaching_rwd_exp | Fires ahead of a customer's claimed reward expiring |
loyaltylion_referral_complete | Fires when a customer's referral completes (their friend has made their first eligible purchase) |
loyaltylion_rule_completed | Fires when a customer completes an activity rule, including custom rules |
loyaltylion_moved_loyal_seg | Fires when a customer moves into the Loyal segment |
loyaltylion_moved_at_risk_seg | Fires when a customer moves into the At-Risk segment |
loyaltylion_moved_defected_seg | Fires when a customer moves into the Win Back segment |
loyaltylion_receipt_approved | Fires when a customer's uploaded receipt is approved for a receipt rule, whether automatically or manually |
loyaltylion_receipt_declined | Fires when a customer's uploaded receipt is declined for a receipt rule, whether automatically or manually |
Setting up program events:
In LoyaltyLion, go to Integrations, then under Installed integrations, click Ometria.
Under Program events, choose Send all current and future events, or Choose events to send and tick the events you want. Then click Save changes.
Before these events will do anything in Ometria, they need to be set up on Ometria's side too. For each event you enable, ask your Ometria Customer Success Representative to create a matching custom event in your Ometria account. Its event type must match exactly what LoyaltyLion sends (for example,
loyaltylion_approaching_pts_exp), and let them know which properties to expect. Until that's done, LoyaltyLion will deliver the events, but they won't trigger anything in Ometria.See Ometria's custom events guide, or contact LoyaltyLion support for the exact details to give Ometria.
FAQ
Do I need to provide a brand new API key?
Yes, please use a new Ometria API key. This allows us to have a dedicated link to your Ometria integration, which makes it easier to debug and also makes it more obvious that that key is specifically for use with LoyaltyLion.
I've connected Ometria, but the LoyaltyLion fields don't appear.
LoyaltyLion only sends data while your program is live. If you didn't tick Backfill data for all customers when you installed, customers appear in Ometria as their loyalty data changes. After that, changes are sent as they happen. Also check that Ometria has created the LoyaltyLion Fields in your account.